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After Tesla’s rise, the “Best Worst EV Denial” award in legacy auto goes to…

(Image: Tesla)

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Tesla is a lot of things to a lot of people, but if you’ve found yourself in the “catch up” position that most legacy auto makers have these days in producing zero-emissions vehicles, the all-electric newcomer is a force that needs to be slowed down by something… Anything, really. What about a diesel revival? What about customer demand? What about a hydrogen revolution?

Well, what about them?

First things first, let’s recognize that unlike most of its petrol brethren, Porsche read the memo early about inevitable vehicle electrification (after a bit of push back, naturally), and its first major step was to dump diesel. CEO Oliver Blume summarized as much in a recent statement to CNN. “We as a sports car manufacturer…have come to the conclusion that we would like our future to be diesel-free,” he commented on the company’s announcement of the decision. The all-electric Taycan is set to be unveiled in September, and from what we’ve seen so far, it looks like it will be a power-packed beauty worthy of the Porsche name. Bravo!

What about diesel and demand?

Moving on, we all know Volkswagen’s original competitive strategy to sell “lower emissions” diesel vehicles was bunk, not to mention highly illegal and very expensive to make amends for, and most of us know they’ve since invested a lot of (forced) money into green energy projects to make up for it. (See: Dieselgate) Some of us may even think they’ve finally come around to agreeing with Elon Musk and company about the direction of the automotive industry with their upcoming Volkswagen ID. family of e-cars and other pretty words put out to that effect.

I have my doubts, but more on that in a bit.

One of the interesting perspectives on electric vehicles (EVs) I’ve read coming from a legacy auto executive was from Ralf Speth, CEO of Jaguar Land Rover. “According to industry forecasters, a global share of 20 percent to 30 percent for electrified vehicles is expected by 2025. When you turn this around, it means that 70 percent to 80 percent of all vehicles around the world will have conventional engines. Let me add that today’s diesels…are absolutely CO2-efficient and clean,” Speth told the publication Automobilwoche in a recent interview. I guess he’s not wrong on current stock, but having a lot of clearance items on a rack is only a selling point for so long. This is both “whataboutism” and a strange variation of the “cup is half full” metaphor. (The cup is 70-80% full of mixer when I ordered a shot? Sorry.)

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Love me some early morning smog. I hear diesel emissions are clean, though. | Image: Pixabay

Speth also claimed electric cars are still too expensive and have poor infrastructure to lure in many customers. It’s almost like he’s never heard of Tesla or his own company’s EV, the award-winning I-PACE. It’s almost like he forgot what his own company’s luxury vehicles cost at the baseline. (Hint: It’s more than $35k) There’s talk that Jaguar might go all-electric in the next 10 years, but walking is much more important than talking.

Speth isn’t alone in this sentiment, either. On one hand, BMW is ramping up its electro-mobility efforts by purchasing cobalt and lithium and preparing battery farms and systems for grid stabilization. On the other hand, the legacy auto maker only seems to be going through the motions because the European Union’s emissions regulations says they must. Imagine being told you have to take 20% less cheese on your pizza (which you love) and then singing the praises of tomato pies the next day. It’s a bit odd, I think.

Although the German auto maker is currently undergoing a changing of the guard in ousting CEO Harald Krüger due to poor performance in electrification efforts, a negative approach to EVs seems to be par for the course for the company’s leadership. Krüger may be leaving, but BMW AG board member and Head of Development Klaus Fröhlich is said to be one of two men in the running to take Krüger’s place. Even if he doesn’t get the top spot, he’s still part of the top leadership.

The Jaguar I-PACE. Looks like a good start. | Image: Pixabay

“I think the discussion about electro-mobility is a little bit irrational,” Fröhlich recently told Australian journalists at the 2018 Paris Motor Show. “The diesel development from BMW perspective is quite dramatic. We have, I think, more or less the best diesels. All tests show that we have the lowest emissions. We have a spiral in Europe where every politician sees only one solution – diesel bashing. From a CO2 and customer perspective, a modern diesel is a very good solution. Especially for heavy, high-performing cars,” he added. Here’s another recent gem from Fröhlich during a roundtable discussion:

“If we have a big offer, a big incentive, we could flood Europe and sell a million cars, but Europeans won’t buy these things. Customers in Europe do not buy EVs. We pressed these cars into the market, and they’re not wanted. We can deliver an electrified vehicle to each person, but they will not buy them.”

It appears both Fröhlich and Krüger have a case of “whataboutism” here in terms of diesel. You know who else has this same affliction? Volkswagen AG CEO Matthias Müller. While the auto giant is investing billions of dollars into electrified transport, Müller is still hoping for a ‘diesel renaissance’ of sorts for whatever reason. “Diesel will see a renaissance in the not-too-distant future because people who drove diesels will realize that it was a very comfortable drive concept. Once the knowledge that diesels are eco-friendly firms up in people’s minds, then for me there’s no reason not to buy one,” he told media groups in September.

Someone should tell him that internal combustion engines (ICE) are in the crosshairs of regulators next, with countries like Norway leading the way on ICE bans.

What about hydrogen?

Then, there’s the hydrogen hope. Elon Musk’s disdain for the inefficiencies of fuel cell vehicles is well known in the Tesla community and beyond, and it’s hard to disagree with his position unless you’re in the business to benefit from his mistakes. In contrast, one auto industry expert predicted that the market would see a shift to hydrogen in the next decade or so.

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Fair or not, hydrogen and the Hindenburg disaster still go hand-in-hand in the public psyche.

“The fuel cell is not ready to kick in yet. By 2030, we’ll see that coming, especially in passenger cars that run long distances, or trucks… Fuel cell is not out of reach,” argued Dr. Felix Gress, head of industry consultant firm Continental’s corporate communications and public affairs. “The battery technology, according to our estimations, has its limits,” he continued, adding that “it doesn’t generate enough range” for some people’s needs.

