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Why Tesla shouldn’t worry about Lucid’s 517-mile range
The Tesla Model S is no longer the highest estimated range EV on the market, and the Lucid Air is. After the latter company revealed that the Air, its first model, has an EPA-estimated range of 517 miles, it opened doors for Lucid to become a real player in the transition to sustainable passenger transportation.
However, Tesla still has a few significant advantages in the field despite the Model S losing the title of “best range on an EV,” because the company has a few things that Lucid does not.
Here are a few things to remember.
The Model S still has over 400 miles of range
Despite not having 517 miles of EV range, the Model S still has an impressive 402-mile rating per charge based on EPA estimates. The Long Range Plus variant has done wonders for EV competition and has solidified Tesla’s position as the leader in electric car development. It is important to note that Tesla’s flagship sedan still is the only currently available vehicle with at least 400 miles of range, making it a prize all on its own for anyone who wants to forget about range anxiety altogether completely.
Battery Day is only a little over a month away
Tesla’s Battery Day is September 22, so there are plenty of things to speculate about for the event. Tesla may unveil its million-mile capable battery pack at the event. But even further, the company has been working on several other developments that are geared toward using more responsible battery materials and getting rid of the controversial cobalt that is used in cells now. Regardless of what is revealed on September 22, it will likely be a response to what Lucid showed the world today. Elon is a master of responding to Tesla’s competitors.
Consumers don’t “need” 500+ miles of range
500+ miles of range is unheard of in the EV community, but it does not mean that consumers are going to flock to a vehicle that offers that capability. With higher range usually comes higher kWh battery packs, which frequently means more money. The details of the battery pack are not known and will likely be revealed at the company’s unveiling event on September 9. Lucid CEO Peter Rawlinson did state that the Air will have a 900-volt architecture.
However, consumers do not need 500 miles of range. Very few people require that amount of range for a typical commute to work and even cross country drives, which are rare, to begin with, don’t need this much range. The EV charging infrastructure has grown exponentially in the past few years, and charging stations are standard along popular routes of travel. If anything, the range is a luxury that will ease the minds of some owners.
Sam Abuelsamid, a principal analyst for Guidehouse Insights, stated that customers tend to buy cars that have functions that are not needed.
“Car buyers are not rational and never have been. Thus automakers are scrambling to build 300+ mile EVs because consumers say they want to go anywhere, anytime. How many people do you know that have ever actually driven across the country?” he said, according to Green Car Reports.
Tesla still has the lead in terms of EV development as a whole
Two sedans, one SUV, one crossover, a pickup, a Supercar, and a Semi: Those are all of the things Tesla is selling or is developing. The company has a lot to offer consumers because it has equipped itself with vehicles that fit every body style and description. Now, the company is building two new Gigafactories, one in Germany and one in Texas to keep up with increasing demand. Meanwhile, Lucid is still a new player on the block, and it has a long way to go in vehicle development, especially if it expects to keep up with Tesla’s momentum in the sector.
Tesla’s Lineup of Model S, Model X, Model 3, and Model Y. (Credit: Tesla.com)
Lucid’s 517-mile capable Air will undoubtedly drive competition in the electric vehicle market to levels that it has not seen before. When electric vehicles were first being introduced, range ratings of 100 miles or less were somewhat standard. Tesla’s focus on range and performance through high-grade battery development changed the EV sector altogether and set a standard for the industry as a whole. Now, companies are stepping up their game to match and surpass other automakers, which is what is going on with Lucid.
However, Tesla will likely have a rebuttal for this range rating, and it could come as soon as September 22. There is not much for Elon Musk’s company to worry about right now; it still holds an advantage over anyone and everyone who makes electric cars.
Elon Musk
SpaceX Board has set a Mars bonus for Elon Musk
SpaceX has given Elon Musk the goal to put one million people on Mars.
