News
Tesla designs their electric vehicles from the ground up; BMW – not so much
One distinct competitive advantage often considered for Tesla is the company’s complete commitment to an electric vehicle future. Their cars don’t sacrifice anything in the design process — they’re built from the ground up to take advantage of a wholly unique electric vehicle architecture. And, according to Reuters, “Electric motors are smaller than petrol or diesel engines, so electric vehicles designed from scratch can benefit from better interior packaging which allows a bigger passenger space.”
It’s reported that, “There are two ways to make battery-driven vehicles: use a clean-sheet design like Tesla, or a traditional vehicle platform that can use all types of motor: combustion, electric or a hybrid of the two.” In contrast to Tesla, BMW’s vision for the future appears to be one that allows for an amalgam of vehicle technologies crammed into one design as opposed to committing, completely, to an electric vehicle architecture.
Above: A look back at why Tesla originally decided on a clean-sheet design approach in order to engineer an electric vehicle “from the ground up” (Youtube: Tesla)
BMW is, “betting they can mass produce new electric cars based on conventional vehicles.” Looking at their plans, “BMW is preparing to launch an all-electric version of its popular X3 off-roader by 2020, and… a new electric BMW, the i Vision Concept, [which] will use the same underpinnings as future versions of the BMW 3-Series. Electric and petrol versions will be built on the same production lines.”
According to BMW’s research and development chief Klaus Froehlich, “It is easy to build an electric car. It is difficult to earn money with it.” Reuters notes that clean-sheet design for electric vehicles does, indeed, require significant upfront investment as, “their unique design requires a dedicated production line and expensive new factories.” Therefore, BMW looks to be hedging its bets by relying on the same, antiquated production lines that pump out gas cars. And, they’re looking to pre-existing gas car architectures repurposed (and reborn) as electric cars.
On the one hand, “Froehlich said vehicle designs dedicated to only one powertrain were no longer required.” However, Carsten Breitfeld, a former electric vehicle engineer at BMW, disagrees. Breitfeld, who headed BMW’s i8 sportscar program, explains, “Trying to adapt a volume architecture to produce electric, diesel and plug-in hybrids is fundamentally flawed, because these products will be compromised.” Breitfeld points to Tesla’s clean-sheet design as the right approach: “Tesla was pathbreaking with its electric car, and that’s what everybody is seeking to develop now.”
This difference of opinion became a divisive issue, internally, at BMW. And, “Breitfeld is so convinced of this that he left his job at BMW in 2015, where he was part of a small team working on clean-sheet electric cars.” The team’s only clean-sheet EV design that made it to production was its i3. However, it turns out that BMW’s internal “i Division” team is now moving its focus away from electric cars altogether.
Does compromising EVs with gas car design characteristics epitomize a company clinging to the past? “Breitfeld sees the German carmakers’ answer to the expected surge in electric car demand – putting an electric motor in a conventional car – as a mistake. He believes it leaves the industry vulnerable to a ‘Nokia moment’: when a new player uses a transformational design to seize control of an established market, as Apple’s iPhone stole a march on Finnish mobile phone giant Nokia a decade ago.”
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Note: Article originally published on evannex.com, by Matt Pressman
*Source: Reuters
News
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
SpaceX IPO is coming, CEO Elon Musk confirms
