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Tesla’s disruption is making Germany’s elite automakers very tense about the future
There was once a time when Germany’s largest automakers looked on with amusement as Tesla, a small Silicon Valley electric car maker, purchased a gigantic car factory in Fremont, CA to produce its first ground-up premium sedan. Today, amidst the Model 3’s disruption and the impending arrival of the Model Y, it appears that no one in Das Auto is laughing anymore.
Electrification is something that used to be scoffed at, especially among the industry’s serious players. When Tesla was starting out, the transportation sector was still fully committed to the internal combustion engine. And in this era, Germany’s elite three — Daimler, Volkswagen, and BMW — reigned supreme. Their vehicles were sought after, and they were known for their power and pedigree. That was, at least, until upstart companies such as Tesla entered the picture.
Tesla represented everything that legacy auto was not. Instead of relying fully on a vast dealer network, Tesla sold its cars on its own. Instead of relying on a network of suppliers, Tesla adopted a vertically-integrated model. Instead of spamming its cars with all the plush amenities found in traditional luxury cars, Tesla’s EVs were spartan and minimalistic. These little differences, coupled with the fact that its vehicles are unlike any other on the road in terms of performance and tech, made the electric car maker a brand to watch among consumers looking to purchase a vehicle.
What really makes Tesla a pretty concerning opponent is the company’s dedication to its mission — to accelerate the advent of sustainability. This means that the company is about so much more than just profits. It’s a company that is legitimately trying its best to change the world, and it is beckoning everyone for support. And support it has gained. Among automakers, Tesla currently stands supreme according to social media presence. Today, the Model 3 is outselling mainstays like the BMW M3, and the arrival of the Model Y could end up disrupting a market previously held by cars like the Porsche Macan.
Today, Tesla stands as a leader in the EV market, with vehicles that have advanced driver-assist features such as Autopilot, a Full Self-Driving suite that includes capabilities like Smart Summon, and a system that constantly improves through free over-the-air updates. With these, Tesla’s electric cars such as the Model S and Model 3 have dominated their respective EV segments.
So how did Tesla end up disrupting the market even if Das Auto had all the resources all along to beat Tesla at its own game years ago? Perhaps it’s hubris, or maybe it was simply an honest mistake. Nevertheless, Tesla has now reached a point where it would be very difficult to reach and overtake, especially when it comes to the tech and batteries of its vehicles. This was highlighted when Volkswagen reportedly got its hands on a Mid Range Tesla Model 3. After tearing down the vehicle, the veteran automaker was reportedly shocked at how advanced the vehicle was.
Sajjad Khan, a Pakistani-born Daimler executive who is a member of the divisional board for CASE (Connected, Autonomous, Shared, Electric) at Mercedes-Benz, believes that this does not need to be the case. In a recent town hall meeting, Khan told an audience that the time is nigh for Germany’s auto sector to get a wake-up call.
“We need a wake-up call. We have to change fundamentally — as individuals, as departments, as a company, as a country. If we don’t, we’re going to be facing tough times ahead. We need to rebuild the mentality that made the economic miracle (in postwar Germany) possible. And we can’t wait until we have fallen on our faces to do this,” he said.
Fortunately, it may be too premature to dismiss Germany’s veteran automakers and their EV efforts. Porsche proved to the world that it can match and perhaps even exceed the performance of Tesla’s flagship sedan with the Taycan, though it had to make do with significantly less range and a far higher price. Volkswagen, for its part, is spending large amounts in its efforts to produce electric vehicles. The company is looking to conduct its ramp quickly, to the point where it would no longer sell diesel and gasoline cars by 2040.
That’s what one could call the end of an era.
Elon Musk
Tesla announces crazy new Full Self-Driving milestone
The number of miles traveled has contextual significance for two reasons: one being the milestone itself, and another being Tesla’s continuing progress toward 10 billion miles of training data to achieve what CEO Elon Musk says will be the threshold needed to achieve unsupervised self-driving.
Tesla has announced a crazy new Full Self-Driving milestone, as it has officially confirmed drivers have surpassed over 8 billion miles traveled using the Full Self-Driving (Supervised) suite for semi-autonomous travel.
The FSD (Supervised) suite is one of the most robust on the market, and is among the safest from a data perspective available to the public.
