News
Tesla Cybertruck saves a life even before its deliveries begin
The Tesla Cybertruck was met by a wide range of emotions when it was unveiled last November. It was celebrated, it was mocked, it was met with anger, and it was met with enthusiasm. The all-electric pickup is not yet being delivered to customers, but even now, the vehicle continues to inspire the creativity of many. And if a story from a Tesla owner is any indication, it appears that the Cybertruck may have already saved a life.
Tesla owner u/Jeriath27 recently shared his and his family’s experience surrounding the all-electric pickup on the r/TeslaMotors subreddit. His story started about a year ago when his family took delivery of a Tesla Model 3. The EV enthusiast actually reserved a Model 3 years prior, but circumstances prevented him from going through with the purchase when the vehicle was initially released. Fortunately, the Tesla enthusiast was able to justify a Model 3 purchase last year, on account of a long commute, a new job, and the vehicle’s gas savings.
Interestingly enough, u/Jeriath27’s wife was quite skeptical about the Model 3 at first, especially as she would be the one driving it about 95% of the time. But in true Tesla fashion, the Model 3 promptly endeared itself to the EV enthusiast’s wife, to the point where she actually started doing some Uber and Lyft on the side. This was quite notable, considering that she has bad anxiety and is generally uncomfortable with strangers. Everything seemed to be in place then, but things fell apart when summer hit.
While visiting a friend in another state, u/Jeriath27’s spouse experienced a bad episode, which stemmed from deep-rooted PTSD. She ended up in a medical facility, and it took the Tesla owner fighting the court just to get her home. By this time, she was pumped with so much medicine that she was a shell of her usual self. As noted by the Tesla owner, his wife ended up having cluster seizures and vivid nightmares for months, and she fell into an extremely deep depression. She started seeing a therapist and her doctor worked to get her medicine figured out, but the healing process was very deliberate.
Then came November 21, 2019. As related by the Tesla owner, his wife had been sleeping as usual and he was just waiting for the unveiling of the Cybertruck. He was aware that the Cybertruck’s design will probably not be for everyone, and sure enough, when Elon Musk brought the massive all-electric pickup onstage, u/Jeriath27 was not really that excited. He thought the Cybertruck’s design was interesting, but it was not something that he was immediately drawn to. Nevertheless, he opted to show the Cybertruck to his wife the next day.
As it turned out, u/Jeriath27’s spouse loved the all-electric truck’s unique XY design. She spent the next few hours watching and rewatching the Cybertruck’s unveiling. Seeing how his wife was reacting to the vehicle, the Tesla owner promptly reserved a unit for themselves. He then printed the email confirmation and showed it to his wife. She was ecstatic for the first time in four months.
Interestingly enough, the family’s reservation for the all-electric pickup truck provided a small push that provided some timely motivation to u/Jeriath27’s wife. With the couple deciding that they would save up for the vehicle together, the Tesla owner’s spouse started feeling more motivated. She put up charts and motivational pictures to encourage herself, and she started providing Uber rides in the family’s Model 3 once more. She even started getting into conversations with other Tesla owners at Superchargers during road trips.
Of course, it should be noted that it’s not really healthy to have someone’s motivation tied to a single consumer product. In later comments, the Tesla owner noted that he and his wife are aware of this, and they are determined to continue therapy to help her recovery further. That being said, it’s difficult to deny that it was the presence of a strange-looking vehicle that brought the Tesla owner’s spouse out of a severe downturn. Her current enthusiasm for the Cybertruck, if any, has allowed her to open up more to her therapist, which could hopefully expedite her healing.
At the end of the day, sometimes, one just needs to have something to look forward to. Even if that something is a massive all-electric pickup.
-
Read u/Jeriath27’s full post about his family’s Tesla Cybertruck story here.
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.”
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.
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.
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.
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
