Out of every 10 electric cars registered in the United States in 2020, nearly eight of them were built by Tesla.
New data from Automotive News shows that Tesla owned 79% of the total EVs registered in the U.S. in 2020, leaving only 21% for the other manufacturers to divide up between themselves. This overwhelming domination is also followed by somewhat obvious premonition: Tesla’s four currently-offered electric cars made up four of the top five spots. With the Chevy Bolt EV taking third, the Model 3, Model Y, Model X, and Model S took first, second, fourth, and fifth place, respectively.
Tesla’s Domination of the U.S. EV Sector
It is no secret Tesla has dominated the EV sector across the world. With its industry-leading software, battery tech, and performance specifications, if someone is going to buy an electric car, it should be a Tesla most of the time. U.S. consumers agree with this statement, especially after nearly 80% of all EVs in the United States in 2020 were built by the Elon Musk-headed company. Tesla’s dominant charge was led by the Model 3, as it was registered 95,135 times in 2020, according to the data. The Model Y came in second with 71,344, the Model X in fourth with 19,652, and the Model S in fifth with 14,430.
It is no surprise the Model 3 and Model Y, Tesla’s two most affordable cars, dominated the table. The third-place Chevy Bolt EV trailed the second-place Model Y by 51,680 units, making it a head-and-shoulders lead by the two Tesla vehicles.
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The Model Y and Model 3 are comparable with the same overall look and interior design, one is just slightly more prominent as the Y is a crossover. The Model 3 sedan is no joke either, mainly because it is the most popular EV globally. Its affordability, versatility, and three offered variants make it the ideal choice for basically anyone who has any desire. Whether it’s a daily driver or something to take on speedy weekend drives, the Model 3 fits the bill for nearly anyone.
Growth filed in by manufacturing
Tesla saw a 16% increase in vehicle registrations in 2020 compared to 2019. With more cars being offered, it is no surprise that there is some growth in terms of the U.S. market. The Model Y finally gave Tesla the chance to compete in a highly-competitive crossover SUV market. With more people under the impression that electric powertrains are the way to go, Tesla shouldn’t see any declines for the foreseeable future. However, the company will have to deal with increased demand through a series of production plant projects. One of which is already underway in Austin, as Giga Texas nears its first production runs scheduled for this Summer.
Elon Musk has plans to open a third production facility sometime within the next few years. In an interview with Automotive News in 2020, the Tesla CEO indicated that the next U.S.-based facility would be operating in the Northeast region of the United States. This would effectively allow all three plants to control the United States in thirds: Fremont would take care of S and X production as a whole, but 3 and Y builds would stay in the Western-third of the country. Giga Texas will control the center of the U.S., and the unannounced third U.S. Gigafactory would take care of owners and orderers in the Eastern third of the country.
Musk said:
“I think at some point, there will be a third Gigafactory [in the U.S.]. I’d imagine, you know, closer up North, Northeast, most likely.”
Production efficiencies have also been a major point of focus for Tesla as manufacturing has been an issue that Musk intends to improve upon constantly. The company has made several moves toward automation and has used things like the Giga Press to improve manufacturing efficiency. It eliminated 69 total parts from the Model Y’s rear casting, increasing quality while decreasing the time spent to build a single cast. Eventually, Musk says the Model 3 will also use a single-piece casting.
Tesla will have its work cut out for it within the next several years. With new manufacturers like Rivian and Lucid joining the EV sector this year, Tesla will have its first batch of all-electric competition in the U.S.
News
Rolls-Royce makes shocking move on its EV future
When Rolls-Royce unveiled its first all-electric model, the Spectre, in 2022, former CEO Torsten Müller-Ötvös declared the brand would cease production of internal combustion engine vehicles by the end of the decade.
Rolls-Royce made a shocking move on its EV future after planning to go all-electric by the end of the decade. Now, the company is tempering its expectations for electric vehicles, and its CEO is aiming to lean on its legacy of high-powered combustion engines to lead it into the future.
In a significant reversal, Rolls-Royce Motor Cars has scrapped its ambitious plan to become an all-electric manufacturer by 2030. The luxury British marque announced the decision amid sustained customer demand for traditional combustion engines and shifting regulatory landscapes.
When Rolls-Royce unveiled its first all-electric model, the Spectre, in 2022, former CEO Torsten Müller-Ötvös declared the brand would cease production of internal combustion engine vehicles by the end of the decade.
The move aligned with the industry’s broader push toward electrification, promising silent, effortless power befitting the “Rolls-Royce of cars.”
However, new CEO Chris Brownridge, who assumed the role in late 2023, has reversed course. “We can respond to our client demand … we build what is ordered,” Brownridge stated.
The company will continue offering its iconic V12 engines, which remain a cornerstone of its heritage and appeal to discerning buyers who appreciate the distinctive sound and character. He noted the original pledge was “right at the time,” but “the legislation has changed.”
While not abandoning electric vehicles entirely, the Spectre remains in production, with an electric Cullinan option forthcoming; the decision marks the end of a strict all-EV timeline. Relaxed emissions regulations and slowing EV demand, evidenced by a 47 percent drop in Spectre sales to 1,002 units in 2025, forced the reconsideration.
It was a sign that perhaps Rolls-Royce owners were not inclined to believe that the company’s all-EV future was the right move.
Rolls-Royce joins a growing roster of automakers reevaluating aggressive electrification targets.
Fellow luxury brand Bentley has pushed its full electrification from 2030 to 2035, while continuing to offer hybrids and ICE models. Mercedes-Benz walked back its 2030 all-EV goal, now aiming for about 50% electrified sales while keeping combustion engines into the 2030s. Porsche has abandoned its 80% EV sales target by 2030, delaying models and extending hybrids.