On Wednesday, Tesla confirmed in a post on X that it has officially surpassed the 8 billion-mile mark, just a few months after reaching 7 billion cumulative miles, which was announced on December 27, 2025.
Tesla owners have now driven >8 billion miles on FSD Supervisedhttps://t.co/0d66ihRQTa pic.twitter.com/TXz9DqOQ8q
— Tesla (@Tesla) February 18, 2026
The number of miles traveled has contextual significance for two reasons: one being the milestone itself, and another being Tesla’s continuing progress toward 10 billion miles of training data to achieve what CEO Elon Musk says will be the threshold needed to achieve unsupervised self-driving.
The milestone itself is significant, especially considering Tesla has continued to gain valuable data from every mile traveled. However, the pace at which it is gathering these miles is getting faster.
Secondly, in January, Musk said the company would need “roughly 10 billion miles of training data” to achieve safe and unsupervised self-driving. “Reality has a super long tail of complexity,” Musk said.
Training data primarily means the fleet’s accumulated real-world miles that Tesla uses to train and improve its end-to-end AI models. This data captures the “long tail” — extremely rare, complex, or unpredictable situations that simulations alone cannot fully replicate at scale.
This is not the same as the total miles driven on Full Self-Driving, which is the 8 billion miles milestone that is being celebrated here.
The FSD-supervised miles contribute heavily to the training data, but the 10 billion figure is an estimate of the cumulative real-world exposure needed overall to push the system to human-level reliability.
News
Tesla Cybercab production begins: The end of car ownership as we know it?
While this could unlock unprecedented mobility abundance — cheaper rides, reduced congestion, freed-up urban space, and massive environmental gains — it risks massive job displacement in ride-hailing, taxi services, and related sectors, forcing society to confront whether the benefits of AI-driven autonomy will outweigh the human costs.
The first Tesla Cybercab rolled off of production lines at Gigafactory Texas yesterday, and it is more than just a simple manufacturing milestone for the company — it’s the opening salvo in a profound economic transformation.
Priced at under $30,000 with volume production slated for April, the steering-wheel-free, pedal-less Robotaxi-geared vehicle promises to make personal car ownership optional for many, slashing transportation costs to as little as $0.20 per mile through shared fleets and high utilization.
Credit: wudapig/Reddit< /a>
While this could unlock unprecedented mobility abundance — cheaper rides, reduced congestion, freed-up urban space, and massive environmental gains — it risks massive job displacement in ride-hailing, taxi services, and related sectors, forcing society to confront whether the benefits of AI-driven autonomy will outweigh the human costs.
Let’s examine the positives and negatives of what the Cybercab could mean for passenger transportation and vehicle ownership as we know it.
The Promise – A Radical Shift in Transportation Economics
Tesla has geared every portion of the Cybercab to be cheaper and more efficient. Even its design — a compact, two-seater, optimized for fleets and ride-sharing, the development of inductive charging, around 300 miles of range on a small battery, half the parts of the Model 3, and revolutionary “unboxed” manufacturing — is all geared toward rapid production.
Operating at a fraction of what today’s rideshare prices are, the Cybercab enables on-demand autonomy for a variety of people in a variety of situations.
Tesla ups Robotaxi fare price to another comical figure with service area expansion
It could also be the way people escape expensive and risky car ownership. Buying a vehicle requires expensive monthly commitments, including insurance and a payment if financed. It also immediately depreciates.
However, Cybercab could unlock potential profitability for owning a car by adding it to the Robotaxi network, enabling passive income. Cities could have parking lots repurposed into parks or housing, and emissions would drop as shared electric vehicles would outnumber gas cars (in time).
The first step of Tesla’s massive production efforts for the Cybercab could lead to millions of units annually, turning transportation into a utility like electricity — always available, cheap, and safe.
The Dark Side – Job Losses and Industry Upheaval
With Robotaxi and Cybercab, they present the same negatives as broadening AI — there’s a direct threat to the economy.
Uber, Lyft, and traditional taxis will rely on human drivers. Robotaxi will eliminate that labor cost, potentially displacing millions of jobs globally. In the U.S. alone, ride-hailing accounts for billions of miles of travel each year.
