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How Tesla Challenges Other Car Makers
Tesla challenges other car makers to build better cars says Diarmuid O’Connell, Telsa’s vice president of business development at an industry conference.
Tesla Motor service center. (Source: Tesla Motors)
Diarmuid O’Connell, Tesla’s VP of business development, had harsh words for competitors last week at the CAR management briefing seminars in Michigan. He told the group that Tesla challenges other car makers to build better cars.
“You can split the market of EVs into two programs,” he said. “Many are compliance programs. Exceptions are Nissan, ourselves and BMW. Most are focused on minimum compliance, lowest common denominator behavior, and the vehicles reflect that. In some respect, they are appliances, in terms of the way they look.”
CARB And The EPA
His remarks come at a time when two important regulatory programs are up for review. The California Air Resources Board is taking a look at its zero emissions vehicle policies and the Environmental Protection Agency is considering changes to its CAFE standards.
Traditional car makers are trying to get both agencies to relax those standards, but O’Connell says they should stop trying to “slow walk” the rate of progress toward a emissions free future and get busy building better cars. He says his company wants California and the EPA to raise their standards, not relax them.
“From an empirical standpoint, the [regulations] are very weak, eminently achievable and the only thing missing is the will to put compelling products on the road,” he said, according to The Wall Street Journal.
This week, Mary Nichols, CARB chairwoman since 2007, announced that she isn’t satisfied with having just a few electric cars on California roads. The current standard calls for 2.7% of all cars sold in California to be electric. Nichols wants to set the bar higher. In fact, she would like it if all the cars sold in California were electric by 2030.
For its part, the automotive industry is busy telling the EPA that the current CAFE standards are too high. Any further tightening would be bad for business. “We need consumers to buy them in high volumes to meet the steep climb in fuel economy standards ahead,” the Alliance of Automobile Manufacturers, an industry lobbying group, told the conference. The implication is that higher standards will kill the automotive business, cause massive layoffs, and have a negative impact on the economy.
This is precisely the same argument the automobile industry made about safety related changes in the ’50’s, seat belts in the 60’s, exhaust emission in the 70’s, airbags in the 90’s and better crash test performance at the beginning of the 21st century. Its complaints today are just more of the same.
CAFE Olay
The furor over EPA standards is actually a tempest in a teapot. On the surface of it, the 54.5 mpg requirement by 2025 seems like a huge increase above present day performance. But in reality, that standard is based on the old EPA mileage testing protocol, which was amended several years ago because it resulted in numbers that were wildly optimistic.
When the EPA adopted a new standard designed to better reflect real world expectations, it did not apply the new standard to the computation of the 2025 goal. If it did, that 54.5 mpg number would convert to around 37 mpg — which many of today’s cars are already capable of achieving.
To suggest that car companies cannot achieve a CAFE of 37 mpg using the current EPA protocol is patently absurd. In fact, a representative of Johnson Controls, one of the largest suppliers of components to the automobile manufacturing , said last year that car makers can easily meet the new standard and, in fact, many are already doing so today with internal combustion cars.
Charging Technology
One area where other manufacturers need to step up involves recharging technology for EVs and plug-in cars. At present, the best any of those other cars can handle is 50 kW. Tesla already has Superchargers with more than double that capacity. It’s new liquid cooled charging cables indicate the company has even higher power chargers in mind for the future.
O’Connell told the conference that drivers of competitors’ cars would be welcome to use the Supercharger network if only their cars were capable of handling the higher current. Tesla made its Supercharger patents public last year, but no other manufacturer has expressed any interest in them. Instead, the industry seems content to live with 50 kW “fast chargers” that really aren’t all that fast.
The Week In Review
Tesla has had a rough week. The stock market was disappointed with what Elon Musk had to say during the 2nd quarter conference call and punished the company’s stock, which closed down nearly 9% for the week.
The real question on people’s minds is whether Tesla will bring electric cars to the masses the way the Model T put the world on wheels almost a century ago, or whether it is a company that caters only to the wealthy and will flame out the way the Concorde SST did? If you are reading this, chances are we know how you would answer that question.
