News
Opinion: Where would Herbert Diess fit best (hypothetically)?
Herbert Diess is officially no longer a Volkswagen employee, effective Wednesday. The seven-year reign as CEO and Chairman of the Board of Management came to somewhat of an abrupt end after Diess and VW decided to part ways at the end of August.
“These were the most rewarding seven years of my career. The future of our industry can be brilliant, but we have to change fast. Volkswagen has already changed tremendously and is well underway,” Diess said. “We have transformed the company that was seen as an autocratic cheat into a global thought leader in clean mobility.”
Herbert Diess bids farewell to Volkswagen on his final day as CEO
Diess’s future remains in question, and while retirement is the likely option, there are several routes that he could potentially go, barring any stipulation in his contract that would eliminate the possibility of working for a competitor. While it is a long shot, Diess has three main automakers he would likely benefit from almost immediately, making an impact on several companies as his proven track record speaks for itself.
Tesla

(Credit: Herbert Diess/LinkedIn)
While I have already been in numerous discussions with various people about this possibility, and even though it seems unlikely, the first company that Diess would benefit is Tesla. Not only does Diess share a friendship with Elon Musk, but he could also benefit Tesla’s European business with additional expertise on the market. VW has performed very well in Europe in terms of EVs, and helping Tesla expand its operations throughout the continent would likely be a huge advantage for the company.
Tesla undoubtedly has a bright future in Europe, but Volkswagen currently holds the EV title there. The AG owned 1/4 of the European plug-in market in 2021, according to CleanTechnica data.
Toyota
I believe Diess has the track record to be a considerable ally to Toyota. Why? Toyota and VW have a lot of parallels, and Diess would likely navigate through them with considerable success.
Toyota is the world’s largest automotive manufacturer by volume, and it has been for some time. The last time a major automotive manufacturer outproduced Toyota was when GM built nearly 1M cars more than the Japanese company in 2011. Even VW finished ahead of Toyota in terms of production that year, but it has been a masterclass in production ever since.
Credit: Toyota
Volume is not the only way the two companies are somewhat similar. EV development is also somewhat of a parallel. VW has coming out of the Dieselgate crisis and had to make major waves to regain consumer trust. Diess knew this, and pushed incredibly hard for several years to help VW reinvent its reputation as a sustainable company. Toyota really needs the same thing.
Although it isn’t going thru an emissions scandal, Toyota has basically half-committed to EVs, aiming to go toward hydrogen and hybrid vehicles instead. It is not to say that the company hasn’t contributed to sustainability in other ways: the Toyota Prius was a huge step forward in sustainable transport. Evolution needs to continue, however, and it is time for Toyota to really begin developing some high-tech EVs. They’re falling behind, and Diess, with his experience in high-volume companies and sluggish EV plans, is a good fit.
General Motors
GM would also be a good fit for Diess simply because of his push and determination to transition a company quickly. GM is honestly a company that has so much potential, but it feels like they’re falling just short of the mark in so many areas. The Bolt has plagued GM with bad advertising for several years, the HUMMER EV is having more issues than what were anticipated, and the company’s plans for electrification seem to be one drastic announcement followed by silence and promises that they’ll one day overtake Tesla.
While Tesla dominates the industry now, it will eventually take a few decades for others to catch up, and they likely will. However, Tesla is establishing itself as the leader and it is no secret. It is going to take a long time to figure out the tech and the manufacturing and the supply chain.

The first 2022 GMC HUMMER EV Pickup Edition 1 exits Factory ZERO in Detroit and Hamtramck, Michigan. VIN 001 was auctioned in March 2021 at the Barrett-Jackson Scottsdale auction for $2.5 million to benefit the Tunnel to Towers Foundation. (Photo by Jeffrey Sauger for General Motors)
GM will likely catch up to Tesla, but it won’t be in the 2020s or 2030s. They’ll all even out, just as the market is now. A lot of car companies do a lot of business, and it’s only a matter of time before other companies begin to figure things out.
GM will absolutely be a true player in the EV industry, and it’s just going to take some time. This is where I feel Diess would be a considerable asset to GM, simply because he emphasized on accelerating VW’s transition to sustainable energy. The goals of 2035 or more were simply not going to work. Things needed to be figured out now, and the goal is to establish yourself as an early player in the disruption of a sector. VW has done that thanks to Diess, GM has announced more (at least to me) but accomplished considerably less.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla makes big Full Self-Driving change to reflect future plans
Tesla made a dramatic change to the Online Design Studio to show its plans for Full Self-Driving, a major part of the company’s plans moving forward, as CEO Elon Musk has been extremely clear on the direction moving forward.
With Tesla taking a stand and removing the ability to purchase Full Self-Driving outright next month, it is already taking steps to initiate that with owners and potential buyers.
On Thursday night, the company updated its Online Design Studio to reflect that in a new move that now lists the three purchase options that are currently available: Monthly Subscription, One-Time Purchase, or Add Later:
🚨 Check out the change Tesla made to its Online Design Studio:
It now lists the Monthly Subscription as an option for Full Self-Driving
It also shows the outright purchase option as expiring on February 14 pic.twitter.com/pM6Svmyy8d
— TESLARATI (@Teslarati) January 23, 2026
This change replaces the former option for purchasing Full Self-Driving at the time of purchase, which was a simple and single box to purchase the suite outright. Subscriptions were activated through the vehicle exclusively.
