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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. 

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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. 

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.

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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 pulls back the curtain on Cybercab mass production

Tesla’s Cybercab drives itself off the Gigafactory Texas line in a striking new production video.

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Tesla Cybercab production units rolling off the factory line in Gigafactory Texas (Credit: Tesla)

Tesla has provided a first look from inside a production Cybercab as it drove itself off the assembly line at Gigafactory Texas. The video footage, posted on X, opens on the factory floor with robotic arms and assembly equipment visible through the Cybercab windshield, and follows the car through a branded tunnel marked “Cybercab”, before autonomously navigating itself to a holding lot.

The first Cybercab rolled off the Giga Texas production line on February 17, 2026, with Musk writing on X, “Congratulations to the Tesla team on making the first production Cybercab.” April marked the official shift to volume production. The Giga Texas line is being prepared to produce hundreds of units per week, with 60 units already spotted on the Gigafactory campus earlier this month.


The Cybercab was first revealed publicly at Tesla’s “We, Robot” event in October 2024 at Warner Bros. Studios in Burbank, California, where 20 pre-production units gave attendees rides around the studio lot. Musk said he believed the average operating cost would be around $0.20 per mile, and that buyers would be able to purchase one for under $30,000. The two-seat design is deliberate. Musk noted that 90 percent of miles driven involve one or two people, making a compact two-passenger vehicle the most efficient configuration for a fleet-scale robotaxi. Eliminating rear seats also removes complexity and cost, supporting that sub-$30,000 target.

Tesla’s annual production goal is 2 million Cybercabs per year once several factories reach full design capacity. The Cybercab has no steering wheel, no pedals, and relies entirely on Tesla’s vision-based FSD system. What the video shows is the first evidence of that system working not as a demo, but as a production reality, driving itself off the line and into the world.

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Elon Musk’s last manually driven Tesla will do something no other production car will do

Elon Musk confirmed the Roadster as Tesla’s last manually driven car, with a debut coming soon.

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Tesla Roadster driving along sunset cliff (Credit: Grok)

During Tesla’s Q1 2026 earnings call on April 22, Elon Musk made a brief but notable comment about the long-awaited next generation Roadster while describing Tesla’s future vehicle lineup. “Long term, the only manually driven car will be the new Tesla Roadster,” he said. “Speaking of which, we may be able to debut that in a month or so. It requires a lot of testing and validation before we can actually have a demo and not have something go wrong with the demo.”

That single statement is the entire Roadster update from yesterday’s call, and while it represents another timeline shift, it comes as no surprise with Tesla heads-down-at-work on the mass rollout of its Robotaxi service across US cities, and the industrial scale production of the humanoid Optimus.

The fact that Musk specifically framed the Roadster as the last manually driven Tesla is significant on its own. As the rest of the lineup moves toward full autonomy, the Roadster becomes something rare in the Tesla-sphere by keeping the driver in control. Driving enthusiasts who buy a $200,000 supercar are not doing so to be passengers. They want the physical connection to the road, the feel of acceleration under their own input, and the experience of controlling something with that level of performance. FSD, however capable it becomes, removes that entirely. The Roadster signals that Tesla understands this distinction and is building a car specifically for the people who consider driving itself the point.

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

The specs for the Roadster Musk has teased over the years are genuinely unlike anything in production. The base model targets 0 to 60 mph in 1.9 seconds, a top speed above 250 mph, and up to 620 miles of range from a 200 kWh battery. The optional SpaceX package takes it further, rumored to add roughly ten cold gas thrusters operating at 10,000 psi, borrowed directly from Falcon 9 rocket technology. With thrusters, Musk has claimed 0 to 60 mph in as little as 1.1 seconds. In a 2021 Joe Rogan interview he went further, stating “I want it to hover. We got to figure out how to make it hover without killing people.” Tesla filed a patent for ground effect technology in August 2025, suggesting the hover concept has not been abandoned. The starting price remains $200,000, with the Founders Series requiring a $250,000 full deposit. Some reservation holders placed those deposits in 2017 and are approaching a full decade of waiting.

With production now targeted for 2027 or 2028 at the earliest, the Roadster remains Tesla’s most audacious promise and its longest-running delay. But if what Musk is testing lives up to even half of what he has described, the demo alone should be worth waiting for.

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Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story

Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.

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Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.

The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.

The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.

For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.

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