In June 2020, I wrote a newsletter called “How Tesla’s Elon Musk dunks on the competition just as their momentum builds,” where I dissected Tesla’s strategies to derail competition in its footsteps. It seems that anytime a competing automaker is about to make a substantial step forward, Musk or Tesla releases an update that simply takes away any attention from anyone else. In this week’s newsletter, I want to talk about what Elon Musk and Tesla can do in 2021 to combat an expanding EV market, and take momentum away from the companies that claim they are “the next Tesla.”
Rivian
With Rivian coming to the market soon with its R1T pickup and R1S SUV later this year, Tesla has a unique opportunity to halt the oncoming automaker’s momentum. Rivian, headed by CEO RJ Scaringe, has an adventurous, outdoorsy appeal to its consumers and its reservation holders, a strategy that truly speaks to the EV drivers who choose electric powertrains because of their environmental impact. Rivian is likely the first electric car company that will see its products regularly used in offroad settings, just what they’re geared for.
Tesla has always had a relatively luxurious connotation with its name, as its cars are usually sporty, sleek, and perfect for open road driving where the accelerator can occasionally hit the floorboards (not suggested or recommended by me). However, Rivian’s R1T, which sports a traditional pickup truck design, isn’t as talked about or as popular as the Tesla Cybertruck. On frequent occasion, the Cybertruck seems to come out of nowhere with a newly-released modification or design update at the hands of Elon Musk. With Musk revealing that the Cybertruck has been modified and reduced in size by 3%, there is no reason that Tesla won’t show new pictures of the all-electric “Cyberpunk” inspired pickup when Rivian is about to gain momentum. The conversation will almost surely switch back to Tesla because of its name, the truck’s “polarizing” design, and Tesla’s notoriety in the segment.
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The R1S is a little bit tougher of a cookie to crack for Tesla because it doesn’t have anything that really matches the design of Rivian’s SUV. The only thing that could derail attention from the R1S are details about Tesla’s electric van. However, with the Cybertruck, Roadster, and $25k vehicle projects being talked about already and delays due to battery constraints, there isn’t much hope to hearing about the Tesla Van in the near future.
Even still, something simple as renders or Musk even mentioning the possibility of an electric van will drive media into a frenzy. It will likely be one of the only things talked about in the automotive world for several days. While Rivian will release its R1S, it will get coverage, but Musk and Tesla will take priority, I’d assume.
Lucid
Lucid is a company that seems to have the best chance of competing with Tesla in terms of electric car performance. The Lucid Air Dream Edition Limited is one of the premier electric vehicles in terms of performance, and it proved it by setting records at the Laguna Seca raceway in California. Arguably the most sporty electric car since the Model S, the Air has Tesla roots as Lucid’s CEO and CTO is Peter Rawlinson, a former Tesla employee who helped with the Model S project.
The problem for Lucid is that Tesla has the Roadster coming out within the near future. Lucid has already delayed production due to the pandemic, and it won’t come until later this year. Tesla has put the Roadster on hold several times, as it is still in development for a few meteoric features, like hovering, that Elon Musk seems hellbent on figuring out. While the Lucid Air has incredible performance and range that is impressive in its own right, it doesn’t hold a candle to the performance, range, or suspense that Tesla Roadster fans have felt. Updates to the Roadster are unbelievably sought after by enthusiasts, and any small detail is eaten up instantaneously by those who are interested in the vehicle. It is fair to assume that if Lucid announces its initial deliveries of the Air, Tesla could counter it with an update to the Roadster, big or small.
Not to mention, Tesla could singlehandedly take most of Lucid’s appeal away with a quick 10-second clip of the Model S Plaid+ doing a quarter-mile drag. Many people would be interested in the Air’s most robust performance package until they see the 1.7-second 0-60 MPH from Tesla’s new Model S powertrain.
Legacy Automakers and OEMs
There are a lot of advantages here, and one of the biggest could be Tesla’s introduction of Giga Texas later this year. More than a production plant, this facility is set to be an entire experience. A boardwalk, entertainment, tours, you name it. Giga Texas will be a production facility that puts much of its competition to bed simply because of its appeal. It will likely be the most immersive, personal “tour” experience that anyone ever has at a vehicle production plant. Who other than Tesla to make it happen?
