News
Elon Musk’s SpaceX AMA: Living on Mars, Spaceship Info, Timeline
SpaceX CEO Elon Musk hosted a Reddit AMA (Ask Me Anything) earlier this afternoon and spent several hours drinking whiskey, trolling the audience, answering some great questions, and generally having a blast. He revealed a vast array of fascinating new details about SpaceX’s giant new rocket (BFR), its upper stage spaceship (BFS), and much more.
All of Musk’s answers from the AMA have been collated and organized by category below. You’ll want to shy away from the AMA page itself, currently clocking in at more 10,000 comments.
When useful, particularly dense and technical responses have been summarized in italics for a broader audience.
Living on Mars
Q: Obviously there will be an extreme amount of care put into what is sent on the first missions, and the obvious answer of “Solar Panels” and “Fuel Production Equipment” is included, but what else?
A (Elon): Our goal is get you there and ensure the basic infrastructure for propellant production and survival is in place. A rough analogy is that we are trying to build the equivalent of the transcontinental railway. A vast amount of industry will need to be built on Mars by many other companies and millions of people.
Q: Does your Mars city feature permanently anchored BFS spaceships?
A (Elon): Wouldn’t read too much into that illustration
Q: Have any candidate landing sites for the Mars base been identified?
A (Elon): Landing site needs to be low altitude to maximize aero braking, be close to ice for propellant production and not have giant boulders. Closer to the equator is better too for solar power production and not freezing your ass off.
Q: Who will design and build the ISRU system for the propellant depot, and how far along is it?
A (Elon): SpaceX. Design is pretty far along. It’s a key part of the whole system.
Without ISRU (In-Situ Resource Utilization), BFS is unlikely to ever be able to take humans to Mars affordably enough to enable large colonies. This news is thus of huge importance, and suggests that SpaceX will be able to focus on developing BFR and BFS near-term.

Another hypothetical SpaceX city on Mars. Bases will need to be located near water resources. (SpaceX)
SpaceX Big F** Spaceship (BFS)
Q: Will the BFS landing propellants have to be actively cooled on the long trip to Mars?
A (Elon): The main tanks will be vented to vacuum, the outside of the ship is well insulated (primarily for reentry heating) and the nose of the ship will be pointed mostly towards the sun, so very little heat is expected to reach the header tanks. That said, the propellant can be cooled either with a small amount of evaporation. Down the road, we might add a cryocooler.
A (Elon): exactly (while methane could be kept in its liquid form solely through high pressure storage, the pressures required are immense and would require tanks that would be far too heavy for a rocket’s second stage.
Cold liquid oxygen and methane will unavoidably warm up over time, eventually returning to their gaseous forms if allowed. SpaceX’s solution for BFS, which will spend several months between Earth and Mars, is to rely on the Ship’s already great insulation, as well as minimal evaporative cooling (similar to how swamp coolers work).
Q: Will the BFS heat shield be mounted on the skin, or embedded?
A (Elon): The heat shield plates will be mounted directly to the primary tank wall. That’s the most mass efficient way to go. Don’t want to build a box in box.

Dragon 2’s PICA-X heat shield can be seen on the right. BFS’s heat shield will be made of the same material, albeit on a much larger scale. (SpaceX)
Q: Can the BFS delta wings and heat shield be removed for deep space missions?
A (Elon): Wouldn’t call what BFS has a delta wing. It is quite small (and light) relative to the rest of the vehicle and is never actually used to generate lift in the way that an aircraft wing is used.
Its true purpose is to “balance out” the ship, ensuring that it doesn’t enter engines first from orbit (that would be really bad), and provide pitch and yaw control during reentry.
Q: Why is the 2017 BFS spaceship largely cylindrical?
A (Elon): Best mass ratio is achieved by not building a box in a box. The propellant tanks need to be cylindrical to be remotely mass efficient and they have to carry ascent load, so lowest mass solution is just to mount the heat shield plates directly to the tank wall.
For a rocket, mass ratio refers to its weight with a full load of propellant divided by its weight while completely empty. The lighter a rocket’s structure, the more mass it can lift into a given orbit.
- SpaceX’s conceptual Interplanetary Transport System from 2016 was considerably larger and more structurally complex than 2017’s BFR. (SpaceX)
- The relatively cylindrical BFS reduces complexity and lowers weight. (SpaceX)
Q: How does the BFS achieve vertical stabilization, without a tail?
