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.”
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Elon Musk
Tesla Optimus Gen 3 is coming to the Tesla Diner with new ambitions
Tesla’s Optimus robot left the Hollywood Diner within months of opening. Now Musk is planning its return with a bigger role and a major Gen 3 upgrade underway.
Tesla’s Optimus robot was one of the most talked-about features when the Tesla Diner opened on Santa Monica Boulevard in Hollywood on July 21, 2025. Dubbed “Poptimus” by Tesla fans, the Gen 2 robot stood upstairs at the retro-futuristic, drive-in theater and Tesla Supercharging station, scooping popcorn into bags and handing them to guests with a wave.
The diner itself had been years in the making. Elon Musk first floated the idea in 2018 with a tweet about building an “old-school drive-in, roller skates & rock restaurant” at a Hollywood Supercharger. What eventually opened was a unique two-story neon-lit space, with 80 EV charging stalls, and Optimus serving as a live demonstration of where Tesla’s ambitions were headed.
If our retro-futuristic diner turns out well, which I think it will, @Tesla will establish these in major cities around the world, as well as at Supercharger sites on long distance routes.
An island of good food, good vibes & entertainment, all while Supercharging! https://t.co/zmbv6GfqKf
— Elon Musk (@elonmusk) July 21, 2025
But Optimus did not stay long, and was gone by December 2025.
Now, the robot is set to return with a more demanding job. Musk has ambitions for Optimus to take on a food runner role in 2026, delivering meals directly to cars at the Supercharger stalls. While the latest Gen 3 Optimus is likely to initially take on its previous popcorn-serving role, it wouldn’t be out of the question for Optimus to see a quick promotion. With improved hand dexterity that features 50 total actuators and 22 degrees of freedom per hand, and significantly more powerful processing through Tesla’s latest AI5 chip that includes Grok-powered voice interaction, Musk described Optimus at the Abundance Summit on March 12, 2026, as “by far the most advanced robot in the world, Nothing’s even close.”
Back to work
See you at Tesla Diner tomorrow pic.twitter.com/H3tTajrUbu
— Tesla Optimus (@Tesla_Optimus) March 30, 2026
That confidence is backed by a major manufacturing shift. At the Q4 2025 earnings call in January, Musk announced Tesla would discontinue the Model S and Model X and convert those Fremont production lines to build Optimus. “It’s time to basically bring the Model S and X programs to an end,” he said, calling for a pivot that reflects where the Tesla’s future lies.
Elon Musk
Musk forces Judge’s exit from shareholder battles over viral social media slip-up
McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.
Many Tesla fans are familiar with the name Kathaleen McCormick, especially if they are investors in the company.
McCormick is a Delaware Chancery Court Judge who presided over Tesla CEO Elon Musk’s pay package lawsuit over the past few years, as well as his purchase of Twitter. However, she will no longer be sitting in on any issues related to Musk.
Elon Musk demands Delaware Judge recuse herself after ‘support’ post celebrating $2B court loss
In a rare admission of potential optics issues in one of America’s most powerful corporate courts, Delaware Chancery Court Chancellor Kathaleen McCormick stepped aside Monday from a cluster of shareholder lawsuits targeting Elon Musk and Tesla’s board.
The move came just days after Musk’s legal team highlighted her apparent “support” on LinkedIn for a post that mocked the billionaire over his 2022 tweets about the $44 billion Twitter acquisition.
McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.
She wrote in a newly published memo from the Delaware Chancery Court:
“The motion for recusal rests on a false premise — that I support a LinkedIn post about Mr. Musk, which I do not in fact support. I am not biased against the defendants in these actions.”
Yet she granted the reassignment anyway, acknowledging that the intense media scrutiny surrounding her involvement had become “detrimental to the administration of justice.”
The consolidated cases will now be handled by three of her colleagues on the Delaware Court of Chancery, the nation’s go-to venue for high-stakes corporate disputes. The lawsuits accuse Musk and Tesla directors of breaching fiduciary duties through lavish executive compensation and lax governance oversight.
One prominent claim, filed by a Detroit pension fund, challenges massive stock awards granted to board members, alleging the payouts harmed the company. The litigation also overlaps with issues stemming from Musk’s turbulent 2022 Twitter purchase.
McCormick’s history with Musk made her a lightning rod. In 2022, she presided over the fast-tracked lawsuit that ultimately forced Musk to complete the Twitter deal after he tried to back out.
Then in 2024, she struck down his record $56 billion Tesla compensation package, ruling the approval process was flawed and overly CEO-friendly. The Delaware Supreme Court later reinstated the pay on technical grounds, but the ruling fueled Musk’s long-standing criticism of the state’s judiciary.
Musk has repeatedly urged companies to reincorporate elsewhere, arguing Delaware courts have grown hostile to visionary leaders. Monday’s recusal hands him a symbolic victory and underscores how personal social-media activity can collide with judicial impartiality standards.
Delaware law requires judges to step aside if there’s even a “reasonable basis” to question their neutrality.
Court watchers say the episode highlights growing tensions in corporate America’s legal epicenter. While McCormick maintained her impartiality, the appearance of bias proved too costly to ignore. The cases will proceed without her, but the broader debate over Delaware’s dominance in business litigation is far from over.
Elon Musk
Elon Musk has generous TSA offer denied by the White House: here’s why
Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”
Tesla and SpaceX CEO Elon Musk made a generous offer to pay the salaries of Transportation Security Administration (TSA) employees last week, but the offer was denied by the White House.
In a striking display of private-sector initiative clashing with federal bureaucracy, the White House has turned down an offer from Elon Musk to personally cover the salaries of TSA officers amid an ongoing partial government shutdown. The rejection, reported last Wednesday by multiple outlets, highlights the legal and political hurdles facing unconventional solutions to Washington’s funding gridlock.
The impasse began weeks ago when Congress failed to pass funding for the Department of Homeland Security (DHS), leaving TSA employees, essential workers who screen millions of travelers daily, without paychecks while still required to report for duty.
Frustrated travelers have endured record-long security lines at major airports, with reports of chaos and delays rippling across the country.
Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
— Elon Musk (@elonmusk) March 21, 2026
But it was not for no reason.
White House spokesperson Abigail Jackson responded on behalf of the Trump administration, expressing appreciation for Musk’s gesture.
However, the legal obstacles, which would be insurmountable, would inhibit Musk from doing so. Jackson said:
“We greatly appreciate Elon’s generous offer. This would pose great legal challenges due to his involvement with federal government contracts.”
Musk’s companies hold significant federal contracts, including NASA launches through SpaceX and potential Defense Department work, raising concerns about conflicts of interest, ethics rules, and anti-bribery statutes that prohibit private payments to government employees. Administration officials also indicated they expect the shutdown to end soon, making external funding unnecessary.
The episode underscores deeper tensions in Washington. Musk, who has advised on government efficiency efforts and maintains a close relationship with President Trump, has frequently criticized wasteful spending and bureaucratic delays.
His offer came as airport security lines ballooned, drawing public frustration toward both parties. TSA officers, many of whom rely on paychecks to cover mortgages and family expenses, have continued working without compensation, a situation that has drawn bipartisan concern but little immediate resolution.
Critics of the rejection argue it prioritizes red tape over practical relief for frontline workers and travelers. Supporters of the White House position counter that allowing private funding sets a dangerous precedent and could undermine congressional authority over the budget.
The White House eventually came to terms with the TSA on Friday and started paying them once again, and lines at airports instantly shrank. The Department of Homeland Security (DHS) said that TSA staf would begin receiving paychecks “as early as” today.