News
No more “Tesla Killers:” It’s becoming increasingly difficult to distinguish the “EV market” from the mainstream auto segment
Those who have followed the Tesla story for years would remember a time when practically every single concept car and production EV was dubbed as a “Tesla Killer.” The idea then was that while Tesla held the lead in electric cars due to its first-mover advantage, the company’s share in the EV segment would shrink once other companies like the Detroit Big Three decided to step into the electric car market.
Yet with Tesla completing over 930,000 vehicle deliveries in a year rife with chip shortages and supply chain issues, it is becoming more and more difficult to justify the idea of several companies competing in a limited “EV market.” Considering the ongoing rise in electric vehicle sales worldwide and the general decline in sales of vehicles equipped with the internal combustion engine, it is starting to become evident that today, there is no longer an “EV market.” Today, there is just a “car market,” and EVs are winning.
One does not even have to look at Tesla’s 87% growth in 2021 vehicle sales to prove this point. A look at how veteran automakers Ford and General Motors fared in 2021 would show how a notable degree of focus and seriousness in electric vehicles may positively or negatively affect an automaker’s numbers in the current auto environment. Both Ford and GM were hit, just like Tesla, with the supply chain crisis, but one could argue that General Motors ended up with the shorter end of the stick.
In Q4 2021, GM’s US sales tanked by 42.9%, Buick fell by 34.8%, Cadillac fell by 47.8%, Chevrolet dropped by 44.7%, and GMC fell by 37.7%. For the entire year, GM’s overall sales dropped by 12.9%. This ultimately allowed Japanese carmaker Toyota to overtake the Detroit veteran for the first time in nearly a century. It should be noted that GM’s electric vehicle push was practically nonexistent in Q4 2021, with the company selling all but 25 Chevy Bolts and one GMC Hummer EV before the end of the year.
Ford did not have an easy 2021 either. The company sold 1.9 million vehicles in 2021, down 6.8% from 2020. Yet despite this, there were notable points of strength in Ford’s results. The most evident of these could be found in the sales of the Mustang Mach-E, the company’s premium all-electric crossover that, at times, has been favorably compared to the Tesla Model Y, one of the market’s best-selling EVs today. Mach-E sales totaled 27,140 vehicles in 2021, making it the second best-selling electric SUV in the US. Interest in the F-150 Lightning also remained strong over the year, to the point where the company had to double its production goals twice to meet the vehicle’s existing demand.
Perhaps it was just chance, or simply bad luck on GM’s part, but one could notice that between the two Detroit veterans, Ford seems to be far more willing to walk the walk with the EV transition in 2021. General Motors might have announced various lofty targets, and US President Joe Biden might have dubbed GM CEO Mary Barra as the person who electrified the auto sector, but numbers don’t lie. In 2022, GM lost in the EV race by a wide margin, and its sales seem to have taken a hit by extension.
The coming year would be one for the record books. Various electric cars from both veterans and newcomers are expected to be released. Tesla has the Cybertruck and the Semi coming, and rumors are high that work on the company’s $25,000 electric car is underway. Rivian has the R1S ramp to look forward to, and Lucid has its work cut out with the ramp of the Air sedan. Ford has the F-150 Lightning coming this year, and GM has recently just announced the Silverado EV. Volkswagen is also expanding its ID lineup, with the highly anticipated Buzz, the successor to the iconic Microbus, launching this year.
Needless to say, 2022, and likely the years following it, would be one that’s characterized by the rise of electric cars. With veteran carmakers now playing catch up to companies like Tesla, the next years would likely see EVs take a more prominent section of the auto sector’s pie. With several countries and regions across the world poised to ban the internal combustion engine within the coming years, buying all-electric cars is starting to become common sense for the mainstream buyer. And that, ultimately, suggests that the “EV segment” has now transitioned into simply the “auto market.”
Don’t hesitate to contact us with news tips. Just send a message to tips@teslarati.com to give us a heads up.
News
Tesla launches V2L Outlet Adapter for Premium Model Y in the U.S.
Tesla has launched a new Vehicle-to-Load (V2L) Outlet Adapter for Premium Model Y vehicles in the United States, meaning you can now power devices like laptops or light strings with your vehicle’s battery.
It appears the capability will be available for any Model Y Premium trim, including those that were purchased prior to the Adapter being launched. It will also only impact Juniper Model Y vehicles, so the first-gen owners will unfortunately not have access to this capability.
If your Model Y was purchased before Tesla renamed the trim levels to “Premium” and “Standard,” it does not seem to be compatible. My Model Y is technically a Premium build, as it is the Long Range All-Wheel-Drive. However, Tesla says it is not compatible with my vehicle.
🚨 Tesla has launched the Outlet Adapter for Model Y Premium in the U.S., enabling V2L capability for all Premium trims (that’s what it appears to be as it is available for purchase with all Premium trims)
It’s available for $80. 2.4kW max power and rated for 120v, 20A pic.twitter.com/lDxlVIk5s8
— TESLARATI (@Teslarati) August 14, 2026
For $80, you can now utilize your car as a portable charger for small appliances or devices. This is perfect for things like tailgates, concerts, or camping, as you can now plug in devices that you might use. Those string lights for camping? That laptop for the other games that are on at the tailgate?
