Ford just had what was its best performance in terms of electric vehicle sales ever, making tremendous strides through attractive offerings as its brand continues to navigate a monumental change in the global automotive sector.
Ford has tasted so much success throughout its history as an automaker, that the tumultuous road it has traveled through the past few years in the EV sector could be considered uncharted territory, especially as the company has backpedaled on some of the investments it made that would launch its electric offensive forward.
However, macroeconomic conditions are unfavorable across the board, and nearly every company has struggled to get vehicles out of their showrooms due to various reasons, including high interest rates.
According to Marklines, the U.S. automotive sector has struggled to break the 1.3 million units sold threshold since September. November, however, was a 2.7 percent increase from October for new car sales, and an 8.9 percent increase from November 2022.
1,243,695 new vehicles were sold in the U.S. in November, and Ford sold 144,453 cars, with the F-Series being the most popular in the country for the month, leading all models.
While the F-Series still is Ford’s best-selling series, the automaker has plenty to be proud of in terms of EV sales, as it ranked as the second best-selling EV brand in the country, trailing only Tesla.
However, Ford’s numbers are skyrocketing, especially with the F-150 Lightning, which increased in sales by 113 percent, which helped it capture its best month for EV sales as a company with 8,958.
F-150 Lightning sales accounted for 4,393 units of the 8,958 it sold in November. This figure for the month outsold the entire third quarter, Ford said.
Overall, EV sales went up 43.2 percent year-over-year. While the F-150 Lightning was certainly the star of the show, the Mustang Mach-E saw a 21.3 percent increase, too. Ford sold 4,294 for the month.
“I think it’s pretty cool that, America’s best-selling vehicle was the F-150, and 25 percent of all sales in November were either Hybrid or EV,” Marty Günsberg, Ford’s Model e Communications Director, said.
Ford currently has the best-selling electric pickup in the country, but after the Tesla Cybertruck’s first deliveries last week, it is no secret the pickup will have its work cut out for it to maintain that title. The Lightning offers an electric powertrain with a more traditional design, while the Cybertruck undoubtedly caters to someone who wants something a little more unique.
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Elon Musk
SpaceX’s Elon Musk relieves worries about orbital data centers
SpaceX CEO Elon Musk recently confronted worries about orbital data centers and launching satellites in mass quantities in space, as some voiced concerns about crowding.
Musk’s SpaceX plans to combat the issue of needing data centers by launching them into space instead of taking up valuable real estate on Earth. It has been a major point of SpaceX’s future, including its looming IPO, which could be the largest ever.
In a recent interview filmed at SpaceX’s Starlink terminal factory in Bastrop, Texas, Elon Musk directly addressed concerns that deploying large numbers of AI satellites for orbital data centers could crowd Earth’s orbit. His message was straightforward and reassuring: space is vast beyond human intuition.
“Space is really big,” Musk said. “It’s not like space is gonna get crowded. Space is enormous. If you actually look at it relative to the Earth, the satellites are so tiny you can’t even see them.” He emphasized that even zooming in makes a satellite appear large, but from a planetary perspective, they are minuscule specks.
Elon on concerns that AI satellites will crowd space:
“Space is really big. It’s not like space is gonna get crowded. Space is enormous. If you actually look at it relative to the earth, the satellites are so tiny you can’t even see them.” https://t.co/Mvr7NpL25Q pic.twitter.com/5Fi629Rii7
— Sawyer Merritt (@SawyerMerritt) June 8, 2026
Musk pointed to SpaceX’s real-world experience operating roughly 10,000 Starlink satellites as evidence that large constellations can be managed safely. “We’ve got a pretty good idea of how to operate just really large constellations and do it safely,” he noted. SpaceX remains the only operator with meaningful experience at this scale, giving the company unique insight into tight orbital packing without compromising safety
The discussion highlighted SpaceX’s plans for “AI1” satellites—essentially orbiting racks of AI compute powered by massive solar arrays and cooled via radiative panels in space’s vacuum.
These satellites leverage proven Starlink V3 technology, making them simpler to design than communications satellites. A first-generation unit targets around 150 kW peak power, with a 70-meter wingspan for solar panels and radiators. Laser links will connect them to each other and the Starlink network, delivering low-latency access (on the order of a few milliseconds from low-Earth orbit).
FCC accepts SpaceX filing for 1 million orbital data center plan
Musk framed orbital data centers as a practical solution to Earth’s constraints on AI growth. Ground-based facilities face power shortages, water demands for cooling, and grid limitations. In space, constant sunlight (no day-night cycle), vacuum radiative cooling, and abundant solar energy offer clear advantages.
Production will ramp up at an expanded “Gigasat” factory in Bastrop, with solar manufacturing already underway and full AI satellite output expected at reasonable volume by the end of 2027. Starship’s rapid, high-volume launch capability, aiming for multiple flights per hour, will make massive deployment feasible.
Critics sometimes raise risks like space debris or Kessler syndrome, but Musk’s response underscores scale: even a million satellites would represent an imperceptible fraction of available orbital volume when viewed against Earth’s size. SpaceX’s automated collision avoidance and deorbiting designs for Starlink further mitigate concerns.
