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Which countries and companies are poised to win the electric car race?

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Electric cars are on a collision course with the status quo. Oilprice just published an article titled, Electric Vehicles And The 5 Trillion Dollar Market Transition, in which Peter Tertzakian writes, “There is little debate in my mind that big changes are forthcoming… When it comes to oil and autos, big is a word that is not big enough. Transitioning not one, but two of the largest industries in the world simultaneously is unprecedented. Both have multi-trillion-dollar roots” and the stakes are high.

That said, who’s poised to win this epic vehicle electrification race? Which countries and carmakers are best positioned? It turns out that there’s a company trying to figure all this out. Quartz reports that, “AlixPartners, a global business advisory firm, launched a new index this month to track the progress of companies and countries electrifying their vehicle fleets. As a whole, the world is barely off the starting line.” Ladies and gentlemen, start your… ummm, batteries.

Above: AlixPartners’ Marcus Kleinfeld and Jens Haas discuss global changes impacting electric vehicle adoption (Youtube: AlixPartners, LLP)

First, which automaker is leading the electric race towards the future? No surprise here — Tesla is clearly the company that’s all-in on EVs. “Tesla leads the world in devoting its entire lineup to electric vehicles, but… China’s market, split among dozens of EV manufacturers, has also seen several manufacturers make EVs a centerpiece of their lineup… The rest of the field will have to play catch up. Behind Tesla and eight Chinese companies, BMW brings up the rear with 0.7% share of is vehicles as EV in the second quarter of 2017.”

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Above: Electric vehicle share of each automakers volume in Q2 2017 (Chart: Quartz via AlixPartners)

Next, which country is out front on the world’s EV stage? According to AlixPartners, China’s electric cars are really racking up the miles. And, “what ultimately matters [most] is miles. For electric cars to dent emissions and fossil fuel consumption, the cars must displace conventional vehicles. To measure this potential, AlixPartners summed the total electric battery range of all hybrid and EVs sold. It found that China leads the pack with total potential range of 13 million miles for all-electric vehicles, nearly triple the US, its nearest contender.” That said, there’s a big opportunity for automakers that sell their electric cars in China, especially Tesla.

Above: China sells the most electric range capacity for e-cars in the world (Chart: Quartz via AlixPartners)

Not surprisingly, Tesla is looking to establish a wholly-owned factory in Shanghai in order to take advantage of this fast-growing customer base in the Chinese electric car market. It turns out that China is also the world leader for electric car registrations. In fact, “China seized the lead [from the U.S.] in 2014, and shows no signs of slowing. It is growing at twice the global average rate of 42% per year, according to Fleetcarma, despite being the world’s largest market. Globally, China accounted for 45% of all EV sales last year.”

Above: China is leading the world in the number of new EV registrations (Chart: Quartz via AlixPartners)

So China is the winning country in the worldwide electric car race, right? Not so fast. “No country has done more (on a per capita basis) than Norway to go electric. In September, all-electric and hybrid vehicles accounted for a record 60% of new car sales, reports the Financial Times (paywall)…. [and] those numbers are still rising fast thanks to generous subsidies and incentive policies. The country is aiming for zero emissions of all new cars by 2025. Even AlixPartners’ analysis which excludes hybrids and EVs with ranges below 311 miles (500 km)—most of the country’s EVs still have less than 400 km range—Norway is leading the way.”

Above: When analyzing electric vehicles as share of total sold, by country, Norway tops the charts (Chart: Quartz via AlixPartners)

So depending on how you look at it, Norway and China are leading the world (via different metrics) toward an exciting, electric vehicle future. And, although China has a number of fast-growing electric automakers, AlixPartners concludes, “Tesla Inc. is by far the top-ranking manufacturer in the auto-company measures, with sales in the second quarter of 2017 (the most recent quarter measured in the Index) totalling 6.6 million miles’ (10.6 million kilometers’) worth of e-range and with a fleet e-share of 100%.”

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Note: Article originally published on evannex.com, by Matt Pressman

Source: Quartz via AlixPartners

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EVANNEX carries aftermarket accessories, parts, and gear for Tesla owners. Its blog is updated daily with Tesla news.

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Tesla’s last chance version of the flagship Model X is officially gone

The Signature Edition was no ordinary Model X Plaid. Offered exclusively by invitation to select existing Tesla owners, it represented the final production batch of the current-generation Model X before manufacturing at Fremont ends.

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Tesla enabled a last-chance version of its two flagship vehicles, the Model S and Model X, over the past few weeks. The Model X, the company’s original SUV, is officially gone.

