Cars

tesla-reverses-sales-decline-in-q3,-sells-50k-more-cars-than-it-built

Tesla reverses sales decline in Q3, sells 50k more cars than it built

This morning, Tesla published its production and delivery numbers for the third quarter of the year. We’ve heard the same story for a while, one of diminishing sales as customers tire of a stale product lineup and are repulsed by the politics of the company’s CEO. But Q3 2025 tells a different tale. It’s been a good three months for the beleaguered automaker, one that appears to have cleared out a lot of old inventory.

Tesla built a total of 447,450 electric vehicles between July and September this year. That’s actually a 4.8 percent decrease compared to the same three months last year.

The Models 3 and Y production lines saw less of a slowdown—Tesla built 435,826 of these EVs, a 1.8 percent decline on last year. But the Models S and X, grouped together with the US-only Cybertruck, saw the greatest cutbacks. Just 11,624 of these collected models were produced, a 55.1 percent decrease compared to Q3 2024.

By contrast, Tesla managed to sell 497,099 cars during Q3 2025, a 7.4 percent increase compared to Q3 2024. The Models 3 and Y did all the heavy lifting here, increasing sales by 9.4 percent year over year to 481,166. But the near-antique Models S and X, and the divisive Cybertruck kept playing the old tune: sales of these models dropped by 30.5 percent to just 15,933 units.

That’s well above most analysts’ estimates for Q3, which predicted that the automaker would sell fewer than 450,000. The end of the IRS clean vehicle tax credit in the US is believed to be a significant contributing factor to the sales growth, although registration data from Europe has shown sales growth in France, Spain, Denmark, and Norway.

It’s quite the clear-out of inventory—more than 45,000 Models 3 and Y and more than 4,000 of Tesla’s other EVs have been cleared from Tesla’s books.

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How automakers are reacting to the end of the $7,500 EV tax credit

Just after midnight this morning, in addition to getting a federal government shutdown, we also lost all federal tax credits for new electric vehicles, used electric vehicles, and commercial electric vehicles.

Sadly, this was not a surprise. During last year’s election, the Trump campaign made no secret of its disgust toward clean vehicles (and clean energy in general), and it promised to end subsidies meant to encourage Americans to switch from internal combustion engines to EVs. Once in power, the Republicans moved quickly to make this happen.

Federal clean vehicle incentives had only recently been revamped in then-US President Joe Biden’s massive investment in clean technologies as part of the Inflation Reduction Act of 2022. To qualify for the $7,500 tax credit, a new EV had to have its final assembly in North America, and certain percentages of its battery content needed to be domestically sourced.

A separate $7,500 commercial tax credit for new EVs was created, which did not require domestic assembly or content and which applied to leased EVs. And Congress finally added a $4,000 tax credit for the purchase of a used EV.

Visiting the relevant IRS page today, though, you’ll see an update declaring that the “New Clean Vehicle Credit, Previously-Owned Clean Vehicle Credit, and Qualified Commercial Clean Vehicle Credit are not available for vehicles acquired after Sept. 30, 2025.”

How automakers are reacting to the end of the $7,500 EV tax credit Read More »

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Behind the scenes with the most beautiful car in racing: The Ferrari 499P

Form doesn’t always quite follow function in racing. LMP1 died because it cost hundreds of millions of dollars to compete, so the Hypercar rules are designed to keep costs relatively sane. Once your car is designed, it gets homologated, and from then on, hardware changes are mostly limited to things that improve reliability but don’t affect lap times.

Ferrari made a few small changes between the 2023 and 2024 seasons. “After Le Mans 24, now the rest of the car is exactly the same, but we involve many, many parts of the car where we can make a difference because the car is homolgated… But we work at a lot in terms of engine control, for example, in terms of setup, because we discover a lot of new [things] in our car,” Coletta told me, then pointed to his competitors’ hardware changes as evidence that Ferrari got it right from the start.

Does the P stand for pretty?

The rules also hold back the worst impulses of the aerodynamicists. The ratio of lift to drag must be 4:1, with limits on absolute values. And that has freed up the stylists to create a visual link between their brand’s sports prototype and the cars they make for road use.

