Back when the Model 3 was unveiled, Tesla immediately attracted a good amount of criticism over the vehicle’s design. Arguments against the all-electric sedan were many, with arguments being presented against its utilization of a single 15” center display and its hyper-minimalistic interior. The vehicle’s glovebox, which could only be opened through the touchscreen, also attracted its own fair share of eyebrows.
‘Crazy’ and ‘Impractical’ Ideas
To a good number of car enthusiasts, the idea of a glovebox that can’t even be opened manually was insane. Practically all vehicles in the market, from affordable econoboxes from Japan to luxury cars from Germany employ a manual latch for the glovebox, after all. It was something that was so simple, so traditional, and here Tesla was stubbornly refusing to follow along.
It would be pretty easy to put a manual latch on the glovebox, so Tesla’s insistence on an electronically-operated mechanism seemed almost like hubris on the EV maker’s part. Tesla did roll out changes to the Model 3’s glovebox, such as a feature that automatically opens the storage area in the event of a crash. This was rolled out following an incident where a Model 3 was involved in an accident that shattered the 15” display, giving the driver a very difficult time accessing the vehicle’s title and insurance papers.
Over the years, Tesla has added numerous features to the Model 3. These include Sentry Mode, which actively monitors a vehicle’s surroundings, and TeslaCam, which acts as a built-in dashcam for the all-electric sedan on the road. The videos were saved on a flash drive that drivers would need to insert into the front USB port of the Model 3. The feature is incredibly useful, though it requires some work on the part of Tesla’s customers. This was perhaps the reason why the use of features like Sentry Mode and TeslCam are not universally used by drivers. This may change soon with the introduction of the 2021 Model 3.
Pieces of a Puzzle
For the Model 3 “refresh,” Tesla introduced a number of key updates, from a new center console and new Aero Wheels to new headlights. Minor updates were also introduced, such as a USB port inside the glovebox. A video from Hong Kong featuring a 2021 Model 3 further revealed that the USB port inside the glovebox already has a 64 GB flash disk in it. This incredibly minor change, which almost feels like an afterthought considering the Model 3’s major updates, makes features like Sentry Mode and TeslaCam much easier to use.
This makes the Model 3 more secure as well, as even thieves that are familiar with Teslas will no longer have any way to access the flash drive that contains the vehicle’s video recordings. Prior to the “refresh,” thieves could simply rip out the flash drive that holds Sentry Mode’s recordings, which is quite unlikely but still plausible. This will no longer be true with the 2021 Model 3, especially as Tesla has already added an extra layer of security in the form of “Glovebox PIN,” which was previously released through an over-the-air software update.
What is quite remarkable is that these improvements would not work as well as they do now if Tesla had included a manual latch for the Model 3’s glovebox. It was difficult to see the point behind Tesla’s stubborn refusal to include something as simple as a physical glovebox latch during the vehicle’s initial launch and release, but it appears that the feature, or lack thereof, was something that would be useful years into the vehicle’s release.
The Long Game
This is something that has become much of a theme in the Tesla story. The company or its CEO does something, and critics pounce on the opportunity to squeeze in a few shots. Products are rolled out and improved through over-the-air updates, and before the dust settles, Tesla and Elon Musk’s once-controversial strategies end up making sense. This was the case with the Model 3’s glovebox, and it would likely be true for other controversial aspects of Tesla’s vehicles as well, such as the Cybertruck’s design and novel features.
Ultimately, this tendency could very well be explained by the fact that Tesla simply looks farther ahead than any of its critics. Tesla skeptics may focus on what the company is doing now, or the state of its products today, but Elon Musk and his team are always looking into the future. This may very well be the reason why even Wall Street analysts seem to have a difficulty understanding Tesla’s business. Just recently, for example, Morgan Stanley upgraded TSLA stock to an “Overweight” rating. According to the financial firm, this is due to Tesla’s business expanding from carmaking to other segments such as software. This is something that longtime TSLA bulls have been highlighting for years.
What is rather interesting is that Tesla may continue to confound skeptics for years to come. Just like the Model 3’s glovebox, the company is still rolling out strategies and products that don’t make sense for skeptics, such as the FSD beta and features like Smart Summon. A look at Autopilot’s subpar scores in tests from organizations such as Consumer Reports highlight this point. Yet just like the humble Model 3 glovebox, perhaps features like Summon could serve a higher purpose years down the road.
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
