The Tesla community is one of the more polarizing groups that exists in the world of cars. It appears that it is almost 50/50 in terms of whether supporters of Tesla are willing to lend their support to other manufacturers. Some aren’t willing to hear other companies out.
While there isn’t an overwhelming push in one way or another, one thing is for certain: Tesla supporters love Tesla. But whether they’re willing to commend another automaker for developments that they may have made or cars they plan to build is a different story.
For years, Tesla was always considered a car company that didn’t have much potential. It didn’t have much money. It didn’t have many proven automotive industry veterans behind the engineering or supply chain of their cars, and it was trying to convince people that gas was inferior to electric. In 2008, this wasn’t a simple task. It was closer to impossible at the time.
Only a few people could afford Tesla’s Roadster, which was all apart of the plan so the company could pile up some funding for future projects. But on top of that, even if it was affordable, would people have bought it? Who knows.
This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
But after Tesla started manufacturing the Model S, people began to really listen. People had invested their money into the company’s IPO just two years earlier, and the Model S was the sleek, fast, and pretty car that everyone wanted. But it was still an uphill climb. After the Model X came out, it wasn’t much of a difference; it was just the SUV version of an electric car. But the Model 3 came around and convinced many people around the world that Tesla was for real. It had built a car that people could afford. It had great range, it had performance. Most of all, Tesla proved that it could mass-produce a vehicle, even if it was hell.
Slowly but surely, the doubters switched sides. They realized they had been all wrong about Tesla, but the early investors and the people who have believed in the company since the beginning weren’t having it. Who could blame them?
They had believed in Tesla from the start. They were the ones who knew that Elon Musk could lead the company to a new era, and they were right. Now that others are coming on board, there is a spot in that where many of us can feel a bit of sympathy for them. If you weren’t with us then, don’t be with us now. Hints of a bandwagon feel come to mind when explaining this situation. It’s almost reminiscent of how I see a lot of Chiefs hats and jackets at the store now. I don’t for a second believe there are this many Kansas City fans in York County, PA.
I don’t necessarily disagree with what the Tesla loyal fans are doing. They have believed in Tesla since day 1, and now that it’s the most valuable car company in the world and is successful, many people are on board, and that can be not very pleasant.
However, more fans means more sales, which means the stock price goes up. It means there are more EVs on the road instead of gas cars, and it means Tesla’s mission is coming true. While the fandom is something that can be chalked up to a “bandwagon feel,” maybe some people just wanted proof that Tesla was for real, and I can understand that too.
Tesla’s Day 1’s also have had to deal with other car companies casting stones in Tesla’s direction for years. GM, Ford, all of these companies didn’t care about making EVs. They would roll out one or two models, some of them never even making it to production lines. Then they would say Tesla’s business model was ridiculous or unsustainable. Now, they’re drawing inspiration from that “unsustainable” company. Interesting how that works, isn’t it?
Now that other car companies are all about the electric mission, they’re claiming their car is the “Tesla Killer” (a term I have come to hate in my time as an automotive journalist). They’re claiming their batteries will be better, and their cars will be cheaper. Blah blah blah, we’ve all heard it before. The problem is these companies continue to talk the talk but not walk the walk. They’re always saying how they will be the next big thing, but it rarely comes to fruition considering car companies constantly delay releases or do away with projects completely.
On the other hand, Elon has always been an open supporter of more car companies making more EVs. It all contributes, and I don’t think he’s ever taken any criticism very personally; I would imagine he’s used it as motivation based on the way things have turned out. I personally commend him for always taking the high road and never being petty or ugly toward a car company that hasn’t supported him. I think it only added fuel to the fire for him and made him want to accomplish the Master Plan that much more.
But if we all love Elon and support him and are thankful for what he’s done for the EV community, should we take his guidance and support other car companies for what they’re trying to do? Is it just a lost cause? What do you make of other car companies trying to release effective modes of electric transport?
Personally, I support any EV. I will never say that any EV is better than Tesla’s because I truly believe they are the best EVs out there. I think there are always things to work on, but if you want something that will be dependable and deliver great range, Tesla is the best option currently.
I do like other car companies, too. Rivian and Lucid are both showing tremendous potential, and I think they have a great chance to be right there in a few years. Volkswagen will always have a little place in my heart since the first car I ever had was a 1998 Jetta K2, but I think they have a lot of work to do. It will get done, I’m sure, but if I am going to support an EV company that once produced ICE, it will be VW.
I would love to hear what your thoughts are on this. I want to know if you support other car companies that are producing EVs, or are you Tesla-loyal? Let’s keep it respectful as always. Please do not openly attack any company or attack anyone else’s beliefs. Try and be as respectful as you can and consider everyone’s opinions.
A big thanks to our long-time supporters and new subscribers! Thank you.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
NHTSA just escalated its Tesla Cybercab investigation in a big way
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
