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Tesla won’t be ‘king of the hill’ forever, but it will be for the foreseeable future

Credit: Reddit | u/onthefrontlinegaming

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Tesla is the “king of the hill” in the electric vehicle sector, former company board member Steve Westly said on CNBC’s Power Lunch yesterday. However, Westly, who joined Tesla in 2007 and left several years later, doesn’t believe the automaker will remain at the helm of the EV industry forever. Driven by growing competition from both low-end and high-end automakers, Westly says Tesla’s time at the top is dependent on its competition, because other markets, like Europe, have pushed Tesla to the wayside in favor of other companies.

While it is safe to say Tesla won’t be at the top of the EV industry “forever,” it is certainly also safe to say that they will lead the sector for a considerable amount of time. With legacy automakers dragging their feet and releasing electric vehicle models for the first time in 2021 and beyond, they sit years behind Tesla, whose only focus is building sustainable, high-performance battery electric vehicles. Meanwhile, companies like Ford and GM continue to drag their feet in the mission of developing a lineup of EVs, and European car companies face issues related to production, transitioning away from ICE, and software. Volkswagen is the automaker that comes to mind with the latter issue.

Westly cited GM going all-electric by 2035, Volkswagen indicating that they’re “all in” on EVs, and Volvo, who announced an all-EV lineup by 2030, as indicators that Tesla won’t be the king forever.

But what have any of these car companies done to prove that Tesla won’t be on the top in 2030? 2035? 2050, even?

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It is true that Tesla has fallen a tad in terms of European EV sales figures, but it’s not for no reason. Tesla has not yet started the operation of Giga Berlin, its introductory European production facility that could bring at least 500,000 cars to the market every year. Refusing to export Model Y variants from the United States or China, Europe is stuck with the Model S, Model X, and the Model 3, but only for a few months as Giga Berlin is set to begin production during Summer 2021.

While it is true that Tesla is facing competition from both economical EV brands and luxury manufacturers, this fact alone is a testament to the wide range of EVs that the company is able to offer. Not only is Tesla manufacturing the Model 3 and Model Y, which are more than affordable to many families across the world, but it is also making a point to continue the production and sale of its two, more luxurious models: the Model S and Model X. Not necessarily a huge contributor to the company’s yearly production and delivery targets, both of the vehicles were put off as “sentimental” projects by Elon Musk several years ago. However, a recent refresh to both of these cars seems to indicate that the flagship Tesla vehicles are not going anywhere anytime soon.

In the United States, Tesla reigns supreme with the Model 3 and Model Y. In China, the only car to dethrone the Model 3 is an inexpensive, low-range GM project known as the Wuling HongGuang Mini EV that boasts between 80 and 110 miles of range per charge. In Europe, Tesla was once the “King of the Hill.” But, the lack of a production facility ultimately dethroned the company’s title as the highest-selling EV brand on the continent most thirsty for electric powertrains. When Giga Berlin begins production, this will likely change, and Tesla will reopen its potential to compete with the brands that have ruled the European EV sector for the last few years.

Tesla has continued to grow and expand its footprint through a few challenging years, which indicates that, despite the proven adversity that will likely always exist, the company is robust enough to deflect most of the challenges that come its way. Despite production bottlenecks in 2017 with the Model 3, continued issues in 2018, and the COVID-19 pandemic in 2020, Tesla has sustained a growth pattern that most automotive startups can only dream about. The point that Westly made about Tesla not being “King of the Hill” forever is true, but the foreseeable future belongs to Tesla. Until a company comes along and proves otherwise, Elon Musk’s EV company will remain at the helm, as long as it continues to develop a series of mind-blowing EV products that offer range, performance, and aesthetics that are unmatched by any car company within the last decade.

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What do you think? Let us know in the comments below, Tweet me or e-mail me.

https://youtu.be/eeizzrlFaZM

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Countdown: America is going back to the Moon and SpaceX holds the key to what comes after

NASA’s Artemis II launches Wednesday, sending humans near the Moon for the first time since 1972.

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For the first time since Apollo 17 touched down on the lunar surface in December 1972, the United States is sending humans back toward the Moon. NASA’s Artemis II mission is set to launch as early as this week from Kennedy Space Center in Florida, carrying four astronauts on a 10-day journey around the Moon and back to Earth. It will not land anyone on the surface this time, but it is the first crewed flight in over half a century to travel beyond low Earth orbit, and it sets the stage for Elon Musk’s SpaceX missions to follow.

The mission uses NASA’s Space Launch System rocket and the Orion spacecraft, which will fly around the Moon before splashing down in the Pacific Ocean around April 10. For context, an uncrewed Artemis I flew the same path in 2022, proving the hardware worked. Artemis II now tests it with people aboard.

According to NASA’s official countdown blog, launch preparations are on track with an 80 percent chance of favorable weather. “Hey, let’s go to the moon!” Commander Wiseman told reporters upon arriving at Kennedy Space Center.

Source: NASA

Beyond Artemis II lies the lander question, and that is where SpaceX enters directly. In 2021, NASA awarded SpaceX a $2.89 billion contract to develop the Starship Human Landing System, a modified version of Starship designed to ferry astronauts from lunar orbit to the surface. The original plan called for SpaceX to deliver that lander for Artemis III, which was to be the first crewed lunar landing. Timing for Starship development, however, caused NASA to restructure the mission sequence entirely.

