Connect with us

Investor's Corner

Tesla’s volunteer-boosted Model 3 delivery weekend is a wake-up call for legacy auto

[Credit: dynamyte43/Reddit]

Published

on

If social media posts and anecdotes from participating owners are any indication, it appears that Tesla’s volunteer-boosted Model 3 delivery weekend is looking to be a success. As Tesla’s volunteers aid the company in orienting large numbers of new owners with their vehicles, the demand for quality electric cars is becoming more evident than ever.

This weekend saw something remarkable happen in the Tesla community. With the company currently attempting to address Elon Musk’s self-dubbed “delivery logistics hell,” some owners of Tesla’s electric cars stepped forward to offer help. The idea was initially pitched by IGN reporter and Ride the Lightning podcast host Ryan McCaffrey on Twitter, and Elon Musk promptly greenlighted the suggestion, stating that any help would be greatly appreciated. The community mobilized itself immediately, and by Saturday, Tesla’s delivery centers had volunteers who were ready to help new owners with the features and functions of their electric cars. Even Elon Musk himself was in Fremont’s center, interacting with new owners.

Reports on social media and in forums such as the r/TeslaMotors subreddit suggest that Tesla’s volunteer-augmented delivery efforts have been largely successful. One such account came from r/TeslaMotors subreddit member and Model 3 owner u/jpbeans, who narrated his experience as a volunteer in one of Tesla’s delivery centers. According to the Model 3 owner, Tesla gave them Guest badges, and they ended up helping owners on several topics, from basics like opening the Model 3’s door handle, to navigating the car’s functions through the 15″ touchscreen.

On Twitter, similar accounts were shared. Twitter user @GuyTesla, who volunteered in Tesla’s Littleton delivery center on Saturday, even noted that a nearby Jaguar dealership inquired how Tesla would be able to store the vehicles being delivered to the site. When informed that the electric cars were not staying in the facility, the staff of the legacy automaker were reportedly a bit shocked.

Advertisement
-

Inasmuch as the Littleton volunteer’s observations are but an anecdote in an otherwise busy delivery weekend, the demand for premium electric vehicles should be undeniable by now. Over the years, Tesla’s electric cars, despite the company’s teething challenges, proved successful in their respective segments. With the Model 3, Tesla has begun an attack into the mainstream auto market, and the electric sedan is starting to make some waves. In August alone, the Model 3 became the 5th best-selling passenger car in the US, being outsold only by the Toyota Camry, Honda Civic, Honda Accord, and the Toyota Corolla Family, all of which are lower-priced vehicles.

Tesla is pretty much unchallenged in the premium electric car market, though highly-anticipated competitors such as the Mercedes-Benz EQC and the Audi e-tron have recently been unveiled. While these vehicles have long been hyped as possible “Tesla-killers” due to their manufacturers having decades of experience in the auto industry, the performance of the vehicles, as well as their battery tech, seemed to be a bit subpar compared to Tesla’s electric cars. This was addressed by Bernstein analyst Toni Sacconaghi recently, when he noted that contrary to a prevalent bear thesis, there is “no actual flood of competition coming” for Tesla’s vehicles.

The recent offerings of premium legacy automakers have caught the attention of Christina Bu, General Secretary of the Electric Vehicle Association in Norway. Norway is among the world’s leaders in the electric car transition, and it is one of the countries where Tesla’s vehicles hold a formidable place. After the reveal of some of Tesla’s competitors from legacy automakers, the EVA General Secretary proved unimpressed, calling on manufacturers to “stop pretending and start delivering” on real electric cars that have compelling performance and features. Bu further noted that the strong demand for affordable, decently-specced vehicles like the Kia Niro Electric and Hyundai KONA Electric, is proof that consumers are ready to embrace EVs.

Advertisement
-

Tesla is pretty much only halfway through its efforts of ramping the production of the Model 3. This third quarter, Tesla is aiming to produce 50,000-55,000 Model 3 — a record number of vehicles but still only a fraction of its planned 10,000/week production rate for the electric sedan. Tesla eventually plans to build 500,000 Model 3 per year, and its upcoming crossover SUV, the Model Y, is expected to hit a production rate of 1 million units per year. Even when the company achieves these targets, though, the auto industry could not transition into the electric car era on Tesla alone — other manufacturers, particularly those with decades of experience, must embrace the shift as well. As Norway’s General Secretary of the EVA noted, the time is now to “stop pretending and start delivering.”

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.

Advertisement
Comments

Investor's Corner

Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery

Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.

Published

on

By

Tesla Optimus Gen 3 [Credit: Tesla]

Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.

Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X

The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.

The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.

The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.

This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.

The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.

Advertisement
-

Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.

