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Tesla’s new customers come from Toyota, Honda most frequently: study

Tesla Model S Plaid Coming to China

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Research published by S&P Global Mobility has identified which brands consumers are leaving when they buy a new Tesla.

Tesla has become notorious for taking the sales of other notable brands as customers look to switch to electric vehicles. Now, data has been published showing which brands are losing the most customers to Tesla. S&P Global Mobility found, most notably, that over a quarter of Tesla buyers were coming from either Toyota or Honda.

Specifically, S&P’s report found that 28.6% of customers came from either Toyota (15.3%) or Honda (13.3%). Roughly another 17% were coming from German luxury brands; BMW (6.7%), Mercedes-Benz (6.2%), and Audi (4.4%). Fewer customers came from domestic brands like Ford (5.4%) and Chevrolet (4.7%).

tesla conquests s&p global mobility

Tesla Conquests – Credit: S&P Global Mobility

The effect of legacy brands losing customers to Tesla is perhaps most visible in the luxury segment, where the researchers found that Tesla controls 86% of the EV market. The next closest competitors were Audi (3%), Rivian (2%), and Polestar (2%). Combined, these four brands account for over 93% of luxury EV sales in the U.S.

ev registrations 2022

Credit: S&P Global Mobility

Customers leaving gas vehicles were found to most often buy a Tesla Model Y or Tesla Model 3. The survey also found that the Ford Mustang Mach-E, Hyundai Ioniq 5, and Chevy Bolt were popular options.

A couple of factors attributed to why customers left certain brands more than others. First of all, a lack of electric options had an apparent effect on results. Brands like Ford, Chevy, and Hyundai/Kia, which have EV offerings, had a clear leg up on competitors who had no electric offerings; Honda, Toyota, and Lexus. S&P also noted that those who offered cheaper electric offerings were ahead of those who did not.

Sadly, survey results indicating why customers left the brands they did were not present. Furthermore, no data indicated what percent of customers leaving a given brand chose Tesla instead of other options.

Another surprising result was regarding overall market share. Tesla controls 65% of the electric vehicle market in the United States, but that has shrunk from 79% in 2020. While the researchers pointed out that the simple growth of the EV market and the growing number of consumer options have contributed to this, another notable segment where Tesla has lost its footing is affordable electric vehicles. The segment is now led by Ford (28%), Kia (19%), Hyundai (16%), and Chevrolet (16%).

The research shows that Tesla continues to dominate the U.S. market, and brands should take note of the rapidly growing disparity between the brands with and without electric vehicle offerings. As S&P Global Mobility indicates in its conclusion, the growing market for electric vehicles will quickly determine the successful and unsuccessful automotive brands. Only time will tell if legacy brands will take notice.

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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!

Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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SpaceX achieves incredible milestone with Starlink program

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Credit: SpaceX

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.

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.

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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 is opening Cybercab rides to a select few

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Credit: Tesla

Tesla has opened a new sweepstakes to allow the public to be among the first to take an initial ride in a Cybercab. This all-electric, steering-wheel-less, pedal-less vehicle is the centerpiece of the company’s autonomous ride-hailing platform, Robotaxi.

There are two ways Tesla fans can get to Austin to take part in the first public rides of the Cybercab: by riding on the Robotaxi platform by August 23, or by mailing a very specific entry to their Headquarters at Gigafactory Texas.

Tesla announced the latter portion of the sweepstakes last night:

Tesla will give one entry into the sweepstakes if you mail a 3″ by 5″ piece of paper with your full name, mailing address, telephone number, email address, and date of birth to their address:

Tesla, Robotaxi Sweeps Event

1 Tesla Road,

Austin, TX 78725

There is a limit of one entry per stamped envelope. You can send as many as you’d like, but they must be in separate envelopes.

The company’s unique strategy to give people the opportunity to ride in a Cybercab before pretty much anyone else outside of the company is a hilarious but spot-on representation of how Tesla operates. In classic fashion, they had the perfect response to the event:

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Cybercab will launch later this month, it appears, especially as it plans to announce the winners of the sweepstakes on August 25. The car has already been operating internally, as employees have been able to utilize the Cybercab for rides in some capacity, something it announced earlier this month.

Tesla weirdly confirms Cybercab employee rides, a huge milestone

Moving forward, the big goal is to get Cybercab out on the roads and integrated into the public Robotaxi fleet, one that will pick up real-world ride-hailers and give them a ride from Point A to Point B.

No matter which way you cut it, it appears Tesla is close to putting a vehicle with no steering wheel and no pedals on the road to help people travel autonomously.

You can ride along with us in our first Cybercab ride from the We, Robot event in October 2024. The video is embedded below:

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Tesla reveals plans for Robotaxi charging hub in Austin

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Credit: Grok Imagine

Tesla has revealed plans through permit submissions for a massive Robotaxi charging hub in Austin, Texas.

Tesla plans to build the Supercharger hub in multiple phases, with the second phase potentially introducing wireless induction charging, something the company has been developing for the Robotaxi fleet.

Initially, 48 Tesla Robotaxi-geared Superchargers will be built on a lot just across from the St. Elmo, Texas, Service Center. There are about 80 additional spots that will not be impacted by phase 1 of the construction process.

Filings show that the second phase of the project will turn those 80 additional spots into wireless charging for Robotaxi, but it might be an error. The Key Notes state that item 3 is listed as “V4 Charging Cabinet to Support 80 Wireless Chargers in Phase 2. However, the drawings point to V3 Cabinets that are already tied to Superchargers:

There are roughly 128 total spots in the lot, but it is unclear if they will all be used for charging based on what appears to be some sort of typo in the blueprint.

This is among the first Robotaxi charging hubs Tesla has started to develop, as it currently has four others planned throughout various areas: one in Phoenix, one in San Antonio, another in Irving, which will serve the Dallas-Fort Worth area, and another in Las Vegas.

These projects are necessary as Tesla expands its Robotaxi program. Now that preparations have started for the public launch of Cybercab, Robotaxi will likely be expanding aggressively, especially over the next two to three years.

Last night, The Information reported that Tesla was planning to launch Cybercab as soon as the end of August. Hours later, Tesla then announced it was launching a competition for fans to potentially ride in Cybercab during its first public rides.

Tesla Cybercab launch preparations have begun

Tesla’s plan to expand its charging infrastructure in the regions where Robotaxi will initially operate is great preparation for the expanding service. There is still a lot to do, including launching the Cybercab on time.

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