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Tesla dominates in California but EV growth is the true winner

A Tesla Motors Inc Model X is seen at Tesla's introduction of its new battery swapping program in Hawthorne, California June 20, 2013. Tesla Motors Inc on Thursday unveiled a system to swap battery packs in its electric cars in about 90 seconds, a service Chief Executive Elon Musk said will help overcome fears about their driving range. REUTERS/Lucy Nicholson (UNITED STATES - Tags: TRANSPORT BUSINESS LOGO) - RTX10VSH

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Tesla dominated electric vehicle registrations in California in 2023, but the growth of EVs as a whole turned out to be the true winner in the state as adoption saw a 5 percent uptick.

Tesla saw a 24.6 percent increase in registrations in 2023 compared to 2022, and it held a 60.5 percent market share in California last year. This is a 10.5 percent reduction compared to the 71 percent it held in 2022.

The domination of Tesla in California still continues to be a story on its own, but the bigger picture, which is EV adoption as a whole, is encouraging despite what some fans of the EV maker might see.

Tesla Market Share Decreases, but Still Dominates

Although Tesla backtracked over 10 percent in terms of market share, we can see that the company’s macro picture is more than encouraging. Many tend to forget the company’s mission, which is to accelerate the adoption of sustainable energy and transportation.

Tesla is doing it and leading the charge, still holding a majority of the market share, while others are growing.

BMW saw the biggest year-over-year market share increase in California, with 2.2 percent. It sold 14,585 EVs in California last year. Ford, Chevrolet, Hyundai, Mercedes-Benz, and Volkswagen also had encouraging figures.

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Credit: CNCDA

Tesla Models Reign Supreme in California

California’s best-selling EVs were the Tesla Model Y and Tesla Model 3, which accounted for 215,422 of the 380,891 registrations for the year.

The Model Y was the best-selling vehicle globally, according to Tesla, and it dominated every other EV model in California last year.

Tesla says Model Y has achieved unthinkable ‘best seller’ label in just four years

However, the Chevrolet Bolt was third-best, selling 19,041. This affordable and accessible EV has been a mainstay on best-selling lists, but GM plans to phase it out.

The Big Picture

Tesla is leading the charge in EVs, and it is likely we will continue to see its market share in the state decrease every year as new competitors and models hit the market.

This is not a bad thing. Instead, Tesla fans should see it as proof that its overall influence on the automotive market is working. The more EVs sold, the better it is, and that’s the stance Tesla has always taken.

After all, Tesla still grew its year-over-year registrations by nearly 25 percent, and that’s something to be incredibly proud of.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Roadster event gets delayed due to unfavorable weather

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Credit: Tesla

Tesla is delaying its event for the Roadster, moving it from this Thursday, October 1, to Thursday, October 15, due to unfavorable weather.

The company has said it has been tracking the weather for this Thursday closely with local meteorologists, and because the event can only be held outside, Tesla is making the call to delay it:

“We’ve been tracking the weather closely with local meteorologists, but given the severe conditions predicted & because this event can only be held outdoors, we’ve made the difficult decision to reschedule. New date is October 15. Additional details to follow.”

We are sure that this is bringing back PTSD for some Tesla fans, and we know it is not ideal, but this also reveals some things about the event. Tesla said that this can only be held outdoors, meaning it bodes well for the rumors that the vehicle could potentially hover.

Some believe that this was essentially confirmed by the FAA airspace restriction they were granted, but this could have been for a drone show or to keep drones from spying on the event.

Tesla Roadster is available for order once again following brief hold

The Roadster event has been long-awaited, and it is unfortunate that the weather is going to keep us all waiting a little bit longer.

The Tesla Roadster will be unveiled in Waco, Texas.

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Elon Musk

SpaceX turned a heralding moment for Starship into its greatest

Starship reached orbit despite losing an engine, deployed 26 Starlink V3 satellites on Flight 14.

