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Tesla’s “Competition”: Why do you or don’t you support them?

(Credit: GMC, Tesla, Rivian)

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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.

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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.

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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.

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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.

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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!

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Lifestyle

Tesla app update makes Robotaxi ownership make a lot more sense

Tesla’s app now shows a live indicator when your car is actively driving itself.

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A recent Tesla app update, released last week  (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.

The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.

The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.

Tesla expands Robotaxi to Florida, marking its third state for autonomy

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As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.

As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.

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California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid

California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla

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California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.

The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.

California hits Tesla Cybercab and Robotaxi driverless cars with new law

Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.

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California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.

The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.

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Elon Musk

SpaceX’s newest logo confirms everything about what it’s become

SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.

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SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.

A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.


The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.

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xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.

SpaceXAI just launched into your kitchen with their new app

What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.

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