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Are hydrogen cars competition for Tesla?

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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.

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.

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Tesla hints at Starlink integration with recent patent

“By employing polymer blends, some examples enable RF transmission from all the modules to satellites and other communication devices both inside and outside the vehicle.”

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Credit: Grok

Tesla hinted at a potential Starlink internet terminal integration within its vehicles in a recent patent, which describes a vehicle roof assembly with integrated radio frequency (RF) transparency.

The patent, which is Pub. No U.S. 2025/0368267 describes a new vehicle roof that is made of RF-transparent polymer materials, allowing and “facilitating clear communication with external devices and satellites.”

Tesla believes that a new vehicle roof design, comprised of different materials than the standard metallic or glass elements used in cars today, would allow the company to integrate modern vehicular technologies, “particularly those requiring radio frequency transmission and reception.

Instead of glass or metallic materials, Tesla says vehicles may benefit from high-strength polymer blends, such as Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.

These materials still provide ideal strength metrics for crashworthiness, stiffness for noise, vibration, and harshness control, and are compliant with head impact regulations.

They would also enable better performance with modern technologies, like internet terminals, which need an uninterrupted signal to satellites for maximum reception. Tesla writes in the patent:

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“By employing polymer blends, some examples enable RF transmission from all the modules to satellites and other communication devices both inside and outside the vehicle.”

One of the challenges Tesla seems to be aware of with this type of roof design is the fact that it will still have to enable safety and keep that at the forefront of the design. As you can see in the illustration above, Tesla plans to use four layers to increase safety and rigidity, while also combating noise and vibration.

It notes in the patent that disclosed examples still meet the safety requirements outlined in the Federal Motor Vehicle Safety Standards (FMVSS).

Starlink integrated directly into Tesla vehicles would be a considerable advantage for owners. It would come with a handful of distinct advantages.

Initially, the inclusion of Starlink would completely eliminate cellular dead zones, something that is an issue, especially in rural areas. Starlink would provide connectivity in these remote regions and would ensure uninterrupted service during road trips and off-grid adventures.

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It could also be a critical addition for Robotaxi, as it is crucial to have solid and reliable connectivity for remote monitoring and fleet management.

Starlink’s growing constellation, thanks to SpaceX’s routine and frequent launch schedule, will provide secure, stable, and reliable internet connectivity for Tesla vehicles.

SpaceX reaches incredible milestone with Starlink program

Although many owners have already mounted Starlink Mini dishes under their glass roofs for a similar experience, it may be integrated directly into Teslas in the coming years, either as an upgrade or a standard feature.

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Tesla supplements Holiday Update by sneaking in new Full Self-Driving version

It seems Tesla was waiting for the Hardware 4 rollout, as it wanted to also deploy a new Full Self-Driving version to those owners, as it appeared in the release notes for the Holiday Update last night.

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Credit: Tesla

Tesla has surprised some owners by sneaking in a new Full Self-Driving version with the wide release of the Holiday Update, which started rolling out to Hardware 4 owners on Friday night.

Tesla has issued a controlled and very slow release pattern with the Holiday Update, which rolls out with Software Version 2025.44.25.5.

For the past two weeks, as it has rolled out to Hardware 3 and older Tesla owners, the company has kept its deployment of the new Software Version relatively controlled.

It seems Tesla was waiting for the Hardware 4 rollout, as it wanted to also deploy a new Full Self-Driving version to those owners, as it appeared in the release notes for the Holiday Update last night.

Tesla Full Self-Driving v14.2.1.25 made its first appearance last night to Hardware 4 owners who are members of the Early Access Program (EAP). It appears to be a slight refinement from FSD v14.2.1, which has been out for a couple of weeks.

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Many owners welcome the new FSD version, us included, because we’ve been less than impressed with v14.2.1. We have experienced some minor regressions with v14.2.1, especially with Speed Limit recognition, Speed Profile tinkering, and parking performance.

