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Ford taunts Tesla, Silicon Valley in new ad: ‘Talk doesn’t get things done. Building does’
Amidst the assault from electric vehicles like the Tesla Model 3, and with tech companies like Google and Apple dipping their feet in the transportation industry, veteran carmaker Ford is fighting back. In a recent ad campaign debuting the company’s new “Built Ford Proud” slogan, the company boldly took shots at Silicon Valley and new, tech-focused carmakers like Tesla, stating that ultimately, it is builders like Ford that would usher in the future of transportation.
Ford’s new ads, the most notable of which is titled “The Future is Built,” stars Hollywood A-lister Bryan Cranston of Breaking Bad fame. In the opening scene of the ad alone, it was evident that the legacy carmaker was taunting tech companies, with Cranston throwing an aside after walking into a stage, stating that “the future isn’t created in a keynote address.” In a particularly telling part of Ford’s advertisement, Cranston addressed viewers, noting that “Talk doesn’t get things done. Building does.”
And building is something that Ford has been doing for more than 100 years. Ford, through the Hollywood A-lister, proudly notes that the company would continue building, all the way into the future. The commercial even delves into Ford’s upcoming plans, including intelligent mobility and what appears to be a new hybrid or battery-powered Mustang. The ad ends with Cranston driving a Ford F-150 pickup truck — America’s best-selling vehicle — remarking “Let the other guys keep dreaming about the future. We’ll be the ones building it.”
Ford’s “The Future is Built” TV spot is one of several campaigns that the legacy carmaker is rolling out. Apart from television commercials, Ford is also going all out with print ads pushing its new slogan. Jim Farley, Ford Motor Co.’s president of global markets, noted in a statement to Automotive News that “The company’s got its swagger back.” The Ford executive further stated that “We think customers are ready to hear directly from a company that says, ‘Here’s what we’re about, this is what makes us different, and we hope you like it.’ ”
Ford’s newest advertisements continue the carmaker’s working partnership with Bryan Cranston, who initially starred in a Super Bowl commercial two years ago. According to Farley, the Breaking Bad actor “really captures that no-baloney, real honesty that frankly we don’t hear much of anymore.”
Over the past months, Ford’s place in the US auto market has progressively been challenged by upstart companies, particularly Tesla, whose Model 3 electric sedan has started to make an impact in the country’s passenger car sales. With Elon Musk stating that a pickup truck would be coming soon as well, a company like Ford, which relies heavily on its trucks, has to dig deep to keep its place in America’s car market. In September alone, the Model 3 became the United States’ top-selling car in terms of revenue.
What’s rather notable is that Tesla is able to accomplish this through word-of-mouth and the merits of the Model 3 alone. Unlike legacy carmakers, Tesla does not spend money on advertising and paid endorsements. The company does get shout-outs from notable celebrities from time to time, such as rapper Kanye West earlier this year, but they are mostly positive anecdotes from owners themselves. The Model 3 is just getting started in its saturation of the US auto market. Once the vehicle hits its target production rate of 10,000 units per week, and once Tesla releases the Model Y crossover SUV and the Tesla Truck, veteran carmakers like Ford might have to go a bit farther than clever, well-directed ads to compete with the Silicon Valley-bred company.
Watch Ford’s new “The Future is Built” TV spot in the video below.
https://youtu.be/HVlfclOpsK8
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
