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Tesla Model X cited as “most significant vehicle”, by growth contribution to record 2016 PEV sales

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Electric and plug-in hybrid car sales established new sales records in 2016 with the Tesla Model X earning the title of “most significant vehicle” according to EV Volumes. The industry tracking site cites the Model X for its contribution to the growth of plug-in car sales in the US this past year.

EV Volumes defines any car with a plug as a plug-in, which may cause some Tesla fans heartburn. The site does acknowledge that plug-in hybrids are probably a stop-gap solution until there are more pure electric cars with at least 200 miles of range available to American consumers.

“The volume increase in 2016 can be attributed to Tesla (+95 % for S & X combined), the new GM Volt (+61 %), Ford Fusion (+63 %) and a number of newcomers, mostly in the Plug-in Hybrid category.” indicates the published report. “By its growth contribution, the Tesla Model X must be regarded the most significant vehicle this year.”

The Tesla Model S was the overall sales leader for the year with 28,821 units sold to US customers, a 22% increase over 2015. The Model X finished the year with 17,629 US sales, good enough for 3rd place overall. The second generation Chevy Volt claimed 2nd place with 24,739 cars delivered to customers in the US, a 61% increase.

US plug-in car sales since January, 2011. Source: ZEV Facts by Alliance of Automobile Manufacturers

California claimed nearly 50% of all plug-in sales with the other 9 states that adhere to the California zero emissions standards accounting for another 13%. Combined, all ten states accounted for nearly 62% of all US plug-in sales. In the conventional car market, those states make up about 28% of the US new car market.

Other cars with plugs that sold more than 10,000 units in the US in 2016 include the Ford Fusion Energi plug-in hybrid, which saw its sales grow 63% last year to almost equal the Tesla Model X in total sales. The Fusion Energi now accounts for about 10% of all Fusion sales, despite the fact that Ford CEO Mark Fields insists that nobody wants to buy electric cars.

Sales of the Fusion Energi took off midyear after Ford began to advertise it as the longest range plug-in hybrid available. That claim is technically accurate — the Fusion Energi can travel more than 600 miles on a tank of fuel. But it is misleading in that the car only has 22 miles of range on battery power alone, which is only fair to middling for a plug-in hybrid these days.

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To give the Fusion Hybrid more range, Ford simply increased the size of the gas tank. All of which suggests that the buying public is still woefully uninformed about cars with plugs, just as Elon Musk always claims when he talks about what a poor job car companies and automobile dealers do marketing electric cars.

The last car to sell more than 10,000 units last year is the venerable Nissan LEAF. Although Nissan promises an all new second generation LEAF with 200 miles or more of range sometime before the end of 2019, the current car is hopelessly out of date. It is essentially the same as it was when it first went on sale at the end of 2010. Still, the LEAF soldiered on to sell just over 14,000 cars in the US last year.

2016 Plug-in car sales in the US. Source: EV Volumes

In all, more than 156,000 cars with plugs were sold in the US in 2016. EV Volumes predicts that number will climb to 250,000 or more in 2017, assuming at least 50,000 Tesla Model 3 sedans are included. Whether the Model 3 makes it to market in significant numbers is one of the biggest stories industry watchers will be following this year.

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

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Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

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Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

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Tesla Semi lands the biggest electric truck deal in U.S. history

Tesla leads a record 2,500 truck order, but not every truck will be a Semi.

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Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.

According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.

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Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.

The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.

Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.

The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.

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Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

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Credit: Grok

Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.

Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.

We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.

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Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:

This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.

Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.

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Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.

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