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‘Tesla killers’ are celebrating 7-year anniversary since Model S debut

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This is a free excerpt of our weekly members-only newsletter. Each week, we give you our take on the biggest stories of the week, our favorite photos & videos and much more. Become a member today receive all of Teslarati’s newsletters.

In just a few weeks, Tesla’s first mass-produced vehicle (Model S) will be celebrating 7 years on the road. Back in June 2012, people would scoff when you would mention Tesla, “Who’s going to buy an electric car, let alone a luxury electric car??” 

A lot has changed since then. The company has sold over 260,000 Model S’ globally since its debut and it has yet to be dethroned as the longest-range electric vehicle on the road. After analysts and naysayers starting paying attention to Tesla in late 2012 (hint: Model S was Motor Trend Car of the Year in 2012), another narrative took shape, The Germans will squash these California guys, just wait a few years.

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So here we are, 7 years later. Audi has just released its first real EV, the e-tron, and Mercedes is in the process of launching their counterpart, the EQC, BMW is nowhere to be found. While the e-tron and the EQC are meaningful ploys to keep Audi and Mercedes customers from fleeing to Tesla, they seem underwhelming and late. The e-tron is equipped with a massive 95 kWh battery, but only erks out 204-miles of EPA range, and the EQC is estimated to land somewhere in between 200-220 miles with an 80 kWh battery.

Elon Musk at the Model S delivery ceremony, June 22, 2012. (AP Photo/Paul Sakuma, File)

Let’s be clear, no one is a bigger fan of automakers entering the EV space. Audi’s e-tron should be considered an overture for the upcoming Audi and Porsche co-developed electric vehicles, which will sport one of the first 800V systems, longer range, and more efficient motors. But one thing is clear here, Tesla is still miles and years ahead of the Germans. Porsche’s upcoming Taycan would have been quite competitive with the 2018 Model S, but with the Model S’s latest platform update sporting 370-miles out of a 100 kWh battery, Tesla’s lead becomes more and more apparent. Things haven’t panned out as 2013 wall street envisioned.

Batteries, Motors, Capacity, and more!

Tesla’s latest range increases are certainly impressive, but it’s important to know where these increases are coming from: motor technology. Tesla has been developing their own motors for 15 years and has a massive lead on existing OEMs and suppliers. From the outside, Tesla’s famed Gigafactory with Panasonic makes it appear as though their battery-cells are the secret sauce, but battery suppliers have been working on lithium-ion technology far longer than Tesla. To find where Tesla is truly leading with battery technology turn to the company’s thermal management systems and packaging of the cells. While Tesla’s cells aren’t the most exciting things on earth (modified-2170 cells), their early investment into production capabilities has allowed them to lower costs and scale battery production in conjunction with vehicle demand.

Tesla’s been ahead of the game since the start and is positioned to stay ahead for many years. Do you think the German automakers or others will ever catch up to Tesla? If so, when and who? Let me know in the comments.

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Christian Prenzler is currently the VP of Business Development at Teslarati, leading strategic partnerships, content development, email newsletters, and subscription programs. Additionally, Christian thoroughly enjoys investigating pivotal moments in the emerging mobility sector and sharing these stories with Teslarati's readers. He has been closely following and writing on Tesla and disruptive technology for over seven years. You can contact Christian here: christian@teslarati.com

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Tesla Model Y L’s new features flexed at unveiling event at Diner

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Tesla Model Y L in a field
Credit: Tesla

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:

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:

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

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
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Elon Musk

Tesla CEO Elon Musk denies ridiculous Gigafactory Shanghai rumor

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(Credit: Tesla)

Tesla CEO Elon Musk took to his social media platform X on Thursday night to deny a ridiculous rumor regarding the sale of the company’s Chinese vehicle production plant, Gigafactory Shanghai.

On Thursday, the Wall Street Journal, citing sources familiar with the matter, claimed in a scathing new report that Tesla was exploring a potential sale of the entire China business in an effort to help bolster a potential merger between SpaceX and Tesla.

Musk immediately denied the rumor not once but twice, initially calling it “fake news,” and then calling it “absurdly fake news” in a separate post just a few moments later:

The original poster of the Wall Street Journal article that Musk saw deleted the initial post sharing the headline and the rumored sale of Tesla’s China business.

The report seemed absolutely and unequivocally false to begin with; Tesla’s business in China is among the most important pieces of the company’s business. Not only does the factory supply vehicles for the domestic market, but also for various other markets in Asia and Europe.

China is also one of the largest automotive markets in the world, and Tesla has performed well there despite the robust competition.

The speculation regarding a Tesla and SpaceX merger has started to gain steam this year as the space exploration company went public just a month ago. There has been speculation that Musk will bridge all of his companies under one “umbrella company,” and analysts believe this could happen before the end of the decade.

The Tesla and SpaceX merger everyone is talking about is quietly building

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This is the latest iteration of Musk’s very evident war on mainstream media. Reports regarding any of Musk’s companies are quick to get the dreaded “false” or “fake news” response from the CEO when they are unfounded.

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Elon Musk

Tesla AI boss reveals how big Optimus is going to get

Tesla’s Optimus chief corrected himself on X, confirming a staggering 10 million robot production target.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla’s Optimus program has a new number attached to it, after Ashok Elluswamy, the executive who has run the humanoid robot program since June 2025, posted a three word correction on X Thursday, “Correction, 10 million robots.”

The line clarifies the long term annual capacity Tesla is building toward its planned second Optimus production line at Gigafactory Texas, a figure Musk has cited repeatedly since last year’s shareholder meeting.

The scale is worth noting, because ten million robots a year would mean Tesla building more units annually than most countries sell in new cars. Tesla has framed this as a second line, not the first. The buildout is happening in two phases: a roughly one million unit per year line inside Tesla’s Fremont factory, installed on the floor space vacated when Model S and Model X production ended earlier this year, and a much larger dedicated facility under construction at Giga Texas that broke ground on its first steel structure in May. That Texas facility is the one Elluswamy’s correction refers to, and is expected to reach volume production sometime in 2027.

Tesla Optimus project fires up as Musk sees production line progress

Elluswamy took over Optimus from Milan Kovac last summer and has spent the months since talking up the program’s trajectory. Elon Musk has also floated the ten million figure at Tesla’s 2025 shareholder meeting.

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Ending Model S and Model X production to make room for the first Optimus line was one of the more consequential manufacturing decisions in the company’s recent history, retiring two flagship vehicles in favor of a robot that has yet to enter mass production. Musk has previously estimated per unit production costs at $20,000 to $25,000 once Tesla reaches a million units a year, though he hasn’t said what that cost looks like at ten times the volume.

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