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Tesla’s Elon Musk hailed as ‘Disruptor of the Year’ in Detroit, but Model 3 misses awards
Tesla might not be a participant in the North American International Auto Show on Monday, but Elon Musk’s presence could still be felt in the event. During the CNET Roadshow Shift Awards, Musk was named as “Disruptor of the Year,” beating out the CEOs of other companies such as McLaren Automotive and Bird, an electric scooter-share startup.
Chris Paukert, executive editor of the auto publication, noted that the Disruptor of the Year award is based on the person who caused the most ripples in the auto industry during the past year. In this sense, there is very little doubt that Musk was the definite choice, considering his well-publicized challenges and successes with the Model 3 ramp, as well as his daring, out-of-the-box strategies that ultimately brought Tesla into the green in Q3.
“This award is all about pushing the industry forward and leaving a lasting impact on the future of the automotive industry. Elon Musk fits that bill to a T. After smoothing out its production process, Tesla once again proved profitable. The Model 3 quickly launched itself to prominence in an already busy segment, and buyers themselves could feel the effects of those launches thanks to its wild Performance variant. Hell, he even made tunnels interesting,” CNET‘s Tim Stevens wrote.
While the auto publication granted Elon Musk an award, though, Tesla’s latest and most disruptive vehicle to date — the Model 3 — was strangely absent from the auto publication’s rankings. CNET Roadshow, for one, awarded the Genesis G70, a car that has received acclaim from critics and consumers alike, as Vehicle of the Year. Finalists for the award were the Jaguar I-Pace and Volvo S60/V60. The award for Cabin Tech of the Year was also granted to Audi’s MMI touch response system, with the finalists being Mercedes-Benz’ MBUX infotainment system and Ram’s Uconnect 12 technology.
That said, Tesla’s technology did make an appearance in the Roadshow Shift Awards’ other categories. Roadshow‘s Driveline Tech of the Year award, for one, was given to Nissan and Infiniti’s variable compression turbo, though finalists included Hyundai’s Kona electric powertrain and Tesla’s all-wheel-drive performance powertrain. Together with GM’s advance trailering system with apps, Tesla’s Navigate on Autopilot update was listed as a finalist in Safest Tech of the Year award as well. Audi’s drive-assistance package, though, ultimately bagged the award for Safety Tech of the Year.
The absence of the Model 3 in the CNET Roadshow Shift Awards is quite notable, considering that the electric sedan has received wide acclaim from professional reviewers, auto veterans like Sandy Munro, and owners alike. Tesla’s UI for its vehicles, which the company develops in-house, is also among the best in the market, with the system at times being compared to Apple’s iOS. As such, it is quite interesting to see Tesla be beaten by legacy auto in areas where it otherwise excels, such as cabin tech.
That said, it’s not like the Tesla Model 3 is being ignored by legacy auto either. Late last month, for example, 30-year auto news veteran and longtime car enthusiast Henry Payne dubbed the Tesla Model 3 as The Detroit News‘ 2018 Car of the Year. This was despite Payne only experiencing the capabilities of a Long Range RWD Model 3, a tamer version of the electric car compared to the range-topping, track-optimized Model 3 Performance. Following the Tesla Model 3 were the Ford Ranger and the Chevy Corvette ZR1, which were listed as the 2nd and 1st runner up for The Detroit News‘ 2018 Car of the Year award.
The past year has been notably impressive for the Model 3. Over 2018, 145,846 Model 3 were sold, despite Tesla being challenged with the electric sedan’s production during Q1 and Q2. With these sales figures, the Model 3 became the United States’ best-selling luxury vehicle, far overtaking its closest rival — the Lexus RX, which sold 111,641 in 2018. Tesla is not done, either, as the company intends to continue the electric sedan’s ramp all the way to 10,000 units per week.
It should be noted that the Model 3 has been showing these impressive numbers despite the vehicle only being available in the United States and Canada. This year, Tesla intends to bring the car to the international stage, starting with Europe and China, both of which represent a potentially lucrative market for the electric sedan. Tesla for one, is reportedly shipping 3,000 Model 3 per week to the European region starting in February. In China, Model 3 reservation holders who have configured their vehicles are expecting deliveries on March or April. By the end of the year, Tesla is set to roll out more affordable versions of the electric sedan to the local Chinese market, thanks to the vehicle production capabilities of Gigafactory 3.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
