Connect with us

News

Are hydrogen cars competition for Tesla?

Published

on

Reading the news and making sense of PR pitches is an art and a science. The art is reading through the pitches, determining where the motivation is and what lies behind. The science is re-articulating the message behind pitches. The latest news campaign is that hydrogen fuel cells cars are competition to Tesla and electric vehicles (EV).

Sifting through the news

Are hydrogen fuel cell cars competition to EVs? And if so, how are they competing? Those are basic, relevant questions we need to keep in mind when reading the news. Matthew Levy on Seeking Alpha believes Toyota and Hyundai’s hydrogen fuel cell vehicles compete with the Model S. The truth is, Toyota and Hyundai are not in the same league as Tesla Motors in terms of their respective segments and innovations.

hyundai-hydrogen-powered-fuel-cell-electric-vehicle

The article tries to make a point that by opening the doors to its charging protocols, Tesla won’t sue those who use these protocols in good faith. The article argues that Tesla’s new competitors are growing, but include the Detroit VIA Motors that converts pickup trucks to plug-in hybrids (PHEV) and Harley-Davidson’s new and loud Project LiveWire, a noisy electric motorcycle I covered on CarNewsCafe. According to Matthew Levy: “While these are not direct competitors to Tesla’s sedans, they do show the shift in attention to electric vehicles. Combined with Chevrolet’s Volt (GM) and the Nissan Leaf, the electric vehicle market is becoming crowded behind Tesla. With the availability of Tesla’s patents to other electric vehicle manufacturers (who have more resources than Tesla), the gap should continue to shrink.”, indeed, it will and it should. No one would argue that, least of all Elon Musk.

Vorsteiner V-FF 101 Tesla Model SThe article points to a theoretical advantage Tesla has over the competitors. “With the same driving range on the upgraded models,” we suppose the article refers to the P85, “as well as much longer charging times,” larger tanks take longer to fill as well, “the Model S only holds a slight advantage over its hydrogen competitors, if any.” Really? How so? Try an encyclopedia of advantages. It is a full electric vehicle that comes with the freedom of choice of accepting your very own home 110V outlets, your dedicated 240V plug, your home high-powered Tesla charger, the option for the free Supercharger, depending on your time to recharge and where you are. Now, add to this the fact that you and I can make electricity from solar energy, wind, hydro, and any other alternative and renewable energy, or simply just plug it in anywhere.

These are huge advantages hydrogen does not offer yet. Using hydrogen, we go back to the pump and are not in control of the energy price. To be fair, utilities are slowing down personal alternative energy systems and are trying to inflate energy prices, but almost anyone can choose which energy origin to use for their EVs. If you don’t like the grid, install an alternative energy system at home. The same can’t be said about hydrogen fuel cell. I can build an electric motor or buy one on the cheap, I can’t do the same with a fuel cell. EVs offer energy choice, hydrogen does not yet.

Advertisement

The hidden message and the driving motivation

It is obvious by now that the hydrogen phenomenon hasn’t taken the world by storm. Contrary to the article, Hyundai already has a hydrogen fuel cell vehicle offered to the public and Honda has had its Clarity for lease since 2008. Hydrogen fuel cell has its place in the world of energy, but so far it’s been limited to places where solar panels have limited application without better energy storage. Who is driving the push for hydrogen fuel cells when we already have proven EVs, such as the Model S that uses commodity batteries and achieves close to 300 miles? The question to ask is who has benefited the most from the automobile this past century.

Advertisement
Comments

News

Tesla just tipped its hand on a major Cybercab feature as production hits Plaid Mode

Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear. On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 freshly built Cybercabs parked in the outbound lot—each one conspicuously lacking a steering wheel.

Published

on

Credit: Joe Tegtmeyer | X

Tesla just tipped its hand on a major Cybercab feature as it is putting production into Plaid Mode, but a clear indication of what the company plans to do with the vehicle is now apparent.

Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear, and it’s doing it with full autonomy in mind.

On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 newly built Cybercabs parked in the outbound lot, each conspicuously lacking a steering wheel, and potentially pedals.

Tegtmeyer’s post highlighted the significance of this development: The images and video reveal sleek, two-seat Cybercabs in their final production form: no driver controls, no side mirrors, and the minimalist interior first unveiled at Tesla’s “We Robot” event in October 2024.

Advertisement

Advertisement

These units contrast with earlier test vehicles spotted at the factory’s crash-test area, which carried temporary steering wheels and pedals to meet current federal regulations during data-collection phases.

The outbound-lot vehicles appear complete, with production wheels, tire stickers, and the signature Cybercab styling ready for deployment.

This sighting represents a pivotal transition. Tesla designed the Cybercab from the ground up as a purpose-built robotaxi, engineered for unsupervised Full Self-Driving (FSD) operation. Removing manual controls eliminates cost, complexity, and weight while maximizing interior space and range.

The move also signals that Tesla has cleared initial validation hurdles and is now building vehicles to the exact specification intended for commercial robotaxi service.

Advertisement

Industry watchers note the timing aligns with Tesla’s broader rollout plans. Production of early Cybercabs began in late 2025 and early 2026, primarily for internal testing and regulatory compliance.

Federal Motor Vehicle Safety Standards currently limit vehicles without steering wheels to 2,500 units per year without exemption, a cap that Tesla is navigating through ongoing filings.

Tesla Cybercab spotted next to Model Y shows size comparison

The appearance of steering-wheel-free units in the outbound lot suggests the company is preparing a small initial fleet—likely for Austin pilot operations or further validation—while pushing for regulatory relief to scale output.

