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How much is EV manufacturer branding going to matter in the long term?

(Image: Tesla)

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German publication Das Spiegel came out with a very good analysis on the car industry in the country and how new technology is changing its landscape significantly. Yes, it went over how far behind the former auto industry leader is now in terms of electric vehicles, but what I found even more interesting were the details hashed out about self-driving technology.

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German auto makers are woefully behind in the tech, especially compared to companies like Waymo; however, most of those companies are looking to license their products rather than compete with car companies directly (unlike Tesla’s Master of the Universe approach). We’ve heard about the promises that autonomous taxi networks will live up to, so now I’ve started to wonder.

How much is manufacturer branding going to matter in the long term? Will the auto industry head towards a future similar to the airline industry? As Das Spiegel puts it, “At the end of the day, people don’t fly with a brand like Airbus or Boeing, they do so with an airline like Lufthansa or Emirates.”

Additionally, is it going to matter how well everyone (i.e., legacy auto) keeps up with EV makers when transportation overall is going to change so significantly that the old sales models will no longer apply?

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Citing Waymo CEO John Krafcik’s perspective on Autopilot-type programs as a prompt, the article explains, “…companies could be making money not only from the sale of vehicles but also from every single mile the customer travels… That will be even truer once human drivers, the greatest cost factor in an autonomous vehicle, are completely eliminated. Taxis without drivers, maintenance trips without staff, deliveries without deliverers — in this new world, there will be no salaries or benefits to pay and the machines only go on strike when they have technical problems.” What happens when humans neither impact the manufacturing and service decisions and play a much smaller role in the purchasing decisions?

It seems like German automakers have been very slow to come around to the EV future due, in part, to a nostalgia for what the driving experience used to be and still is for those who still pay premium prices for such ‘driving machines.’ If the future of car ownership is going to be handed over to merely what’s most efficient for place-to-place travel, though, what does that mean for this industry’s experience factor when the engine is eliminated for electric motors and passengers aren’t even paying attention to the feeling of their wheels on the road, the turning radius, the pedal response, etc.?

Sure, some of these things will matter. Using the airline metaphor, customers have serious opinions about the kind of plane they travel in. Small seats and shaky cabins get terrible reviews, but when you need a ticket to your family reunion and price is the biggest factor in your decision, how much input does a customer really have when it comes to the vehicle being used to transport them? Car companies today are appealing to consumers as individuals, but when the consumers start becoming just one number in a larger “base” of people hailing a ride, or perhaps individual business owners looking for the most cost-efficient vehicle to generate money while they’re not using it, what does that mean for the whole “driving experience” model?

Will companies like BMW and Porsche switch over to a pooling type approach, appealing to taxi companies and the like instead of the mom or dad that has kids? Will they purchase all of their parts for various suppliers and just concentrate on body design and tech offerings? Are subscription services similar to cellular companies? On ride-hailing apps, customers choose the size or general style of the car they want to take, but that’s obviously a starkly different decision process than seeing ads, browsing at dealerships, taking test rides, etc.

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Tesla will probably be an initial bellwether for how customers will respond to the transition, but I do wonder how much the airline metaphor will play out. WiFi, drink selections, destination discounts, travel package offers, etc., combined with other in-car luxuries like individual temperature controls and so forth will come along I’m sure. But, still.

What happens to, “Because we promised you a Mercedes Benz, that’s why…,”?

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Elon Musk

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

Tesla, SpaceX, and xAI unveiled TERAFAB, a $25B chip factory targeting one terawatt of AI compute annually.

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Tesla TERAFAB Factory in Austin, Texas

Elon Musk took the stage over the weekend at the defunct Seaholm Power Plant in Austin, Texas, to officially unveil TERAFAB, a $20-25 billion joint venture between Tesla, SpaceX, and xAI that he described as “the most epic chip building exercise in history by far.” The announcement marks the most ambitious infrastructure bet Musk has made since Gigafactory 1 in Sparks, Nevada, and it fuses three of his companies into a single, vertically integrated AI hardware machine for the first time.

TERAFAB is designed to consolidate every stage of semiconductor production under one roof, including chip design, lithography, fabrication, memory production, advanced packaging, and testing.  At full capacity, the facility would scale to roughly 70% of the global output from the current world’s largest semiconductor foundry from Taiwan Semiconductor Manufacturing Company (TSMC).

Elon Musk’s stated goal is one terawatt of computing power annually, split between Tesla’s AI5 inference chips for vehicles and Optimus robots, and D3 chips built specifically for SpaceXAI’s orbital satellite constellation.

Tesla Terafab set for launch: Inside the $20B AI chip factory that will reshape the auto industry

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The logic behind the merger of these three entities is rooted in a supply chain crisis Musk has been signaling for over a year. At Tesla’s Q4 2025 earnings call, he warned investors that external chip capacity from TSMC, Samsung, and Micron would hit a ceiling within three to four years. “We’re very grateful to our existing supply chain, to Samsung, TSMC, Micron and others,” Musk acknowledged at the Terafab event, “but there’s a maximum rate at which they’re comfortable expanding.” Building in-house was, in his framing, not a strategic option, but a necessity.

The space angle is where the announcement becomes genuinely unprecedented. Musk said 80% of Terafab’s compute output would be directed toward space-based orbital AI satellites, arguing that solar irradiance in space is roughly 5x greater than at Earth’s surface, and that heat rejection in vacuum makes thermal scaling viable. This directly feeds the SpaceXAI vision, which is betting that within two to three years, running AI workloads in orbit will be cheaper than doing so on the ground. The satellites, powered by constant solar energy, would effectively turn low Earth orbit into the world’s largest data center.

Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI

Historically, this announcement threads together every major Musk initiative of the past two years: the xAI-SpaceX merger, Tesla’s $2.9 billion solar equipment talks with Chinese suppliers, the 100 GW domestic solar manufacturing push, the Optimus humanoid robot program, and Starship’s development. TERAFAB is the capstone that ties them into a single coherent architecture — chips made on Earth, launched by SpaceX, powered by Tesla solar, run by xAI, and ultimately extended to the Moon.

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“I want us to live long enough to see the mass driver on the moon, because that’s going to be incredibly epic,”Musk said during the presentation.

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Cybertruck

Chattanooga Charge: Tesla and EV fans ready for the Southeast’s wildest Tesla party

From Cybertruck Convoys to Kid-Friendly Fun Zones: The Chattanooga Charge Has Something for Everyone

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Hundreds of like-minded Tesla and EV enthusiasts are descending on Chattanooga Charge this weekend for the largest Tesla meet in the Southeast. Taking place on March 20–22, 2026 at the stunning Tennessee Riverpark.

If you were there last year, you’ll know that it’s the ultimate experience to see the wildest Teslas in action, see the best in EV tech, and arguably the most fun – finally put a name to the face and connect with those social media buddies IRL! Oh, and that epic night time Tesla light show is a once-in-a-lifetime experience that will transform the Riverpark into something out of a sci-fi film that’s remarkably unforgettable and must be seen in person.

This year’s event takes everything up a notch, with over 100 Cybertrucks expected to be on display, many sporting jaw-dropping modifications and custom wraps that push the boundaries of what these stainless steel beasts can look like.

Whether you’re a diehard Tesla fan, EV supporter, or just EV-mod-curious, the sheer spectacle is worth the drive.

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The Chattanooga Charge doesn’t wait until Saturday morning to get started. The weekend technically kicks off Friday, March 20th, and the venue sets the tone immediately. Come share roadtrip stories over drinks at the W-XYZ Rooftop Bar on the top floor of the Aloft Chattanooga Hamilton Place Hotel, with sunset views over the city.

Come morning, nurse your hangover with a some good coffee, and convoy with hundreds of other Tesla and EV drivers through Chattanooga to the event for some morning meet and greets before the speaker panel starts and the food trucks fire up.

Tesla owner clubs travel from across the country to be here, not just to show off their vehicles,, but to connect, share, and celebrate a shared passion for the future of driving.

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Sounds like a plan to me. See you there, guys. Don’t miss it. Get your tickets at ChattanoogaCharge.com and join the charge. 🔋⚡

Chattanooga Charge is a premier Tesla and EV gathering inspired by the X Takeover, known as one of the largest Tesla event gatherings. What began as a bold idea from the team at DIY Wraps/TESBROS, hosted in their hometown of Chattanooga, Tennessee, the event quickly became a movement across social media. The first annual Chattanooga Charge united over 16 Tesla clubs from 16 states, proof that the EV community was hungry for something big in the South. Year after year, the event has grown in scale, ambition, and heart.

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Lifestyle

Tesla Model S Plaid battles China’s 1500 hp monster Nurburgring monster, with surprising results

There is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing.

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Credit: Carwow/YouTube

The Tesla Model S Plaid has been around for some time. Today, it is no longer the world’s quickest four-door electric sedan, nor is it the most powerful. As per a recent video from motoring YouTube channel Carwow, however, it seems like the Model S Plaid is still more than a match for some of its newer and more powerful rivals. 

The monster from China

The Xiaomi SU7 Ultra is nothing short of a monster. Just like the Model S Plaid, it features three motors. It also has 1,548 hp and 1,770 Nm of torque. It’s All Wheel Drive and weighs a hefty 2,360 kg. The vehicle, which costs just about the equivalent of £55,000, has been recorded setting an insane 7:04.957 at the Nurburgring, surpassing the previous record held by the Porsche Taycan Turbo GT.

For all intents and purposes, the Model S Plaid looked outgunned in Carwow’s test. The Model S Plaid is no slouch with its three motors that produce 1,020 hp and 1,420 Nm of torque. It’s also a bit lighter at 2,190 kg despite its larger size. However, as the Carwow host pointed out, the Model S Plaid holds a 7:25.231 record in the Nurburgring. Compared to the Xiaomi SU7 Ultra’s record, the Model S Plaid’s lap time is notably slower. 

Real-world tests

As could be seen in Carwow’s drag races, however, Tesla’s tech wizardry with the Model S Plaid is still hard to beat. The two vehicles competed in nine races, and the older Model S Plaid actually beat its newer, more powerful counterpart from China several times. At one point in the race, the Xiaomi SU7 Ultra hit its power limit due to its battery’s temperature, but the Model S Plaid was still going strong.

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The Model S Plaid was first teased five years ago, in September 2020 during Tesla’s Battery Day. Since then, cars like the Lucid Air Sapphire and the Xiaomi SU7 Ultra have been released, surpassing its specs. But just like the Model Y ended up being the better all-rounder compared to the BYD Sealion 7 and the MG IM6, there is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing. 

Check out Carwow’s Model S Plaid vs Xiaomi SU7 drag race video below.

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