Tesla doesn’t have to do much different than what it has done for the past few years to take momentum away from legacy automakers. Continuing to build highly-effective, revolutionary electric cars is all Tesla needs to do to convince people that it is ahead of legacy car companies in this front. Not much needs to change.
Tesla does have its work cut out for it in Europe, though. European EV sales figures are dominated by Volvo, Kia, Renault, BMW, and Volkswagen. Tesla doesn’t have a car in the Top 20 in Europe yet this year, according to the EV Sales Blog. With Giga Berlin coming later this year as well, this will surely change. My guess is the Model Y cracks the Top 5 no later than three months after Giga Berlin’s initial rollout, simply due to demand, the appeal of the crossover body style in Europe, and the distinct advantage Tesla has over legacy car companies in terms of software.
Despite the tumble on Wall Street, Tesla still has plenty of time to turn 2021 around. With the EV sector growing this year as new manufacturers release their first products, Tesla has an opportunity to show that they’re still able to compete with the young guns of the EV industry. Tesla is sure to remain the top dog, and it could take some simple derailing of competition, just like it has done for years.
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News
xAI supercomputer faces pushback from Memphis politicians
Local leaders in Memphis warn Elon Musk’s xAI hub could pollute local communities, despite Tesla Megapacks now stabilizing power.

xAI’s supercomputer in Memphis faces pushback from local leaders and environmental groups over concerns about air pollution despite its promise of economic growth.
xAI’s Memphis facility was touted as the world’s largest supercomputer. It has sparked opposition from the NAACP, Sierra Club, and Mississippi Democratic Party Chairman Cheikh Taylor.
State Rep. Taylor spoke at a Southaven church press conference recently, arguing that the xAI facility in Memphis, Tennessee, would disproportionately harm black residents in north Mississippi.
“In the State of Mississippi, the goal is to separate Republicans and Democrats on race alone. So, if you’re a Democrat in this state, you probably look like me,” Taylor said.
He also criticized prioritizing economic gains over environmental health, asking, “Can you trust Elon Musk to tell the truth?”
Tennessee State Rep. Justin J. Pearson echoed these concerns, linking the opposition to a broader fight against pollution. “The paltry money xAI has dangled in front of our short-sighted leaders is not worth the cost of breathing dirty and–in some cases–deadly air,” Pearson said.
These local leaders and environmental groups are urging local governments and the Environmental Protection Agency to deny xAI’s air permit applications for 45 to 90 methane gas turbines in the Memphis and Southaven areas.
xAI has not directly addressed the criticism but has taken steps to power its Colossus supercomputer sustainably. Last month, the Greater Memphis Chamber announced that Tesla Megapack batteries would stabilize the facility’s power, with a new 150-megawatt electric substation completing its first construction phase.
“The temporary natural gas turbines that were being used to power the Phase I GPUs prior to grid connection are now being demobilized and will be removed from the site over the next two months,” shared the Chamber.
An additional 160+ Megapacks were delivered to xAI’s Memphis facility for the Colossus 2 data center within the same month.
Announced in June 2024, the xAI facility was hailed by Greater Memphis Chamber CEO Ted Townsend as the largest capital investment by a new-to-market company in Memphis history. Despite its economic promise, environmental concerns continue to fuel opposition, highlighting tensions between technological innovation and community health in the Deep South’s emerging AI hub.
Elon Musk
Elon Musk reveals date of Tesla Robotaxi’s first rides open to public
Tesla CEO Elon Musk continues to roll out new details regarding the Robotaxi launch that is expected to happen soon.

Tesla Robotaxi is set to launch in the coming days, but the first rides will be confined to those who receive invitations that the company sends out. However, CEO Elon Musk revealed the date that Tesla is aiming for when anyone in the general public will be able to call for a Robotaxi.
There has been quite a bit of information today about what appears to be an imminent launch of the Robotaxi platform. The first video of a Robotaxi was captured on a public road in Austin today, just one day after Tesla was added to the City of Austin’s list of licensed autonomous vehicle operators.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
In the coming days, it is expected that Tesla will launch the Robotaxi platform in Austin to a select few. For now, Tesla is taking this ultra-conservative approach as it pertains to the rollout, citing safety precautions. It will be the first time Tesla has done this in public and offered it to people outside of the company.
