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Tesla won’t be ‘king of the hill’ forever, but it will be for the foreseeable future

Credit: Reddit | u/onthefrontlinegaming

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Tesla is the “king of the hill” in the electric vehicle sector, former company board member Steve Westly said on CNBC’s Power Lunch yesterday. However, Westly, who joined Tesla in 2007 and left several years later, doesn’t believe the automaker will remain at the helm of the EV industry forever. Driven by growing competition from both low-end and high-end automakers, Westly says Tesla’s time at the top is dependent on its competition, because other markets, like Europe, have pushed Tesla to the wayside in favor of other companies.

While it is safe to say Tesla won’t be at the top of the EV industry “forever,” it is certainly also safe to say that they will lead the sector for a considerable amount of time. With legacy automakers dragging their feet and releasing electric vehicle models for the first time in 2021 and beyond, they sit years behind Tesla, whose only focus is building sustainable, high-performance battery electric vehicles. Meanwhile, companies like Ford and GM continue to drag their feet in the mission of developing a lineup of EVs, and European car companies face issues related to production, transitioning away from ICE, and software. Volkswagen is the automaker that comes to mind with the latter issue.

Westly cited GM going all-electric by 2035, Volkswagen indicating that they’re “all in” on EVs, and Volvo, who announced an all-EV lineup by 2030, as indicators that Tesla won’t be the king forever.

But what have any of these car companies done to prove that Tesla won’t be on the top in 2030? 2035? 2050, even?

It is true that Tesla has fallen a tad in terms of European EV sales figures, but it’s not for no reason. Tesla has not yet started the operation of Giga Berlin, its introductory European production facility that could bring at least 500,000 cars to the market every year. Refusing to export Model Y variants from the United States or China, Europe is stuck with the Model S, Model X, and the Model 3, but only for a few months as Giga Berlin is set to begin production during Summer 2021.

While it is true that Tesla is facing competition from both economical EV brands and luxury manufacturers, this fact alone is a testament to the wide range of EVs that the company is able to offer. Not only is Tesla manufacturing the Model 3 and Model Y, which are more than affordable to many families across the world, but it is also making a point to continue the production and sale of its two, more luxurious models: the Model S and Model X. Not necessarily a huge contributor to the company’s yearly production and delivery targets, both of the vehicles were put off as “sentimental” projects by Elon Musk several years ago. However, a recent refresh to both of these cars seems to indicate that the flagship Tesla vehicles are not going anywhere anytime soon.

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In the United States, Tesla reigns supreme with the Model 3 and Model Y. In China, the only car to dethrone the Model 3 is an inexpensive, low-range GM project known as the Wuling HongGuang Mini EV that boasts between 80 and 110 miles of range per charge. In Europe, Tesla was once the “King of the Hill.” But, the lack of a production facility ultimately dethroned the company’s title as the highest-selling EV brand on the continent most thirsty for electric powertrains. When Giga Berlin begins production, this will likely change, and Tesla will reopen its potential to compete with the brands that have ruled the European EV sector for the last few years.

Tesla has continued to grow and expand its footprint through a few challenging years, which indicates that, despite the proven adversity that will likely always exist, the company is robust enough to deflect most of the challenges that come its way. Despite production bottlenecks in 2017 with the Model 3, continued issues in 2018, and the COVID-19 pandemic in 2020, Tesla has sustained a growth pattern that most automotive startups can only dream about. The point that Westly made about Tesla not being “King of the Hill” forever is true, but the foreseeable future belongs to Tesla. Until a company comes along and proves otherwise, Elon Musk’s EV company will remain at the helm, as long as it continues to develop a series of mind-blowing EV products that offer range, performance, and aesthetics that are unmatched by any car company within the last decade.

What do you think? Let us know in the comments below, Tweet me or e-mail me.

https://youtu.be/eeizzrlFaZM

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla ships ‘spooky’ Halloween Mode with creepy and fun features

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Credit: Tesla

Tesla is now starting to ship a “Halloween Mode” that is filled with some creepy and fun features; the company says, “This spooky update turns your Tesla into a haunted house on wheels.”

The update is just the latest in a series of updates that Tesla typically ships out in a seasonal fashion. The Spring and Summer Updates provided some fun novelty items while also packing some cool features that are actually useful for the ownership experience.

This one seems to be more fun-forward, and there are not any updates to the Full Self-Driving suite or overall operation of the vehicle. Instead, these novelty features are geared toward getting you in the mood for the Fall and Halloween.

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New Ghost Costume on Car Avatar

Driver Visualization will now show your vehicle as a ghost, as an all-white sheet is draped over the vehicle. Pedestrians are turned into mummies or skeletons, and other vehicles are all a spooky green:

Credit: Tesla

Additionally, the Park Scene with your Tesla now displays that ghost costume draped over your vehicle in the foreground of a scary backdrop with Jack-o-Lanterns and a haunted house:

Credit: Tesla

Trick or Treat Mode

Trick or Treat Mode will enable the vehicle to play spooky sounds and flicker the lights as visitors approach. This might be a nice touch for when you’re handing out candy to kids on Halloween Night.