A Ferrari 499P seen from behind, on track at COTA

The rear wing looks like it came from a superhero cartoon. (This is a compliment.) Credit: Ferrari

I’m not sure anyone has capitalized on that styling freedom better than Ferrari. Other Hypercars have a bad angle or two—even the Aston Martin Valkyrie looks a little strange head- or tail-on. Not the 499P, which dazzles, whether it’s painted Ferrari red or AF Corsa yellow. At the front, the nose calls out current road cars like the hybrid SF90 or 296. The rear is pure drama, with three vertical wing elements framing a thin strip of brake light that runs the width of the car. Behind that? Curves up top, shadowy venturis underneath.

It looks best when you see it on track and moving. As it does, it shows you different aspects of its shape, revealing curves you hadn’t quite noticed before. Later, stationary in the garage with the bodywork off for servicing, the complex jumble of electronics and machinery looks like a steampunk nightmare. To me, at least—to the mechanics and engineers in red fire suits, it’s just another day at work, with almost as many team members capturing content with cameras and sound recorders.

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Burnout and Elon Musk’s politics spark exodus from senior xAI, Tesla staff


Not a fun place to work, apparently

Disillusionment with Musk’s activism, strategic pivots, and mass layoffs cause churn.

Elon Musk’s business empire has been hit by a wave of senior departures over the past year, as the billionaire’s relentless demands and political activism accelerate turnover among his top ranks.

Key members of Tesla’s US sales team, battery and power-train operations, public affairs arm, and its chief information officer have all recently departed, as well as core members of the Optimus robot and AI teams on which Musk has bet the future of the company.

Churn has been even more rapid at xAI, Musk’s two-year-old artificial intelligence start-up, which he merged with his social network X in March. Its chief financial officer and general counsel recently departed after short stints, within a week of each other.

The moves are part of an exodus from the conglomerate of the world’s richest man, as he juggles five companies from SpaceX to Tesla with more than 140,000 employees. The Financial Times spoke to more than a dozen current and former employees to gain an insight into the tumult.

While many left happily after long service to found start-ups or take career breaks, there has also been an uptick in those quitting from burnout, or disillusionment with Musk’s strategic pivots, mass lay-offs and his politics, the people said.

“The one constant in Elon’s world is how quickly he burns through deputies,” said one of the billionaire’s advisers. “Even the board jokes, there’s time and then there’s ‘Tesla time.’ It’s a 24/7 campaign-style work ethos. Not everyone is cut out for that.”

Robert Keele, xAI’s general counsel, ended his 16-month tenure in early August by posting an AI-generated video of a suited lawyer screaming while shoveling molten coal. “I love my two toddlers and I don’t get to see them enough,” he commented.

Mike Liberatore lasted three months as xAI chief financial officer before defecting to Musk’s arch-rival Sam Altman at OpenAI. “102 days—7 days per week in the office; 120+ hours per week; I love working hard,” he said on LinkedIn.

Top lieutenants said Musk’s intensity has been sharpened by the launch of ChatGPT in late-2022, which shook up the established Silicon Valley order.

Employees also perceive Musk’s rivalry with Altman—with whom he co-founded OpenAI, before they fell out—to be behind the pressure being put on staff.

“Elon’s got a chip on his shoulder from ChatGPT and is spending every waking moment trying to put Sam out of business,” said one recent top departee.

Last week, xAI accused its rival of poaching engineers with the aim of “plundering and misappropriating” its code and data center secrets. OpenAI called the lawsuit “the latest chapter in Musk’s ongoing harassment.”

Other insiders pointed to unease about Musk’s support of Donald Trump and advocacy for far-right provocateurs in the US and Europe.

They said some staff dreaded difficult conversations with their families about Musk’s polarizing views on everything from the rights of transgender people to the murder of conservative activist Charlie Kirk.

Musk, Tesla, and xAI declined to comment.

Tesla has traditionally been the most stable part of Musk’s conglomerate. But many of the top team left after it culled 14,000 jobs in April 2024. Some departures were triggered as Musk moved investment away from new EV and battery projects that many employees saw as key to its mission of reducing global emissions—and prioritized robotics, AI, and self-driving robotaxis.

Musk cancelled a program to build a low-cost $25,000 EV that could be sold across emerging markets—dubbed NV-91 internally and Model 2 by fans online, according to five people familiar with the matter.

Daniel Ho, who helped oversee the project as director of vehicle programs and reported directly to Musk, left in September 2024 and joined Google’s self-driving taxi arm, Waymo.

Public policy executives Rohan Patel and Hasan Nazar and the head of the power-train and energy units Drew Baglino also stepped down after the pivot. Rebecca Tinucci, leader of the supercharger division, went to Uber after Musk fired the entire team and slowed construction on high-speed charging stations.

