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How other industries see Tesla Motors
This what industry players are having a hard time seeing, how a startup focuses on vision instead of cash flow profit and the mundane.


I caught my second glimpse of Elon’s Roadster at a car event where I saw the charging cord daisy chain here.
The latest wild swings in the Tesla news fueled by New Jersey’s infamous closing of its doors on allowing the company to sell directly, has had greater repercussions than anticipated. Our original $5B Gigafactory and how Tesla will disrupt more than carmakers article, written on March 4th on how disruptive its Gigafactory will be, has gained a lot of traction. Since then, the investment world seems to take Tesla Motors a little more seriously, even the articles on Seeking Alpha are becoming favorable to the company. We are happy to see the specialized press also acknowledging the potential Tesla is, not just as a cheerleader for electric cars, with GreenCarReports writing about how much more than a carmaker the company is. And yes, Panasonic is not the only battery maker wondering where this whole Gigafactory is going and what it means to their business model. I wrote a similar article on CarNewsCafe.
Tesla Motors is.. a lifestyle statement!
Tesla Motors really boils down to two fundamental trends. It is part of the answer many want to see, a different future than the one presented by most companies and what mainstream carmakers are satisfied with. It’s also about one entrepreneur’s vision of wanting a fun electric car to drive, Elon Musk. Doing only what an entrepreneur does best with a startup, it begins with a clean slate. It is extremely nimble and capable of tackling far greater changes than an established company. Tesla Motors has never been, will never be and can never be defined as a carmaker. It is much more than that with Superchargers, soon a battery factory, an indirect solar energy company, and much more. This is what traditional carmakers and investors were having a hard time understanding, the whole picture and how out of the box the Tesla business model is.
If we are blessed and cursed with ADD and always wanting more, this can be a great fuel for innovations, but it can also frighten companies focused on keeping a steady cash flow. Startups need to continuously innovate and at some point, they too become established companies, see Apple and Google, for example. Certain established companies rekindled their original drive and unique DNA, such as IBM going back to consulting, dropping manufacturing out of the equation. That is the only way for a startup to survive in the long run, leaving the rest to linger.
Tesla will continue to innovate, as long as it keeps focusing on what matters. What matters is what we all want, a change, a real change away from the mundane. Tesla answers this and will continue to disrupt more than carmakers, as we noted in our March 4th article.
Solar City and the challenges it faces
Solar City is one of the outlets where Tesla Motors can surprise us the next few years. The company made solar panels a household name, but it faces the entrepreneur’s dilemma, how to go forward and continue innovating.
Solar City is good at one thing, leasing photovoltaic (PV) panels with a promise to cut your electric bill by at least $25. Since then, it has done little more than that. Today, Solar City virtually sits on most rooftops, making it one of the biggest energy maker in the U.S. It will need to move beyond the leasing model, which really isn’t that economical for the long term. Solar City, through Elon Musk’s vision should be where the next Tesla Motors saga will reveal its next strategic move. The Gigafactory will use solar energy and should indirectly motivate Solar City to move beyond simply leasing. It could morph into an energy management company. This is what happened to Coulomb Technology as it spun off its manufacturing process to ChargePoint and got into the management aspects of the business, much like IBM. Solar City is the last company Elon Musk hasn’t reworked yet. It is fully poised to reap the benefits of its energy management before the government runs out of patience with it. With the Superchargers in place, this juggernaut has a complete portfolio for energy management.
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Mazda adopts Tesla’s North American Charging Standard (NACS) in Japan
Mazda’s decision to adopt Tesla’s standard is intended to provide more convenience to customers.

Japanese automaker Mazda Motor Corporation has announced that it has reached an agreement with American electric car maker Tesla to adopt the North American Charging Standard (NACS) for its EVs.
The update was shared by Mazda in a press release.
Mazda’s NACS Commitment
As per Mazda in its press release, NACS will be adopted for battery electric vehicles that will be launched in Japan from 2027 onward. This is quite interesting as Tesla’s NACS system will be used by Mazda within Japan. As per the automaker, its decision to adopt Tesla’s standard is intended to provide more convenience to customers.
“Mazda adopted NACS to provide customers with greater convenience by a broader range of charging options. This will provide Mazda BEV customers with access to Tesla Superchargers across Japan. Mazda BEVs will be compatible with other charging standards besides NACS with the use of adapters,” Mazda wrote in its press release.
Not the Only Japanese NACS Adopter
Interestingly enough, Mazda is not the first Japanese automaker to adopt NACS to take advantage of Tesla’s Supercharger Network in Japan. In September last year, Sony Honda Mobility announced that it was adopting NACS for its AFEELA electric vehicles. While AFEELA’s EVs are expected to be initially available in the United States in 2025, the vehicles will also be coming to Japan later on.
Mazda’s adoption of Tesla’s charging standard was praised by Tesla Director of Charging Max de Zegher, who noted that it is only a matter of time before NACS becomes the standard in Japan and other countries. NACS has so far been adopted widely by electric car makers in the United States.
“NACS becoming the standard in Japan (and South Korea) seems like only a matter of time now. It’s also great to see other fast-charging networks starting to install NACS in Japan. Tesla Charging is accelerating the transition to NACS, for the industry to get clarity faster. Vehicle manufacturers also don’t want to build market-specific variants— like CHAdeMO just for Japan or CCS1 just for South Korea,” the Tesla executive wrote in a post on X.
Elon Musk
Tesla proves once more that its factories are its best product
Tesla’s factories are the company’s biggest products–literally.

