News
Tesla to dominate 2021, but other winners and losers in EVs to be determined
It is no secret that Tesla is expected to dominate 2021’s electric vehicle market as the company begins to show it has the robust nature it takes to grow in such a competitive market. After delivering just shy of 500,000 vehicles, according to its own Shareholder Deck via its Investor Relations website, Tesla is poised to increase that number even more this year, especially as two new Gigafactories are expected to take shape and begin rolling out EVs later this year.
Tesla’s undeniable dominance in the EV sector has been accredited to several things: hard work, strategy, luck, and seeing that EVs would be the future well before anyone really knew. Tesla has truly caused an entire industry to rethink its future strategies regarding the development of its products. Instead of slight revisions to an ICE model that has been in production for 40 years, automakers are scrapping the old-faithful vehicles that once ruled production processes for all-electric cars that are supplying the world’s brightest engineers and manufacturing experts with constant headaches.
But past the overwhelming importance for automakers to adopt EV strategies moving forward, 2021 will likely be a “make or break” year for some of the biggest names in vehicle production. While there are undoubtedly going to be winners who will join Tesla on the upward trend toward EV adoption, there are others that will fade away. Unfortunately, there is no way to look into the future and see who will win and who will lose, but the writing that currently appears on the wall will tell many investors of the EV movement who is making a commendable effort of trying to adopt new strategies and move toward sustainable transport. However, others are still stuck with the notion that there is time. However, the longer these companies wait, the further the lead will be for Tesla, who once sat in the shadows of automotive legacy, waiting for its chance to pounce.
Credit: teslaphotographer/Instagram
Deutsche Bank analyst Emmanuel Rosner upped his price target on Tesla stock on Thursday from $705 to $890, The Street reported. After already upgrading Tesla’s outlook once in 2021, Rosner is still convinced of the automaker’s dominance moving forward, looking at 2021 as the year of the EV.
But it’s not all bright-eyed and bushy-tailed for Rosner because he believes that some automakers will eventually phase themselves out of the race to EV dominance. Although nearly every company in the world that makes cars has mentioned a possible adoption to electric transport, there are still some that sit with very vague plans. Interestingly, these companies claim that Tesla will eventually fall and that scalability and software will only last so long. Sure, but Tesla has software nearly perfected, while some of the most robust and refined companies in the world are still stuck with head-scratching as their only outlet to vent their frustration.
Rosner’s note says that 2021 “should indeed see a material acceleration of electric vehicle roll-outs, and provide much clarity on winners and losers from electrification.” It’s true. We will see more EV plans this year than ever before. Companies like Rivian and Lucid plan to launch their first deliveries later this year, Tesla will be opening Giga Berlin and Giga Texas, only increasing production outputs from the automaker, and Ford will eventually begin rolling out Mach-E models after an unexpected delay of hundreds of models. But as most of us know, there is a fine line between launching a product and launching a product successfully.
What will 2021 entail for the EV sector? Mostly good things if you believe that President Joe Biden will replace an emphasis on climate control and pollution reduction. The President reactivated the U.S.’ inclusion in the Paris Agreement yesterday, a move that will excite many of the environmentalists out there. EVs undoubtedly contribute to a cleaner world, but can automakers contribute to the global transition to sustainable passenger transport? Who will win and who will lose?
What do you think? Leave a comment down below. Got a tip? Email us at tips@teslarati.com or reach out to me at joey@teslarati.com.
Elon Musk
Elon Musk offers to pay TSA salaries as government shutdown leaves agents without paychecks
Elon Musk offered to personally cover TSA salaries as the DHS shutdown deepens travel chaos nationwide.
Elon Musk says that he is willing to personally cover the salaries of Transportation Security Administration (TSA) workers caught in the crossfire of a partial government shutdown that has now dragged on for over a month. “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country,” Musk wrote.
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
— Elon Musk (@elonmusk) March 21, 2026
The offer arrives as Congress let funding expire for the Department of Homeland Security on February 14, amid a disagreement over immigration enforcement, leaving most TSA employees classified as essential and on duty but working without pay. The timing could not be more disruptive, as the shutdown is colliding directly with spring break travel season when millions of Americans are in the air.
This is not the first time TSA workers have endured this kind of hardship. TSA agents are being asked to work without pay until congressional action unblocks their paychecks, having previously held out through the longest government shutdown in U.S. history at 43 days. The pattern reveals a systemic failure in how Congress funds critical security infrastructure, and Musk’s offer shines a spotlight on that recurring failure at a moment when the public is directly feeling its effects through long lines and terminal closures.
Whether Musk can legally follow through remains unclear, as federal law generally prohibits government employees from receiving outside compensation related to their official duties.
Elon Musk
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Tesla, SpaceX, and xAI unveiled TERAFAB, a $25B chip factory targeting one terawatt of AI compute annually.
Elon Musk took the stage over the weekend at the defunct Seaholm Power Plant in Austin, Texas, to officially unveil TERAFAB, a $20-25 billion joint venture between Tesla, SpaceX, and xAI that he described as “the most epic chip building exercise in history by far.” The announcement marks the most ambitious infrastructure bet Musk has made since Gigafactory 1 in Sparks, Nevada, and it fuses three of his companies into a single, vertically integrated AI hardware machine for the first time.
