ICE is in Hot Water (Patreon)

Tesla just rewrote auto history.

In Q3 2025, Tesla delivered 497,099 vehicles worldwide — nearly matching BMW’s 514,620, and blowing past Mercedes (441,500) and Audi (~400,000).
Not bad for a company with just 2 main models that only run on batteries.

Legacy automakers have been at this for 100 years. Tesla did it in a decade — with EVs only. That’s execution: supply chains, software, and brand power.

The internal combustion era is fading fast — EVs near 20% global market share — big S Curve rise is next... it is always the same way with new tech. PS Hydrids, like Lidar are a fools errand.

And this is just the start:

• New 2026 Affordable Model 3/Y trims start — cheaper, smarter, still fully electric will finish the lunch of the competition.

BMW’s 17k lead? Gone soon. The next wave of affordable Teslas + autonomy will seal it. Oh and they all drive themselves out of the factory.