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Tesla is ending the era of half-hearted, compliance electric cars
Carried forward by the momentum of electric vehicles like the Tesla Model 3, upcoming EVs from experienced carmakers such as Porsche and Volvo are showing a trend in the auto industry — from this point on, the automotive market will be fought with electric cars, and there will be no turning back.
It might be difficult to imagine today considering the success of the Model 3 and the influx of electric vehicles from veteran carmakers, but there was once a time when EVs were mostly half-hearted attempts whose primary purpose was to meet the mandates set by the California Air Resource Board (CARB). The EVs produced during this period even earned a very appropriate moniker — compliance cars. Among these were the Ford Focus EV, GM’s Spark EV, the Fiat 500e, the RAV4 EV, and the Honda Fit EV, all of which were adequate vehicles, but are costly and compromised in range and cargo compared to their gas-powered counterparts.
During the height of the compliance car era, some companies opted to pursue a different path. Among these is Nissan, whose all-electric vehicle, the Leaf, was sold across the United States. The Leaf would go on to be one of the best-selling EVs in the market. Tesla also saw a lot of growth in but a few years, bringing to market the Model X SUV and the Model 3 midsize sedan. Just like the Leaf, Tesla’s electric cars sold well, finding a strong following among consumers for who prefer the company’s no-compromises approach when it comes to the safety, performance, tech, and features of its vehicles. Tesla’s momentum never really stopped, as seen in the earlier-than-expected launch of the $35,000 Standard Model 3 recently.
It could be said that Elon Musk’s tenacity and his stubborn refusal to give up when faced with large challenges is a reason behind Tesla’s success. With Tesla all but proving that there is a demand for well-designed electric vehicles, other carmakers followed suit. In 2018 alone, several electric cars from established manufacturers were released, headlined by the Jaguar I-PACE, the Audi e-tron SUV, and the Mercedes-Benz EQC. Unlike compliance cars of years past, these vehicles were hyped as essential entries into their respective companies’ shift towards electric mobility. Nevertheless, some of these vehicles, such as the EQC, still carried over much of its gas-powered siblings’ characteristics, such as a front trunk full of components.
More recent electric vehicles from experienced carmakers seem to be better-designed. The Polestar 2 from Volvo, for one, proved impressive during its launch. With its dual motors that produce 408 hp, its deep integration of Google’s Android software, and a starting price of $45,000, the Polestar 2 can serve as an alternative for buyers who do not wish to purchase a Model 3. The Porsche Taycan, which is expected to be unveiled later this year, was also carefully designed from the ground-up as a high-performance electric car. Porsche has fully committed to electrification, with the company retiring its diesel lineup in favor of greener options. In the same way that the Polestar 2 can be an alternative to the Model 3, the Taycan can also be the perfect vehicle for buyers who wish to purchase a large sedan that is not a Tesla Model S.
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- Porsche Taycan rendering via TaycanForum.com
The Polestar 2 and the Porsche Taycan. (Photo: Polestar, TaycanForum.com)
If there is anything more that experienced automakers can do, it is to produce their premium electric vehicles in large quantities. Porsche, despite being a low-volume carmaker, is adopting this strategy, with the Taycan’s initial 20,000 a year output being changed to 40,000 per year. Volvo is planning to produce a decent number of Polestar 2 every year as well, with the company planning on an output “north of” 50,000 units per year. This is something highlighted by Elon Musk in a tweet earlier this year, when he noted that Tesla’s competition is “not the small trickle of non-Tesla electric cars being produced, but rather the enormous flood of gasoline cars pouring out of the world’s factories every day.”
Elon Musk will be the first person to remind anyone that Tesla’s primary goal has always been to accelerate the advent of sustainable transport. Considering the influx of electric vehicles from veteran carmakers, as well as seemingly solid entries from younger companies like Rivian, it appears that finally, after years of swimming against the current, the auto industry is finally getting on board with Tesla’s mission. For Elon Musk, at least, it appears that his Master Plan, which outlines his vision for sustainable transportation, is coming together.
Elon Musk
Elon Musk hints Tesla investors will be rewarded heavily
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet,” Musk said.
Elon Musk recently hinted that he believes Tesla investors will be rewarded heavily if they continue to hold onto their shares, and he reiterated that in a new interview that the company released on its social accounts this week.
Musk is one of the most successful CEOs in the modern era and has mammothed competitors on the Forbes Net Worth List over the past year as his holdings in his various companies have continued to swell.
Tesla investors, especially those who have been holding shares for several years, have also felt substantial gains in their portfolios. Over the past five years, the stock is up over 78 percent. Since February 2019, nearly seven years ago to the day, the stock is up over 1,800 percent.
Musk said in the interview:
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet.”
Elon Musk in new interview: “Hold on to your $TSLA stock. It’s going to be worth a lot, I think. That’s my bet.” pic.twitter.com/cucirBuhq0
— Sawyer Merritt (@SawyerMerritt) February 26, 2026
It’s no secret Musk has been extremely bullish on his own companies, but Tesla in particular, because it is publicly traded.