In late summer, David Zhang, who was in charge of the Model Y and Cybertruck rollouts, departed. Chief information officer Nagesh Saldi left in November.

Vineet Mehta, a company veteran of 18 years, described as “critical to all things battery” by a colleague, resigned in April. Milan Kovac, in charge of Optimus humanoid robotics program, departed in June.

He was followed this month by Ashish Kumar, the Optimus AI team lead, who moved to Meta. “Financial upside at Tesla was significantly larger,” wrote Kumar on X in response to criticism he left for money. “Tesla is known to compensate pretty well, way before Zuck made it cool.”

Amid a sharp fall in sales—which many blame on Musk alienating liberal customers—Omead Ashfar, a close confidant known as the billionaire’s “firefighter” and “executioner,” was dismissed as head of sales and operations in North America in June. Ashfar’s deputy Troy Jones followed shortly after, ending 15 years of service.

“Elon’s behavior is affecting morale, retention, and recruitment,” said one long-standing lieutenant. He “went from a position from where people of all stripes liked him, to only a certain section.”

Few who depart criticize Musk for fear of retribution. But Giorgio Balestrieri, who had worked for Tesla for eight years in Spain, is among a handful to go public, saying this month he quit believing that Musk had done “huge damage to Tesla’s mission and to the health of democratic institutions.”

“I love Tesla and my time there,” said another recent leaver. “But nobody that I know there isn’t thinking about politics. Who the hell wants to put up with it? I get calls at least once a week. My advice is, if your moral compass is saying you need to leave, that isn’t going to go away.”

But Tesla chair Robyn Denholm said: “There are always headlines about people leaving, but I don’t see the headlines about people joining.

“Our bench strength is outstanding… we actually develop people really well at Tesla and we are still a magnet for talent.”

At xAI, some staff have balked at Musk’s free-speech absolutism and perceived lax approach to user safety as he rushes out new AI features to compete with OpenAI and Google. Over the summer, the Grok chatbot integrated into X praised Adolf Hitler, after Musk ordered changes to make it less “woke.”

Ex-CFO Liberatore was among the executives that clashed with some of Musk’s inner circle over corporate structure and tough financial targets, people with knowledge of the matter said.

“Elon loyalists who exhibit his traits are laying off people and making decisions on safety that I think are very concerning for people internally,” one of the people added. “Mike is a business guy, a capitalist. But he’s also someone who does stuff the right way.”

The Wall Street Journal first reported some of the details of the internal disputes.

Linda Yaccarino, chief executive of X, resigned in July after the social media platform was subsumed by xAI. She had grown frustrated with Musk’s unilateral decision-making and his criticism over advertising revenue.

xAI’s co-founder and chief engineer, Igor Babuschkin, stepped down a month later to found his own AI safety research project.

Communications executives Dave Heinzinger and John Stoll, spent three and nine months at X respectively, before returning to their former employers, according to people familiar with the matter.

X also lost a rash of senior engineers and product staff who reported directly to Musk and were helping to navigate the integration with xAI.

This includes head of product engineering Haofei Wang and consumer product and payments boss Patrick Traughber. Uday Ruddarraju, who oversaw X and xAI’s infrastructure engineering, and infrastructure engineer Michael Dalton were poached by OpenAI.

Musk shows no sign of relenting. xAI’s flirtatious “Ani bot” has caused controversy over sexually explicit interactions with teenage Grok app users. But the company’s owner has installed a hologram of Ani in the lobby of xAI to greet staff.

“He’s the boss, the alpha and anyone who doesn’t treat him that way, he finds a way to delete,” one former top Tesla executive said.

“He does not have shades of grey, is highly calculated, and focused… that makes him hard to work with. But if you’re aligned with the end goal, and you can grin and bear it, it’s fine. A lot of people do.”

Additional reporting by George Hammond.

© 2025 The Financial Times Ltd. All rights reserved. Not to be redistributed, copied, or modified in any way.

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The most efficient Crosstrek ever? Subaru’s hybrid gets a bit rugged.

MG2 then sits at the rear of the CVT, linked via a planetary gearset, and working in concert with the gasoline engine to power the wheels. Alone, MG2 can also manage a minimal mile or so of EV-only range at a max of 19 mph (30.5 km/h)—but more importantly, boosts total low-end torque and high-end horsepower, as well as handling regenerative braking. (We’re still waiting on the exact horsepower contribution and will update this when we hear back from Subaru.)

