During the Q2 2021 Earnings Call Update Letter released in late July, Tesla revealed that the Semi program would be delayed once again due to battery cell constraints and supply chain bottlenecks. However, developments regarding the Semi’s charging system still move forward, and one document from Ideanomics subsidiary WAVE proposes an extreme fast-charging system that would provide speeds of 500 kW and 1 MW. It would be void of cables, wires, and implanted directly into the roadway, providing power without having to plug in.
WAVE, an acronym for Wireless Advanced Vehicle Electrification, is owned by NASDAQ-listed company Ideanomics. WAVE develops high-power inductive charging solutions, but not for things like cell phones. They develop these charging systems for medium and heavy-duty vehicles, and the Tesla Semi may be one of the first vehicles to utilize the technology.
In the document, WAVE shares that extreme fast-charging systems are a sub-category of the company’s primary 250 kW business. However, it aims to develop 500 kW and 1 MW-capable wireless electric vehicle chargers for large-scale commercial vehicles using a primary coil embedded in the roadway and a receiving coil within the truck. Power would then be transferred using magnetic fields that are created by using a resonant inverter to create high-frequency AC currents to energize a charging coil. The energy from the coil underground would transmit energy to the truck, providing a charge without plugging in.
The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
WAVE specifically mentions the strengths of the system and how it could benefit the Tesla Semi, in particular. The document states:
“The current state-of-the-art drayage truck charging features primarily conductive chargers. The recently announced Tesla Semi concept design has the largest advertised range of 500 miles with a target 80% charge in 30 minutes. The battery pack is estimated to be at least 800 kWh (likely much higher to cover full load and all conditions) and must have a target charge rate of at approximately 1.5 MW. The system under development via the US DOE contract of charging an electric drayage truck at extreme fast-charging power levels will be the fastest charger by a significant margin.”
$IDEX The WAVE W-XFC is mentioned here with the advanced battery pack for the Tesla Semi as an example
-This very high power wireless charging system, COUPLED w/ AN ADVANCED BATTERY PACK that supports high rate charging will allow MD/HD trucks/buses to be charged in 20-30 minutes pic.twitter.com/yPtuD0VhyM— Konahuanui Investments (@konahuanui) August 6, 2021
This will be possible through WAVE’s recently-developed wireless charging system that can transfer up to 250 kW for bus charging at a distance of 250 millimeters, or 10 inches. “This is achieved by using a scalable modular approach. For this project, WAVE will increase the power level to 500 kW.”
WAVE can achieve the increased power level by increasing the power rating and density of the electronics and the coil design. Uses for the idea can be applied to “a number of urban applications,” and WAVE indicates that it won’t be a technology exclusive to Class 8 vehicles.
Tesla has been developing the Megacharger for the Semi for several years and has achieved some impressive specs ahead of the vehicle’s release. In 2017 at the Semi’s unveiling event, CEO Elon Musk said that Tesla would install a global network of solar-powered Megachargers that could provide 400 miles of range in just 30 minutes. An output of over 1 MW would make this possible, but to avoid potential dangers due to high energy output, Tesla filed for liquid-cooled charging connectors. Tesla uses something similar in its V3 Superchargers.
Yesterday, WAVE was awarded a contract to develop wireless inductive charging solutions by government organization Sourcewell.
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Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
