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Follow the Leader: Tesla’s Influence on Other Manufacturers

Blue Tesla Model S with Plaid Powertrain returns to the Nurburgring. (Credit: Teslarati)

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As enthusiasts of Tesla’s automobiles and what comes with them in terms of technology, we all know that their cars offer things that no other manufacturer can offer. This is not only because of Tesla’s sizeable lead in battery technology and entertainment features but simply because the cars provide a design and aesthetic that is just different than others. We all know Tesla seems to handle themselves in a more “fun” way than any other large company that builds vehicles; one would only have to see Fart Mode to know that this company is a lot different than others.

However, we see carmakers adapt more and more to Tesla’s style, technology, look, and demeanor. Every day, it seems like another company is doing something that is geared toward taking a chunk out of Tesla’s market. This idea does not only have to do with the company’s increasing performance and technology standards, but even entertainment features offered by Tesla are influencing other carmakers to do the same thing.

Earlier this week, it was announced that BMW would be offering a Tri-Motor performance electric car that would be released in 2023 or 2024. The M5 EV from the German automaker is poised to outperform Tesla’s highest-performing vehicles, like the Model S P100D or the yet-to-be-released Model S outfitted with Plaid Mode.

Speaking of Plaid Mode, when comparing the M5 to Tesla’s revised Model S Powertrain, it is a pretty similar idea. Both cars offer Tri-Motor setups with massive amounts of Horsepower: the BMW having 1,000+ and the Plaid Mode Model S, while unconfirmed, will likely have around 800 ponies. Both cars are obviously geared toward fast, high-performance driving with crazy acceleration points for 0-60 MPH.

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BMW had to realize that when the Plaid Model S does release, it will likely be the only car that real speed enthusiasts will buy if they want an EV. While some may choose to spend an extra 100 grand on the Tesla Roadster, some will want a more versatile vehicle that they can use for everyday driving. Nobody has really even challenged Tesla in this portion of the industry except for Porsche, whose Taycan offers excellent performance capabilities but has fallen short of what people expect in terms of range.


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In terms of battery performance, GM has been the automaker that comes to mind when thinking of those who want to challenge Tesla. A few weeks ago, I wrote an interesting op-ed on GM’s 180 degree perspective of Tesla. Nine years ago, GM executives claimed Tesla would be “in the graveyard” due to money management and lacking vehicle technology. But just a few weeks ago, GM came out and said, “We’re close to a million-mile battery, too!” Directly acknowledging Tesla’s lead in battery tech, GM realized even to begin to compete with Tesla down the road, things better change, and developments better start happening…and they better start happening fast.

Now, I am sure many, if not all, of the newsletter readers, have heard of Xpeng in some capacity. Whether it is Tesla’s current lawsuit with the Chinese automaker or the striking similarities in the company’s website, the brand has become a pretty popular name within the EV industry. I am going to focus on the latter portion, with the website comparison, along with another example of Tesla’s influence on Xpeng.

The website: Woah. Talk about similarities. Not only does Xpeng’s general website look just like Tesla’s, but their ordering page for the P7 holds striking similarities compared to the ordering page for the Model S, Model 3, Model X, and Model Y. It is basically a carbon copy, see for yourself.

Not only did Xpeng use Tesla’s website design, but their cars can also dance as an Easter Egg. Boy, that sure does sound familiar too…*cough cough* Model X.

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In terms of disrupting Tesla’s sector, two examples come to mind: GM’s Electric Van and Nikola’s series of Electric Semis.

Now, Tesla obviously does not have a van, but they may make a twelve-seater for Boring Company tunnels. But interestingly enough, GM’s most significant concern for making a van was to beat Tesla to the punch. That’s what a UPS Fleet Director said because he realizes that a battery-powered van could disrupt the commercial industry as a whole. He actually compared it to the Model 3’s disruption of consumer sedans.

Nikola is sort of a different story compared to what I’ve talked about thus far. This is a company that is planning to offer a pickup and several Semi-trucks that will use sustainable energy (depending on what your ideas about hydrogen are). But we know the Tesla Semi is going to do some real damage in the Semi market because of its impressive performance standards. A lot of pre-orders from a lot of big companies, and it will surely disrupt a sizeable industry, especially when companies with environmental concerns have it available to them and see what the Semi is capable of.

More interesting to me, though, is the company name. Really original. We should call them Edison at this point.

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So what does all of this mean? What’s the big idea?

Tesla is not the company in the EV sector. Tesla is THE company in the automotive industry altogether.

Forget about batteries or entertainment or vehicle design. Tesla is the company right now in the entire industry. There is no comparison. We have EV companies gunning for them, gas-powered legacy automakers after them; there are no limits. Everyone wants a slice of the Tesla pie. And who can blame them?

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Tesla Full Self-Driving set to get an awesome new feature, Elon Musk says

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Credit: Teslarati

Tesla Full Self-Driving is set to get an awesome new feature in the near future, CEO Elon Musk confirmed on X.

Full Self-Driving is the company’s semi-autonomous driving program, which is among the best available to the general public. It still relies on the driver to ultimately remain in control and pay attention, but it truly does make traveling less stressful and easier.

However, Tesla still continuously refines the software through Over-the-Air updates, which are meant to resolve shortcomings in the performance of the FSD suite. Generally, Tesla does a great job of this, but some updates are definitely regressions, at least with some of the features.

Tesla Cybertruck owner credits FSD for saving life after freeway medical emergency

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Tesla and Musk are always trying to improve the suite’s performance by fixing features that are presently available, but they also try to add new things that would be beneficial to owners. One of those things, which is coming soon, is giving the driver the ability to prompt FSD with voice demands.

