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Ford seemingly denies Tesla’s existence as it supports CA’s zero-emissions initiative
A recent press conference from California Governor Gavin Newsom proved to be quite interesting for the Tesla and electric car community. During his speech, where he praised California’s place as the leader in the United States’ electric vehicle movement, the governor dubbed veteran automaker Ford as the leader in the EV sector. Even more interestingly, the CA governor seemed almost intent to leave Tesla out when he was speaking about the state’s EV milestones.
The governor’s speech was shared on Twitter by Ford COO Jim Farley, who noted that the veteran carmaker is the only American automaker to stand behind California in its efforts to reduce greenhouse gas emissions. This statement promptly raised some eyebrows and sarcastic jokes from the online EV community, considering that Tesla, an all-American automaker, has been mass-producing zero-emissions cars in the state for years. The fact that there was a Model 3 parked beside a Ford Mustang Mach-E during the speech was just icing on the cake.
“I want to thank in particular a number of automobile manufacturers that get it and are starting to get it done, led by Bill Ford and Ford. They have been a leader in this space. They’re not a laggard, and they’re not willing to just suffer the fate of a future of dirtier air, dirtier water, and more climate disruption. They want to lead and they are leading with innovation and an entrepreneurial mindset that’s leading to more customer choice, that’s leading to new technological advancements, and allow them to be on the vanguard of leadership, not just in the United States as a manufacturer, but around the rest of the world,” the governor said.
As noted by tech YouTuber and EV advocate Jeremy Judkins, things get even more interesting when one looks at the governor’s statements before his comments on Ford’s EV leadership. Newsom highlighted that California has 34 manufactures of electric vehicles, and he also remarked that EVs represent the second-largest export of the state. The governor added that the market caps of the publicly-traded electric car makers in California stand at nearly half a trillion dollars.
“Currently today, the state has 34 manufacturers of electric vehicles. No state in America comes close. This state represents just shy of 50% of all the electric vehicle purchases in the United States of America. We have, by one estimate, close to three-quarters of a million electric vehicles in the State of California — 726,000 at last count— no state comes close. Our second-largest export, rather, in the State of California is electric vehicles.
“Those 34 manufacturers represent — those publicly traded manufacturers — represent close to one half a trillion dollars of market capitalization. Some $500 billion. This is an economic opportunity, the opportunity to transform our economy across sectors, the opportunity to accelerate innovation in the entrepreneurial spirit, the opportunity to bring more companies here into the State of California, creating more jobs,” Newsom said.
It should be noted that Tesla represents the lion’s share of the EV exports that the California governor was referring to. The company also represents the majority of the combined $500 billion market cap of the state’s electric car makers, considering that Tesla currently has a market cap of about $360 billion on its own. These figures, as well as the presence of a literal Tesla just a few feet away from Newsom’s podium, made the governor’s speech rather peculiar on its own.
Granted, Ford could probably justify its statements by claiming that Tesla is not a pure automaker, but a tech company per se. Still, the rather discrete denial of the electric car maker’s existence in an event about reducing greenhouse gas emissions is still quite strange nonetheless. That being said, Ford could not claim to be a purely American carmaker either, considering that some of the vehicles it sells in the country are produced in foreign territories. The Mustang Mach-E, for example, will be made in Ford’s Cuautitlán Izcalli, Mexico plant, making the vehicle not quite as “American” as its competitor, the Tesla Model Y, which is produced in California.
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Tesla CEO Elon Musk outlines expectations for Cybercab production
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
Tesla CEO Elon Musk outlined expectations for Cybercab production as the vehicle is officially set to start rolling off manufacturing lines at the company’s Giga Texas factory in less than 100 days.
Cybercab is specifically designed and catered to Tesla’s self-driving platform and Robotaxi ride-hailing service. The company has been pushing hard to meet its self-set expectations for rolling out an effective self-driving suite, and with the Cybercab coming in under 100 days, it now needs to push for Unsupervised Self-Driving in the same time frame.
Tesla CEO Elon Musk confirms Robotaxi is set to go unsupervised
This is especially pertinent because the Cybercab is expected to be built without a steering wheel or pedals, and although some executives have said they would build the car with those things if it were necessary.
However, Musk has maintained that the Cybercab will not have either of those things: it will have two seats and a screen, and that’s it.
With production scheduled for less than 100 days, Musk broke down what people should expect from the initial manufacturing phases, being cautiously optimistic about what the early stages will likely entail:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
Musk knows better than most about the challenges of ramping up production of vehicles. With the Model 3, Musk routinely refers to it as “production hell.” The Cybertruck, because of its polarizing design and stainless steel exterior, also presented challenges to Tesla.