Tesla has officially closed the book on its most exclusive send-off for the Model X. The limited-run Model X Signature Edition—priced at $159,420 before fees and limited to just 100 units—is now sold out, with reservations closed as of April 16.

The Signature Edition was no ordinary Model X Plaid. Offered exclusively by invitation to select existing Tesla owners, it represented the final production batch of the current-generation Model X before manufacturing at Fremont ends.

Every unit featured an exclusive Garnet Red exterior paint, unique badging, and a standard six-seat configuration. With full Plaid powertrain specs—Tri-Motor All-Wheel Drive, over 1,000 horsepower, and blistering acceleration—it was positioned as a collector’s item for loyalists who wanted one last shot at owning a piece of Tesla history.

The timing is no coincidence.

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Tesla announced earlier this year that it would discontinue regular production of both the Model S and Model X to repurpose the Fremont factory’s dedicated lines for mass production of its Optimus humanoid robots.

Elon Musk has repeatedly emphasized that Optimus could ultimately become more valuable to the company than its vehicle business, with ambitions to build hundreds of thousands of units annually.

The Signature Editions served as a final “runout” series: 250 for the Model S and only 100 for the Model X, all built to the highest Plaid specification before the line is converted.

Deliveries of the remaining Signature units are scheduled to begin in May 2026. For buyers who secured one, it’s the ultimate swan song for a vehicle that helped define Tesla’s early luxury EV dominance.

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Launched in 2015, the Model X introduced falcon-wing doors, a panoramic windshield, and class-leading performance that turned heads and set benchmarks. While newer models like the Cybertruck and refreshed Model Y have taken center stage, the Model X Plaid remained a halo product for those seeking maximum range, space, and speed in an SUV package.

With inventory of standard Model X units already nearly exhausted across the U.S., the rapid sell-out of the Signature Edition underscores enduring demand for Tesla’s premium flagships even as the company pivots toward robotics and autonomy.

For enthusiasts, these 100 garnet-red SUVs will likely become instant collector’s items—tangible reminders of the vehicles that built the brand before Tesla’s next chapter fully begins. The last chance is gone, but the legacy endures.

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Tesla Optimus V3 hand and arm details revealed in new patents

Two new patents, which were coincidentally filed on the same day as the “We, Robot” event back in October 2024, protect Tesla’s mechanically actuated, tendon-driven architecture.

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Credit: Tesla China

Tesla is planning to soon reveal its latest and greatest version of the Optimus humanoid robot, and a series of new patents for the hands and arms, with the former being, admittedly, one of the most challenging parts of developing the project.

Two new patents, which were coincidentally filed on the same day as the “We, Robot” event back in October 2024, protect Tesla’s mechanically actuated, tendon-driven architecture.

The designs relocate heavy actuators to the forearm, route cables through a sophisticated wrist design, and employ innovative joint assemblies to achieve human-like dexterity while enabling lightweight construction and high-volume manufacturing.

Core Tendon-Driven Hand Architecture

The primary patent, which is titled “Mechanically Actuated Robotic Hand,” details a cable/tendon-driven system.

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Actuators are positioned in the forearm rather than the hand. Each finger features four degrees of freedom (DoF), while the wrist adds two more.

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Three thin, flexible control cables (tendons) per finger extend from the forearm actuators, pass through the wrist, and connect to the finger segments. Integrated channels within the finger phalanges guide these cables selectively—routing behind some joints and forward of others—to enable independent bending without unintended motion.

Patent diagrams illustrate thick cable bundles emerging from the wrist into the palm and fingers, with labeled pivots and routing guides. This setup closely mirrors human forearm-muscle and tendon anatomy, where most hand control originates proximally.

Advanced Wrist Routing Innovation

One of the standout features is the wrist’s cable transition mechanism. Cables shift from a lateral stack on the forearm side to a vertical stack on the hand side through a specialized transition zone.

This geometry significantly reduces cable stretch, torque, friction, and crosstalk during combined yaw and pitch wrist movements — common failure points in simpler tendon systems that cause imprecise or jerky motion.

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By minimizing these issues, the design supports smoother, more reliable multi-axis wrist operation, essential for complex real-world tasks.

Companion Patents on Appendage and Joint Design

Two supporting patents provide additional depth. “Robotic Appendage” covers the overall forearm-to-palm-to-finger assembly, with a palm body movably coupled to the forearm and finger phalanges linked by tensile cables returning to forearm actuators. Tensioning these cables repositions the phalanges precisely.

