**UPDATED with a comment from Standard Fleet CEO and founder David Hodge.
Tesla appears to have quietly rolled out its support for official third-party applications. The first third-party app is Standard Fleet, a fleet management platform that’s currently being used by a number of Tesla ride-sharing and EV-sharing companies across the globe.
Standard Fleet is the brainchild of Apple veteran and longtime Tesla owner David Hodge. Launched last year, the platform seeks to provide online and mobile tools to ensure that electric vehicle fleets are managed in an efficient and profitable manner. A key advantage offered by Standard Fleet lies in the fact that it’s software-based, so fleet owners are not required to purchase any cumbersome third-party devices just to monitor and manage their fleet.
Since its launch, Standard Fleet has received support from a number of notable Tesla-related businesses. These include Revel in New York, which operates a fleet of Model Y crossovers for ride-sharing, as well as MisterGreen Electric Lease, which manages over 5,000 Teslas in Europe. Arizona-based EV Access, whose fleet is nearing the 1,000-unit mark, has also noted that it uses Standard Fleet for its business.
Tesla Access
As observed by Teslarati, Standard Fleet’s login page now shows a button that allows users to connect to the fleet management platform’s online dashboard using a Tesla Single Sign-On (SSO) system. Clicking “Sign in with Tesla” directs users to Tesla’s authorization page, where they can grant Standard Fleet access to their Tesla profile information, vehicle location, data, and commands. Once users grant the necessary permissions, they will be directed to Standard Fleet’s dashboard, where they can manage their Tesla fleet.
Users that provide Standard Fleet with the necessary permissions to access their vehicle data could be assured, as the EV management platform notes that Tesla users could revoke access to their accounts at any time at Tesla.com. Standard Fleet also notes that it connects to Tesla through OAuth, so the company only receives an “access token” from the EV maker. This means that Standard Fleet does not access users’ Tesla passwords at all.
While Tesla is yet to formally announce its support for Standard Fleet as an official third-party app as of writing, the Tesla login buttons on the EV management platform’s webpage and mobile app seem confirmation enough. The fact that Standard Fleet is also listed in Tesla’s “Third Party Apps” menu is just icing on the cake.
Electric Fleets
Standard Fleet’s support as Tesla’s first third-party app seems to be coming at the right time. As noted by Standard Fleet founder David Hodge, it’s only a matter of time before most vehicle fleets become electric. EVs just make sense for fleets, as they are easy to track, maintain, and support. With this in mind, having Tesla’s first third-party app be a fleet management system makes sense, as it suggests that the company is determined to support customers that operate businesses using its electric cars.
The Model Y is already an excellent fleet vehicle, with its stellar performance, ample range, and space. The Cybertruck, at least when Tesla ramps its production and stabilizes its cost, would likely be an equally good or even better fleet vehicle. There is definitely some demand, after all, for a reasonably-priced rugged vehicle that requires minimal maintenance and is easy to track. Future electric cars like the Robovan and the affordable Tesla that will be produced at Gigafactory Mexico would likely be excellent fleet units as well.
Standard Fleet founder and CEO David Hodge issued a brief comment about the EV management platform being a third-party application for Tesla. “Teslas are fantastic fleet vehicles. We have nearly 100,000 EVS connected and are thrilled to make this step to improve how we can support our innovative EV Fleet customers,” Hodge said in a comment to Teslarati.
Tesla App Store
The arrival of Standard Fleet as Tesla’s first third-party bodes well for a dedicated App Store for the company’s electric cars. Teslas, after all, are akin to advanced computers on wheels. They already function quite a lot like modern smartphones in the way that they improve and change through over-the-air software updates. An App Store for the company then makes sense as a next step for Tesla.
Tesla CEO Elon Musk has referenced the idea of a dedicated Tesla App Store in the past. During a 2019 interview with Ryan McCaffrey of the Ride the Lightning podcast, Musk noted that as the number of Teslas on the road grows, it makes more sense to consider the development of “games and other applications for Tesla.” Ultimately, Standard Fleet is just the beginning, so it would be pretty interesting to see the next third-party applications that Tesla would be supporting in the near future.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up.
Elon Musk has firmly denied recent media reports suggesting that SpaceX has reduced its target valuation for an upcoming initial public offering.
The denial came directly from the SpaceX and Tesla frontman on his social media platform X, where he responded with a single word, “False,” to a post from ZeroHedge that cited Bloomberg sources.
