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The ‘Tesla Effect’ hits Germany as VW, Daimler, and BMW fully commit to EVs

(Photo: Tesla)

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The auto industry saw something historic happen this past week in Germany. In a rare act of unity, the leaders of the country’s big three Automakers; Volkswagen CEO Herbert Diess, Daimler CEO Dieter Zetsche, and BMW CEO Harald Krüger, all agreed that the future of German auto is the electric car. Over the next decade, each CEO would be pushing their respective companies to shift and embrace the idea of an electrified fleet.

No (more) compromises

The deal did not come easy. The Volkswagen CEO caused waves among German automakers and suppliers after he called for the widespread adoption of electric cars and a mass investment in EV charging infrastructure. The VW CEO’s proposal was bold: he wanted the German auto industry to focus solely on EVs, and he warned that he would be “evaporating billions” to do so. The proposal was met with a lot of criticism, from both fellow automakers and suppliers. In response, Volkswagen threatened to leave the industry lobby group Association of the Automotive Industry (VDA) because of its refusal to commit to an electric-first strategy.

BMW CEO Harald Krüger was particularly critical of Volkswagen’s proposal, which resulted in what industry insiders described as heated talks between the two executives. Krüger’s reservations are understandable, as Volkswagen’s demands do not favor BMW. One of Diess’ requests called for free charging benefits for electric car owners whose vehicles cost less than 20,000 euros. This benefits Volkswagen, which is aiming to produce an affordable electric car, but not companies like BMW and Daimler, who, on average, make more expensive vehicles.

Volkswagen CEO Herbert Diess, Daimler CEO Dieter Zetsche, and BMW CEO Harald Krüger. (Credit: Electrive)
Volkswagen CEO Herbert Diess, Daimler CEO Dieter Zetsche, and BMW CEO Harald Krüger. (Credit: Electrive)

Despite these headwinds, a short but meaningful call last Wednesday sealed the deal for Das Auto’s electric car initiatives. Insiders from news publication Handelsblatt noted that after ten minutes, the Volkswagen, BMW, and Daimler CEOs were practically on the same page, and by the end of the 40-minute conference call, the three executives have found a middle ground. The representative of the VDA dubbed the meeting as “constructive,” and the lobby group has stated that it’s expecting the three manufacturers to work out a consensus paper in the near future.

Apart from advocating for electromobility, The companies also decided to forego commitments to other forms of alternative propulsion, such as hydrogen fuel cells. In a statement to media publication welt.de, BMW member of the board Klaus Fröhlich mentioned that a breakthrough in hydrogen fuel cell cars is unlikely within the next decade, particularly as charging infrastructure for electric vehicles is growing at a rate where long-distance travel will soon be a non-issue. “The probability of a hydrogen infrastructure developing in parallel is very low,” Fröhlich said.

A LinkedIn post written by the Volkswagen CEO outlined his points as follows. “In order to stop global warming, there is no way around the Paris climate targets. To do this, the car must become cleaner as soon as possible and CO2-free by 2050 at the latest. E-mobility is the only technology that is feasible from today’s perspective. I am convinced that if we concentrate all our energies on the leading technology of electromobility, we will achieve both: the car will become cleaner in the short term and CO2-free in the long term. And the car country Germany will be the world leader in driving the future,” Diess wrote.

All According to the (Master) Plan

The Tesla Model S, Model X, and Model 3.

While Germany’s commitment to electromobility is undoubtedly impressive, it should be noted that the developments and milestones of the electric motor and electric car batteries over the past years are the catalysts that initiated this change. Electric mobility advocate Auke Hoekstra notes that electric motors are pretty much the only superior alternative to the internal combustion engine today, in the way that they are smaller, lighter, cheaper, practically maintenance-free, and around four times more efficient. It should also be noted that it took the efforts of a daring Silicon Valley electric car company to show the industry that electric mobility is feasible.

