News
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.
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