There are also potential ripple effects, as suppliers, mechanics, insurance adjusters, and even public transit could see reduced demand as shared autonomy grows. Past automation waves show job creation lags behind destruction, especially for lower-skilled workers.
Gig workers, like those who are seeking flexible income, face the brunt of this. Displaced drivers may struggle to retrain amid broader AI job shifts, as 2025 estimates bring between 50,000 and 300,000 layoffs tied to artificial intelligence.
It could also bring major changes to the overall competitive landscape. While Waymo and Uber have partnered, Tesla’s scale and lower costs could trigger a price war, squeezing incumbents and accelerating consolidation.
Balancing Act – Who Wins and Who Loses
There are two sides to this story, as there are with every other one.
The winners are consumers, Tesla investors, cities, and the environment. Consumers will see lower costs and safer mobility, while potentially alleviating themselves of awkward small talk in ride-sharing applications, a bigger complaint than one might think.
Elon Musk confirms Tesla Cybercab pricing and consumer release date
Tesla investors will be obvious winners, as the launch of self-driving rideshare programs on the company’s behalf will likely swell the company’s valuation and increase its share price.
Cities will have less traffic and parking needs, giving more room for housing or retail needs. Meanwhile, the environment will benefit from fewer tailpipes and more efficient fleets.
A Call for Thoughtful Transition
The Cybercab’s production debut forces us to weigh innovation against equity.
If Tesla delivers on its timeline and autonomy proves reliable, it could herald an era of abundant, affordable mobility that redefines urban life. But without proactive policies — retraining, safety nets, phased deployment — this revolution risks widening inequality and leaving millions behind.
Elon on the MKBHD bet, stating “Yes” to the question of whether Tesla would sell a Cybercab for $30k or less to a customer before 2027 https://t.co/sfTwSDXLUN
— TESLARATI (@Teslarati) February 17, 2026
The real question isn’t whether the Cybercab will disrupt — it’s already starting — it’s whether society is prepared for the economic earthquake it unleashes.
News
Tesla Model 3 wins Edmunds’ Best EV of 2026 award
The publication rated the Model 3 at an 8.1 out of 10, and with its most recent upgrades and changes, Edmunds says, “This is the best Model 3 yet.”
The Tesla Model 3 has won Edmunds‘ Top Rated Electric Car of 2026 award, beating out several other highly-rated and exceptional EV offerings from various manufacturers.
This is the second consecutive year the Model 3 beat out other cars like the Model Y, Audi A6 Sportback E-tron, and the BMW i5.
The car, which is Tesla’s second-best-selling vehicle behind the popular Model Y crossover, has been in the company’s lineup for nearly a decade. It offers essentially everything consumers could want from an EV, including range, a quality interior, performance, and Tesla’s Full Self-Driving suite, which is one of the best in the world.
The Tesla Model 3 has won Edmunds Top EV of 2026:
“The Tesla Model 3 might be the best value electric car you can buy, combining an Edmunds Rating of 8.1 out of 10, a starting price of $43,880, and an Edmunds-tested range of 338 miles. This is the best Model 3 yet. It is… pic.twitter.com/ARFh24nnDX
— TESLARATI (@Teslarati) February 18, 2026
The publication rated the Model 3 at an 8.1 out of 10, and with its most recent upgrades and changes, Edmunds says, “This is the best Model 3 yet.”
In its Top Rated EVs piece on its website, it said about the Model 3:
“The Tesla Model 3 might be the best value electric car you can buy, combining an Edmunds Rating of 8.1 out of 10, a starting price of $43,880, and an Edmunds-tested range of 338 miles. This is the best Model 3 yet. It is impressively well-rounded thanks to improved build quality, ride comfort, and a compelling combination of efficiency, performance, and value.”
Additionally, Jonathan Elfalan, Edmunds’ Director of Vehicle Testing, said:
“The Model 3 offers just about the perfect combination of everything — speed, range, comfort, space, tech, accessibility, and convenience. It’s a no-brainer if you want a sensible EV.”
The Model 3 is the perfect balance of performance and practicality. With the numerous advantages that an EV offers, the Model 3 also comes in at an affordable $36,990 for its Rear-Wheel Drive trim level.
Tesla announces crazy new Full Self-Driving milestone
Tesla Cybercab production begins: The end of car ownership as we know it?
