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The Age of Tesla: Consumer Reports survey reveals that the EV era has begun
Amidst the release of Tesla’s record-breaking numbers for 2020, which saw the electric car maker produce and deliver half a million vehicles during a pandemic, it appears that the American public is just about ready to embrace the EV revolution. This was emphasized in a survey conducted by Consumer Reports, which revealed that the American car buyers are just about ready to embrace the Age of Tesla and EVs.
Consumer Reports’ latest nationally representative survey on electric cars showed that public perception regarding EVs is taking steps towards the mainstream. While only about 30% of the survey’s respondents stated that they are notably familiar with electric cars, almost all the participants had at least heard of EVs. Interest in electric cars was extremely high, with 71% of US drivers stating that they would consider buying an electric car at some point in the future.
Nearly a third of the survey’s respondents indicated that they are interested in purchasing an electric car for their next car. More than 70% of the study’s respondents also agreed on the notion that electric vehicles would be better for the environment, and that automakers should offer more vehicle types such as plug-in electric pickups and SUVs alongside their car EV offerings.

Overall, the results of Consumer Reports’ survey shows that consumers are now becoming steadily more aware of electric cars. And while there are still some concerns about challenges such as the availability of charging stations on the road, Chris Harto, CR’s senior sustainability policy analyst, noted that the use of public charging stations is actually quite rare for a good number of electric car owners.
“American drivers are accustomed to having ready access to gas stations, and may not realize that if they have a personal garage or driveway, they’ll be doing most of their charging at home with an EV. Even though we have found that the typical driver would make as few as six stops at a public charging station every year, a more robust network of fast-charging stations would help alleviate buyers’ concerns about switching to an electric vehicle,” Harto said.
Amidst this shift, the progress and growth of companies like Tesla have been invaluable in pushing the electric vehicle revolution. Tesla’s Supercharger Network, for one, was established and ramped at a time when the company was only producing one vehicle, and at very limited numbers. But years down the road, the Supercharger Network stands as one of the most convenient and reliable rapid charging systems in the country. And considering that Tesla is only getting more aggressive with its Supercharger ramp, the rapid-charging system seems poised to be opened to other EVs as well.

What is rather remarkable is that the EV revolution is now going far beyond Tesla. While Tesla is still poised to lead the market thanks to its head start in battery tech and software, other compelling electric cars from other automakers are also being released. There’s Rivian with its R1T pickup and R1S SUV, both of which are designed to make waves in the luxury adventure market. Lucid Motors’s Air sedan is coming for luxury vehicles like the Mercedes-Benz S-Class. Even legacy automakers like Volkswagen are making some serious bets on electric vehicles, as evidenced by the efforts of VW exec Herbert Diess, a noted ally of Elon Musk.
As electric cars go mainstream and vehicles like the Model 3 and Model Y become more attainable, reasons for sticking with the internal combustion engine decreases significantly. With numerous regions like Europe and China looking to ban ICE cars within the coming years, after all, gas and diesel-powered vehicles are only going to be less compelling. And amidst this decline, electric vehicles like Tesla’s lineup are only bound to get more and more attractive.
EV-Survey-2020-Fact-Sheet-12.16.20-3 by Simon Alvarez on Scribd
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Tesla bolsters App with new safety, insurance, and storage features
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.
Tesla Insurance – Safety Score 3.0
This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.
Tesla intertwines FSD with in-house Insurance for attractive incentive
Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).
Update Tracking
Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.
Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.
Storage Management
Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.
Now, manually deleting the Dashcam videos is easier than ever.
Trailer Light Test
This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.
Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.
Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.
News
Tesla Robotaxi-only Superchargers are starting to appear
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.
Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.
In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.
A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.
The sites were spotted by Supercharger observer MarcoRP.
On the same day, Tesla also submitted a draft for another proposed location in the city of Mesa, also listed as private use.
This site is located in an industrial area on the east side of the city. pic.twitter.com/jCC1IsKKKw
— MarcoRP (@MarcoRPi1) April 17, 2026
Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.
By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.
The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.
V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.
The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.
Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.
Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.
Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.