SpaceX’s board approved a compensation plan for Elon Musk that ties his pay directly to colonizing Mars and building data centers in outer space. The details surfaced this week after Reuters reviewed SpaceX’s confidential registration statement filed with the Securities and Exchange Commission, making it one of the first concrete looks inside the company’s financials ahead of a public offering.
The pay package will reportedly award Musk 200 million super-voting restricted shares if the company hits a market valuation milestone, with the most ambitious targets going further. To unlock the full award, SpaceX would need to reach a $7.5 trillion valuation and help establish a permanent human settlement on Mars with at least one million residents. Additional incentives are tied to developing space-based computing infrastructure capable of delivering at least 100 terawatts of processing power.
SpaceX wins its first MARS contract but it comes with a catch
Long before SpaceX filed anything with the SEC, Elon Musk had already spent years framing Mars colonization as an insurance policy against human extinction. The philosophy traces back to at least 2001, when Musk first began researching Mars missions independently, before SpaceX even existed. By 2002 he had founded the company with Mars as the stated long-term goal.
In a 2017 presentation at the International Astronautical Congress, Musk outlined the specific vision that still underpins SpaceX’s architecture today. He described a self-sustaining city on Mars requiring roughly one million people to become viable, the same number now written into his compensation package.
SpaceX’s Starship, still in active development, was designed from the ground up to support the eventual colonization of Mars. Musk has stated publicly that getting the cost per ton to Mars below $100,000 is necessary to make mass migration economically feasible. Everything from Starship’s payload capacity to its full reusability targets flows from that single constraint. One can say that Musk’s latest compensation package has put a formal valuation on Mars for the first time.
SpaceX is targeting an IPO around June 28, Musk’s birthday, at a valuation of approximately $1.75 trillion. Between the Mars rover contract, the Golden Dome software group, Space Force satellite launches, and now a pay structure built around interplanetary colonization, SpaceX has become the single most consequential contractor in American space and defense. The IPO will put a public price tag on all of it for the first time.
Earlier this week, we wrote a story on how Tesla is launching a new Supercharging Queue system to mitigate problems between drivers when there is a wait to charge.
Rather than potentially having people end up in a physical conflict, Tesla’s approach is to determine who is next to charge based on geographic data.
Tesla launches solution to end Supercharger fights once and for all
But some companies, notably Tesla’s biggest rival in China, BYD, are taking a different approach, focusing on charging speeds rather than how they will manage delays.
BYD’s approach, especially with its tests of ultra-fast “Flash Charging” technology, is to eliminate the length of a charging session. At the heart of this strategy is BYD’s second-generation Blade Battery paired with 1,500-kW Flash Chargers.
Real-world FLASH Charging in action.
⚡ 10% → 70% in 5 minutes
⚡ 10% → 97% in 9 minutesIntroducing BYD’s 2nd Generation Blade Battery + FLASH Charging Technology.
20,000 stations will bring faster, safer, and smarter EV charging across China by the end of 2026. pic.twitter.com/uzQC8q1xGf
— BYD (@BYDCompany) March 9, 2026
Unveiled earlier this year, the system charges compatible vehicles from 10 percent to 70 percent state of charge in just five minutes and from 10 percent to 97 percent in nine minutes.
Real-world demonstrations on models like the Yangwang U7 and Denza Z9 GT have shown the tech delivering roughly 250 miles (400 kilometers) of range in just five minutes. This would essentially match or beat the time it takes to fill a gas tank.
Sometimes, gas pumps get congested, and there are lines. You rarely see conflicts at pumps because filling up a tank rarely takes more than five minutes.
Tesla’s fastest Supercharger build currently is the v4, which can deliver up to 325 kW for Cybertruck and 250 kW for other models, but there are “true” sites that are capable of up to 500 kW. This enables speeds of up to 1,000 miles per hour, or 1,400 miles for 350 kW-capable vehicles.
The breakthrough stems from BYD’s vertically integrated ecosystem: a new 1,000-volt architecture, 10C charging rates, and proprietary silicon-carbide chips that minimize internal resistance while protecting battery health.
