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Lexus forces customers to make a hard decision
Lexus has reported their Q3 sales stats, and its current vehicle offerings are forcing customers to make a difficult choice.
Toyota, and by extension its luxury brand, have become renowned for their adherence to hybrid vehicle technology and their opposition to electric vehicle technology as it currently stands. Toyota CEO Akio Toyoda has made it clear that the company will not be jumping into electric vehicles quickly, forcing customers to make a hard decision. Do they want one of the last gas vehicles ever made, do they want a hybrid, or do they want an EV from another brand?
Looking at Lexus’s sales stats for Q3, the brand is struggling. Compared to Q3 21, every vehicle they sell has decreased in sales. This indicates a significant challenge that consumers are facing. Customers have three main options; they may be interested in getting a gas vehicle, the last of an era. Perhaps the Lexus ISF or Lexus LC to live out their performance vehicle dreams. They may be interested in something with better gas mileage, such as one of Lexus’ countless hybrid options, the Lexus UX, ES, and RX, just to name a few. But if they are looking for something to rival their neighbor’s Tesla – something with performance, comfort, and efficiency – something electric, they will have to look elsewhere.
This difficult choice is fracturing Lexus’ typically consistent consumer base. Lexus prides itself on build quality, comfort, and a touch of performance, but they are now completely excluded from a booming electric vehicle market that threatens to eclipse them.
Hidden away on the top right of Lexus.com is one word that could save the Japanese luxury brand; “Future.” This page shows the future vehicles coming to Lexus, all of which are electric. The Lexus RZ450e is specifically highlighted and expected to be the brand’s first EV, built on the Toyota BZ4X platform that has found so much success. A vehicle that is just around the corner, “Arriving in 2023.” But for the consumers of today, that option is not yet available.
What Lexus sales stats show more than anything is that the luxury space is more competitive than ever. Tesla has shaken the market, and many are now forced to play catch up. But this is far from a death blow to the Japanese luxury giant. When they entered the US, they were quickly able to learn from consumer interests and hence grew a following that exists to this day. The brand can do that again as they enter an electrified auto industry.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
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Tesla Superchargers to be opened for VW ID.4 and ID. Buzz owners
The adapter, however, would need to be purchased by eligible customers.
Volkswagen has announced that owners of the ID.4 and ID. Buzz will soon gain access to Tesla’s expansive Supercharger network across North America.
Starting November 18, eligible drivers can charge at more than 25,000 compatible DC fast chargers using a Volkswagen-approved NACS adapter. The adapter, however, would need to be purchased by eligible customers.
Volkswagen goes NACS
To connect with the Tesla Supercharger network, ID.4 and ID. Buzz owners will need a $200 Volkswagen NACS-to-CCS adapter, which is available from dealers or online at parts.vw.com. Original owners of 2025 models can claim a $100 rebate within 90 days of purchase, with the program running through July 15, 2026, as noted in a press release. Starting with model year 2026, the NACS adapter will be included as standard equipment on all new Volkswagen EVs.
It should be noted that Volkswagen’s NACS adapter enables charging exclusively on DC fast chargers compatible with Tesla’s North American Charging System. It cannot be used with Level 1 or Level 2 AC chargers, including Tesla’s own Destination Charger network. Select 2024 and 2025 models will also receive a software update to ensure optimal performance when charging through NACS.
Volkswagen of America SVP’s comments
Volkswagen of America Senior Vice President of Product Marketing and Strategy Petar Danilovic shared his excitement about the ID.4 and ID. Buzz’s upcoming use of the Tesla Supercharger Network.
“This is great news for our EV owners,” he said. “They will now be able to access the more than 25,000 DC fast chargers on the Tesla Supercharger network across the United States, in addition to the more than 5,000 fast chargers on Electrify America’s grid. This makes life much more convenient, whether you are taking a road trip or you rely on public charging should home charging not be an option.”
To use the Supercharger Network, ID.4 and ID. Buzz owners could use the Tesla app to find compatible stations and pay directly for their charging sessions. Combined with Electrify America’s growing network, ID.4 and ID. Buzz owners now have more options for their charging needs, allowing them to travel long distances in their all-electric cars.