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SpaceX’s Starship reached orbit for the first time on Monday, and for a few nail-biting minutes it looked like it wouldn’t. During ascent on Flight 14, one of Ship 41’s six Raptor engines shut down early, and SpaceX’s livestream host Dan Huot told viewers the team had decided not to commit to orbit. Minutes later, after what Huot described as a lot of conversation in the control room, the final poll came back in favor, and a roughly 19 second burn of a single Raptor pushed the ship into orbit about 170 miles up.

The reversal matters because SpaceX had written the exit ramp into the mission plan. The company said it would only fire the orbital insertion burn if flight controllers confirmed enough backup hardware remained for the deorbit burn, a condition Teslarati laid out ahead of the flight. Losing an engine was exactly the scenario that rule was built for.

Pressing forward fits Elon Musk’s history. Falcon 1 failed three straight times before its fourth launch reached orbit in 2008, with SpaceX nearly out of money, and Starship was developed by flying prototypes until they broke. What changed this year SpaceX going public, and with $SPCX sliding below its IPO price in July when Flight 13 slipped, the short interest climbed significantly, as Teslarati reported at the time. A Starship potentially lost today with revenue generating next-gen Starlink satellites aboard would have landed directly on shareholders.

That pressure showed up after orbit. SpaceX cut a flight planned to last nearly 10 hours to about three, moving splashdown from west of Chile to the North Pacific near Hawaii. SpaceX gave no reason, though Musk said this month the company was being extremely cautious about debris risk. The single Raptor for deorbit worked, and Ship 41 completed its flip and landing burn before breaking apart in the water, an outcome SpaceX expected. Musk has structured SpaceX’s governance to shield long term bets from market pressure.

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The payload is the bigger business story. Musk posted that all 26 Starlink V3 satellites deployed and are “operating nominally.” Each V3 is rated for about 1 Tbps of downlink and 160 Gbps of uplink, so this single launch adds roughly 26 Tbps, about 10 times what a Falcon 9 load of V2 Mini satellites adds. The V3 is too large for Falcon 9, making Starship the only vehicle that can build out the planned 100,000 satellite constellation, at up to 60 per flight once it reaches routine service. Unlike the 20 V3 units on Flight 13, which reentered on a suborbital path, these will raise their orbits and could begin serving customers within weeks and bring in hundreds of millions of additional dollars in projected Starlink revenue.

SpaceX has already begun winding down Falcon 9 Starlink launches from Florida in favor of Starship. Reported targets put Flight 15 as early as October 19, leaving about three weeks to diagnose Monday’s engine shutdown before the next orbital attempt.

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Tesla Cybercab fleet doubles to well over 100 units

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(Credit: Teslarati)

Tesla quietly doubled the size of its Cybercab fleet within the Robotaxi program in Austin, Texas, over the weekend to well over 100 units.

The move not only establishes more of the steering-wheel-less and pedal-less vehicles within the ride-sharing fleet Tesla has been operating for a year, but it also solidifies a more robust Robotaxi fleet as a whole.

Riders started receiving notifications from the Robotaxi app that stated: “Cybercab fleet has doubled: more rides available.”

Tesla first launched rides in the Cybercab in early September, although the Robotaxi fleet has been active for over a year, as rides began last Summer. Cybercab is truly Tesla’s most crucial vehicle release yet, as it is the first car any company has built that is geared toward full-fledged and end-to-end autonomy, never needing human intervention for anything.

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Only available in Austin at the current time, Cybercab has two seats and has been spotted testing around various U.S. states and regions; Tesla plans to deploy the Cybercab in various U.S. cities in the coming months as a best-case scenario.

Tesla Cybercab gets initial tie-in to localized, in-house cathode plant

The availability of the Cybercab has doubled from just 58 units last Monday to 125 the following Friday. Marking a substantial increase in Cybercab availability, the additional ride-sharing units are more than welcome, as wait times for Cybercabs, especially, were quite high.

The dramatic increase is a sign that demand for Robotaxi is growing and Tesla is feeling more confident that its driverless ride-hailing suite, especially its Full Self-Driving software, is able to handle any traffic situation without explicit direction or supervision from a human being.

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