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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
Elon Musk teases expectations for Tesla’s AI6 self-driving chip
This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.
Tesla CEO Elon Musk is outlining expectations for the AI6 self-driving chip, which is still two generations away. Despite this, it is already in the plans of the company and its serial entrepreneur CEO, who has high expectations for it.
Musk provided fresh details on the company’s aggressive AI hardware roadmap, spotlighting the upcoming AI6 chip designed to supercharge Tesla’s self-driving tech, humanoid robots, and data center operations.
In a post on X dated March 19, Musk stated, “With some luck and acceleration using AI, we might be able to tape out AI6 in December.”
With some luck and acceleration using AI, we might be able to tape out AI6 in December
— Elon Musk (@elonmusk) March 19, 2026
This optimistic timeline for tape-out—the stage where chip design is finalized before manufacturing—signals Tesla’s push to rapidly advance its silicon capabilities.
The announcement builds on progress with the predecessor AI5. Earlier in January, Musk announced that the AI5 design was “in good shape” and “almost done,” describing it as an “existential” project for the company that demanded his personal attention on weekends.
He characterized AI5 as roughly equivalent to Nvidia’s Hopper class performance in a single system-on-chip (SoC) and Blackwell-level as a dual configuration, but at significantly lower cost and power usage.
Elon Musk is setting high expectations for Tesla AI5 and AI6 chips
Musk highlighted that AI5 “will punch far above its weight” thanks to Tesla’s co-designed AI software and hardware stack, making maximal use of every circuit. While capable of data center training tasks, it is primarily optimized for edge computing in Optimus robots and Robotaxi vehicles.
For AI6, Musk envisions substantial gains. “In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5,” he explained.
The company is targeting ambitious nine-month development cycles for future chips, allowing rapid iteration to AI7, AI8, and beyond. AI5/AI6 engineering remains Musk’s top time allocation at Tesla, with the CEO calling AI5 “good” and AI6 “great.”
Samsung is expected to manufacture the AI6 chips, following deals worth billions, while AI5 will leverage TSMC and Samsung production. These chips will form the backbone of Tesla’s Full Self-Driving system, enabling safer and more capable autonomy, alongside powering dexterous movements in Optimus bots and efficient inference in expanding data centers.
Tesla to discuss expansion of Samsung AI6 production plans: report
Musk has also restarted work on the Dojo 3 supercomputer project now that AI5 is progressing. Long-term plans include in-house manufacturing via the Terafab facility.
By accelerating chip development with AI tools, Tesla aims to reduce dependence on third-party GPUs and deliver high-performance, energy-efficient solutions tailored to its ecosystem. Success with AI6 could mark a major milestone in Tesla’s journey toward full autonomy and robotics leadership, though timelines remain subject to manufacturing realities.
Elon Musk
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Space Force drops ULA for SpaceX on GPS launch after Vulcan rocket anomaly investigation halts flights.
The U.S. Space Force announced today it is switching an upcoming GPS III satellite launch from United Launch Alliance’s Vulcan rocket to a SpaceX Falcon 9, a move that is as much a reflection of Vulcan’s mounting problems as it is a validation of SpaceX’s growing dominance in national security space launch. The GPS III Space Vehicle 09, originally contracted to fly on Vulcan this month, will now target a late April liftoff on Falcon 9, marking the fourth consecutive GPS III satellite the Space Force has moved to SpaceX after contracts were originally awarded to ULA.
The immediate trigger is a solid rocket motor anomaly that occurred on February 12 during Vulcan’s USSF-87 mission. Although the payloads reached orbit and ULA declared the mission successful, the company characterized the malfunction as a “significant performance anomaly” and has since paused all military launches on Vulcan pending a root cause investigation.
“With this change, we are answering the call for rapid delivery of advanced GPS capability while the Vulcan anomaly investigation continues,” said Systems Delta 81 Commander Col. Ryan Hiserote. “We are once again demonstrating our team’s flexibility and are fully committed to leverage all options available for responsive and reliable launch for the Nation.”
