Connect with us

Investor's Corner

Tesla Model S Was World’s Best Selling EV in November

The Tesla Model S was the world’s best selling plug-in electric car in November. But worldwide, China’s BYD sold more electric vehicles than any other manufacturer. The electric car market is about to get very crowded and highly competitive in 2016 and beyond.

Published

on

Model S referral program

What better way to ring out the old year than to announce the Tesla Model S was the best selling plug-in electric car in the world in November? According to figures put together by InsideEVs, the Model S handily out performed its two closest rivals, the Kandi Panda EV and the BYD Tang. Sales of the Nissan LEAF have plummeted since the company announced it was introducing an extended range model in 2016 and an all new second generation car in 2017.

Tesla Model S world's best selling electric car in November

Based on what we know at this minute (Tesla’s fourth quarter sales will be announced on Monday, January 4) it appears the Model S is also the global sales leader for all of 2015. It sold about 600 more than the Nissan LEAF through the end of November and all reports are that December may be a record setting month for Tesla. Global Equities analyst Trip Chowdhry says the pace of activities at the Fremont factory is frantic as the company races to push as many cars out the door as possible before the end of the year.

Tesla Model S global sales

All this good news should be tempered with a firm grasp of reality. 2016 will see many more new competitors for Tesla. On January 4 at 8 pm PST, Faraday Future will take the wraps off its new car, which it promises will make us rethink everything we know about cars. That’s a bold claim and the world is waiting to see if Faraday can back it up.

Google has just announced a partnership with Ford to build autonomous driving cars. It is also investing $4.5 billion to bring 13 new plug-in or electric cars to market in the next few years. Audi is readying its new Q6 Quattro e-tron for market, a car that will compete directly with the Model X for SUV customers. BMW and Volkswagen are rushing plug-in cars to market.

One company that is little known in the United States but which is destined to be a top player in the electric vehicle market is China’s BYD. It is offering electric vehicles in every category, from intercity and long distance buses to airport and seaport service vehicles, heavy trucks, and construction equipment. It operates a fleet of electric taxis in Chicago and is about to begin a similar service in New York City.

Advertisement

BYD is considering building manufacturing facilities for batteries and vehicles in the US soon. It already has a Bus & Coach Factory in Lawrence, California that will produce 300 electric buses this coming year. When all the models of electric cars that BYD builds are combined, it sold more EVs worldwide than any other manufacturer through the end of November.

November global sales

Lerner-Lim, BYD’s director of eastern U.S. business told Electric Cars Report recently that fossil fuel vehicles will be steadily replaced by environmentally responsible solutions. “The time has come for electric vehicles, and BYD is ready to meet the growing demand,” he said. “It’s a very exciting opportunity to take technology that was developed in China—and leveraged and matured in large scale there—and adapt them to American standards, lifestyles and infrastructures.”

Tesla can claim to have jump started the electric car revolution, but it may have its hands full keeping ahead of the competition in the market it created.

Image Credit: InsideEVs

Advertisement

"I write about technology and the coming zero emissions revolution."

Advertisement
Comments

Elon Musk

Elon Musk handed Grok something no other AI company can get their hands on

Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.

Published

on

By

Artistic concept rendering of SpaceX data being incorporated into a Grok AI model

Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.

The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.

Advertisement

The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.

Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.

Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.

Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.

Advertisement
Continue Reading

Elon Musk

Elon Musk sends first warning to SpaceX short sellers

Published

on

Credit: Grok

In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.

The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.

Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.

Advertisement

The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.

In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.

This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.

Elon Musk reveals what Tesla stock surge could do to Bill Gates

Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.

Advertisement

Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.

Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.

As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.

Continue Reading

Elon Musk

SpaceX Starship Flight 13 aborted at Zero and Musk just told us what broke

Four Raptor engines failed to ignite at T-zero, forcing SpaceX to scrub Starship Flight 13 Thursday.

Published

on

By

SpaceX scrubbed the Starship Flight 13 launch attempt Thursday evening at the last possible moment, after four of the Super Heavy booster’s 33 Raptor 3 engines failed to ignite during the startup sequence. The 90-minute window had opened at 6:45 p.m. EDT from Starbase in Boca Chica, Texas, and the countdown had proceeded without issue all day, with more than 11.5 million pounds of liquid methane and liquid oxygen being fully loaded into the rocket before the automated abort triggered. SpaceX’s launch directors posted on X, “Standing down from today’s flight test attempt,” and shut down the livestream shortly after.

Musk confirmed the root cause within hours. “Some of the engines didn’t start, triggering an automatic launch abort,” he wrote on X. “To be confident of a good flight, 2 Raptors will be removed and replaced. Most probable launch timing is early next week.” SpaceX engineers began draining propellant tanks immediately and Booster 20 was rolled back to its hangar for inspection.

SpaceX comes with a slew of changes for Starship Flight 13

 

The timing adds a layer of significance that did not exist during any of the previous 12 Starship flights. This is the first time SpaceX has attempted to launch Starship since the company made its stock market debut in June, listing under ticker SPCX at $135 per share. Public investors are now watching every Starship outcome in real time, and a last-second abort carries more visibility than it would have six months ago.

Advertisement

Flight 13 was designed to be one of the most consequential tests in the program’s history. It was set to carry 20 Starlink V3 satellites, the first operational payload Starship has ever attempted to deploy. Six of those satellites carried external cameras to photograph Starship’s heat shield from the outside during flight, which would act as a self-inspection approach SpaceX has never attempted before. The mission also needed to complete a Raptor engine relight in space, a step SpaceX skipped on Flight 12 in May after losing an engine during ascent. That Flight 12 booster also flipped 90 degrees off course during its boostback burn when five engines failed to reignite.

SpaceX has not announced an official next launch date. Musk’s “early next week” window points to July 21 or 22 at the earliest, pending the engine swap and a return to the pad.

Continue Reading