Update: 3:46 PM EST 12/19: Quote from Aptera added to para. 6
Due to recent economic turbulence, the future of solar EVs is being called into question.
This morning, Sono Motors reservation holders were hit with a shocking notification; the company is on the verge of abandoning its solar electric vehicle project due to a lack of funds. A few weeks prior, solar EV brand Aptera announced that they would be making yet another prototype variation and pushing back its production start date. And while Lightyear Motors has begun producing its Lightyear 0 solar EVs, it is far from the scale many hoped for. So is this the end of solar EVs? It’s not immediately clear.
Starting with the announcement from Sono Motors this morning, the message was grim. Despite securing over 20,000 orders, they couldn’t secure the necessary investment to continue the development of their upcoming vehicle. However, this is not the end. At the very least, Sono will continue to produce solar panel technology as they already have been, but they also have another route. Sono is throwing a hail mary play and asking reservation holders to either increase their investment into the company, increase their downpayment, or even share the #savescion tag.
Looking to Aptera, many were optimistic earlier this year when the company showed off the Gamma prototype, a vehicle that at the time was supposedly production ready. Optimism was built further when Teslarati interviewed Aptera CEO Chris Anthony, where the CEO claimed that production would start in early 2023. Now it appears those plans may have changed.
Not only will Aptera be developing another prototype vehicle, the Aptera Delta, but production has become funding-dependent. And even with the funding, the company will be nine months away from beginning any delivery, according to a recent Aptera webinar.
Aptera Motors sent this comment in response to an inquiry from Teslarati:
Our development plan consists of four phases: Alpha, Beta, Gamma, and Delta. We have efficiently completed the first three phases and are currently in Delta, the final phase of Aptera’s path to production, which includes: the completion of our production-intent design, systems integration & Delta builds, crash testing and production validation, and lastly, the start of production. Once we meet our funding objectives, we will be able to provide a more accurate delivery timeline. In the meantime, we thank our reservation holders for their patience and continued support.
Finally, the glimmer of hope for solar EVs, Lightyear Motors has begun production of its solar EV in Finland. However, the company has been criticized for its small production volume and morose production timeline, only planning to produce 150 units. The company has defended the move as it plans for the vehicle to demonstrate technology ahead of a mass market option.
What is being seen in the solar electric vehicle space is colloquially called “production hell.” As countless EV startups have come to market over the past few years, there is a reason that essentially only Tesla, Lucid, and Rivian have actually made it to market; production is harrowing, and funding might be even more challenging.
Overall, the sad reality is that these EV startups are going through the gauntlet, and simply due to the challenge of introducing a new vehicle to the market, they are suffering for it. And while many consumers, engineers, and company CEOs have pointed out the benefits of solar EVs, that doesn’t necessarily mean they will make it to the market. Here’s to hoping that each of these manufacturers can work their way out of the woods and bring these remarkable technologies to the market.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
Tesla’s Head of AI, Ashok Elluswamy, says that something that was expected with version 14.3 of the company’s Full Self-Driving platform has already partially shipped with the current build of version 14.2.
Tesla and CEO Elon Musk have teased on several occasions that reasoning will be a big piece of future Full Self-Driving builds, helping bring forth the “sentient” narrative that the company has pushed for these more advanced FSD versions.
Back in October on the Q3 Earnings Call, Musk said:
“With reasoning, it’s literally going to think about which parking spot to pick. It’ll drop you off at the entrance of the store, then go find a parking spot. It’s going to spot empty spots much better than a human. It’s going to use reasoning to solve things.”
Musk said in the same month:
“By v14.3, your car will feel like it is sentient.”
Amazingly, Tesla Full Self-Driving v14.2.2.2, which is the most recent iteration released, is very close to this sentient feeling. However, there are more things that need to be improved, and logic appears to be in the future plans to help with decision-making in general, alongside other refinements and features.
On Thursday evening, Elluswamy revealed that some of the reasoning features have already been rolled out, confirming that it has been added to navigation route changes during construction, as well as with parking options.
He added that “more and more reasoning will ship in Q1.”
🚨 Tesla’s Ashok Elluswamy reveals Nav decisions when encountering construction and parking options contain “some elements of reasoning”
More uses of reasoning will be shipped later this quarter, a big tidbit of info as we wait v14.3 https://t.co/jty8llgsKM
— TESLARATI (@Teslarati) January 9, 2026
Interestingly, parking improvements were hinted at being added in the initial rollout of v14.2 several months ago. These had not rolled out to vehicles quite yet, as they were listed under the future improvements portion of the release notes, but it appears things have already started to make their way to cars in a limited fashion.