A (Elon): Tails are lame
A (Elon): +1 (The space shuttle’s vertical stabilizer was completely useless for most of the reentry profile, as it was in complete aerodynamic shadow. I think it’s clear a craft doesn’t need one for reentry, only for subsonic gliding, which BFS doesn’t really do.)
BFS doesn’t need a tail because tails add weight, are of little use during orbital reentry, and BFS is not intended to glide.
Q: Why was the number of BFS landing legs increased from 3 to 4?
A (Elon): Because 4
A (Elon): Improves stability in rough terrain
Q: How is the radiation shielding in the ITS?
A (Elon): Ambient radiation damage is not significant for our transit times. Just need a solar storm shelter, which is a small part of the ship. Buzz Aldrin is 87.
While radiation fearmongers may balk at this statement, it is to some extent true. The risks from radiation (PDF) for a six month journey in deep space are approximately similar to several dozen CT scans, while two years spent on the surface of Mars with little to no shielding would result in about the same amount of exposure. Underground habitats could alleviate a considerable amount of the risk from living on Mars’ surface.
The issues and dangers posed by radiation ought not be trivialized but they can be dealt with, particularly if BFR can deliver massive payloads to the planet.
Q: Why was the location and shape of the BFS header/landing tanks changed?
A (Elon): The aspiration by the change was to avoid/minimize plumbing hell, but we don’t super love the current header tank/plumbing design. Further refinement is likely.
Header tanks refer to smaller tanks contained within the main propellant tanks that are used to ignite engines in microgravity. It’s easier to pressurize or simply fill the smaller tanks than it is to do so with the massive main tanks.

BFS’ header tanks circled in red. (SpaceX)
BFS Tanker
Q: Will the BFS tanker’s payload section be empty, or include extra propellant tanks?
A (Elon): At first, the tanker will just be a ship with no payload. Down the road, we will build a dedicated tanker that will have an extremely high full to empty mass ratio (warning: it will look kinda weird).
Using one version of the BFS as both a tanker and ship will streamline the initial development process for the rocket.

Two Spaceships docked for refuelling. (SpaceX)
Q: Will the BFS tanker ships (have to) do a hoverslam landing?
A (Elon): Landing will not be a hoverslam, depending on what you mean by the “slam” part. Thrust to weight of 1.3 will feel quite gentle. The tanker will only feel the 0.3 part, as gravity cancels out the 1. Launch is also around 1.3 T/W, so it will look pretty much like a launch in reverse….
BFS will land relatively gently, and BFR’s liftoff will also be gentle.
Development schedule
Q: With the first two cargo missions scheduled to land on Mars in 2022, what kind of development progress can we expect to see from SpaceX in the next 5 or so years leading up to the maiden flight?
Will we see BFS hops or smaller test vehicles similar to Grasshopper/F9R-Dev? Facilities being built? Propellant plant testing? etc. etc.
A (Elon): A lot. Yes, yes, and yes.
A (Elon): Will be starting with a full-scale Ship doing short hops of a few hundred kilometers altitude and lateral distance. Those are fairly easy on the vehicle, as no heat shield is needed, we can have a large amount of reserve propellant and don’t need the high area ratio, deep space Raptor engines.
Next step will be doing orbital velocity Ship flights, which will need all of the above. Worth noting that BFS is capable of reaching orbit by itself with low payload, but having the BF Booster increases payload by more than an order of magnitude. Earth is the wrong planet for single stage to orbit. No problemo on Mars.
The first real tests of the BFR will be done by hopping a full-scale BFS “several hundred kilometers”. BFS is capable of launching itself and a tiny payload into orbit, but the utility is limited on Earth. On Mars, BFS will be far more capable as a single stage to orbit (SSTO) launch vehicle.
- F9R-dev, used to test vertical take off and landing for Falcon 9. BFR will go through a similar program with its spaceship upper stage prior to orbital missions. (Steve Jurvetson)
- F9R sadly suffered a software bug and self-destructed in 2014, but SpaceX had already learned most of what it needed to begin Falcon 9 recoveries. (Steve Jurvetson)
Raptor and rocket propulsion
Q: Why was Raptor thrust reduced from ~300 tons-force to ~170 tons-force?
