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After 1 million misses, Tesla and Elon Musk naysayers are losing the narrative

(Credit: Tesla)

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One of the most memorable moments in the documentary Revenge of the Electric Car involved then-Jalopnik Editor-in-Chief Ray Wert bluntly dismissing the Tesla Model S as “vaporware.” During the sequence, it was very evident that the idea of Tesla pulling off a vehicle like the Model S seemed to be so farfetched for Wert, that refused to consider the possibility of the car being real. 

That scene, in a lot of ways, is symbolic of Tesla’s journey as a whole. For every step that the company took over the years, Tesla has faced countless criticisms and doubt. Yet today, with the company producing its one-millionth electric vehicle, it is becoming more and more evident that critics and naysayers, both to Elon Musk and Tesla as a whole, are steadily losing the narrative. There are now 1 million reasons proving that Tesla is a thriving company, after all, and the number grows by the day. 

Elon Musk has stated that starting an electric car company is idiocy squared, mainly due to the sheer amount of work required to thrive in the automotive industry. Couple that with the fact that Musk took over as Tesla’s CEO right in the midst of the US financial crisis, and one could see just how dire the situation was for the electric car maker during its early days. It was dire enough, for one, that its circumstances inspired an actual Tesla Death Watch series from The Truth About Cars, which eventually abandoned the initiative after it became evident that the electric car maker wasn’t going anywhere. 

Tesla’s Fremont factory, where all Model 3 are produced. (Photo: Tesla)

In a way, Tesla attracts a lot of critics because the company and its CEO dreams big without hesitation. With the Model S, Tesla wanted to prove that electric cars could be better than petrol-powered vehicles, period. With the Model 3, the company wanted to show that EVs can be mainstream. These are lofty goals, and they are very difficult to accomplish. It is then no surprise to see why there is so much opposition to the electric car maker. Some of these opposition comes in the form of short-sellers, who are financially incentivized to push TSLA stock down. A look at social media shows a glimpse of just how cruel and tasteless the company’s critics could become. 

Yet despite the unwavering ad hominem attacks against Elon Musk, the physical intimidation of company employees testing Autopilot software, and the downright disturbing practice of doxxing Tesla supporters online, the electric car maker has stubbornly refused to stay down. It has fought every day since the days of the original Roadster, and it continues to do so until today, with the production ramp and impending deliveries of the Model Y. And based on the company’s perception, it will likely continue fighting every day for decades to come. 

This is one of the reasons why the Tesla story is so compelling. It is difficult to not root for a company that took years to produce its first electric car and is now on track to manufacture about 500,000 vehicles in one year. Tesla, after all, dug deep to produce 20,000 vehicles in 2013, and just last year, the company closed 2019 with just over 410,000 vehicles manufactured. That’s a remarkable growth story, and it doesn’t even include the massive arm that is Tesla Energy, which is now seeing a ramp of its own. 

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It is not difficult to see why Tesla attracts such passionate support and anger at the same time. The company is different, its mission is ambitious, its CEO is a brazen dreamer, and it does not function like a traditional carmaker. But for Tesla supporters, the company is something that symbolizes something far more. The company represents some degree of optimism, and that is something that is pretty rare these days. Elon Musk and Tesla will likely be polarizing for years to come, but the company has 1 million reasons and counting that prove its naysayers wrong. 

Here’s to the next million, and many more to come.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Full Self-Driving pricing strategy eliminates one recurring complaint

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Credit: Tesla

Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.

In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.

This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.

Tesla is now allowing it to happen again ahead of the February 14th deadline.

The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.

Now, that issue will never be presented again.

Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.

While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.

Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.

The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.

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Tesla Model 3 and Model Y dominates U.S. EV market in 2025

The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.

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Credit: Tesla

Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.

The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.

Model 3 and Model Y are still dominant

According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.

The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.

Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.

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Tesla’s challenges in 2025

Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.

Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue. 

Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas. 

Q4 2025 Kelley Blue Book EV Sales Report by Simon Alvarez

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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards

“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.

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Credit: Tesla Europe & Middle East

Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.

The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.

Model 3 and Model Y lead their respective segments

As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.

Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win. 

“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.

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Euro NCAP leadership shares insights

Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.

Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.

“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”

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