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Tesla’s rise is unmasking Japan’s risk of being left behind
Tesla has been one of the automakers that have actually managed to thrive this year despite the pandemic. And as the electric car maker continues its rise, it is becoming pretty clear that legacy automakers who refuse to ride the transition to renewable transport risk getting left behind. This is the case even if the automaker in question is Toyota, the previous Number 1 carmaker by market cap.
Tesla only sells a fraction of the vehicles sold by Toyota every year, but the electric car maker has a market cap that is around $370 billion now. That’s roughly equivalent to the annual gross domestic product of Hong Kong, and it’s nowhere near reaching its full potential yet. TSLA bulls like Cathie Wood of ARK Invest note that Tesla’s Autopilot tech and data are pretty much ignored for now, and billionaire investor Ron Baron argues that Tesla Energy has as much potential as the company’s EV business.
Tesla is showing rapid growth across the globe, and this is no more evident than in China, a country that is currently home to the company’s first offshore Gigafactory in Shanghai. Thanks to this, as well as grassroots efforts that make Teslas widely supported by the Chinese government, the company is poised to reap benefits in the country. In Japan, however, things could not be more different. Tesla may have close ties with Japan thanks to its longtime battery partnership with Panasonic and its previous deal with Toyota, but today, the far east country’s mainstream vehicle market remains out of reach for the Silicon Valley-based maker.
Despite this, William Pesek, an award-winning Tokyo-based journalist and author of “Japanization: What the World Can Learn from Japan’s Lost Decades,” argues that Tesla’s rise across the globe further highlights how Japan’s auto market is still stuck in first gear. In an article on the Nikkei Asian Review, Pesek noted that what Japan is so far missing in the Tesla picture is the fact that Elon Musk does not sell cars. While Japan is still busy focusing on hardware, Tesla is already exploring software, allowing Elon Musk to pretty much sell than iPhone on wheels. This ensures that Tesla is capable of embracing the next generation of motoring.
“What Toyota long missed about Musk is that he is not selling cars. He is selling an iPhone with wheels. The vehicle itself is merely a medium to market the software undergirding the iTunes-like community that he is building. The data Tesla collects from users, their environs, interests, tendencies, travel habits and the range of behaviors will arguably be more valuable than the engines and high-performance batteries powering them. This enables Tesla to hone the customer experience, while discerning where the market will veer next,” Pesek wrote.
Perhaps what Japan really needs right now is to embrace the fact that sometimes, disruption is a necessary evil during times of transition. Strictly speaking, legacy automakers like Toyota should have no problem catching up to Tesla by, say 2025, due to their massive talent pool and resources. This does not seem to be case, however, as carmakers like Toyota have a tendency to focus more on legacy than innovation. Toyota has refined its car making processes through decades of refinements, and its global supply chain helps create millions of jobs. This, while noble in a way, is a weight that a company like Tesla simply does not have.
Tesla moves fast, fails fast, and innovates fast. The company’s vertical integration allows it to implement changes and improvements as soon as they are ready. Granted, automakers like Toyota could not adopt such changes overnight, but efforts must be done to increase innovation. This is something that Japanese companies are capable of doing, as seen in the continued efforts of Panasonic’s and its longtime battery partnership with Tesla in Gigafactory Nevada. Perhaps companies like Toyota, Nissan, Honda, and the other premier Japanese carmakers could do the same.
For now, it appears that Elon Musk has already won. So great is the gap in the electric vehicle market that newcomers like Lucid Motors and Rivian Automotive seem to have a better chance at catching Tesla than legacy carmakers. But amidst this threat of being permanently left behind, veterans in the auto market could also see this time as an opportunity to change and raise their electric vehicle game. If there’s anything that Tesla’s rise shows, after all, it is that renewable solutions are the new standard, and they are here to stay.
Elon Musk
Elon Musk proposes Grok 5 vs world’s best League of Legends team match
Musk’s proposal has received positive reception from professional players and Riot Games alike.
Elon Musk has proposed a high-profile gaming challenge for xAI’s upcoming Grok 5. As per Musk, it would be interesting to see if the large language model could beat the world’ best human League of Legends team with specific constraints.
