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
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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
SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