“Joint Assembly for Robotic Appendage” describes curved contact surfaces on mating structures paired with a composite flexible member. This allows smooth pivoting while maintaining consistent tension, enhancing durability, and simplifying assembly for mass production.

Executive Insights on Hand Development Challenges

Tesla executives have consistently described the hand as the most difficult component of Optimus.

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Elon Musk has called it “the majority of the engineering difficulty of the entire robot,” emphasizing that human hands possess roughly 27–28 DoF with an intricate tendon network powered largely by forearm muscles. He has likened the challenge to something “harder than Cybertruck or Model X… somewhere between Model X and Starship.”

Elon Musk shares ridiculous fact about Optimus’ hand demos

In mid-2025, Musk acknowledged that Tesla was “struggling” to finalize the hand and forearm design. By early 2026, he stated that the company had overcome the “hardest” problems, including human-level manual dexterity, real-world AI integration, and volume production scalability.

He estimated the electromechanical hand represents about 60 percent of the overall Optimus challenge, compounded by the lack of an existing supply chain for such precision components.

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These patents directly tackle the acknowledged pain points: relocating actuators reduces hand mass and inertia for better speed and efficiency; advanced wrist routing and joint geometry address friction and crosstalk; and simplified, stackable parts visible in the diagrams indicate readiness for high-volume manufacturing.

Implications for Optimus Production and Leadership

Collectively, the patents portray the Optimus v3 hand not as a mere prototype, but as a production-oriented system engineered from first principles.

The 22-DoF architecture, forearm-driven tendons, and crosstalk-minimizing wrist deliver a clear competitive edge in dexterity. They align with Musk’s view that high-volume manufacturing is one of the three critical elements missing from most other humanoid projects.

For Optimus to become the most capable humanoid robot, its hand needed to replicate the useful and applicable design of the human counterpart.

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These filings demonstrate that Tesla has transformed years of engineering challenges into patented, elegant solutions — positioning the company strongly in the race toward general-purpose robotics.

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Tesla intertwines FSD with in-house Insurance for attractive incentive

Every mile logged under FSD now carries a documented financial value—lower risk, lower cost—based on Tesla’s internal driving data rather than external crash statistics alone.

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tesla interior operating on full self driving
Credit: TESLARATI

Tesla intertwined its Full Self-Driving (Supervised) suite with its in-house Insurance initiative in an effort to offer an attractive incentive to drivers.

Tesla announced that its new Safety Score 3.0 will automatically have a perfect score of 100 with every mile driven with Full Self-Driving (Supervised) enabled.

The change is designed to boost customers’ average safety scores and deliver noticeably lower monthly premiums.

The move marks the clearest link yet between Tesla’s autonomous driving technology and its proprietary insurance product. Tesla Insurance already relies on real-time vehicle data—such as acceleration, braking, following distance, and speed—to calculate a Safety Score between 0 and 100. Higher scores have long translated into cheaper rates.

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Under the previous system, however, even brief manual interventions could drag down the average, frustrating owners who rely heavily on FSD. Version 3.0 eliminates that penalty for supervised autonomous miles, effectively treating FSD-driven segments as the safest possible driving behavior.

The incentive is immediate and financial. Drivers who keep FSD engaged for the majority of their trips will see their overall score rise, potentially shaving hundreds of dollars off annual premiums.

Tesla framed the update as a direct response to customer feedback, many of whom had complained that the old scoring model punished the very behavior it was meant to encourage.

For now, the program applies only to new policies in six states: Indiana, Tennessee, Texas, Arizona, Virginia, and Illinois.

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Existing policyholders are not yet included, a point that drew swift questions from the Tesla community. Many owners in other states, including California and Georgia, expressed hope that the benefit would expand nationwide soon.

The announcement arrives as Tesla continues to roll out FSD Supervised updates and push for regulatory approval of more advanced autonomy. By tying insurance savings directly to FSD usage, the company is putting its own actuarial weight behind the technology’s safety claims.

Every mile logged under FSD now carries a documented financial value—lower risk, lower cost—based on Tesla’s internal driving data rather than external crash statistics alone.

Tesla has not disclosed exact premium reductions or the full rollout timeline beyond the six launch states.

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Still, the message is clear: the more drivers trust FSD Supervised, the more Tesla Insurance will reward them. In an era when legacy insurers remain cautious about autonomous tech, Tesla is betting that its own data will prove the safest miles are the ones driven hands-free.

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