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‘Tesla Killers’ are like Bigfoot: They don’t exist and they never will

Credit: Reddit u/stonkz4life

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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.”


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. 

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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.

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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.

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“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.

A big thanks to our long-time supporters and new subscribers! Thank you.

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

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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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Tesla Cybercab launch is imminent after latest sighting at Giga Texas

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Credit: Joe Tegtmeyer | X

Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.

The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.

Today, things were a bit different.

Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.

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Giga Texas drone operator Joe Tegtmeyer noticed the change today:

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Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.

The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.

Tesla Cybercab specs revealed: range, curb weight, range ratings, and more

The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.

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It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:

Tesla’s Robotaxi dreams just took a massive step toward reality

We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.

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Elon Musk says this part of Tesla ‘makes no sense’

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Justin Pacheco, Public domain, via Wikimedia Commons

Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.

SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.

These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.

Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.

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Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.

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Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.

Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook

However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.

Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.

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Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.

The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.

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Tesla Full Self-Driving faces major pushback in Europe

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Credit: Tesla

A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.

The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.

TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.

Tesla Full Self-Driving gets first-ever European approval

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Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.

Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.

TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of ​vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.

This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.

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This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.

However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.

Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.

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