Before SpaceX’s Starship Human Landing System (HLS) can put anyone on the Moon, it has to solve a problem no rocket has demonstrated at scale, which is refueling in orbit. Because the Starship HLS requires approximately ten tanker launches worth of propellant loaded into a depot in low Earth orbit before it has enough fuel to reach the lunar surface, SpaceX plans to conduct this refueling process using its upgraded V3 Starship. And until that demonstration flies and succeeds, the Starship moon lander remains a question mark.

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SpaceX’s Starship V3 is almost ready and it will change space travel forever

In February 2026, NASA Administrator Jared Isaacman confirmed that Artemis III, now planned for mid-2027, and will instead test lunar landers in low Earth orbit, with the actual landing pushed to Artemis IV that’s targeted for 2028.

Musk responded to earlier criticism of SpaceX’s schedule by posting on X that his company is “moving like lightning compared to the rest of the space industry,” and added that “Starship will end up doing the whole Moon mission.” The contract competition was also reopened in October 2025 by then NASA chief Sean Duffy, who cited Starship’s delays and said the agency needed speed given China’s own stated goal of landing astronauts on the Moon by 2030.


Artemis came from the first Trump administration’s 2017 Space Policy Directive 1, which directed NASA to return humans to the Moon. The program picked up pace through the 2020s, with the Orion spacecraft and SLS taking years to develop at enormous costs. SpaceX entered the picture in 2021 as the chosen lander contractor, tying the commercial space sector into what had historically been an all government undertaking.

Whether SpaceX’s Starship ultimately carries astronauts to the lunar surface or shares that role with Blue Origin’s competing lander, this week’s Artemis II launch is the necessary first step. Getting four humans to the Moon’s vicinity and back safely is the proof of concept everything else depends on.

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Elon Musk

Elon Musk debunks latest rumors about SpaceX IPO

Musk has swiftly put to rest circulating reports suggesting that SpaceX would exclude popular retail brokerages Robinhood and SoFi from its highly anticipated initial public offering. In a direct response posted on X on March 31, Musk stated simply, “These reports are false,” addressing widespread speculation fueled by a Reuters article.

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(Credit: SpaceX)

Tesla and SpaceX CEO Elon Musk debunked the latest rumors about the space exploration company’s initial public offering (IPO), which has been the subject of a wide array of speculation over the last few weeks.

With SpaceX likely heading to Wall Street to become a publicly-traded stock in the coming months, there is a lot of speculation surrounding how it will happen, whether the company will potentially combine with Tesla, and more.

Tesla and SpaceX to merge in 2027, Wall Street analyst predicts

But the latest rumors have to do with where SpaceX will list the stock.

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Musk has swiftly put to rest circulating reports suggesting that SpaceX would exclude popular retail brokerages Robinhood and SoFi from its highly anticipated initial public offering.

In a direct response posted on X on March 31, Musk stated simply, “These reports are false,” addressing widespread speculation fueled by a Reuters article.

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The Reuters report, published March 30, claimed that Morgan Stanley’s E*Trade was in talks to lead the sale of SpaceX shares to small U.S. investors.

Sources indicated that Robinhood and SoFi, despite pitching for roles, faced potential exclusion from the retail allocation, with Fidelity also competing for a piece of the action. The story quickly spread across financial media, raising concerns among retail investors eager to participate in what could be one of the largest IPOs in history.

SpaceX has a reported valuation nearing $1.75 trillion, and Musk’s plan to allocate up to 30 percent of shares to individual investors — far above the typical 5-10% — had generated massive excitement.

Musk’s concise denial immediately calmed the narrative. The original X post quoting the rumor garnered significant engagement, with users expressing relief that everyday investors would not be sidelined.

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This episode reflects Musk’s hands-on approach to SpaceX’s public debut.

Earlier reporting revealed plans for an unusually large retail slice to leverage Musk’s dedicated fan base and stabilize post-IPO trading. SpaceX aims to file potentially as early as this period, building on momentum from its Starship program and Starlink growth.

The IPO could mark a transformative moment, potentially elevating Musk’s status further while democratizing access to a company long reserved for accredited investors and institutions.

The rumor’s quick debunking also revives debates about retail access in high-profile listings. Robinhood gained popularity during the 2021 meme-stock surge but faced criticism for past trading restrictions.

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SoFi has positioned itself as a modern financial platform for younger investors. Excluding them could have limited participation from tech-savvy retail traders who form a core part of Musk’s supporter base across Tesla and SpaceX.

While details remain fluid, Musk’s intervention reinforces commitment to broad accessibility. As preparations advance, investors await official filings. For now, the message is clear: rumors of restricted retail access were overstated, keeping the door open for widespread participation in SpaceX’s public chapter.

This development comes amid broader market enthusiasm for space and technology stocks. Musk’s transparency through X continues to shape public perception, distinguishing SpaceX’s path from traditional Wall Street norms. With retail allocation potentially reaching 30 percent, the IPO promises to be both commercially massive and culturally significant.

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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.

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Tesla Optimus Gen 3 [Credit: Tesla]

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.


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.”

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.

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