Tesla has slimmed its Cybertruck offerings to offer only its most expensive trim: the Cyberbeast.
After announcing that the Cybertruck would no longer be produced and the company would wind down manufacturing sometime in the middle of 2027, Tesla started to eliminate some of the configurations offered to customers.
Tesla has stopped taking orders for the Cybertruck Premium AWD.
The Cyberbeast is now the only trim you can order, and its price went up $7,500 to $109,990.
Estimated deliveries have also slipped to March–June 2027 as the Giga Texas line heads toward its mid-2027 wind-down. https://t.co/o28epA0ZQl
— TESLARATI (@Teslarati) November 10, 2026
Now, only one remains: the $109,990 Cyberbeast. This is truly what seems like Tesla’s last effort to deter any remaining orders from coming in: eliminate the cheap trims and leave only the high-dollar vehicle within the lineup of Cybertruck options.
Those who want to take advantage of this last-ditch opportunity to own Tesla’s symbolic pickup have to pay to play.
Tesla says the reason for the wind down is truly because of Cybercab and its importance to the future.
Despite cries for Tesla to continue production of the pickup, Musk says it is too difficult to ramp a high-volume line instead of ending the truck altogether. He also says Cybercab is what will take passengers around for the “majority of all miles in any jurisdiction where it is not prohibited by law.”
@PalmerLuckey @carlhancock Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.
Obvious to anyone with eyes and a brain.
— Elon Musk (@elonmusk) November 10, 2026
Tesla is going all in on autonomy, and that’s never been a secret. But the commitment to a two-door, two-seat Cybercab truly limits people from having options for labor or hobbies. It also limits people from having their entire family in a single car.
Parents with even a single child will be required to take multiple vehicles if Cybercab is truly the only option Tesla plans to have.
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
Tesla has stated the Robovan will also be in production eventually, but it still does not seem like the most ideal vehicle to own. It seems like it is geared more toward commercial uses, but Tesla might have something in the pipeline for families.
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Tesla exec hints at a wild fix for Robotaxi’s biggest weather problem
Tesla VP Lars Moravy says focused lasers could keep robotaxi cameras clear instead of wipers.
Tesla may one day use lasers instead of wiper blades to keep its robotaxi cameras clear. Lars Moravy, Tesla’s Vice President of Vehicle Engineering, floated the idea in a new episode of Jay Leno’s Garage released Monday, where he and design chief Franz von Holzhausen walked Leno through the Model Y L.
“If you fire them in a focused area, you can clean the sheet of water and create a barrier,” Moravy said. “When you think about autonomy, it might be a good solution to only clean the area where the camera is.” He added that clearing an entire windshield would take too many lasers to be practical.
🚨 Jay Leno has released a new episode breaking down the Model Y L. You can watch it here: https://t.co/umMp85UEaB — TESLARATI (@Teslarati) November 9, 2026
The comment brings back one of Tesla’s stranger patents. The company filed for “Pulsed Laser Cleaning of Debris Accumulated on Glass Articles in Vehicles and Photovoltaic Assemblies” in May 2019, and the U.S. Patent Office granted it in September 2021. An updated divisional version was granted on March 31, 2026. The system detects debris on the glass, identifies what it is, and pulses the laser at a calibrated rate so the beam never penetrates deeper than the glass itself. The filing names windshields, side windows, camera lenses and solar panels as possible targets.
Lasers were once rumored for the Cybertruck, which appeared at its November 2019 unveiling with no wipers at all. Tesla eventually settled on a single oversized blade, and Elon Musk admitted the wiper was the part of the truck that troubled him the most. That production line is now scheduled to shut down around mid 2027 to make room for more Cybercab output.
What has changed since then is who is in the vehicle. A privately owned car has a driver who can notice a smeared windshield and do something about it. A Cybercab heading to its next pickup has nobody on board to check. Tesla has been chipping away at that problem with conventional hardware. Model Y Robotaxis in Austin were spotted with washers on their side repeater cameras in January, and a lens cleaning patent granted in May describes a fluid and wiper assembly for vehicle cameras and Optimus’ eyes. A laser would remove the fluid and the blades, both of which need regular replacement across a fleet.
