News
Tesla’s success ushers in a new era of electric flight
Electric flight may not be as far away as we once thought. In the next decade, aircraft are set to see dramatic changes as companies both large and small work to bring fully electric and hybrid flight to market. Airlines, manufacturers, and startups all seem to be moving towards this goal (see below). The race is clearly on and it will change the way we think about flight.
Yet as it was for the introduction of electric vehicles, the first aircraft is short range and seat just a few passengers. Their applications today are limited but to think the industry will stay in this nascent stage would be a mistake. Successes in these small and short-range aircraft will translate forward into larger and longer-range aircraft. The companies that find success here will emerge as leaders in a new era of electric flight.

Companies working on electric flight
On the Market Today:
First, it’s important to appreciate that only recently have small electric powered aircraft gone from concepts to commercial use.
Pipistrel’s Alpha Electro is one of these all-electric aircraft. It’s meant primarily for pilot training and just received its airworthiness certification from the FAA in April 2018, becoming the first in the USA to do so. The Alpha Electro only seats two people and is good for an hour of flight plus reserves. That might not sound like much but it could be disruptive. Pipistrel says the aircraft cuts beginner pilot training costs by as much as 70% while producing zero emissions and low noise.
In China, the Ruixiang RX1E is a similar style trainer sold there commercially. They also have a new, longer-range model that was recently tested, the RX1E-A. With a two-hour flight time the new version doubles its previous capabilities. At this size of aircraft the technology is getting close to parity with comparable gasoline-powered aircraft, like the Cessna 162 which has a flight time of about three hours.
Full parity might be here sooner than you think. Coming small electric aircraft have better specs and more seating, with many nearly ready for certification (pictured below). Pipistrel has their Panthera (top right), which will hold four passengers and will come in options for combustion, hybrid, and all-electric powertrains. There’s also BYE Aerospace in Colorado, which has a four-seater in development and just completed the first test flight of the two-seater Sun Flyer 2 — it has a flight time of 3 hours. Ruixiang also announced they have a 4-seater aircraft in development. The other important consideration is that their initial costs appear to be comparable to combustion options as well.

Pipistrel Alpha Electro (top left), Pipistrel Panthera (top right), Ruixiang RX1E-A (bottom left), BYE Aerospace Sunflyer 2 (bottom right)
Looking at these options, some will say that an electric aircraft is an isolated niche and for now, that’s mostly correct. These are small aircraft with limited applications. Yet when the Nissan Leaf and even the Tesla Roaster first came out many believed electric cars were a niche technology too. The range was too short, seating was too small, and costs were too high to realistically consider the technology going mainstream. Now we are in the midst of a market transformation, with automakers pouring billions into their EV programs and countries announcing they are phasing out combustion vehicles.
Market Transformation – Near-Term Preproduction:
The next major step for electric flight appears to be in small commuter aircraft. Aircraft that weigh less than 12,500 lbs, carry 5 to 20 passengers and travel up to 750 miles. In addition to regional commuter needs, they may also serve recreational and business purposes. If small aircraft are like the Tesla Roadster then these are like the Model S. They have more seats, longer range, and are made in higher volumes.
The use case of short range regional commuters is almost perfect for electrification. Much of their flight is spent just getting up to altitude, where cruising achieves the greatest efficiency. The time spent cruising however is relatively short and the result is that such regional flights are inherently less efficient than those over greater distances. On the plus side the high operating costs are a great opportunity for electrification. Consider that a turbine engine achieves an efficiency of around 55% at cruising, but on ascent that efficiency can drop by half (~25%). By comparison, an electric motor has efficiencies greater than 95%.
One of the companies working to electrify these regional aircraft is Wright Electric, based out of Los Angeles. They recently announced plans to bring to market a 9-seat electrified aircraft with a range of at least 340 miles. According to their website that would cover the distance of nearly 44% of all flights. The announcement is part of their new partnership with JetEx, a fixed-base operator based in Saudi Arabia with operations in over 30 countries. I recently spoke with Wright Electric’s CEO Jeff Engler about their coming aircraft and where he see’s the industry going. The first thing that surprised me is that their aircraft could be on the market very soon.
“We are certain that the first flight test will take place next year. It could be on the market in just over two years.” – Jeff Engler, CEO of Wright Electric
That means that sometime towards the end of 2020 or beginning of 2021 they could be in their air, operating with paying customers.

