It’s always interesting reading comments and editorial commentaries on what makes Tesla Motors success so outrageous. After all, the company posts a loss, but manages to gain credibility, as well as the almighty investment dollar. The secret to the Tesla Motors success is simple.
In her excellent post on Seeking Alpha, Mira Inbar points to the three main reasons that explains Tesla Motors success. What is interesting to see is, why have others failed where a Californian startup didn’t? It all boils down to a simple and rational recipe a few other successful companies used in the past. You might remember them, Apple and Google?
Tesla Motors success recipe: Own the most expensive part of your business
The first part of the Tesla Motors success is that early on, Tesla decided to own its technology by assembling its own battery packs. Unlike other carmakers who chose to delegate this crucial part of an electric vehicle (EV) to battery maker, Tesla’s success is classroom 101 and its security track is exemplar. But to a traditional carmaker, the idea of assembling the battery pack of an EV is alien and foreign. They are geared toward building engines and slapping a body on top of. But a startup is unencumbered by this tradition. It sees a developing technology, senses the unspoken demand and finds solutions around the obstacles.
Tesla buys its 18650 cylindrical battery cells directly from Panasonic, but it develops the thermal management system, software, electronics, and mechanics around its pack in-house. The result is that no Model S has gone up in smoke on its own. Any accidents were caused by a third party. Unfortunately, the same can’t be said about traditional carmakers making modern EVs. Since you can’t own the manufacturing of gasoline, how about giving electricity to your clients for a measly extra $2,000 at purchase time?
Tesla Motors success recipe: Use available and proven technology
As mentioned above, Tesla Motors buys its commodity lithium-ion battery directly from Panasonic. This is the other ingredient to the Tesla Motors success. Certain carmakers decided to use different types of lithium batteries and left it up to the battery makers to design the thermal management and pack casing. Tesla rightfully felt this was more a carmaker’s responsibility. The result is that Tesla now has one of the best energy dense lithium-ion battery on the market that is always kept at a maximum operating temperature and its longevity speaks for itself.
ALSO SEE: Panasonic Tesla Sign off on Gigafactory
Tesla’s second-generation cell designed in conjunction with Panasonic will catapult the company a few years ahead of the competition. In order to ensure the momentum, Musk simply plans to build a giant battery factory to continue owning the build process. The Gigafactory will assure success for the upcoming Tesla Model III and its new generation of cells.
Tesla Motors success recipe: Secure patient capital with a long-term view
News
Tesla China rolls out Model 3 insurance subsidy through February
Eligible customers purchasing a Model 3 by February 28 can receive an insurance subsidy worth RMB 8,000 (about $1,150).
Tesla has rolled out a new insurance subsidy for Model 3 buyers in China, adding another incentive as the automaker steps up promotions in the world’s largest electric vehicle market.
Eligible customers purchasing a Model 3 by February 28 can receive an insurance subsidy worth RMB 8,000 (about $1,150).
A limited-time subsidy
The insurance subsidy, which was announced by Tesla China on Weibo, applies to the Model 3 RWD, Long Range RWD, and Long Range AWD variants. Tesla stated that the offer is available to buyers who complete their purchase on or before February 28, as noted in a CNEV Post report. The starting prices for these variants are RMB 235,500, RMB 259,500, and RMB 285,500, respectively.
The Tesla Model 3 Performance, which starts at RMB 339,500, is excluded from the subsidy. The company has previously used insurance incentives at the beginning of the year to address softer seasonal demand in China’s auto market. The program is typically phased out as sales conditions stabilize over the year.
China’s electric vehicle market
The insurance subsidy followed Tesla’s launch of a 7-year low-interest financing plan in China on January 6, which is aimed at improving vehicle affordability amid changing policy conditions. After Tesla introduced the financing program, several automakers, such as Xiaomi, Li Auto, Xpeng, and Voyah, introduced similar long-term financing options.