Musk’s proposal has received positive reception from professional players and Riot Games alike, suggesting that the exciting exhibition match might indeed happen.
Musk outlines restrictions for Grok
In his post on X, Musk detailed constraints to keep the match competitive, including limiting Grok to human-level reaction times, human-speed clicking, and viewing the game only through a camera feed with standard 20/20 vision. The idea quickly circulated across the esports community, drawing commentary from former pros and AI researchers, as noted in a Dexerto report.
Former League pro Eugene “Pobelter” Park expressed enthusiasm, offering to help Musk’s team and noting the unique comparison to past AI-versus-human breakthroughs, such as OpenAI’s Dota 2 bots. AI researcher Oriol Vinyals, who previously reached Grandmaster rank in StarCraft, suggested testing Grok in RTS gameplay as well.
Musk welcomed the idea, even responding positively to Vinyals’ comment that it would be nice to see Optimus operate the mouse and keyboard.
Pros debate Grok’s chances, T1 and Riot show interest
Reactions weren’t universally optimistic. Former professional mid-laner Joedat “Voyboy” Esfahani argued that even with Grok’s rapid learning capabilities, League of Legends requires deep synergy, game-state interpretation, and team coordination that may be difficult for AI to master at top competitive levels. Yiliang “Doublelift” Peng was similarly skeptical, publicly stating he doubted Grok could beat T1, or even himself, and jokingly promised to shave his head if Grok managed to win.
T1, however, embraced the proposal, responding with a GIF of Faker and the message “We are ready,” signaling their willingness to participate. Riot Games itself also reacted, with co-founder Marc Merrill replying to Musk with “let’s discuss.” Needless to say, it appears that Riot Games in onboard with the idea.
Though no match has been confirmed, interest from players, teams, and Riot suggests the concept could materialize into a landmark AI-versus-human matchup, potentially becoming one of the most viewed League of Legends events in history. The fact that Grok 5 will be constrained to human limits would definitely add an interesting dimension to the matchup, as it could truly demonstrate how human-like the large language model could be like in real-time scenarios.
Tesla has passed a key milestone, and it was one that CEO Elon Musk initially mentioned more than nine years ago when he published Master Plan, Part Deux.
As per Tesla China in a post on its official Weibo account, the company’s Autopilot system has accumulated over 10 billion kilometers of real-world driving experience.
Tesla China’s subtle, but huge announcement
In its Weibo post, Tesla China announced that the company’s Autopilot system has accumulated 10 billion kilometers of driving experience. “In this respect, Tesla vehicles equipped with Autopilot technology can be considered to have the world’s most experienced and seasoned driver.”
Tesla AI’s handle on Weibo also highlighted a key advantage of the company’s self-driving system. “It will never drive under the influence of alcohol, be distracted, or be fatigued,” the team wrote. “We believe that advancements in Autopilot technology will save more lives.”
Tesla China did not clarify exactly what it meant by “Autopilot” in its Weibo post, though the company’s intense focus on FSD over the past years suggests that the term includes miles that were driven by FSD (Beta) and Full Self-Driving (Supervised). Either way, 10 billion cumulative miles of real-world data is something that few, if any, competitors could compete with.
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Elon Musk’s 10-billion-km estimate, way back in 2016
When Elon Musk published Master Plan Part Deux, he outlined his vision for the company’s autonomous driving system. At the time, Autopilot was still very new, though Musk was already envisioning how the system could get regulatory approval worldwide. He estimated that worldwide regulatory approval will probably require around 10 billion miles of real-world driving data, which was an impossible-sounding amount at the time.
“Even once the software is highly refined and far better than the average human driver, there will still be a significant time gap, varying widely by jurisdiction, before true self-driving is approved by regulators. We expect that worldwide regulatory approval will require something on the order of 6 billion miles (10 billion km). Current fleet learning is happening at just over 3 million miles (5 million km) per day,” Musk wrote.
It’s quite interesting but Tesla is indeed getting regulatory approval for FSD (Supervised) at a steady pace today, at a time when 10 billion miles of data has been achieved. The system has been active in the United States and has since been rolled out to other countries such as Australia, New Zealand, China, and, more recently, South Korea. Expectations are high that Tesla could secure FSD approval in Europe sometime next year as well.
