News
Electric Vehicle sales increased 109 percent in 2021, China and Europe set the pace
Electric vehicle sales increased 109 percent in 2021 compared to 2020, a new report from analyst firm Canalys indicated. As the all-electric vehicle sector continues to heat up with competition, EVs made up 9 percent of the total automotive sales globally last year, a sharp increase from the year prior. China and Europe continue to lead other regions in EV adoption, with both areas making up 85 percent of the total global EV sales in 2021.
The report, released earlier today, indicates the global electric vehicle market is continuing to expand at a rate that many analysts cannot comprehend. Two areas, in particular, Mainland China and Europe are without a doubt the two regions to adopt EVs with the most enthusiasm. Mainland China accounted for 50 percent of the total EV sales globally in 2021, while Europe maintained 35 percent of the total deliveries. The United States accounted for 8 percent, while the rest of the world made up the remaining seven points.
China’s EV market is incredibly diverse and competition enters the sector nearly every day. Jason Low, Principal Analyst at Canalys, attributes China’s widespread adoption of EVs to the numerous body styles, sizes, and designs that consumers have available to them. “Over 3.2 million EVs were sold in Mainland China in 2021 – half of all-electric cars sold worldwide, and 2 million more than were sold in the country in 2020. Many new models are launching every month in each important market segment, from tiny, inexpensive city cars to mainstream and premium sedans and SUVs,” Low said.
Despite China’s incredible sales figures, Europe still is the region with the highest rate of EV adoption. Although the area had less cumulative sales than Mainland China, Europe has a higher concentration of EV drivers than China.“Demand for EVs continues to be strong in Europe. In fact, in many European countries EVs represented more than a quarter of new cars sold. but customers must be patient. A nine to 12 month wait time for a new EV is not unusual,” said another Canalys analyst, Ashwin Amberkar.
Tesla performed well in both the Chinese and European markets. In China, the Model 3 and Model Y were the most popular vehicles just behind the $5,000 HongGuang Mini EV. In Europe, the Model 3 dominated sales figures fueled by exports from Gigafactory Shanghai. The all-electric Model 3 was the best-selling EV in Europe in 2021.
Tesla Giga Shanghai shows off its Model 3 production efficiency in recent video
United States Electric Vehicle Share
Data from the Canalys report also indicated that, while U.S. EV sales made up just 4 percent of new vehicle sales last year, the momentum of the region’s sector shows promise. New electric vehicles are being launched regularly in the United States thanks to more committed efforts to electrification from legacy car companies. Additionally, the introduction of the all-electric pickup truck market is sure to help the U.S. EV market share grow in the coming years, especially with favorable offerings like the Ford F-150 Lightning, Tesla Cybertruck, GMC Hummer EV, and Chevrolet Silverado EV. Additionally, all-electric manufacturer Rivian started deliveries of the R1T all-electric pickup late last year. Rivian was the first company to offer an all-electric pickup.
“The competition’s EV sales are nowhere near Tesla’s in the US since Model 3 shipments ramped up in 2018. Tesla even outsells many premium car brands in the overall market,” Canalys VP and Chief Analyst Chris Jones said. “Pick-up trucks will give the US EV market a huge lift in 2022. Rivian was first to deliver at the end of 2021, while Ford and GM have had strong interest in the F-150 Lightning and GMC Hummer Pickup respectively.”
Tesla’s Culture of Dominance
Tesla made up 14 percent of worldwide EV sales, beating Volkswagen by two percentage points and SAIC by three percent. “Sales of the Model Y started in the major markets in 2021 and quickly overtook those of the Model 3 in Mainland China and the US. Tesla vehicle production is well established in Mainland China and will commence in Europe in the first half 2022 as it focuses on delivering existing models rather than launching new ones in 2022,” the report said.
Canalys full report is available here.
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Lifestyle
Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
News
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
Musk says China’s magnet export ban cost Optimus months, and robot hands remain shockingly hard.
Elon Musk says China’s export curbs on magnets used in electric motors set back Tesla’s Optimus program by two to three months, and that the robot’s hands remain the hardest part of the project. He made the comments Saturday during a live interview with Tesla Owners Silicon Valley at the X Takeover event at Giga Texas, in front of roughly 2,000 attendees. The Optimus discussion begins around the 49 minute mark of the stream.