Wright Electric / JetEx
Their aircraft is intended for intercity travel and recreational activities Jeff said, but it’s not the end goal. In fact, their approach may be familiar to fans of electric cars.
“Our plan is similar to the Tesla approach, in the sense that they started with the Roadster and then scaled up to larger more mass market vehicles. Our first plane to market will be a premium aircraft meant to travel short distances with a small number of passengers… perfect for intercity flights and recreational activities like skydiving. This initial program is the springboard for development of larger longer-range aircraft”. – Jeff Engler, CEO of Wright Electric
In regards to the technology Jeff said they are developing the hybrid and all electric powertrains concurrently. He noted that battery advancements will dictate the transition to fully electric flight but in the interim, hybrid solutions will significantly reduce fuel costs, noise, and pollution. With restrained enthusiasm, he was cautiously optimistic about the coming advances in battery technology. Yet battery technology isn’t holding them up.
The beauty of hybrid options is that as batteries improve they can be seamlessly integrated into the design, allowing more of the flight to be electric. For their electric hybrid, Wright Electric likes to use the term “helper motor”. A helper motor can run hard during takeoff and ascent to help bring the aircraft up to altitude, thereby reducing the burden on the combustion engines, improving overall efficiency, and reducing fuel consumption. Once at altitude, the combustion engines can take over, where they operate most efficiently.
Even without being fully electric hybrid aircraft would have surprising benefits to fuel economy, pollution, and noise. Wright Electric has estimated the potential for reducing fuel use by nearly 2/3’s, while fellow electric aircraft startup Zunum Aero indicated 40% to 80% operating savings. Zunum Aero also noted a potential 70% reduction in community noise.
More Regional Commuter Aircraft are Coming Too:
Wright electric isn’t the only one working in this space. Other startups are also pushing the industry forward and they’ve partnered with established manufacturers and airlines to help make it happen. It’s similar to the approach Tesla took early on by partnering with established companies like Daimler and Toyota, and even in their recent developments of the Semi.
Zunum Aero is another one of the leaders in the electric aircraft space, based out of the west coast near Seattle. They are developing a 12-seat hybrid-electric, with a targeted range of over 700 miles. First test flights are targeted for 2019 and commercial operation is planned for 2022 (pictured below). Their partners include Boeing and JetBlue and just last week JetSuite announced they would order up to 100 of Zunum’s hybrid aircraft.
Eviation Aircraft is an Israel based company and has great ambitions for their first aircraft named “Alice”. It will be a 9-seat 650 mile aircraft and most importantly “all-electric”. They are targeting brining it to market by 2021. Is all-electric flight on that scale possible by 2021? They’ve said the aircraft will use a 950 kWh battery and just recently signed Kokam as their battery supplier, so they seem to be serious. I hope they make it happen. Alice is gorgeous.

Zunum Aero (top), Eviation Aircraft (bottom)
Other Exciting Developments Coming Soon:
In the heavyweight division Airbus, Siemens, and Rolls-Royce have their own partnership, working together on their E-Fan X after the successful small electric E-Fan program. The E-Fan X will be a hybrid demonstrator aircraft based on the 100-seat BAe146. The first test flight is planned for 2020 and they are looking to bring a similarly sized hybrid aircraft to market sometime around 2030. Originally they were going to bring a small electric trainer based on the E-Fan to market in 2017 or 2018 but said the pace of development has set their ambitions upwards. There’s also Airbus’s subsidiary A3 which is working on a small all-electric vertical takeoff and landing aircraft.

E-Fan X
Vertical takeoff and landing aircraft are extremely interesting. They could be the biggest disrupters of all (covered in more detail in a follow up article, part 2). They too seem to be much closer than people think. For flying short distances they don’t actually need massive advancements in battery technology. Norway’s Avinor, their national aircraft operator, seems to indicate the mid 2020’s for practical operation.
Companies like Uber, Lilium, Kittyhawk, A3, and many more are developing electric aircraft capable of vertical takeoff and landing. They look more like flying cars than airplanes and that seems to be the point. These “air-taxis” are meant for hyper-local travel. Something you would hop onto downtown and take to get to across the city or to another nearby city. Lilium is a relatively new startup, founded in 2015, but has already made significant advancements in the space. They’ve already had their first full-scale test flight which is viewable below. Watching it lift off is almost magical. They brought on former Ferrari designer Frank Stephenson to head their design program and raised $90M to proceed with further development.
Lilium VTOL
Final Thoughts and Intro to Part 2
For fully electric flight a lot depends on batteries, but the technology is already finding applications in short-range, small aircraft. Increasing larger hybrid aircraft are also set to see their application in the real world in just a few years and will yield substantial benefits of their own. These moves should not be discounted. They are a prelude of what’s to come.
At this point, you may be wondering exactly what are the benefits of electric flight. That’s the focus of the second part of this article, coming out soon. They are substantial and will drive the industry forward with haste.
Elon Musk
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
News
Tesla Cybercab gets a for sale date at last
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.