With the important caveat that initial production is always very slow and follows an S-curve.
The speed of the production ramp is inversely proportionate to how many new parts and steps there are.
For Cybercab and Optimus, almost everything is new, so the early production…
— Elon Musk (@elonmusk) January 20, 2026
The Cybercab definitely presents an easier production process for Tesla, and the company plans to build millions of units per year.
Musk said back in October 2024:
“We’re aiming for at least 2 million units a year of Cybercab. That will be in more than one factory, but I think it’s at least 2 million units a year, maybe 4 million ultimately.”
When April comes, we will find out exactly how things will move forward with Cybercab production.
Tesla has revealed an awesome Model 3 and Model Y incentive to help consumers make the jump to one of its affordable mass-market vehicles, but it’s ending soon.
Tesla is offering one free upgrade on eligible inventory of the Model 3 and Model Y until February 2.
This would help buyers receive the most expensive paid option on the vehicle at no additional cost, meaning white interior or a more premium paint option will be free of charge if you take delivery on or before February 2.
Tesla states on its website for the offer:
“Only for limited inventory while supplies last. Price displayed on inventory listings already deducts the cost of the free option.”
Tesla says its one free upgrade offer on eligible U.S. inventory for the Model 3 and Model Y ends February 2.
With this incentive, buyers receive the most expensive paid option on the vehicle at no additional cost (up to $2k in savings). pic.twitter.com/IhoiURrsDI
— Sawyer Merritt (@SawyerMerritt) January 21, 2026
This latest incentive is just another advantage Tesla has by selling its vehicles directly and not using some sort of dealership model that relies on approvals from higher-ups. It is important to note that these programs are offered to help stimulate demand and push vehicles into customers’ hands.
It is not the only incentive Tesla is currently offering, either. In fact, there is a much larger incentive program that Tesla is working on, and it has to do with Full Self-Driving transfers, which could result in even more sales for the company through Q1.
Tesla is ending its FSD Transfer program on March 31, as it plans to transition to a Subscription-only basis with the self-driving suite for anyone who has not already purchased it outright.
This could help drive some on-the-fence buyers to new vehicles, but it remains to be seen. Given the timing of the program’s demise, it appears Tesla is hoping to use it to add additional sales and bolster a strong Q1 2026.
Interior and exterior paint colors can add up to $2,000 if you choose the most premium Ultra Red body color, or an additional $1,000 for the Black and White interior option. The discount, while small, could help get someone their preferred design configuration, instead of settling for something that is not quite what they want.
Tesla Full Self-Driving is getting an outrageous insurance offer with insanely cheap rates that will slash the cost of coverage by 50 percent.
Lemonade, a digital insurance company, has launched its first-of-a-kind product known as Lemonade Autonomous Car Insurance, and it is starting with an exclusive offer to FSD. The new offer will cut rates for FSD-engaged driving by “approximately 50 percent,” highlighting the data that shows a significantly safer driving environment when the suite is activated and engaged.
The company also said it plans to introduce even cheaper rates as Tesla continues to release more advanced FSD versions through software updates. Tesla has been releasing new FSD versions every few weeks, highlighting vast improvements for those who have the latest AI4 chip.
The announcement comes just a few months afterLemonade Co-Founder and President Shai Wininger said that he wanted to insure FSD vehicles for “almost free.” He said that Tesla’s API complemented Lemonade’s AI-based platform because it provides “richer and more accurate driving behavior data than traditional UBI devices.”
Tesla Full Self-Driving gets an offer to be insured for ‘almost free’
In mid-December, Lemonade then offered Tesla owners in California, Oregon, and Arizona the opportunity to connect their vehicles directly to the company’s app, which would provide a direct connection and would require a separate telematics device, which is required with other insurance providers who offer rates based on driving behaviors.
This latest development between Lemonade and Tesla is something that Wininger believes will be different because of the advanced nature of FSD:
“Traditional insurers treat a Tesla like any other car, and AI like any other driver. But a car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human.”
He went on to say that the existing pay-per-mile product has given the company something that no traditional insurer has been able to offer. This comes through Lemonade’s “unique tech stack designed to collect massive amounts of real driving data for precise, dynamic pricing.”
The reputation FSD has gathered over the past few years is really impressive. Wininger backed this with some more compliments:
“Teslas driven with FSD are involved in far fewer accidents. By connecting to the Tesla onboard computer, our models are able to ingest incredibly nuanced sensor data that lets us price our insurance with higher precision than ever before.”
The product will begin its official rollout in Arizona on January 26. Oregon will get it a month later.
Tesla CEO Elon Musk outlines expectations for Cybercab production
Tesla reveals awesome Model 3 and Model Y incentive, but it’s ending soon