Other Features

Tesla is also adding a new Light Show, new Wrap Options, and a new Lock Sound with this update.

Credit: Tesla

Additionally, Photobooth has a new Halloween option:

Credit: Tesla

You will also be able to speak remotely through the app and transmit your voice to people outside, which is not a new feature, but the car will say it in a voice of its own, which is a new feature with that bullhorn-like feature.

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Investor's Corner

SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions

SpaceX reveals plans for one million Starmind AI satellites and calls out operators hiding maneuvers.

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Concept rendering of SpaceX Starmind constellation via Grok
Concept rendering of SpaceX Starmind constellation via Grok

SpaceX has put the largest satellite count it has ever published into writing, and it says that plan only works if every other operator in orbit starts sharing what it knows.

In a new Space Safety page highlighted Tuesday morning by Sawyer Merritt on X, SpaceX said it “plans to operate up to 100,000 Starlink satellites and up to 1 million Starmind AI satellites to meet the growing demand for broadband and supercompute.” Starlink has a little over 11,000 satellites in orbit today, so the target alone implies roughly a ninefold expansion of the broadband network.

Starmind is SpaceX’s orbital AI compute constellation. Elon Musk confirmed the Starmind name in June after an xAI trademark filing surfaced, and in August SpaceX said it was working with Nvidia on the compute payload. The FCC accepted the filing for up to one million satellites back in February.

FCC accepts SpaceX filing for 1 million orbital data center plan

SpaceX also released a new render of what a full Starmind constellation could look like. Alongside it, SpaceX VP Michael Nicolls explained why the satellites will not operate on their own. “We need to operate clusters of satellites in tight formation to get enough coherent compute to run AI models efficiently,” Nicolls said. “A cluster will be 10-ish satellites connected with 10 terabits or so of bandwidth between them, and interconnected to the broader constellation.”

That is the most specific detail SpaceX has given on how Starmind will be built. Instead of a million independent servers, the network would work as tightly packed groups of about 10 satellites acting as one compute unit, with Starlink’s laser links carrying results back to Earth.

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Packing satellites that close together, at that scale, makes collision avoidance the central problem, and most of the Space Safety page is aimed at other operators. SpaceX said Starlink encountered collision risks with about 650 unique maneuvering third party satellites in 2026, and only about half of them shared data. Over six months, Starlink recorded roughly 164,000 more collision risks where the closest approach came within four hours of an unannounced maneuver.

Some operators keep maneuver plans private over proprietary concerns, while others cannot get government permission to share them. SpaceX called those policies “counterproductive,” saying they “largely only serve to create preventable collision risk between satellites.” Starlink is also offering a free ephemeris sharing and screening platform that returns risk results within a minute, backed by its Stargaze network of 30,000 optical sensors.

The push comes as the Starmind application draws opposition from astronomers and environmental groups. In a September filing with the FCC, SpaceX said each Starmind satellite could weigh up to 4,000 kg, nearly seven times the mass of a Starlink V2 Mini. Musk has brushed off crowding concerns before, telling viewers in June that “space is enormous” and that SpaceX already knows how to run very large constellations safely.

SpaceX’s Starmind page says its Gigasat factory in Bastrop, Texas, is designed to produce AI satellites at scale, with deployment of thousands of units starting as soon as late 2027.

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Five things that are keeping Tesla Full Self-Driving supervised

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Credit: Tesla

Tesla Full Self-Driving is really good. I have used it for over 76 percent of my driving since FSD v14 launched around this time last year, equating to about 76 percent of my miles using the suite. It’s truly the only way I prefer to travel, but admittedly I save some of the more fun drives for myself.

Even with all of the great things it has done for me, including saving me from being involved in an accident, there are still a handful of things that it needs to improve on. These issues recur from update to update, and while there have been some improvements, they still give me reasons to either soft or hard intervene.

A soft intervention means an adjustment that is needed without disengaging the suite, like manually using a turn signal to change lanes while the car still operates on FSD. What I’d consider to be a “hard intervention” is anything that requires me to disengage the suite altogether, like missing a turn or performing a maneuver I’m uncomfortable with. Of course, some hard interventions will be subjective.

Here are the five things I’d like to see Tesla really focus on through the final versions of v14 and hope to see completely improved with v15.

Speed Limit Recognition and Adjustment

There are entirely too many instances of FSD traveling at a speed that is just totally outrageous. While some of these events can occur on Hurry Mode, I’ve even had issues with it on Standard from time to time, and despite wanting more aggressive maneuvers or a slight bit of urgency, I don’t want to worry about getting a ticket while doing it.

The two areas I notice it the most are in school zones and on local roads. When a Speed Limit changes from 45 to 35, FSD does not always slow down in a way that would appease local law enforcement. On Hurry, 52-55 is pretty standard for a rate of travel in a 45 MPH zone. When it changes to 35, FSD shows zero urgency to slow down to an appropriate speed.