A (Elon): We chickened out. The engine thrust dropped roughly in proportion to the vehicle mass reduction from the first IAC talk. In order to be able to land the BF Ship with an engine failure at the worst possible moment, you have to have multiple engines. The difficulty of deep throttling an engine increases in a non-linear way, so 2:1 is fairly easy, but a deep 5:1 is very hard. Granularity is also a big factor. If you just have two engines that do everything, the engine complexity is much higher and, if one fails, you’ve lost half your power. Btw, we modified the BFS design since IAC to add a third medium area ratio Raptor engine partly for that reason (lose only 1/3 thrust in engine out) and allow landings with higher payload mass for the Earth to Earth transport function.
The Raptor engine’s maximum thrust has been decreased mainly because the size of the rocket decreased, from 12m to 9m in diameter. For redundancy’s sake, SpaceX has added a third central engine to the spaceship, versus the two engines mentioned at the 2017 IAC.

BFS’ delta “wings” from the rear of the ship. Also shown are the Raptors, with the two in the center now reportedly expanded to three engines. (SpaceX)
Q: Will the BFR autogenous pressurization system be heat exchanger based?
A (Elon): We plan to use the Incendio spell from Harry Potter
A (Elon): But, yes and probably
Autogenous pressurization refers to the method of propellant tank pressurization used. In microgravity conditions, tanks must be pressurized to keep fuel flowing to the engines and to improve the density of the fuel. While Falcon 9 currently uses high-pressure helium, ITS and now BFR have been designed to use the actual propellant in their tanks (methane and oxygen) for pressurization. This reduces the number of failure modes on BFR and improves the spaceship’s payload capabilities.
Q: Will the BFS methalox control thrusters be derived from Raptor or from SuperDraco engines?
A (Elon): The control thrusters will be closer in design to the Raptor main chamber than SuperDraco and will be pressure-fed to enable lowest possible impulse bit (no turbopump spin delay).
Like Falcon 9, BFR will need gas thrusters (RCS, reaction control system) to control its orientation (and refuel) while in microgravity conditions. While Falcon uses cold nitrogen gas thrusters, BFR will utilize the propellant it is already carrying for Raptor, methane and oxygen. Again, the goal of this is to reduce complexity.
Q: Could you update us on the status of scaling up the Raptor prototype to the final size?
A (Elon): Thrust scaling is the easy part. Very simple to scale the dev Raptor to 170 tons.
The flight engine design is much lighter and tighter, and is extremely focused on reliability. The objective is to meet or exceed passenger airline levels of safety. If our engine is even close to a jet engine in reliability, has a flak shield to protect against a rapid unscheduled disassembly and we have more engines than the typical two of most airliners, then exceeding airline safety should be possible.
That will be especially important for point to point journeys on Earth. The advantage of getting somewhere in 30 mins by rocket instead of 15 hours by plane will be negatively affected if “but also, you might die” is on the ticket.
SpaceX’s subscale Raptor, the one seen in videos and photos of it firing, is understood to be a bit more than half the size of the operational engine described at IAC 2017. Increasing the scale of the engine is not the difficult aspect of development. Rather, optimization, weight reduction, and extreme reusability are the main sources of difficulty needed before Raptor is flight-ready. This reusability is central to the goal of reliable and rapid reuse of orbital-class rockets.
- SpaceX revealed this stunning photo of Raptor’s first (partial) hot-fire test the night before Musk’s talk at Guadalajara. (SpaceX)
- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
Q: Can BFS vacuum-Raptors be fired at sea level pressure?
A: The “vacuum” or high area ratio Raptors can operate at full thrust at sea level. Not recommended.
Put simply, vacuum nozzles do not like to operate in an atmosphere.
Mars communications
Q: Does SpaceX have any interest in putting more satellites in orbit around Mars (or even rockets) for internet/communications before we get feet on the ground? Or are the current 5-6 active ones we have there sufficient?
A (Elon): Yes
Q: Also will there be some form of an internet or communications link with Earth? Is SpaceX going to be in charge of putting this in or are you contracting some other companies?
A (Elon): If anyone wants to build a high bandwidth comm link to Mars, please do.
Taken side by side, this likely indicates that SpaceX will develop a high-bandwidth Mars-Earth communications link if nobody else does, but that they would logical prefer that someone else builds that infrastructure beforehand.
Q: The concept of an internet connection on Mars is kinda awesome. You could theoretically make an internet protocol that would mirror a subset of the internet near Mars. A user would need to queue up the parts of the internet they wanted available and the servers would sync the relevant data.