Elon Musk has always noted that Tesla exists to accelerate the world’s transition to sustainable energy. Back in 2006, he posted his first Master Plan, which involved the creation of electric cars that are so compelling for car buyers; the behemoth that is traditional auto will start shifting its efforts to electric mobility. Tesla’s first car, the original Roadster, was mostly a proof-of-concept in this sense, as it is a vehicle that simply proved the idea that electric cars can be just as fast, sexy, and desirable as the next Porsche or Ferrari. The Model S and Model X took the company’s mission further, proving that electric cars are not only comparable to their fossil fuel-powered counterparts; they could be far better. Loaded to the teeth with tech, the sedan and crossover (hence the Model “S” and “X” moniker) were successful, but they still only catered to the higher end of the market.

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Tesla shook the auto industry with the Model 3, a vehicle that practically took the company and its CEO inches away from ruin. Elon Musk described the Model 3 ramp as one of the most painful periods of his career, and objectively speaking, he was correct. Musk bet Tesla’s entire future in the Model 3, and if it wasn’t for his own willingness to sacrifice his own comfort (Musk returned to sleeping under a table in Tesla’s Fremont factory at the height of the Model 3’s “production hell”), clever, out-of-the-box solutions from remarkable executives like current President of Automotive Jerome Guillen (who came up with the idea of creating another Model 3 assembly line inside a sprung structure), and the insane efforts of Tesla’s workers across the board, the company would have fallen. Months later, the Model 3 would become the United States’ best-selling luxury vehicle of 2018, and within the first quarter of 2019, the electric sedan would begin to take over Europe and China. At this point, it is no exaggeration to state that the Model 3, with its track-capable motors and battery, is pretty much the gold standard of electric vehicles today.

A Mission Achieved

Elon Musk and Tesla represents a fast-moving target for the auto industry.

With the behemoth that is German Auto now awakened and committing itself fully towards electric mobility, will Tesla finally be trampled under the giants’ feet? Not necessarily. Tesla still functions like a Silicon Valley startup, moving fast, making mistakes, and fixing errors on the go. The result of this work culture, coupled with extensive experience with the electric motor and batteries, is a carmaker that moves incredibly fast. Thus, by the time the German automakers come up with vehicles that can challenge the Model 3 in its current iteration in terms of tech, features, and specs, Tesla would probably have improved its vehicles further. It’s incredible to see traditional automakers finally commit to electric cars, but in terms of beating Tesla, it would suffice to say that it would be very difficult to trample a company that stubbornly refuses to stay still.

When asked by 60 Minutes host Lesley Stahl if he would be open to other carmakers beating Tesla at its own game, Elon Musk candidly stated that as long as the world’s shift to electric transportation is secured, he would be able to sleep well at night. “If somebody comes and makes a better electric car than Tesla and it’s so much better than ours that we can’t sell our cars, and we go bankrupt, I still think that’s a good thing for the world,” Musk said, to the surprise of the veteran host. This is one of the things that is fascinating about Tesla and Elon Musk. Both the company and its CEO are fighting tooth and nail every day to meet its next ridiculously difficult target; but beyond these struggles, Musk and Tesla are fully aware that the fight is much bigger than them. A future that is not dependent on fossil fuels is a far bigger cause.

It took a while before Germany’s biggest car conglomerates saw the writing on the wall. Now that they have, it would not be surprising at all if the auto industry does start a full embrace of electric mobility. China is already waist-deep in its EV initiatives, and with Germany doing the same, it would be difficult for the internal combustion engine to remain relevant in the decades to come. One could only hope that the United States’ big three, Ford, GM, and Fiat-Chrysler, will follow. Tesla is already based in the US, and its patents are open-sourced. At this point, the writing is now in big, bold letters, and it would be foolish to insist that electric mobility is “not yet ready” or “not feasible.” As for Tesla, one can only hope that the company had learned its lessons with the Model 3 as it attempts to produce the Model Y, an even more ambitious vehicle that will compete in one of the world’s most lucrative markets.