The same episode gave Leno his first ride on Full Self-Driving (Supervised). The Model Y L pulled over on its own when an ambulance approached with its sirens on. “We got it on self-driving mode! I’m not touching anything,” Leno said. Moravy and von Holzhausen also explained that owners remain responsible while using FSD (Supervised), while Tesla takes responsibility for Robotaxi rides because it acts as the operator. Tesla launched the Model Y L in the U.S. in July at $61,990.
Moravy gave no timeline, and he described the laser setup as something Tesla is considering rather than a confirmed feature. The fleet it would serve keeps getting bigger, though. Tesla launched unsupervised Robotaxi service in San Antonio on Monday, its eighth city, and expanded its Austin service area to roughly 443 square miles on the same day. Several of those markets, including Houston, Miami and Tampa, see heavy seasonal rain.
Tesla launched unsupervised Robotaxi service in San Antonio, Texas, on November 9, 2026, with the first rides beginning at 5 a.m. local time.
The company’s official Robotaxi account on X posted the announcement just after midnight, sharing a map that outlines a large operational zone covering much of the city. The geofence is roughly 274 to 275 square miles, making it Tesla’s largest day-one Robotaxi service area to date.
🚨 Tesla just announced that Robotaxi is available in San Antonio, TX
First rides at 5am local time! https://t.co/azck6NlD8H
— TESLARATI (@Teslarati) November 9, 2026
The zone centers on downtown, covers nearly everything inside Loop 410, and extends north to Loop 1604 between Interstate 10 and U.S. 281, with further reach west past State Highway 151, east beyond I-35, and south toward I-37. This area encompasses about one million residents and hundreds of thousands of jobs.
San Antonio International Airport lies inside the geofence, though Tesla is not currently offering airport pickups or drop-offs. This hopefully will happen soon, as ride-sharing to and from the airport can be expensive.
The launch makes San Antonio Tesla’s eighth unsupervised Robotaxi city and its fifth in Texas, joining Austin, Houston, Dallas, and Fort Worth. Florida markets in Miami, Orlando, and Tampa are also live.
🚨 Here’s every active geofence, by size (not including the Bay Area geofence):
• Austin: 435 sq mi (first ride Jun 22, 2025) · Cybercabs live, expanded today • San Antonio: ~275 sq mi (first ride Nov 9, 2026) • Houston: 254 sq mi (Apr 18, 2026) • Fort Worth: 143 sq mi (Nov 2, 2026) • Dallas: 81 sq mi (Apr 18, 2026) • Miami: 31 sq mi (Jul 3, 2026) • Orlando: 26 sq mi (Jul 21, 2026) • Tampa: 24 sq mi (Jul 21, 2026)
— TESLARATI (@Teslarati) November 9, 2026
Service uses modified Model Y vehicles operating without a safety driver in the vehicle, consistent with recent unsupervised expansions. Cybercab two-seaters remain limited primarily to Austin for now. It’s worth noting that Dept. of Transportation officials in Texas have already ok’d the Cybercab’s operation in Austin, and one official called it “a tangible example of how quickly our transportation system is evolving.”
San Antonio was previously listed among near-term targets in Tesla’s October 2026 Robotaxi safety materials, alongside Las Vegas, Phoenix, and Jacksonville. The rapid Texas rollout follows Fort Worth’s unsupervised debut on November 2 and builds on Austin’s original launch in June 2025.
The 274-square-mile debut remains substantially larger than Waymo’s local footprint and marks continued progress in Tesla’s unsupervised autonomy efforts after starting the year with no such rides. The company has stated ambitions for broader 24/7 operations by the end of 2026 as vehicle counts and software reliability improve.
Tesla slims Cybertruck offerings to only its most expensive trim
Tesla exec hints at a wild fix for Robotaxi’s biggest weather problem