A (Elon): Nerd
A (Elon): But, yes, it would make sense to strip the headers out and do a UDP-style feed with extreme compression and a CRC check to confirm the packet is good, then do a batch resend of the CRC-failed packets. Something like that. Earth to Mars is over 22 light-minutes at max distance.
A (Elon): 3 light-minutes at closest distance. So you could Snapchat, I suppose. If that’s a thing in the future.
The communication delay between Earth and Mars (at least several minutes one-way) will prevent any Martian habitats from simply integrating with Earth’s Internet. The delay will require some sort of mediation. As an example, a user on Mars could select the websites they want to browse or videos they want to watch beforehand, and they would be available between several minutes and an hour later.

SpaceX’s Starlink satellite constellation efforts could provide the company with valuable experience that can be applied around Mars. (unofficial logo by Eric Ralph)
Boring!
Q: Boring question about Mars:
A (Elon): More boring!
Miscellaneous silliness
Q: This is one bizarre AMA so far…
A (Elon): Just wait…
Q: i feel like thats a threat. “just wait. it will get way more bizarre than that. let me finish my whiskey”
A (Elon): How did you know? I am actually drinking whiskey right now. Really.
…No comment…
All things considered, this was a wildly successful AMA. Elon clearly had a whole lot of fun, the audience got lightheartedly trolled, and SpaceX fans will undoubtedly be chewing over the technical details he elucidated for weeks to come. Special thanks are owed to the subreddit /r/SpaceX and user /u/_Rocket_, who together managed to flood the AMA with an array of intelligent, pointed, and reasonable questions, at least ten of which were answered by Musk.
Elon Musk
X changed how everyone gets paid, and this lawsuit shows why
X sued a Bitcoin account network over fake payouts as its creator pay model shifts
Elon Musk’s X has taken a Bitcoin-focused engagement ring to court, and the case doubles as a receipt for how differently the platform pays creators today. The company filed suit in the High Court of England and Wales against Vivek Kumar Sen and Zamyang Sherpa, alleging the pair ran six accounts, including @Vivek4real_, @Bitcoin_Teddy and @TrendingBitcoin, as one coordinated operation to fake the kind of engagement that used to translate directly into money.
According to the filing, first reported by Gizmodo, the accounts posted near identical “BREAKING” crypto headlines seconds apart, in one case 11 seconds, then had three more handles like, reply to and repost the material to manufacture what X called “a false appearance of genuine, human communication and interaction.” X says the scheme pulled in at least £207,384, about $278,000, and pegs its own investigation and remediation costs at another £75,000. The accounts were suspended August 18. X general counsel James Burnham announced the case on X last weekend, writing that the company “will act forcefully to protect our platform and the earnings of genuine creators.” Musk’s own reaction, posted shortly after, was three words: “Don’t mess with 𝕏.”
Don’t mess with 𝕏 https://t.co/HSmd5hL6aQ
— Elon Musk (@elonmusk) September 21, 2026
The timing lines up with a a recent update to how X pays its creators. The program these accounts allegedly gamed, Creator Revenue Sharing, launched in mid 2023 and paid out based on how much a post got engaged with. Originality was never part of the formula, which is exactly how the platform ended up flooded with recycled clips, copy pasted “BREAKING” posts and replies engineered purely to farm reactions from paying subscribers.
X tried patching the model more than once, including an April cut to aggregator payouts and a March regional weighting change that Musk personally paused hours after it was announced. X retired Creator Revenue Sharing for good on September 7 and opened its replacement, Original Content Rewards, the next day.
Today, we’re launching Original Content Rewards.
The reality is that Revenue Sharing had reached a point where its incentives were misaligned. Creators should be focused on bringing net new content to the platform instead of maximizing payouts. We could have kept adding more… pic.twitter.com/VJIxqlPrjm
— Allegra Jacchia (@allegrajacchia) August 7, 2026
The new math is stricter. Payouts now come only from qualified impressions, meaning unique Home Timeline views from Premium subscribers where at least half the post is visible, and replies no longer count toward eligibility at all. Copied posts, reuploaded media and reposts without meaningful changes are explicitly excluded. Allegra Jacchia, senior product manager for Creators at SpaceXAI, which now runs X’s product and AI work following xAI’s acquisition of the platform, put it bluntly, saying the goal is to reward creators who bring original ideas and perspective, “not those who have become best at gaming the system.”
Read that way, the lawsuit isn’t really about six crypto accounts. It’s X putting a dollar figure on what the old incentive structure cost, then suing to collect it right as the new one goes live. For live updates on how the case and the new rewards program shake out, follow @Teslarati on X.
