Tesla cut prices again this morning, and competitors, who have decided to either take the same strategy by slashing prices themselves or have chosen not to play into Elon Musk’s game, are in a weird and awkward position.
Tesla Model S and Model X units were the most recent vehicles in the automaker’s lineup to receive price cuts. While these vehicles only make up roughly 5 percent of Tesla’s overall sales volume based on last year’s sales figures, the price cuts give automakers with competing models another thing to think about.
Tesla Model X and Model S get price reduction in the United States
For startups, there are few that can even think about cutting costs at this point. Companies like Rivian, Lucid, and Lordstown are unable to shave prices currently and at the drop of a hat like Tesla. Every dollar and every sale right now counts, and there is not much wiggle room.
For traditional companies, the wiggle room on pricing for EVs is also extremely small. Ford, for example, while announcing plans to increase production of popular EV models this weekend, is still struggling with availability.
If you went to a Ford, GM, or other legacy dealership right now and tried to order a car, it might be extremely difficult, and people who just bought cars don’t want to see that their vehicle was just subjected to a price cut of thousands of dollars. When Ford cut Mustang Mach-E prices earlier this year, owners who took delivery just before the decreases were not pleased, and the automaker couldn’t do much to appease them.
Tesla’s strengths are plentiful, and they expand across nearly every part of its business. Its charging infrastructure is strong, the company can get you a car in a matter of a few weeks, and its pricing can be adjusted at any moment.
If it needs to adjust prices to make margins a little more appealing to investors and analysts, it can. If it needs to spike demand with a dramatic cut like it did this morning, it can do that too. It’s not a perfect company, though. Service and Customer Communications for Tesla are incredibly weak; it is one of the most publicly-criticized portions of the company. Despite that, people continue to buy Teslas in droves.
With another Tesla price cut, companies are in a serious pickle. Tesla could decide in a week to cut prices again, making consumers more prone to choose their product over another. The advantages go past price, but what that number says is the first thing consumers look at when considering a vehicle. The lower they get, the more attractive they become to consumers.
Why Tesla dropped the prices of the Model S and Model X is unknown, but Gary Black seems to believe the move is to encourage more sales of the flagship vehicles, which, as previously mentioned, do not contribute to the company’s overall sales volume very much.
.@Tesla is cutting prices for the second time this year. But investor @garyblack00 tells @SaraEisen that he’s not worried about demand, explaining that they’re trying to adjust prices to encourage growth for the Model S & X vehicles. pic.twitter.com/zOobHZDRJE
— Squawk on the Street (@SquawkStreet) March 6, 2023
However, there are other things: Model X vehicles are being equipped with the new Hardware 4 computer, Tesla has tried to get Free Supercharging-equipped cars off the roads, and it could be another way to push sales upward.
Whatever the reasoning is, Tesla put competitors in another weird spot. With the constant price changes that occurred earlier this year, there was already doubt in place about what competitors could do to remain competitive. The most recent adjustment in prices makes things even more difficult and reminds everyone that Tesla is ultimately the king of the hill.
Disclosure: Joey Klender is a Tesla Shareholder.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Tesla has launched a new color at Gigafactory Berlin in Germany, home of the company’s “world-class paint shop,” as Elon Musk once called it.
Bringing a new color to Tesla’s Model Y, there are now five available colors for those who will receive a vehicle from Gigafactory Berlin, with four of them being colors offered in other markets.
However, there is now one distinct color that is only available in Germany: Marine Blue.
🚨 Tesla has launched “Marine Blue” in select European countries
It is the third shade of blue Giga Berlin produces. It costs $1,500 pic.twitter.com/pVDWdNeBSJ
— TESLARATI (@Teslarati) October 10, 2025
Priced at €1,300, Marine Blue will cost the same as both Diamond Black and Stealth Grey, while Quicksilver and Ultra Red are available for double the price.
It is the third shade of blue Tesla offers across its lineup, as Deep Metallic Blue and Glacier Blue are also offered, but in other markets.
Tesla has routinely flexed Giga Berlin for having the most advanced paint shop throughout its factories, and it has produced some interesting colors over the past few years, some of which were truly awesome.
Tesla Giga Berlin is getting a world-class paint shop, new color ‘layers’ to come
In 2020, Musk said, “Giga Berlin will have the world’s most advanced paint shop, with more layers of stunning colors that subtly change with curvature.”
He also detailed the company’s plans to upgrade the Fremont and Shanghai paint shops. Gigafactory Texas was not yet unveiled. Tesla has worked to improve those facilities, especially in Fremont.
It was able to roll out the new Diamond Black color earlier this year.
However, Giga Berlin seems to remain the standard in terms of paint for Tesla. It routinely offers new colors.