It might be a boxer, but it’s no heavyweight

The Atkinson 2.5 L puts out just 162 hp (119 kW) and 154 lb-ft (209 Nm) of torque on its own, but MG2 contributes enough juice for combined system rating peaks of 194 hp (143 kW). That’s an improvement of 14 hp versus the ICE-only (non-Atkinson) 2.5 L Boxer’s 180 hp (and 178 lb-ft). Those numbers might still seem paltry compared to so many other automakers in the modern era, which responded to governmental regulations by hybridizing ever bigger and heavier cars to make them more powerful rather than necessarily more efficient—BMW’s gargantuan M5 stands out as a recent offender. Not so for Crosstrek, which still tips the scales at a relatively svelte 3,662 pounds (1,661 kg), further contributing to efficiency while accelerating.

There’s a horizontally opposed boxer engine under there. And the orange HV cables are a clue there’s a hybrid system, too. Michael Teo Van Runkle

The new Crosstrek Hybrid only manages insignificant weight savings compared to 3,717 lbs (1,686 kg) for the previous plug-in, which boasted 17 miles (27 km) of all-electric range. But that generation therefore sacrificed trunk space to house a much larger 8.8-kWh lithium-ion battery. Dual motors and the smaller battery pack do contribute to a 400-pound (181-kg) gain versus the equivalent non-hybrid variant of the current generation, though. Yet in addition to the power improvements, fuel economy jumps up to EPA ratings of 36 mpg (6.5.L//100 km) city, 36 highway, and (therefore) 36 combined—38 percent better than the ICE Crosstrek, according to Subaru.

In back-to-back drives through the forested hills of northern Oregon and southern Washington, punching the go pedal in a Crosstrek Hybrid brings on a much more potent rush of throttle response and acceleration, far outpacing the naturally aspirated engine. The constant-velocity transmission simulates shifts despite effectively holding the hybrid system in its happy place, and the sound of MG2 working produces a fun little whine, almost like a turbocharger. All while the Symmetrical AWD system smoothly and predictably meters traction out to each wheel in quintessential Subaru fashion.

The most efficient Crosstrek ever? Subaru’s hybrid gets a bit rugged. Read More »

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ZR1, GTD, and America’s new Nürburgring war


Drive quickly and make a lot of horsepower.

Ford and Chevy set near-identical lap times with very different cars; we drove both.

Credit: Tim Stevens | Aurich Lawson

Credit: Tim Stevens | Aurich Lawson

There’s a racetrack with a funny name in Germany that, in the eyes of many international enthusiasts, is the de facto benchmark for automotive performance. But the Nürburgring, a 13-mile (20 km) track often called the Green Hell, rarely hits the radar of mainstream US performance aficionados. That’s because American car companies rarely take the time to run cars there, and if they do, it’s in secrecy, to test pre-production machines cloaked in camouflage without publishing official times.

The track’s domestic profile has lately been on the rise, though. Late last year, Ford became the first American manufacturer to run a sub-7-minute lap: 6: 57.685 from its ultra-high-performance Mustang GTD. It then did better, announcing a 6: 52.072 lap time in May. Two months later, Chevrolet set a 6: 49.275 lap time with the hybrid Corvette ZR1X, becoming the new fastest American car around that track.

It’s a vehicular war of escalation, but it’s about much more than bragging rights.

The Green Hell as a must-visit for manufacturers

The Nürburgring is a delightfully twisted stretch of purpose-built asphalt and concrete strewn across the hills of western Germany. It dates back to the 1920s and has hosted the German Grand Prix for a half-century before it was finally deemed too unsafe in the late 1970s.

It’s still a motorsports mecca, with sports car racing events like the 24 Hours of the Nürburgring drawing hundreds of thousands of spectators, but today, it’s better known as the ultimate automotive performance proving ground.

It offers an unmatched variety of high-speed corners, elevation changes, and differing surfaces that challenge the best engineers in the world. “If you can develop a car that goes fast on the Nürburgring, it’s going to be fast everywhere in the whole world,” said Brian Wallace, the Corvette ZR1’s vehicle dynamics engineer and the driver who set that car’s fast lap of 6: 50.763.

“When you’re going after Nürburgring lap time, everything in the car has to be ten tenths,” said Greg Goodall, Ford’s chief program engineer for the Mustang GTD. “You can’t just use something that is OK or decent.”

Thankfully, neither of these cars is merely decent.