This swift rebuttal underscores Musk’s ongoing effort to manage speculation surrounding one of the most anticipated market debuts in recent history.
False
— Elon Musk (@elonmusk) May 29, 2026
According to the disputed reports, SpaceX had lowered its IPO valuation goal to at least $1.8 trillion from previous ambitions exceeding $2 trillion.
The claims emerged amid growing anticipation for the company’s confidential S-1 filing, which positions it for a potential public listing as early as June.
Some had pointed to strong revenue growth, particularly from the Starlink satellite internet service, which contributed heavily to the firm’s 2025 figures of $18.7 billion. Yet challenges persist in other areas, including substantial investments and losses tied to ambitious projects like Starship development and artificial intelligence initiatives, which plan to make life multiplanetary eventually.
Musk’s response highlights a pattern in which he actively counters what he views as inaccurate portrayals of his companies’ trajectories.
SpaceX, already valued privately at extraordinary levels, stands as a cornerstone of Musk’s empire alongside Tesla and xAI. The entrepreneur has long emphasized the transformative potential of reusable rockets and global broadband access, factors that fuel investor enthusiasm despite operational hurdles.
By rejecting the valuation downgrade narrative, Musk signals confidence in SpaceX’s fundamentals and its readiness for public markets on terms favorable to its long-term vision. People have been waiting a very long time to invest in SpaceX, and the valuation, as well as the introductory share price, is not going to need adjusting.
They’ll have plenty of suitors.
This episode reflects broader dynamics in the technology sector, where rumors often swirl around high-profile entities. Musk’s direct engagement with media narratives serves to maintain transparency and control the narrative around his ventures.
As SpaceX prepares for greater scrutiny in public markets, the founder’s denial reinforces optimism about its prospects. Supporters argue that the company’s innovative edge positions it for enduring success, far beyond short-term valuation debates. With the denial now public, attention turns to forthcoming regulatory filings that could provide clearer insights into SpaceX’s strategy and financial health.
The coming weeks promise to reveal more about how SpaceX will transition into a publicly traded powerhouse.
Tesla’s dreams of operating a fully autonomous ride-hailing platform just took a massive step toward reality, as two separate events have indicated the company is perhaps closer than ever to achieving self-driving as a product.
On Thursday, Tesla was granted authorization by the State of Texas to operate driverless vehicles in a commercial manner. On May 28, Senate Bill 2807, passed by the 89th Texas Legislature, took effect after being passed back on September 1, 2025.
The bill establishes a statewide regulatory framework requiring authorization from the Texas Department of Motor Vehicles for companies to operate automated vehicles commercially on Texas roads.
This covers driverless, or SAE Level 4+, operations for passenger transport, meaning Robotaxi, or freight.
Tesla and other companies can self-certify their vehicles and tech as long as they:
- Operate in compliance with Texas traffic laws
- Maintain proper registration, title, and insurance
- Use compliant automated driving systems
- Record onboard activity and handle system failures and glitches safely.
The new authorization, which was first reported by James Stephenson on X, allows companies to utilize their own processes to determine if their vehicles are ready to operate without drivers.
🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA pic.twitter.com/KSJdsvlaW5— James Stephenson (@ICannot_Enough) May 28, 2026
It is a rule that expedites the entire approval process, keeping agencies out of a usually long, lengthy, and frustrating task that is essential to technological advancements. It essentially means Tesla can launch commercial Robotaxi operations at this point.
On the very same day, Tesla continued the momentum as CEO Elon Musk shared a video of Cybercab units autonomously driving off the property at Gigafactory Texas. This is a major step in the story of the Cybercab.
Mass production of the Cybercab started at Giga Texas in April, and it is already heading out of the factory on its own.
Cybercab driving itself out of the GigaTexas factory pic.twitter.com/EwAMVVDjYy
— Elon Musk (@elonmusk) May 28, 2026
These two major events mark a drastic step forward in Tesla’s progress toward Cybercab and the permissions it needs to operate a self-driving ride-hailing service. Tesla is now able to operate autonomously under Texas law by self-certifying, and with the potentially imminent rollout of Cybercab, Tesla’s autonomous dreams are starting to take serious shape.
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk strikes down reports on SpaceX IPO rumors
Tesla’s Robotaxi dreams just took a massive step toward reality
