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How other industries see Tesla Motors

This what industry players are having a hard time seeing, how a startup focuses on vision instead of cash flow profit and the mundane.

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11 years ago

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Elon Musk's Roadster

I caught my second glimpse of Elon’s Roadster at a car event where I saw the charging cord daisy chain here.

The latest wild swings in the Tesla news fueled by New Jersey’s infamous closing of its doors on allowing the company to sell directly, has had greater repercussions than anticipated. Our original $5B Gigafactory and how Tesla will disrupt more than carmakers article, written on March 4th on how disruptive its Gigafactory will be, has gained a lot of traction. Since then, the investment world seems to take Tesla Motors a little more seriously, even the articles on Seeking Alpha are becoming favorable to the company. We are happy to see the specialized press also acknowledging the potential Tesla is, not just as a cheerleader for electric cars, with GreenCarReports writing about how much more than a carmaker the company is. And yes, Panasonic is not the only battery maker wondering where this whole Gigafactory is going and what it means to their business model. I wrote a similar article on CarNewsCafe.

Tesla Motors is.. a lifestyle statement!

Tesla Motors really boils down to two fundamental trends. It is part of the answer many want to see, a different future than the one presented by most companies and what mainstream carmakers are satisfied with. It’s also about one entrepreneur’s vision of wanting a fun electric car to drive, Elon Musk. Doing only what an entrepreneur does best with a startup, it begins with a clean slate. It is extremely nimble and capable of tackling far greater changes than an established company. Tesla Motors has never been, will never be and can never be defined as a carmaker. It is much more than that with Superchargers, soon a battery factory, an indirect solar energy company, and much more. This is what traditional carmakers and investors were having a hard time understanding, the whole picture and how out of the box the Tesla business model is.

Tesla Awe

This is the day my gearhead friend finally saw the light with EVs

If we are blessed and cursed with ADD and always wanting more, this can be a great fuel for innovations, but it can also frighten companies focused on keeping a steady cash flow. Startups need to continuously innovate and at some point, they too become established companies, see Apple and Google, for example. Certain established companies rekindled their original drive and unique DNA, such as IBM going back to consulting, dropping manufacturing out of the equation. That is the only way for a startup to survive in the long run, leaving the rest to linger.

Tesla will continue to innovate, as long as it keeps focusing on what matters. What matters is what we all want, a change, a real change away from the mundane. Tesla answers this and will continue to disrupt more than carmakers, as we noted in our March 4th article.

Solar City and the challenges it faces

Solar City is one of the outlets where Tesla Motors can surprise us the next few years. The company made solar panels a household name, but it faces the entrepreneur’s dilemma, how to go forward and continue innovating.

Solar City is good at one thing, leasing photovoltaic (PV) panels with a promise to cut your electric bill by at least $25. Since then, it has done little more than that. Today, Solar City virtually sits on most rooftops, making it one of the biggest energy maker in the U.S. It will need to move beyond the leasing model, which really isn’t that economical for the long term. Solar City, through Elon Musk’s vision should be where the next Tesla Motors saga will reveal its next strategic move. The Gigafactory will use solar energy and should indirectly motivate Solar City to move beyond simply leasing. It could morph into an energy management company. This is what happened to Coulomb Technology as it spun off its manufacturing process to ChargePoint and got into the management aspects of the business, much like IBM. Solar City is the last company Elon Musk hasn’t reworked yet. It is fully poised to reap the benefits of its energy management before the government runs out of patience with it. With the Superchargers in place, this juggernaut has a complete portfolio for energy management.

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WATCH: SpaceX attempts Starship’s tenth test flight after two delays

This evening, SpaceX has already stated that conditions appear to be approximately 45 percent favorable for launch. This is ten percent less than last night, when the mission was eventually scrapped around 7 p.m. local time.

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2 hours ago

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August 26, 2025

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Credit: SpaceX

SpaceX is set to launch Starship tonight, provided the weather cooperates and everything with the ship goes smoothly.

This is SpaceX’s third attempt to launch Starship for its tenth test flight, with Sunday’s and Monday’s attempts both being scrapped due to a leak and unfavorable weather conditions on the respective days.

