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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.
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.
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.
“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.
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.
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.
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.
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.
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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.
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.
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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.
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.
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.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
