Tesla’s potential as a future battery supplier for other automakers is being paved by the ongoing struggles of the company’s rivals today. This idea is becoming more and more feasible as more and more veteran automakers experience battery-related challenges in their respective electric car programs.
Building electric cars is no easy task. As evidenced by the issues plaguing the rollout of the mass-market Volkswagen ID.3, making good electric vehicles is not just a matter of stuffing an electric motor and batteries in an existing platform for an internal combustion car. Making EVs, especially good, high-performing ones like the Tesla Model 3, requires mastery of a different set of skills, such as software management and battery optimizations.
The latter is where a vast divide exists between Tesla and legacy automakers today. Tesla utilizes its own proprietary battery tech for its vehicles. The 2170 cells for its Model 3 sedan are even being produced at Giga Nevada, a massive factory that is poised to become one of the largest in the world by footprint once it’s completed. Veteran automakers, on the other hand, rely on suppliers such as LG Chem to supply their EVs’ batteries.
LG Chem supplies cells to several automakers, including Audi and Jaguar, whose e-tron and I-PACE both utilize the company’s batteries. Rivian, which uses 2170 cells for the R1T pickup and the R1S SUV, source their cells from the South Korean firm as well. More recently, even startup Lucid Motors, which is reportedly on the cusp of releasing its first vehicle, the Air, also announced that it would be sourcing cells from LG Chem. This is great for LG Chem, as it validates the quality and capabilities of its batteries, but it also does not bode well for all the companies looking to acquire adequate battery supply for their electric cars.
As it is, LG Chem appears to be having difficulties meeting the demand for its vehicles already. Shortages of cells from the battery manufacturer have reportedly become the cause for the recent halts in the Audi e-tron and the Jaguar I-PACE’s production. And this is just with premium-priced, mid-volume SUVs. When high-volume vehicles enter the market, such as the Volkswagen ID.3 (which also gets some of its cells from LG Chem), the South Korean firm will likely find it even more challenging to supply batteries to all its clients.
This supply issue could become a serious challenge to the electric car revolution. With this in mind, and with even more electric cars coming in the next few years, a need for another battery supplier emerges. This is where Tesla comes in. Tesla has been expanding its business to not just focus on building electric cars, as evidenced by the company’s energy and battery storage initiatives. Considering Tesla’s experience in building EVs, as well as the industry-leading quality of its batteries, the company may very well be poised to become one of the leading suppliers of cells for other electric car makers.
Interestingly enough, CEO Elon Musk has mentioned the possibility of Tesla serving as a supplier of batteries and powertrains to other automakers in the past. This was explained by Musk himself during the Q3 2019 earnings call. “It would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it’s something we’re open to. We’re definitely open to supplying batteries and powertrains and perhaps other things to other car companies,” he said.
Fiat-Chrysler CEO Steve Manley also suggested the idea during a Q&A session. Speaking about the company’s electric vehicle strategy, Manley mentioned that Fiat-Chrysler would likely be purchasing key electric car components from the Silicon Valley-based company. “It would be wrong of me to say no,” Manley said, adding that batteries and drivetrains will likely be among the parts that FCA will be purchasing from Tesla. The CEO also expressed the possibility of FCA acquiring a “skateboard” platform from Tesla, which it would use for its own vehicles.
Tesla is at a point where its lead in the electric car space is undeniable. The company is also at a point where its manufacturing systems are more refined than before. Tesla may thus be reaching a stage where it is large and robust enough to support other automakers that are also adopting electric cars. As veteran carmakers transition into EVs, those who can secure battery supply from Tesla will likely be the ones that will survive what could very well be a painful and costly move towards sustainability.
Lifestyle
Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley
Selling Sunset’s Jason Oppenheim swapped his Bentley for a Tesla and promised ten for employees.
Jason Oppenheim, the luxury real estate broker best known as the star of Netflix’s Selling Sunset, has parked his Bentley for good and moved into a Tesla Model Y, and he says Full Self-Driving (Supervised) is the reason.
Oppenheim, who founded The Oppenheim Group, the Los Angeles brokerage at the center of the show, posted a video to X on Saturday evening that he called “the most important video I’ve ever posted.” In it, he rides from Newport Beach to his firm’s Los Angeles office, a trip he put at roughly an hour and 15 minutes, while FSD handles the drive and parks the car without him touching the wheel or the accelerator. He said he handed the Bentley to his father because he no longer has any use for it.
Tesla shared the clip from its main account on X about two hours later, pulling out the quote that has since spread well beyond the Tesla community:
“[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver. There’s nothing more important than the safety of you and your loved ones.”
