News
Lincoln unveils Star Concept EV with plans for three fully electric vehicles by 2025
Lincoln unveiled its Star Concept EV earlier this week to showcase its “captivating, dynamic new face – revealing the brand’s vision for connected, electrified vehicles.” The Star Concept EV, which officially debuted on Wednesday, brings fresh design ideas and concepts to Lincoln’s brand language, which prepares to partially transition to electric powertrains with three full EVs by 2025.
“This is a shining example of what happens when we combine Lincoln luxury with flexible electrical architecture to create unimaginable experiences for customers,” Ford CEO Jim Farley said. “We can truly revolutionize how people engage with the brand and scale it across an exciting lineup of products that catapult Lincoln into the digital, connected age.”
Despite its futuristic design, the Star Concept encapsulates a new design language with Lincoln’s tenets of beauty, human, gliding, and sanctuary on full display. These design tenets will help Lincoln navigate a tough transition to EVs, as it plans to have three models powered by electric powertrains by 2025. An additional model is expected the following year.
Rivian's partnership with Ford will bring Lincoln its first luxury electric vehicle
“As Lincoln enters the next chapter in our transition to a zero-emissions future, the Lincoln Star Concept will lead the way for our portfolio of fully electric vehicles,” Lincoln President Joy Falotico said. “It is an excellent example of how we are redefining luxury for the next generation as we work to transform the vehicle into a third space – a true place of sanctuary – for our clients.”
How the Star Concept will lead Lincoln’s EV Efforts
The Lincoln Star Concept EV delivers modern aesthetics with intelligent features, but the company truly planned to make the vehicle “the ultimate sanctuary for clients.”
“Electrification is removing many traditional vehicle design constraints, allowing us to reimagine what a vehicle can be,” Chief Design Officer for Ford Motor Company Anthony Lo said. “The Lincoln Star is a study of experiences and themes that push the boundaries of Lincoln design – and it’s just the start.”
-
-
- Lincoln Concept vehicle. Not available for purchase.
-
- Lincoln Concept vehicle. Not available for purchase.
A hat-tip to Lincon’s evolving design language, the new Star Concept EV combines sleek and dynamic silhouette features with an immersive experience that is truly one-of-a-kind. Lincoln said that the vehicle, “whether stationary or in motion, the concept uses design, light, displays, scents, and sounds to create an immersive experience for clients. Intelligent technology that enhances comfort, productivity, and entertainment is deployed throughout to bring the romance of travel back in a uniquely Lincoln way.”
Electric vehicles in today’s market are more like smartphones than like automobiles, in a way. Lincoln highlights its focus on an intelligence system to capture the essence of a “digital assistant.” These assistive techniques and ideas for a more in-depth ownership experience will enable features like “connected vehicle-to-vehicle and infrastructure capabilities, as well as next-generation leading driver-assist features such as Help Me See and Park for Me,” Lincoln said.
A Sanctuary Vehicle
An increased focus on luxurious feel and comfort was obviously dialed in by Lincoln before releasing images of the Star Concept EV. The interior is partitioned into first and second-row areas, with premium, spacious, wraparound seating that offers comfortable reclined lounge posture and individual leg rests, providing a truly unmatched interior experience only seen in the most premium luxury vehicles. Horizontal display screens seamlessly integrated into the vehicle’s interior provide a unique and modern experience.
-
- Lincoln Concept vehicle. Not available for purchase.
-
- Lincoln Concept vehicle. Not available for purchase.
-
- Lincoln Concept vehicle. Not available for purchase.
Lincoln is also introducing “rejuvenation moods:”
“Three rejuvenation moods join a new Lincoln Embrace sequence harmonizing audio, scenting and lighting throughout the cabin. A symphonic orchestration with crisp, high-resolution animations on the displays creates an immersive digital sanctuary. Whether stuck in traffic or just enjoying a few quiet moments after work, the rejuvenation moods provide a true sanctuary in a third space:
- Coastal Morning uses gentle, oceanic sounds, a fragrance of sea mist and the soft, warm glow of the sun with dynamic lighting throughout to replicate a stroll on the beach at sunrise
- Mindful Vitality is meant to reenergize the senses, with invigorating, upbeat audio, dynamic abstract artwork, soft, glowing lighting and a flowery fragrance throughout
- Evening Chill mirrors dusk using a calming night soundtrack coordinated with night sky video and an evergreen fragrance”
“The Lincoln Star Concept has been a true labor of love for our team and provides us with a platform to share and test our experiences and design philosophy with clients as we evolve our Quiet Flight DNA,” Kemal Curic, Lincoln’s Global Design Director, said. “Signifying transcendence through both space and time, the concept creates a sense of peace and serenity within an electric experience and previews what is to come from Lincoln.”
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
-
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
-
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
