There are times when small gestures could mean the difference between a company that cares and a company that simply treats its customers as numbers on a balance sheet. Just recently, Tesla proved that it is an example of the former, with CEO Elon Musk notifying a wheelchair bound Model 3 customer that the electric car maker will be installing a power liftgate on his all electric sedan — and the upgrade will be on the house.
The story of the Model 3 customer, which was related through a letter, was shared by the Tesla China Twitter account. Writing to the company, the customer noted that the Model 3 had been his dream car since April 2016, when he placed a reservation for the all electric sedan. Unfortunately, tragedy struck in 2018 when he met an accident, resulting in a spinal injury.
After the accident, the Model 3 customer lost his ability to use his legs. Confined to a wheelchair and with his dream car seemingly out of his grasp, the EV enthusiast opted to cancel his Model 3 order. His dream to own a Tesla Model 3 seemed dashed until he returned to work and learned that his wheelchair did not fully deter him from doing his job properly.
His experience at work led him to dream of regaining his ability to drive. He firmly set a goal to apply for a C5 license in China, which is used by individuals with special needs. The Model 3 owner successfully received his C5 license in 2019, and when it was time to look for a vehicle, he immediately gravitated towards Tesla’s midsize sedan.
Unfortunately, the imported Model 3 was out of his price range then. The Tesla fan decided to get BYD Qin ProDM instead, since it was affordable and it also had a feature like Smart Summon. In the long run, though, BYD’s Smart Summon-like feature could not handle certain slopes, which proved inconvenient. And thus, the idea of revisiting the Model 3 was in order.
Fortunately, Gigafactory Shanghai had started producing the MIC Model 3 at the time, and it was available for a reasonable price. The Tesla enthusiast did not hesitate this time around. He pulled the trigger on a Long Range RWD variant of the locally made sedan. His vehicle will have basic Autopilot, which should help make driving easier. However, he opted to not order the Full Self Driving suite, at least for now, or at least until a good payment scheme is available.
With his order now on the way, the Model 3 customer asked the electric car maker if it could make features like Smart Summon standard in its vehicles in the future. Such features, after all, may seem like party tricks to the layman, but they are life changing for individuals with mobility issues. The Tesla enthusiast also asked if Tesla could install a power liftgate for the frunk and trunk of the Model 3, since closing the frunk and trunk are very difficult for wheelchair bound individuals.
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Interestingly enough, Elon Musk responded to the Model 3 customer’s request, stating that Tesla would be adding a power liftgate at no additional cost. It’s a relatively small gesture, but it shows a degree of empathy that’s quite rare among carmakers today. The upgrade will cost Tesla a bit more to produce the vehicle, after all, but it would mean a big difference for the Model 3 customer.
Elon Musk is no stranger to goodwill gestures to Tesla customers. Back in 2017, for example, Musk offered to fix the damages on a Model S for free after its owner used the vehicle to save a fellow driver on the road. During the incident, the Model S owner noticed that another driver was slumped over the steering wheel. Responding quickly, the Tesla owner used his Model S to stop the other vehicle. Once the two cars were stopped, the Tesla driver proceeded to administer first aid. The CEO lauded the actions of the driver, later stating that Tesla will be providing all repair costs free of charge.
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
