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Car Wars: Tesla will be overtaken by Ford, GM because Elon Musk “didn’t move fast enough”
Tesla is a lot of things. Slow-moving is definitely not one of them.
But for John Murphy, senior auto analyst for Bank of America, Tesla is actually not moving fast enough. In fact, the Texas-based electric car company could soon see itself being overtaken by veteran automakers such as General Motors and Ford.
In its annual Car Wars study, Bank of America predicted that Ford and General Motors would surpass Tesla’s electric vehicle sales by 2025. According to Murphy, Tesla’s current 70% market share in electric vehicles could drop to closer to 11% in the next three years.
Meanwhile, Murphy expects Ford and GM to approach 15% thanks to their new electric car offerings. The analyst noted that the issue with Tesla lies in its lack of product portfolio and the fact that Elon Musk is introducing products at a slow rate.
“He’s introducing product at a slower rate. He doesn’t have a full product portfolio, so there’s huge opportunity for manufacturers to shoot the gap and catch up a bit,” Murphy said.
Tesla has seen its own fair share of delays, and apart from vehicles like the Model Y, which started deliveries earlier than expected, the company’s projects like the Cybertruck have been pushed back several times. This, according to Murphy, could lead to Tesla falling behind in the coming years.
“One of the biggest mistakes that whenever they look back at this in five to 10 years, is that Tesla didn’t take greater advantage of the free money it could have gotten, raise much more, open capacity faster, grow much faster and shut the door.
“He (Musk) didn’t. He didn’t move fast enough. He didn’t recognize what was going on in the market. He had tremendous hubris that they would never catch him, they would never be able to do what he’s doing, and they’re doing it,” Murphy said.
Murphy’s conclusions are quite interesting because Tesla has been supply constrained for the past several years. Today, the company is essentially holding back a wave of competitors with only two vehicles — the Model 3 sedan and the Model Y crossover — and it is still winning. It should also be noted that Tesla’s vehicles are in a constant state of improvements, which are typically rolled out through free over-the-air software updates.
In a way, the Bank of America analyst’s conclusions about Tesla and Elon Musk’s “hubris” seem quite off base. With the Cybertruck and the Semi entering the market and the Model Y seemingly on track to become one of the world’s best-selling cars, Tesla’s EV market share does not seem to be in danger.
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Tesla Sweden’s port deal sparks political clash in Trelleborg
The extension of Tesla’s lease has drawn criticism from the local Social Democratic opposition.
Tesla Sweden’s lease agreement at the Port of Trelleborg has triggered a political dispute, with local leaders divided over whether the municipally owned port should continue renting space to the electric vehicle maker amidst its ongoing conflict with the IF Metall union.
Tesla Sweden’s recently extended contract with the Port of Trelleborg has triggered calls for greater political oversight of future agreements.
Tesla has used the Port of Trelleborg to import vehicles into Sweden amid a blockade by the Transport Workers’ Union, as noted in a report from Dagens Arbete (DA). By routing cars via trucks on passenger ferries, the company has maintained deliveries despite the labor dispute. Vehicles have also been stored and prepared in facilities leased from the municipal port company.
The extension of Tesla’s lease has drawn criticism from the local Social Democratic opposition. Initially, the Port of Trelleborg hinted that it would not enter into new agreements with Tesla, but it eventually opted to renew its existing contract with the EV maker anyway.
Lennart Höckert, an opposition councilor, described the port’s decision as a “betrayal of the Swedish model,” arguing that a municipally owned entity should not appear to side with one party in an active labor dispute.
“If you want to protect the Swedish model, you shouldn’t get involved in a conflict and help one of the parties. When you as a company do this, it means that you are actually taking a position and making things worse in an already ongoing conflict,” Höckert said.
He added that the party now wants politicians to review and approve future rental agreements involving municipal properties at the port.
