Lifestyle
After Tesla’s rise, the “Best Worst EV Denial” award in legacy auto goes to…
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.)
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.
“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.
“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?
Elon Musk
The Boring Company just doubled its tunneling power in Nashville
The Boring Company’s Prufrock MB2 is commissioned and ready to mine beneath Nashville’s streets.
The Boring Company’s second tunnel boring machine, Prufrock MB2, is officially ready to dig in Nashville. The company confirmed the news on X, posting: “Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here. Will MB2 catch up to MB1, who had quite the head start? And Prufrock-MB3 ships in August!”
MB2 arrives with meaningful improvements over its predecessor. Lessons learned from the launch and operation of MB1 have already been applied to MB2 to improve efficiency and prepare the machine for launch.
Traditional tunnel boring machines operate in a stop-and-go cycle, digging roughly five feet, halt, erect precast concrete segments to line the tunnel wall, then resume. That repeated interruption is one of the main reasons conventional tunneling is slow and expensive. Prufrock is designed to install the tunnel liner simultaneously with mining, eliminating the need to stop every five feet. The machine also skips the need for excavated launch pits. Prufrock arrives on a truck, tilts down, and launches into the ground within 24 hours. And when the tunnel is complete, it emerges from the ground and drives to its next launch site on a trailer, eliminating the need for expensive cranes or pit excavation. The machine is also fully electric and runs with zero people in the tunnel during normal operations, controlled remotely from a surface operations center.
Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here.
Will MB2 catch up to MB1, who had quite the head start?
And Prufrock-MB3 ships in August! pic.twitter.com/TTrMql2aRg
— The Boring Company (@boringcompany) June 17, 2026
It won’t be long before we hear of another major update on The Boring Company’s Music City Loop project – a planned underground transit network beneath Nashville that would move passengers in electric vehicles through a series of tunnels at highway speeds, and bypassing surface traffic entirely. Nashville was selected in part because of its strong rock conditions that suits the Prufrock machines well, and relatively less regulatory hurdles.
Progress has been steady on multiple fronts. All 37 permits and approvals required ahead of tunneling have been obtained, out of 45 total. Key wins include a fully executed TDOT tunnel permit authorizing 25 miles of tunnel, unanimous airport authority approval for a Nashville International Airport station, and the city’s first residential station agreement serving downtown tower residents.
With MB1 already tunneling, MB2 now commissioned, and MB3 shipping in August, Nashville is becoming something of a live proving ground for scaled tunnel boring. The broader ambition is not limited to one city. The Boring Company’s stated goal is to make underground transportation a practical alternative to surface roads across major metro areas. Nashville is one of many cities, including a successful Las Vegas tunnel system, where that idea is being put to the test at real speed.
Investor's Corner
Tesla unfolded its first European “folding Supercharger”
Tesla’s folding Supercharger just arrived in Europe and it changes how fast charging expands.
Tesla’s Folding Unit Supercharger has officially landed in Europe, with the company teasing a new installation in its effort for a broader rollout targeting major motorway rest stops across the European continent in Q3 2026. The arrival marks a notable shift in how Tesla is thinking about network expansion, moving from hardware performance alone to engineering the logistics chain itself.
While Tesla did not reveal the exact location for the new folding Supercharger in Europe, the photo shared on X heavily suggests that this maybe somewhere in Norway. Historically, whenever Tesla rolls out an entirely new infrastructure architecture in Europe, whether it was the original Supercharger stalls years ago or these brand-new modular V4 “Folding Units”, Norway is almost always the designated launch pad because of its unmatched EV adoption rate and supportive infrastructure
The Folding Unit, introduced in March 2026, is a factory pre-assembled V4 charging station built on an industrial hinge system mounted to a heavy-duty concrete base. The entire assembly arrives on site ready to unfold and connect. Tesla confirmed the units feature telescopic light poles specifically designed for easy transportation and fast on-site deployment, a detail that signals how carefully the logistics chain has been engineered alongside the hardware itself. The design allows 33% more stalls per delivery truck, cuts installation time roughly in half, and reduces overall deployment costs by more than 20% compared to traditional installations.
Tesla’s newest “Folding V4 Superchargers” are key to its most aggressive expansion yet
Tesla also noted telescopic light poles which provide benefits over traditional Supercharger installations that require fixed-height poles that are awkward to ship, slow to position on site, and often require separate crews and equipment to erect before charging hardware can even be staged. By engineering poles that compress for transit and extend on arrival, Tesla has removed one of the quieter bottlenecks in the physical deployment process. Every hour saved on a light pole installation is an hour redirected toward getting stalls energized. At scale, across dozens of new sites per quarter, those hours add up to a meaningful acceleration in how quickly a location goes from approved permit to serving its first customer.
Each Folding Unit pairs a single V4 power cabinet with eight charging posts. The V4 cabinet delivers up to 500 kW per stall for passenger vehicles and up to 1.2 MW for the Tesla Semi, supporting twice the stalls per cabinet at three times the power density of its predecessor. Longer cables make every new station immediately usable by non-Tesla vehicles, a priority as Tesla continues opening its network to Ford, GM, Rivian, Hyundai, Stellantis, and others.
As Teslarati reported when the Folding Unit was first unveiled, Tesla’s Gigafactory New York produced its final V3 Supercharger cabinet in March 2026 after more than seven years and 15,000 units, completing a full pivot to V4 production. The European arrival of the folding design is the next chapter in that transition.
Faster and cheaper deployment means Tesla can justify building in markets and corridors that were previously too expensive to serve, filling the coverage gaps that have slowed EV adoption outside major urban centers.
First Folding Unit Superchargers in Europe 🇪🇺 https://t.co/KNfYWJukkL pic.twitter.com/YR1udIpH1i
— Tesla Charging (@TeslaCharging) June 10, 2026
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Texas man charged in fatal Tesla crash where he blamed Autopilot
Tesla’s strong Q2 deliveries: Four key drivers behind the surprise
