

News
Follow the Leader: Tesla’s Influence on Other Manufacturers
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.
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.
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.
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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News
Tesla Model Y charges to bring strongest month in Australia in 2025
Tesla saw a strong month of sales in Australia, led by the dominating performance of the Model Y.

Tesla can thank the Model Y for bringing the company to its strongest monthly performance of the year in Australia.
In May, the Model Y accounted for 3,580 of the 3,897 total sales Tesla reported for the month in Australia. That’s a 9.3 percent increase from May 2024, while the Model Y had its best month since June 2024 with a 122.5 percent increase from the same month a year prior.
Additionally, it was the company’s best May in two years, when it sold 4,476 cars in May 2023.
It is a strong point in what has been a tough year for Tesla, but the difficulty can mostly be attributed to the switchover of production lines the company performed at each of its global production facilities.
It updated the Model Y earlier this year with a brand new front and rear fascia, as well as suspension improvements, and cabin modifications to provide a more comfortable ride.
Tesla’s Country Manager for Australia, Thom Drew, spoke to Drive in April about the Model Y and its influence on the company’s performance in Australia.
Tesla Cybertruck needs changes before Australia entry, but no guarantees it will arrive
He said the company saw tremendous interest in the Launch Edition of the new Model Y, which featured premium badging and some other novelty improvements compared to the Long Range All-Wheel-Drive that is available already.
Drew said:
“When we launched orders back in January, we had an enormous response to the launch edition. We’ve only just started test drives in the last couple of weeks. The boat’s been slowly making its way around the country. And now we’re seeing that kind of second wave come through, and seeing a lot of interest. I think we had a record test drive week, last week, in our entire history. So yeah, [we’re] seeing some really strong interest.”
Tesla is hoping to see improvements in sales performance across the globe, but it is primarily focused on the rollout of the Robotaxi platform, which is set for release on June 12.
Elon Musk
Elon Musk explains Tesla’s domestic battery strategy
Elon Musk responded to a new note from an analyst that highlighted Tesla’s battery strategy.

Tesla CEO Elon Musk explained the automaker’s strategy for building batteries from top to bottom in a domestic setting as the company continues to alleviate its reliance on Chinese materials, something other companies are too dependent on.
With the Trump Administration, it is no secret that the prioritization of U.S.-built products, including sourcing most of the materials from American companies, is at the forefront of its strategy.
The goal is to become less dependent on foreign products, which would, in theory, bolster the U.S. economy by creating more jobs and having less reliance on foreign markets, especially China, to manufacture the key parts of things like cars and tech.
In a note from Alexander Potter, an analyst for the firm Piper Sandler, Tesla’s strategy regarding batteries specifically is broken down.
Potter says Tesla is “the only car company that is trying to source batteries, at scale, without relying on China.”
He continues:
“Eventually, Tesla will be making its own cathode active materials, refining its own lithium, building its own anodes, coating its own electrodes, assembling its own cells, and selling its own cars; No other US company can make similar claims.”
Musk, who spent time within the Trump White House through his work with the Department of Government Efficiency (DOGE), said that Tesla is doing the “important” work of localizing supply chains as the risks that come with being too dependent on foreign entities could be detrimental to a company, especially one that utilizes many parts and supplies that are manufactured mostly in China.
It is important, albeit extremely hard work, to localize supply chains to mitigate geopolitical risk
— Elon Musk (@elonmusk) June 3, 2025
Tesla has done a lot of work to source and even manufacture its own batteries within the United States, a project that has been in progress for several years but will pay dividends in the end.
According to a 2023 Nikkei analysis, Tesla’s battery material suppliers were dominated by Chinese companies. At the time, a whopping 39 percent of the company’s cell materials came from Chinese companies.
This number is decreasing as it operates its own in-house cell and material production projects, like its lithium refinery in Texas.
It also wants to utilize battery manufacturers that have plans to build cells in the U.S.
Panasonic, for example, is building a facility in Kansas that will help Tesla utilize domestically-manufactured cells for its cars.
Elon Musk
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
Could Tesla dive into the eVTOL market? Morgan Stanley takes a look.

Tesla shares are up nearly 20 percent in the past month, but that is not stopping the only trillion-dollar automaker from attracting all types of new potential sectors to disrupt, at least from an investor and analyst perspective.
Morgan Stanley’s Adam Jonas is not one to shy away from some ideas that many investors would consider far-fetched. In a recent note, Jonas brought up some interesting discussion regarding Tesla’s potential in the eVTOL industry, and how he believes CEO Elon Musk’s answer was not convincing enough to put it off altogether.
Tesla’s Elon Musk says electric planes would be ‘fun problem to work on’
Musk said that Tesla was “stretched pretty thin” when a question regarding a plane being developed came up. Jonas said:
“In our opinion, that’s a decidedly different type of answer. Is Tesla an aviation/defense-tech company in auto/consumer clothing?”
Musk has been pretty clear about things that Tesla won’t do. Although he has not unequivocally denied aviation equipment, including planes and drones, as he has with things like motorcycles, it does not seem like something that is on Musk’s mind.
Instead, he has focused the vast majority of his time at Tesla on vehicle autonomy, AI, and robotics, things he sees as the future.
Tesla and China, Robotics, Pricing
Morgan Stanley’s note also discussed Tesla’s prowess in its various areas of expertise, how it will keep up with Chinese competitors, as there are several, and the race for affordable EVs in the country.
Tesla is the U.S.’s key to keeping up with China
“In our view, Tesla’s expertise in manufacturing, data collection, robotics/ physical AI, energy, supply chain, and infrastructure are more critical than ever before to put the US on an even footing with China in embodied AI,” Jonas writes.
It is no secret that Tesla is the leader in revolutionizing things. To generalize, the company has truly dipped its finger in all the various pies, but it is also looked at as a leader in tech, which is where Chinese companies truly have an advantage.
Robotics and the ‘Humanoid Olympics’
Jonas mentioned China’s recent showcasing of robots running half marathons and competing in combat sports as “gamification of robotic innovation.”
Tesla could be at the forefront of the effort to launch something similar, as the analyst predicts the U.S. version could be called “Humanoid Ninja Warrior.”
Pricing
Tesla is set to launch affordable models before the end of Q2, leaving this month for the company to release some details.
While the pricing of those models remains in limbo with the $7,500 tax credit likely disappearing at the end of 2024, companies in China have been able to tap incredibly aggressive pricing models. Jonas, for example, brings up the BYD Seagull, which is priced at just about $8,000.
Tesla can tap into an incredibly broader market if it can manage to bring pricing to even below $30,000, which is where many hope the affordable models end up.
During the Q3 2024 Earnings Call, Musk said that $30,000 is where it would be with the tax credit:
“Yeah. It will be like with incentive. So, 30K, which is kind of a key threshold.”
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