News
Did Tesla make the perfect car for families? Tesla Model Y L Full Review
Last week, Tesla sent me the Model Y L for five days to test, assess, and enjoy for journalistic purposes. It’s always a treat when I get any media vehicle, and I’ve had the pleasure of working with Tesla and Ford for hands-on reviews of their products.
This one was exceptionally exciting for a few reasons: first, because it is the car I own, but bigger, so I was really excited to see if that extra space was worth it; and second, because my Fiancée (we’re down to just 18 days ’til she’s officially my wife!!!) and I plan to fill a car up with kids in the near future, so it was really nice to have a trial with a car that would potentially be in our driveway in a few years.
I did a full 10-minute video review of the Model Y L, which I will post at the bottom of this more condensed written version. If you prefer to watch a review, go ahead and skip to the bottom for that.
For those who prefer the writing, I’ll break down the big things about the Model Y L that I noticed, focusing on the big addition/difference that this car has from the Model Y: the third row. Tesla also added small-but-mighty changes to the Y L that I really wish were on my Model Y Premium, so I’ll be sure to mention those as well.
What Makes It Different from the Model Y?

Credit: TESLARATI
The first thing to note is that the interior of this vehicle, from the front row, is generally the same. It truly does feel like you’re in the same exact car with a slightly different seating layout. Of course, Tesla interiors do feel this way, at least with the Model 3 and Model Y, but there are no drastic differences between the Model Y L and the Model Y from the front row.
This should be expected, so definitely do not go into it thinking you’ll know you’re in a different car. It is a very similar experience to the Model Y.
Tesla Model Y L: new features that make it better than the standard Model Y
The true differences come from the back two rows. The only true difference from the front is the addition of a new Dynamics Feature that falls under the “Ride & Handling Priority” menu, which now allows you to adjust the suspension damping to prioritize a comfortable ride for everyone or one that is noticeably better from the rear two rows. In terms of ride comfort, the front rows definitely feel the impact of this; it is a noticeable difference and much stiffer in the driver’s seat with this setting turned to prioritize the rear occupants.
What changes from an engineering standpoint between these two settings @elonmusk @larsmoravy?
There is a very noticeable difference in comfort from the driver’s seat between these two settings https://t.co/62bdZJOr26 pic.twitter.com/KFP12jleHj
— TESLARATI (@Teslarati) September 14, 2026
There are also a series of small improvements, like the rear taillight is now up toward the spoiler, which must be a strategy for making the rear glass actually useful in the Y L compared to the regular Y.
Pretty crazy how much different the rear windshield is compared to the Model Y
Not even close in size https://t.co/62bdZJOr26 pic.twitter.com/IjNbWwMBcS
— TESLARATI (@Teslarati) September 14, 2026
Some other small changes are the addition of small magnets for the sub-trunk lid, which is a great addition and something I’d like to do in my Model Y; it sounds to me as if the Model Y L liftgate motor is less whiny than the one in my Model Y; and all three rows of climate are controllable from the front touchscreen.
I talk about them in a short video here:
🚨 Five things you might not know about the new Tesla Model Y L! pic.twitter.com/I42VTQoS5R
— TESLARATI (@Teslarati) September 14, 2026
Second and Third-Row Legroom
The major feature of the Model Y L is the third row, and Tesla did a great job of making it spacious enough for more than just your nine-year-old nephew. It actually does have a suitable amount of legroom for adults, but it is dependent on how tall the people are in the first- and second-row seats in front of you.
This is where I caught some slack from those who have also sat in the Model Y L and believe there is enough room for anyone of any height. I certainly believe that those who are not complainers could sit back there for a multiple-hour drive and not complain. I would enjoy sitting in the back row because I think it is comfortable; the vents for air are perfectly positioned on the C pillars for maximum comfort, and I found that there was enough room back there for me. I’m 5′ 8″, so I’m definitely not tall. However, I found that I had more than enough legroom:

Credit: TESLARATI
The picture above is where my Fiancèe could sit comfortably in the second row in front of me, and she is 5′ 1″. There is a lot of give and take with these seats, and I believe most groups could make it work. She was comfortable in the second-row seat in front in this position, and as you can see, I have plenty of room. She could easily come back a few inches, and I’d still be comfortable.