For example, back in 2022, Tesla rolled out its familiar Quicksilver color for the Model Y, while also introducing Midnight Cherry Red, a color close to burgundy. However, the company chose to discontinue the color after determining internally that customers no longer wanted to buy it.
Midnight Cherry Red was removed as an option earlier this year, likely to make way for the development of the new Marine Blue.
News
Tesla Autopilot visualization gets big upgrade with tons of new additions
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.
Tesla’s Autopilot visualization just got a big upgrade as the company added tons of new additions to what it will be able to render in terms of a vehicle’s surroundings.
The AP visualization shows up on the center touchscreen and illustrates the surroundings of the cars. It has gotten better in recent years, as it is able to outline types of vehicles, pedestrians, animals, and more.
Tesla just fixed a four-year-old bug with Full Self-Driving visualization
However, it still does not have every single application, and acquiring them will take some time. If an object or vehicle is visible to the vehicle but an accurate render is not available, the car will instead pick whatever is closest.
For example, I passed an Amish family yesterday in Lancaster, PA, and instead of illustrating the horse and carriage, it simply showed a small box truck.
In an effort to make the Autopilot and Full Self-Driving suites more robust and accurate, Tesla has added a substantial amount of vehicle renders, which will become available in the coming weeks.
The visualizations were found by Tesla hacker @greentheonly, who posted them on X.
The new visualization renders are:
- Ambulance
- Firetruck
- Garbage Truck
- Schoolbus
- European Semi Truck
- Golf Cart
- Person on a Scooter
- Person on a Skateboard
- Stroller
- Street Sweeper
- Three-Wheeler
- Trailer
- Train
- Tram
- Person in a Wheelchair
Here is an image with all of the Autopilot visualization renders:
Credit: Green
The visualization is a crucial part of manual operation and can be considered a distinct advantage that Tesla has over other companies.
It continues to be an effort that Tesla invests heavily in, as it keeps refining the suite and making it more robust with additional visualizations and animations.
Recently, it was revealed that Tesla is planning to utilize Unreal Engine for driver visualization to create a realistic depiction of the vehicle’s environment. Tesla has not yet confirmed this, but coding found with the Model S and Model X showed it could be coming in the near future.
Tesla dominated the sales figures for electric vehicles in the third quarter in the United States, but there was one disappointment: the Cybertruck.
As a whole, the EV industry benefitted from the loss of the $7,500 EV tax credit in Q3, which was something many expected. As the credit expired, consumers rushed to showrooms to take the credit and remove $7,500 from the purchase price of their new vehicle.
Will Tesla thrive without the EV tax credit? Five reasons why they might
It was a very interesting time for many companies as they scrambled to figure out how to push as many vehicles out the door as they could in preparation for the tax credit’s removal. In typical fashion, Tesla was able to top every manufacturer and secure a dominating portion of the overall market in Q3.
However, some other OEMs pulled out some surprises, including Chevrolet, Honda, and Ford, which managed to get two vehicles in the top 10, as many as Tesla.
Cox Automotive compiled the data in its Q3 Electric Vehicle Sales Report:
- Tesla Model Y – 114,897
- Tesla Model 3 – 53,857
- Chevrolet Equinox EV – 25,085
- Hyundai Ioniq 5 – 21,999
- Honda Prologue – 20,236
- Ford Mustang Mach-E – 20,177
- Volkswagen ID.4 – 12,470
- Audi Q6 e-tron – 10,299
- Ford F-150 Lightning – 10,005
- Rivian R1S – 8,184
10.5 percent of the automotive sales in the U.S. in Q3 were electric, a new record that surpasses that of Q3 2024, where the total share of sales for EVs was 8.6 percent.
Now, the disappointment that is evident from this list is the fact that there is no Tesla Cybertruck listed. That’s because it was the second-best-selling EV pickup on the market. The company sold 5,385 Cybertruck units in Q3.
The Cybertruck has been a vehicle that has confused many Tesla fans and owners, especially considering the company had such stratospheric expectations for the vehicle while it was in development. Reservation trackers had the truck sitting between one million and two million orders, but it has not lived up to that.
Pricing is the main issue with Cybertruck. Tesla introduced the pickup with Single, Dual, and Tri-motor configurations, priced at $39,990, $49,990, and $69,990. Those price points are simply a thing of the past.
🚨 Tesla Cybertruck was the second-best-selling EV pickup in Q3, Cox Automotive data shows.
It was only outsold by the Ford F-150 Lightning, which sold 10,005 units for the quarter.
Cybertruck had 5,385 sales. pic.twitter.com/Q2gnUbF6bk
— TESLARATI (@Teslarati) October 13, 2025
Tesla launches new color from Gigafactory Berlin
Tesla Autopilot visualization gets big upgrade with tons of new additions
Tesla dominates best-selling EVs in Q3, but there’s one disappointment
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