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History Lesson: The evolution of the electric car [Infographic]
The Institute for Local Self-Reliance (ILSR) recently released an in-depth report on electric vehicles. The ILSR’s report, Choosing the Electric Avenue – Unlocking Savings, Emissions Reductions, and Community Benefits of Electric Vehicles, authored by John Farrell, is a treasure trove for those looking to learn more about electric vehicles. One particular section of ILSR’s report provides a helpful history lesson to better understand the evolution of the electric car.
Farrell writes, “Electric cars aren’t new. At the dawn of the U.S. auto industry in the late 1800s, electric vehicles outsold all other types of cars. By 1900, electric autos accounted for one-third of all vehicles on U.S. roadways. Of the 4,192 vehicles produced in the U.S. and tallied in the 1900 census, 1,575 were electric.”
Some well-recognized names were heavily involved with electric cars early on. “Electric vehicles sales remained strong in the following decade and provided a launchpad for fledgling automakers, including Oldsmobile and Porsche, that would go on to become industry titans. Even Henry Ford partnered with Thomas Edison to explore electric vehicle technology. Battery-powered models, considered fast and reliable, sparked a major transportation renaissance.”
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Above: Porsche’s first car in 1898, the P1, was electric (Source: Upworthy via Porsche)
That said, electric cars fizzled out as gas-powered cars gained prominence: “the momentum shifted over the first few decades of the 20th century, as the electric starter supplanted hand-cranking to start gas engines. The prices of those models dropped. A network of inter-city roadways enabled drivers to travel farther — more easily done in those days in gas-powered vehicles — and the discovery of domestic crude oil made gasoline cheaper. The internal combustion engine gained a superiority that would persist for decades.”
Fast forward: “Nearly 100 years later, a second wave of electric vehicles arrived, driven by California’s zero-emissions vehicle policy in the late 1990s. Unfortunately, it faltered. The enthusiasm of electric vehicle owners couldn’t overcome the reluctance of cash-flush automakers to invest in alternatives to gas-powered vehicles. Automakers also mounted successful lobbying efforts to weaken the zero-emissions vehicle policy.”
Above: Top 8 electric cars ahead of their time (Youtube: FIA Formula E Championship)
This short-lived second wind for electric cars came to an abrupt end when, “In 1999, General Motors ended production of its own promising electric vehicle, the EV1, after just three years. The automaker removed all 1,100 models from the roads, despite outcry from their drivers. It blamed its pivot away from electric vehicle technology on the EV1’s 100-mile range and the high cost of development compared to sales. Oil giants, still powerful political lobbies, also opposed electric vehicle innovation.”
However, it finally appears that the electric car is here to stay (and thrive) at last. “Nearly two decades later and 120 years after its introduction, the electric car is making an unmistakable comeback. This time, it’s aided by better technology as well as environmentally sensitive consumers and policymakers looking to supplant fossil fuel use with renewable electricity.”
The ILSR’s report concludes that much of the electric vehicle’s recent turnaround is due to the efforts of Elon Musk and Tesla. But, it’s not just Tesla, the past few years have been encouraging industry-wide: “Sales of electric cars are growing… In just the first quarter of 2011, for example, more electric cars were sold than General Motors leased throughout the entire 1990s. In 2016, U.S. auto dealers recorded 158,000 plug-in vehicle sales — up more than 30 percent from 2015. The trend shows no signs of stopping.”
For a timeline of EV milestones dating all the way back to 1832, be sure to check out this handy infographic…
Infographic
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Note: Article originally published on evannex.com, by Matt Pressman
Source: Institute for Local Self-Reliance / Infographic: Nikkei Asian Review
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
