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Will the 200 mi, $30k Chevy Bolt challenge Tesla’s Model 3?

The Chevy Bolt and Tesla Model 3 will be priced nearly the same and will have about the same range. Is there room enough in the market for both or will one dominate the other in sales?

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Chevrolet unveiled its production all electric Bolt at the Consumer Electronics Show (CES) this week. Promising a range of 200 miles on a single charge, and at a price point in the $30,000 range, the Chevy Bolt has many wondering how this will stack up against Tesla’s upcoming mass market Model 3, to be unveiled in March.

Chevy Bolt

Price and Range

Both cars will be similarly priced. Tesla says the Model 3 will start at $35,000. Mary Barra, GM’s CEO said at CES on Wednesday the Bolt will start at $37,500 before incentives and rebates. Though she didn’t give any details about trim levels and options, we know that a fully equipped Chevy Volt costs about $8,000 more than the base model. Add the same amount to the Bolt and you have a retail price just north of $45,000.

In all likelihood, Tesla will offer a number of options on the Model 3 including a choice of battery sizes, single or dual motors, and possibly falcon wing doors as hinted by Elon Musk. It wouldn’t take much to get the price of a Model 3 above $45,000. We wouldn’t be surprised if a fully loaded Model 3 nudges the $60,000 mark.

Styling

Chevrolet_Bolt-Front-3-4
Beauty is in the eye of the beholder, which couldn’t hold more true when it comes to the looks of the Chevy Bolt. Some have said it resembles a BMW i3 in the front and a Honda Fit in the rear. Despite the compact look of the Bolt, it’s quite roomy inside. The front seats are a monopost design similar to what Tesla uses for the second row seats in the Model X. The center console floats between the seat, leaving lots of foot room for rear seat passengers. The Bolt’s flat floor means it’s easy to slide in and out. It also has slightly more cargo room than the Honda Fit.

No one knows yet what the Model 3 will look like, but Tesla has done an excellent job designing its cars so far. The Model S still looks modern even though it has been on the road for 4 years. We hear reports that Elon is pushing his engineers to get the coefficient of drag on the Model 3 below .20, which may require some extreme exterior designs. From what we know, the Model 3 will be larger than the Bolt, but is expected to be a sedan, at least initially. The Bolt is more of a crossover utility vehicle.

Connectivity and Autonomous Driving

Tesla has an enormous lead over other manufacturer thanks to its Autopilot software that shares what it knows with other Teslas via the cloud. It also has one of the user interfaces in the business. The touchscreen in the Bolt is adequate but not groundbreaking. The area where the Bolt and the Model 3 may be direct competitors is in the market for on-demand car sharing.

Chevrolet_Bolt-Interior-City
Ms. Barra announced the Bolt will have app based software that will make it suitable for car sharing. The corollary is that General Motors just invested a half billion dollars in Lyft. It clearly is positioning itself for the new transportation paradigm in which people don’t own cars anymore. They simple request the kind of car they need when they need it and pay the appropriate fee. Particularly for people in crowded urban areas, that model makes perfect economic sense.

But Tesla has its eye on that market as well. Who can forget Elon’s awkward moment during a recent conference call when analyst Adam Jonas asked him if Tesla was interested in pursing on-demand car sharing? Musk’s demeanor made it clear that Jonas’ question had hit a nerve. That’s where the collision between the Chevy Bolt and the Tesla  Model 3 may occur, as both attempt to exploit new market opportunities.

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Timing 

Mary Barra confirmed Wednesday that Chevy Bolt production will begin late in 2016. That should give it about a one year head start in the market on the Tesla Model 3 — assuming Tesla keeps to its stated timeline. If it does, it will be the first time in company history. If it is delayed, it may spot the Bolt such a massive lead that it will never be able to catch up.

Elon Musk has challenged other automakers to make more and better electric cars. The Chevy Bolt is GM’s first attempt to rise to the challenge. Whether it is a Tesla killer or just a pretender won’t be known until at least a year from now.

"I write about technology and the coming zero emissions revolution."

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OpenAI cites distrust of SpaceX in decision to drop Cursor partnership

OpenAI will cut SpaceX-owned Cursor’s model access in November, citing Musk’s history of broken contracts.

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OpenAI, the company behind ChatGPT, announced late Friday that it is ending its partnership with Cursor, cutting off the coding tool’s access to its models on November 12. The move comes two weeks after SpaceX completed its $60 billion acquisition of Cursor’s parent company, Anysphere, folding the popular AI coding assistant into Elon Musk’s growing SpaceXAI division.

In a post on its website, OpenAI said the decision came down to trust, not technology. “We cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk’s companies violating contracts,” the company wrote. OpenAI pointed to two specific incidents: X, now part of SpaceX, allegedly breaking the terms of an existing OpenAI contract after Musk bought Twitter.

That lawsuit is the backdrop for all of this. Musk cofounded OpenAI in 2015, left the board in 2018, and sued Sam Altman and Greg Brockman in 2024, arguing they abandoned the company’s nonprofit mission for profit. A federal jury sided with OpenAI in May, finding Musk waited too long to sue rather than ruling on the merits of his claims. Musk said at the time he would appeal to the Ninth Circuit, calling the outcome a “calendar technicality” rather than a real judgment.

Elon Musk breaks silence on OpenAI trial decision

SpaceX’s interest in Cursor predates that verdict by weeks. The company first struck a deal with Cursor in April, securing an option to acquire it for $60 billion or pay $10 billion for joint development work instead. As Teslarati reported at the time, the logic was straightforward: Cursor was paying retail prices to Anthropic and OpenAI, two of its most direct competitors, every time a developer used its product, while SpaceX had idle capacity on its Colossus supercomputer, roughly the equivalent of a million Nvidia H100 GPUs, that Cursor could use to train its own models instead. SpaceX exercised the option in June, days after its own IPO, and the deal closed in mid-August.

Once it closed, Musk moved fast. On an all-hands call with more than 1,000 Cursor employees, he reportedly told staff that SpaceXAI’s Grok was playing catchup in the AI race, unlike Tesla and SpaceX in their own markets, and singled out Anthropic as the company to catch. Cursor CEO Michael Truell now reports directly to Musk inside SpaceXAI.

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Elon Musk admits he was ‘clearly wrong’ about Anthropic

Losing OpenAI’s models leaves Cursor leaning harder on Anthropic’s Claude, which has its own compute agreement with SpaceX, and on Cursor’s in-house Composer model, the one SpaceX’s compute was supposed to accelerate in the first place. OpenAI framed the November deadline as maximum notice under its contract, and said it wants to “go above and beyond” to help developers through the transition. Whether Anthropic makes the same call is now the open question in AI coding.

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Tesla Theater might be getting plenty more streaming platforms

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Credit: YouTube/Tesla Theater

The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.

However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.

Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:

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The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.

This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.

Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.

Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.

Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.

Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround

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Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.

Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.

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Tesla Semi’s biggest adoptee gives an update on production timeline

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Credit: Tesla

Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.

Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.

Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.

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The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”

In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.

Tesla Semi gets its largest order yet

Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.

Tesla plans to launch the Semi officially on September 24, five months after production started ramping.

Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.

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