Oppenheim was candid about why the safety pitch landed with him. He admitted in the video that he is a distracted driver who answers emails and texts behind the wheel, and framed the employee purchases as a way to keep his team off their phones while driving. Elon Musk posted “Tesla FSD feels like magic” less than half an hour after the video went live.
The endorsement lands at a convenient moment for Tesla. The company delivered 486,532 vehicles in Q3, beating Wall Street’s estimates and marking its best quarter ever without the $7,500 federal EV tax credit.
A public service announcement. https://t.co/NYa1IpKwBX
— Jason Oppenheim (@OppenheimJason) October 4, 2026
Tesla FSD has been subscription only in the U.S. since February at $99 per month, and Tesla said in its Q2 update that active subscriptions hit 1.48 million, up 56 percent year over year, with more than 55 percent of new North American deliveries leaving with FSD attached. That attach rate is the figure Ron Baron cited last month when he told CNBC “the time to buy the stock is now.” At current pricing, Oppenheim’s 10 employee cars alone would add $990 a month, or about $11,880 a year, in FSD revenue.
Tesla AI head Ashok Elluswamy said in July that FSD had logged more than 12 billion miles while going roughly twice as far between collisions as manual driving. FSD also remains a supervised system, so Oppenheim and his employees are still required to watch the road, even as Tesla rolls out v14.3.10 with Automatic Collision Evasion, which can steer or brake on its own to avoid a frontal crash.
Elon Musk
Elon Musk follows Trump’s lead, says a SpaceX name change is coming
Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.
Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.
In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”
The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”
Elon Musk and Trump are closer than ever, and Tesla could be the big winner
SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.
Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.
The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.
It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”
The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.
Starlink is launching a new beta path for ordinary property owners and local operators to turn a single Starlink kit into a small shared-access business for passive income.
Under the Starlink for Communities program, a host installs one dish and router setup in a location with nearby demand: an apartment complex, campground, rural crossroads, or event site. Neighbors or local users can buy short-term passes rather than full individual subscriptions, giving the Starlink provider a potential path to passive income.
Hour, day, and week passes cover one device. A month pass covers up to four. Starlink handles account creation, payments, access controls, and the satellite link itself. The host’s role is mainly placement, power, and basic upkeep, with earnings tied to each paid connection.
Big news! SpaceX is introducing a new @Starlink for Communities program that lets you earn money by providing Starlink internet to your neighbors or people nearby, who can pay for access by the hour, day, week, or month.
Neighbors pay for the access they need, while the person… pic.twitter.com/DtOUs0Ekvt
— Sawyer Merritt (@SawyerMerritt) October 1, 2026
The model echoes the passive-income vision long attached to Tesla’s Robotaxi plans, and it seems like it’s something Musk has hinted toward in the past as he believes AI will make the need to work relatively optional. In both cases, the platform owns the hard parts of matching, billing, and network management, while an individual supplies a physical asset that sits idle much of the time.
A Starlink host’s dish can serve multiple nearby users without each household buying and installing its own terminal. A Tesla owner, under the stated Robotaxi concept, would leave a vehicle enrolled in the fleet during unused hours so the car generates rides while the owner is at work or asleep.
Both arrangements convert under-utilized hardware into a revenue stream. They also let the company scale coverage or capacity without owning every endpoint.
Differences are practical. A Starlink kit is a fixed, relatively low-cost terminal whose main constraint is local congestion and line-of-sight. A Tesla Robotaxi is a mobile, high-value vehicle whose earnings depend on demand density, utilization rates, insurance, cleaning, and charging.
Starlink’s program is already accepting host applications in multiple countries and describes the revenue split as ongoing. Tesla’s owner-network version remains more aspirational.
The company currently operates a limited company-controlled robotaxi service in select areas and has solicited interest from fleet buyers for Cybercab vehicles, while private Full Self-Driving owners have not yet been able to dispatch their own cars for paid rides at scale.
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Starlink is a satellite broadband service operated by SpaceX that uses a constellation of low-Earth-orbit satellites to deliver internet to locations where terrestrial broadband is slow, expensive, or absent. It has grown to millions of subscribers worldwide by selling direct residential, mobile, and enterprise terminals, and have become widely available at a wide array at retail locations like Target and Best Buy.
The Communities program extends that reach by letting hosts resell short bursts of capacity to people nearby, while also providing high-speed internet access to those who are simply around a Starlink user.
Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley
Elon Musk follows Trump’s lead, says a SpaceX name change is coming
