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$TSLA note from Adam Jonas focuses on Tesla & the Inflation Reduction Act $TSLA note from Adam Jonas focuses on Tesla & the Inflation Reduction Act

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Tesla beats BMW and becomes number 1 in the U.S. for luxury sales

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Tesla is starting off 2023 by beating luxury vehicle maker BMW in luxury sales and becoming the top luxury car brand in the U.S. for 2022.

This is the first time a U.S. automaker has held this title in almost 25 years. In 2021, Tesla was bested by only 23,244 vehicles, but in 2022, Tesla led by 156,612 vehicles, Automotive News reported.

Estimates from the Automotive News Research & Data Center found that Tesla sold over 491,000 cars in the U.S. in 2022, which is up by 44%, crossing one million deliveries globally. Luxury sales in the U.S. dropped in 2022, and the broader market dropped around 8%. Despite the drops, U.S. vehicle registration data showed that Tesla had a 124,786 vehicle lead over its nearest luxury competitor through October.

Shaun Bugbee of BMW North America told the publication that there’s been a very strong demand for EVs. “Our gate is really our limitation on volume right now in terms of supply,” he said.

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Tyson Jominy, vice president of data and analytics at J.D. Power, told Automotive News that luxury buyers want EVs, but the one that only sells EVs is now the sales leader.

“If you want to be at the top of the luxury segment, you’ve got to beat Tesla, and you’ve got to do it with EVs,” he said.

Tesla had a remarkable year in 2022. Its vehicle deliveries grew 40% year-over-year, and production grew 47% year-over-year. It produced 439,701 and delivered 405,278 electric vehicles in the fourth quarter of 2022. In total, Tesla produced 1,369,611 and delivered 1,313,851 EVs last year, its first year past the million-unit mark. Those numbers do not include the first of its all-electric Class 8 Semi trucks to PepsiCo in December.

Other notable achievements Tesla accomplished last year include its Energy side. It opened its Megafactory in Lathrop, California, and quickly began ramping up hiring after breaking ground in August. Tesla also launched Tesla Electric for Texas, which allows Powerwall owners to participate in virtual power plants.

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Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.  

Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.

Teslarati is now on TikTok. Follow us for interactive news & more. Teslarati is now on TikTok. Follow us for interactive news & more. You can also follow Teslarati on LinkedInTwitter, Instagram, and Facebook.

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Johnna Crider is a Baton Rouge writer covering Tesla, Elon Musk, EVs, and clean energy & supports Tesla's mission. Johnna also interviewed Elon Musk and you can listen here

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Tesla Semi gets new product launch as mass manufacturing hits Plaid Mode

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

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Credit: Tesla

The Tesla Semi is getting a new production launch as mass manufacturing on the all-electric truck is gearing up to hit Plaid Mode.

Tesla has introduced a game-changing addition to its commercial charging lineup with the new 125 kW Basecharger for Semi. Launched this week as part of the new “Semi Charging for Business” program, this compact unit is purpose-built for depot and overnight charging of Tesla Semi trucks.

While the 1.2 MW Megacharger handles quick 30-minute en-route boosts, the Basecharger serves as a reliable overnight solution for longer dwell times at warehouses, distribution centers, fleet yards, and even, potentially, homes.

Delivering up to 60 percent of the Semi’s range in roughly four hours, perfect for overnight top-ups during mandated driver rest periods or while trucks are loaded or unloaded. Its fully integrated design eliminates the need for bulky separate AC-to-DC cabinets.

Tesla engineers tucked one of the power modules from a V4 Supercharger Cabinet directly inside the sleek post, resulting in a compact footprint. It also features a six-meter cable for layout flexibility. This is one thing that must have been learned through the V4 Supercharger rollout.

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Installation and operating costs drop dramatically thanks to daisy-chaining. Up to three Basechargers can share a single 125 kVA breaker, slashing electrical infrastructure requirements. The unit outputs 150 amps continuous across an 180–1,000 VDC range, matching the Semi’s high-voltage architecture while supporting the MCS 3.2 standard.

Tesla Semi sends clear message to Diesel rivals with latest move

Priced from $40,000 for a minimum order of two units, the Basecharger is far more affordable than the $188,000 Megacharger setup for two posts. Deliveries begin in early 2027. Buyers also receive Tesla’s full network-level software, remote monitoring, maintenance, and a guaranteed 97 percent or higher uptime—critical for fleet reliability.

This launch arrives as Tesla accelerates high-volume Semi production at its Nevada factory, targeting 50,000 units annually. By pairing affordable depot charging with ultra-fast highway options, Tesla removes one of the biggest obstacles to electrifying Class 8 trucking: infrastructure cost and complexity.