This is where I think people would truly benefit from seeing what the space in this car looks like for themselves. To me, I found it more than suitable for a group of friends to go out in and for everyone to be comfortable. There might be some strategy to it if you have some taller friends, but it’s definitely doable.
Overall, the space in the Y L in the back two rows is great: the second-row Captain’s Chairs have mechanical armrests that go down automatically when you exit the car, and come back up on their own when you return. The second row also has ventilated seats; you’ll only have the heat option in the third row.

Credit: TESLARATI
Overall Thoughts
It was really a great five days with the Model Y L, and I do believe that this is a great car for families. I do not believe it is the perfect one. It is really an excellent option for those who can make do with what is truly a compact crossover stretched out to make way for a third row. However, I think that more families simply want something large, like Tahoe or Expedition large, and the Model Y L does not necessarily answer that call.
I think it is more than reasonable for a family of six to have this car and make it work. It is safe, it has Full Self-Driving, which I believe will be a non-negotiable for me moving forward in car buying; and it is relatively affordable, with the Launch Edition coming in at a price of $61,990 before options. Not going to a gas station for the past year has really been a lifesaver for me, especially with home charging saving us so much money.
Tesla will need to have an answer for the families that want something like a Cyber SUV or simply something that qualifies as a full-size SUV. I just truly do not think that every family will see this as enough space, and I think that’s understandable. If someone were to want to take an overnight trip with their four kids, I don’t know if it would be the easiest cargo situation because without that third row folded down, that trunk space is confined to just 14.8 cubic feet. I couldn’t take four kids and a wife to Ocean City for a week with using only the trunk space. We’d likely have to get creative, and I think that’s what many families want to avoid.
For comparison’s sake, a Tahoe offers 25.5 cubic feet of trunk space, which is still tight, but much more manageable and forgiving.
With all that being said, the Model Y L is still a great option and I’d be willing to see past the cargo issues because of FSD and the safety of Tesla vehicles overall. For our full review, check out the video below:
Elon Musk
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Elon Musk confirms no automaker has ever accepted Tesla’s offer to license Full Self-Driving software.
Elon Musk gave a brief answer on X Monday that confirmed that Tesla’s standing offer to license Full Self-Driving to other automakers still has zero takers. Sawyer Merritt wrote that “Tesla has for years openly invited other automakers to license FSD. None of them have accepted,” responding to a prediction from Boom Supersonic founder Blake Scholl that Tesla would eventually open FSD the way it opened its Supercharger network to rival brands. Musk’s reply to Merritt was one word: “Exactly.”
It is not the first time Musk has made this point. He said something similar in November, when he called legacy automakers reluctance to adopt FSD “crazy,” and Tesla has floated the offer publicly since at least 2021. Scholl’s prediction touches on something real. Once NACS became the de facto charging standard, adoption from Ford, GM, Rivian and others followed within about a year. FSD licensing was supposed to work the same way once Tesla built enough of a lead that switching made sense for everyone.
Tesla has for years openly invited other automakers to license FSD. None of them have accepted. https://t.co/kgz4idpoUM
— Sawyer Merritt (@SawyerMerritt) September 22, 2026
The case for licensing now is stronger than it was two years ago. Waymo and Zoox are logging hundreds of thousands of unsupervised autonomous miles, along with Tesla’s own Robotaxi fleet. Every automaker still selling driver assist systems that lag FSD has given the robotaxi conversation to Tesla, Waymo and Zoox by default. Licensing FSD would let a GM or a Ford compete on the same field without spending a decade and billions of dollars building a stack from scratch, the same argument Tesla made when it opened the Supercharger network to bring more EVs onto its chargers.
But FSD is not a connector standard. As one reply to Musk’s post pointed out, licensing FSD is not a software license the way NACS was a plug spec. It requires adopting Tesla’s eight camera layout and its onboard compute architecture, meaning a licensee’s cars would effectively become Tesla hardware wearing someone else’s badge. That is the visible obstacle. The less visible one is data. A licensed FSD stack would report back the same telemetry Tesla collects from its own fleet, giving Tesla a continuous read on how a competitor’s cars are actually driven, where they struggle, and how often drivers intervene. For an automaker trying to build its own autonomy program, or simply trying to keep its build quality and safety record private, handing Tesla that visibility could be a bigger cost than the hardware bill. It is the reason the Supercharger comparison only goes so far. Opening a charging plug cost Tesla very little. Opening FSD would cost a rival something it cannot get back.






