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Tesla Investor Relations VP debunks Toyota’s anti EV arguments

Dietmar Rabich / Wikimedia Commons / “Dülmen, Auto Bertels, Toyota GR Supra -- 2021 -- 9563” / CC BY-SA 4.0

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A document from Toyota corporate to US dealers has attracted the attention of the electric vehicle community. While the Japanese carmaker’s skepticism surrounding electric cars has been known for a long time, the claims and estimates of Toyota in the document were enough to warrant a response from Tesla VP of Investor Relations Martin Viecha, who opted to correct some of the automaker’s figures on Twitter. 

Toyota’s document argued that there are three major barriers to the widespread adoption of electric vehicles in the United States. As per the carmaker, “more than 300 new lithium, cobalt, nickel, and graphite mines are needed to meet the expected battery demand by 2035.” The automaker argued that there’s no way that the pace of mineral mining and processing could keep up if a full shift to EVs were inmplemented within the next few years. 

Toyota also noted that only 12% of public chargers are fast chargers, and it takes 20-60 minutes to get to 80% charge. The automaker also stated that the average transaction price for a non-battery powered car is $48,000, while the average transaction price of a battery electric vehicle is $58,000, and that’s not counting the cost of the installation of a home charger, which adds an extra $1,200, as per Toyota. 

With these in mind, Toyota noted that it’s best to be practical and focus on hybrids instead. The battery of one all-electric car, the carmaker argued, would be enough to provide batteries to six plug-in hybrids vehicles, and a whopping 90 hybrid cars. Of course, both PHEVs and hybrids are essentially combustion-powered vehicles, and they tend to be complex due to their use of both combustion and electric technology. 

In his response, Tesla VP for Investor Relations Martin Viecha highlighted that less mining and extraction is actually needed in a renewable economy due to the absence of fossil fuel extraction. This is a key point that is heavily focused on in Master Plan Part 3, which outlines a path towards full sustainability. Viecha also noted that fast charging needs are limited for EV owners, as cars are typically charged fully every morning. Viecha corrected the veteran carmaker about the cost of EVs as well, as the Model 3 today costs just about $37,500 post EV credit in the US. 

Toyota’s stance on electric vehicles has resulted in the automaker being dubbed a “laggard” by the International Council on Clean Transportation (ICCT) in its Global Automaker Rating 2022 list, which ranks the world’s top 20 automakers according to their respective efforts to embrace electric vehicles. Toyota, together with its peers like Honda, Nissan, Mazda, and Suzuki, were ranked at the bottom of the ICCT’s rankings. 

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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Tesla Theater might be getting plenty more streaming platforms

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Credit: YouTube/Tesla Theater

The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.

However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.

Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:

The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.

This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.

Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.

Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.

Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.

Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround

Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.

Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.

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Tesla Semi’s biggest adoptee gives an update on production timeline

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Credit: Tesla

Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.

Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.

Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.

The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”

In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.

Tesla Semi gets its largest order yet

Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.

Tesla plans to launch the Semi officially on September 24, five months after production started ramping.

Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.

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Tesla Cybercab uses a unique strategy for picking up the right rider

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Credit: ARTSIMAGE | X

Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.

Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.

This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.

Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.

Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.

Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.

Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.

Tesla will launch Cybercab on September 3

Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.

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