They’ll both utilize energy from your Tesla’s battery to be powered. This is the first time Tesla has expanded the capability to vehicles outside of the Model Y Performance and Cybertruck. However, this feature has been highly requested by owners for an extended period of time.
Tesla launched the Outlet Adapter in China last year:
Tesla China rolls out Model Y L V2L adapter, and it’s free for early owners
You will need the Mobile Connector to operate the Outlet Adapter: the Outlet Adapter will plug into the main housing of the Mobile Connector, where the appropriate adapter to charge your vehicle will plug in.
It is rated for 120 volts and 20 amps, and has a max power rating of 2.4kW.
You can buy it here from Tesla for $80.
News
Tesla Roadster unveiling nears, and it will fly: The Information
Tesla is nearing its long-awaited unveiling of the all-electric Tesla Roadster, a new report from The Information claims, as the company has said several times this year that the event would take place “soon.”
Now, it appears there is movement on Tesla’s end regarding when it will happen.
The report says that Tesla will unveil the Roadster as soon as this month with a SpaceX version that will utilize cold-gas thrusters to help the vehicle float for a short period of time. This is something CEO Elon Musk has talked about with the Roadster for years.
🚨 The Information is reporting this morning that Tesla is ready to unveil the “flying” Roadster as soon as this month
It’s almost here, folks. pic.twitter.com/IdL4atsucQ
— TESLARATI (@Teslarati) August 14, 2026
Additionally, due to the delays, Tesla explored “a variety of designs” for the Roadster, potentially planning to abandon the design it showed off for the first time in 2017 and adopting an entirely new aesthetic.
According to The Information, Tesla considered utilizing a repurposed Model S Plaid and even wanted to upgrade the look to something like a Lamborghini Countach.
We’ve heard all of these things before, including teases about the date and how “soon” the Roadster will finally be ready to be shown off to the world (for the second time). Musk said that the event would occur in April, then May, then Chief Designer Franz von Holzhausen continued to say it would be coming “soon.”
We do expect to see the Roadster by the end of the year, and now with this new report swirling, it appears it could be sooner rather than later.
The wait has been incredibly long, but there is likely a good reason for it. Tesla’s desire to make the Roadster the craziest vehicle on the road was non-negotiable, and it likely took a lot of time and resources to develop and perfect into something that was safe and suitable for a vehicle like this.
Featured
Tesla finally got its Nevada Robotaxi Permit but with a few catches hard to miss
Nevada granted Tesla’s robotaxi permit, but capped the fleet at just ten vehicles for now.
Tesla has received its robotaxi permit in Nevada, more than two months after regulators closed the public comment period on the company’s application. News of the approval surfaced Wednesday night when Tesla investor and longtime company watcher Sawyer Merritt posted a copy of the interim order, and the Nevada Transportation Authority’s own carrier registry now lists the permit, AVNC Permit 002 under Docket 26-05015, as active for Tesla Robotaxi, LLC.
Tesla asked Nevada in June for authority to run up to 5,000 vehicles in Clark County within a year, however the permit the NTA issued is initially capping Tesla at ten fully autonomous vehicles and confines them to a defined geofence along the Las Vegas Strip corridor. Any expansion of that operating area, or any increase to the fleet size, requires the NTA’s approval first.
Tesla has received its Autonomous Vehicle Network Company permit in Nevada.
The Nevada Transportation Authority says that operations are limited to a maximum fleet of 10 fully autonomous vehicles and shall be conducted only within the Authority-approved Operational Design… https://t.co/Cxfd6GIfDk pic.twitter.com/iOO6wSZkHF
— Sawyer Merritt (@SawyerMerritt) August 13, 2026
The order also sets rules that look more restrictive than what Tesla runs in Austin. Rides are barred on roads with posted speed limits above 45 miles per hour, pickups are off limits within a quarter mile of Harry Reid International Airport without separate authorization, and every vehicle has to carry visible “Robotaxi” markings while notifying riders before each trip that no one is driving. The order also requires “appropriate human supervision”, language that suggests Nevada isn’t ready to let Tesla offer the rides without a safety monitor that it has run in parts of Austin since January. As with standard protocol with robotaxi services, Tesla must report any accident, system failure, or vehicle that becomes stranded on a Nevada road within five business days.
Tesla is entering a market Nevada already knows well. Zoox, the Amazon owned robotaxi company, has run its own autonomous vehicle permit in the state since last year, building up to roughly 100 vehicles and 350,000 rides along the Strip. That history likely explains why the NTA started Tesla at ten cars rather than the fleet size the company asked for. The agency has a template for scaling a permit up once a company proves out its safety record.
Tesla’s Nevada application first surfaced in June, when the company filed for the permit alongside plans for a maintenance hub in southwest Las Vegas. The company has said it won’t meaningfully scale its robotaxi fleet anywhere until FSD v15 ships, expected in late 2026 or early 2027, which makes the ten vehicle cap less of a constraint today than it might look on paper. For now, Tesla has the legal right to start Nevada rides. Whether it starts before FSD v15 arrives is a separate question the permit doesn’t answer.
