News
Are hydrogen cars competition for Tesla?
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.
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.
The 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.
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.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Elon Musk
GM CEO Mary Barra says she told Biden to give Tesla and Musk EV credit
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
General Motors CEO Mary Barra said in a new interview on Wednesday that she told President Joe Biden to credit Tesla and its CEO, Elon Musk, for the widespread electric vehicle transition.
She said she told Biden this after the former President credited her and GM for leading EV efforts in the United States.
During an interview at the New York Times Dealbook Summit with Andrew Ross Sorkin, Barra said she told Biden that crediting her was essentially a mistake, and that Musk and Tesla should have been explicitly mentioned (via Business Insider):
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”
GM CEO Mary Barra said to Andrew Sorkin at the New York Times Dealbook Summit that she pulled President Biden aside and said Tesla CEO @elonmusk deserved the credit for EVs:
“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla,’” Barra… pic.twitter.com/OHBTG1QfbJ
— TESLARATI (@Teslarati) December 3, 2025
Back in 2021, President Biden visited GM’s “Factory Zero” plant in Detroit, which was the centerpiece of the company’s massive transition to EVs. The former President went on to discuss the EV industry, and claimed that GM and Barra were the true leaders who caused the change:
“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”
People were baffled by the President’s decision to highlight GM and Barra, and not Tesla and Musk, who truly started the transition to EVs. GM, Ford, and many other companies only followed in the footsteps of Tesla after it started to take market share from them.
Elon Musk and Tesla try to save legacy automakers from Déjà vu
Musk would eventually go on to talk about Biden’s words later on:
“They have so much power over the White House that they can exclude Tesla from an EV Summit. And, in case the first thing, in case that wasn’t enough, then you have President Biden with Mary Barra at a subsequent event, congratulating Mary for having led the EV revolution.”
In Q4 2021, which was shortly after Biden’s comments, Tesla delivered 300,000 EVs. GM delivered just 26.
News
Tesla Full Self-Driving shows confident navigation in heavy snow
So far, from what we’ve seen, snow has not been a huge issue for the most recent Full Self-Driving release. It seems to be acting confidently and handling even snow-covered roads with relative ease.
Tesla Full Self-Driving is getting its first taste of Winter weather for late 2025, as snow is starting to fall all across the United States.
The suite has been vastly improved after Tesla released v14 to many owners with capable hardware, and driving performance, along with overall behavior, has really been something to admire. This is by far the best version of FSD Tesla has ever released, and although there are a handful of regressions with each subsequent release, they are usually cleared up within a week or two.
Tesla is releasing a modified version of FSD v14 for Hardware 3 owners: here’s when
However, adverse weather conditions are something that Tesla will have to confront, as heavy rain, snow, and other interesting situations are bound to occur. In order for the vehicles to be fully autonomous, they will have to go through these scenarios safely and accurately.
One big issue I’ve had, especially in heavy rain, is that the camera vision might be obstructed, which will display messages that certain features’ performance might be degraded.
So far, from what we’ve seen, snow has not been a huge issue for the most recent Full Self-Driving release. It seems to be acting confidently and handling even snow-covered roads with relative ease:
FSD 14.1.4 snow storm Ontario Canada pic.twitter.com/jwK1dLYT0w
— Everything AI (@mrteslaspace) November 17, 2025
I found the steepest, unplowed hill in my area and tested the following:
• FSD 14.2.1 on summer tires
• FSD 14.2.1 on winter tires
• Manual drivingBut I think the most impressive part was how FSD went DOWN the hill. FSD in the snow is sublime $TSLA pic.twitter.com/YMcN7Br3PU
— Dillon Loomis (@DillonLoomis) December 2, 2025
Well.. I couldn’t let the boys have all the fun!
Threw the GoPro up and decided to FSD v14.2.1 in the snow. Roads were not compacted like the other day, a little slippery, but overall doable at lower speeds. Enjoy the video and holiday music 🎶
Liked:
Took turns super slow… pic.twitter.com/rIAIeh3Zu3— 🦋Diana🦋 (@99_Colorado) December 3, 2025
Moving into the winter months, it will be very interesting to see how FSD handles even more concerning conditions, especially with black ice, freezing rain and snow mix, and other things that happen during colder conditions.
We are excited to test it ourselves, but I am waiting for heavy snowfall to make it to Pennsylvania so I can truly push it to the limit.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
GM CEO Mary Barra says she told Biden to give Tesla and Musk EV credit
