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Tesla Model 3 vs BMW i4: How hubris is killing a potential ‘Tesla Killer’
Recently, BMW took the wraps off yet another one of its concept electric vehicles, the i4 sedan. The BMW i4 is poised to rival the Tesla Model 3, an electric car that is so disruptive, it is shaking up the midsize high-performance sedan market. Unfortunately for the German carmaker, one has to wonder if BMW’s efforts with the i4 are simply far too late.
Behind the possible clash between the Tesla Model 3 and the BMW i4 is a history that spans years, all the way back to 2013, when Tesla was just starting the production of its flagship Model S and the German automaker was coming up with the i3. But despite the two vehicles being all-electric cars, they could not be any more different.
Tesla designed the Model S as a sedan that can take on the Mercedes-Benz S-Class, and it has the looks, range, and performance to match. BMW, on the other hand, designed the i3 like a novelty vehicle, with a carbon fiber body, limited range, and performance that’s at home in inner-city streets. This distinction between the Model S and i3 foreshadowed the future of the two companies’ electric vehicle programs, as Tesla would follow up on the Model S with the Model X and Model 3, and BMW would end up being stuck with the i3 until today.
Yet despite having just one key pure electric car in its lineup, BMW has put a lot of effort in convincing the auto industry that it is taking electric vehicles seriously. Concept after concept was unveiled to much fanfare, but so far, none of the company’s fancy vehicles like the iNext have a legitimate release date. While this was happening, Tesla was growing, refining its processes, and making its vehicles like the Model 3 even better.
The Model 3 may not be the quickest vehicle in Tesla’s lineup, but it is the most disruptive. Priced aggressively and designed to take on the most established premium midsized sedans like the BMW 3-Series and the Mercedes-Benz C-Class, the Model 3 was poised to make waves, and make waves it did. The Model 3 Performance, the most powerful of the lineup, even managed to beat the legendary BMW M3 on the track, hands down. The idea of an electric sedan outperforming the M3 on the track would have probably warranted mockery had it been suggested during the days of the Model S and i3, but it is a painful truth that the German automaker has to swallow now.
It was not long before it was evident that the i3 won’t be enough to take on vehicles like the Model S or Model 3. Yet, BMW seemed to still take its sweet time developing its electric cars, with some executives even adopting the narrative that there is not enough demand for pure EVs anyway. It is then unsurprising that today, Tesla’s lead in electric mobility has become so stark, it is almost embarrassing for some legacy automakers like BMW.
When BMW announced the unveiling of its i4 concept on Twitter, the electric vehicle community immediately poked fun at the automaker for showing off yet another concept car. The car had impressive specs, though, with BMW stating that the i4’s single motor will generate about 530 hp, about on par with one of the automaker’s V8 engines. The i4 is pretty quick too, with a 0-62 mph time of about 4 seconds. Range-wise, estimates point to the i4 having about 270 miles in between charges.
While these specs are decent and a notable improvement over the i3, the i4 does show several signs suggesting that BMW is still not going all-in on electric cars. A look at the vehicle’s exterior alone shows that the i4 is still designed like a conventional car, with a long sloping hood that lacks any sort of frunk due to the space being allotted for electronics. Overall, the i4 boasts an attractive design that would likely end up being a template for the next-generation BMW 3-Series, but a ground-up EV it does not seem to be.
And here lies the issue with BMW so far. It appears that even after years of the i3 never really taking off, the company is still under the impression that it can ride the EV wave with a car that is just adequate in features and performance. Considering BMW’s long history as an automaker, such appears to be a big sign of hubris. And at this point in the EV race, that could be very costly.
BMW is one of three prolific auto houses in Germany, and so far, it is the one that seems to be lagging behind the most when it comes to electric vehicles. Daimler may be seeing challenges with the Mercedes-Benz EQC, but the company has some fallback in the company’s electric trucks like the Freightliner eCascadia, which only has a few rivals like the Tesla Semi.
Volkswagen has adopted a very aggressive strategy with its EV push. So serious is VW with its electric cars that the company’s CEO, Herbert Diess, is pretty much putting his career on the line to ensure that the automaker can roll out a mass-produced vehicle like the ID.3, a car that has the potential to be this generation’s Beetle. And then there’s BMW, still with its concepts, and a Model 3 competitor that is still over a year away at the best case scenario.
The term “Tesla Killer” has become ubiquitous with the number of electric cars that are being developed by legacy automakers. Yet over the years, each and every one of these alleged killers, from the Chevy Bolt to the Jaguar I-PACE, have proven to be incapable of outgunning Tesla’s electric cars in their own game. For the i4 to be a legitimate rival to the Model 3, it must beat Tesla with not just its badge’s pedigree. Otherwise, BMW may end up killing its “Tesla Killer” even before it had a chance to compete, thanks to an EV effort that is uninspired at best.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Cybercab stands to gain from new rules that the Trump Administration is aiming to enforce on autonomous vehicles. On Thursday, NHTSA, under the Trump Administration’s U.S. Department of Transportation, commenced rulemaking on the Federal Motor Vehicle Safety Standards (FMVSS).
This effort aims to eliminate the mandate for manual brake pedals in vehicles that are designed to be driven exclusively by automated driving systems. This would impact the Tesla Cybercab, which the company has stated would operate without a steering wheel or pedals.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
The Trump Administration is looking to revise FMVSS No. 135, which requires standard braking systems on light-duty vehicles.
Currently, the regulation requires light-duty cars to use traditional manual braking systems that allow operators to slow the vehicle. With the advent of self-driving in the U.S., these regulations need updating, and these are the changes that could come to FMVSS No. 135:
- Removes requirements for hand- or foot-operated brake controls for vehicles designed never to be operated by a human. Existing rules still apply to AVs that retain manual controls.
- All subject vehicles must still meet the same stopping distance performance criteria via alternative testing procedures.
- While this update ensures AVs can physically stop when commanded, NHTSA is separately developing safety performance requirements for AVs in real-world driving scenarios.
- NHTSA will continue to use its broad defect enforcement authority to investigate unsafe ADS behavior and oversee recalls.
As autonomy becomes a greater part of passenger travel, these types of rule adjustments will be more than reasonable. It will give manufacturers the ability to self-certify their vehicles and avoid any red tape that could ultimately delay the deployment of these vehicles.
Administrators are also incredibly excited about the opportunity to play a role in the advancement of self-driving vehicles.
“We are at the cusp of the greatest technological revolution in vehicle technology since the innovation of the Model T,” NHTSA Administrator Jonathan Morrison said. “If we want America to lead the way, we have to reimagine our regulatory framework. That’s why under Secretary Sean Duffy’s AV Framework, NHTSA is tearing down pointless barriers to innovative designs while strengthening the fundamental safety requirements that matter and holding AV developers accountable for safe performance.”
The Cybercab entered mass production at Gigafactory Texas in April. Tesla ultimately plans to push the vehicle into its Robotaxi fleet, potentially when frameworks like these are established.
Tesla looks keen to bring larger Model Y L to the U.S.
One of Tesla’s biggest threats just got banned in the U.S.