Continue Reading

Elon Musk

X changed how everyone gets paid, and this lawsuit shows why

X sued a Bitcoin account network over fake payouts as its creator pay model shifts

Published

on

By

Elon Musk’s X has taken a Bitcoin-focused engagement ring to court, and the case doubles as a receipt for how differently the platform pays creators today. The company filed suit in the High Court of England and Wales against Vivek Kumar Sen and Zamyang Sherpa, alleging the pair ran six accounts, including @Vivek4real_, @Bitcoin_Teddy and @TrendingBitcoin, as one coordinated operation to fake the kind of engagement that used to translate directly into money.

According to the filing, first reported by Gizmodo, the accounts posted near identical “BREAKING” crypto headlines seconds apart, in one case 11 seconds, then had three more handles like, reply to and repost the material to manufacture what X called “a false appearance of genuine, human communication and interaction.” X says the scheme pulled in at least £207,384, about $278,000, and pegs its own investigation and remediation costs at another £75,000. The accounts were suspended August 18. X general counsel James Burnham announced the case on X last weekend, writing that the company “will act forcefully to protect our platform and the earnings of genuine creators.” Musk’s own reaction, posted shortly after, was three words: “Don’t mess with 𝕏.”

The timing lines up with a a recent update to how X pays its creators. The program these accounts allegedly gamed, Creator Revenue Sharing, launched in mid 2023 and paid out based on how much a post got engaged with. Originality was never part of the formula, which is exactly how the platform ended up flooded with recycled clips, copy pasted “BREAKING” posts and replies engineered purely to farm reactions from paying subscribers.

X tried patching the model more than once, including an April cut to aggregator payouts and a March regional weighting change that Musk personally paused hours after it was announced. X retired Creator Revenue Sharing for good on September 7 and opened its replacement, Original Content Rewards, the next day.

Advertisement
-

The new math is stricter. Payouts now come only from qualified impressions, meaning unique Home Timeline views from Premium subscribers where at least half the post is visible, and replies no longer count toward eligibility at all. Copied posts, reuploaded media and reposts without meaningful changes are explicitly excluded. Allegra Jacchia, senior product manager for Creators at SpaceXAI, which now runs X’s product and AI work following xAI’s acquisition of the platform, put it bluntly, saying the goal is to reward creators who bring original ideas and perspective, “not those who have become best at gaming the system.”

Read that way, the lawsuit isn’t really about six crypto accounts. It’s X putting a dollar figure on what the old incentive structure cost, then suing to collect it right as the new one goes live. For live updates on how the case and the new rewards program shake out, follow @Teslarati on X.

Advertisement
-
Continue Reading

Elon Musk

Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer

Elon Musk confirms no automaker has ever accepted Tesla’s offer to license Full Self-Driving software.

Published

on

By

Elon Musk gave a brief answer on X Monday that confirmed that Tesla’s standing offer to license Full Self-Driving to other automakers still has zero takers. Sawyer Merritt wrote that “Tesla has for years openly invited other automakers to license FSD. None of them have accepted,” responding to a prediction from Boom Supersonic founder Blake Scholl that Tesla would eventually open FSD the way it opened its Supercharger network to rival brands. Musk’s reply to Merritt was one word: “Exactly.”

It is not the first time Musk has made this point. He said something similar in November, when he called legacy automakers reluctance to adopt FSD “crazy,” and Tesla has floated the offer publicly since at least 2021. Scholl’s prediction touches on something real. Once NACS became the de facto charging standard, adoption from Ford, GM, Rivian and others followed within about a year. FSD licensing was supposed to work the same way once Tesla built enough of a lead that switching made sense for everyone.

The case for licensing now is stronger than it was two years ago. Waymo and Zoox are logging hundreds of thousands of unsupervised autonomous miles, along with Tesla’s own Robotaxi fleet. Every automaker still selling driver assist systems that lag FSD has given the robotaxi conversation to Tesla, Waymo and Zoox by default. Licensing FSD would let a GM or a Ford compete on the same field without spending a decade and billions of dollars building a stack from scratch, the same argument Tesla made when it opened the Supercharger network to bring more EVs onto its chargers.

But FSD is not a connector standard. As one reply to Musk’s post pointed out, licensing FSD is not a software license the way NACS was a plug spec. It requires adopting Tesla’s eight camera layout and its onboard compute architecture, meaning a licensee’s cars would effectively become Tesla hardware wearing someone else’s badge. That is the visible obstacle. The less visible one is data. A licensed FSD stack would report back the same telemetry Tesla collects from its own fleet, giving Tesla a continuous read on how a competitor’s cars are actually driven, where they struggle, and how often drivers intervene. For an automaker trying to build its own autonomy program, or simply trying to keep its build quality and safety record private, handing Tesla that visibility could be a bigger cost than the hardware bill. It is the reason the Supercharger comparison only goes so far. Opening a charging plug cost Tesla very little. Opening FSD would cost a rival something it cannot get back.

Advertisement
-
Continue Reading