News
Tesla’s more experienced rivals are strangely making way for the Model Y
Something strange is happening in the crossover EV segment. Despite beating the Tesla Model Y to the market, European all-electric SUVs appear to be making way for the Silicon Valley-made disruptor. This shows that while Tesla may be entering the lucrative crossover segment later than its rivals, it will be doing so with a vehicle that does not seem to have a lot of willing challengers.
It should be noted that the Model Y is designed to compete in the auto industry’s most cutthroat segment. Dominated by iconic, hyper-reliable vehicles like the Honda CR-V and the Toyota RAV-4, the crossover market is as lucrative as it is competitive. In a way, crossovers are usually bang-for-the-buck cars: larger and more spacious than sedans, and at a price point that does not break the bank.
The Model Y is all these things. With 75% of the vehicle being the same as the Model 3 sedan, the Model Y is coming to the market with all of Tesla’s experience in production and tech that it learned over the past years. Its performance is second to none, with its quickest variant hitting 60 mph in just 3.5 seconds. It’s also quite larger than its Model 3 siblings, as it’s capable of seating seven passengers instead of five (provided that the two people on the rear seats are small, of course).

There is no doubt that the Model Y will likely capture a lot of the EV market. Tesla is such a strong force in the EV segment that its entry in the crossover market may be embraced just as well, if not better, than the Model 3. If one were to prepare for the arrival of a competitor then, it would be a great idea to get the jump on the Model Y, beating it to the market and saturating Tesla’s target demographic before the vehicle gets released.
In this sense, Tesla’s rivals somewhat succeeded. Jaguar unveiled the I-PACE way before the wraps were taken off the Model Y. The same was true for the Audi e-tron 55. Each vehicle was released to the market before sightings of Model Y release candidates became the norm. Yet, despite the hype generated for each vehicle and their actual merits, none of these all-electric SUVs put a dent on the US’ all-electric market.
And it’s not for lack of recognition either. The Jaguar I-PACE was so well received that it literally got over 60 awards, making it one of the most highly-decorated production cars in history. The Audi e-tron got its own fair share of fans too. Consumer Reports’ initial impressions of the e-tron were highly-positive, with the organization praising the vehicle for its posh interior and its looks. CR Deputy Content Editor Jon Linkov even remarked that that contrary to the snap of acceleration in Tesla’s electric cars like the Model S, the Audi e-tron has “more of an elegant pull-away.”

Yet, despite these, both the I-PACE and the e-tron have seemingly hit a ceiling. Estimates point to Jaguar selling 2,418 I-Pace in the US this year through November, and Audi selling 4,623 e-tron SUVs. The Tesla Model 3? Around 111,650 in the same period, as per Bloomberg. These sales figures were so stark that recently, Mercedes-Benz announced that the EQC’s release in the US will be delayed by a year. In a way, it appears that two Model Y challengers failed against the Model 3, and one seemed to be all-too-willing to give way for the upcoming vehicle.
This may end up being a costly mistake, especially on Mercedes-Benz’s part. By the time the EQC arrives in the US, the Model Y will likely be on the roads. And if the Model 3’s dominance of the electric car segment is any indication, Tesla might very well be poised to come out on top once more. With Elon Musk and Tesla seemingly being more cautious, understated vehicles like the Model Y, which have so much potential but seemingly receive so little attention, are the most dangerous for competitors.
Granted, one could argue that the I-PACE, the e-tron, and the EQC are more of the more expensive Model X’s competitors considering their prices. While this is true, all three vehicles are actually closer in size to the Model Y than the Model X. Even their interior space are smaller than the X, making them more of a Model Y rival in terms of features and spaciousness.
News
Tesla patent aims to make massive change to common automotive part
Detailed in US 2026/0110320 A1 and published on April 23, the patent re-engineers the humble trim clip—the small plastic fastener that secures interior panels to the vehicle’s body structure. Traditional clips are single-piece plastic parts designed for one-time installation.
A new Tesla patent aims to fix a common automotive item for a more peaceful ride, revolutionizing its design to remove vibrations and noise during normal operation.
Detailed in US 2026/0110320 A1 and published on April 23, the patent re-engineers the humble trim clip—the small plastic fastener that secures interior panels to the vehicle’s body structure. Traditional clips are single-piece plastic parts designed for one-time installation.
Over time, they loosen, rattle, and transmit road noise, suspension vibrations, and minor panel buzz directly into the passenger compartment. Tesla’s new design turns that ordinary item into a reusable, two-material vibration-damping system built for long-term silence.
A TESLA PATENT DETAILS THE TWO MATERIALS AND FOUR FORCES THAT MAKE A TRIM CLIP REUSABLE
Tesla published a single patent application on April 23 that describes how to make an interior trim clip reusable across multiple service cycles.
US 2026/0110320 A1 was filed in October 2024… https://t.co/02yOUKkar2 pic.twitter.com/pEJUCw46yc
— SETI Park (@seti_park) May 3, 2026
The clip consists of four components drawn from just two material families. The pin and grommet are molded from rigid glass-fiber-reinforced nylon, giving them the strength needed to hold panels firmly in place.
Not a Tesla App reported on the patent.
A soft thermoplastic elastomer (TPE) is then overmolded onto the assembly in a distinctive mushroom shape that flares outward beyond the pin shaft. This soft layer does the heavy lifting for comfort: it spreads mechanical loads over a wider area and actively damps oscillations before they can reach the interior trim.
The result is a measurable reduction in noise, vibration, and harshness (NVH)—the very factors that separate a merely quiet electric vehicle from one that feels genuinely serene.