It did launch a small, limited version of it to employees last month in Austin and the San Francisco Bay Area, but there was someone in the driver’s seat. Today’s video only had an occupant in the passenger seat.
People are eager to know: when will they be able to fetch a driverless Tesla Model Y Robotaxi in Austin for themselves? Musk finally answered the long-awaited question with a tentative date of June 22:
🚨 BREAKING: Elon Musk confirms public Robotaxi rides will tentatively begin on June 22
Safety remains the ultimate priority for Tesla with this cautious rollout https://t.co/Mw5kOzA9Sm
— TESLARATI (@Teslarati) June 11, 2025
Musk cited that Tesla’s utmost priority is still safety and not necessarily the speed of rollout. The current plan seems to be to deploy it in a controlled and slow fashion until confidence is at an extremely high level. Musk seems to believe the rollout will go smoothly, as the date comes less than two weeks after the initial launch.
Anyone who has experienced Full Self-Driving for themselves knows what the cars are capable of. However, Tesla, at this point in time, still requires drivers to pay attention and remain ready to take over the wheel in case of an emergency. This will be a major step in the right direction for Tesla as it prepares to launch Robotaxi in Austin and slowly expand to surrounding areas.
Elon Musk
Elon Musk says Tesla Robotaxi launch will force companies to license Full Self-Driving
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”

Tesla CEO Elon Musk says the automaker’s Robotaxi platform launch later this month will essentially force other companies to license Full Self-Driving to achieve their own goals of achieving autonomy.
Musk’s statement comes as a video captured today showed the first Tesla Robotaxi test mules on public streets in Austin, Texas, just one day after the City officially listed the company as an autonomous vehicle operator.
A prediction by investing YouTube and Tesla community member Dave Lee stated that “at least one automaker by end of year” will license Full Self-Driving from the Musk-led company, as it will give rivals the confidence to use the software to run their own self-driving operations.
Lee detailed his theory by stating that the company that chooses to commit to FSD licensing will not be able to integrate the hardware and sell those units immediately. Instead, it will take two years or so to solve the engineering and design applications.
First Tesla driverless robotaxi spotted in the wild in Austin, TX
Musk revealed his true thoughts on other automakers’ attempts at vehicle autonomy, and said many are being told that Robotaxi is not real or that they can solve their problems with hardware orders to Nvidia.
He went on to say that companies will be forced to turn to Tesla at some point or another, because Robotaxi will be widespread and their solutions to figuring out an effective deployment will prove to be failures:
“The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it. As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.”
The automakers keep being told that this isn’t real or that just buying some hardware from Nvidia will solve it.
As Tesla robotaxis become widespread and their other solutions don’t work, they will naturally turn to us.
— Elon Musk (@elonmusk) June 10, 2025
Musk has not been shy to respond to speculation regarding the video of the Robotaxi, which was shared on X earlier today. This is perhaps one of the more fiery things he revealed. He seems ultra-confident in what Tesla will prove and achieve in the near future with the launch of the Robotaxi platform.
Many believe it will be rolled out this month. Bloomberg reported recently that Tesla was internally aiming for June 12. The company has not directly responded to these rumors.
Tesla has discussed on several occasions that it is in talks with an automaker about licensing Full Self-Driving, but it has never revealed who. The company first revealed discussions with another automaker in early 2024 when Elon Musk said:
“We’re in conversations with one major automaker regarding licensing FSD. It really just becomes a case of having them use the same cameras and inference computer and licensing our software. Once it becomes obvious that if you don’t have this (FSD) in a car, nobody wants your car. It’s a smart car… The people don’t understand all cars will need to be smart cars, or you will not sell, or nobody would buy it. Once that becomes obvious, I think licensing becomes not optional.”
Tesla confirms it is in talks with major automaker for potential FSD licensing
Many, including us, suspected that Ford was the company that Tesla was speaking of due to Musk’s relationship with Jim Farley, which resulted in the legacy automaker being the first major car company to adopt Tesla’s North American Charging Standard (NACS), which gave them access to the Supercharging Network.
This catalyzed an onslaught of companies choosing to make the same move as Tesla had truly set itself apart in terms of charging infrastructure.
Companies may be forced to make a similar decision if it can make the same type of statement with the rollout of Robotaxi.
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