This vision ties into broader ambitions. Musk sees orbital AI compute as a step toward harnessing more of the Sun’s energy, advancing humanity on the Kardashev scale from a Type 0 civilization toward Type 1 and eventually Type 2. By moving power-hungry data centers off-planet, SpaceX aims to unlock orders-of-magnitude more compute while preserving Earth’s resources.
Musk’s comments should ease public anxiety. With proven operational expertise, incremental engineering, and the immensity of space itself, orbital data centers represent not overcrowding, but smart expansion into the final frontier.
Investor's Corner
Tesla Full Self-Driving hits Level 4? One analyst says yes
Tesla Full Self-Driving (Supervised) is currently listed as a Level 2 suite in terms of its passenger cars. As its Robotaxi platform continues to move quickly, it has been recognized as a Level 4 ride-sharing program by the State of Texas, as Tesla recently self-certified itself.
However, a Wall Street analyst is arguing that Tesla (NASDAQ: TSLA) has effectively achieved Level 4 autonomy in most conditions in all of its vehicles, drawing on personal experience and data released by the company.
Alex Potter of Piper Sandler said in a note to investors on Wednesday that “Tesla has solved the self-driving puzzle,” pointing to decisions to offer insurance discounts for FSD-enabled policies as a signal of confidence, which is backed up by stellar safety records compared to human driving.
Investing.com initially reported on Potter’s new note.
Additionally, Potter looks at the recent start of Cybercab production at Giga Texas as a potential indication that Tesla is ready to offer some level of unsupervised driving at least in the near future. The Cybercab has no steering wheel or pedals, completely eliminating the ability for human input.
He also sees Tesla’s allocation of “several hundred million USD (if not $1B+)” as confidence internally, seeing as it would be tough to set aside that amount of capital toward a project that the company does not see as relatively near-term.
Forward thinking, especially as Cybercab has no human controls, it would make sense that Tesla is at least close to self-driving. How close is another question.
Tesla has routinely teased that unsupervised FSD is close, but there are still a lot of things it feels as if the company has to roll out some more capability, including unsupervised parking features, known as “Banish,” better operation with regional self-driving performance, and other improvements.
That is not to say that Tesla FSD is super impressive already. It has already completed coast-to-coast drives across the United States and Canada, it routinely takes the stress out of driving for most people, and it has proven through Tesla Safety Reports that it is safer and involved in accidents less frequently than humans.
🚨 These are the first-ever FSD safety statistics out of the Netherlands, showing it was over 3.5x safer than human driving on Dutch roads.
The most recent numbers out of Tesla for North America show:
-Over 5.5 million miles between accidents for Teslas using FSD
-660k miles… https://t.co/XKlRzgSGEh pic.twitter.com/HX6kzh0ZKc— TESLARATI (@Teslarati) June 9, 2026
Even Potter believes it is capable, as he used it to go from Missoula, Montana, to Minneapolis, Minnesota, back in April.
“There’s no substitute for personal experience,” he wrote.
Cybertruck
Tesla Cybertruck is finally getting Summon
Tesla has finally and officially confirmed that Actually Smart Summon, commonly known as ASS, will make its way to the Cybertruck two and a half years after first deliveries.
The feature, which is part of the Full Self-Driving suite, allows owners of any Tesla to literally summon their vehicle to their location in a parking lot. It is limited by range and speed, especially as there is nobody in the vehicle, but is a great feature to have for rainstorms, busy parking lots, or for injured passengers (I recently used it so I could give my Fiancèe a hand leaving a sports injury doctor after she pulled her calf).
Tesla Summon has been a lifesaver for picking up my Fiancèe as she pulled her calf during a 10-mile race in Philadelphia this past weekend!
It went from one of her least favorite features of the Tesla to one of the most useful:pic.twitter.com/CPs6lTSPA8
— TESLARATI (@Teslarati) May 6, 2026
Summon has been available on every Tesla that is currently available, but the Cybertruck has not had the feature in the two and a half years that customers have been taking deliveries.
There were a few things that Tesla had to work out with Full Self-Driving features, Summon in particular, with the Cybertruck.
Initially, its Steer-by-Wire system handles low-speed maneuvers differently than a typical mechanical steering connection available in the S3XY lineup. This required some additional time of development to allow Tesla to retrain and validate the AI models specifically for the feature within Cybertruck.
Additionally, the overall size and weight of Cybertruck impacted expected dynamics, has an impact on braking distances, and even obstacle avoidance in tighter lots. Tesla prioritized safety over launching the feature ahead of having the utmost confidence in it.
However, the wait is finally over, at least it seems that way. Tesla said that Cybertruck will receive ASS through a Software Update “shortly,” but did not give an explicit date. Tesla has said that Summon is coming in the past, only for it to be delayed yet again.
Summon for Cybertruck rolling out shortly https://t.co/rGli2iHbtL
— Tesla (@Tesla) June 10, 2026
We anticipate that Summon will roll out within the Cybertruck in less than a week, but there are still some reservations about that timing because, ultimately, nobody knows what Tesla will do outside of Tesla. The Spring Update for many came well late, at least a month past the initial rollout wave.
The rollout of Summon to Cybertruck is a great milestone for Tesla, even if it has come later than most would really like to admit. Now that Cybertrucks will be summoned across parking lots, it will be awesome to see reactions to the massive pickup with no driver sitting in the driver’s seat.