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Tesla’s date-specific releases are spelling trouble for competing car companies
Tesla continues to release the newest and most exciting features in automotive technology on what seems like a daily basis. Recently, CEO Elon Musk has dropped several exciting developments dealing with manufacturing, battery technology, or Self-Driving functionality, all pointing toward the beginning of the end of the internal combustion engine industry. With every strategically-timed feature that Tesla releases, the ICE industry suffers another hit, making the numerous manufacturers that have been around for nearly a century rethink their strategies for the future as consumers look for new technology in cars. Tesla has established itself as the leader in moving the automotive industry forward.
Just last week, Musk stated on Twitter that Tesla would be releasing a “zero-intervention” version of the FSD suite, allowing owners to have their cars drive to destinations with no real responsibilities being left on the driver.
Musk confirmed the exact date of release earlier this morning, saying that the feature will be subject to a “limited FSD beta” on October 20th. The release date is “as promised,” as last week, the CEO indicated that it would be released “in a few weeks.”
Limited FSD beta releasing on Tuesday next week, as promised. This will, at first, be limited to a small number of people who are expert & careful drivers.
— Elon Musk (@elonmusk) October 12, 2020
Tesla has been fairly accurate with its timeframes in terms of releasing new technology to owners. However, there have been a few times in the past where the company has released something a few days, weeks, or months past the announced date. Usually, delays come down to whether the feature or functionality is ready for public use. When it comes to self-driving or semi-autonomous driving features, mistakes must be minimal. Tesla has to be sure that all bases are covered before releasing even a new characteristic’s limited-version.
Without performing the proper due-diligence, Tesla could be set back for months or even years. The company must continue to use its strive for perfection to its advantage. But now, Tesla is becoming more accurate with its timeframes, which spells significant amounts of trouble for other carmakers.
When the Full Self-Driving suite was aimed at a “feature complete” release toward the end of last year, many enthusiasts knew it would be tough for Tesla to complete this task. After the goal was not met, Musk indicated that Tesla would continue to work on the FSD suite and would release new features intermittently. Tesla did just this.
One of the most relevant examples of this is the Traffic Light and Stop Sign Control feature that became available in April 2020. When initially released, it required users to confirm that an intersection was safe for navigation by confirming it through the driving stalk. In June, Tesla removed the need for driver confirmation, allowing cars to navigate through intersections without driver intervention.
Tesla has kept its word with releasing features. However, what has been missing is an accurate timeframe, which has kept owners guessing about which features will be available at what times. But, Tesla is improving with this and is becoming more deliberate with keeping up with goals.
With more predictable release dates, Tesla becomes significantly more dangerous to legacy and ICE automotive companies. Knowing exactly when features will be ready and when the public will have the opportunity to experience them is effectively Tesla digging the six-foot deep hole where ICE car companies will lie within a few years. It means Tesla is developing functionalities in a timely fashion with accuracy and confidence.
Even though the feature is not a wide-release, FSD features rarely are. They often start with Tesla employees, and then roll out to members of the company’s “Early Access Program.” After the bugs and kinks, if there are any, are modified, then the wide-release begins.
As Tesla continues to raise the bar in semi-autonomous driving, electric vehicle technology, and EV battery functionality, it is evident that soon, there will be no more advantages to driving a car that is powered by gas. While fun for some, driving is a chore for others, and FSD will give those who are forced to travel the opportunity to have cars drive themselves.
The big picture of Tesla is narrowing down specific release dates for features is that their approach is becoming more calculated, defined, and precise. All of which are a disaster for traditional car companies who are still lagging in EV development and Advanced Driver Assistance features. Tesla is pulling away, not only literally, but metaphorically, as well.
Elon Musk
SpaceX Starship just nailed something it’s never done before
SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.
Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.
Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.
Starship as seen from Starlink satellites pic.twitter.com/e2hvfmnewh
— Elon Musk (@elonmusk) July 25, 2026
Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”
Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.
What an awesome launch, really seems like everything went super well and it was all incredibly smooth.
SpaceX is awesome. Very interested to see how the market will respond on Monday pic.twitter.com/KSHmyBfV55
— TESLARATI (@Teslarati) July 25, 2026
— TESLARATI (@Teslarati) July 25, 2026
The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.
SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.
Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.
The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.
Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:
Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.
It’s our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.
Top 10 Superchargers by energy delivered: https://t.co/9YvJ8lw696 pic.twitter.com/koB3AUJHws
— Max (@MdeZegher) July 21, 2026
On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.
Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.
Tesla makes major change at Supercharger Diner amid epic demand
Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
SpaceX Starship just nailed something it’s never done before
Tesla’s Supercharger Diner probably just secured more locations