Mustang, deconstructed

You know the scene in Robocop where a schematic displays how little of Alex Murphy’s body remains inside that armor? Just enough of Peter Weller’s iconic jawline remains to identify the man, but the focus is clearly on the machine.

That’s a bit like how Multimatic creates the GTD, which retains just enough Mustang shape to look familiar, but little else.

Multimatic, which builds the wild Ford GT and also helms many of Ford’s motorsports efforts, starts with partially assembled Mustangs pulled from the assembly line, minus fenders, hood, and roof. Then the company guts what’s left in the middle.

Ford’s partner Multimatic cut as much of the existing road car chassis as it could for the GTD. Tim Stevens

“They cut out the second row seat area where our suspension is,” Ford’s Goodall said. “They cut out the rear floor in the trunk area because we put a flat plate on there to mount the transaxle to it. And then they cut the rear body side off and replace that with a wide-body carbon-fiber bit.”

A transaxle is simply a fun name for a rear-mounted transmission—in this case, an eight-speed dual-clutch unit mounted on the rear axle to help balance the car’s weight.

The GTD needs as much help as it can get to offset the heft of the 5.2-liter supercharged V8 up front. It gets a full set of carbon-fiber bodywork, too, but the resulting package still weighs over 4,300 lbs (1,950 kg).

With 815 hp (608 kW) and 664 lb-ft (900 Nm) of torque, it’s the most powerful road-going Mustang of all time, and it received other upgrades to match, including carbon-ceramic brake discs at the corners and the wing to end all wings slung off the back. It’s not only big; it’s smart, featuring a Formula One-style drag-reduction system.

At higher speeds, the wing’s element flips up, enabling a 202 mph (325 km/h) top speed. No surprise, that makes this the fastest factory Mustang ever. At a $325,000 starting price, it had better be, but when it comes to the maximum-velocity stakes, the Chevrolet is in another league.

More Corvette

You lose the frunk but gain cooling and downforce. Tim Stevens

On paper, when it comes to outright speed and value, the Chevrolet Corvette ZR1 seems to offer far more bang for what is still a significant number of bucks. To be specific, the ZR1 starts at about $175,000, which gets you a 1,064 hp (793 kW) car that will do 233 mph (375 km/h) if you point it down a road long enough.

Where the GTD is a thorough reimagining of what a Mustang can be, the ZR1 sticks closer to the Corvette script, offering more power, more aerodynamics, and more braking without any dramatic internal reconfiguration. That’s because it was all part of the car’s original mission plan, GM’s Brian Wallace told me.

“We knew we were going to build this car,” he said, “knowing it had the backbone to double the horsepower, put 20 percent more grip in the car, and oodles of aero.”

At the center of it all is a 5.5-liter twin-turbocharged V8. You can get a big wing here, too, but it isn’t active like the GTD’s.

Chevrolet engineers bolstered the internal structure at the back of the car to handle the extra downforce at the rear. Up front, the frunk is replaced by a duct through the hood, providing yet more grip to balance things. Big wheels, sticky tires, and carbon-ceramic brakes round out a package that looks a little less radical on the outside than the Mustang and substantially less retooled on the inside, but clearly no less capable.

The engine bay of a yellow Corvette ZR1.

A pair of turbochargers lurk behind that rear window. Credit: Tim Stevens

And if that’s not enough, Chevrolet has the 1,250 hp (932 kW), $208,000 ZR1X on offer, which adds the Corvette E-Ray’s hybrid system into the mix. That package does add more weight, but the result is still a roughly 4,000-lb (1,814 kg) car, hundreds less than the Ford.

’Ring battles

Ford and Chevy’s battle at the ‘ring blew up this summer, but both brands have tested there for years. Chevrolet has even set official lap times in the past, including the previous-generation Corvette Z06’s 7: 22.68 in 2012. Despite that, a fast lap time was not in the initial plan for the new ZR1 and ZR1X. Drew Cattell, ZR1X vehicle dynamics engineer and the driver of that 6: 49.275 lap, told me it “wasn’t an overriding priority” for the new Corvette.

But after developing the cars there so extensively, they decided to give it a go. “Seeing what the cars could do, it felt like the right time. That we had something we were proud of and we could really deliver with,” he said.

Ford, meanwhile, had never set an official lap time at the ‘ring, but it was part of the GTD’s raison d’être: “That was always a goal: to go under seven minutes. And some of it was to be the first American car ever to do it,” Ford’s Goodall said.