Advertisement

The development comes as Tesla ramps its dedicated Cybercab line at Gigafactory Texas. If the Monday surge materializes as predicted, observers expect dozens more units to accumulate rapidly.

With unsupervised FSD advancing and regulatory conversations ongoing, these wheel-less Cybercabs parked under the Texas sun represent more than hardware—they embody Tesla’s bet that autonomous mobility is no longer a prototype dream but an imminent reality.

Continue Reading

News

Tesla preps new Model Y trim for India, a once-elusive market

Tesla’s journey into India began with significant hurdles. For years, the electric vehicle giant faced steep import tariffs ranging from 70 percent to 110 percent on fully built vehicles, which dramatically inflated prices and stalled entry plans.

Published

on

Tesla is preparing to bring its newest Model Y trim to India, a once-elusive market that was hesitant to allow any vehicles built outside the market into its automotive sector.

Now, it is preparing to allow China-built Model Y vehicles to come into the country, in an effort to expand sales and offer what is a widely-requested variant to Indian customers.

Tesla’s journey into India began with significant hurdles. For years, the electric vehicle giant faced steep import tariffs ranging from 70 percent to 110 percent on fully built vehicles, which dramatically inflated prices and stalled entry plans.

Elon Musk repeatedly criticized these duties as among the world’s highest, making premium EVs like the Model Y prohibitively expensive for most buyers in the price-sensitive market.

Advertisement

After prolonged negotiations and multiple delays, Tesla finally debuted in July 2025 with a quiet rollout focused on luxury segments. It opened showrooms in Mumbai and New Delhi, importing standard Model Y SUVs from its Shanghai Gigafactory.

Tesla China posts strong February wholesale growth at Gigafactory Shanghai

Yet the launch proved challenging: vehicles carried sticker prices near $70,000, leading to tepid demand. Bloomberg reported only about 600 orders in the first two months, while official data showed just 227 registrations for all of 2025—far below internal targets. By early 2026, the company offered discounts of up to ₹200,000 ($2,200) to clear unsold inventory.

Now, less than a year later, Tesla is demonstrating resilience and adaptability. According to a Bloomberg report on April 17, the company is preparing to launch the Model Y L—a six-seat, long-wheelbase variant with three-row seating—as early as next week.

Advertisement

This marks Tesla’s first new product introduction in India since its initial entry. Notably, the newest Model Y configuration, which debuted in China in 2025 and features extended space tailored for families, will once again be exported directly from Tesla’s Shanghai Gigafactory.

The move highlights a shift from early struggles to a more targeted approach, leveraging an existing platform to better suit Indian preferences for multi-generational, spacious SUVs without committing to immediate local production.

Tesla launches in India with Model Y, showing pricing will be biggest challenge

The Model Y L’s arrival underscores Tesla’s incremental strategy amid global EV headwinds and India’s unique challenges, including limited charging infrastructure and competition from local manufacturers.

Advertisement

While tariffs continue to keep pricing in the premium segment, the six-seater variant aims to broaden appeal beyond early luxury adopters by addressing practical family needs.

This evolution, from battling high barriers and disappointing initial sales to exporting its latest derivative model, signals cautious optimism.

Success with the Model Y L could strengthen Tesla’s foothold in one of the world’s most populous markets and potentially pave the way for deeper investments, such as localized manufacturing, should tariff relief or policy shifts materialize.

For now, the China-to-India supply chain represents a pragmatic bridge over the very obstacles that once made entry so difficult.

Advertisement
Continue Reading

Elon Musk

Tesla’s golden era is no longer a tagline

Tesla “golden era” teaser video highlights the future of transportation and why car ownership itself may be the next thing to change.

Published

on

By

Tesla Cybercab Golden Era is Here (Credit: Tesla)
Tesla Cybercab Golden Era is Here (Credit: Tesla)

The golden age of autonomous ridesharing is arriving, and Tesla is making sure we can all picture a future that looks like the future. A recent teaser posted to X shows a Cybercab parked outside a home, and with a clear message that your everyday life may soon look like this when the driverless vehicles shows up at your door.

Tesla has begun the rollout of its Robotaxi service across US cities, and the production of its dedicated, fully-autonomous Cybercab vehicle. The first Cybercab rolled off the Giga Texas assembly line on February 17, 2026, with volume production now targeted for this month. Additionally, the Robotaxi service built around it is already running, without human drivers, in US cities.

Tesla Cybercab production ignites with 60 units spotted at Giga Texas

The Cybercab is built without a steering wheel, pedals, or side mirrors, designed from the ground up for unsupervised autonomous operation. Musk described the manufacturing approach as closer to consumer electronics than traditional car production, targeting a cycle time of one unit every ten seconds at full scale.

Advertisement

Drone footage from April 13, 2026 captured over 50 Cybercab units on the Giga Texas campus, with several clustered near the crash testing facility. Musk has noted that Tesla plans to sell the Cybercab to consumers for under $30,000, and owners will be able to add their vehicles to the Tesla robotaxi network when not in personal use, potentially generating income to offset the vehicle’s purchase cost. That model changes the math on vehicle ownership in a meaningful way, making a car something closer to a depreciating asset that can also earn by paying itself off and generate a profit.

During Tesla’s Q4 earnings call, the company confirmed plans to expand the Robotaxi program to seven new cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. The service already runs without safety drivers in Austin, and public road testing of the Cybercab has expanded to five states, including California, Texas, New York, Illinois, and Massachusetts.

Advertisement
Continue Reading