News
How Tesla’s Elon Musk dunks on the competition just as their momentum builds
It’s an emotion-filled, intense game. When you’re down the court. In the zone. Elon Musk goes up for the slam and WHAM!
Just when you least expected it.
Oh, that’s gotta hurt.
The script plays out time and time again. Tesla and SpaceX CEO Musk bursts into action. Like a runaway freight train. But with intent. Strategy. Musk charges in with a timely announcement to derail the momentum of his competition, just as they’re about to gain traction. Cheers for the competition become silence.
We were reminded of Musk’s mastery of the game this past week when a timely leaked email would inform the world that Tesla was preparing for volume production of its highly-anticipated Semi truck. Shares of Tesla shot up past $1,000 to raise the bar on its all-time high, while any trace of attention on a competing rival – Nikola – would be lost.
Electric-hydrogen commercial truck maker Nikola had just come off of a momentous week after going public in its Initial Public Offering.
While Musk’s announcement was surely a positive one for Tesla, there may have been some intent behind it. Just as Nikola’s stock began to climb, Musk derailed their momentum by announcing Tesla’s plan to prioritize the Semi truck production. It’s a classic page out of Musk’s successful playbook to leverage a competitor’s momentum, as media centers the conversation around a particular industry, before ripping the ball away from the competition and go in for the slam dunk. It has happened throughout his storied career. And it will continue to do so.
————————————
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future. Please consider subscribing. It’s FREE!
————————————
Porsche Taycan. We drove it. We appreciated it and we were on the bandwagon that the Porsche Taycan and its “repeatable performance” was destined for the famed Nürburgring. It was one of the first stories I covered as a writer for Teslarati and I can remember it pretty vividly. The Taycan hit the Green Hell in Germany in August and reportedly set a track record for a four-door production vehicle. However, that story wouldn’t last long.
Not more than a couple of weeks later, on September 5, Musk announced the Model S would be arriving at the Nürburgring to test its performance at the notoriously difficult racetrack. But it surely didn’t stop there. Musk then stated that Tesla had been developing an entirely new version of the Model S behind the scenes and that the wide-body design was a brand new tri-motor setup of the company’s flagship sedan. It was called “the Plaid Powertrain,” and it ripped through the Ring in record time.
Just as Porsche was starting to gain some momentum as an EV competitor to Tesla, Musk ripped their title right out from under them. Within a few weeks, everyone was done talking about the Taycan and wanted to know more about the Plaid Model S. As of right now, it is still a car that has is relatively face-value details available, but we all know it is going to be fast.
Next, Rivian’s momentum was surely derailed by Musk when the company decided to unveil the Cybertruck. Rivian’s R1T was going to be “the next big thing” in the consumer pickup truck segment. Personally, I was pretty impressed with how many people knew about Rivian, because many friends who have little interest in the automotive sector as a whole knew who Rivian was. In California, this wouldn’t be as impressive. But I live in Pennsylvania, and it was pretty cool to hear people talk about Rivian in such a mainstream manner.
In November, Rivian had been holding more reservation events, developing its production facilities, filing patents, and really establishing itself as a real leader in the EV pickup market. Then came along the Cybertruck.
The Cybertruck’s design and its dystopian-like unveiling event were enough to derail Rivian’s momentum. Nobody was talking about Rivian, and even to this day nearly eight months later, the Cybertruck is still the hot topic. While Rivian remains a relevant character in the electric pickup truck community, the casual electric car fan is sharing articles about the Cybertruck, and not the R1T.
I’ll be honest, the space race rivalry between Musk and Bezos isn’t something I’ve followed as closely as the automotive stuff. But I remember when Bezos was on CNN in 2015 talking about his Blue Origin rockets being the first fully reusable rockets in the world. But SpaceX had successfully landed a reusable rocket in 2012. Not to mention, Musk’s words were often times reused by Bezos, who would pawn them off as his own idea. A video of that is available here.
https://youtu.be/Qe_TTI64fJA
Anyway, the proof is in the pudding. Musk has used other companies to time his announcements for groundbreaking products. He did it with the Plaid Model S, he did it with the Cybertruck, and he did it with the Semi. Momentum building is especially difficult in automotive manufacturing simply because most companies all share the same features and commonalities. It takes something truly special for people to get excited.
Elon has developed an interesting way to spread the word about his new products, and he’s basically used other companies to do it. Some might call it timely, some might call it rude. I call it smart.
—————————————————–
Please consider Subscribing and joining me next week as I go ‘Beyond the News’
—————————————————-
News
Tesla wins top loyalty and conquest honors in S&P Global Mobility 2025 awards
The electric vehicle maker secured this year’s “Overall Loyalty to Make,” “Highest Conquest Percentage,” and “Ethnic Loyalty to Make” awards.
