The Tesla Model Y sales comprised over a third of all electric vehicle (EV) sales in the U.S. in the first quarter, as shown in new data released this week.
Automotive sales data from Kelley Blue Book shows that EV sales growth slowed down in the first quarter, and while dominant market leader Tesla wasn’t immune to these effects, the U.S. automaker’s sales remained far ahead of competitors. While Tesla’s sales overall represented 51.3 percent of the overall EV segment, the Model Y alone led the pack, making up a 35.4 percent segment share overall with 96,729 units sold.
Credit: Cox Automotive/Kelley Blue Book
Tesla’s Model 3 sedan followed behind the Model Y with an 11.3 percent segment share, while the rest of the top five included the Ford Mustang Mach-E (3.5 percent), the Rivian R1S (2.9 percent) and the Ford F-150 Lightning (2.8 percent). However, EV market share across all vehicle sales landed at 7.3 percent in Q1, down from 8.1 percent in Q4 and from the 7.6 percent across all of 2023.
“Electric vehicle sales in the U.S. declined during Q1 2024 – the first quarter-over-quarter downturn since Q2 2020,” said Stephanie Valdez Streaty, Cox Automotive’s Director of Industry Insights.
“As anticipated, Tesla’s sales took a hit, influencing the overall market dynamics. However, a few brands saw significant EV sales increases, achieving over 50% year-over-year growth. As noted in January, we are calling 2024, ‘the Year of More’. More new products, more incentives, more inventory, more leasing and more infrastructure will drive EV sales higher this year. Even so, we’ll continue to see ups and downs as the industry moves towards electrification.”
Tesla last year made up over half of all U.S. EV sales with the Model Y and Model 3, and beyond the country, the Model Y went on to become the world’s best selling vehicle overall in 2023. The data also comes just weeks after reports noted that the adoption of battery-electric vehicles (BEVs) had reached a crucial tipping point in 31 countries worldwide, and ahead of EV sales targets aiming to phase-out gas vehicle sales over the next six years.
Top 10 EVs sold in the U.S. in Q1
- Tesla Model Y — 96,729 units; 35.4 percent
- Tesla Model 3 — 30,842 units; 11.3 percent
- Ford Mustang Mach-E — 9,589 units; 3.5 percent
- Rivian R1S — 8,017 units; 2.9 percent
- Ford F-150 Lightning — 7,743 units; 2.8 percent
- Chevy Bolt EV/EUV — 7,040 units; 2.6 percent
- Hyundai Ioniq 5 — 6,822 units; 2.5 percent
- Volkswagen ID.4 — 6,167 units; 2.3 percent
- Cadillac Lyric — 5,800 units; 2.1 percent
- Tesla Model X — 5,607 units; 2.1 percent
You can see the full EV sales report for Q1 2024 from KBB here.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Elon Musk
Elon Musk reveals shocking Tesla Optimus patent detail
What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.
Elon Musk revealed a shocking detail on the Tesla Optimus patent that was revealed last week. Despite it being made public for the first time, Musk said the company has already moved on from the design, an incredible truth about the development of new technology: things move fast.
Musk dropped a bombshell about the Tesla Optimus humanoid robot hand patent that was released last week. Musk, candidly replying to a post late at night on X, revealed that what is a new technology to many fans and insiders is actually old news to those developing the tech directly.
“We already changed the design,” Musk said. “This one didn’t actually work.”
We already changed the design. This one didn’t actually work.
— Elon Musk (@elonmusk) April 19, 2026
Patents, after all, are often viewed as blueprints for future products. Yet Musk revealed that the rolling contact mechanism—intended to provide smooth, low-friction articulation in the fingers—had already been scrapped after real-world testing exposed its shortcomings.
What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.
The hand has been one of the biggest challenges for Tesla engineers since Optimus development started years ago. Musk has said that there is not enough recognition for how incredible and useful the human hand is, and designing one for a humanoid robot has been the biggest challenge of all.
Tesla is stumped on how to engineer this Optimus part, but they’re close
This moment underscores the persistent engineering hurdles in achieving reliable humanoid hand dexterity. Human fingers are marvels of evolution: 27 bones, intricate tendons, ligaments, and a network of sensors working in perfect harmony. Replicating that in metal and silicon is extraordinarily difficult.
Rolling contacts promised reduced wear and precise motion, but testing likely revealed issues with durability under repeated stress, grip stability on varied surfaces, or the micro-precision needed for fine motor skills.
These aren’t minor tweaks, but instead they represent fundamental challenges that have plagued robotics teams for decades. Even advanced competitors struggle here—hands remain the Achilles’ heel of most humanoids because the margin for error is razor-thin.
A fraction of a millimeter off, and a robot drops a glass or fails to button a shirt.
What makes Musk’s reply remarkable is how it signals Tesla’s direct communication style on prototype limitations. While many companies guard failures behind glossy marketing and vague timelines, Tesla openly shares setbacks.
Musk was forthcoming about the failure of this recent design. This transparency builds trust with investors, engineers, and fans. It shows Tesla treats Optimus development like true science: rapid iteration, rigorous testing, and zero tolerance for hype that doesn’t match reality.
The disclosure from Musk also highlights Tesla’s blistering pace of development. By the time the patents are published, which is often over a year after the initial filing, the technology has already evolved.
Optimus is far from a static product, and it’s a living project advancing weekly.
In the high-stakes race for general-purpose robots, Tesla’s approach stands out. Admitting a finger-joint design “didn’t actually work” isn’t a weakness—it’s confidence.
