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Tesla Fandom: Terrific or Toxic?
Tesla fans are passionate people, and it does not take a very vast amount of time to realize that. The brand itself has a certain appeal to it, and those who own the company’s most elusive products, like the 2008 Roadster, have about as much passion as those who own the $35,000 Model 3 variant. People love their Tesla products forward and backward. Usually, enthusiasm for a car company lies within the diehards that “supe” their cars up or are lifelong purchasers of the same manufacturer for a lifetime. For example, some people swear by Ford trucks, so much so that they will put a sticker on their rear windshield of a cartoon urinating on a Chevrolet logo.
The toxicity of brand loyalty lies in every camp. There is a point where loving a company you openly support comes to be too much, and your passions get in the way of being a responsible human being and considering other points of view. This is something I have noticed with some Tesla fans who are willing to attack other automakers and enthusiasts of different brands, and it seems to be based on the fact that there is a disagreement on which car company is superior.
To be clear, I think that there are a lot of amazing people in this community. I, personally, have learned a lot about Tesla vehicles in my year (so far) at Teslarati. When I came into this role as a transportation writer, I had very limited knowledge, and I considered myself to be a novice in terms of what was going on in the Tesla world. I was right.
Now, I consider myself to be an expert on the topic, but I am certainly not all-knowing, and that is okay. I continue to learn a lot from the people who have surrounded me throughout my journey as a writer, and a lot of the time, it is because many influencers in this sector are supportive, smart, and genuinely nice people.
However, there is a small selection of people in the EV community that are vicious and have let their passion for an electric car company overtake their humility. I feel that a disagreement or argument every once in a while is okay. However, having these ugly communications back and forth, on what seems to be a daily basis, is what is making a bad name for the Tesla community.
Earlier this week, Complex, a popular media and lifestyle outlet, shared the news that CEO Elon Musk had become the fourth richest man in the world. When scrolling through the replies on the Tweet that was shared, I noticed someone stating that Elon “doesn’t care about anyone but himself,” and “hasn’t done anything to help humans.”
This is where I got involved, merely stating that Elon’s mission, as described in the Tesla Master Plan, was to help humans.
This person and I traded several Tweets back and forth, and it got to the point where we both realized that minds were not going to be changed. I talked about Tesla Solar, and how it is three-times less expensive than the U.S. average, Elon’s mission as a philanthropist and entrepreneur, and I also debunked a few EV myths, like Teslas are not capable of towing or hauling.
My adversary, on the other hand, never made a relevant point. It was a discussion full of red herrings, and I decided that it was likely a waste of my time to continue. It never went past 4-5 messages to each other. The conversation simply ended, nobody was blocked, nobody was called a name, communication just halted.
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This is not something that I see very often when writing articles about other car companies. Nor do I see it when someone with a sizeable following Tweets a supportive message about an up-and-coming car company. For example, when Lucid had stated it had achieved a 517-mile EPA estimated range rating, the comments were “Make a car first,” and “Who cares.” Things of that nature.
I understand the frustration with car companies always gunning for Tesla, but how is competition a bad thing? How is the fact that all of these other car companies vocally admitting that Tesla is the benchmark a bad thing? I can’t find the answer.
Yes, Lucid needs to produce a car for the public. Yes, 517 miles is a lot of range, but we do need to see it on a production vehicle that will be delivered to a customer. Those are all reasonable assessments, but why does Lucid need to be attacked? They’re making electric cars, not gas ones. Isn’t that what this whole thing is all about?
At one point, Tesla was the “new kid on the block.” It was a little known, scrappy company looking to make a name for itself. It had its fair share of problems, and it worked through them. Other car companies are experiencing the same things Tesla did years ago. But when Tesla was new and fresh, gas car enthusiasts were saying, “Who cares,” and “They should make a car that works first.” Here we are today, over a million vehicles later, and ramping up to a yearly production rate that far exceeded anyone’s wildest imagination.
It is almost ironic to me that the same things that came out of ICE enthusiast mouths are coming out of Tesla fan’s mouths now. The Tesla loyalty is a good thing, to an extent, but it should never outshine the fact that competition is good. It should never outshine the fact that other car companies are working on getting rid of gas-powered engines. It should never outshine the fact that the global fight against toxic carbon emissions is slowly but surely turning in our favor.
There is an old saying that goes, “If you don’t have anything nice to say, then don’t say it at all.” I think many of us should remember this from time to time. If there is a disagreement with someone that occurs online, understand that points of view are rarely going to line up identically. Understand that people are going to think your opinions are ridiculous. Lastly, realize that someone disagreeing with you is an opportunity for you to expand your mind and learn something new. A conversation with someone who holds opposite opinions or points of view is sometimes the healthiest thing for the human spirit. There is a lot of evidence that suggests being around “Yes men/women” is a bad thing. Humans grow on adversity, and there is nothing worse than being around a bunch of people who you have everything in common with. Sometimes, it is helpful to mix it up and hear things that you don’t necessarily agree with.
So next time you catch someone online, and they’re saying something that seems to challenge your beliefs, take a minute and think about what they are saying. Does it make sense, or is their idea full of misleading and incorrect information? In the case of the short conversation I had earlier this week, I recognized that what this person was saying was false based on Elon’s merit and what he has done for the world thus far in his career.
Don’t block or put someone on blast because they said something controversial to you. I would imagine a healthier way to end the conversation is to simply say, “I disagree with you, but I respect your opinion.” Calling someone names is childish, and stooping to the level they are taking if they begin calling you names makes you no better than they are. There’s a reason that it is called “taking the high road.”
Tesla’s mission is about sustaining life as we know it on Earth, or perhaps, on Mars. However, if we do not learn to cherish and respect views that differ from our own, our civilization will never make it. Breaking through boundaries and listening to points of view that are not necessarily on par with what we believe is sometimes the best thing for us. Even if you leave a conversation thinking, “That person has no clue what they’re talking about,” there are a series of benefits. You walked away respectfully. You learned that you and that person aren’t compatible. Lastly, you realized that there are people in the world that are the polar opposite to you. Those are just a few that come to mind.
I find it extremely important, especially at such a trying time in our world, that we respect one another as best as we can. Whether you’re a Tesla fan, Rivian fan, or a Lucid fan, be kind to one another. We are all in this together, and the push toward sustainable transportation is growing due to the efforts of each and every one of the companies that decided to manufacture EVs.
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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
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