The proposal has been sharply criticized by Mathias Andersson of the Sweden Democrats, who chairs the municipal board. In comments to local media, Andersson described the Social Democrats’ approach as “Kim Jong Un-style,” arguing that political leaders should not micromanage a company governed by its own board.
“I believe that the port should be run like any other business,” Andersson said. He also noted that operational decisions fall under the authority of the Port of Trelleborg’s board instead of elected officials.
Elon Musk
Elon Musk’s X sees outage on Monday as users report issues
Monday’s outage follows a similar issue that befell the social media platform in mid-January.
X experienced an outage on Monday morning, with tens of thousands of users reporting that the platform failed to load across both desktop and mobile. The disruption began around 8:02 a.m. ET, as per Downdetector data, and quickly escalated in the U.S. and U.K.
Monday’s outage follows a similar issue that befell the social media platform in mid-January.
Shortly after 8 a.m. ET, Downdetector showed a sharp rise in incident reports. At one point, U.S. complaints exceeded 40,000, while U.K. reports climbed past 6,000. Earlier in the outage, filings had already crossed 11,000 in the U.S. and 3,300 in the U.K., as noted in a TechRadar report. X users in other locations, such as the Philippines and Costa Rica, also reported similar issues.
Users attempting to access X were met with a “something went wrong” message. Feeds did not refresh, posts failed to appear, and both the social media platform’s app and web versions appeared affected by the issue. The outage struck during peak weekday usage, amplifying its visibility across regions worldwide.
X has not issued an official explanation for the latest outage or confirmed what caused the service disruption. The scale of complaints drew comparisons to the platform’s major outage in November 2025, which resulted in users being met with “Internal server error / Error code 500” messages, as well as Cloudflare-related error notices.
The incident also comes just weeks after X experienced a similar downtime in mid-January. That outage seemed more notable, however, with more than 100,000 users reporting issues with the social media platform on Downdetector.
Elon Musk
New details emerge on The Boring Company’s Universal tunnel plans
The materials outline staffing, construction timelines, tunnel configuration, and operational details that were not previously public.
Newly released bidding documents have shed light on how Elon Musk’s Boring Company plans to connect Universal Orlando Resort’s north campus to Universal Epic Universe.
The materials outline staffing, construction timelines, tunnel configuration, and operational details that were not previously public about the planned Loop system.
The Shingle Creek Transit & Utility Community Development District voted Feb. 11 to begin contract negotiations with The Boring Company after ranking it the top bidder for the Universal Orlando transport project. Now, evaluation documents obtained by local news media reveal how the company intends to execute the project, according to Attraction Insight.
The proposal describes a twin-tunnel configuration, with one tunnel in each direction. It also noted that permitting, design, and construction could take roughly a year and a half once approvals are secured. The company indicated it could deploy multiple tunnel boring machines and install temporary support infrastructure, including muck storage pits and stormwater systems, during construction.
Bid documents list eight internal specialists assigned to the project, including tunnel engineers, structural engineers, and tunnel boring machine experts. Six subcontractors would handle fire protection, communications, soil treatment, and concrete work.
The company stated it “has the necessary internally produced tunneling equipment and personnel immediately available to complete this project for the district as quickly as permits and approvals can be obtained.”
Operationally, the system would mirror the company’s Las Vegas Loop model, using Tesla vehicles to provide point-to-point transport rather than fixed-route buses. The proposal frames the concept as “on-demand, express transportation,” with vehicles dispatched as needed and capacity adjustable in real time.
Stations could be built underground or above ground with ramp access into tunnels. The documents also referenced potential future integration of a configurable Robovan for passengers and cargo, though capacity projections for the Orlando tunnels have not yet been disclosed.
The proposal states that the Loop can integrate “easily into environmentally sensitive areas,” but it does not provide detailed mitigation plans for Central Florida’s high water table and limestone geology, which is susceptible to sinkholes. The company has stated that it intends to hire an Orlando-based geotechnical firm to evaluate soil conditions.