On the hands, Musk was blunt and noted that a general purpose humanoid needs fine motor skills that are “incredibly difficult to get right. Shockingly difficult,” he said in the interview. He pointed to a problem he says no one has demonstrated yet: “One of the hardest things also generally is to do precision and force at the same time,” such as driving a small self tapping screw into wood. Touch sensors add another layer, since it is “actually kind of hard to get touch sensors that elastically deform and can handle high cycle life and it won’t just break after a few thousand cycles.”
He also took aim at rival robot videos. “Any complicated looking robot demo, it’s a canned demo. It’s not real,” Musk said, adding that real AI means showing a robot something it has never seen and watching it still cope, the way FSD handles a city it has never driven.
Musk expects the Optimus ramp to be slower than a new vehicle production ramp. “The initial part of that S curve of production ramp is going to be very slow at the beginning,” Musk said, partly because “unlike cars, there’s no pre existing supply chain for robot stuff.” That echoes his July reply on X that Optimus production “will be extremely slow at first, as everything is new.”
The magnet disclosure puts a number on a problem Musk first raised in 2025. He said China “prevented the export of magnets for use in electric motors” and that it “set back the Optimus program by like two or three months.” Then he added: “We had robots with no arms.” Tesla’s fix is to bring the supply chain home. “You’ve got to be able to make all the parts domestically,” he said. Teslarati reported in April 2025 that Musk tied the issue to permanent magnets in the arm actuators, where motors have to be as small as possible.
Tesla Optimus V3 hand and arm details revealed in new patents
Production is moving regardless, with a reported internal goal of more than 1,000 a week by the end of 2026. Teslarati recently covered how Tesla is certifying supply partners in China for Optimus parts, while the company’s hand design has been the subject of new patent filings.
Musk has said he wants Optimus available to the public by late 2027, though Tesla has not confirmed that date or published updated production figures.
Investor's Corner
Elon Musk drops a Thanksgiving hint about Starship’s biggest test yet
Elon Musk says Starship Flight 15 will try to catch the ship itself, a first.
Elon Musk says SpaceX’s next Starship flight will try something nobody has done before, by catching the ship itself. Speaking to roughly 2,000 people at the X Takeover event at Giga Texas on Saturday, Musk said Flight 15 is about four to six weeks away and “probably launches a little bit before Thanksgiving, is my guess.”
That is a slip from earlier reporting, which had pointed to a launch as early as October 19. Musk explained why the date keeps moving. “We’re making a bunch of improvements to the rocket between every flight,” he said, adding that there are often hundreds, sometimes thousands, of small changes. This time the list is short, “but some of them take a fair bit of work and we’ve got to go inside the tank to make some of these changes.”
“We’re going to try to catch the ship, which is a super big deal,” Musk said. “If we do so, that’ll be the first time that there’s been full recovery of an orbital class rocket.” SpaceX has already caught the Super Heavy booster with the tower’s mechanical arms, and has talked about catching the ship since late 2025, but the upper stage has never been caught.
Musk also laid out what comes after. “The next big milestone would be to refly both the booster and the ship,” he said, describing a Flight 16 where “all parts of an orbital rocket are reflown.”
The reason SpaceX wants this comes down to cost and cadence. Every Starship ship so far has ended its flight in the ocean, and SpaceX expects most of those water landings to end in fireballs. A ship that returns to Starbase intact can be inspected and flown again. SpaceX’s IPO filing, says Starship V3 is designed to deliver 100 metric tons to orbit in a fully reusable configuration, that SpaceX aims to cut the cost to reach orbit by 99% or more versus the historical average, and that tower catches should allow “multiple launches per day.”
The payoff goes beyond cheaper launches. The next generation Starlink V3 satellites are too large for Falcon 9 and can only fly on Starship, which can carry up to 60 per flight. Flight 14 on September 28 deployed the first 26 of them after Starship reached orbit despite an early engine shutdown, as Teslarati reported. Musk blamed engine computer software, and said the heat shield “was extremely robust,” which he claimed in August had solved Starship’s biggest challenge.
NASA’s Moon plans depend on the same capability. NASA’s inspector general has described a lander mission that needs a propellant depot in low Earth orbit and more than 10 tanker flights, with SpaceX targeting one tanker launch every six days. That schedule only works if ships and boosters come back fast and fly again. Also, ship to ship propellant transfer has not been attempted yet.
One interesting hurdle yet to be explored is bringing the ship back to the launch site, with reentry over land, which will undoubtedly come with a lot of aviation safety reviews.