However, the company has so many amazing projects that have an opportunity to revolutionize their respective industries. There is certainly a path to major growth on Wall Street for Tesla through its various future projects, including Optimus, Cybercab, Semi, and Unsupervised FSD.
- Optimus (Tesla’s humanoid robot): Musk has discussed its potential for tasks like childcare, walking dogs, or assisting elderly parents, positioning it as a massive long-term driver of company value.
- Cybercab (Tesla’s robotaxi/autonomous ride-hailing vehicle): a fully autonomous vehicle geared specifically for Tesla’s ride-sharing ambitions.
- Semi (Tesla’s electric truck, with mentions of expansion, like in Europe): brings Tesla into the commercial logistics sector.
- Unsupervised FSD (Full Self-Driving software achieving full autonomy without human supervision): turns every Tesla owner’s vehicle into a fully-autonomous vehicle upon release
These projects specifically are some of the highest-growth pillars Tesla has ever attempted to develop, especially in Musk’s eyes, as he has said Optimus will be the best-selling product of all-time.
Many analysts agree, but the bullish ones, like Cathie Wood of ARK Invest, are perhaps the one who believes Tesla has incredible potential on Wall Street, predicting a $2,600 price target for 2030, but this is not even including Optimus.
She told Bloomberg last March that she believes that the project will present a potential additive if Tesla can scale faster than anticipated.
Cybertruck
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
Tesla’s new Cybertruck offering has had its delivery date pushed back once again. This is now the second time, and deliveries for the newest orders are now pushed well into 2027.
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
🚨 Tesla has updated the $59,990 Cybertruck Dual Motor AWD’s estimated delivery date to April 2027.
First deliveries are still slated for June, but if you order it now, you’ll be waiting over a year.
Demand appears to be off the charts for the new Cybertruck and consumers are… pic.twitter.com/raDCCeC0zP
— TESLARATI (@Teslarati) February 26, 2026
Just three days ago, the initial delivery date of June 2026 was pushed back to early Fall, and now, that date has officially moved to April 2027.
The fact that Tesla has had to push back deliveries once again proves one of two things: either Tesla has slow production plans for the new Cybertruck trim, or demand is off the charts.
Judging by how Tesla is already planning to raise the price based on demand in just a few days, it seems like the company knows it is giving a tremendous deal on this spec of Cybertruck, and units are moving quickly.
That points more toward demand and not necessarily to slower production plans, but it is not confirmed.
Tesla Cybertruck’s newest trim will undergo massive change in ten days, Musk says
Tesla is set to hike the price on March 1, so tomorrow will be the final day to grab the new Cybertruck trim for just $59,990.
It features:
- Dual Motor AWD w/ est. 325 mi of range
- Powered tonneau cover
- Bed outlets (2x 120V + 1x 240V) & Powershare capability
- Coil springs w/ adaptive damping
- Heated first-row seats w/ textile material that is easy to clean
- Steer-by-wire & Four Wheel Steering
- 6’ x 4’ composite bed
- Towing capacity of up to 7,500 lbs
- Powered frunk
Interestingly, the price offering is fairly close to what Tesla unveiled back in late 2019.
Elon Musk
Elon Musk outlines plan for first Starship tower catch attempt
Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
Elon Musk has clarified when SpaceX will first attempt to catch Starship’s upper stage with its launch tower. The CEO’s update provides the clearest teaser yet for the spacecraft’s recovery roadmap.
Musk shared the details in recent posts on X. In his initial post, Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
“Starship V3 SN1 headed for ground tests. I am highly confident that the V3 design will achieve full reusability,” Musk wrote.
In a follow-up post, Musk addressed when SpaceX would attempt to catch the upper stage using the launch tower’s robotic arms.
“Should note that SpaceX will only try to catch the ship with the tower after two perfect soft landings in the ocean. The risk of the ship breaking up over land needs to be very low,” Musk clarified.
His remarks suggest that SpaceX is deliberately reducing risk before attempting a tower catch of Starship’s upper stage. Such a milestone would mark a major step towards the full reuse of the Starship system.
SpaceX is currently targeting the first Starship V3 flight of 2026 this coming March. The spacecraft’s V3 iteration is widely viewed as a key milestone in SpaceX’s long-term strategy to make Starship fully reusable.
Starship V3 features a number of key upgrades over its previous iterations. The vehicle is equipped with SpaceX’s Raptor V3 engines, which are designed to deliver significantly higher thrust than earlier versions while reducing cost and weight.
The V3 design is also expected to be optimized for manufacturability, a critical step if SpaceX intends to scale the spacecraft’s production toward frequent launches for Starlink, lunar missions, and eventually Mars.
Elon Musk hints Tesla investors will be rewarded heavily
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
