Lucid’s unveiling of the Air was impressive; there is no doubt about that. It has all the ingredients for a great electric car: Speed, power, capability, luxuriousness, range, quality engineering, and a team of highly-dedicated engineers who are working to improve upon the already solid foundation that the company has laid down.
Immediately, what thought came to my mind while watching the presentation was, “They’re legit.” It is evident that Lucid was taking things seriously and was not using a bunch of fancy B-roll and suspenseful music to sell a product that wasn’t in production. No way. Lucid was dead serious about their car, and they recognize that until production begins and the Air starts being delivered to consumers, they haven’t accomplished a damn thing.
That’s a refreshing mindset in today’s day and age. To be honest, I understand a lot of companies are coming out and saying that they’re the next big thing. They’re the next Tesla, and their EV platform is the one that is going to solve all the problems.
These claims have come up empty time and time again. But Lucid definitely took a different approach. While describing and laying out the Air piece by piece for viewers to gauge thoughts on, the company’s CEO Peter Rawlinson was vocally supportive of Lucid’s efforts this far. However, he knows that the hard work is far from over. Just ask Elon Musk, who called Model 3 manufacturing “production hell” a few years ago.
That is what is super respectable about Lucid. They know that production is the real test, and it is one that never ends. After manufacturing begins and cars are delivered, there will be room for celebration, and there will be time to look at the accomplishments over the last five years. Until then, it’s hard work and grinding it out.
But it begs the question, can Lucid catch up to Tesla? Is this possible?
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Tesla has a considerably-sized head start by a few years over Lucid, and Tesla has already been given the nod that it has a multi-year advantage over some of the biggest companies in the world. Volkswagen and Audi have both admitted it in the past, but their focus has not primarily been on EVs. Gas cars have filled the minds of VW CEOs for years.
Ever since VW has started manufacturing the ID.3 and ID.4, they have been plagued with a variety of issues that have been software related. Volkswagen has fantastic engineering, and the problems they have faced have been hindering the company’s ability to release a quality EV promptly.
Now, VW has an extensive and successful history in automotive manufacturing. While they have only a few years of experience with developing electric cars, they have still stumbled from time to time, and this is after having so many years of manufacturing experience.
Lucid could experience some of those problems when the production of the Air begins. These issues could be a big problem because they may delay the ultimate delivery date of the Dream Edition, which is Spring 2021.
However, there is a chance that Lucid has worked out all of the kinks. Let’s not forget that Lucid didn’t spring up overnight. It was originally Atieva and was founded in 2007. It seems that a lot of the significant work was done when Peter Rawlinson came on, who worked for Tesla and helped with the Model S.
Rawlinson is a seasoned and experienced veteran, and he has done some awe-inspiring things with Lucid thus far. But is there a chance that Lucid can catch up to Tesla? Sure, but what proof is there that they have a chance?
First off, it is the range. 517 miles of range in the Air, which is impressive considering it is only a 113 kWh battery pack. This is an unheard-of amount of traveling distance in an EV and is considerably more than the Model S’ 402-mile rating. Next, the performance of the Air is critical to the company’s competition with Tesla. The Air is faster than the Model S Performance, but will it be faster than the Plaid Mode Model S? It is unknown, but many seem to think that the newly-engineered flagship sedan from Tesla will be the perfect answer to the Air. Whether that becomes a reality or not remains to be seen.
What is ultimately essential with the development of the Air is we can see that real EV manufacturers are coming to light with competitive products. For so long, legacy automakers have pumped out half-hearted attempts at producing an electric car. They throw a low kWh battery pack into a sedan, give it 100 miles of range and call it “the next big thing.” News flash: it isn’t. If you want to compete in this sector, you have to give consumers a reason to want your vehicle over a Tesla, which is really the benchmark at this point, especially since the Model 3 is widely affordable.
Lucid answered a lot of those questions on Wednesday night. They proved that their car is worth it, and they have plenty of things that could be “better” than what Tesla has to offer. But, it might not be for long, because Elon Musk is the master at taking the wind from a competitor’s sails when a new product is launched.
In reality, anything can happen. But the good news is the fact that Tesla now has a real competitor who seems to be serious about EV manufacturing. There is no goal way down the road for production, and their car works and is tested. With the competition, Tesla could see its best days yet, and Lucid could ultimately be another driving force behind widespread EV adoption.
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In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
Tesla hits major milestone with Full Self-Driving subscriptions
