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Tesla Model 3-based ventilator critiqued by ICU nurse: “Very good job…well done.”
An Anaesthetics and Intensive Care Unit (ICU) nurse recently broke down Tesla’s video of its in-house ventilator system that is made from Model 3 parts.
YouTuber Chris Vanderstock is a nurse by trade and holds over 20 years of experience in a medical setting. His resume includes years of administering patients with real-life medical conditions anesthesia before surgeries and providing them with air via the operation of a manual resuscitator. Vanderstock has plenty of experience with critical care ventilators and how they operate making him a prime candidate to give Tesla’s engineering team relevant feedback toward its newly designed machine.
Vanderstock was initially impressed with Tesla’s utilization of its vehicle parts to create an efficient ventilator. “I reckon a good two-thirds of this ventilator is from existing parts that Tesla already has,” the veteran nurse said. After listing the parts that will be included in the ventilator, like the Model 3’s display, Vanderstock gave his kudos to the Tesla team. Tesla’s goal was to use primarily parts that it knew for reliability purposes, as well as not take away any parts from the medical community who are already struggling with providing hospitals with ventilators, to begin with.
The mixing chamber that is responsible for combining several gases to create breathable air for a patient who is having trouble breathing is a critical part of a ventilator. Along with the mixing chamber, several pressure monitors, along with volume sensors that will provide the patient with the correct levels of oxygen, are included in the Tesla ventilator. Vanderstock noted that this is one of the most crucial parts of a ventilator, as too much air into the lungs can overinflate them, causing more damage than there was initially. Tesla nailed this, according to Vanderstock. “Kudos to these guys.”
Perhaps one of the most exciting portions of the Tesla-made ventilator is the use of two filters, one on the patient end where air is distributed to a patient’s lungs, and one on the machine end, where the virus will be displaced as the patient exhales. This double-filter feature is a notable part of ventilators from Medtronic, a company that Tesla has been in talks with since late March. Vanderstock says the ventilator’s machine-end filter is crucial to keeping healthcare workers safe, as a non-filtered machine end could lead to the virus being spread to those in the room.
The only concern Vanderstock had about the ventilator was how Tesla planned to warm and humidify the oxygen that will go to a patient’s lungs. “When you are thinking about how we breathe, our nose, the turbinates, the structures behind your mouth, going down your trachea into your lungs, are all being warmed…by your blood supply. As air travels down, it gets warmed on the way, and obviously, you’ve got the mucosal layers that’s sending in a bit of moisture as well,” he remarked.
One of Vanderstock’s favorite features is the inclusion of the Model 3 dash screen that will display information like pressure and oxygen concentration to medical professionals. “The innovative infotainment system could potentially help patients. Very good job at Tesla, well done,” he said.
All in all, Vanderstock is exceptionally impressed with Tesla’s ability to create a ventilator that has such an effective manner in a short amount of time. “Nonetheless, great first effort,” he said.
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While the machine will still have to pass through Food and Drug Administration (FDA) regulations, he believes this process could be expedited as ventilators are needed on the front lines of hospitals in some of the United States’ most prominent cities.
CEO Elon Musk has stated that ventilators, whether they are purchased or manufactured by Tesla, will be available for free with worldwide shipping as long as the hospital requesting the machines is in immediate need of them. Musk has already made over 1,200 donations to Los Angeles and New York City hospitals as the COVID-19 pandemic is expected to reach its peak this week, according to U.S. Surgeon General Jerome Adams.
Watch Chris Vanderstock’s breakdown of the Tesla Ventilator below.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