I’m not an expert in physics, merely a fan of the stuff that keeps me attached to the planet, but I have yet to see any layman’s argument in favor of fuel cells that’s more convincing than Musk’s (and others’) arguments against it. In the end, though, how can someone point to infrastructure issues with EVs as an argument for fuel cell cars while hydrogen networks are practically non-existent?

“The Monica” Award for EV Denialism

All of this “whataboutism” sounds like a matter of ego bruising to me. Tesla isn’t just ahead in the game when it comes to electric vehicles. The Elon Musk-led venture has become the main boss level at this point. With that in mind, competitors seem to be scrambling to find some sort of leverage to claim some sort of title for some sort of silly reason.

  • Electric vehicle sales are ramping up everywhere they’re sold? What about these diesels we still have on the lot?
  • Customers are buying more EVs as the battery tech gets better and the charging infrastructure gets larger? What about the infrastructure that’s still needed? What about the batteries that have yet to be made?

The current state of Tesla’s legacy auto competitors reminds me of an episode of the classic 90s sitcom Friends. One of the main characters, Monica, was a perfectionist who needed to be the best at everything, but she would give her friends these terrible and painful massages throughout the episode. After her boyfriend finally admitted the truth to her, he consoled her by saying if there was an award for the “best bad massages” she’d “get all the votes.”

They agreed the award would be called “The Monica.”

Do you think there are legacy auto makers in the running for “The Monica” of EV denialism? If so, which ones?

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Elon Musk

Elon Musk says he knows how to save Earth for a billion years

Elon Musk says sentient AI satellites launched from the Moon could keep Earth livable forever.

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Elon Musk spent part of his weekend describing a plan to keep the planet livable for roughly a billion years, and it starts with satellites that can think for themselves.

In a post on X, Musk argued that swapping fossil fuels for solar and wind power will not be enough to protect humanity from what he called extremely severe extinction events, the kind that occur roughly every 100 million years. His fix is what he called sentient satellites, or solar-powered satellites, controlled by AI, that would sit in a fixed spot between Earth and the Sun after being launched off the Moon using a giant electromagnetic catapult instead of rockets.

The satellites’ onboard AI would make continuous, small adjustments rather than waiting on human instructions. The mass driver is Musk’s proposed way of getting the raw material there cheaply by using an electromagnetic launch track built on the Moon, where lower gravity and no atmosphere make it far easier to fling cargo into space than it is from Earth.

Musk shared a Grok generated estimate suggesting roughly 5 percent of Florida’s land, or about 1.68 million acres, could face regular flooding by 2070 under a high sea level rise scenario, and said humanity has about 50 years to act before coastal living looks very different than it does today.

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This is not the first time Musk has floated the idea. He raised a similar concept in November, describing a solar powered AI satellite constellation that could make tiny adjustments to incoming sunlight to fine tune Earth’s temperature. Musk has also tied planetary risk to his broader vision at SpaceX, where his compensation package is explicitly linked to establishing a self-sustaining Mars colony, one he has described as an insurance policy against the kind of extinction event he referenced this weekend, and where he has said humans could set foot within five to seven years.

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Lifestyle

Police sergeant recounts his Neuralink journey with Elon Musk’s brain chip

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A former Vancouver police sergeant with ALS accounts his journey to become a patient for Elon Musk’s Neuralink wireless brain-computer interface technology.

“I’m texting you from my brain right now.” That was the first message Lee Marten sent after waking up from Neuralink surgery, five hours and one migraine after dozens of threads were stitched into his motor cortex.

Marten, a former Vancouver police sergeant, is one of the first Canadian ALS patients to receive Neuralink’s N1 brain implant, and the 26th recipient overall. He tells his story in a first-person account published by Maclean’s.

Marten recounts how he was a healthy, athletic Vancouver police sergeant until April 2022 when symptoms of muscle twitching and balance loss, were followed by a bad fall that broke his leg. He would eventually be diagnosed with ALS in early 2025 at the age of 47. ALS, also known as Lou Gehrig’s disease, is a fatal neurodegenerative disease that progressively destroys the motor neurons controlling voluntary muscle movement, eventually taking away a patient’s ability to walk, speak, swallow and breathe. There’s no cure, and most patients live two to five years after diagnosis.

He describes the devastation of the diagnosis and how he began preparing for it while connecting with other young ALS patients through a WhatsApp group called Young Guns. Through that group he learned about a Neuralink clinical trial at Toronto Western Hospital and, after a roughly seven-month vetting process (physical assessments, psychiatric evaluation, a final interview with the Neuralink team), was accepted this past April as the trial’s 26th recipient and the first Canadian ALS patient to get the N1 implant. He recounts the May surgery in detail, including the robotic system that stitched 64 threads into his brain, and describes the app, Link, translating his neural signals into cursor control, which he was using within hours of waking up.

Marten walks through what daily use looks like, including weekly “brain training” exercises, a real-time neural-activity display, charging the implant via a beanie-mounted MagSafe charger, and using the implant for emailing, texting, social media, and gaming via a “Magic Box” that connects it to other devices. He also gives brief context on brain-computer interface history and quite candid about Musk, calling him “divisive” but saying he found him “easy to admire.

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The piece closes on a heavier note, with Marten seeking to pursue medical assistance in dying as his symptoms progressed, noting that he’ll be able to communicate his final words to his family through Neuralink rather than facing a silent decline. He expresses hope the data from his case will help future ALS patients, even without a cure in his own lifetime.

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Investor's Corner

Tesla Robotaxi gets a massive upgrade in Nevada

Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.

The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.

That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.

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Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.

Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.

The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.

Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.

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