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I know, I know. Just asking the question, “Is there anything Tesla can’t do?” alone sounds like stooge-level propaganda with a predictable answer at the end: No. However, I promise you that I’m actually considering it objectively in light of what has been parading in the headlines.
The Porsche Taycan vs. Tesla debates were a bit exhausting over the last couple of weeks, but the ‘Plaid Mode’ reveal took them to another level. Then, a German media outlet reported that a Model S already beat the Taycan’s Nürburgring time by almost 20 seconds after all that hoopla about “turns” and overheating being inevitable doom bringers for Tesla.
And all this excitement started co-existing with more news about the spiffy stuff included in the V10 firmware update that Tesla’s Early Access Program participants were downloading. Leaked pictures of the made-in-China Model 3 were really just the icing on the cake yesterday for anyone keeping score.
So, I think it’s fair to start wondering what Tesla has left to achieve that may be a serious challenge.
Obviously, there’s plenty on the plate for the next few years at least: Model Y, the Tesla Truck, the Tesla Semi, the next generation Roadster, and now refreshed ‘Plaid Mode’ Model S’s and X’s. Oh, and the regulatory hurdles to make Full Self-Driving a legal reality still need to come through. I suppose having a few more Gigafactories would be a good idea also, like the one teased for Europe.
Okay. Perhaps this question is more tedious than I thought. On one hand, Tesla doesn’t need to do everything a car maker could possibly do. Plenty of manufacturers are content with sticking with their niche markets. But I don’t see Tesla settling for that, especially considering all the markets they’re targeting already and the sales numbers they’re aiming to achieve.
How about outdoor-oriented vehicles, considering the next competitor for Elon Musk to comment on will likely be Rivian? The Michigan-based EV newcomer has completely branded itself to appeal to the travel adventure crowd, and their R1T pickup truck has every whiz-bang thing (to borrow a phrase) they could dream of needing for a mountain camping trek. Rivian even has a patent application for a “digital” jerrycan to extend their battery range for such trips.
While the Tesla Truck is coming, a ‘Blade Runner’ cyberpunk theme doesn’t seem to have the Rivian-type customers in mind. That’s fine, but would Tesla want to appeal to that base if it proves lucrative? Why bother building a truck in the first place if you don’t want to attract, you know, truck people? Rivian’s R1S SUV might really be where the customers are, though. The Model Y will appeal to a significant base, but the R1S will tap into another large crowd as well. The Model X may be the Fabergé egg of cars, but sports and camping-oriented families may find an SUV that’s traditionally designed and half the price a bit more…feasible.
It seems like there may be a decent amount of crossover between Tesla and Rivian’s bases – both sets of customers have similar values and possibly similar budgets. Will Tesla make a play with its own rough-and-tumble vehicles? Or will they just peacefully co-exist? I mean, Tesla and Porsche are supposedly not really meant to be competitors, yet there’s still a Model S at Nürburgring despite that um, fact.
What about military vehicles? Other automakers like GM and Ford have developed equipment for defense purposes over the decades, and Musk is already well versed in having government entities as customers via SpaceX. The US military is looking for alternative fuel vehicles, although hydrogen fuel cell tech seems the be the focus. I’m sure Tesla’s tech could easily win any competition, especially given their semi truck work and advanced battery products. But, would Tesla even want that sort of customer? SpaceX and Tesla have different core missions, although they are compatible. I could also lay out some ironies in Tesla developing military vehicles, but I’m sure you can imagine what they are.
Finally, what about smaller vehicles like water crafts, ATVs, motorcycles, etc.? Non-vehicle products? Those are areas several other car makers have entered as separate ventures, and successfully at that. Musk may have once joked about Tesla making an electric leaf blower, but Honda could perhaps vouch for the profitability of home DIY equipment. Rivian has even hinted that it’s developing something that’s ‘not necessarily’ a car. After going from the original Roadster to manufacturing and delivering several types of cars all over the world (not to mention solar kits), Tesla could probably easily outfit its customers’ homes with a variety of other battery-powered products. Tesla vs. John Deere, anyone? I’m not sure what kind of culture war that might ignite, but Musk isn’t really the type to back down from such a challenge.
It doesn’t seem like Tesla needs much more on its plate in the immediate future, but after seeing what they’ve accomplished thus far in so little time, the next expansion may end up being around the corner before we know it.
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.
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Tesla Roadster is available for order once again following brief hold
