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Ford Mustang Mach-E will have more intuitive and less complicated controls than a Tesla: CEO

(Credit: Ford)

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Among the upcoming entries to the all-electric vehicle market, the Ford Mustang Mach-E stands as one of the most exciting. The vehicle, after all, features Mustang-worthy performance at a price that’s competitive with EVs like the Tesla Model Y. It’s also a crossover, which means that it is competing in one of the automotive market’s most lucrative segments. 

That being said, the electric vehicle market, especially in the United States, is pretty much Tesla’s territory. Tesla dominates the EV segment to such an insane degree that in states like California, the company’s futuristic all-electric cars are becoming ubiquitous. Ford CEO Jim Farley, however, believes that this status quo is open for change, especially when the Mustang Mach-E comes to market.

In a recent statement to the Detroit Free Press, the Ford CEO stated that the Mach-E is the first “true” competitor for Tesla’s electric cars. That’s not all, either, as Farley noted that the Mach-E would have an advantage over its California-made competitor. “The vehicle is a game-changer. For me, the Mach-E is the first true competitor with Tesla. It’s got Detroit swagger. It’s a Mustang. Tesla is not a Mustang,” Farley remarked. 

Farley also noted that the Mach-E would feature technology that’s more intuitive and less complicated than what Tesla offers in its vehicles. The CEO took a particular focus on the Mach-E’s controls, which feature a blend of Tesla-esque touchscreen features, traditional buttons, and interestingly enough, a physical knob fitted in the center display. These, according to Farley, will offer drivers an experience that is as familiar and safe as it is convenient. 

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“We have an (additional) small screen in front of the driver, which we think is a lot safer. You don’t have to move your attention to the center of the car, away from the road. You can hit a button and pick driver modes with one click. You still have traditional buttons,” he said. 

The Ford CEO added that in a Tesla, drivers would have to go through different screen menus to perform basic tasks such as turning on the defroster or adjusting the car’s side mirrors. This suggests that Tesla, in its decision to embed a lot of controls in the display, sacrificed usability over design. Farley noted that for the Mach-E, Ford wants to ensure that drivers could perform vehicle-related actions quicker and easier. 

Ford is putting in a lot of effort into ensuring that the Mustang Mach-E will not be just another compliance car. The vehicles, for example, will not just fill Ford dealerships. Instead, they will be made to order, just like Tesla’s electric cars. This marks the first time in Ford’s history that it is launching a product through a reservation process. The company is also conducting a full press initiative to push the Mach-E to as many potential customers as possible. 

So far, initial reactions to the Mach-E have been positive. During a dealership event on October 23, for example, the vehicle attracted so many interested onlookers that Ford had to turn away some visitors over social distancing rules. Ford Chairman Bill Ford, known for his love of loud-roaring Mustangs, also reportedly enjoyed the vehicle so much that he practically refused to give back a Mach-E unit that he was using, at least until the vehicle’s production and design teams pleaded with him to return the all-electric crossover. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story

Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.

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tesla autopilot

Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.

The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.

The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.

For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.

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Elon Musk

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.

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Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”

Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.

Credit: TESLA

Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.

As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.

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Investor's Corner

Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues

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Credit: Tesla

Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.

The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.

As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.

Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.

Tesla Q1 2026 Earnings Results

Tesla’s Earnings Results are as follows:

  • Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
  • Revenues – $22.387 billion vs. $22.35 billion Expected
  • Free Cash Flow – $1.444 billion
  • Profit – $4.72 billion

Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.

On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.

Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.

You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.

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