TERAFAB is designed to consolidate every stage of semiconductor production under one roof, including chip design, lithography, fabrication, memory production, advanced packaging, and testing. At full capacity, the facility would scale to roughly 70% of the global output from the current world’s largest semiconductor foundry from Taiwan Semiconductor Manufacturing Company (TSMC).
Elon Musk’s stated goal is one terawatt of computing power annually, split between Tesla’s AI5 inference chips for vehicles and Optimus robots, and D3 chips built specifically for SpaceXAI’s orbital satellite constellation.
Tesla Terafab set for launch: Inside the $20B AI chip factory that will reshape the auto industry
The logic behind the merger of these three entities is rooted in a supply chain crisis Musk has been signaling for over a year. At Tesla’s Q4 2025 earnings call, he warned investors that external chip capacity from TSMC, Samsung, and Micron would hit a ceiling within three to four years. “We’re very grateful to our existing supply chain, to Samsung, TSMC, Micron and others,” Musk acknowledged at the Terafab event, “but there’s a maximum rate at which they’re comfortable expanding.” Building in-house was, in his framing, not a strategic option, but a necessity.
The space angle is where the announcement becomes genuinely unprecedented. Musk said 80% of Terafab’s compute output would be directed toward space-based orbital AI satellites, arguing that solar irradiance in space is roughly 5x greater than at Earth’s surface, and that heat rejection in vacuum makes thermal scaling viable. This directly feeds the SpaceXAI vision, which is betting that within two to three years, running AI workloads in orbit will be cheaper than doing so on the ground. The satellites, powered by constant solar energy, would effectively turn low Earth orbit into the world’s largest data center.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Historically, this announcement threads together every major Musk initiative of the past two years: the xAI-SpaceX merger, Tesla’s $2.9 billion solar equipment talks with Chinese suppliers, the 100 GW domestic solar manufacturing push, the Optimus humanoid robot program, and Starship’s development. TERAFAB is the capstone that ties them into a single coherent architecture — chips made on Earth, launched by SpaceX, powered by Tesla solar, run by xAI, and ultimately extended to the Moon.
“I want us to live long enough to see the mass driver on the moon, because that’s going to be incredibly epic,”Musk said during the presentation.
Announcing TERAFAB: the next step towards becoming a galactic civilization https://t.co/IDKey07mJa
— Tesla (@Tesla) March 22, 2026
News
Rolls-Royce makes shocking move on its EV future
When Rolls-Royce unveiled its first all-electric model, the Spectre, in 2022, former CEO Torsten Müller-Ötvös declared the brand would cease production of internal combustion engine vehicles by the end of the decade.
Rolls-Royce made a shocking move on its EV future after planning to go all-electric by the end of the decade. Now, the company is tempering its expectations for electric vehicles, and its CEO is aiming to lean on its legacy of high-powered combustion engines to lead it into the future.
In a significant reversal, Rolls-Royce Motor Cars has scrapped its ambitious plan to become an all-electric manufacturer by 2030. The luxury British marque announced the decision amid sustained customer demand for traditional combustion engines and shifting regulatory landscapes.
When Rolls-Royce unveiled its first all-electric model, the Spectre, in 2022, former CEO Torsten Müller-Ötvös declared the brand would cease production of internal combustion engine vehicles by the end of the decade.
The move aligned with the industry’s broader push toward electrification, promising silent, effortless power befitting the “Rolls-Royce of cars.”
However, new CEO Chris Brownridge, who assumed the role in late 2023, has reversed course. “We can respond to our client demand … we build what is ordered,” Brownridge stated.
The company will continue offering its iconic V12 engines, which remain a cornerstone of its heritage and appeal to discerning buyers who appreciate the distinctive sound and character. He noted the original pledge was “right at the time,” but “the legislation has changed.”
While not abandoning electric vehicles entirely, the Spectre remains in production, with an electric Cullinan option forthcoming; the decision marks the end of a strict all-EV timeline. Relaxed emissions regulations and slowing EV demand, evidenced by a 47 percent drop in Spectre sales to 1,002 units in 2025, forced the reconsideration.
It was a sign that perhaps Rolls-Royce owners were not inclined to believe that the company’s all-EV future was the right move.
Rolls-Royce joins a growing roster of automakers reevaluating aggressive electrification targets.
Fellow luxury brand Bentley has pushed its full electrification from 2030 to 2035, while continuing to offer hybrids and ICE models. Mercedes-Benz walked back its 2030 all-EV goal, now aiming for about 50% electrified sales while keeping combustion engines into the 2030s. Porsche has abandoned its 80% EV sales target by 2030, delaying models and extending hybrids.
Mainstream giants are following suit. Honda canceled its U.S. EV plans, including the 0-Series and Acura RSX, facing a $15.7 billion hit as it doubles down on hybrids. Ford and General Motors have incurred tens of billions in writedowns, canceling models and pivoting to hybrids amid an industry total exceeding $70 billion in charges.
This trend reflects a pragmatic shift driven by infrastructure gaps, consumer preferences, and policy changes. In the ultra-luxury segment, where emotional connection reigns, automakers are prioritizing flexibility over rigid deadlines, ensuring brands like Rolls-Royce evolve without alienating their core clientele.