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Tesla’s lead in EVs needs to be answered by Detroit: “The time has come to show it!”
Tesla is slaying its competitors, and Phil LeBeau is telling other automakers to show what they’re made of, or stop trying to match the electric automaker’s technology and design.
Tesla is stealing the thunder of its combustion-based competitors as consumers are vying to buy electric vehicles instead of petrol-powered machines.
While legacy automakers are attempting to match Tesla’s design, technology, and performance, they continuously come up short. No car company has been able to solve the puzzle that Tesla has completed, which is to create an affordable electric car that offers both acceptable range and impressive performance. Tesla has been able to do it multiple times with several vehicles.
On an episode of Squawk Box on CNBC, Phil LeBeau gave a blunt review of what the automotive industry is doing wrong, and what they should attempt to do in the future if they plan to compete with Tesla.
“They know that they have to catch Tesla in terms of technology and in terms of the styling of the vehicle that they bring out,” LeBeau said. “For years, they have sat there and said, ‘Trust us. We’re going to come out with these vehicles.’ Well, so far, they have swung and missed, repeatedly.”
Unfortunately for the automakers who have attempted to compete with Tesla’s infrastructure, LeBeau is right. Nobody has been able to replicate or even come close to competing with Tesla’s electric vehicles. No company has been able to create a high-performance, extended-range electric car that is available at an affordable price point. Tesla is the only one.
“It is time for them to either step up or stop talking. And we’re going to find out with the GM Hummer, we’re going to find out with the electric pickup trucks coming from GM and Ford, and the other automakers,” LeBeau added.
The issue for other automakers comes down to batteries and the overall focus of their business model. While Tesla works only on electric cars, other automakers are splitting their time between more environmentally-friendly combustion vehicles and battery-electric machines.
The development of batteries is a central focus of creating an electric car that is worth a consumer’s time and money.
Instead of trying to match Tesla’s advancements in battery tech and performance specifications, automakers have been attempting to match the minimalistic design that the automaker has implemented across its vehicle fleet.
Interestingly enough, some companies continue to claim they are close to dethroning Tesla from its ranks as the leader in EV tech. GM claimed in May that it was close to a million-mile battery pack, but the details have not yet been released to the public.
Meanwhile, other car companies are singing a different tune. Volkswagen, for example, has mentioned on several occasions that Tesla holds a significant lead of 10 years in the race for the best electric car.
Either way, there are issues with the approach that other automakers are taking. Companies continue to make their primary focus combustion engines instead of attempting to increase the research and development of its future electric fleet.
“They’re saying we’ve got great tech. Show it! The time has come to show it!”
The full Squawk Box interview featuring Phil LeBeau is available below.
News
I bought a Tesla without having home charging: how I make it work

I bought a Tesla without having perhaps the biggest advantage of owning an electric vehicle: home charging.
People told me it could be done, others said it eliminated the purpose of owning an EV. I knew I wanted a Tesla, and I knew I could probably get away with not having access to charging at home.
I traded my ICE vehicle for a Tesla Model Y: here’s how it went
The strategy I planned to use without having home charging was pretty simple: there’s a Supercharger a few miles away, and there’s also low-level charging at my local grocery store. The Model Y also came with a Mobile Connector, so there was another way I could charge in a pinch.
There are also some distinct advantages I have over others, including the fact that I do not commute to and from work, and I’m also situated only a handful of miles from things like the store and shopping, and most of my errands can be completed without driving more than 15 miles back and forth.
A common misconception about being reliant on Supercharging is the cost. Many believe that Supercharging is so expensive that it costs about the same as buying gas.
However, there are many workarounds for that, some of which I have used weekly to save money and increase convenience.
Here’s how I’ve made it work, and how I suggest you can too:
Charge During Off-Peak Hours as Much as Possible
The biggest tip I have for those who choose to buy an EV but do not have access to at-home charging is the advantage that is off-peak rates.
At my local Supercharger, it costs $0.47 from 8 a.m. to 10 p.m., and just $0.18 from 10 p.m. to 8 a.m.
That means if you can wake up a little earlier or go to bed a little bit later, you’ll save nearly three times the money. This is not to say that I never charge during peak hours, but I try to save the longer charges for off-peak hours, and it’s been a huge advantage for me.