This evening, SpaceX has already stated that conditions appear to be approximately 45 percent favorable for launch. This is ten percent less than last night, when the mission was eventually scrapped around 7 p.m. local time.

SpaceX Starship Flight 10: What to expect

Propellant load of the upper stage and Super Heavy booster is already underway, and the launch is expected to occur at 6:30 p.m. in Starbase, Texas.

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You can watch the tenth test flight of Starship below via SpaceX:

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Tesla one-ups Waymo once again with latest Robotaxi expansion in Austin

Tesla’s new Robotaxi geofence measures roughly 171 square miles of Austin’s downtown and suburbs. This is more than double the size of Waymo’s geofence, which measures 90 square miles.

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8 hours ago

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August 26, 2025

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Credit: @BLKMDL3 | X

Tesla’s expansion of the Robotaxi geofence on Tuesday morning was a one-up on Waymo once again, as the automaker’s service area growth helps eclipse its rival in an intense back-and-forth.

A lot of conversation has been made about Tesla’s rivalry with Waymo in terms of the capabilities of its driverless ride-sharing service in Austin, Texas.

The two companies have sparred with one another, answering each other’s expansion, and continuing to compete, all to the benefit of consumers in the region.

Tesla expanded the geofence of Robotaxi once again this morning, and it is another growth that catapults it past Waymo’s service area in Austin — this time by a considerable margin.

Tesla’s new Robotaxi geofence measures roughly 171 square miles of Austin’s downtown and suburbs. This is more than double the size of Waymo’s geofence, which measures 90 square miles.

On July 14, Tesla officially overtook Waymo in terms of service area in Austin. But just a few days later, Waymo had responded with a bold statement, expanding from 37 square miles to 90 square miles.

Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, said the move “unlock[ed] another key milestone in Austin as our operating territory with Waymo expands from 37 to 90 square miles, which means that even more riders can experience Waymo’s fully autonomous vehicles through the Uber app.”

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Tesla did not respond immediately, but it took its time with validation vehicle testing in the Austin suburbs, as we reported yesterday:

Tesla looks to expand Robotaxi geofence once again with testing in new area

Today’s expansion is perhaps the biggest step Tesla has taken in its efforts to continue to grow its Robotaxi platform. This is not only because the company has significantly expanded the size of the geofence, but also because it has ventured into suburban areas and even included Gigafactory Texas in its service area.

Waymo could come up with another timely response as it did when Tesla expanded in late July. We’ll wait to see what it comes up with, as this awesome competition between the two companies is accelerating innovation.

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Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise

Now, on August 26, the Robotaxi geofence has expanded once again, and is estimated to be about 130 square miles.

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10 hours ago

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August 26, 2025

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Tesla has expanded its Robotaxi geofence in Austin for the third time since its launch in late June, and the company added a big surprise with this new service area.

After launching on June 22, Tesla’s driverless Robotaxi service has been expanded three times. Its initial launch was about 20 square miles in size. The first expansion occurred on July 14 and was roughly 42 miles large, more than double the initial geofence size.

The second expansion occurred on August 3 and brought the total service area to roughly 80 square miles.

Now, on August 26, the Robotaxi geofence has expanded once again, and is estimated to be about 170 square miles.

The expansion of the Robotaxi geofence seemed to show the company’s focus on getting the service to the areas East and West of downtown was an utmost priority.

We reported on the Bee Cave region of the Austin suburbs being a place where Robotaxi validation vehicles were spotted testing in recent days.

Bee Cave is included in the new geofence.

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However, that is not the biggest addition to the geofence, and it’s not even close. Tesla added a major area to the new geofence, one that fans of the company will absolutely love: Tesla Gigafactory Texas.

The big question that remains is whether Tesla is expanding the size of its fleet of Robotaxi vehicles in Austin. There have been many questions about the expansions of the fleet and not necessarily the geofence, and while the latter is certainly considered progress, Tesla will need to enable more Robotaxi into the vehicle population to handle the additional rides.

Tesla has been planning to do so, but is still prioritizing safety and does not want to rush any part of the Robotaxi process.

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Tesla is also looking to expand to new cities altogether. It is currently moving toward a Robotaxi launch in Florida, Arizona, and Nevada, and has also opened up job postings for Robotaxi operators in New York.

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