**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
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Investor's Corner
Tesla gets price target bump, citing growing lead in self-driving
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.