China’s electric vehicle market has faced additional headwinds entering 2026. Buyers of new energy vehicles are now subject to a 5% purchase tax, compared with the previous full exemption. At the same time, vehicle trade-in subsidies in several cities are expected to expire in mid-November.
Tesla’s overall sales in China declined in 2025, with deliveries totaling 625,698 vehicles, down 4.78% year-over-year. Model 3 deliveries increased 13.33% to 200,361 units, while Model Y deliveries, which were hampered by the changeover to the new Model Y in the first quarter, fell 11.45% to 425,337 units.
News
Tesla hiring Body Fit Technicians for Cybercab’s end of line
As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments.
Tesla has posted job openings for Body Fit Technicians for the Cybercab’s end-of-line assembly, an apparent indication that preparations for the vehicle’s initial production are accelerating at Giga Texas.
Body Fit Technicians for Cybercab line
As per Tesla’s Careers website, Body Fit Technicians for the Cybercab focus on precision body fitment work, including alignment, gap and flush adjustments, and certification of body assemblies to specification standards.
Employees selected for the role will collaborate with engineering and quality teams to diagnose and correct fitment and performance issues and handle detailed inspections, among other tasks.
The listing noted that candidates should be experienced with automotive body fit techniques and comfortable with physically demanding tasks such as lifting, bending, walking, and using both hand and power tools. The position is based in Austin, Texas, where Tesla’s main Cybercab production infrastructure is being built.
Cybercab poised for April production
Tesla CEO Elon Musk recently reiterated that the Cybercab is still expected to start initial production this coming April. So far, numerous Cybercab test units have been spotted across the United States, and recent posts from the official Tesla Robotaxi account have revealed that winter tests in Alaska for the autonomous two-seater are underway.
While April has been confirmed as the date for the Cybercab’s initial production, Elon Musk has also set expectations about the vehicle’s volumes in its initial months. As per the CEO, the Cybercab’s production will follow a typical S-curve, which means that early production rates for the vehicle will be very limited.
“Initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast,” Musk wrote in a post on X.
News
Swedish unions consider police report over Tesla Megapack Supercharger
The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm.
Swedish labor unions are considering whether to file a police report related to a newly opened Tesla Megapack Supercharger near Stockholm, citing questions about how electricity is supplied to the site. The matter has also been referred to Sweden’s energy regulator.
Tesla Megapack Supercharger
The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm. Unlike traditional charging stations, the site is powered by an on-site Megapack battery rather than a direct grid connection. Typical grid connections for Tesla charging sites in Sweden have seen challenges for nearly two years due to union blockades.
Swedish labor union IF Metall has submitted a report to the Energy Market Inspectorate, asking the authority to assess whether electricity supplied to the battery system meets regulatory requirements, as noted in a report from Dagens Arbete (DA). The Tesla Megapack on the site is charged using electricity supplied by a local company, though the specific provider has not been publicly identified.
Peter Lydell, an ombudsman at IF Metall, issued a comment about the Tesla Megapack Supercharger. “The legislation states that only companies that engage in electricity trading may supply electricity to other parties. You may not supply electricity without a permit, then you are engaging in illegal electricity trading. That is why we have reported this… This is about a company that helps Tesla circumvent the conflict measures that exist. It is clear that it is troublesome and it can also have consequences,” Lydell said.
Police report under consideration
The Swedish Electricians’ Association has also examined the Tesla Megapack Supercharger and documented its power setup. As per materials submitted to the Energy Market Inspectorate, electrical cables were reportedly routed from a property located approximately 500 meters from the charging site.
Tomas Jansson, ombudsman and deputy head of negotiations at the Swedish Electricians’ Association, stated that the union was assessing whether to file a police report related to the Tesla Megapack Supercharger. He also confirmed that the electricians’ union was coordinating with IF Metall about the matter. “We have a close collaboration with IF Metall, and we are currently investigating this. We support IF Metall in their fight for fair conditions at Tesla,” Jansson said.
Tesla China rolls out Model 3 insurance subsidy through February
Tesla hiring Body Fit Technicians for Cybercab’s end of line
