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Ford’s Farley shows Tesla Motors some love
You know the Mahatma Gandhi saying: “First they ignore you, then they ridicule you, then they fight you, and then you win.” We would probably change it to: “At first, they ignore you. Then, they mock you. Finally, they embrace you” And so this past week, James Farley, Ford’s CMO publicly praised Tesla’s technical fluency and distribution models. Thus begins a new chapter in the evolution of electric vehicles, EV.
When Ford shows the way
Others mainstream carmakers follow. You have to give Ford credit for a few things. They were agile enough, with the right amount of vision to lead the way in the late 2008, revitalizing our nation’s dying car industry. I’ve met with Alan Mullaly and heard Ford Jr. on more than one occasion to know that this dynamic duo saved the carmaker. Ford was the first carmaker to reach out to everyone to spread the message. Today, the media sees this company as one of the most open and inclusive, a starch contrast to many others in the industry.
Although we can argue at length as to Ford’s commitment to EVs, the Focus Electric is one of the best EV in its segment. It drives very well, has decent autonomy and performs exactly as you would expect it. In many ways, it is an ideal second EV. Still, many are frustrated Ford isn’t pushing its Focus Electric more. However, Ford’s number one preoccupation until now was to remain solvent and diversify their wide automotive choice. They created what they called Power of Choice by offering cars with various drivetrains, something they did with brio and more or less, according to public demand. Still, what James proclaimed will probably force other carmakers to acknowledge the wild success and brilliant maneuvering of the small California electric vehicle maker, Tesla Motors.
According to Jim Farley on Seeking Alpha, “Tesla’s achievements have produced benefits for the entire automotive industry.”
Tesla’s distribution, sales and service
If you read further into the article, you will pick up on something very interesting. Ford is impressed with the company’s distribution, sales and service. In other words, Ford, a carmaker, which relies on dealership distributions is saying it is impressed with Tesla’s distribution system, or lack, thereof. Ford is saying that Tesla devised of a working and successful business plan around electric cars, something that has stumped almost all car makers.
Almost all carmakers face the same dilemma when it comes to EVs. How to make money on the electric drivetrain when it requires close to no maintenance. Since carmakers enjoy a steady cash flow from planned maintenance and obsolescence strategy, EVs are a serious thorn for their business plans. In short, carmakers make a bundle on spare parts, maintenance and frequent planed failures. Electric vehicle makers don’t have that luxury and need to have a radically different business model in order to survive. Maybe if everyone fully understood this, few would complain about the relatively high price of EVs. You either pay upfront, or down the road — the choice is yours.
Ford has shown a very progressive stance in the past and has been one of the rare carmakers with a vision solid enough to get it going in the middle one of the worst global financial crisis. Mullaly and Ford have been instrumental in maneuvering the company out of the 2008 financial meltdown, and have shown an uncanny ability to appeal to population segments otherwise discarded by other makers. Today, Ford enjoys a good reputation, with better cars, good energy savings and much better quality control. If a mainstream carmaker such as Ford publicly praises a disruptive electric vehicle lifestyle startup in California, such as Tesla Motors, you know things are about to change.
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Featured
Tesla finally got its Nevada Robotaxi Permit but with a few catches hard to miss
Nevada granted Tesla’s robotaxi permit, but capped the fleet at just ten vehicles for now.
Tesla has received its robotaxi permit in Nevada, more than two months after regulators closed the public comment period on the company’s application. News of the approval surfaced Wednesday night when Tesla investor and longtime company watcher Sawyer Merritt posted a copy of the interim order, and the Nevada Transportation Authority’s own carrier registry now lists the permit, AVNC Permit 002 under Docket 26-05015, as active for Tesla Robotaxi, LLC.
Tesla asked Nevada in June for authority to run up to 5,000 vehicles in Clark County within a year, however the permit the NTA issued is initially capping Tesla at ten fully autonomous vehicles and confines them to a defined geofence along the Las Vegas Strip corridor. Any expansion of that operating area, or any increase to the fleet size, requires the NTA’s approval first.
