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I know, I know. Just asking the question, “Is there anything Tesla can’t do?” alone sounds like stooge-level propaganda with a predictable answer at the end: No. However, I promise you that I’m actually considering it objectively in light of what has been parading in the headlines.
The Porsche Taycan vs. Tesla debates were a bit exhausting over the last couple of weeks, but the ‘Plaid Mode’ reveal took them to another level. Then, a German media outlet reported that a Model S already beat the Taycan’s Nürburgring time by almost 20 seconds after all that hoopla about “turns” and overheating being inevitable doom bringers for Tesla.
And all this excitement started co-existing with more news about the spiffy stuff included in the V10 firmware update that Tesla’s Early Access Program participants were downloading. Leaked pictures of the made-in-China Model 3 were really just the icing on the cake yesterday for anyone keeping score.
So, I think it’s fair to start wondering what Tesla has left to achieve that may be a serious challenge.
Obviously, there’s plenty on the plate for the next few years at least: Model Y, the Tesla Truck, the Tesla Semi, the next generation Roadster, and now refreshed ‘Plaid Mode’ Model S’s and X’s. Oh, and the regulatory hurdles to make Full Self-Driving a legal reality still need to come through. I suppose having a few more Gigafactories would be a good idea also, like the one teased for Europe.
Okay. Perhaps this question is more tedious than I thought. On one hand, Tesla doesn’t need to do everything a car maker could possibly do. Plenty of manufacturers are content with sticking with their niche markets. But I don’t see Tesla settling for that, especially considering all the markets they’re targeting already and the sales numbers they’re aiming to achieve.
How about outdoor-oriented vehicles, considering the next competitor for Elon Musk to comment on will likely be Rivian? The Michigan-based EV newcomer has completely branded itself to appeal to the travel adventure crowd, and their R1T pickup truck has every whiz-bang thing (to borrow a phrase) they could dream of needing for a mountain camping trek. Rivian even has a patent application for a “digital” jerrycan to extend their battery range for such trips.
While the Tesla Truck is coming, a ‘Blade Runner’ cyberpunk theme doesn’t seem to have the Rivian-type customers in mind. That’s fine, but would Tesla want to appeal to that base if it proves lucrative? Why bother building a truck in the first place if you don’t want to attract, you know, truck people? Rivian’s R1S SUV might really be where the customers are, though. The Model Y will appeal to a significant base, but the R1S will tap into another large crowd as well. The Model X may be the Fabergé egg of cars, but sports and camping-oriented families may find an SUV that’s traditionally designed and half the price a bit more…feasible.
It seems like there may be a decent amount of crossover between Tesla and Rivian’s bases – both sets of customers have similar values and possibly similar budgets. Will Tesla make a play with its own rough-and-tumble vehicles? Or will they just peacefully co-exist? I mean, Tesla and Porsche are supposedly not really meant to be competitors, yet there’s still a Model S at Nürburgring despite that um, fact.
What about military vehicles? Other automakers like GM and Ford have developed equipment for defense purposes over the decades, and Musk is already well versed in having government entities as customers via SpaceX. The US military is looking for alternative fuel vehicles, although hydrogen fuel cell tech seems the be the focus. I’m sure Tesla’s tech could easily win any competition, especially given their semi truck work and advanced battery products. But, would Tesla even want that sort of customer? SpaceX and Tesla have different core missions, although they are compatible. I could also lay out some ironies in Tesla developing military vehicles, but I’m sure you can imagine what they are.
Finally, what about smaller vehicles like water crafts, ATVs, motorcycles, etc.? Non-vehicle products? Those are areas several other car makers have entered as separate ventures, and successfully at that. Musk may have once joked about Tesla making an electric leaf blower, but Honda could perhaps vouch for the profitability of home DIY equipment. Rivian has even hinted that it’s developing something that’s ‘not necessarily’ a car. After going from the original Roadster to manufacturing and delivering several types of cars all over the world (not to mention solar kits), Tesla could probably easily outfit its customers’ homes with a variety of other battery-powered products. Tesla vs. John Deere, anyone? I’m not sure what kind of culture war that might ignite, but Musk isn’t really the type to back down from such a challenge.
It doesn’t seem like Tesla needs much more on its plate in the immediate future, but after seeing what they’ve accomplished thus far in so little time, the next expansion may end up being around the corner before we know it.
Elon Musk
The Boring Company just doubled its tunneling power in Nashville
The Boring Company’s Prufrock MB2 is commissioned and ready to mine beneath Nashville’s streets.
The Boring Company’s second tunnel boring machine, Prufrock MB2, is officially ready to dig in Nashville. The company confirmed the news on X, posting: “Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here. Will MB2 catch up to MB1, who had quite the head start? And Prufrock-MB3 ships in August!”
MB2 arrives with meaningful improvements over its predecessor. Lessons learned from the launch and operation of MB1 have already been applied to MB2 to improve efficiency and prepare the machine for launch.
