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Tesla Cybertruck’s updated origami-style windshield and dash teased in patent
Elon Musk has mentioned that the Tesla Cybertruck’s production version would be extremely similar to the all-electric pickup truck’s controversial prototype from 2019. While this may largely be the case, Musk has hinted at some new features that would be included in the production Cybertruck. Apart from updated door handles and rear-wheel steering capabilities, for example, Musk also hinted at “other great things” coming for the vehicle.
A recently published patent application from Tesla has now hinted at a couple more updates that may be coming to the Cybertruck, at least on the design front. The patent, titled “Automotive Glass Structure Having Feature Lines and Related Method of Manufacture,” describes a way to form extremely durable glass structures with aggressive curves and folds. Using such a technique, Tesla stated that it could create components like windshields with very aggressive feature lines that would otherwise not be possible with conventional glass-forming methods.
The patent application’s illustrations showcased how the system would be used in a vehicle such as the Cybertruck. One of the images in the patent featured the far left and right side of the Cybertruck’s windshield having aggressive feature lines that make the all-electric pickup truck even more futuristic and CGI-esque. This is quite different from the windshield used on the prototype Cybertruck, which seemed completely flat.
“The first glass structure 602A may represent a windshield positioned on the vehicle and formed according to the techniques described herein. In some embodiments, the first glass structure 602A may be multi-layer… Thus, the first glass structure 602 A may have feature lines (e.g., facets) 606A-606B. As an example, these feature lines 600A-600B may have radii of curvatures of between 2 mm and 5 cm. In some embodiments, the feature lines 600A-600B may represent an angle of between 45-60 degrees, or 50-75 degrees, and so on.”
Tesla’s unique glass patent application is not limited to the exterior of vehicles. Still using the Cybertruck as an example, Tesla highlighted that its glass-forming patent could also be used to create the all-electric pickup truck’s dashboard, which was made of recycled paper composite materials in the prototype. Tesla’s patent application showed that the Cybertruck’s dashboard could be made of glass instead, giving the vehicle an aesthetically pleasing interior accent. A film layer used with the folded glass would provide the dashboard with additional durability, ensuring that the component does not shatter during impacts.
“Figure 7 illustrates an example of an interior 700 of a vehicle, such as the vehicle 600 described above. The interior 700 includes a glass dash 702 with a feature line 704. As described above, the feature line 704 may have a radius of curvature of between 2mm and 5cm. In some embodiments, the feature line 704 may represent an angle of between 45-60 degrees, or 50-75 degrees, and so on.
“The glass dash 702 may be formed according to the techniques described above. For example, the glass dash 702 may be formed as described in Figure 2. Thus, a single layer of glass may be used and locally heated to form the feature line 704. In some embodiments, a film or layer may be positioned below the glass dash 702. For example, the film or layer may be used to present a visual design and/or may be used to ensure the glass does not shatter (e.g., a safety or security film).”
The Cybertruck’s design has already been finalized, and it remains to be seen if the folded glass components outlined in the patent application would actually make it to the all-electric pickup truck’s production version. Tesla watchers would likely not need to wait for long, however, as the company has noted that the Cybertruck should enter its beta stage by the end of the year, with production starting at Giga Texas next year.
Tesla’s new patent application could be accessed below.
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WO2021158808-PAMPH-20210812-5162 by Simon Alvarez on Scribd
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
