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Tesla’s first third-party app is here, and it’s all about fleets

Credit: Tesla, Standard Fleet

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**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. 

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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. 

Credit: Standard Fleet

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. 

Credit: Standard Fleet

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. 

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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. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Tesla finally clarifies fatal Texas crash, confirms driver manually overrode acceleration

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Credit: CNBC

Tesla has finally clarified the situation regarding the viral crash in Texas where a Model 3 slammed into a home.

CEO Elon Musk replied to reports on Monday that stated the crash was due to the company’s Full Self-Driving or Autopilot suite, which seemed unlikely to those who are familiar with it. Video showed the car slamming into a house at an excessive rate of speed, making it highly unlikely the crash was due to the suite’s operation, as it does not travel at those speeds in residential areas.

Musk said:

“This makes no sense. FSD drives slowly through neighborhood streets, and this was a high-speed crash!”

Tesla’s Head of AI, Ashok Elluswamy, added context, revealing that the company’s data shows the driver “manually overrode self-driving by pressing the accelerator all the way to 100%.”

He revealed the speed reached by the car was 73 MPH, and the accelerator was still pressed “even after the crash.”

Authorities are reportedly investigating “whether Tesla’s Autopilot system played a role after a Model 3 left the roadway…slammed through a brick house at high speed and fatally struck Matha Avila as she sat inside,” the New York Post reported.

The National Highway Traffic Safety Administration (NHTSA) is now investigating the crash. Tesla will work with the agency to provide them with whatever information they need in order to clarify the cause of the crash.

Similarly, Tesla had claims of a fatal accident in Harris County, Texas, a few years ago. Early reports indicated that Full Self-Driving was the cause of the crash. After the National Transportation Safety Board (NTSB) worked with Tesla, the agency proved there was “no use of the Autopilot system at any time during this ownership period of the vehicle, including the time frame up to the last transmitted timestamp on April 17, 2021.”

Tesla alleged “driverless” crash in Texas: What is known so far

“Application of the accelerator pedal was found to be as high as 98.8 percent,” the NTSB said in their findings. The highest recorded speed in the five seconds leading up to the impact was 67 miles per hour. The area where the crash occurred is residential, and Texas State laws have default speed limits of 30 MPH in residential streets.

This appears to be a similar situation. However, an investigation will prove what happened for sure.

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Investor's Corner

SpaceX makes $20 billion move to optimize its balance sheet

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Credit: SpaceX

SpaceX announced today that it commenced its first-ever public bond offering, marking a significant step in the newly public company’s capital markets strategy.

The company announced an offering of senior unsecured notes expected to raise at least $20 billion.

The move comes just a short time after SpaceX completed one of the largest initial public offerings in history. In mid-June, the company priced shares at $135 and raised more than $85 billion, propelling founder Elon Musk’s net worth past the trillion-dollar mark and giving the firm substantial liquidity.

According to the company’s SEC filing, the net proceeds from the notes will be used primarily to repay in full the outstanding borrowings under its existing bridge loan facility, cover related fees and expenses, and fund general corporate purposes. The offering is being conducted under Rule 144A, as well as Regulation S, targeting qualified institutional buyers and non-U.S. investors. Notes will be unsecured obligations ranking equally with other unsubordinated debt.

The $20 billion bridge loan was used to refinance approximately $17.5 billion in higher-cost “junk” debt tied to X and xAI. SpaceX had merged with xAI in February 2026 in an all-stock deal. The bridge facility, which matures in September 2027, had represented the bulk of SpaceX’s long-term debt.

SpaceX officially acquires xAI, merging rockets with AI expertise

In connection with the bond launch, SpaceX disclosed it held approximately $100.8 billion in cash and cash equivalents as of June 19. Investor calls began on the announcement date, with pricing and launch expected shortly thereafter. Rating agencies have assigned investment-grade ratings to the proposed bonds, reflecting confidence in SpaceX’s dominant position in commercial launches and the growth trajectory of its Starlink internet offering.

The debt raise also allows SpaceX to optimize its balance sheet by replacing short-term, higher-cost bridge financing with longer-date, lower-cost fixed-income securities. This provides greater financial flexibility to support capital-intensive initiatives, including the development of Starship, the expansion of the Starlink constellation, and the integration of AI capabilities following the xAI combination.

SpaceX shares (NASDAQ: SPCX) fell sharply on the news, dropping over 16 percent overall on the market on Monday. The stock had surged initially after debuting but pulled back amid profit-taking and broader market dynamics.

Overall, the bond offering underscores SpaceX’s transition to a mature public company with access to diverse funding sources. It positions the firm to pursue its long-term vision of multiplanetary expansion and AI infrastructure, while maintaining a disciplined approach to its capital structure in a high-growth but capital-heavy industry.

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Elon Musk

SpaceX confirms third massive compute deal at Colossus data center

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Credit: xAI Memphis

SpaceX confirmed today that it has officially signed its third massive compute deal, providing compute at its Colossus data center in Southaven, Tennessee.

Reflection AI will gain immediate access to NVIDIA GB300 chips at SpaceX’s Colossus 2 data center. In return, Reflection will pay SpaceX $150 million per month starting on July 1, with total payments reaching approximately $6.3 billion if the contract runs through its duration, which is until 2029. Either party can terminate the agreement with 90 days’ notice after the initial three-month period.

CNBC first reported the deal.

This latest partnership highlights SpaceX’s strategy of commercializing its massive Colossus supercomputing infrastructure, originally developed to power Elon Musk’s Grok AI models. The company has rapidly expanded its customer base in the AI sector following its February 2026 merger with xAI, a transaction that valued the combined entity at $1.25 trillion.

SpaceX has previously signed significant compute deals with other major players.

It granted Anthropic exclusive access to the full capacity of its Colossus 1 data center, which exceeds 300 megawatts and includes over 220,000 NVIDIA GPUs. Details from SpaceX’s IPO filings indicate Anthropic will pay $1.25 billion per month through May 2029, potentially generating around $45 billion over the term of the deal.

Additionally, Google agreed to pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. This 32-month period will provide Google access to roughly 110,000 NVIDIA GPUs, along with supporting processors and memory. Capacity ramps up through September at a reduced fee, with termination options after the first year.

SpaceXA also established arrangements for computing power with Cursor, an AI coding startup. SpaceX acquired them in a $60 billion all-stock deal.

SpaceX makes first acquisition post-IPO

These arrangements position SpaceX’s collective position as an AI infrastructure powerhouse with high-margin revenue potential. The Google deal alone could generate nearly $29.5 billion over its term, while the Reflection contract adds another $6.3 billion.

Combined with the Anthropic arrangement, SpaceX stands to realize tens of billions in revenue from compute leasing in the coming years, which diversifies beyond SpaceX’s traditional rocket launches and Starlink operation.

The deals underscore growing demand for advanced AI training and inference capacity amid chip shortages and surging model development needs. Reflection, valued at $25 billion and focused on “American open intelligence” with government and national security ties, cited recent restrictions on closed models as validation for open-source approaches.

For SpaceX, the partnerships transform capital-intensive data centers into flexible revenue sources while supporting its broader AI ambitions after the company has gone public.

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