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‘Tesla Killers’ are struggling to live up to their names
Given the struggles faced by most new electric vehicle (EV) releases over the last few years, it may be time to put away the phrase ‘Tesla Killer’ in favor of a more realistic label like ‘Tesla Kind-of Competitor.’ With brands like Faraday Future and Fisker Inc. already come and (almost) gone in the same EV arena that Tesla continues to thrive in, each new entrant looks to be the next at-risk for being an ‘also-ran’ in the quest for success in the consumer market.
As more tech knowledge is gained, supply deals are made, and Tesla continues educating potential buyers about the positive realities of electric car ownership, perhaps the ‘Tesla Killer’ label will be bandied about again. In the meantime, however, competitors like the Jaguar I-PACE and the Audi e-tron are left with the cold, hard reality: They’re just not Tesla, and that’s not yet a good thing for shoppers to be thinking about their product right now.
“If a customer is choosing the I-PACE over the comparable Tesla, they are making the conscious decision: I don’t want the Tesla,” said Ed Kim, an analyst at the car-market research and consulting firm AutoPacific, as quoted in an article on Bloomberg about Tesla’s struggling competition. “You really have to be someone who doesn’t like Tesla, who doesn’t want the Tesla product, in order to go for this.”
The e-tron and the I-PACE might actually stand a good chance at breaking into a market dominated by Tesla given their brands’ experience and financial resources in the automotive world already. As Bloomberg’s article pointed out, their sales numbers are going to have to perk up soon, though, and given some advertising tactics taken up by both brands, they’re aware of this need. Jaguar is currently offering a $3,000 ‘Tesla Conquest’ incentive, meaning current Tesla owners buying an I-PACE will receive an additional $3,000 credit towards their purchase as part of a combined $15,000 savings package program. Last month, Audi infamously decided to block Superchargers in order to spark marketing-driven conversations with Tesla owners there to ‘fill’ up.
There are a variety of reasons why ‘Tesla Killers’ aren’t living up to their name – some are speculation and some have pretty solid facts to support their case. Getting a late start in the EV game is probably the most glaring shortcoming of Tesla’s competitors, but that’s not always the determining factor. Although Tesla is lauded as a technology company that also makes cars, a sentiment expressed to applaud their achievements, there’s no rule saying they will keep that crown forever. (My source: Pirates of Silicon Valley meets Tesla Goes to China). With the kind of deep pockets legacy auto still has, they could throw their money around and make some magic happen there, if you will.
Education of the sales force seems to be a serious shortcoming as well, especially according to owners who’ve experienced it directly. In early July this year, one Jaguar I-PACE owner shared a very frustrating tale with Teslarati which involved his car failing to meet its stated battery range by a significant amount, a lack of working charge stations, and delays in servicing due to limited know-how when it came to the company’s new electric vehicle. Tesla is often chided for its growing pains in service, but legacy auto doesn’t always have a pristine record, and Tesla is always working to improve and can move at an incredible speed to do so.
Then there are theories put forth by people like Sandy Munro, a teardown specialist who has made waves in the Tesla community for his comments about the Model 3 manufacturing process. Commenting on the underwhelming battery range from Tesla competitors such as the Audi e-tron and the Jaguar I-PACE in an interview with Sean Mitchell of AllThingsEV, Munro noted that this is simply because of their lack of vertical integration. “(It’s) because they’re buying them from somebody else,” he mused. Other comments made in the interview involved the long-term nature of any battery development outside of Tesla and the major battery manufacturers thanks to patents and licensing requirements. In other words, Jaguar and Audi might not be victims of ‘you snooze, you loose,’ per se, but rather ‘you don’t stay awake, you pay.’
To the extent that it’s amusing watching Tesla move so far ahead in the EV race, it’s not a terrible thing if they end of sharing the stage a bit with others down the road. Elon Musk has noted on several occasions that Tesla alone can’t achieve the total transformation that’s needed to achieve his sustainability goals. It’s good that others are trying, and a handful of actual ‘Tesla Killers’ that keep the brand on its toes is good for everyone, even those just in it for the cool factor. Better competition for Tesla means Tesla just gets better. Then they get better to keep up. And so it goes.