The broader reality is that SpaceX’s reliability record and launch cadence have made it the path of least resistance for the Pentagon, and bodes well with Elon Musk’s plans to IPO SpaceX sometime this year. Its Falcon 9 is the most flight-proven rocket in history, and the Space Force’s Rapid Response Trailblazer program was specifically designed to enable exactly this kind of provider swap for GPS missions, and effectively building SpaceX’s flexibility into the national security launch architecture by design.
For ULA, the stakes are existential. The company entered 2026 with aspirations of finally turning a corner after years of Vulcan delays, with interim CEO John Elbon pointing to a backlog of over 80 missions as reason for optimism. Meanwhile, SpaceX’s contracts with the Space Force have given it a formal pathway to take on even more national security launches going forward.
The significance of today’s announcement extends beyond one satellite swap. It reinforces that America’s most critical space infrastructure, including GPS, missile warning, and beyond, is increasingly dependent on a single commercial provider.
News
Tesla Full Self-Driving gets huge breakthrough on European expansion
All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.
Tesla Full Self-Driving has gotten a huge breakthrough as the company is still planning big things for its European expansion, hoping to bring the impressive platform into the continent after years of attempts.
Tesla Europe has announced a major breakthrough: the company has officially completed the final vehicle testing phase for Full Self-Driving (Supervised) in partnership with the Dutch vehicle authority RDW.
All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.
Together with RDW, we have officially completed the final vehicle testing phase for Full Self-Driving (Supervised) and have submitted all documentation required for the UN R-171 approval + Article 39 exemptions. The RDW team is now reviewing the documentation and test results…
— Tesla Europe, Middle East & Africa (@teslaeurope) March 20, 2026
The process has been exhaustive. Tesla said it has logged more than 1.6 million kilometers of FSD (Supervised) testing on European roads, conducted over 13,000 customer ride-alongs, executed 4,500+ track test scenarios, produced thousands of pages of documentation covering 400+ compliance requirements, and completed dozens of independent safety studies.
The company expressed pride in the partnership and anticipation of bringing the feature to “patient EU customers” soon after approval.
Europe’s regulatory landscape has presented steep challenges for Tesla’s advanced driver-assistance systems. The EU enforces some of the world’s strictest safety standards under the United Nations Economic Commission for Europe framework, particularly UN Regulation 171 on Driver Control Assistance Systems.
Unlike the more permissive U.S. environment, European rules historically limited system-initiated maneuvers, required constant driver supervision, and demanded country-by-country or bloc-wide exemptions. Tesla faced repeated delays, with initial February 2026 targets pushed back amid RDW’s insistence that safety, not public or corporate pressure, would govern timelines.
Tesla Europe builds momentum with expanding FSD demos and regional launches
A former Tesla executive warned in 2024 that certain regulatory elements could slip to 2028, highlighting bureaucratic hurdles, extensive audits, and the need for harmonized data privacy and liability frameworks across fragmented member states.
Yet progress is accelerating. Amendments to UN R-171 adopted in 2025 now permit hands-free highway lane changes and other automated features, clearing technical barriers. Once the Netherlands grants national approval, mutual recognition allows other EU countries to adopt it immediately, potentially leading to an EU-wide rollout by summer 2026.
This European breakthrough is part of Tesla’s broader push into foreign markets. Full Self-Driving (Supervised) is already live in the United States and expanding rapidly.
In China, where partial approvals exist, CEO Elon Musk has targeted full rollout around the same February–March 2026 window, despite lingering data-security reviews.
Additional markets, including the UAE, are slated for early 2026 launches. These expansions are critical as Tesla seeks to monetize software amid softening EV demand globally.
For European Tesla owners, the wait appears nearly over. Approval would unlock advanced autonomy features that have long been available elsewhere, marking a pivotal step in Tesla’s global autonomy ambitions and reinforcing its commitment to navigating complex international regulations.
Elon Musk teases expectations for Tesla’s AI6 self-driving chip
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