Traditional tunnel boring machines operate in a stop-and-go cycle, digging roughly five feet, halt, erect precast concrete segments to line the tunnel wall, then resume. That repeated interruption is one of the main reasons conventional tunneling is slow and expensive. Prufrock is designed to install the tunnel liner simultaneously with mining, eliminating the need to stop every five feet. The machine also skips the need for excavated launch pits. Prufrock arrives on a truck, tilts down, and launches into the ground within 24 hours. And when the tunnel is complete, it emerges from the ground and drives to its next launch site on a trailer, eliminating the need for expensive cranes or pit excavation. The machine is also fully electric and runs with zero people in the tunnel during normal operations, controlled remotely from a surface operations center.
Prufrock-MB2 is ready to mine in Nashville! MB2 commissioning is complete, including the brief 11 rpm rotation shown here.
Will MB2 catch up to MB1, who had quite the head start?
And Prufrock-MB3 ships in August! pic.twitter.com/TTrMql2aRg
— The Boring Company (@boringcompany) June 17, 2026
It won’t be long before we hear of another major update on The Boring Company’s Music City Loop project – a planned underground transit network beneath Nashville that would move passengers in electric vehicles through a series of tunnels at highway speeds, and bypassing surface traffic entirely. Nashville was selected in part because of its strong rock conditions that suits the Prufrock machines well, and relatively less regulatory hurdles.
Progress has been steady on multiple fronts. All 37 permits and approvals required ahead of tunneling have been obtained, out of 45 total. Key wins include a fully executed TDOT tunnel permit authorizing 25 miles of tunnel, unanimous airport authority approval for a Nashville International Airport station, and the city’s first residential station agreement serving downtown tower residents.
With MB1 already tunneling, MB2 now commissioned, and MB3 shipping in August, Nashville is becoming something of a live proving ground for scaled tunnel boring. The broader ambition is not limited to one city. The Boring Company’s stated goal is to make underground transportation a practical alternative to surface roads across major metro areas. Nashville is one of many cities, including a successful Las Vegas tunnel system, where that idea is being put to the test at real speed.
Investor's Corner
Tesla unfolded its first European “folding Supercharger”
Tesla’s folding Supercharger just arrived in Europe and it changes how fast charging expands.
Tesla’s Folding Unit Supercharger has officially landed in Europe, with the company teasing a new installation in its effort for a broader rollout targeting major motorway rest stops across the European continent in Q3 2026. The arrival marks a notable shift in how Tesla is thinking about network expansion, moving from hardware performance alone to engineering the logistics chain itself.
While Tesla did not reveal the exact location for the new folding Supercharger in Europe, the photo shared on X heavily suggests that this maybe somewhere in Norway. Historically, whenever Tesla rolls out an entirely new infrastructure architecture in Europe, whether it was the original Supercharger stalls years ago or these brand-new modular V4 “Folding Units”, Norway is almost always the designated launch pad because of its unmatched EV adoption rate and supportive infrastructure
The Folding Unit, introduced in March 2026, is a factory pre-assembled V4 charging station built on an industrial hinge system mounted to a heavy-duty concrete base. The entire assembly arrives on site ready to unfold and connect. Tesla confirmed the units feature telescopic light poles specifically designed for easy transportation and fast on-site deployment, a detail that signals how carefully the logistics chain has been engineered alongside the hardware itself. The design allows 33% more stalls per delivery truck, cuts installation time roughly in half, and reduces overall deployment costs by more than 20% compared to traditional installations.
Tesla’s newest “Folding V4 Superchargers” are key to its most aggressive expansion yet
Tesla also noted telescopic light poles which provide benefits over traditional Supercharger installations that require fixed-height poles that are awkward to ship, slow to position on site, and often require separate crews and equipment to erect before charging hardware can even be staged. By engineering poles that compress for transit and extend on arrival, Tesla has removed one of the quieter bottlenecks in the physical deployment process. Every hour saved on a light pole installation is an hour redirected toward getting stalls energized. At scale, across dozens of new sites per quarter, those hours add up to a meaningful acceleration in how quickly a location goes from approved permit to serving its first customer.
Each Folding Unit pairs a single V4 power cabinet with eight charging posts. The V4 cabinet delivers up to 500 kW per stall for passenger vehicles and up to 1.2 MW for the Tesla Semi, supporting twice the stalls per cabinet at three times the power density of its predecessor. Longer cables make every new station immediately usable by non-Tesla vehicles, a priority as Tesla continues opening its network to Ford, GM, Rivian, Hyundai, Stellantis, and others.
As Teslarati reported when the Folding Unit was first unveiled, Tesla’s Gigafactory New York produced its final V3 Supercharger cabinet in March 2026 after more than seven years and 15,000 units, completing a full pivot to V4 production. The European arrival of the folding design is the next chapter in that transition.
Faster and cheaper deployment means Tesla can justify building in markets and corridors that were previously too expensive to serve, filling the coverage gaps that have slowed EV adoption outside major urban centers.
First Folding Unit Superchargers in Europe 🇪🇺 https://t.co/KNfYWJukkL pic.twitter.com/YR1udIpH1i
— Tesla Charging (@TeslaCharging) June 10, 2026
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
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