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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.
Elon Musk
Tesla doubles down on Robotaxi launch date, putting a big bet on its timeline
Tesla continues to double down on its June goal to launch the Robotaxi ride-hailing platform.
Tesla has doubled down on its potential launch date for the Robotaxi ride-hailing platform, which will utilize the Cybercab and other vehicles in its lineup to offer driverless rides in Austin, Texas.
Tesla said earlier this year that it was in talks with the City of Austin to launch its first Robotaxi rides, and it planned to launch the platform in June.
This has been a widely discussed timeline in the community, with some confident in the company’s ability to offer it based on the progress of the Full Self-Driving suite.
However, others are skeptical of it based on Tesla’s history of meeting timelines, especially regarding its rollout of FSD.
Nevertheless, Tesla was asked when it would be able to offer Robotaxi rides and where, and it clearly is not backing down from that June date:
In Austin, 🔜
— Tesla (@Tesla) April 18, 2025
It is getting to a point where Tesla is showing incredible confidence regarding the rollout of the Robotaxi in June. We have not seen this kind of reiteration regarding the rollout of something regarding autonomy from Tesla at any point in the past.
CEO Elon Musk has even been increasingly confident that Tesla will meet its target. Earlier this week, he said the vehicles will be able to roll off production lines and drive themselves straight to a customer’s house:
Elon Musk continues to push optimistic goal for Tesla Full Self-Driving
There could be some discussion of an acceptable grace period, as the timeline for the Robotaxi rollout could still be considered a success, even if it were a month or two late. However, if it were pushed back further into 2025 or even 2026, skepticism regarding these timelines would continue to persist.
As of right now, it seems Tesla is extremely confident it will meet its goal.
Among the several companies that have had the opportunity to add Tesla Semi all-electric Class 8 trucks to their fleets earlier than others, the most notable is arguably Frito-Lay, which has utilized the vehicle for a couple of years now.
However, as their fleet is making more local runs and there are undoubtedly plans to expand to more Semi units, the company has recognized it needs additional Megachargers to give juice to their trucks.
As a result, Frit-Lay decided to build more chargers at their Bakersfield, California facility, according to new permits filed by Tesla:
🚨 Frito-Lay is building an 8-stall Megacharger array at its factory in Bakersfield, California https://t.co/qARfJjogXF pic.twitter.com/gvorIVxsoc
— TESLARATI (@Teslarati) April 18, 2025
There are already chargers at the company’s Modesto, California, factory, but Bakersfield is roughly three hours south of Modesto.
Interestingly, Tesla is calling the chargers “Semi Chargers” in the filing, potentially hinting that it is no longer referring to them as “Megachargers,” as they have been in the past. This is a relatively minor detail, but it is worth taking note of.
In 2022, Frito-Lay began installing these chargers in preparation for the Semi to become one of the company’s main logistics tools for deliveries in California and surrounding states.
Frito-Lay is not the only company that has chosen to utilize the Tesla Semi for these early “pilot” runs. PepsiCo has also been a company that has used the Semi very publicly over the past two years.
Additionally, the Tesla Semi participated in the Run on Less EV trucking study back in late 2023, where it managed to complete a 1,000-mile run in a single day:
Tesla Semi logs 1,000-mile day in Run on Less EV trucking study
Tesla is planning to ramp production of the Semi late this year. On the Q4 2024 Earnings Call, VP of Vehicle Engineering Lars Moravy said the company would be focusing on the first builds of the Semi’s high-volume design late this year before ramping production in the early portion of 2026:
“We just closed out the Semi factory roof and walls last week in Reno, a schedule which is great with the weather. In Reno, you never know what’s going to happen. But we’re prepping for mechanical installation of all the equipment in the coming months. The first builds of the high-volume Semi design will come late this year in 2025 and begin ramping early in 2026.”
Tesla will build these units at a new Semi production facility located in Reno near its Gigafactory. The company is getting closer to finishing construction, as a drone video from this morning showed the facility is coming along at a good pace:
🚨Tesla Semi factory progress update: pic.twitter.com/dlzIjKwfT3
— TESLARATI (@Teslarati) April 18, 2025
News
Tesla Cybercab no longer using chase vehicles in Giga Texas
Elon Musk expects Tesla to produce about 2 million Cybercab units per year.
The Tesla Cybercab is the company’s first vehicle that is designed solely for autonomous driving. And while the spacious two-seater is expected to start volume production in 2026, the vehicle’s development seems to be moving at a steady pace.
This was hinted at in recent images taken by a longtime Tesla watcher at the Giga Texas complex.
Tesla Cybercab Production
The Cybercab will likely be Tesla’s highest volume vehicle, with CEO Elon Musk stating during the company’s Q1 2025 All-Hands meeting that the robotaxi’s production line will resemble a high-speed consumer electronics line. Part of this is due to Tesla’s unboxed process, which should make the Cybercab easy to produce.
Elon Musk expects Tesla to produce about 2 million Cybercabs per year. And while the vehicle is expected to see volume production at Giga Texas next year, the CEO noted that the vehicle will be manufactured in more than one facility when it is fully ramped.
No More Chase Cars
While the Cybercab is not yet being produced, Tesla is evidently busy testing the vehicle’s fully autonomous driving system. This could be hinted at by the Cybercabs that have been spotted around the Giga Texas complex over the past months. Following last year’s We, Robot event, drone operators such as longtime Tesla watcher Joe Tegtmeyer have spotted Cybercabs being tested around the Giga Texas complex.
At the time, videos from Giga Texas showed that the driverless Cybercabs were always accompanied by a manually driven Model 3 validation chase car. This was understandable considering that the Giga Texas complex features pedestrians, other cars, and construction areas. As per the drone operator in a recent post on social media platform X, however, Tesla seems to have stopped using chase cars for its Cybercab tests a few weeks ago.
Aggressive Tints
The reasons behind this alleged update are up for speculation, though it would not be surprising if the Cybercab’s autonomous driving system could now safely navigate the Gigafactory Texas complex on its own. Interestingly enough, the Cybercabs that were recently photographed by the drone operator featured very aggressive tint, making it almost impossible to make out the interior of the robotaxi.
This is quite interesting as other Cybercabs that have been spotted around Giga Texas were only equipped with semi-dark tints. One such vehicle that was spotted in February was even speculated to be fitted with an apparent steering wheel.
Tesla doubles down on Robotaxi launch date, putting a big bet on its timeline
Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory
Tesla Cybercab no longer using chase vehicles in Giga Texas
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