As it stands, Full Self-Driving is still particularly impressive, but Tesla is evidently having an issue with some of the adjustments, as it is still refining some of the performance aspects of the suite. This is expected and normal with some updates, as not all of them are an improvement in all areas; we routinely see some things backtrack every once in a while.

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This new FSD version is likely to take care of those things, but it also includes all of the awesome Holiday Update features, which include:

  • Grok with Navigation Commands (Beta) – Grok will now add and edit destinations.
  • Tesla Photobooth – Take pictures inside your car using the cabin-facing camera
  • Dog Mode Live Activity – Check on your four-legged friend on your phone through periodic snapshots taken of the cabin
  • Dashcam Viewer Update – Includes new metrics, like steering wheel angle, speed, and more
  • Santa Mode – New graphics, trees, and a lock chime
  • Light Show Update – Addition of Jingle Rush light show
  • Custom Wraps and License Plates – Colorizer now allows you to customize your vehicle even further, with custom patterns, license plates, and tint
  • Navigation Improvements – Easier layout and setup
  • Supercharger Site Map – Starting at 18 pilot locations, a 3D view of the Supercharger you’re visiting will be available
  • Automatic Carpool Lane Routing – Navigation will utilize carpool lanes if enabled
  • Phone Left Behind Chime – Your car will now tell you if you left a phone inside
  • Charge Limit Per Location – Set a charge limit for each location
  • ISS Docking Simulator –  New game
  • Additional Improvements – Turn off wireless charging pad, Spotify improvements, Rainbow Rave Cave, Lock Sound TRON addition

Tesla also added two other things that were undocumented, like Charging Passport and information on USB drive storage to help with Dashcam.

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Tesla updates Cybertruck owners about key Powershare feature

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Credit: Tesla

Tesla is updating Cybertruck owners on its timeline of a massive feature that has yet to ship: Powershare with Powerwall.

Powershare is a bidirectional charging feature exclusive to Cybertruck, which allows the vehicle’s battery to act as a portable power source for homes, appliances, tools, other EVs, and more. It was announced in late 2023 as part of Tesla’s push into vehicle-to-everything energy sharing, and acting as a giant portable charger is the main advantage, as it can provide backup power during outages.

Cybertruck’s Powershare system supports both vehicle-to-load (V2L) and vehicle-to-home (V2H), making it flexible and well-rounded for a variety of applications.

However, even though the feature was promised with Cybertruck, it has yet to be shipped to vehicles. Tesla communicated with owners through email recently regarding Powershare with Powerwall, which essentially has the pickup act as an extended battery.

Powerwall discharge would be prioritized before tapping into the truck’s larger pack.

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However, Tesla is still working on getting the feature out to owners, an email said:

“We’re writing to let you know that the Powershare with Powerwall feature is still in development and is now scheduled for release in mid-2026. 

This new release date gives us additional time to design and test this feature, ensuring its ability to communicate and optimize energy sharing between your vehicle and many configurations and generations of Powerwall. We are also using this time to develop additional Powershare features that will help us continue to accelerate the world’s transition to sustainable energy.”

Owners have expressed some real disappointment in Tesla’s continuous delays in releasing the feature, as it was expected to be released by late 2024, but now has been pushed back several times to mid-2026, according to the email.

Foundation Series Cybertruck buyers paid extra, expecting the feature to be rolled out with their vehicle upon pickup.

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Cybertruck’s Lead Engineer, Wes Morrill, even commented on the holdup:

He said that “it turned out to be much harder than anticipated to make powershare work seamlessly with existing Powerwalls through existing wall connectors. Two grid-forming devices need to negotiate who will form and who will follow, depending on the state of charge of each, and they need to do this without a network and through multiple generations of hardware, and test and validate this process through rigorous certifications to ensure grid safety.”

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It’s nice to see the transparency, but it is justified for some Cybertruck owners to feel like they’ve been bait-and-switched.

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