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Tesla wins another award critics will absolutely despise
Tesla earned an overall score of 49 percent, up 6 percentage points from the previous year, widening its lead over second-place Ford (45 percent, up 2 points) to a commanding 4-percentage-point gap. The company also excelled in the Fossil Free & Environment category with a 50 percent score, reflecting strong progress in reducing emissions and decarbonizing operations.
Tesla just won another award that critics will absolutely despise, as it has been recognized once again as the company with the most sustainable supply chain.
Tesla has once again proven its critics wrong, securing the number one spot on the 2026 Lead the Charge Auto Supply Chain Leaderboard for the second consecutive year, Lead the Charge rankings show.
NEWS: Tesla ranked 1st on supply chain sustainability in the 2026 Lead the Charge auto/EV supply chain scorecard.
“@Tesla remains the top performing automaker of the Leaderboard for the second year running, and increased its overall score by 6 percentage points, while Ford only… pic.twitter.com/nAgGOIrGFS
— Sawyer Merritt (@SawyerMerritt) March 4, 2026
This independent ranking, produced by a coalition of environmental, human rights, and investor groups including the Sierra Club, Transport & Environment, and others, evaluates 18 major automakers on their efforts to build equitable, sustainable, and fossil-free supply chains for electric vehicles.
Tesla earned an overall score of 49 percent, up 6 percentage points from the previous year, widening its lead over second-place Ford (45 percent, up 2 points) to a commanding 4-percentage-point gap. The company also excelled in the Fossil Free & Environment category with a 50 percent score, reflecting strong progress in reducing emissions and decarbonizing operations.
Perhaps the most impressive achievement came in the batteries subsection, where Tesla posted a massive +20-point jump to reach 51 percent, becoming the first automaker ever to surpass 50 percent in this critical area.
Tesla achieved this milestone through transparency, fully disclosing Scope 3 emissions breakdowns for battery cell production and key materials like lithium, nickel, cobalt, and graphite.
The company also requires suppliers to conduct due diligence aligned with OECD guidelines on responsible sourcing, which it has mentioned in past Impact Reports.
While Tesla leads comfortably in climate and environmental performance, it scores 48 percent in human rights and responsible sourcing, slightly behind Ford’s 49 percent.
The company made notable gains in workers’ rights remedies, but has room to improve on issues like Indigenous Peoples’ rights.
Overall, the leaderboard highlights that a core group of leaders, Tesla, Ford, Volvo, Mercedes, and Volkswagen, are advancing twice as fast as their peers, proving that cleaner, more ethical EV supply chains are not just possible but already underway.
For Tesla detractors who claim EVs aren’t truly green or that the company cuts corners, this recognition from sustainability-focused NGOs delivers a powerful rebuttal.
Tesla’s vertical integration, direct supplier contracts, low-carbon material agreements (like its North American aluminum deal with emissions under 2kg CO₂e per kg), and raw materials reporting continue to set the industry standard.
As the world races toward electrification, Tesla isn’t just building cars; it’s building a more responsible future.
News
Tesla Full Self-Driving likely to expand to yet another Asian country
“We are aiming for implementation in 2026. [We are] doing everything in our power [to achieve this],” Richi Hashimoto, president of Tesla’s Japanese subsidiary, said.
Tesla Full Self-Driving is likely to expand to yet another Asian country, as one country seems primed for the suite to head to it for the first time.
The launch of Full Self-Driving in yet another country this year would be a major breakthrough for Tesla as it continues to expand the driver-assistance program across the world. Bureaucratic red tape has held up a lot of its efforts, but things are looking up in some regions.
Tesla is poised to transform Japan’s roads with Full Self-Driving (FSD) technology by 2026.