That required extracting every bit of performance, necessitating a last-minute change during final testing. In May of 2024, after the car’s design had been finalized by everyone up the chain of command at Ford, the test team in Germany determined the GTD needed a little more front grip.

To fix it, Steve Thompson, a dynamic technical specialist at Ford, designed a prototype aerodynamic extension to the vents in the hood. “It was 3D-printed, duct taped,” Goodall said. That design was refined and wound up on the production car, boosting frontal downforce on the GTD without adding drag.

Chevrolet’s development process relied not only on engineers in Germany but also on work in the US. “The team back home will keep on poring over the data while we go to sleep, because of the time difference,” Cattell said, “and then they’ll have something in our inbox the next morning to try out.”

When it was time for the Corvette’s record-setting runs, there wasn’t much left to change, just a few minor setup tweaks. “Maybe a millimeter or two,” Wallace said, “all within factory alignment settings.”

A few months later, it was my turn.

Behind the wheel

No, I wasn’t able to run either of these cars at the Nürburgring, but I was lucky enough to spend one day with both the GTD and the ZR1. First was the Corvette at one of America’s greatest racing venues: the Circuit of the Americas, a 3.5-mile track and host of the Formula One United States Grand Prix since 2012.

A head-on shot of a yellow Corvette ZR1.

How does 180 mph on the back straight at the Circuit of the Americas sound? Credit: Tim Stevens

I’ve been lucky to spend a lot of time in various Corvettes over the years, but none with performance like this. I was expecting a borderline terrifying experience, but I couldn’t have been more wrong. Despite its outrageous speed and acceleration, the ZR1 really is still a Corvette.

On just my second lap behind the wheel of the ZR1, I was doing 180 mph down the back straight and running a lap time close to the record set by a $1 million McLaren Senna a few years before. The Corvette is outrageously fast—and frankly exhausting to drive thanks to the monumental G forces—but it’s more encouraging than intimidating.

The GTD was more of a commitment. I sampled one at The Thermal Club near Palm Springs, California, a less auspicious but more technical track with tighter turns and closer walls separating them. That always amps up the pressure a bit, but the challenging layout of the track really forced me to focus on extracting the most out of the Mustang at low and high speeds.

The GTD has a few tricks up its sleeve to help with that, including an advanced multi-height suspension that drops it by about 1.5 inches (4 cm) at the touch of a button, optimizing the aerodynamic performance and lowering the roll height of the car.

A black Ford Mustang GTD in profile.

Heavier and less powerful than the Corvette, the Mustang GTD has astonishing levels of cornering grip. Credit: Tim Stevens

While road-going Mustangs typically focus on big power in a straight line, the GTD’s real skill is astonishing grip and handling. Remember, the GTD is only a few seconds slower on the ‘ring than the ZR1, despite weighing somewhere around 400 pounds (181 kg) more and having nearly 200 fewer hp (149 kw).

The biggest difference in feel between the two, though, is how they accelerate. The ZR1’s twin-turbocharged V8 delivers big power when you dip in the throttle and then just keeps piling on more and more as the revs increase. The supercharged V8 in the Mustang, on the other hand, is more like an instantaneous kick in the posterior. It’s ferocious.

Healthy competition

The ZR1 is brutally fast, yes, but it’s still remarkably composed, and it feels every bit as usable and refined as any of the other flavors of modern Corvette. The GTD, on the other hand, is a completely different breed than the base Mustang, every bit the purpose-built racer you’d expect from a race shop like Multimatic.

Chevrolet did the ZR1 and ZR1X development in-house. Cattell said that is a huge point of pride for the team. So, too, is setting those ZR1 and ZR1X lap times using General Motors’ development engineers. Ford turned to a pro race driver for its laps.

A racing driver stands in front his car as mechanics and engineers celebrate in the background.

Ford factory racing driver Dirk Muller was responsible for setting the GTD’s time at the ‘ring. Credit: Giles Jenkyn Photography LTD/Ford

An engineer in a fire suit stands next to a yellow Corvette, parked on the Nurburgring.

GM vehicle dynamics engineer Drew Cattell set the ZR1X’s Nordschleife time. Credit: Chevrolet

That, though, was as close to a barb as I could get out of any engineer on either side of this new Nürburgring. Both teams were extremely complimentary of each other.

“We’re pretty proud of that record. And I don’t say this in a snarky way, but we were first, and you can’t ever take away first,” Ford’s Goodall said. “Congratulations to them. We know better than anybody how hard of an accomplishment or how big of an accomplishment it is and how much effort goes into it.”