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Fleet operators stand to gain lower electricity rates during off-peak hours, dramatically reduced maintenance compared to diesel, and quieter yards at night. The Basecharger isn’t just another charger—it’s the practical bridge that makes large-scale electric semi adoption economically viable.

With the Basecharger handling “home” duties and Megachargers powering the road, Tesla is delivering a complete ecosystem that could finally tip the scales toward zero-emission freight. For trucking companies ready to go electric, the future just got a whole lot more charger-friendly.

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Tesla revises new Intervention Reporting system with Full Self-Driving

It is the second revision to the program as Tesla is trying to make it easier to decipher driver and owner complaints, but also to make it easier to report issues within the suite for them.

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Credit: Tesla

Tesla has revised its new Intervention Reporting system within the Full Self-Driving suite that now categorizes reasons that drivers take over when the semi-autonomous driving functionality is active.

It is the second revision to the program as Tesla is trying to make it easier to decipher driver and owner complaints, but also to make it easier to report issues within the suite for them.

With the initial rollout of Full Self-Driving v14.3.2, Tesla included a new reporting menu that gave four options for an intervention: Preference, Comfort, Critical, and Other. A slightly revised version of Full Self-Driving with the same ID number then came out a few days later, changing the “Other” option to “Navigation” after numerous complaints from owners.

It appears Tesla has listened to those owners once again and has not only made it smaller and more compact, but also easier to report the issues than previously.

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The new menu is now embedded within the request for a Voice Memo from Tesla, and does not block the entire screen, as the second rollout of the menu was:

There will likely be one additional revision to the Interventions Menu, as we have coined it here at Teslarati.

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Unfortunately, at times, there are no reasons for an intervention at all, but the menu does not give an option to simply disregard the reporting and forces the driver to choose one of the options. We, as well as other notable Tesla influencers, indicated that there is not always a reason for an intervention.

For example, I choose to back into my parking spot in my neighborhood at least some of the time for the reason of charging. I usually hit “Preference” for this, but it sends a false positive to Tesla that there was a reason I took over that I was unhappy with.

Tesla begins probing owners on FSD’s navigation errors with small but mighty change

Instead, I’m simply performing a maneuver that is not yet available to us. When Tesla allows drivers to choose the orientation at which their car enters a parking spot, I and many others won’t have to deal with this menu.

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Others are still skeptical that it will help resolve any issues whatsoever and prefer to disregard the menu altogether. It does seem as if Tesla will issue another revision in the coming days to allow this to happen.

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California hits Tesla Cybercab and Robotaxi driverless cars with new law

California just gave police power to ticket driverless cars, including Tesla’s Cybercab fleet.

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Concept rendering of Tesla Cybercab being cited by CA Highway Patrol (Credit: Grok)

California DMV formally adopted new rules on April 29, 2026 that allow law enforcement to issue “notices of noncompliance”, or in other words ticket autonomous vehicle companies when their cars commit moving violations. The rules take effect July 1, 2026 and officially closes a regulatory gap that previously let driverless cars operate on public roads with nearly no traffic enforcement consequences.

Until now, state traffic laws only applied to human “drivers,” which meant that when no person was behind the wheel, police had no mechanism to issue a ticket. Officers were limited to citing driverless vehicles for parking violations only. A well-known example came in September 2025, when a San Bruno officer watched a Waymo robotaxi execute an illegal U-turn and could do nothing but notify the company.

Under the new framework, when an officer observes a violation, the autonomous vehicle company is effectively treated as the driver. Companies must report each incident to the DMV within 72 hours, or 24 hours if a collision is involved. Repeated violations can result in fleet size restrictions, operational suspensions, or full permit revocation. Local officials also gained new authority to geofence driverless vehicles out of active emergency zones within two minutes and require a live emergency response line answered within 30 seconds.

Tesla Cybercab ramps Robotaxi public street testing as vehicle enters mass production queue

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California’s new enforcement rules arrive at a pivotal moment for Tesla. The company is ramping Cybercab production at Giga Texas toward hundreds of units per week, targeting at least 2 million units annually at full capacity, while simultaneously pushing to expand its Robotaxi service to dozens of U.S. cities by end of 2026. Unsupervised FSD for consumer vehicles is currently targeted for Q4 2026, and when it arrives, Tesla’s fleet may not have a human to absorb legal accountability, under the July 1 rules.

Tesla has confirmed plans to expand its Robotaxi service to seven new cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, with the service already running without safety drivers in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.

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