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Overall, I’d say it has been a good week for electric vehicles.
The Porsche Taycan had more than just a moment in the spotlight, really. It kicked up all sorts of discussion about where EVs are headed and brought in some healthy debate about where things should be headed. I believe there’s an old saying that goes, “There’s no such thing as bad publicity,” which is probably debatable; however, as far as EV awareness goes, even the most skeptical takes on Porsche vs. Tesla vs. the rest arguably does more to spread consumer curiosity than the most expensive and extensive marketing campaigns.
I know the Taycan has been discussed to death at this point, but I do find it interesting what its final debut meant in the big picture. Despite everything that the $TSLAQ crowd tries to drag Tesla through the mud about, here is a luxury sports car maker with a decades-long, hard-earned reputation spending serious time and effort developing an amazing electric car. It’s not a compliance car to meet some sort of regulatory requirement. It’s not just an “option” built to prove the company is eco friendly or whatever term makes people feel warm and fuzzy about their purchase. It was built to be an EV worthy of sharing the stage with its award-winning, legendary, gas-powered brethren.
I think Elon Musk’s subsequent attentions to the Taycan added to the publicity benefits EVs were experiencing as well. Silliness aside, Tesla’s new challenge to take on the Taycan’s Nürburgring record validated what Porsche had achieved and validated Tesla’s success in spreading its message that EVs really are the future of automotive transportation. Tesla fans are no longer just cheering on the brand’s drag race wins over legacy cars. There’s a new “normal” on its way where electric is competing with electric, and the finer details about the cars will matter rather than just the source of power.
The timing of these recent events seems to be well placed in light of, say, Europe’s upcoming regulations regarding CO2 reductions for vehicles. Reading the news about various car makers’ struggles to comply with the rules and the foot dragging that’s been going on, it seems to me like there’s at least some confidence that serious efforts to make good electric cars is underway.
Personally, it took a while to understand the hubbub about EVs because of the poor efforts of car makers in the past. They sounded impractical, held very little value once purchased, and could only be driven until the batteries went bad, essentially. I mean, if it weren’t for writing about Tesla as a reporter, I would have thought any EV built to meet government regulations was going to be crud and held off as long as possible before buying one. Sometimes I wonder if European customers worry about the same thing after so many legacy car makers have come out with lackluster EVs, assuming their budget doesn’t allow for a Tesla.
The Taycan seems to give some hope that “compliance” may be out the window soon. Now that there’s another serious EV out there, everyone else risks looking…lazy? Uninterested in customer satisfaction? Innovatively challenged? With both Tesla and Porsche blowing through stereotypes, other car makers have to shelve their excuses and figure things out.
Then there’s Rivian continuing to make progress towards entering the arena as well. Most recently, the startup announced a $350 million dollar investment from Cox Automotive meant to focus on customer experience. It’s the third big investment for the company that’s working on some serious electric pickup trucks and SUVs. I know we still have yet to see their cars enter production, but the prototypes and show models are pretty impressive already. They’re yet another company putting legacy auto on notice that the compliance days are over.
Ford seems to have gotten the message with its $500 million dollar Rivian investment, so there are sprinkles of hope here and there I suppose. Perhaps Audi’s tiny-range e-tron that was recently announced will produce enough customer results to encourage production of really good EVs with a win-win balance. All customers get great cars, and car makers can find a better price point by reducing the parts that cost the most, i.e., the batteries. Just brainstorming here…
But regardless, considering the Tesla and Porsche banter and Rivian’s news this week, I’d say EVs came out with winning headlines overall. “Power” to the future? Sorry… I’m a sucker for cheesy 80s mantras.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Lifestyle
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.
A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.
The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.
En route with @tesla_semi pic.twitter.com/ZfuOjaeLH1
— Tesla Robotaxi (@robotaxi) May 7, 2026
This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.
The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”
Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.
Elon Musk
Tesla owners keep coming back for more
Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.
Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.
The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.
What keeps Tesla owners coming back has a lot to do with the and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing. Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.