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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Why SpaceX is finishing another space-internet system that isn’t Starlink

SpaceX launched three final O3b mPower satellites Sunday, finishing a lesser known SES satellite network.

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SpaceX had an 87 minute window opening at 2:49 p.m. Eastern on Sunday to fly a Falcon 9 out of Cape Canaveral carrying the final three satellites for SES’s O3b mPower constellation, a project that has taken more than a decade to finish since Boeing and SES first signed SpaceX on for the work.

Unlike the thousands of Starlink satellites SpaceX has stacked into orbit over the years, O3b mPower flies in a different neighborhood entirely. The three new satellites, tagged F11, F12 and F13, are headed for medium Earth orbit at roughly 5,000 miles up, more than ten times higher than Starlink’s shell around 340 miles but still a small fraction of the 22,000 miles where old school geostationary satellites sit. That middle position is the whole point, because a satellite that far out needs far fewer siblings to blanket the globe than a low orbit constellation does. Essentially, SES only needed 13 satellites total to build a network offering quick, steady service that used to require thousands of spacecraft.

With most people having heard plenty about Starlink and almost nothing about O3b mPower, SES and SpaceX already blend the two networks for some customers. Both SpaceX and SES sell satellite broadband, but they’re aimed at different buyers. Starlink is built for volume, direct to consumers, RVs, homes, small businesses, plus a growing aviation and maritime business. O3b mPower skips consumers entirely and sells enterprise grade connectivity to airlines, cruise lines, offshore energy operators, telecoms needing backhaul, and governments, priced and provisioned more like a dedicated circuit.

A 2023 partnership lets cruise ships combine Starlink’s speed with O3b mPower’s steady capacity depending on what a ship needs at a given moment. Sunday’s completed 13 satellite constellation effectively finishes the medium orbit half of that pairing, years after.

Sunday’s mission was already a something on SpaceX’s manifest well before O3b mPower entered the picture. This flight marked its 29th trip to orbit, a history that includes two crewed Axiom missions, the European Space Agency’s Euclid telescope and 22 separate Starlink batches. SpaceX has landed boosters on the droneship A Shortfall of Gravitas so often that Sunday’s touchdown attempt, if it went as planned, was set to be the 661st successful Falcon booster landing to date.

For a company that pushed the Starlink constellation past 11,000 satellites back in August, almost entirely through bulk launches from California, Sunday’s flight was a reminder that SpaceX’s schedule still has room for someone else’s satellites too. SES gets a finished network built for a narrower set of customers, and Falcon 9 gets one more line on an already long resume.

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Tesla gives the Roadster an official “Go for launch” demonstration date

Tesla teased an October 1 Roadster reveal, reviving years of delayed SpaceX thruster hover promises.

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Concept rendering of a Tesla Roadster with SpaceX Package via Grok
Concept rendering of a Tesla Roadster with SpaceX Package via Grok

Tesla teased an October 1 event date for its next generation Roadster, posting an image on X Saturday that shows the car lit up like it is sitting on a launch pad, with the date “10.01” stamped across the bottom and the caption “Go for launch.” A countdown clock on Tesla’s Roadster order page now points to the same date, which falls on a Thursday. The company has not said where the event will happen or whether it will be streamed at the moment. Stay with us @Teslarati for live updates.


Tesla has since sent formal invitations to reservation holders confirming the event will take place in Waco, Texas, about 90 minutes north of its Austin headquarters, based on a digital ticket shared on X by Sawyer Merritt. Tesla did not name the exact venue, though Waco sits close to SpaceX’s McGregor, Texas, rocket test site, previously reported as the planned location for a Roadster thruster demonstration. The invite sets the reveal for 8:30 p.m. Eastern on October 1, requires RSVPs by midnight on September 16, and limits entry to guests 21 and older. Invitations are non-transferable.