However, with Musk announcing that Tesla would soon remove the outright purchase option, it is clearer than ever that the Subscription plan is where the company is headed.
The removal of the outright purchase option has been a polarizing topic among the Tesla community, especially considering that there are many people who are concerned about potential price increases or have been saving to purchase it for $8,000.
This would bring an end to the ability to pay for it once and never have to pay for it again. With the Subscription strategy, things are definitely going to change, and if people are paying for their cars monthly, it will essentially add $100 per month to their payment, pricing some people out. The price will increase as well, as Musk said on Thursday, as it improves in functionality.
I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve.
The massive value jump is when you can be on your phone or sleeping for the entire ride (unsupervised FSD). https://t.co/YDKhXN3aaG
— Elon Musk (@elonmusk) January 23, 2026
Those skeptics have grown concerned that this will actually lower the take rate of Full Self-Driving. While it is understandable that FSD would increase in price as the capabilities improve, there are arguments for a tiered system that would allow owners to pay for features that they appreciate and can afford, which would help with data accumulation for the company.
Musk’s new compensation package also would require Tesla to have 10 million active FSD subscriptions, but people are not sure if this will move the needle in the correct direction. If Tesla can potentially offer a cheaper alternative that is not quite unsupervised, things could improve in terms of the number of owners who pay for it.
News
Tesla Model S completes first ever FSD Cannonball Run with zero interventions
The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end with no interventions.
A Tesla Model S has completed the first-ever full Cannonball Run using Full Self-Driving (FSD), traveling from Los Angeles to New York with zero interventions. The coast-to-coast drive marked the first time Tesla’s FSD system completed the iconic, 3,000-mile route end to end, fulfilling a long-discussed benchmark for autonomy.
A full FSD Cannonball Run
As per a report from The Drive, a 2024 Tesla Model S with AI4 and FSD v14.2.2.3 completed the 3,081-mile trip from Redondo Beach in Los Angeles to midtown Manhattan in New York City. The drive was completed by Alex Roy, a former automotive journalist and investor, along with a small team of autonomy experts.
Roy said FSD handled all driving tasks for the entirety of the route, including highway cruising, lane changes, navigation, and adverse weather conditions. The trip took a total of 58 hours and 22 minutes at an average speed of 64 mph, and about 10 hours were spent charging the vehicle. In later comments, Roy noted that he and his team cleaned out the Model S’ cameras during their stops to keep FSD’s performance optimal.
History made
The historic trip was quite impressive, considering that the journey was in the middle of winter. This meant that FSD didn’t just deal with other cars on the road. The vehicle also had to handle extreme cold, snow, ice, slush, and rain.
As per Roy in a post on X, FSD performed so well during the trip that the journey would have been completed faster if the Model S did not have people onboard. “Elon Musk was right. Once an autonomous vehicle is mature, most human input is error. A comedy of human errors added hours and hundreds of miles, but FSD stunned us with its consistent and comfortable behavior,” Roy wrote in a post on X.
Roy’s comments are quite notable as he has previously attempted Cannonball Runs using FSD on December 2024 and February 2025. Neither were zero intervention drives.
Elon Musk
Tesla removes Autopilot as standard, receives criticism online
The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders.
Tesla removed its basic Autopilot package as a standard feature in the United States. The move leaves only Traffic Aware Cruise Control as standard equipment on new Tesla orders, and shifts the company’s strategy towards paid Full Self-Driving subscriptions.
Tesla removes Autopilot
As per observations from the electric vehicle community on social media, Tesla no longer lists Autopilot as standard in its vehicles in the U.S. This suggests that features such as lane-centering and Autosteer have been removed as standard equipment. Previously, most Tesla vehicles came with Autopilot by default, which offers Traffic-Aware Cruise Control and Autosteer.
The change resulted in backlash from some Tesla owners and EV observers, particularly as competing automakers, including mainstream players like Toyota, offer features like lane-centering as standard on many models, including budget vehicles.
That being said, the removal of Autopilot suggests that Tesla is concentrating its autonomy roadmap around FSD subscriptions rather than bundled driver-assistance features. It would be interesting to see how Tesla manages its vehicles’ standard safety features, as it seems out of character for Tesla to make its cars less safe over time.
Musk announces FSD price increases
Following the Autopilot changes, Elon Musk stated on X that Tesla is planning to raise subscription prices for FSD as its capabilities improve. In a post on X, Musk stated that the current $99-per-month price for supervised FSD would increase over time, especially as the system itself becomes more robust.
“I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve. The massive value jump is when you can be on your phone or sleeping for the entire ride (Unsupervised FSD),” Musk wrote.
At the time of his recent post, Tesla still offers FSD as a one-time purchase for $8,000, but Elon Musk has confirmed that this option will be discontinued on February 14, leaving subscriptions as the only way to access the system.