News
Tesla Model S Plaid fire: Strange observations and claims to date
Details about the Tesla Model S Plaid fire on Tuesday are starting to emerge. Similar to other dramatic electric vehicle fires, the details and observations emerging about the Tesla Model S Plaid fire are very interesting.
Accounts of the Model S Plaid fire have been shared by an EMT that reportedly responded to the incident, the chief fire officer for the Lower Merion Township Fire Department in Pennsylvania, and the lawyers representing the Model S Plaid owner.Â
With this in mind, it is pertinent to provide a view of what each party has stated about the incident so far. Going through each statement would potentially make it a lot easier to come up with a legitimate narrative in the future, especially as official investigations into the fire conclude. That being said, here are the accounts that have been shared on the Tesla Model S Plaid fire earlier this week.Â
What happened?
The Tesla Model S Plaid caught fire in Haverford, Pennsylvania on June 29, 2021. The vehicle, which was a Plaid variant based on the remains of its rear badge, was engulfed in flames when fire crews arrived. A Facebook post from the Gladwyne Volunteer Fire Company indicated that two fire engines were deployed for the incident. Firefighters were at the scene for about three hours, though the vehicle was cooled down for almost 90 minutes to ensure that the batteries were safe.Â
“Engine 24 with a crew of 7 arrived on scene simultaneously with Engine 25. Due to prior training classes on Tesla Vehicle Fire emergencies, Engine 24 laid a 5 inch supply line into the scene so that we could keep a continual water stream on the fire to extinguish the fire and cool the batteries down to ensure complete extinguishment. Engine 24 and Engine 25 both deployed hand lines to extinguish the fire, each maintained a dedicated water source and continued to cool the vehicle down for almost 90 minutes. Firefighters were on scene for just over 3 hours dealing with this emergency. Nobody was hurt in the incident, and both crews worked hard in the high heat/humidity to mitigate the incident,” the Gladwyne Volunteer Fire Company wrote.Â
Interestingly enough, this statement, as well as the Gladwyne Volunteer Fire Company’s Facebook post about the Model S Plaid fire has been taken offline. A look at the fire department’s Facebook page and its official website would reveal that the post about the Tesla fire has now been deleted.Â
A First Responder’s Account
As the story of the Model S Plaid fire gained ground, the incident started to attract a lot of attention on social media as well. On Reddit, u/wilyson, who claimed to be an EMT who responded to the fire, noted that the report they received about the incident was downright strange. According to the EMT, the person who reported the fire stated that the car was driving uphill without an occupant while it was ablaze. The owner was reportedly nowhere to be found. This was a rather dramatic image, and it promptly fueled speculations among the anti-EV crowd about “self-driving” cars catching fire.Â
Quite understandably, the EMT noted that he could not provide many details as the police are not releasing more information yet. That being said, the EMT later noted that car fires are very common and that electric vehicles are actually incredibly safe. Â
The Fire Chief’s Account
As noted in a CNBC report, chief fire officer for the Lower Merion Township Fire Department in Pennsylvania Charles McGarvey stated that the Tesla Model S caught fire on Tuesday while the driver was still at the wheel of the vehicle. According to the fire chief, firefighters eventually removed the Model S Plaid to a complex to safely store it overnight. The vehicle’s owner had since taken the remains of the vehicle from the facility, as per McGarvey, and will have the car investigated independently to determine the cause of the blaze.Â
-
The fire chief also stated that his teams had been in touch with Tesla and that some information about the incident should be made public soon. A National Highway Traffic Safety Administration spokesperson also noted that it was aware of the incident and that it is now in touch with relevant agencies and Tesla to gather more information about the fire. “If data or investigations show a defect or an inherent risk to safety exists, NHTSA will take action as appropriate to protect the public,” the NHTSA spokesperson said. The NTSB is not conducting an investigation to date.
The Lawyers’ Account
The Model S Plaid owner’s lawyers, Mark Geragos of Geragos & Geragos in Los Angeles, and Jason Setchen of Athlete Defender in Miami, have since mobilized to share details about the incident as well. In a statement to CNBC, the attorneys stated that the Tesla owner initially noticed smoke coming from the back of the Model S Plaid. Following this, the owner reportedly tried to unlock and open the vehicle’s doors, but he ended up having to force his way out of the car as the locks seemed to malfunction. The lawyers noted that after the Tesla owner left his car, the Model S began to move on its own while flames engulfed it.
Geragos Global attorney Ben Meiselas later posted a tweet sharing an image of the burning Model S. As per the lawyer, “Our firm & @AthleteDefender represent an exec who purchased new Tesla Plaid Model S, which was 1/250 shipped. On Tuesday it spontaneously combusted. Our client was trapped & could have died. We tried reaching out to Tesla & have been ignored so far. This is car after escape.”
Interesting (and strange) details
Overall, the Model S Plaid fire in PA features a number of interesting accounts that may not necessarily line up perfectly. The EMT that initially shared details about the incident mentioned that the Model S owner was nowhere to be found. The lawyers, on the other hand, shared an image reportedly taken immediately after the owner escaped, suggesting that the Tesla owner was on the scene of the blaze. As per the Model S Plaid’s Owner’s Manual, the vehicle is also equipped with a manual door release that should make it easy for occupants to vacate the car in case of an emergency. This seems to be a bit overlooked by the owner’s lawyers, who noted that their client was trapped inside the car.Â
Of course, the idea of a car driving on its own uphill while being engulfed in flames is quite strange, considering that neither Tesla’s Autopilot nor Full Self-Driving suite have such features. The only function that may have worked similarly is Smart Summon, but the vehicle was burning on a public street, an area where Smart Summon should have been unavailable.
We’ll definitely keep a pulse on this incident, as well as any details that may emerge as investigations go on, so do keep Teslarati on your radar as we follow developments in this event.
Do you have anything to share with the Teslarati Team? We’d love to hear from you, email us at tips@teslarati.com.
-
-
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
SpaceX is coming for wireless giants with Starlink Mobile
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