Tesla’s factories are not just the company’s biggest assets. They are also its best product. This is, at least, as per Tesla China’s recent post on social media platform Weibo.
Tesla China’s Weibo post was shared to celebrate Giga Shanghai’s changeover to the new Model Y, which is currently being delivered to consumers globally.
Tesla’s Best Product
In its post, Tesla China noted that Gigafactory Shanghai was able to complete its new Model Y production ramp up in just six weeks. This is a new record for Tesla, and it speaks to the company’s intense focus on efficiency. Tesla also highlighted the Cybercab’s production line in its Weibo post, stating that the upcoming vehicle will see “ultra-high levels of automation” when it gets produced.
“The factory is Tesla’s best product—Tesla Shanghai Super Factory completed the new Model Y production capacity ramp-up within 6 weeks, setting a record for the company’s fastest model production speed. In the future, the North American factory is expected to roll out a Tesla self-driving electric Cybercab every 5 seconds to subvert the vehicle production and manufacturing model. Adhering to the first principle of car manufacturing is Tesla’s core advantage that is difficult to copy,” Tesla China wrote in its post.
Tesla’s Factories
Tesla’s factories are among the best in the world. Tesla only operates four vehicle factories for its entire vehicle lineup today, which is quite impressive for a company that has so far sold up to 1.8 million vehicles per year. Tesla is expected to improve its factories’ output with its future vehicles as well, with Elon Musk stating during the company’s Q1 2025 All-Hands Meeting that the Cybercab’s factory will look more like a high-speed consumer electronics line than a car production line. These innovations, Musk noted, should allow Tesla to ramp the Cybercab’s production to 2 million units per year.
Musk highlighted the importance of Tesla’s factories in the first quarter earnings call as well. While discussing the Cybercab’s line, Musk noted that with Tesla, the factory is as much a product as its cars. “The factory is the product as much as the car is the product. So, this really is the first principles approach to manufacturing that will ultimately allow us, I think, to… achieve a cycle time, meaning a unit every five seconds or less, off a single line,” Musk stated.
News
Starlink to launch on United Airlines planes by May 15
Select United Airlines passengers will get free Starlink internet, with 200+ Mbps speeds. Early testers streamed MLB & live news with ease.

Starlink will launch on United Airlines planes by May 15, 2025, providing select passengers with free internet inflight.
Recently, Sean Cudahy from The Points Guy tried out United Airlines’ free Starlink Wi-Fi. The airline invited a few media to try out Starlink Aviation Wi-Fi before its official launch.
According to Cudahy, connecting to Starlink was easy. All he had to do was take out his phone and connect to the Unitedwifi.com network, which took him to a landing page. Once he clicked “get started” on the landing page, it opened the United mobile app on his phone.
The United app verified Cudahy’s status as a MileagePlus member. After that, all he had to do was click on “connect,” and he was all set. Starlink’s speed was reliable and just what passengers would need on a long flight.
“I ran a speed test, and it clocked the Wi-Fi at 217 Mbps of download speed, and 26.8 Mbps of upload speed,” noted Cudahy.
Cudahy added that connection to Starlink Wi-Fi on his other devices, like his tablet, was easier. All he had to do was scan a QR code on his phone from his tablet.
“United certainly isn’t exaggerating on the speed of the service: I was able to simultaneously watch a live news feed about the selection of a new Pope on one device, and stream a live Major League Baseball game on another,” The Points Guy noted in his review of Starlink Aviation.
United Airlines is offering Starlink services for free to MileagePlus members. Based on Cudahy’s experience, it’s best to download the United mobile app before your flight.
United Airlines expects to equip all 300 of its Embraer 175 planes with Starlink by the end of the year. It plans to install 40 regional jets with Starlink equipment every month.
Last month, the Federal Aviation Administration (FAA) approved United Airlines’ Starlink-equipped planes. United plans to roll out Starlink Wi-Fi across all its flights. It is currently working to receive FAA approval to install Starlink equipment on over 16 aircraft models.
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