Richi Hashimoto, president of Tesla’s Japanese subsidiary, announced the ambitious timeline, building on successful employee test drives that began in 2025 and earned positive media reviews. Test drives, initially limited to the Model 3 since August 2025, expanded to the Model Y on March 5.
Once regulators approve, Over-the-Air (OTA) software updates could activate FSD across roughly 40,000 Teslas already on Japanese roads. Japan’s orderly traffic and strict safety culture make it an ideal testing ground for autonomous driving.
Hashimoto said:
“We are aiming for implementation in 2026. [We are] doing everything in our power [to achieve this].”
The push aligns with Hashimoto’s leadership, which has been credited for Tesla’s sales turnaround.
In 2025, Tesla delivered a record 10,600 vehicles in Japan — a nearly 90% jump from the prior year and the first time exceeding 10,000 units annually.
BREAKING 🇯🇵 FSD IS LIKELY LAUNCHING IN JAPAN IN 2026 🚨
Richi Hashimoto, President of Tesla’s Japanese subsidiary, stated: “We are aiming for implementation in 2026” and added that they are “doing everything in our power” to achieve this 🔥
Test drives in Japan began in August… pic.twitter.com/jkkrJLszXN
— Ming (@tslaming) March 5, 2026
The strategy shifted from online-only sales to adding 29 physical showrooms in high-traffic malls, plus staff training and attractive financing offers launched in January 2026. Tesla also plans to expand its Supercharger network to over 1,000 points by 2027, boosting accessibility.
This Japanese momentum reflects Tesla’s broader international expansion. In Europe, Giga Berlin produced more than 200,000 vehicles in 2025 despite a temporary halt, supplying over 30 markets with plans for sequential production growth in 2026 and battery cell manufacturing by 2027.
While regional EV sales faced headwinds, the factory remains a cornerstone for Model Y deliveries across the continent.
In Asia, Giga Shanghai continues to be recognized as Tesla’s powerhouse. China, the company’s largest market, saw January 2026 deliveries from the plant rise 9 percent year-over-year to 69,129 units, with affordable new models expected later this year.
FSD advancements, already progressing in the U.S. and South Korea, are slated for Europe and further Asian rollout, complementing plans to expand Cybercab and Optimus to new markets as well.
With OTA-enabled autonomy on the horizon and retail strategies paying dividends, Tesla is strengthening its footprint from Tokyo showrooms to Berlin assembly lines and Shanghai exports. As Hashimoto continues to push Tesla forward in Japan, the company’s global vision for sustainable, self-driving mobility gains traction across Europe and Asia.
News
Tesla ships out update that brings massive change to two big features
“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”
Tesla has shipped out an update for its vehicles that was caused specifically by a California lawsuit that threatened the company’s ability to sell cars because of how it named its driver assistance suite.
Tesla shipped out Software Update 2026.2.9 starting last week; we received it already, and it only brings a few minor changes, mostly related to how things are referenced.
“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”
The following changes came to Tesla vehicles in the update:
- Navigate on Autopilot has now been renamed to Navigate on Autosteer
- FSD Computer has been renamed to AI Computer
Tesla faced a 30-day sales suspension in California after the state’s Department of Motor Vehicles stated the company had to come into compliance regarding the marketing of its automated driving features.
The agency confirmed on February 18 that it had taken a “corrective action” to resolve the issue. That corrective action was renaming certain parts of its ADAS.
Tesla discontinued its standalone Autopilot offering in January and ramped up the marketing of Full Self-Driving Supervised. Tesla had said on X that the issue with naming “was a ‘consumer protection’ order about the use of the term ‘Autopilot’ in a case where not one single customer came forward to say there’s a problem.”
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
It is now compliant with the wishes of the California DMV, and we’re all dealing with it now.
This was the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” names. Previous Transportation Secretary Pete Buttigieg was one of those federal-level employees who had an issue with the names “Autopilot” and “Full Self-Driving.”
Tesla sued the California DMV over the ruling last week.
Tesla wins another award critics will absolutely despise
Tesla Full Self-Driving likely to expand to yet another Asian country