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Elon Musk’s Boring Company reveals Prufrock TBM’s most disruptive feature
As it turns out, the tunneling startup, similar to other Elon Musk-backed ventures, is also dead serious about pursuing reusability.
The Boring Company has quietly revealed one of its tunnel boring machines’ (TBMs) most underrated feature. As it turns out, the tunneling startup, similar to other Elon Musk-backed ventures, is also dead serious about pursuing reusability.
Prufrock 5 leaves the factory
The Boring Company is arguably the quietest venture currently backed by Elon Musk, inspiring far fewer headlines than his other, more high-profile companies such as Tesla, SpaceX, and xAI. Still, the Boring Company’s mission is ambitious, as it is a company designed to solve the problem of congestion in cities.
To accomplish this, the Boring Company would need to develop tunnel boring machines that could dig incredibly quickly. To this end, the startup has designed Prufrock, an all-electric TBM that’s designed to eventually be fast enough as an everyday garden snail. Among TBMs, such a speed would be revolutionary.
The startup has taken a step towards this recently, when The Boring Company posted a photo of Prufrock-5 coming out of its Bastrop, Texas facility. “On a rainy day in Bastrop, Prufrock-5 has left the factory. Will begin tunneling by December 1. Hoping for a step function increase in speed,” the Boring Company wrote.
Prufrock’s quiet disruption
Interestingly enough, the Boring Company also mentioned a key feature of its Prufrock machines that makes them significantly more sustainable and reusable than conventional TBMs. As per a user on X, standard tunnel boring machines are often left underground at the conclusion of a project because retrieving them is usually more expensive and impractical than abandoning them in the location.
As per the Boring Company, however, this is not the case for its Prufrock machines, as they are retrieved, upgraded, and deployed again with improvements. “All Prufrocks are reused, usually with upgrades between launches. Prufrock-1 has now dug six tunnels,” the Boring Company wrote in its reply on X.
The Boring Company’s reply is quite exciting as it suggests that the TBMs from the tunneling startup could eventually be as reusable as SpaceX’s boosters. This is on brand for an Elon Musk-backed venture, of course, though the Boring Company’s disruption is a bit more underground.
Tesla is being accused of infringing robotics patents by a company called Perrone Robotics, which is based out of Charlottesville, Virginia.
The suit was filed in Alexandria, Virginia, and accuses Tesla of knowingly infringing upon five patents related to robotics systems for self-driving vehicles.
The company said its founder, Paul Perrone, developed general-purpose robotics operating systems for individual robots and automated devices.
Perrone Robotics claims that all Tesla vehicles utilizing the company’s Autopilot suite within the last six years infringe the five patents, according to a report from Reuters.
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
One patent was something the company attempted to sell to Tesla back in 2017. The five patents cover a “General Purpose Operating System for Robotics,” otherwise known as GPROS.
The GPROS suite includes extensions for autonomous vehicle controls, path planning, and sensor fusion. One key patent, U.S. 10,331,136, was explicitly offered to Tesla by Perrone back in 2017, but the company rejected it.
The suit aims to halt any further infringements and seeks unspecified damages.
This is far from the first suit Tesla has been involved in, including one from his year with Perceptive Automata LLC, which accused Tesla of infringing on AI models to interpret pedestrian/cyclist intent via cameras without licensing. Tesla appeared in court in August, but its motion to dismiss was partially denied earlier this month.
Tesla also settled a suit with Arsus LLC, which accused Autopilot’s electronic stability features of infringing on rollover prevention tech. Tesla won via an inter partes review in September.
Most of these cases involve non-practicing entities or startups asserting broad autonomous vehicle patents against Tesla’s rapid iteration.
Tesla typically counters with those inter partes reviews, claiming invalidity. Tesla has successfully defended about 70 percent of the autonomous vehicle lawsuits it has been involved in since 2020, but settlements are common to avoid discovery costs.
The case is Perrone Robotics Inc v Tesla Inc, U.S. District Court, Eastern District of Virginia, No. 25-02156. Tesla has not yet listed an attorney for the case, according to the report.
Elon Musk proposes Grok 5 vs world’s best League of Legends team match
Elon Musk’s Boring Company reveals Prufrock TBM’s most disruptive feature