Tesla emerged as one of the standout winners in the 2025 S&P Global Mobility Automotive Loyalty Awards, capturing top honors for customer retention and market conquest.
The electric vehicle maker secured this year’s “Overall Loyalty to Make,” “Highest Conquest Percentage,” and “Ethnic Loyalty to Make” awards.
Tesla claims loyalty crown
According to S&P Global Mobility, Tesla secured its 2025 “Overall Loyalty to Make” award following a late-year shift in consumer buying patterns. This marked the fourth consecutive year Tesla has received the honor. S&P Global Mobility’s annual analysis reviewed 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025, as noted in a press release.
In addition to overall loyalty, Tesla also earned the “Highest Conquest Percentage” award for the sixth consecutive year, highlighting the company’s continued ability to attract customers away from competing brands. This achievement is particularly notable given Tesla’s relatively small vehicle lineup, which is largely dominated by just two models: the Model 3 and Model Y.
Ethnic market strength and conquest
Tesla also captured top honors for “Ethnic Market Loyalty to Make,” a category that highlighted especially strong retention among Asian and Hispanic households. According to the analysis, Tesla achieved loyalty rates of 63.6% among Asian households and 61.9% among Hispanic households. These figures exceeded national averages.
S&P Global Mobility executives noted that loyalty margins across categories were exceptionally narrow in 2025, underscoring the significance of Tesla’s wins in an increasingly competitive market. Joe LaFeir, President of Mobility Business Solutions at S&P Global Mobility, shared his perspective on this year’s results.
“For 30 years, this analysis has provided a fact-based measure of brand health, and this year’s results are particularly telling. The data shows the market is not rewarding just one type of strategy. Instead, we see sustained, high-level performance from manufacturers with broad portfolios. In the current market, retaining customers remains a critical performance indicator for the industry,” LaFeir said.
Elon Musk
Elon Musk’s lawsuit against OpenAI and Microsoft is heading to jury trial
The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.
OpenAI Inc. and Microsoft will face a jury trial this spring after a federal judge rejected their efforts to dismiss Elon Musk’s lawsuit, which accuses the artificial intelligence startup of abandoning its original nonprofit mission. The ruling keeps alive claims that OpenAI misled the Tesla CEO about its charitable purpose while accepting billions of dollars in funding.
As noted in a report from Bloomberg News, a federal judge in Oakland, California, ruled that OpenAI Inc. and Microsoft failed to show that Musk’s claims should be dismissed. U.S. District Judge Yvonne Gonzalez Rogers stated that while the evidence remains unclear, Musk has maintained that OpenAI “had a specific charitable purpose and that he attached two fundamental terms to it: that OpenAI be open source and that it would remain a nonprofit — purposes consistent with OpenAI’s charter and mission.”
Judge Gonzalez Rogers also rejected an argument by OpenAI suggesting that Musk’s use of an intermediary to donate $38 million in seed money to the company stripped him of legal standing. “Holding otherwise would significantly reduce the enforcement of a large swath of charitable trusts, contrary to the modern trend,” Judge Gonzalez Rogers wrote.
The judge also declined to dismiss Musk’s fraud allegations, citing internal OpenAI communications from 2017 involving co-founder Greg Brockman. In an email cited by the judge, fellow OpenAI board member Shivon Zilis informed Musk that Brockman would “like to continue with the non-profit structure.”
Just two months later, however, Brockman wrote in a private note that he “cannot say that we are committed to the non-profit. don’t want to say that we’re committed. if three months later we’re doing b-corp then it was a lie.”
Marc Toberoff, a member of Musk’s legal team, said Judge Gonzalez Rogers’s ruling confirms that “there is substantial evidence that OpenAI’s leadership made knowingly false assurances to Mr. Musk about its charitable mission that they never honored in favor of their personal self-enrichment.”
OpenAI, for its part, maintained that Musk’s legal efforts are baseless. In a statement, the AI startup said it is looking forward to the upcoming trial. “Mr. Musk’s lawsuit continues to be baseless and a part of his ongoing pattern of harassment, and we look forward to demonstrating this at trial. We remain focused on empowering the OpenAI Foundation, which is already one of the best-resourced nonprofits ever,” OpenAI stated.
News
Tesla arsonist who burned Cybertruck sees end of FAFO journey
The man has now reached the “Find Out” stage.
A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated.
The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.
A five-year sentence
U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.
As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.
Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members.
The “Finding Out” stage
U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable.
“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”
Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible.
“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”
Tesla wins top loyalty and conquest honors in S&P Global Mobility 2025 awards
Elon Musk’s lawsuit against OpenAI and Microsoft is heading to jury trial