Mainstream giants are following suit. Honda canceled its U.S. EV plans, including the 0-Series and Acura RSX, facing a $15.7 billion hit as it doubles down on hybrids. Ford and General Motors have incurred tens of billions in writedowns, canceling models and pivoting to hybrids amid an industry total exceeding $70 billion in charges.
This trend reflects a pragmatic shift driven by infrastructure gaps, consumer preferences, and policy changes. In the ultra-luxury segment, where emotional connection reigns, automakers are prioritizing flexibility over rigid deadlines, ensuring brands like Rolls-Royce evolve without alienating their core clientele.
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Elon Musk teases expectations for Tesla’s AI6 self-driving chip
This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.
Tesla CEO Elon Musk is outlining expectations for the AI6 self-driving chip, which is still two generations away. Despite this, it is already in the plans of the company and its serial entrepreneur CEO, who has high expectations for it.
Musk provided fresh details on the company’s aggressive AI hardware roadmap, spotlighting the upcoming AI6 chip designed to supercharge Tesla’s self-driving tech, humanoid robots, and data center operations.
In a post on X dated March 19, Musk stated, “With some luck and acceleration using AI, we might be able to tape out AI6 in December.”
With some luck and acceleration using AI, we might be able to tape out AI6 in December
— Elon Musk (@elonmusk) March 19, 2026
This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.
The announcement builds on progress with the predecessor AI5. Earlier in January, Musk announced that the AI5 design was “in good shape” and “almost done,” describing it as an “existential” project for the company that demanded his personal attention on weekends.
He characterized AI5 as roughly equivalent to Nvidia’s Hopper class performance in a single system-on-chip (SoC) and Blackwell-level as a dual configuration, but at significantly lower cost and power usage.
Elon Musk is setting high expectations for Tesla AI5 and AI6 chips
Musk highlighted that AI5 “will punch far above its weight” thanks to Tesla’s co-designed AI software and hardware stack, making maximal use of every circuit. While capable of data center training tasks, it is primarily optimized for edge computing in Optimus robots and Robotaxi vehicles.
For AI6, Musk envisions substantial gains. “In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5,” he explained.
The company is targeting ambitious nine-month development cycles for future chips, allowing rapid iteration to AI7, AI8, and beyond. AI5/AI6 engineering remains Musk’s top time allocation at Tesla, with the CEO calling AI5 “good” and AI6 “great.”
Samsung is expected to manufacture the AI6 chips, following deals worth billions, while AI5 will leverage TSMC and Samsung production. These chips will form the backbone of Tesla’s Full Self-Driving system, enabling safer and more capable autonomy, alongside powering dexterous movements in Optimus bots and efficient inference in expanding data centers.
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Musk has also restarted work on the Dojo 3 supercomputer project now that AI5 is progressing. Long-term plans include in-house manufacturing via the Terafab facility.
By accelerating chip development with AI tools, Tesla aims to reduce dependence on third-party GPUs and deliver high-performance, energy-efficient solutions tailored to its ecosystem. Success with AI6 could mark a major milestone in Tesla’s journey toward full autonomy and robotics leadership, though timelines remain subject to manufacturing realities.
Elon Musk
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Space Force drops ULA for SpaceX on GPS launch after Vulcan rocket anomaly investigation halts flights.
The U.S. Space Force announced today it is switching an upcoming GPS III satellite launch from United Launch Alliance’s Vulcan rocket to a SpaceX Falcon 9, a move that is as much a reflection of Vulcan’s mounting problems as it is a validation of SpaceX’s growing dominance in national security space launch. The GPS III Space Vehicle 09, originally contracted to fly on Vulcan this month, will now target a late April liftoff on Falcon 9, marking the fourth consecutive GPS III satellite the Space Force has moved to SpaceX after contracts were originally awarded to ULA.
The immediate trigger is a solid rocket motor anomaly that occurred on February 12 during Vulcan’s USSF-87 mission. Although the payloads reached orbit and ULA declared the mission successful, the company characterized the malfunction as a “significant performance anomaly” and has since paused all military launches on Vulcan pending a root cause investigation.
“With this change, we are answering the call for rapid delivery of advanced GPS capability while the Vulcan anomaly investigation continues,” said Systems Delta 81 Commander Col. Ryan Hiserote. “We are once again demonstrating our team’s flexibility and are fully committed to leverage all options available for responsive and reliable launch for the Nation.”
The broader reality is that SpaceX’s reliability record and launch cadence have made it the path of least resistance for the Pentagon, and bodes well with Elon Musk’s plans to IPO SpaceX sometime this year. Its Falcon 9 is the most flight-proven rocket in history, and the Space Force’s Rapid Response Trailblazer program was specifically designed to enable exactly this kind of provider swap for GPS missions, and effectively building SpaceX’s flexibility into the national security launch architecture by design.
For ULA, the stakes are existential. The company entered 2026 with aspirations of finally turning a corner after years of Vulcan delays, with interim CEO John Elbon pointing to a backlog of over 80 missions as reason for optimism. Meanwhile, SpaceX’s contracts with the Space Force have given it a formal pathway to take on even more national security launches going forward.
The significance of today’s announcement extends beyond one satellite swap. It reinforces that America’s most critical space infrastructure, including GPS, missile warning, and beyond, is increasingly dependent on a single commercial provider.
Rolls-Royce makes shocking move on its EV future
Elon Musk teases expectations for Tesla’s AI6 self-driving chip
