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OPINION: Musk’s distaste for Biden incentives would even EV playing field
Tesla CEO Elon Musk had an idea during an interview last evening with the Wall Street Journal: Get rid of government incentives for everyone, including electric vehicles, gas, and oil subsidies. The idea, while it would eliminate potentially $12,500 from an EV’s price tag (if it’s built in a Union facility in the United States with a U.S.-produced battery, and it’s a Chevrolet Bolt), might be the best way for consumers to choose what vehicle would be best for them, and it might be the most ideal way for political interests to subside from the bigger picture: transitioning away from combustion engine vehicles.
It is no secret that Tesla fans have felt slighted by President Joe Biden and other members of his administration. Despite dominating the U.S. EV market share and, without much evidence to suggest otherwise, being the reason so many car companies are deciding to dive into electrification, Tesla is not a word that has been uttered from the President’s mouth. However, other companies, like Ford, General Motors, and others, who are working to transition to EVs, are getting the attention.
In the big picture of the mission, it is great that car companies are continuing to work toward complete electrification, but is it fair for the EV leader and the real reason these legacy companies have to transition or else be left behind cannot get any positive support from the U.S. Presidential Administration?
Elon Musk thinks President Joe Biden’s EV incentives should be a thing of the past.
All of these points bring up perhaps the biggest and most bold statement Musk has made regarding the EV incentives: Get rid of them.
Despite the attractive EV rebate that could put thousands in a consumer’s pocket, especially with the potential for a “refundable” credit based on language in the Build Back Better plan, Musk says that the incentives should not even exist. “Tesla’s made roughly two-thirds of all the electric cars made in the United States. I’m not sure if most people are aware of that. So Tesla’s made roughly twice as many electric vehicles as everyone else has made. Honestly, I would just can this whole bill. Don’t pass it. That’s my recommendation.”
Perhaps this is the right move, simply because it would take politics out of the entire EV sector. At a point where environmental sustainability needs to be one of the focuses of consumerism moving forward, there is no reason for politics or inside interests to disrupt the outright potential of the sector or any of its participants. Not to mention, the obvious ousting of Tesla, Rivian, and other EV makers by the Biden Administration does not necessarily put some consumer minds in the right space. If Biden and others truly cared about transitioning the automotive industry to EVs, would they ignore the largest contributor to the transition? Likely not.
Eliminating incentives from the EV sector would cancel any political influence a consumer may have to digest before purchasing a car. Instead, let the consumer buy what they want, for the price they can afford, at a time when they can afford it. Incentives would likely push the Bolt to sell more units than ever before, especially considering it offers the largest rebate and the vehicle is available for under $30,000 before incentives anyway. It would be a great move to increase the number of EVs on the road, but it would also be unfair to other carmakers, especially the ones who have put more focus on EVs and are pot-committed to transitioning to EVs.
Musk’s idea to rid the system of incentives may be one of the best yet. If people want an electric vehicle, they are going to buy one. Lack of incentives have never stopped consumers from buying $70,000 pickup trucks, a $100,000 Mercedes-Benz, or a $129,000 Model S Plaid. Many people are going to buy the car they want, regardless of what the government might give back in a tax credit. If one thing is for certain, EV tax credits have been proven to be more of a political interest than a consumer advantage.
Musk’s full interview with the Wall Street Journal is available below:
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In the global race toward electrification, Norway stands unchallenged as the world’s most mature EV market.
In the first quarter of this year, EVs captured a staggering 97.9 percent market share, with plugin EVs reaching 98.6 percent. Out of 27,175 new vehicles registered, non-BEV powertrains have been reduced to statistical noise—petrol and hybrids combined accounted for fewer than 80 units.
At the heart of this transformation is Tesla.
The Model Y dominated overall vehicle sales with 5,406 units, outselling the next five best-selling non-Tesla models combined. The refreshed Model 3 followed in second place with 2,010 units, giving Tesla a commanding one-two finish. Toyota’s bZ4X placed third with 1,400 units, while Volvo’s EX40 and others trailed further back.
The @Tesla Model Y was the #1 best-selling vehicle overall in Norway in Q1 2026 by a wide margin, with BEVs in general taking a 97.9% market share. Model 3 ranked #2.
Model Y (5,406 units) sold more units than the next five best-selling non-Tesla vehicles on the list. pic.twitter.com/LE2SD5UQjs
— Sawyer Merritt (@SawyerMerritt) May 5, 2026
This dominance is no fluke. Norway has spent decades building the infrastructure and policy framework that makes EVs the rational choice. Generous tax incentives, exemption from VAT, reduced tolls, free ferries for EVs, and a dense charging network have turned the country into a living laboratory for mass adoption. High fuel prices—often exceeding $8 per gallon—further tilt the economics decisively toward electricity.