One morning recently, I was at 9 percent and I charged to 90 percent. It only cost me about $11. Charging during peak hours, that same charge would have been roughly $26.
Tesla Supercharger access has proven to be a challenge for one company
In my Bronco Sport, going from 40 miles to a full tank, roughly 400 miles, would have cost me well over $40.
It’s not so bad either. The Supercharger I use is located at a Sheetz, so I’m able to go in, grab a coffee and a breakfast sandwich, charge, watch YouTube in the car, and sometimes, I even get to enjoy a nice sunrise on the way home.
Friday mornings are sacred:
✅BEC on a bagel from Sheetz
✅early AM supercharging rates
✅Bob does sports @sheetz @tesla @RobbyBerger pic.twitter.com/hu5iemAgEd— Joey Klender (@KlenderJoey) September 26, 2025
If I have to go at night, my Fiancè and I usually use the opportunity to spend time together. We’ll run over to the Supercharger, grab snacks, and watch whatever we’re binging on Netflix (right now, it’s Narcos).
Many people said that Supercharging would cost me more than filling up my gas car. According to my Tesla app, that simply isn’t the case.
While I have been forced to charge during peak hours at times for about a month and a half, in about fifteen charging sessions, I’ve saved about $70. Over the course of a year, that would equate to over $800.
Utilize Other Charging Solutions
Although my Charging Stats above show that I’ve only used it 1 percent of the time, I have the advantage of free charging at my grocery store.
It is a Shell Recharge EV charging station, and there are two of them at the store. I used my J1772 adapter to charge, and it charges slowly at 11.5 kW.
However, it is great if you’re doing your shopping for the week and you’re stuck at the store for an hour or two. If you have one or two of these at your grocery store, just remember to be courteous and charge until you have a reasonable amount of range.
What I’ll Do Moving Forward
One ongoing effort has been pushing my leasing office to install a few EV chargers in our neighborhood. Because we rent, we are truly at the mercy of what the leasing office will allow and what they’ll do to make the lives of EV owners easier.
I’m hoping to continue pushing the management company to a point that will eventually get EV chargers in the neighborhood, especially while I live here and for those who will live here after we leave.
News
Tesla widens rollout of new Full Self-Driving suite to more owners
Tesla started rolling out Full Self-Driving v14 nearly two weeks ago, but it was a very controlled release that made its way to only a small group of owners who are part of the EAP.

Tesla is widening its rollout of the new Full Self-Driving suite to more owners, after it had been confined to those in the Early Access Program (EAP) for a couple of weeks.
Tesla started rolling out Full Self-Driving v14 nearly two weeks ago, but it was a very controlled release that made its way to only a small group of owners who are part of the EAP.
It seemed logical to keep things tight; v14 was Tesla’s first major FSD release in a year, and it featured a handful of new features, including a new, slower driving profile known as “Sloth,” and the ability to park in an area at the destination that was designated by the driver.
There were also other improvements, including parking garage navigation, yielding for emergency vehicles, better recognition and handling for road debris, and a more refined ride experience overall. So far, it has been the best FSD suite Tesla has rolled out, capable of more than any previous release.
However, it has only been available to that small group of EAP Tesla owners. Now, it appears Tesla is starting to roll out Full Self-Driving v14 to more owners for the first time with v14.1.2:
I LOVE YOU HOLY SHIT @Tesla_AI pic.twitter.com/AdQSWLO9oa
— Mike P (@mikepat711) October 16, 2025
Tesla rolled out FSD v14.1.2 for the first time last night, introducing further refinements to the initial two v14 iterations that were made available to owners, as well as the new Mad Max Speed Profile, which offers higher speeds during travel and more lane changes.
Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet
The first reviews of the Mad Max Speed Profile have been raving with positivity. Owners praise its ability to handle congestion and heavy traffic, as well as its decisiveness and reduced hesitation, which other Profiles have been noted for in the past two v14 releases.
The expansion of the FSD suite, especially with this new version, will make so many owners happy, as the release has been slow, controlled, and exclusive. Now that it is making its way to more Tesla owners, we will see more refinements and features in the coming weeks.
Investor's Corner
Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.”
Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.
Tesla’s AI and autonomy narrative
Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.
Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.
Still cautious on TSLA
Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.
Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.
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