News
Elon Musk is redefining the ‘ICE age,’ turning combustion engine cars into museum relics
Tesla might be bringing in a new definition for the term “Ice Age.” Instead of “a long period of reduction in the temperature of the Earth’s surface and atmosphere, resulting in the presence or expansion of continental and polar ice sheets and alpine glaciers,” Tesla’s Ice Age has to do with the disappearance of ICE, meaning Internal Combustion Engines. A relatively small percentage of the world’s vehicles are powered by battery cells, with the overwhelming majority of passenger modes of transportation being fueled by gasoline or diesel. However, Tesla is turning the tide by offering enhanced battery cell technology and making their cars more appealing than their gas counterparts.
Simply put, the development of Tesla’s battery-powered cars are bringing in a new era of transportation. Soon enough, gas cars will be the minority, and Teslas, along with other electric vehicles, will be the most popular cars on the road. How this will happen for the next twenty to thirty years comes down to the development of electric vehicles and the process of making them better than their adversary. Without a doubt, Tesla and Elon Musk are leading the charge.
Interestingly, Musk’s development of affordable electric transport is strikingly similar to Henry Ford’s development of the Model T. In 1908, Ford produced the first Model T, a step toward making cars a more mainstream and widely-affordable type of transportation for everyday people. While the rich and wealthy had been riding around in cars since the 1880s, Ford knew that the way cars were made had to be streamlined and that people would eventually need something affordable.
One hundred years after Ford produced the first Model T, Tesla was releasing the first Roadster. An expensive, but functional and revolutionary machine, the Roadster was really the first electric car that could be taken seriously. It had performance, range, and a car company that was only focusing on EVs had built it, so consumers knew it was the specialty of the company, not just some interesting side project.
The similarities between the two situations are resemblant to each other because both Musk and Ford knew that: 1) Transportation had to be revolutionized, and 2) Cars needed to be affordable.
Before the first cars were being built, people were primarily traveling by horse and buggy, by water, or by passenger trains. A combustion engine was the next best thing at the time because Ford knew how to make it affordable for the average person. It also gave people the freedom to travel where they wanted, and the time they desired instead of being packed into train cabins like a pack of sardines.
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Musk’s situation is that, while cars were already functional and nearly everybody had one, the industry needed to be revolutionized once again. Gas cars dominated the market because there was really no other option, but Musk saw a better way.
While the 2008 Roadster certainly wasn’t a perfect fit into everyone’s financial plan, it gave Tesla a headstart in the EV sector. Tesla was forced to work out the kinks that other car companies are experiencing now early on in its existence. The car’s hefty price tag definitely wasn’t for everyone. Still, it allowed Tesla to round up additional cash for its future projects, which included more affordable models and ramped production lines.
It is pretty rare that anyone sees a Model T on the road. Apart from if you’re in Los Angeles and you happen to see Jay Leno strolling around in his, or if you’re at Hershey Park riding on the Sunoco “Fast Lane” ride, you’re more than likely not going to see one puttering around. The fact that many people have never seen a Model T in real life is a sneak preview of what is to come in the automotive industry over the next 50 to 100 years: a disappearance of gas-powered cars. In their place, electric vehicles will roam the streets, free of noise and fossil fuel-driven pollution.
While the combustion engine was improved over time to increase efficiency and performance, the same thing needed to be done with batteries. Tesla’s Battery Day event on Tuesday brought to light how the electric automaker plans to deal with this roadblock. The company’s cars need to continue to improve. Efficiency needs to get better, longevity, performance, you name it. Tesla unveiled a new battery cell during the event that will effectively usher in the beginning of the new ICE Age.
Tesla debuts new 4680 battery cell: 500% more energy, 6X power, range increase
With the developments, gas-powered engines are beginning to appear pointless. When the cost of battery cell manufacturing goes down, people will be forced to reconsider what they’re driving now, especially if it is a gas-powered vehicle. While EVs are already appealing because of their low maintenance requirements, they will also be the same price as gas cars within the next 3-5 years, which is really the biggest factor in why consumers buy cars, to begin with.
Just like a tube television, in a few decades, the young children will point at cars with tailpipes and say, “Mommy, what’s that Tesla with a pipe coming out of the back of it?” The Mother will answer, “Oh honey, that’s a gas car. They’ve been extinct for nearly 20 years.” This conversation will happen while both begin to breathe significantly cleaner air, and the average global temperature will be reduced. Not to mention, the quick back and forth will also occur at an Automotive History Museum, because gas cars will be so rare, that will be the only place most will see them.
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News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
NHTSA just escalated its Tesla Cybercab investigation in a big way
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
