Lifestyle
Tesla’s biggest competition lies within itself
Tesla’s biggest competition is remarkably similar to the biggest competitors in our day-to-day lives: ourselves. In a way, this seems strange considering we wake up every morning and battle things like motivation, drive, determination, and ailments that can derail us from our goals. A car company has to battle things like product development, economic turmoil, parts shortages (like we saw this week in Fremont), and demand, among several other things. But ultimately, Tesla’s biggest competition in the future is itself because the company’s ability to expand the idea of the EV market is something that will be tough to keep up with, especially when frontman Elon Musk calls it quits.
Yet, headlines of mainstream media and others still suggest Tesla’s biggest competition lies within the hands of another automaker. For the last few years, we’ve all heard it: “This is a Tesla killer,” or “Tesla is doomed.” Here we are, in 2021, still with Tesla sitting atop the EV leaderboard with a considerable distance between gold and silver. In reality, Tesla really has to battle itself to keep growing, and here’s why.
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Tesla has no shortage of innovation. Let’s think about it for a second: a car company with almost no money 13 years ago still ended up creating one car, then another off of the profits of that, and now it is the most valuable car company in the world. It managed to turn the automotive industry’s focus to EVs instead of how the sector could make gas cars better. It turned the widely-successful automakers of the past century into the lost and unguided entities who are struggling to keep up. Lastly, it showed that, while business is serious, it’s not necessarily life or death. Make a good product that people believe in, and people will follow.
Every day when I wake up, one of the first things I do in the morning is go to Google and see what headlines are trending for Tesla. Every morning, at least one suggests that Tesla has met its match, and it is never a surprise to see that it is some legacy automaker who has claimed to have figured out all of the issues that have plagued them for years in terms of their EV development. For Volkswagen, it’s software. For Ford, it is product availability and a plan, and for GM, it’s just getting the ball rolling and expanding past the Chevy Bolt.
Even when those companies say they’ve figured it out, it is funny how in a span of days or weeks, there ends up being some unexpected bottleneck that ruins their chances of “catching up” to Tesla. It’s not going to happen, at least not anytime soon. These car companies have proven for months and years on end that they are all talk and little to no action. The EV industry ultimately lies within the hands of Tesla and other all-electric automakers once they begin production. Rivian and Lucid are sure to make some noise once their vehicles come out, which have already attracted a pretty loyal following. Tesla fans may not want to hear it, and I get it, but the EV movement isn’t going to be sprung forward by brands like VW and Ford, at least not anytime in the near future.
Tesla’s biggest challenger in the coming years will be itself. It will need to keep developing new and exciting products, like the $25,000 EV that will come in a few years. It will need to develop products that it has announced but haven’t been released yet, like the Cybertruck and the Roadster, and it will need to continue improving upon the already unbelievable foundation that it has built by improving its cars even further through OTA updates. Things like range and performance will get better with time, but it’s not to say that Tesla hasn’t already proven itself a worthy competitor in both of those categories. It is obviously the leader in them. However, technology will continue to develop, especially at the pace Tesla is moving, meaning things are only going to get better down the road.
There isn’t any reason to believe that Tesla will be dethroned by any company within the next 5-10 years. Why? Because nobody has proven that they have the capability to do so, at least in my opinion. While I am supportive of other car companies, there is no denying that Tesla is in first place and it doesn’t seem like any company is going to take that from them at any point within the near future. Until companies like VW and Ford put a sole focus on EVs, they will not make up any ground on Tesla. And until companies like Rivian and Lucid come out and produce cars that prove to be wanted by car buyers, then things will lie in Tesla’s hands for the foreseeable future.
We have learned that it isn’t always about making some fancy new car with a million bells and whistles. Make a product people believe in, make it fun, and make the company about a mission people want to believe in, and the rest will take care of itself.
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Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.
SpaceX turned a heralding moment for Starship into its greatest moment
Tesla Cybercab fleet doubles to well over 100 units
