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Ford gives dealers a choice: Invest on EVs or don’t sell electric cars at all
With the electric vehicle age all but inevitable, Ford is providing its dealers with a rather tough choice — embrace electric cars and invest in them, or don’t sell them at all. Dealers that decide to support the company’s EVs must conform to several “pillars,” which include fair, transparent pricing that eliminates last-minute haggling and some serious investment in charging infrastructure.
Up until the end of October 2022, dealers could take three options related to Ford’s electric vehicle strategy. Two of the options would allow dealers to be “EV-certified,” though they require estimated investments of about $500,000 to $1.2 million. Those that opt-in for the higher “Elite” tier are required to install two high-powered DC fast chargers and a Level 2 charging station, as well as offer at least one DC fast charging stall for the public.
By doing this, “Model e Certified Elite” dealerships are allocated more electric vehicles. This could be a key advantage, especially as the company’s EVs, like the Mustang Mach-E and the F-150 Lightning, have both become very popular. Dealers could skip the “Elite” certification and simply become “Model e Certified,” but this carries a limit on the number of electric vehicles that they are allowed to sell annually.
Ford dealers could also decide not to be Model e certified at all. Doing this, however, bars the dealer from selling electric vehicles for several years. At some point in 2025, non-Model e-certified dealers can apply for a certification, and if they are successful, they can sell electric cars in 2027, according to InsideEVs. That’s a lot of risk, especially considering the pace and growth of the electric vehicle sector.
In a statement to reporters after his briefing with dealers, Ford CEO Jim Farley noted that instead of going for direct sales, the company is looking to turn its dealers into strengths that can help push the company’s electric vehicles to consumers.
“We’re betting on the dealers. We’re not going to go direct. But we need to specialize. The main message I have for the dealers, which I’ve never said before, because I didn’t believe it was true, is that you could be the most valuable franchise in our industry,” Farley said, according to a CNBC report.
Ford’s strategy differs from that of General Motors, which has offered buyouts to Buick and Cadillac dealers who wish not to invest in electric vehicles. Marin Gjaja, chief customer officer of Ford’s Model e division, noted that the Blue Oval wants its dealers to continue growing, even as the company enters the age of electric vehicles. Ford also wants to give its dealers several options.
“There’s too much uncertainty. We don’t think it’s fair to force them to go on the EV journey or force them into a buyout. We think it’s really uncalled for because they have a healthy and strong, growing business. We want them to have the choice,” Gjaja said.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Elon Musk sends first warning to SpaceX short sellers