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Jim Farley admits he was “humbled” when Ford tore down Tesla and Chinese EVs
He noted that Ford’s Mustang Mach-E had roughly 1.6 kilometers more electrical wiring than Tesla’s sedan, making it heavier and more expensive to build.
Ford CEO Jim Farley says dismantling Tesla and Chinese-made EVs was a wake-up call that reshaped how the veteran automaker is taking on the electric transition.
Speaking on the Office Hours: Business Edition podcast, Farley admitted he was “humbled” after learning how far ahead Tesla and China’s automakers were in design and efficiency. The revelation, he stated, convinced him that Ford had to rethink everything from engineering to strategy.
Teardowns and tech gaps
“I was very humbled when we took apart the first Model 3 Tesla and started to take apart the Chinese vehicles. When we took them apart, it was shocking what we found,” Farley told host Monica Langley, as noted in an Insider report.
He noted that Ford’s Mustang Mach-E had roughly 1.6 kilometers more electrical wiring than Tesla’s sedan, making it heavier and more expensive to build.
The experience pushed Farley to launch Ford’s Model e in 2022, a dedicated EV division focused on competing with tech-driven automakers. Although Model e lost more than $5 billion in 2024 and is expected to face similar losses this year, Farley said he has no regrets.
“I knew it was going to be brutal business-wise. My ethos is, take on the hardest problems as fast as you can and sometimes do it in public because you’ll solve them quicker that way,” he said.
Farley has led Ford since 2020, during which he’s pushed the company to adopt leaner designs, modernized software systems, and faster EV production cycles inspired by Tesla’s model.
Urgency in Ford’s global push
Farley has repeatedly warned that Chinese EV makers such as BYD now pose an “existential threat” to legacy carmakers. He described Chinese electric vehicles as “far superior” and said their expansion overseas highlights how quickly the landscape is changing.
“We can’t walk away from EVs,” Farley said. “Not just for the US, but if we want to be a global company, I’m not going to just cede that to the Chinese.”
Still, the U.S. market remains challenging. Farley expects only about 5% of domestic car sales to be electric in the near term, as buyers demand more affordable models. To meet that shift, Ford plans a $30,000 midsize electric truck for 2027.
“We now know that the EV market in the US is totally different than we thought,” Farley stated.
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Tesla Australia celebrates 150k vehicles on domestic roads
The milestone was announced by the electric vehicle maker on social media platform X.
Tesla has reached a major milestone in Australia, celebrating 150,000 vehicles on local roads.
The milestone was announced by the electric vehicle maker on social media platform X.
Sustainability for all
In its post on X, Tesla Australia and New Zealand noted that the 150,000-vehicle milestone is a notable accomplishment as it accelerates “sustainable abundance for all.” The company also thanked its customers down under for supporting its vehicles over the years.
“Accelerating sustainable abundance for all. Celebrating 150k Teslas on the road. Thank you, Australia,” Tesla Australia and New Zealand wrote in its post on X.
The post was accompanied by a photo of what appeared to be a Quicksilver Model Y premium with the Sydney Opera House in the background. This is an appropriate photo for the EV maker, as the Model Y consistently ranks among Australia’s top-selling electric cars, even as the market becomes flooded with cheaper, newer, and flashier competitors.
Australia’s FSD momentum
Last month, Tesla revealed that FSD Supervised users in Australia and New Zealand have collectively driven over 1 million kilometers within two weeks of the system’s public release. The company noted that drivers are averaging around 80,000 kilometers per day with FSD Supervised active, equivalent to 67 laps around Australia or 625 trips from Auckland to Invercargill.
“In less than 2 weeks, owners have travelled 1 million kilometers on FSD Supervised in AU & NZ,” Tesla’s local account wrote.
Australia became the first right-hand-drive market to gain access to FSD Supervised, which was officially launched in the country on September 18. Coupled with the presence of FSD (Supervised) subscriptions, the adoption of FSD in Australia has been understandably quick.
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