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Tesla leads the EV charge, but others are getting the credit

Credit: Unplugged Performance

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Tesla has an overwhelming amount of influence on the automotive sector, and for a company that has only been building cars for 12 years, that’s pretty impressive. Not only has the company shown that cars can be powered by batteries and still be cool, but it is changing other, more subtle details. For example, cars don’t need buttons and knobs for every function they hold. Other car companies are adopting minimalistic designs, simply because Tesla showed that they are just as, if not more, effective as all those annoying buttons that used to dominate car interiors.

In addition to those subtle details, the overall adoption of the EV sector by consumers can basically be attributed to Tesla’s mass appeal. While Elon Musk has always said that branding is dumb, Tesla has a great “brand.” Forever, people thought that EVs were these whining cars that could only go 80 miles before you’d have to plug it in again. But Tesla is different. Tesla has a mystique about it, a certain brand appeal. People look at $35,000 Teslas the same way they do a $200,000 Lamborghini.

But what might be more impressive about Tesla than its appeal to consumers is the fact that car companies that have been around for over 100 years are chasing after a 12-year-old car company run by a guy who loves video games, silly jokes, and is more interactive with followers than any other CEO on the planet.

The fact of the matter is, Tesla changed the game. While they might not have invented the first electric car, they made the idea better. While they may not be the first company to make a semi-autonomous car, they made the idea better. And while they may not have built the first battery that ever went into an EV, they made the idea better.

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Now, everyone is hopping on board. This is where I ask: Do you think that Volkswagen, GM, Ford, and others would be developing EV tech if Tesla never existed?

I don’t think so. I think this is where examining the influence on the automotive market as a whole that Tesla has had so far is worth noting. But when you have this influence, there come some negatives.

This week, Tesla news has been flooded by reviews and examples of the Full Self-Driving Beta. It’s been out for about a week and a half, and we’ve seen the self-driving tech in a variety of settings and environments. We all know that this is a rough draft of what will be released in a few months to more owners, and we know that there are going to be critiques and criticisms about what Tesla could have done differently.

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However, there are already reviews, like the one from Consumer Reports, claiming that Tesla Autopilot is a “distant-second” to GM’s Super Cruise. Unbelievably, the Tesla community has come to expect that mainstream publications and journalism outlets will side with other companies. It is something that has not surprised anyone when it comes to Tesla and another carmaker.

Interestingly, Super Cruise was not widely talked about by media outlets until Tesla’s FSD Beta was released. Now, the idea that GM has this all-capable Super Cruise that is so much better than Autopilot is supposed to be accepted. If this was the case, why was nobody really mentioning Super Cruise before? All we heard about was Tesla Autopilot.

Another case of Tesla “leading the herd” and influencing other car companies, is batteries. When Tesla started talking about a million-mile battery a few months back, everyone outside the community was skeptical. Telling family and friends about their developments was like trying to convince them Santa Claus is real. They just weren’t buying it.

However, GM then said that they were closer to a million-mile battery than ever before. Did they outline their plan? No. Did they say where they were sourcing material from? No. They just said, “We have a battery. It’s better than Tesla’s.” That was that, and everyone outside the community bought it.

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What does Tesla do? Has an entire day devoted to batteries and cell development. Showing the new 4680 cells, breaking down how it will be better but more affordable, and how it will be on par with gas car pricing was something to admire. However, after showing the cell, how they were building it, and outlining that it was already being produced right down the street from Fremont, people still didn’t believe it.

GM was all talk, and it was believable. Tesla showed it, and it was unbelievable.

GM watches Tesla go from “graveyard-bound” to inspiration in pursuit of million-mile battery

Media will go after what is familiar and side with the established and long-lasting carmakers before it will ever admit that what Tesla is doing is groundbreaking in every sense of the word. With FSD, we see that Tesla is head and shoulders above GM with Super Cruise. However, these MSM outlets continue to give GM credit, stating that Super Cruise is better than Autopilot, and it isn’t close.

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I know that this is likely due to money. It usually has to do with that. But the fact is, Tesla made all of these topics relevant, and the company truly gets no credit. Tesla made EVs relevant, but other car companies are getting the hype, even if their tech doesn’t even exist yet. Tesla made battery cell development relevant, but other companies are getting the credit and the praise, even if they don’t have an EV in production. Tesla made self-driving cars a real possibility. While Waymo was around, GM’s Super Cruise is now being talked about all because Tesla released the FSD Beta.

The reality is, legacy automakers are becoming relevant off of Tesla’s name because they’re following whatever Tesla does. None of these car companies would have changed their strategies if Tesla didn’t exist. This is all proof that Tesla is the most powerful car company on the planet, and everyone is chasing them.

The influence is more than just consumers. It is about an industry as a whole, which is now being controlled by a company that was “graveyard bound,” according to a former GM executive. Now, GM, along with the rest of the automotive world, is chasing after the little guy.

I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!

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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

NASA’s first human outpost on the Moon starts now – SpaceX on deck

NASA named the rovers, landers, and vendors that will build America’s first Moon Base.

