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I know, I know. Just asking the question, “Is there anything Tesla can’t do?” alone sounds like stooge-level propaganda with a predictable answer at the end: No. However, I promise you that I’m actually considering it objectively in light of what has been parading in the headlines.
The Porsche Taycan vs. Tesla debates were a bit exhausting over the last couple of weeks, but the ‘Plaid Mode’ reveal took them to another level. Then, a German media outlet reported that a Model S already beat the Taycan’s Nürburgring time by almost 20 seconds after all that hoopla about “turns” and overheating being inevitable doom bringers for Tesla.
And all this excitement started co-existing with more news about the spiffy stuff included in the V10 firmware update that Tesla’s Early Access Program participants were downloading. Leaked pictures of the made-in-China Model 3 were really just the icing on the cake yesterday for anyone keeping score.
So, I think it’s fair to start wondering what Tesla has left to achieve that may be a serious challenge.
Obviously, there’s plenty on the plate for the next few years at least: Model Y, the Tesla Truck, the Tesla Semi, the next generation Roadster, and now refreshed ‘Plaid Mode’ Model S’s and X’s. Oh, and the regulatory hurdles to make Full Self-Driving a legal reality still need to come through. I suppose having a few more Gigafactories would be a good idea also, like the one teased for Europe.
Okay. Perhaps this question is more tedious than I thought. On one hand, Tesla doesn’t need to do everything a car maker could possibly do. Plenty of manufacturers are content with sticking with their niche markets. But I don’t see Tesla settling for that, especially considering all the markets they’re targeting already and the sales numbers they’re aiming to achieve.
How about outdoor-oriented vehicles, considering the next competitor for Elon Musk to comment on will likely be Rivian? The Michigan-based EV newcomer has completely branded itself to appeal to the travel adventure crowd, and their R1T pickup truck has every whiz-bang thing (to borrow a phrase) they could dream of needing for a mountain camping trek. Rivian even has a patent application for a “digital” jerrycan to extend their battery range for such trips.
While the Tesla Truck is coming, a ‘Blade Runner’ cyberpunk theme doesn’t seem to have the Rivian-type customers in mind. That’s fine, but would Tesla want to appeal to that base if it proves lucrative? Why bother building a truck in the first place if you don’t want to attract, you know, truck people? Rivian’s R1S SUV might really be where the customers are, though. The Model Y will appeal to a significant base, but the R1S will tap into another large crowd as well. The Model X may be the Fabergé egg of cars, but sports and camping-oriented families may find an SUV that’s traditionally designed and half the price a bit more…feasible.
It seems like there may be a decent amount of crossover between Tesla and Rivian’s bases – both sets of customers have similar values and possibly similar budgets. Will Tesla make a play with its own rough-and-tumble vehicles? Or will they just peacefully co-exist? I mean, Tesla and Porsche are supposedly not really meant to be competitors, yet there’s still a Model S at Nürburgring despite that um, fact.
What about military vehicles? Other automakers like GM and Ford have developed equipment for defense purposes over the decades, and Musk is already well versed in having government entities as customers via SpaceX. The US military is looking for alternative fuel vehicles, although hydrogen fuel cell tech seems the be the focus. I’m sure Tesla’s tech could easily win any competition, especially given their semi truck work and advanced battery products. But, would Tesla even want that sort of customer? SpaceX and Tesla have different core missions, although they are compatible. I could also lay out some ironies in Tesla developing military vehicles, but I’m sure you can imagine what they are.
Finally, what about smaller vehicles like water crafts, ATVs, motorcycles, etc.? Non-vehicle products? Those are areas several other car makers have entered as separate ventures, and successfully at that. Musk may have once joked about Tesla making an electric leaf blower, but Honda could perhaps vouch for the profitability of home DIY equipment. Rivian has even hinted that it’s developing something that’s ‘not necessarily’ a car. After going from the original Roadster to manufacturing and delivering several types of cars all over the world (not to mention solar kits), Tesla could probably easily outfit its customers’ homes with a variety of other battery-powered products. Tesla vs. John Deere, anyone? I’m not sure what kind of culture war that might ignite, but Musk isn’t really the type to back down from such a challenge.
It doesn’t seem like Tesla needs much more on its plate in the immediate future, but after seeing what they’ve accomplished thus far in so little time, the next expansion may end up being around the corner before we know it.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Lifestyle
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.
A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.
The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.
En route with @tesla_semi pic.twitter.com/ZfuOjaeLH1
— Tesla Robotaxi (@robotaxi) May 7, 2026
This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.
The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”
Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.
Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.
Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.
The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.
What keeps Tesla owners coming back has a lot to do with the and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing. Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.
Tesla patent aims to make massive change to common automotive part
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
