Lifestyle
Tesla leads the EV charge, but others are getting the credit
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.
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.
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.
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!
Lifestyle
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.
A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.
The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.
En route with @tesla_semi pic.twitter.com/ZfuOjaeLH1
— Tesla Robotaxi (@robotaxi) May 7, 2026
This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.
The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”
Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.
Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.
Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.
The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.
What keeps Tesla owners coming back has a lot to do with the and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing. Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.
Cybertruck
Tesla Cybercab just rolled through Miami inside a glass box
Tesla paraded a Cybercab in a glass display at Miami’s F1 Grand Prix event this week.
Tesla set up an “Autonomy Pop-Up” at Lummus Park in Miami Beach from April 29 through May 3, 2026, embedded within the official F1 Miami Grand Prix Fan Fest. The centerpiece was a Cybertruck towing the Cybercab inside a glass display case marked “Future is Autonomous,” rolling through the beachfront crowd.
Miami is on Tesla’s confirmed list of cities for robotaxi expansion in the first half of 2026, making the promotion a strategic promotion that lays groundwork in a target market.
This was not Tesla’s first time using Miami as a showcase city. In December 2025, Tesla hosted “The Future of Autonomy Visualized” at its Miami Design District showroom, coinciding with Art Basel Miami Beach. That event featured the Cybercab prototype and Optimus robots interacting with attendees. The F1 pop-up this week marks Tesla’s return to Miami and follows a pattern Tesla has been running since early 2026. Just two weeks before Miami, Tesla stationed Optimus at the Tesla Boston Boylston Street showroom on April 19 and 20, directly on the final stretch of the Boston Marathon, letting tens of thousands of runners and spectators meet the robot for free, generating massive earned media at zero advertising cost.
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year. On the production side, Musk told shareholders that the Cybercab manufacturing process could eventually produce up to 5 million vehicles per year, targeting a cycle time of one unit every ten seconds. Scaling robotaxis to 10 million operational units over the next ten years is a key condition of his compensation package, alongside selling 20 million passenger vehicles.
As for the Cybercab’s price, Musk has said buyers will be able to purchase one for under $30,000, with an average operating cost around $0.20 per mile. Whether those numbers hold through full production remains to be seen.
Cybercab at F1 Fan Fest in Miami
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teslamotors
Tesla Semi gets strange-but-understandable comparison from Jay Leno
Tesla expands its mass-market color palette in the U.S.