The result is a market where choosing anything but an EV feels increasingly anachronistic. Diesel and petrol cars have all but vanished from new registrations. Even plug-in hybrids, once a transitional favorite, have collapsed to 0.7 percent share.
Chinese brands like XPeng, BYD, and Zeekr are making inroads, while legacy European and Japanese automakers scramble to field competitive BEVs. Yet Tesla’s combination of range, performance, software, Supercharger network, and brand cachet continues to set the benchmark.
Norway’s Q1 figures come after a volatile start to 2026 caused by VAT changes that pulled forward sales into late 2025. The market rebounded strongly in March, underscoring underlying demand. Tesla’s Q1 performance in the country also jumped significantly year-over-year, reinforcing its position even as competition intensifies.
What happens in Norway rarely stays there. The country has long served as a bellwether for EV trends across Europe and beyond.
Its near-total transition demonstrates that when incentives align with infrastructure and consumer economics, adoption accelerates dramatically. For automakers, Norway signals a future where success hinges not on legacy powertrains but on delivering compelling electric vehicles at scale.
As other nations ramp up their own EV ambitions, Tesla’s continued reign in the world’s heaviest EV market sends a clear message: in a fully mature electric future, the company that started the revolution remains the one to beat. With the Model Y still the best-selling vehicle overall—quarter after quarter—Norway’s roads are a rolling testament to Tesla’s enduring leadership.
Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.
Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.
The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.
What keeps Tesla owners coming back has a lot to do with the and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing. Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.
Tesla Robotaxi services in Austin have been operating since last Summer, but Tesla has admittedly been delayed in its expansion of the geofence, fleet size, and other details in a bid to prioritize safety as new technology rolls out.
But those barriers are being broken with new guardrails being removed from the program.
Tesla has achieved a significant advancement in its autonomous ride-hailing program. As of May 4, the Robotaxi fleet in Austin, Texas, has begun operating unsupervised during evening hours for the first time. This expansion moves beyond previous limitations that restricted unsupervised service to daylight hours, typically ending in mid-afternoon.
Tesla Robotaxi in Austin is operating unsupervised in the evenings for the first time today.
Previously in Austin, unsupervised operation ended mid-afternoon
— Robotaxi Tracker (@RtaxiTracker) May 4, 2026
The change brings Austin in line with operations in Dallas and Houston. Those cities have supported evening unsupervised runs since their initial launches in April, and both recently received additions of new unsupervised vehicles to their fleets. This coordinated progress across Texas strengthens Tesla’s regional presence and provides a broader testing ground for the technology.
This milestone carries substantial weight in the development of autonomous vehicles. Extending operations into low-light conditions meaningfully expands the Robotaxi’s operational design domain (ODD)—the specific environments and scenarios in which the system is approved to operate safely without human intervention.
Nighttime driving presents unique technical demands: diminished visibility, headlight glare from oncoming traffic, reduced contrast for identifying pedestrians and lane markings, and greater variability in camera sensor exposure.
Tesla’s pure vision approach, powered by neural networks trained on vast real-world datasets rather than lidar or pre-mapped routes, must handle these variables reliably. Demonstrating consistent unsupervised performance after sunset validates the robustness of the end-to-end AI stack and its ability to generalize across diverse lighting conditions.
Beyond technical validation, the expansion holds important operational and economic implications. Evening hours often coincide with peak urban demand for rides, including commutes, dining, and entertainment outings.
Enabling service during these periods increases daily vehicle utilization, allowing each Robotaxi to generate more revenue while gathering additional high-value training data. Higher utilization accelerates the virtuous cycle of data collection, model improvement, and further ODD growth.
Looking ahead, this step paves the way for more ambitious rollouts. Success in low-light environments positions Tesla to pursue near-24-hour operations, potentially integrating highways and expanding into varied weather patterns. Regulators worldwide frequently demand evidence of safe performance across day-night cycles before granting wider approvals.
Proven capability in Texas could expedite deployments in planned cities such as Phoenix, Miami, Orlando, Tampa, and Las Vegas during the first half of 2026.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Moreover, scaling evening service supports Tesla’s long-term vision of a high-efficiency robotaxi network. Greater fleet productivity lowers the cost per mile, making autonomous mobility more accessible and competitive against traditional ride-hailing.
As the company iterates on software updates informed by nighttime data, reliability is expected to compound rapidly, unlocking denser urban coverage and longer-distance trips.
In summary, the introduction of an unsupervised evening Robotaxi service in Austin represents more than an incremental schedule adjustment. It signals a critical maturation of the underlying technology and sets the foundation for broader geographic and temporal expansion.
With Texas operations gaining momentum, Tesla is steadily advancing toward transforming urban transportation at scale.
Tesla reigns supreme in the heaviest EV market on Earth
Tesla owners keep coming back for more