Engineers used finite-element analysis to dial in four precise forces that make the system both secure and serviceable. It takes 31 newtons to insert the grommet into the body panel and 243 newtons to pull it back out, ensuring it stays anchored during normal driving. The pin, however, slides in with only 7 newtons and releases at 152 newtons, the patent says.
Because the grommet grips the sheet metal far more tightly than the pin grips the grommet, technicians can pop the trim panel off, service wiring or components behind it, and snap everything back together without disturbing the grommet or degrading the soft overmold.
The clip survives repeated service cycles with no measurable loss of damping performance.
For drivers, the payoff is a noticeably more peaceful ride. Road rumble, panel flutter, and high-frequency buzz that often sneak into luxury cabins are absorbed at the source rather than conducted through rigid plastic. Over the life of the vehicle, the reusable design also prevents the gradual loosening that causes rattles in conventional clips. Fewer replacements mean less cabin noise from degraded parts and lower long-term maintenance costs.
Tesla’s patent shows how even the smallest hardware decisions affect the overall driving experience. By giving a mundane trim clip two distinct personalities—rigid where strength is needed, soft where silence matters—the company is quietly engineering away one more source of distraction.
If the design reaches production, future Tesla owners could enjoy an even calmer, more refined interior without ever noticing the clever little clips holding it all together.
News
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
The two companies are currently in talks for a rocket launch deal to support the placement of data centers in orbit as part of their push into space-based computing.
SpaceX and Google are in the process of ironing out the details of a potential partnership, a new report from the Wall Street Journal says. The two companies are currently in talks for a rocket launch deal to support the placement of data centers in orbit as part of their push into space-based computing.
In a move that blends cutting-edge AI demands with the final frontier of space exploration, Google is in exclusive talks with Elon Musk’s SpaceX for a rocket launch deal to deploy data centers in orbit. The Wall Street Journal is now reporting today, May 12, that the discussions mark Google’s aggressive expansion into space-based computing, addressing the exploding energy needs of artificial intelligence that terrestrial infrastructure can no longer sustain.
Exclusive: Google is in talks with SpaceX for a rocket launch deal as the search giant expands its own efforts to put orbital data centers in space https://t.co/QUCD3cPjxi
— The Wall Street Journal (@WSJ) May 12, 2026
SpaceX, nor Google, have commented on the report.
The catalyst for a potential deal is clear: AI’s voracious appetite for electricity. Global data centers consumed about 415 terawatt-hours (TWh) of electricity in 2024—roughly 1.5 percent of worldwide usage—according to the International Energy Agency. That figure is projected to more than double to around 945 TWh by 2030, with AI-focused servers growing at 30 percent annually, outpacing overall electricity demand growth by more than four times.
Some forecasts peg data center consumption exceeding 1,000 TWh by 2026, equivalent to Japan’s entire national electricity use. A single large AI training facility can draw as much power as 100,000 homes. On Earth, this translates to grid overloads, skyrocketing costs, land shortages, and massive water demands for cooling—constraints that threaten to throttle AI progress.
Orbital data centers promise a radical workaround. In space, satellites can harness constant, unobstructed sunlight for power—solar panels generate roughly five times more energy in orbit than on the ground, with no night cycle or atmospheric interference.
Excess heat radiates harmlessly into the vacuum of space, eliminating energy-intensive cooling systems and water usage. No terrestrial land or power grid is required, freeing operations from regulatory and environmental bottlenecks.
Musk has long championed the concept, framing it as inevitable. “Space-based AI is obviously the only way to scale,” he wrote on SpaceX’s site following the xAI merger. “Global electricity demand for AI simply cannot be met with terrestrial solutions… In the long term, space-based AI is obviously the only way to scale.”
He has repeatedly highlighted solar advantages: “Space has the advantage that it’s always sunny,” and “any given solar panel is going to give you about five times more power in space than on the ground.”
Musk predicted in early 2026 that “in 36 months but probably closer to 30 months, the most economically compelling place to put AI will be space,” adding that within five years, annual space-launched AI compute could surpass Earth’s cumulative total. “SpaceX will be doing this,” he declared when discussing scaled-up Starlink satellites with high-speed laser links for orbital data transfer.
Meanwhile, Google has been quietly advancing a similar vision under Project Suncatcher, its internal “moonshot” initiative. CEO Sundar Pichai has described plans to launch two prototype satellites equipped with Tensor Processing Units (TPUs) by early 2027 for testing thermal management and reliability in orbit. In interviews, Pichai has called orbital computing a potential “normal way to build data centers” within a decade, enabled by launch cost reductions.
SpaceX is uniquely positioned to make this reality. The company recently filed with the FCC to launch up to one million satellites dedicated to orbital data centers at altitudes between 500 and 2,000 kilometers, projecting capacity for 100 gigawatts of AI compute.
These talks align with SpaceX’s broader ambitions, including a potential IPO where orbital infrastructure features prominently in investor pitches.
FCC accepts SpaceX filing for 1 million orbital data center plan
Challenges remain formidable, as is expected with a project with expectations so lofty. Radiation-hardened hardware, laser-based inter-satellite and Earth-downlink communications, launch economics, and orbital debris management are key hurdles.
Yet early movers like Starcloud (which trained the first large language model in orbit in late 2025) and Google’s prototypes signal accelerating momentum. Rivals, including Amazon and Blue Origin, are exploring similar paths, but SpaceX’s Starship and Starlink heritage give it a launch cadence edge.
This partnership could redefine AI infrastructure, turning the skies into the next data center frontier. As Earth’s power limits loom, Musk’s vision, combined with Google’s ambition, could position space not as sci-fi, but as the scalable solution for humanity’s computational future.
Investor's Corner
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.