True innovation demands confronting failure head-on, and Musk just reminded the world that Optimus is being engineered that way. The next version of those hands is already in testing, and it will be better because Tesla isn’t afraid to say what didn’t work.
Elon Musk
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla’s Optimus robot is heading to the Boston Marathon finish line
Tesla’s Optimus humanoid robot will be stationed at the Tesla showroom at 888 Boylston Street in Boston, right along the final stretch of the Boston Marathon today, ready to cheer on runners and pose for photos with spectators.
According to a Tesla email shared by content creator Sawyer Merritt on X, Optimus will be at the Boston Boylston Street showroom on April 20, coinciding with Marathon Monday weekend. The Boston Marathon finishes on Boylston Street, and the surrounding area draws hundreds of thousands of spectators along with international broadcast coverage. Placing Optimus there puts it in front of a massive public audience at zero advertising cost.
Just got this email. @Tesla’s Optimus robot is coming to Boston.
“Join us from April 19 to 20, 2026, at Tesla Boston Boylston Street showroom to meet Optimus, our humanoid robot, for Marathon Monday. Optimus will be cheering with you on the sidelines and posing for photos.” pic.twitter.com/chxoooO2xV
— Sawyer Merritt (@SawyerMerritt) April 18, 2026
The Tesla showroom is at 888 Boylston Street, between Gloucester Street and Fairfield Street. The final mile of the marathon runs directly along Boylston Street, with runners passing the big stores before reaching the finish line at Copley Square.
Optimus was first announced at Tesla’s AI Day event on August 19, 2021, when Elon Musk presented a vision for a general-purpose robot designed to take on dangerous, repetitive, and unwanted tasks. In March 2026, Optimus appeared at the Appliance and Electronics World Expo in Shanghai, where on-site staff stated that mass production of the robot could begin by the end of 2026. Before that, it showed up at the Tesla Hollywood Diner opening in July 2025 and at a Miami showroom event in December 2025.
Tesla’s well-calculated display of Optimus gives the public a low-pressure first encounter with a robot that Tesla is preparing to soon deploy at scale. The company has previously indicated plans to manufacture Optimus robots at its Fremont facility at up to 1 million units annually, with an Optimus production line at Gigafactory Texas targeting 10 million units per year.
Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai
Musk has said that Optimus “has the potential to be more significant than the vehicle business over time,” and separately that roughly 80 percent of Tesla’s future value will come from the robot program. Whether that holds depends on production execution. For now, Boston gets a preview of what that future looks like, standing at the finish line on Boylston Street while 32,000 runners pass by.
News
Tesla expands Unsupervised Robotaxi service to two new cities
This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.
Tesla has taken a major step forward in its autonomous ride-hailing ambitions.
On April 18, the company’s official Robotaxi account announced that Robotaxi service is now rolling out in Dallas and Houston, Texas. The update signals the rapid scaling of unsupervised autonomous operations in the Lone Star State.
The announcement includes a compelling 14-second video captured from inside a Model Y. Shot from the passenger perspective, the footage shows the vehicle navigating suburban roads in both cities with zero driver intervention, with no Safety Monitor to be seen.
Robotaxi now rolling out in Dallas & Houston 🤠 pic.twitter.com/G3KFQwqGxB
— Tesla Robotaxi (@robotaxi) April 18, 2026
Tesla also shared geofence maps highlighting the initial service areas: a compact zone in Houston covering parts of Willowbrook and Jersey Village, and a similarly defined area in Dallas near Highland Park and central neighborhoods.
🚨 Tesla has expanded Robotaxi to two new cities: Houston and Dallas, joining Austin and the SF Bay Area as active Robotaxi areas https://t.co/S3Ck4EaGpR pic.twitter.com/N0qu0bcTyd
— TESLARATI (@Teslarati) April 18, 2026
This expansion builds directly on Tesla’s existing operations. Robotaxi has been ramping unsupervised rides in Austin for months and maintains activity in the San Francisco Bay Area.
With Dallas and Houston now live, Texas hosts three active hubs—an impressive concentration that triples the company’s Lone Star footprint in just weeks. The move aligns with Tesla’s Q4 2025 earnings guidance, which outlined a broader H1 2026 rollout across seven U.S. cities, including Phoenix, Miami, Orlando, Tampa, and Las Vegas.
Texas offers favorable regulations, high ride-share demand, and relatively straightforward suburban-to-urban driving patterns ideal for early autonomous scaling. While initial geofences appear modest—roughly 25 square miles per city—Tesla has historically expanded these zones quickly as it gathers real-world data.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Unsupervised operation marks a critical milestone: passengers can summon, ride, and exit without safety drivers, a leap beyond many competitors still requiring human oversight.
For Tesla, the implications are significant. Successful scaling in major metros could accelerate the transition to a fully driverless fleet, unlocking new revenue streams and validating years of Full Self-Driving investment.
Riders gain convenient, potentially lower-cost mobility, while the company edges closer to Elon Musk’s vision of Robotaxis transforming urban transport.
As Tesla pushes into more cities this year, today’s launch in Dallas and Houston underscores its momentum. Hopefully, Tesla will be able to expand unsupervised rides to another U.S. state soon, which will mark yet another chapter in this short-but-encouraging Robotaxi story.
Elon Musk reveals shocking Tesla Optimus patent detail
Tesla is sending its humanoid Optimus robot to the Boston Marathon