The tease follows nine years of a project defined by unimaginable specs along with slipped dates. Musk first showed the second generation Roadster in November 2017 as a surprise reveal at the end of the Tesla Semi event, promising a 0 to 60 mph time under two seconds, a top speed above 250 mph, 620 miles of range from a 200 kWh battery, and production starting in 2020. At last November’s shareholder meeting, Musk set an April 1 demo date and joked the choice gave him “deniability” if it slipped again, which it did, moving first to late April, then to “a month or so,” then to August.

Tesla Roadster SpaceX Package’s 1.1-second 0-60 mph launch visualized in concept video

Whatever Tesla shows on October 1 is expected to center on the SpaceX developed thruster package Musk has described since 2018. Internally code named A71, a nod to the Lockheed SR-71 Blackbird, the system reportedly uses cold gas thrusters fed by a composite overwrapped pressure vessel, the same tank design SpaceX uses on Falcon 9. Musk has said a thruster equipped Roadster could hit 60 mph in about 1.1 seconds under roughly 2.75 g of launch force, well past the 1.9 second figure quoted for the standard car. That version reportedly will not be street legal and has reportedly been discussed as a limited run sold through a track only program.

The standard Roadster is still expected to carry the original $200,000 base price and $250,000 Founders Series tier, both set when Tesla opened $50,000 and $250,000 reservations in 2017. Tesla VP of Vehicle Engineering Lars Moravy has confirmed production will happen at Gigafactory Texas, with Musk targeting 2027 or 2028, 12 to 18 months after whatever the company demonstrates next month.

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Tesla plans big safety improvements for Full Self-Driving v15

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Credit: Tesla

Tesla is planning to roll out some pretty significant safety and accident avoidance features with Full Self-Driving version 15, which will be the next major FSD deployment from the company.

Tesla AI lead Ashok Elluswamy used a near-miss this week to preview what the company says is the next leap in Full Self-Driving.

In response to a driver whose car had swerved away from another vehicle pulling out of a parking lot, Elluswamy wrote that he was glad the owner was safe and that “even earlier prediction of hazards, even faster reaction time and overall significantly better safety and collision avoidance” would arrive with FSD v15.

The comment landed as Tesla continues to treat software as the primary safety upgrade path. v15 is described internally as a larger architectural step, with a much bigger neural network and tighter coupling between prediction and control.

The company has already begun using early v15 software in some robotaxi operations while rolling out safety features such as Automatic Collision Evasion into current customer cars, allowing the driving stack to intervene even when the driver is in manual control.

Tesla is rolling out a new FSD version with a massive safety addition

Tesla’s published telemetry is the backbone of its safety argument. In recent North American Vehicle Safety Report data, vehicles with FSD (Supervised) engaged traveled roughly 5.1 million to 5.7 million miles between major collisions, defined as airbag-deployment events.

Tesla’s estimate of the U.S. average over the same period is about 699,000 miles per comparable crash. That is the comparison Tesla often frames as roughly seven times fewer major collisions.

A tighter comparison uses the same Tesla fleet. Cars driven manually with active safety features such as automatic emergency braking still recorded a major collision about every 2.1 million miles. Against that baseline, FSD’s advantage shrinks to roughly 2.4 to 2.7 times fewer severe crashes, which independent researchers argue is the more apples-to-apples figure.

European data released in 2026 pointed in the same direction: Tesla reported FSD as 3.5 times safer than manual driving in the Netherlands and 4.1 times fewer collisions than manually driven Teslas with active safety across more than 100 million kilometers in five approved countries.

Those numbers do not settle every debate. NHTSA’s Standing General Order still shows Tesla accounting for the large majority of U.S. Level 2 driver-assist crash reports, in part because the fleet logs far more assisted miles than rivals. Critics also note that Tesla’s “U.S. average” mixes crash definitions and driving mix.

Even so, Tesla’s own same-car comparisons, plus lower rates of automatic emergency braking and harsh maneuvers when FSD is engaged, are the evidence Elluswamy is pointing to when he says v15 will push prediction and collision avoidance further. The claim is not that software already eliminates risk. It is that each major version is meant to widen the gap between the system and an unaided human driver.

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