But he quickly added that Ford isn’t done. “You’re not a racer if you’re just going to take that lying down. So it took us approximately 30 seconds to align that we were ready to go back and do something about it,” he said.

In other words, this Nürburgring war is just beginning.

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ford-f-150-lightnings-are-powering-the-grid-in-first-residential-v2g-pilot

Ford F-150 Lightnings are powering the grid in first residential V2G pilot

One of those Lightning owners is Morgan Grove. “As a member of the Baltimore Commission on Sustainability, I’m excited to be an early adopter of this technology and participate in this vehicle-to-grid program with BGE and Sunrun,” Grove said. “I bought the Ford F-150 Lightning for several reasons, one of them being the ability to power our home during an outage. Now, I can also earn money by sending energy directly to the grid.”

A hand holds a smartphone up to a charger wallbox, the screen shows a display of the power flow.

Is this the way to a more resilient power grid? Credit: Sunrun

“This demonstrates the critical role that vehicle batteries can play in powering the nation’s grid, accelerating American energy independence and dominance,” said Sunrun CEO Mary Powell. “It’s great to see this partnership with BGE and Ford move to this commercial stage. In addition to showing how electric vehicles can power homes, add electrons to the grid, and help utilities meet peak electricity demand, this program also creates extra income opportunities for customers,” Powell said.

“Enabling customers to not only power their homes but send power directly back to the grid in times of need helps customers with financial incentives, utilities with more power capacity, and society through more grid reliability and sustainable energy practices. It’s a win-win for everyone,” said Bill Crider, senior director, global charging and energy services, Ford Motor Company.

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volvo-says-it-has-big-plans-for-south-carolina-factory

Volvo says it has big plans for South Carolina factory

Volvo is undergoing something of a restructuring. The automaker wants to be fully electric by 2040, but for that to happen, it needs to remain in business until then. Earlier this year, that meant layoffs, but today, Volvo announced it has big plans for its North American factory in Ridgeville, South Carolina.

Volvo has been making cars in South Carolina since 2017, starting with the S60 sedan—a decision I always found slightly curious given that US car buyers had already given up on sedans by that point in favor of crossovers and SUVs. S60 production ended last summer, and these days, the plant builds the large electric EX90 SUV and the related Polestar 3.

The company is far from fully utilizing the Ridgeville plant, though, which has an annual capacity of 150,000 vehicles. When the turnaround plan was first announced this July, Volvo revealed it would start building the next midsize XC60 in South Carolina—a wise move given the Trump tariffs and the importance of this model to Volvo’s sales figures here.

Now, the OEM says it will add another model to the mix, with a new, yet-to-be-named hybrid due before 2030.

“Our investment plans once again reinforce our long-term commitment to the US market and our manufacturing operations in South Carolina,” said Håkan Samuelsson, chief executive. “This year, we celebrate 70 years of Volvo Cars presence in the United States. We have sold over 5 million cars there and plan to sell many more in years to come,” he said.

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Three crashes in the first day? Tesla’s robotaxi test in Austin.

These days, Austin, Texas feels like ground zero for autonomous cars. Although California was the early test bed for autonomous driving tech, the much more permissive regulatory environment in the Lone Star State, plus lots of wide, straight roads and mostly good weather, ticked enough boxes to see companies like Waymo and Zoox set up shop there. And earlier this summer, Tesla added itself to the list. Except things haven’t exactly gone well.

According to Tesla’s crash reports, spotted by Brad Templeton over at Forbes, the automaker experienced not one but three crashes, all apparently on its first day of testing on July 1. And as we learned from Tesla CEO Elon Musk later in July during the (not-great) quarterly earnings call, by that time, Tesla had logged a mere 7,000 miles in testing.

By contrast, Waymo’s crash rate is more than two orders of magnitude lower, with 60 crashes logged over 50 million miles of driving. (Waymo has now logged more than 96 million miles.)

Two of the three Tesla crashes involved another car rear-ending the Model Y, and at least one of these crashes was almost certainly not the Tesla’s fault. But the third crash saw a Model Y—with the required safety operator on board—collide with a stationary object at low speed, resulting in a minor injury. Templeton also notes that there was a fourth crash that occurred in a parking lot and therefore wasn’t reported. Sadly, most of the details in the crash reports have been redacted by Tesla.

