Lifestyle
Tesla leads the EV charge, but others are getting the credit
Tesla has an overwhelming amount of influence on the automotive sector, and for a company that has only been building cars for 12 years, that’s pretty impressive. Not only has the company shown that cars can be powered by batteries and still be cool, but it is changing other, more subtle details. For example, cars don’t need buttons and knobs for every function they hold. Other car companies are adopting minimalistic designs, simply because Tesla showed that they are just as, if not more, effective as all those annoying buttons that used to dominate car interiors.
In addition to those subtle details, the overall adoption of the EV sector by consumers can basically be attributed to Tesla’s mass appeal. While Elon Musk has always said that branding is dumb, Tesla has a great “brand.” Forever, people thought that EVs were these whining cars that could only go 80 miles before you’d have to plug it in again. But Tesla is different. Tesla has a mystique about it, a certain brand appeal. People look at $35,000 Teslas the same way they do a $200,000 Lamborghini.
But what might be more impressive about Tesla than its appeal to consumers is the fact that car companies that have been around for over 100 years are chasing after a 12-year-old car company run by a guy who loves video games, silly jokes, and is more interactive with followers than any other CEO on the planet.
The fact of the matter is, Tesla changed the game. While they might not have invented the first electric car, they made the idea better. While they may not be the first company to make a semi-autonomous car, they made the idea better. And while they may not have built the first battery that ever went into an EV, they made the idea better.
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Now, everyone is hopping on board. This is where I ask: Do you think that Volkswagen, GM, Ford, and others would be developing EV tech if Tesla never existed?
I don’t think so. I think this is where examining the influence on the automotive market as a whole that Tesla has had so far is worth noting. But when you have this influence, there come some negatives.
This week, Tesla news has been flooded by reviews and examples of the Full Self-Driving Beta. It’s been out for about a week and a half, and we’ve seen the self-driving tech in a variety of settings and environments. We all know that this is a rough draft of what will be released in a few months to more owners, and we know that there are going to be critiques and criticisms about what Tesla could have done differently.
However, there are already reviews, like the one from Consumer Reports, claiming that Tesla Autopilot is a “distant-second” to GM’s Super Cruise. Unbelievably, the Tesla community has come to expect that mainstream publications and journalism outlets will side with other companies. It is something that has not surprised anyone when it comes to Tesla and another carmaker.
Interestingly, Super Cruise was not widely talked about by media outlets until Tesla’s FSD Beta was released. Now, the idea that GM has this all-capable Super Cruise that is so much better than Autopilot is supposed to be accepted. If this was the case, why was nobody really mentioning Super Cruise before? All we heard about was Tesla Autopilot.
Another case of Tesla “leading the herd” and influencing other car companies, is batteries. When Tesla started talking about a million-mile battery a few months back, everyone outside the community was skeptical. Telling family and friends about their developments was like trying to convince them Santa Claus is real. They just weren’t buying it.
However, GM then said that they were closer to a million-mile battery than ever before. Did they outline their plan? No. Did they say where they were sourcing material from? No. They just said, “We have a battery. It’s better than Tesla’s.” That was that, and everyone outside the community bought it.
What does Tesla do? Has an entire day devoted to batteries and cell development. Showing the new 4680 cells, breaking down how it will be better but more affordable, and how it will be on par with gas car pricing was something to admire. However, after showing the cell, how they were building it, and outlining that it was already being produced right down the street from Fremont, people still didn’t believe it.
GM was all talk, and it was believable. Tesla showed it, and it was unbelievable.
GM watches Tesla go from “graveyard-bound” to inspiration in pursuit of million-mile battery
Media will go after what is familiar and side with the established and long-lasting carmakers before it will ever admit that what Tesla is doing is groundbreaking in every sense of the word. With FSD, we see that Tesla is head and shoulders above GM with Super Cruise. However, these MSM outlets continue to give GM credit, stating that Super Cruise is better than Autopilot, and it isn’t close.
I know that this is likely due to money. It usually has to do with that. But the fact is, Tesla made all of these topics relevant, and the company truly gets no credit. Tesla made EVs relevant, but other car companies are getting the hype, even if their tech doesn’t even exist yet. Tesla made battery cell development relevant, but other companies are getting the credit and the praise, even if they don’t have an EV in production. Tesla made self-driving cars a real possibility. While Waymo was around, GM’s Super Cruise is now being talked about all because Tesla released the FSD Beta.
The reality is, legacy automakers are becoming relevant off of Tesla’s name because they’re following whatever Tesla does. None of these car companies would have changed their strategies if Tesla didn’t exist. This is all proof that Tesla is the most powerful car company on the planet, and everyone is chasing them.
The influence is more than just consumers. It is about an industry as a whole, which is now being controlled by a company that was “graveyard bound,” according to a former GM executive. Now, GM, along with the rest of the automotive world, is chasing after the little guy.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.
SpaceX readies Starship Flight 14 for a historic journey into uncharted territory
Google just picked SpaceX for its first step into orbital AI