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NASA has laid out its most detailed Moon Base plan to date, describing a permanent outpost near the Moon’s south pole that the agency intends to build over the coming decade as a direct stepping stone to Mars. “The Moon Base will be America’s and humanity’s first outpost on another celestial world,” NASA Administrator Jared Isaacman said, adding that every mission crewed and uncrewed “will be a learning opportunity as we return to the lunar surface, build the infrastructure to stay, and master the skills required to live and operate in one of the most demanding and dangerous environments imaginable.”

The plan is structured in three phases involving both uncrewed and crewed missions to deliver equipment, vehicles, and infrastructure to the surface, with the first three moon base missions targeted to launch before the end of 2026.

Moon Base I, targeting fall 2026, will use Blue Origin’s Blue Moon Mark 1 lander to deliver scientific instruments to the Shackleton Connecting Ridge, the same region where Artemis astronauts will land. Moon Base II will send Astrobotic’s Griffin lander carrying more than 1,100 pounds of cargo including Astrolab’s FLIP rover to begin developing mobility systems on the surface. Moon Base III will carry the Lunar Vertex science mission on Intuitive Machines’ Nova-C Trinity lander to study lunar swirls near the south pole, with ESA and Korean science payloads aboard.

Elon Musk pivots SpaceX plans to Moon base before Mars

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On the rover side, NASA awarded Astrolab $219 million and Lunar Outpost $220 million to build the first phase of Lunar Terrain Vehicles, with both rovers targeted for deployment to the lunar surface by 2028. Astrolab’s crewed rover weighs roughly 2,000 pounds and can reach over 6 mph. Lunar Outpost’s Pegasus rover can operate autonomously or via remote control at over 9 mph. Blue Origin separately received $188 million with an option worth $280.4 million to deliver cargo landers for rover transport.

NASA also confirmed that MoonFall, a mission deploying four survey drones to scout Artemis landing sites, has selected Firefly Aerospace to build the transport spacecraft, with a 2028 launch target.

SpaceX sits at the center of that commercial layer. SpaceX holds the NASA Human Landing System contract for the Starship-derived lander that will put astronauts on the surface under Artemis IV, currently targeting 2028. Before that can happen, SpaceX must demonstrate in-orbit propellant transfer at scale, a process requiring multiple Starship tanker launches to fuel a single mission. Water ice at the lunar south pole is central to the base’s long-term viability, as it can be converted into drinking water, breathable oxygen, and rocket fuel, directly reducing dependence on Earth resupply. That resource loop becomes far more practical if Starship can land and be refueled on or near the Moon itself.

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Elon Musk has publicly stated that Starship V3, which recently completed its first flight, should be capable enough for initial Mars missions. The Moon Base plan announced Tuesday is the infrastructure layer that connects everything between those two ambitions, and SpaceX is the only American company currently contracted to build the rocket that gets humans to either destination.

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Elon Musk

Tesla ditches India after years of broken promises

Tesla has ditched its plans to build a factory in India after years of failed negotiations.

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Tesla’s long-running effort to establish a manufacturing presence in India is officially over. India’s Minister of Heavy Industries H.D. Kumaraswamy confirmed on May 19, 2026 that Tesla has informed authorities it will not proceed with a manufacturing facility in the country.

Tesla first signaled serious interest in India around 2021, when it began hiring local staff and lobbying the Indian government for lower import tariffs. The ask was straightforward: reduce duties enough for Tesla to test the market with imported vehicles before committing capital to a local factory. India’s position was equally firm, with an ask of Tesla to commit to manufacturing first, then receive tariff relief. Neither side moved, and the talks quietly collapsed.

Tesla to open first India experience center in Mumbai on July 15

India had offered a policy that would reduce import duties from 110% down to 15% on EVs priced above $35,000, provided companies committed at least $500 million toward local manufacturing investment within three years. Tesla declined to participate. The tariff standoff was only part of the problem. Analysts pointed to significant gaps in India’s local supply chain, inadequate industrial infrastructure, and a mismatch between Tesla’s premium pricing and the purchasing power of India’s automotive market as additional factors that made the investment difficult to justify.

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First signs of an unraveling relationship came in April 2024, when Musk abruptly cancelled a planned trip to India where he was set to meet Prime Minister Modi and announce Tesla’s market entry. By July 2024, Fortune reported that Tesla executives had stopped contacting Indian government officials entirely. The government at that point understood Tesla had capital constraints and no plans to invest.

The more fundamental issue is that Tesla’s existing factories are currently operating at approximately 60% capacity, making a commitment to building new manufacturing capacity in a new market difficult to defend to investors. Tesla will continue selling imported Model Y vehicles through its existing showrooms in Mumbai, Delhi, Gurugram, and Bengaluru, but local production is no longer part of the plan.

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Elon Musk

Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event

Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.

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Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.

The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”

Tesla launches 200mph Model S “Gold” Signature in invite-only purchase

The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.

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Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.

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