The company plans to install 20,000 Flash Charging stations across China by the end of 2026, with thousands already operational and global expansion eyed for Europe and beyond later this year.
Early rollout targets popular models, including upgrades to high-volume sellers like the Seal and Sealion series, bringing five-minute charging to mainstream prices around 100,000 yuan (about $14,000).
This approach contrasts sharply with Tesla’s software solution. Tesla’s Virtual Queue uses geofencing and the app to assign turns at crowded sites, addressing driver disputes and idle time. It’s a clever fix for today’s network realities.
Yet, BYD’s philosophy is simpler: make charging so fast that waits barely exist. A five-minute stop becomes as convenient as a gas-station visit, reducing station dwell time, easing grid strain, and lowering range anxiety for long trips.
For consumers, the difference is potentially tangible. They’ll spend more time driving and less time parked. It is just another way Tesla and BYD are pushing one another to improve the overall experience of EV ownership.
News
Tesla wins big as NHTSA drops three-year, 120k unit probe against Model Y
In all, 120,089 Model Ys were impacted, but in two cases, drivers reported the complete detachment of the steering wheel from the steering column while the vehicle was in motion. NHTSA’s initial review revealed that the vehicles had been delivered without the critical retaining bolt that secures the steering wheel to the splined steering column.
A probe into over 120,000 2023 Tesla Model Y units has been closed by the National Highway Traffic Safety Administration (NHTSA). The probe ends without the agency requiring any action from Tesla.
The probe, designated PE23-003, opened in March 2023 and stemmed from just two consumer complaints involving low-mileage Model Y SUVs.
In all, 120,089 Model Ys were impacted, but in two cases, drivers reported the complete detachment of the steering wheel from the steering column while the vehicle was in motion. NHTSA’s initial review revealed that the vehicles had been delivered without the critical retaining bolt that secures the steering wheel to the splined steering column.
NHTSA has ended a probe into over 120,000 Tesla Model Y vehicles after claims that the steering wheel could detach from the steering column due to a missing retaining bolt
There is no action needed by Tesla pic.twitter.com/YpAO3bKugA
— TESLARATI (@Teslarati) April 28, 2026
Factory records showed each car had undergone an “end-of-line” repair at Tesla’s facility, during which the steering wheel was removed and reinstalled. The bolt was apparently omitted after the repair, leaving only a friction fit between the wheel and column to hold it in place temporarily.
According to NHTSA documents, this friction fit maintained the connection during initial low-mileage driving until forces during normal operation caused the wheel to detach. Both vehicles that were impacted were repaired under warranty with no injuries reported, and no additional incidents surfaced during the agency’s three-year review.
After analyzing manufacturing processes, complaint data, and field reports, NHTSA concluded the issue was isolated to those two post-repair vehicles rather than indicative of a systemic defect in Tesla’s production or quality control.
The closure means the agency has determined no recall or further enforcement is warranted for this specific missing-bolt condition.
This outcome marks the second NHTSA investigation into Tesla closed without action this month, as a recent probe into the company’s “Actually Smart Summon” feature was also resolved in April.
The two resolutions provide some relief for Tesla amid the continuous and somewhat unfair regulatory scrutiny of its vehicles, including open inquiries into driver assistance systems.
Importantly, the closed probe does not involve or affect Tesla’s separate May 2023 voluntary recall of certain 2022-2023 Model Y vehicles. That recall addressed a different issue—steering-wheel fasteners that were installed but not torqued to specification—prompted by a service technician’s observation of a loose wheel during unrelated repairs.
Tesla identified a small number of related warranty claims and proactively addressed the matter without NHTSA mandate.
The Model Y remains one of the world’s best-selling vehicles, and Tesla continues to refine its lineup, including the recent “Juniper” refresh. While federal oversight of the electric vehicle pioneer remains intense, this decision underscores that isolated manufacturing anomalies do not always translate into broader safety defects requiring recalls.
SpaceX Board has set a Mars bonus for Elon Musk
Tesla’s biggest rivals fights charging wait times with a modern approach
