News
‘Tesla Killers’ are like Bigfoot: They don’t exist and they never will
The term “Tesla Killer” should be retired for the rest of time. For years, automakers across the world have released their introductory electric cars into the quickly growing EV sector. With plans written out and cool, sporty photographs and renders of the “next big thing” in the EV sector being released by some of the world’s largest and oldest car company’s, many media outlets, including this one, have referred to some cars as “Tesla Killers” because that is what automakers are trying to do: knock Tesla off of its pedestal and try to derail some of the momentum that Elon Musk’s company has gained through the past several years.
The problem is this: These cars that are always coined as “Tesla Killers” never pan out to what they’re supposed to be. They’re all hype and relatively no real threat to Tesla or any of its vehicles. In all honesty, “Tesla Killers” are like Bigfoot. You always hear about them, but you never see them, and in the back of your mind, you think that it could be real, but more than likely, it isn’t.
I will admit, there are cars out there that have legitimate potential to derail some of Tesla’s momentum. I think the Lucid Air could be a great competitor to the Model S, and I think Rivian’s R1T could be a great option for potential Cybertruck owners. Some great cars are coming to the market, but none of them are worthy of being deemed a “Tesla Killer.”
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The fact is, the word “killer,” when attributed to everything, means it is a complete ending to any chance of success when used in the comparison of two things. A “Tesla Killer” would have to make a competing car model obsolete, killing it off from the market, and this simply doesn’t happen in the automotive world, at least in my opinion. Even if cars have slumpy sales records or slow months, someone will still buy that car eventually, no matter how crappy, inadequate, or ineffective that vehicle is.
The truth is that all of the cars labeled as “Tesla Killers” have always fallen short. I can remember the Mercedes-Benz EQC donning the label, only to sell barely any units and have the German automaker reconsidering its stance on EVs. The same thing was said about the EQS unveiling. While it is a beautiful car, does anyone really think it’s going to make Tesla reconsider its plans for future models or make it redesign any of its current ones?
Once-deemed ‘Tesla killer’ Mercedes EQC flops with 55 units sold in Germany to date
No, it won’t. It’s not an “it likely won’t” or “there’s a small chance.” It won’t happen. Period.
Tesla is on the top of the EV sector. Like it or not, nobody can really compete with them currently, and vaporware is the only real threat to Tesla’s current momentum. For years, these car companies have said they will build these incredible EVs with all of these great features. Towing capabilities, wading depth, 0-60 MPH times that are more than impressive, astronomical range ratings. You name it, one of these car companies has said it. But how many times, honestly, has a car company kept its word with an EV that it plans to release? How many times have these car companies with decades or even a century of experience come up short? How many times have EV enthusiasts been promised “the next big thing in the EV sector,” only to come up short and revise their plans?
The truth is, it happens more often than not. Car companies need to start getting honest about their issues when developing EVs. I believe transparency, not hopeless promises, is the key to winning over the incredibly loyal EV enthusiasts that make up the community. It is no secret that Tesla owners and fans are quite dismissive toward competitors. Can you really blame them? Can you see how for years, these other car companies have made all of these promises, only for their entire plan to crumble apart like an extra dry cookie?
This isn’t to say that Tesla is perfect, and it isn’t to say that they won’t eventually fall off of their pedestal. Tesla has plenty of issues. They’re dealing with supply constraints, timing inaccuracies, production bottlenecks, and delays in permissions (especially in Berlin). The company also has major issues with customer service and communication, something that has been a complaint in more recent memory. However, Tesla rarely misses when it comes to its cars. Yes, some come later than the company says, but there’s no denying that many of the specs it releases for its vehicles are accurate. No matter how astronomical or outlandish some specs may seem, Tesla usually makes good on its promises.
This is something that other automakers that have been deemed “Tesla Killers” simply haven’t done. They may put fancy names, specs, and features on their cars, but they either fall short and aren’t as effective as they say the car will be, or the car just gets delayed for several years until the companies have put in the correct infrastructure for adequate production.
“Tesla Killers” do not exist. They never have, and they never will. There will never be a car that comes along and makes a Tesla completely obsolete in the EV market. Besides, all of these companies producing “Tesla Killers” wouldn’t even plan to manufacture EVs if it wasn’t for Tesla. Let’s face it; these cars are really “Saviors” to whatever manufacturer they belong to because if they weren’t being planned or produced, these companies would be obsolete in a few years, especially as the EV sector continues to gain momentum and take market share away from petrol-powered machines.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
-Joey
News
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
News
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
News
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
Tesla will be ending one-time purchases of its Full Self-Driving (FSD) system after Valentine’s Day, transitioning the feature to a monthly subscription-only model.
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
No more FSD one-time purchases
As per Elon Musk in his post on X, “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.” This marks a shift in how Tesla monetizes its FSD system, which can now be purchased for a one-time fee or accessed through a monthly subscription.
FSD’s subscription model has been $99 per month in the United States, while its one-time purchase option is currently priced at $8,000. FSD’s one-time purchase price has swung wildly in recent years, reaching $15,000 in September 2022. At the time, FSD was proficient, but its performance was not on par with v14. This made its $15,000 upfront price a hard sell for consumers.
Tesla’s move to a subscription-only model could then streamline how the company sells FSD. It also lowers the entry price for the system, as even price-conscious drivers would likely be able to justify FSD’s $99 monthly subscription cost during periods when long-distance travel is prevalent, like the holidays.
Musk’s compensation plan and FSD subscription targets
Tesla’s shift to a subscription-only FSD model comes amidst Musk’s 2025 CEO Performance Award, which was approved by Tesla shareholders at the 2025 Annual Shareholders Meeting with roughly 75% support. Under the long-term compensation plan, Musk must achieve a series of ambitious operational milestones, including 10 million active FSD subscriptions, over the next decade for his stock awards to vest.
The 2025 CEO Performance Award’s structure ties Musk’s potential compensation to Tesla’s aggressive targets that span market capitalization, vehicle deliveries, robotics, and software adoption. Apart from his 10-million active FSD subscription target, Musk’s compensation is also tied to Tesla producing 20 million vehicles cumulatively, delivering 1 million Tesla bots, and having 1 million Robotaxis in operation. He must also lead Tesla to a market cap of $8.5 trillion.
If successful, Elon Musk’s 2025 CEO Performance Award could make him the world’s first trillionaire. It could also help Tesla become the world’s most valuable company by market cap by a notable margin.
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