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F1 in Azerbaijan: This sport is my red flag

A tailwind caught out Alpine’s Pierre Gasly in Q1, and his rookie teammate Franco Colapinto hit the wall at the same corner shortly after. Sauber’s Nico Hulkenberg also crashed, although not badly enough that he couldn’t return to the pit under his own steam. As mentioned, Hamilton went no further than Q2, and Haas rookie Oliver Bearman was responsible for one of those six red flags when he collided with a wall.

Q3 was interrupted by light rain, just after Carlos Sainz had set a fantastic time in the other Williams. Had more rain arrived, Sainz would surely have started on pole position for Sunday’s race. But things cleared up enough for the other drivers to complete some laps.

BAKU, AZERBAIJAN - SEPTEMBER 21: Max Verstappen of the Netherlands driving the (1) Oracle Red Bull Racing RB21 leads Carlos Sainz of Spain driving the (55) Williams FW47 Mercedes on track during the F1 Grand Prix of Azerbaijan at Baku City Circuit on September 21, 2025 in Baku, Azerbaijan.

The old city section. Credit: James Sutton – Formula 1/Formula 1 via Getty Images

Or try to, at least. With only four times on the board, Leclerc crashed heavily at turn 15, the third time in recent years. Championship leader Oscar Piastri also found the wall in his McLaren, putting the pair in ninth and eighth for the race. Lando Norris, in the other McLaren, was only able to secure seventh on the grid—like Canada and Monza, the McLaren does not have an advantage at low-downforce circuits.

On the other hand, cold temperatures and low downforce play well to the Mercedes’ strength, and its drivers George Russell and Kimi Antonelli would start fourth and fifth. As we saw at Monza, Red Bull has unlocked some speed on tracks with these characteristics, too, and Yuki Tsunoda put in one of his best qualifying performances all year to grab sixth for the start.

Liam Lawson, who started the season at Red Bull before swapping seats with Tsunoda to move to the Racing Bulls, had an even better day, snagging third. Sainz would still start on the front row, but next to Max Verstappen, who demonstrated his mastery of car control in changeable conditions and uncertain grip to get pole position.

Almost no chaos in the race

If Saturday was bad for McLaren, Sunday was worse. Piastri jumped the start, then got swamped on the grid after his anti-stall system kicked in. He made it as far as turn 5 before locking up his front tires and finding the wall, heavily. The championship leader would watch the rest of the race from behind the crash fencing.

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If you own a Volvo EX90, you’re getting a free computer upgrade

If you own a 2025 Volvo EX90, here’s some good news: You’re getting a car computer upgrade. Even better news? It’s free.

The Swedish automaker says that owners of model year 2025 EX90s—like the one we tested earlier this summer—are eligible for an upgrade to the electric vehicle’s core computer. Specifically, the cars will get a new dual Nvidia DRIVE AGX Orin setup, which Volvo says will improve performance and reduce battery drainage, as well as enabling some features that have been TBD so far.

That will presumably be welcome news—the EX90 is a shining example of how the “minimal viable product” idea has infiltrated the auto industry from the tech sphere. That’s because Volvo has had a heck of a time with the EX90 development, having to delay the EV not once but twice in order to get a handle on the car’s software.

When we got our first drive in the electric SUV this time last year, that London Taxi-like hump on the roof contained a functional lidar that wasn’t actually integrated into the car’s advanced driver-assistance systems. In fact, a whole load of features weren’t ready yet, not just ADAS features.

The EX90 was specced with a single Orin chip, together with a less-powerful Xavier chip, also from Nvidia. But that combo isn’t up to the job, and for the ES90 electric sedan, the automaker went with a pair of Orins. And that’s what it’s going to retrofit to existing MY25 EX90s, gratis.

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No Nissan Ariya for model-year 2026 as automaker cancels imports

The news follows a report earlier this week that Nissan has cut back Leaf production at Tochigi for the next few months as a result of a battery shortage.

And as we learned in July, the car company had already cut production plans for the Leaf due to restrictions on Chinese rare-earth exports. Additionally, it has postponed plans to build a pair of EVs that were scheduled to go into production in Canton, Mississippi, only months after canceling another pair of EVs meant to be built there.

“Nissan is pausing production of the MY26 Ariya for the US market and reallocating resources to support the launch of the all-new 2026 Leaf, which will have the lowest starting MSRP out of all new EVs currently on sale in the US Ariya remains available in the US through existing inventory, and Nissan will continue to support Ariya owners with service, parts, and warranty coverage,” the company said a statement.

This story was updated with a statement from Nissan. 

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