For example, asking the car to park close to the front door of your destination, or further away in an empty portion of the parking lot, would be an extremely beneficial feature. Adjusting navigation is possible through Grok integration, but it is not always effective.

Musk confirmed that voice prompts for FSD would be possible:

Tesla Full Self-Driving is a really great thing, but it definitely has its shortcomings. Navigation is among the biggest complaints that owners have, and it is easily my biggest frustration with using it. Some of the routes it chooses to take are truly mind-boggling.

Another thing it has had issues with is being situated in the correct lane at confusing intersections or even managing to properly navigate through local traffic signs. For example, in Pennsylvania, there are a lot of stop signs with “Except Right Turn” signs directly under.

This gives those turning right at a stop sign the opportunity to travel through it. FSD has had issues with this on several occasions.

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Parking preferences would be highly beneficial and something that could be resolved with this voice prompt program. Grocery stores are full of carts not taken back by customers, and many people choose to park far away. Advising FSD of this preference would be a great advantage to owners.

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Cybertruck

Elon Musk clarifies Tesla Cybertruck ’10 day’ comment, fans respond

Some are arguing that the decision to confirm a price hike in ten days is sort of counterproductive, especially considering it is based on demand. Giving consumers a timeline of just ten days to make a big purchase like a pickup truck for $60,000, and basically stating the price will go up, will only push people to make a reservation.

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Credit: Tesla

Elon Musk has clarified what he meant by his comment on X yesterday that seemed to indicate that Tesla would either do away with the new All-Wheel-Drive configuration of the Cybertruck or adjust the price.

The response was cryptic as nobody truly knew what Musk’s plans were for the newest Tesla Cybertruck trim level. We now have that answer, and fans of the company are responding in a polarizing fashion.

On Thursday night, Tesla launched the Cybertruck All-Wheel-Drive, priced competitively at $59,990. It was a vast improvement from the Rear-Wheel-Drive configuration Tesla launched last year at a similar price point, which was eventually cancelled just a few months later due to low demand.

Tesla launches new Cybertruck trim with more features than ever for a low price

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However, Musk said early on Friday, “just for 10 days,” the truck would either be available or priced at $59,990. We can now confirm Tesla will adjust the price based on more recent comments from the CEO.

Musk said the price will fluctuate, but it “depends on how much demand we see at this price level.”

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Some are defending the decision, stating that it is simply logical to see how the Cybertruck sells at this price and adjust accordingly.

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Others, not so much.

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Some are arguing that the decision to confirm a price hike in ten days is sort of counterproductive, especially considering it is based on demand. Giving consumers a timeline of just ten days to make a big purchase like a pickup truck for $60,000, and basically stating the price will go up, will only push people to make a reservation.

Demand will look strong because people want to lock in this price. The price will inevitably go up, and demand for the trim will likely fall a bit because of the increased cost.

Many are arguing Musk should have kept this detail internal, but transparency is a good policy to have. It is a polarizing move to confirm a price increase in just a week-and-a-half, but the community is obviously split on how to feel.

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Cybertruck

Tesla Cybertruck’s newest trim will undergo massive change in ten days, Musk says

It appears as if the new All-Wheel-Drive trim of Cybertruck won’t be around for too long, however. Elon Musk revealed this morning that it will be around “only for the next 10 days.”

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(Credit: Tesla)

Tesla’s new Cybertruck trim has already gotten the axe from CEO Elon Musk, who said the All-Wheel-Drive configuration of the all-electric pickup will only be available “for the next ten days.”

Musk could mean the price, which is $59,990, or the availability of the trim altogether.

Last night, Tesla launched the All-Wheel-Drive configuration of the Cybertruck, a pickup that comes in at less than $60,000 and features a competitive range and features that are not far off from the offerings of the premium trim.

Tesla launches new Cybertruck trim with more features than ever for a low price

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It was a nice surprise from Tesla, considering that last year, it offered a Rear-Wheel-Drive trim of the Cybertruck that only lasted a few months. It had extremely underwhelming demand because it was only $10,000 cheaper than the next trim level up, and it was missing a significant number of premium features.

Simply put, it was not worth the money. Tesla killed the RWD Cybertruck just a few months after offering it.

With the news that Tesla was offering this All-Wheel-Drive configuration of the Cybertruck, many fans and consumers were encouraged. The Cybertruck has been an underwhelming seller, and this seemed to be a lot of truck for the price when looking at its features:

  • Dual Motor AWD w/ est. 325 mi of range
  • Powered tonneau cover
  • Bed outlets (2x 120V + 1x 240V) & Powershare capability
  • Coil springs w/ adaptive damping
  • Heated first-row seats w/ textile material that is easy to clean
  • Steer-by-wire & Four Wheel Steering
  • 6’ x 4’ composite bed
  • Towing capacity of up to 7,500 lbs
  • Powered frunk

It appears as if this trim of Cybertruck won’t be around for too long, however. Musk revealed this morning that it will be around “only for the next 10 days.”

Musk could mean the price of the truck and not necessarily the ability to order it. However, most are taking it as a cancellation.

If it is, in fact, a short-term availability decision, it is baffling, especially as Tesla fans and analysts claim that metrics like quarterly deliveries are no longer important. This seems like a way to boost sales short-term, and if so many people are encouraged about this offering, why would it be kept around for such a short period of time?

Some are even considering the potential that Tesla axes the Cybertruck program as a whole. Although Musk said during the recent Q4 Earnings Call that Cybertruck would still be produced, the end of the Model S and Model X programs indicates Tesla might be prepared to do away with any low-volume vehicles that do not contribute to the company’s future visions of autonomy.

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The decision to axe the car just ten days after making it available seems like a true head-scratcher.

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