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Lucid CEO and former Model S designer throws shade at Tesla fans, likens group to ‘old petrol fanboys’
When Peter Rawlinson left Tesla in 2012 just before the Model S launched, he probably did not think that his former employer would one day end up becoming the leading force in the electric vehicle industry.
Now the CEO and CTO of Lucid Motors, Rawlinson is gunning for Tesla’s title as the supreme EV maker. He believes the company’s first sedan, called the “Air,” has all the potential to help Lucid overtake Tesla, effectively silencing the “fanboys,” a group of enthusiasts who are widely supportive of the electric car maker and its CEO, Elon Musk.
Peter Rawlinson spent his illustrious automotive sector career at Jaguar and Lotus before joining Tesla in 2008. He left Elon Musk’s Model S engineering team in 2012 and joined Atieva, now Lucid Motors, in 2013 as the Chief Technology Officer. He still holds that title, but another accompanies it as of April 2019: Chief Executive Officer.
In a recent interview with Motortrend, Rawlinson talked about his company’s technology that he believes will pass Tesla, the “fanboys” of Elon Musk’s company, and why the success of the Model S is, at least in part, because of him.
Lucid unveiled the Air in December 2016. Lucid and Rawlinson both claim the vehicle will be capable of 1,000 horsepower and 400 miles of range per charge. While a prototype of the Air managed to prove its range is for real, the horsepower claim is still untested, and Rawlinson knows the doubters still exist. “When I claimed that we would have a 1,000-hp car, or have over 400 miles of EPA five-cycle range, nobody believed it,” he said to MotorTrend’s Kim Reynolds.
His claims do not stop there, however. Rawlinson says the Air will be better than the Model S in every way possible as it equips a power unit capable of more power density than Tesla’s most powerful vehicles. “We’ve got 16.7 kW-per-liter [power density] in our power unit. No one has done that. Tesla hasn’t done that,” he said.
Rawlinson certainly seems like he is motivated by those who speak about Lucid in a bad light, and it is all too familiar for him. “Now I’m having a sense of déjà vu, with history repeating itself,” he says. “Lucid is being put down by Tesla fans. Those old petrol fanboys are the current Tesla fanboys. Very similar rhetoric.”
However, Rawlinson’s rhetoric about his former employer isn’t squeaky clean, either. In 2019, he stated Tesla is not a real luxury brand. “You only have to get inside a Tesla to recognize it’s not really a luxury car. It’s a premium car but not true luxury,” he said.
Perhaps this is why Tesla “fanboys” have been critical of Rawlinson’s new project. Tesla CEO Elon Musk has always said that its competitors are never going to be companies with the same sustainable mission. The companies that are looking to advance petrol-based technology are the real enemy. While there are Tesla fans who are competitive, many are embracing the transition to electrification as a positive thing. Perhaps it is not about the cars at all, but what Rawlinson has said about Tesla in the past.
Additionally, during the interview, Rawlinson says his influence is the reason for the Model S’ success in the electric industry. “Model S was actually styled before I joined Tesla. My task was to retrospectively fit all the bits into it. It was a pretty interesting intellectual puzzle to design a car from the inside out,” he says.
Later in the interview, Rawlinson goes on to say that his thirst for perfection was the reason the Model S became such a successful vehicle. His constant nit-picks and desire to do better drove Tesla’s first sedan to become the pioneer of electric transportation. “But everybody on the Model S team knows I was all over every detail and drove everybody crazy trying to create a car that had to be better and better in every way,” he said.
Rawlinson’s project with Lucid was to be unveiled at the New York International Auto Show last week, but the COVID-19 pandemic effectively shut down all large gatherings. However, the vehicle is scheduled to begin production in late 2020 after its new facility in Casa Grande, Arizona, is complete. Whether the car will live up to its lofty expectations remains to be seen. Still, Rawlinson’s development of the Model S shows he is capable of breaking barriers, and the Air could be the electric industry’s next big thing.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
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SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.
SpaceX has achieved an incredible milestone by launching its 11,000th Starlink satellite into orbit.
This accomplishment occurred during the Starlink Group 17-50 mission, which lifted off on August 19 at 04:01 UTC from Space Launch Complex 4 East at Vandenberg Space Force Base in California.
Falcon 9 launches 24 @Starlink satellites from California pic.twitter.com/UscpmAxDls
— SpaceX (@SpaceX) August 19, 2026
A Falcon 9 rocket carried 24 Starlink V2 Mini satellites on this flight, successfully deploying them into low Earth orbit approximately one hour after liftoff. The first stage booster, identified as B1097 on its twelfth flight, landed successfully on the droneship Of Course I Still Love You in the Pacific Ocean.
According to tracking data compiled around that date, this deployment brought the total number of Starlink satellites in orbit to just over 11,000.
The Starlink program began with test satellites known as Tintin A and B, launched on February 22, 2018. The first operational batch of 60 Starlink satellites followed on May 24, 2019, when a Falcon 9 rocket lifted off from Cape Canaveral. Those initial satellites marked the start of a rapid expansion that has continued for more than seven years.
SpaceX has conducted hundreds of dedicated Starlink missions since then, routinely launching batches of 20 to 30 satellites at a time using reusable Falcon 9 rockets. By mid-2026, the company had already surpassed 12,000 total satellites launched across all versions, with continuous replacements for units that deorbit as designed to manage space debris.
Looking ahead, SpaceX continues to expand the Starlink constellation to enhance global broadband coverage, capacity, and speed. The network already serves millions of users across more than 160 countries and supports applications ranging from residential internet to maritime, aviation, and emergency services.
Future plans center on next-generation hardware, including larger V3 satellites capable of delivering substantially higher throughput, which require the increased payload capacity of the Starship vehicle currently under development and testing.
In July, SpaceX submitted an application to the Federal Communications Commission seeking authority for a Gen3 constellation of up to 100,000 satellites. These spacecraft would operate in very low Earth orbit shells at altitudes near 325 kilometers and 475 kilometers. The filing requests use of existing Ku, Ka, V, and E band spectrum along with new greenfield W and D band frequencies between 92 and 275 GHz.
SpaceX states that the expanded system aims to deliver multi-gigabit symmetrical broadband to consumers, enterprises, governments, and billions of AI-powered devices worldwide while handling a majority of global internet traffic. Approval and subsequent deployment would depend on regulatory review and the operational readiness of Starship for high-volume launches.
This ambitious scale reflects SpaceX’s ongoing commitment to providing ubiquitous high-speed connectivity from space.
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Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
