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The ‘Elon Musk Method’ explains Tesla’s runaway success in the EV sector

Elon Musk giving YouTube tech reviewer Marques Brownlee a tour of the Fremont factory. (Credit: MKBHD/YouTube)

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Over his 16-year tenure at Tesla, Elon Musk went from knowing very little about the automotive business to being the CEO of the world’s most valuable carmaker by market cap. The journey towards Tesla’s current place in the electric vehicle sector, together with the numerous small milestones that the company has achieved over the years, is partly due to Musk’s style. Without the “Elon Musk Method,” Tesla’s successes would likely have been not as notable, and most certainly not as radical. 

As noted in a Reuters article, Elon Musk’s record has shown that beyond the rockstar bravado that he displays on social media platforms like Twitter at times, the Tesla CEO is a quick learner who is smart and strategic enough to forge alliances with companies that had tech that Tesla lacked. Musk would then follow this up by hiring the smartest people available in the industry, before powering through boundaries that limited companies that are more risk-averse. 

Under Musk’s leadership, Tesla flourished as a vertically-integrated electric car maker. From computers to car seats and now to battery cells, Musk is intent on making Tesla more and more independent. Speaking with the news agency, a former senior executive at Tesla noted that Musk is consistently set on pursuing improvements that would make something better, faster, and cheaper. “Elon doesn’t want any part of his business to be dependent on someone else. And for better or worse – sometimes better, sometimes worse – he thinks he can do it better, faster and cheaper,” the executive said.

Tesla CEO Elon Musk unveils futuristic Cybertruck in Los Angeles
Tesla CEO Elon Musk unveils futuristic Cybertruck in Los Angeles, Nov. 21, 2019 (Photo: Teslarati)

According to people familiar with Tesla’s strategy in its early days, Musk has always been looking to learn more about the auto industry. He accomplishes this through several means such as strategic partnerships and aggressive talent recruitment. Back then, the goal of Tesla was reportedly to create a digital version of Ford’s iron-ore-to-Model-A production system, which was developed in the late 1920s. Former Tesla supply chain executive Tom Wessner noted that during these times, “Elon thought he could improve on everything the suppliers did – everything. He wanted to make everything.” 

Among these components, of course, were the battery cells that are used for Tesla’s electric cars. Musk’s subordinates have reportedly argued against the idea of developing proprietary battery cells, but the CEO has been adamant about his goal. A former Tesla veteran who spoke to Reuters added that such a reaction from Musk is well within character. “Tell him ‘No’ and then he really wants to do it,” the veteran said. This is something that has happened in the past, as Musk was reportedly looking into battery cell manufacturing since 2011, well before going into a close partnership with Panasonic in 2013. 

(Credit: Living with Intent/YouTube)

Tesla’s relationship with Panasonic could be described as a roller coaster ride. Tesla’s demands during the Model 3 ramp appeared to have strained the capabilities of its Japanese partner, and last year, reports emerged alleging that the two companies were growing apart. Yet even with the upcoming debut of Tesla’s Roadrunner cells, Panasonic maintains that it has a strong relationship with Tesla. “There has been no change in our relationship with Tesla. Our relationship, both past and present has been sound. Panasonic is not a supplier to Tesla; we are partners. There’s no doubt our partnership will continue to innovate and contribute to the betterment of society,” a Panasonic spokesperson stated. 

It appears that Tesla’s long partnership with Panasonic is part of the building blocks of the Roadrunner project. True to form, Musk likely used the knowledge he learned from the veteran Japanese firm to help create an in-house battery cell production line that could be perfectly designed for Tesla’s electric vehicles and energy products. This, in a way, echoes much of Tesla’s development alliance with Daimler in the past. Daimler was an early investor in Tesla, and during the time, Musk reportedly became very interested in sensors that could help keep cars within lane lines. As noted by a senior Daimler engineer, the Tesla Model S lacked the necessary cameras and driver-assistance sensors to match the flagship features of the Mercedes-Benz S-Class then. Musk and the Tesla team then went to work, and the result was history. 

“He learned about that and took it a step further. We asked our engineers to shoot for the moon. He went straight for Mars,” the Daimler executive said. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Elon Musk drops a surprise update on Boring Company’s next big dig

Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.

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Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”


The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.

This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.

What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.

That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.

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Tesla eyes supply partners for Optimus mass production

Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.

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Concept rendering of Tesla Optimus in mass production

Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.

Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.

Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.

New drone video shows Tesla’s Optimus Factory reaching a turning point

Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.

Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.

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Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet

Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.

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Concept rendering of Boring Company Uranium in Uranus merch tease via Grok
Concept rendering of Boring Company Uranium in Uranus merch tease via Grok

Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”

Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”

The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.

Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.

The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.

Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.

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