Tesla Full Self-Driving v14.2 – Full Review, the Good and the Bad
As reasoning is more involved in more of the Full Self-Driving suite, it is likely we will see cars make better decisions in terms of routing and navigation, which is a big complaint of many owners (including me).
Additionally, the operation as a whole should be smoother and more comfortable to owners, which is hard to believe considering how good it is already. Nevertheless, there are absolutely improvements that need to be made before Tesla can introduce completely unsupervised FSD.
Elon Musk
Tesla’s Elon Musk: 10 billion miles needed for safe Unsupervised FSD
As per the CEO, roughly 10 billion miles of training data are required due to reality’s “super long tail of complexity.”
Tesla CEO Elon Musk has provided an updated estimate for the training data needed to achieve truly safe unsupervised Full Self-Driving (FSD).
As per the CEO, roughly 10 billion miles of training data are required due to reality’s “super long tail of complexity.”
10 billion miles of training data
Musk comment came as a reply to Apple and Rivian alum Paul Beisel, who posted an analysis on X about the gap between tech demonstrations and real-world products. In his post, Beisel highlighted Tesla’s data-driven lead in autonomy, and he also argued that it would not be easy for rivals to become a legitimate competitor to FSD quickly.
“The notion that someone can ‘catch up’ to this problem primarily through simulation and limited on-road exposure strikes me as deeply naive. This is not a demo problem. It is a scale, data, and iteration problem— and Tesla is already far, far down that road while others are just getting started,” Beisel wrote.
Musk responded to Beisel’s post, stating that “Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity.” This is quite interesting considering that in his Master Plan Part Deux, Elon Musk estimated that worldwide regulatory approval for autonomous driving would require around 6 billion miles.
FSD’s total training miles
As 2025 came to a close, Tesla community members observed that FSD was already nearing 7 billion miles driven, with over 2.5 billion miles being from inner city roads. The 7-billion-mile mark was passed just a few days later. This suggests that Tesla is likely the company today with the most training data for its autonomous driving program.
The difficulties of achieving autonomy were referenced by Elon Musk recently, when he commented on Nvidia’s Alpamayo program. As per Musk, “they will find that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.” These sentiments were echoed by Tesla VP for AI software Ashok Elluswamy, who also noted on X that “the long tail is sooo long, that most people can’t grasp it.”
News
Tesla earns top honors at MotorTrend’s SDV Innovator Awards
MotorTrend’s SDV Awards were presented during CES 2026 in Las Vegas.
Tesla emerged as one of the most recognized automakers at MotorTrend’s 2026 Software-Defined Vehicle (SDV) Innovator Awards.
As could be seen in a press release from the publication, two key Tesla employees were honored for their work on AI, autonomy, and vehicle software. MotorTrend’s SDV Awards were presented during CES 2026 in Las Vegas.
Tesla leaders and engineers recognized
The fourth annual SDV Innovator Awards celebrate pioneers and experts who are pushing the automotive industry deeper into software-driven development. Among the most notable honorees for this year was Ashok Elluswamy, Tesla’s Vice President of AI Software, who received a Pioneer Award for his role in advancing artificial intelligence and autonomy across the company’s vehicle lineup.
Tesla also secured recognition in the Expert category, with Lawson Fulton, a staff Autopilot machine learning engineer, honored for his contributions to Tesla’s driver-assistance and autonomous systems.
Tesla’s software-first strategy
While automakers like General Motors, Ford, and Rivian also received recognition, Tesla’s multiple awards stood out given the company’s outsized role in popularizing software-defined vehicles over the past decade. From frequent OTA updates to its data-driven approach to autonomy, Tesla has consistently treated vehicles as evolving software platforms rather than static products.
This has made Tesla’s vehicles very unique in their respective sectors, as they are arguably the only cars that objectively get better over time. This is especially true for vehicles that are loaded with the company’s Full Self-Driving system, which are getting progressively more intelligent and autonomous over time. The majority of Tesla’s updates to its vehicles are free as well, which is very much appreciated by customers worldwide.
Tesla AI Head says future FSD feature has already partially shipped
Tesla’s Elon Musk: 10 billion miles needed for safe Unsupervised FSD
