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Tesla Model S, 3, X among ‘Top 10 American-Made’ vehicles in Cars.com list

The Tesla Model S, X, and Model 3. (Photo: MotorTrend)

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Tesla’s Model S, Model 3, and Model X broke into Cars.com’s “Top 10 American-Made Index” list, taking three out of ten places in the motoring resource’s rankings. This was quite a debut for Tesla, as this year marks the first year that the Silicon Valley-based automaker made its first appearance in Cars.com’s rankings.

The annual survey ranks new vehicles that “contribute most to the U.S. economy” through U.S.-based factory jobs, manufacturing plants, and parts sourcing. Frequently, American automakers like Ford and Chevrolet dominate the list due to their mass-market pickups. Other popular manufacturers, like Honda, for example, have become listed more frequently in the last few years of the rankings.

Tesla, with its growing popularity and expanding fleet of mass-market vehicles, cracked the Top 10 for the first time. However, it was not just the ultra-popular Model 3 that appeared. The flagship Tesla Model S and Model X made the list as well, tying Honda for the most number of vehicles in the 2020 Top 10 rankings, USA Today reports.

The Model S placed Third on Cars.com’s “Top 10 American-Made Index” list. (Credit: Tesla)

The Tesla Model S, Model 3, and Model X finished third, fourth, and ninth, respectively, in the rankings. The Ford Ranger, a product of Wayne, Michigan, and the Jeep Cherokee, made in Belvidere, Illinois, edged out Tesla’s flagship sedan, which is built in Fremont, California.

According to Cars.com’s senior consumer affairs and vehicle evaluations editor Kelsey Mays, Tesla made the list this year because it was the first time the automaker supplied the appropriate information to qualify its vehicles for the rankings.

Mays added, “Tesla is the only automaker on the list to built 100% of the cars in America that it sells here.”

Cars.com told Teslarati that Tesla’s identification with Americans has grown considerably since last year. According to a survey that the automotive resource conducted, only 10% of American car buyers recognized Tesla as a “California-made” vehicle in 2019. About 18% of respondents now identify Tesla as a California-based company. However, only half of the survey’s total respondents knew that Tesla was American, and only a third of those who participated thought the Model S was built within the United States.

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(Photo: Andres GE)

Mays indicated that where a car is produced is becoming a more important factor to consumers, and Cars.com created the list to highlight what vehicles are manufactured within the United States. The impact of COVID-19 on the American economy has contributed to that, and American car buyers are more focused on buying locally to support the automotive sector, which employs 9.9 million people, according to AutoAlliance.org.

“We live in a global economy, but Cars.com’s research found 70% of American shoppers consider a car’s U.S. economic impact a significant or deciding factor in their vehicle purchase,” Mays said. “The COVID-19 pandemic is increasing Americans’ desire to buy local, with 37% reporting they are more likely to buy an American-made vehicle in light of the economic disruption of COVID-19.”

Tesla’s Fremont facility employs 12,000 people, providing a sizable number of manufacturing jobs for Northern Californians. It is currently the only facility in the U.S. where Tesla builds its vehicles, but the company is looking to open a second facility in the Central United States soon.

Tesla had already reopened its Giga Shanghai production facility in mid-February by implementing a series of new health codes that would preserve the safety of its workforce. The same strategies are being used in Fremont, where Tesla is focusing on ramping up the production rates of its Model 3 and Model Y while maintaining steady build rates for the Model S and Model X.

Cars.com’s Top 10 American-Made Index list is below.

Cars.com 2020 American-Made Index top 10

  1. Ford Ranger (Wayne, Michigan)
  2. Jeep Cherokee (Belvidere, Illinois)
  3. Tesla Model S (Fremont, California)
  4. Tesla Model 3 (Fremont, California)
  5. Honda Odyssey (Lincoln, Alabama)
  6. Honda Ridgeline (Lincoln, Alabama)
  7. Honda Passport (Lincoln, Alabama)
  8. Chevrolet Corvette (Bowling Green, Kentucky)
  9. Tesla Model X (Fremont, California)
  10. Chevrolet Colorado (Wentzville, Missouri)

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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SpaceX reports its second earnings today: here’s what to expect

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Credit: SpaceX

SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.

Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:

  • Space: $1.41 billion
  • Connectivity: $4.84 billion
  • AI/SI: $6.47 billion

Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.

SpaceX just launched its secret Starfall saucer again

Here are the three things to watch for on the call:

AI Revenue Ramp and the $100B+ ARR target

AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.

SpaceX makes first acquisition post-IPO

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Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.

Starlink/Connectivity Metrics and Mobile Expansion

Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.

Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates

Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.

Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.

SpaceX will report earnings after market close today and will stream the call on X.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here

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SpaceX just launched its secret Starfall saucer again

SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.

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An artist’s illustration of a SpaceX Starfall capsule reentering Earth’s atmosphere. (Image: SpaceX)
An artist’s illustration of a SpaceX Starfall capsule reentering Earth’s atmosphere. (Image: SpaceX)

SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.

Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”

As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.

The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.

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Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.

SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.

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The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”

The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.

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The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”

The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.

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Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.

Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.

The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.

The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.

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