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School Zones have been a true pain point, and as recently as last week, I had an issue with it:

Realistically, most Speed Limit issues are a soft intervention, as I simply scroll into a slower Speed Profile to get the car to slow down. School Zones are a hard intervention, as they require me to completely take over and travel at the posted 15 MPH limit. Even on Sloth, it simply does not get down to a low enough speed.

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Parking

Parking is one thing that has really improved over time, but there are still some pretty considerable hoops Tesla needs to jump through to get it to a point where it can be unsupervised.

Parking preferences seem to be where a lot of these issues will be resolved, as most of my complaints come from the fact that the place FSD chooses to park are usually not where I would personally choose to park. This morning, for example, when I arrived at the gym, FSD chose to park next to a vehicle that was parked with its two tires in the spot that FSD picked.

There were three spots in between that car and the nearest car, so FSD could have chosen the spot that would have given a one-spot buffer between the two vehicles. In a parking lot full of empty spots, don’t be that guy who parks next to a car.

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Generally, parking performance is vastly improved from where it was a year ago; I rarely am adjusting how it pulls or backs into a spot on v14.3.10, but in earlier versions, I definitely had my problems. It’s gotten really good since, and this version has been the best in terms of parking performance. It’s more about the places FSD choose to park, and not necessarily the parking itself.

There are also no options or map data to allow you to choose a charger at a place like a grocery store if it offers charging. These are things that are a bit more complex, but they will be needed for unsupervised FSD operation.

Navigation

Navigation was always going to be on this list, simply because it is one of the most inconsistent and mind-boggling things about FSD. Even after a year of intervening, sending voice notes, and overriding decisions, FSD still tries to take me out of my neighborhood the wrong way. You cannot turn left out of my neighborhood’s main entrance and exit, only right. Navigation still prompts a left turn out of my neighborhood’s main entrance and exit, instead of going around the neighborhood and exiting where a left turn is legal.

Tesla rolled out Preferred Routes with the Summer Update, and this has resolved some of the issues. I also found my own personal workaround:

Some of the more mind-boggling things that FSD used to do with Navigation have been remedied, but it is still a frequent complaint for me and many other owners. I’d just like to see it adopt those preferred routes more frequently and maybe learn them a little faster.

Certain Highway Behaviors

Highway travel is the most consistent and perhaps FSD’s best use case. There is nothing better than having FSD handle busy highway traffic or just long, monotonous, and boring drives. I love to use it for my trips to the Flight 93 Memorial where I volunteer. When I drove manually, I chose to get a hotel and stay overnight because it’s about a 2.5 hour drive. FSD lets me make the drive, put in a volunteering shift, and drive home, without much fatigue. I have found that this is where FSD is most valuable for me, personally.

However, there are a few things FSD does on the highway that are just weird.

One thing I’ve had issues with as of late is that there will be times when I’m about a mile from my exit, the car is in the left lane and is traveling faster than the traffic in the cruising late. Instead of completing a pass and then getting over with no traffic ahead, the car will sometimes drastically and suddenly slow down, switch to the slow lane, and get behind a vehicle — all with a mile until the exit. On average, I’ll have around one minute from the time I get to my exit if it’s a mile away, because in most cases, I’m traveling somewhere around 60 MPH on the highway.

There is no reason to not complete that last pass, then get into the right lane, and have an unobstructed path to the exit. This is one of the more strange behaviors I’ve seen it do, and it really does feel like a bug. Here’s an example of it from FSD v14.3.7:

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I ended up overriding the turn signal and using the accelerator to nudge the car to do what I wanted it to do. There was no reason to get in the left lane and add to the congestion in that lane.

Another thing that FSD does frequently is camps in the left lane, especially on Hurry. Cruising in the passing lane is illegal in Pennsylvania, and I know it is not a crime to do that everywhere. However, it is here, and I really wish the car was a little quicker to get over in the left lane when it’s cruising.

Here’s a pretty drastic example I had just a couple weeks back:

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Recognizing Drastic Changes in Road Condition

I think anyone who has ever used FSD knows that potholes are a huge issue, but so are large bumps or sudden changes in road condition. At the intersection of Kreutz Creek Rd. and Rt. 462 in Hellam, PA the roads are nearly set up as a ramp, and going over it at a speed of over 35 MPH can send your head into the glass roof, your butt off your seat, and a brace for the sudden thud that is inevitably coming when you finally touch back down again.

You can see here I tried to change Speed Profiles quickly, but I did it a tad too late:

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There are other roads in my area that should not be taken at even the posted Speed Limit because of the damage it could do to your car. Here’s another, where I disengaged FSD altogether:

The recognition of these bumps is so crucial for two main reasons: they can cause injury, and they can cause damage to the car. These are reasons why the suite is supervised and drivers should remain attentive. I could not imagine going over that bump at an excessive speed if I had back issues, or if I were older.

Potholes are rarely recognized and usually require a lead car to avoid them. I had FSD use a lead car to avoid a pretty sizeable manhole cover a few weeks back:

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Tesla says that there are improvements coming for potholes, so hopefully that means these bumps will also be recognized consistently.

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