Tesla has received its Autonomous Vehicle Network Company permit in Nevada.
The Nevada Transportation Authority says that operations are limited to a maximum fleet of 10 fully autonomous vehicles and shall be conducted only within the Authority-approved Operational Design… https://t.co/Cxfd6GIfDk pic.twitter.com/iOO6wSZkHF
— Sawyer Merritt (@SawyerMerritt) August 13, 2026
The order also sets rules that look more restrictive than what Tesla runs in Austin. Rides are barred on roads with posted speed limits above 45 miles per hour, pickups are off limits within a quarter mile of Harry Reid International Airport without separate authorization, and every vehicle has to carry visible “Robotaxi” markings while notifying riders before each trip that no one is driving. The order also requires “appropriate human supervision”, language that suggests Nevada isn’t ready to let Tesla offer the rides without a safety monitor that it has run in parts of Austin since January. As with standard protocol with robotaxi services, Tesla must report any accident, system failure, or vehicle that becomes stranded on a Nevada road within five business days.
Tesla is entering a market Nevada already knows well. Zoox, the Amazon owned robotaxi company, has run its own autonomous vehicle permit in the state since last year, building up to roughly 100 vehicles and 350,000 rides along the Strip. That history likely explains why the NTA started Tesla at ten cars rather than the fleet size the company asked for. The agency has a template for scaling a permit up once a company proves out its safety record.
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Tesla’s Nevada application first surfaced in June, when the company filed for the permit alongside plans for a maintenance hub in southwest Las Vegas. The company has said it won’t meaningfully scale its robotaxi fleet anywhere until FSD v15 ships, expected in late 2026 or early 2027, which makes the ten vehicle cap less of a constraint today than it might look on paper. For now, Tesla has the legal right to start Nevada rides. Whether it starts before FSD v15 arrives is a separate question the permit doesn’t answer.
Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.
Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.
Powerwall Lease is now available with Tesla Electric in Texas
Whole-home backup for $35/month, with a low fixed electricity rate
– Two Powerwalls, $0 installation
– Storm Watch outage protection
– One app to manage it all pic.twitter.com/oTzqc6K3aF— Tesla Energy (@teslaenergy) August 13, 2026
This credit lowers the effective cost to roughly $35 per month plus applicable tax.
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Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.
The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.
Tesla announces 100k Powerwalls are participating in Virtual Power Plants
Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.
Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.
The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.
Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.
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Elon Musk continues to tease the unveiling event for the Tesla Roadster, a continuing trend that has grown into a bigger game of “When” for fans who have been waiting years for the car to finally enter production.
A video shared on X of the Joe Rogan Experience podcast that Musk appeared on last year, teasing the Roadster unveiling, was shared once again on the social media platform. The poster said the Roadster event will be “unforgettable.”
Musk agreed:
Yes
— Elon Musk (@elonmusk) August 12, 2026
The timing is interesting because just yesterday, Musk said that we will be getting flying cars, and for years, Tesla has hinted that it could develop a SpaceX cold gas thruster package that would help the car float or fly for a short period of time.
It would be reasonable to assume Tesla’s major delays with this unveiling event are likely caused by the company’s need to break the rules and push the envelope on nearly everything. Last July, Lars Moravy, Tesla’s VP of Vehicle Engineering, said:
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“Roadster is definitely in development. We did talk about it last Sunday night. We are gearing up for a super cool demo. It’s going to be mind blowing. We showed Elon some cool demos last week of the tech we’ve been working on and he got a little excited.”
The latest updates that Tesla has given us are that the Roadster is in design development, and it did have several potential dates for an unveiling event this year, including April. It was then pushed to August.
However, there are no clues as to when Tesla will be ready, and fans are certainly getting frustrated with the delays.
For what it is worth, Franz von Holzhausen told Jay Leno this week that the event would be “very soon.”
We sure hope.
Tesla finally got its Nevada Robotaxi Permit but with a few catches hard to miss
Tesla launches Powerwall Lease for affordable home backup
