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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.


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.

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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.

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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.

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.

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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!

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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Tesla App now shows you what your Supercharger will look like upon arrival

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Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

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The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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Investor's Corner

Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

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Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

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Tesla Semi lands the biggest electric truck deal in U.S. history

Tesla leads a record 2,500 truck order, but not every truck will be a Semi.

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Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.

According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.

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Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.

The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.

Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.

The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.

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