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Why Tesla won’t lose sleep over other automakers achieving massive range ratings
Tesla is normally confronted with plenty of interesting and challenging metrics from competitors, especially in terms of range and speed. With the Mercedes-Benz VISION EQXX accomplishing a major feat of over 1,000 kilometers (620 miles) driven on a single charge earlier this week, many may wonder if Tesla engineers are scrambling around attempting to crank out some new EV with 2,000 kilometers of range. I can assure you they are not.
The accomplishments of Mercedes-Benz in its electric vehicle program are not to be slighted. While the luxury automaker is working to develop and ramp its EQ lineup, which will consist of fully and partially electric vehicles, Mercedes is definitely coming out with some pretty interesting and eye-grabbing records and points of strength, especially indicated in its most recent range ratings and assessments of its semi-autonomous driving functionality. Its most recent release from April 13 tells us the story of the VISION EQXX and how it drove 626 total miles on a charge.
“We did it! Powering through more than 1,000 kilometers with ease on a single battery charge and a consumption of only 8.7 kWh/100 km (7.1 kWh per 62 miles) in real-world traffic conditions,” Ola Källenius, Charman of the Board of Management for Mercedes-Benz Group AG, said. “The VISION EQXX is the most efficient Mercedes ever built. The technology program behind it marks a milestone in the development of electric vehicles. It underpins our strategic aim to ‘Lead in Electric.’”
Traveling on a route through Germany and Italy, crossing the towns and cities of Sindelfingen, Gotthard Tunnel, Milan, and Cassis, 11 hours and 32 minutes of driving time ended its 626-mile trek successfully with a single charge.
Erfolgreicher Roadtrip MissionXX – von Sindelfingen über die Schweizer Alpen nach Cassis an der Côte d’Azur. Der Mercedes-Benz VISION EQXX fährt über 1.000 km mit einer Batterieladung und einem Durchschnittsverbrauch von 8,7 kWh/100 km. // Successful MissionXX road trip – from Sindelfingen across the Swiss Alps to Cassis on the Cote d’Azur. The Mercedes-Benz VISION EQXX sets efficiency record – over 1,000 km on a single battery charge and average consumption of 8.7 kWh/100 km.
Many of those interested in electric vehicles may be thinking, “This is just another thing Tesla has been beaten on.” “It’s only a matter of time before others do it, too.” “Tesla won’t achieve this, they’re stuck in the 400-mile range threshold.”
Tesla, as a company, is likely excited other companies are accomplishing these endurance-type runs so they don’t have to. If the automotive industry in 2022 was the same as what it was in 2010: a gas engine-dominated sector with relatively no electric options, then sure, maybe Tesla would care. But maybe not. The landscape of the EV industry has become so obsessed with these incredible metrics that many consumers forget they won’t need over 600 miles of range. How many gas car drivers go to a dealership thinking, “I will only buy a car if it offers me 620 miles of driving on a tank?”
CEO Elon Musk even stated recently that having “too much” range is not necessarily a good thing for electric vehicles.
“We could’ve made a 600-mile Model S 12 months ago, but that would’ve made the product worse imo, as 99.9% of time you’d be carrying unneeded battery mass, which makes acceleration, handling & efficiency worse,” Musk said recently. “Even our 400+ mile range car is more than almost anyone will use.” ABC News says the average American only travels sixteen miles per day for work. U.S. Census data even says Americans only spend around 27.6 minutes driving to work one way.
Tesla has held this perspective for some time. “Mass is the enemy of both efficiency and performance, and minimizing the weight of every component is an ongoing goal for our design and engineering teams,” it said in a blog post announcing the 400-mile Model S in June 2020.“Several lessons from the engineering design and manufacturing of Model 3 and Model Y have now been carried over to Model S and Model X. This has unlocked new areas of mass reduction while maintaining the premium feel and performance of both vehicles. Additional weight savings have also been achieved through the standardization of Tesla’s in-house seat manufacturing and lighter weight materials used in our battery pack and drive units.”
While there is certainly no reason to knock on Mercedes-Benz’s accomplishments, there needs to be a relative sense of what is ultimately appropriate in terms of EV range. Endurance runs are completely legitimate and interesting ways to prove your battery and efficiency metrics, but they’re not something proven EV companies will look at down the road. The successful automakers will be focusing on avoiding supply chain issues, ramping battery supply chain manufacturing, becoming more vertically integrated, and working to create price parity between EVs and their gas counterparts.
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
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Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
