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Is Tesla Motors disruptive or disturbing?

Tesla Motors stands out in many ways, leaving many wondering how disruptive is it and how disturbing it is for corporations. One thing is for certain, Tesla reflects a need in society, that of a deep fundamental change. The problem is, are giant corporations ready for this change and can they adapt?
To disrupt, or not, that is not longer the questions.
Tesla Motors disrupts and irritates the way corporations operate. Elon Musk and Martin Eberhard didn’t invent the wheel, they both used what entrepreneurs are best at, that of asking what is needed. They wanted a cool and fun car that didn’t use dirty polluting petroleum. They went to see what AC Propulsion was working on with their incredible t-zero, the grandfather of the Roadster and the Tesla Roadster born soon after.
Tesla Motors didn’t reinvent the wheel, but disrupted the automotive world by using old and tested technologies, an electric motor and off the shelf batteries. On the flip side, automakers build vehicles with planned obsolescence and constant maintenance, which perpetuate a thriving cash flow through after market and distribution. Tesla introduced an electric car that required close to no maintenance, sold directly to buyers who choose to buy it or not. That was the disruptive part, now let’s look at the disturbing part for automakers.
Steady as she goes down the drain.
We often fault carmakers for everything wrong in the automotive industry, but their worn out business model that won’t adapt to our fast changing needs is really what is wrong. The biggest mistake they made was to over-rely on the market it created in the first place. It simply didn’t see the electric car technology progressing faster than their gasoline one and doubted this new market was ready. They simply didn’t understand people want a real fundamental change, which means taking a step back from bottom line profits.
The Tesla Motors business model frightens established companies because it operates outside their reality and shifts the emphasis back to the consumer. We can debate how much hype there is around a Roadster and a Model S, but fundamentally, one either buys cars because of its superior performance over a gasoline car, or because of the freedom of energy use, with its convenience and reliability and finally, or because it just darn changes things a lot.
Now flash back to the post 2008 era, when the financial world was partying as if there were no tomorrow and carmakers sued any states imposing better fuel economy. Carmakers perpetuated the belief we wanted cars with more cup holders than we truly needed, and favored creature comforts over performance and evolution. The advent of the electric wrestled that grip on the lulled market away from them, the way only a silicon valley startup could with its different business model.
Who’s disturbing now?
So, who’s disturbing now? When we look back in time, almost all big corporations were at one point disruptive. AT&T gave us Unix, Microsoft gave us the potential of the personal computer, but we certainly can’t call them disruptive anymore. They are disturbing in the fact they no longer innovate, but stubbornly pursue a path of pure profitability. Unfortunately, Apple is also following the same trend. The company once famous for stellar customer service and extremely well made computers is now more focused on profits than innovations. It’s Apple store is no longer fun to visit, and manufacturing problems are happening often.
It doesn’t take much extrapolation to see that one day too, Tesla Motors will be in the same situation. Are there exceptions? Certainly IBM made the right change. After decades of focusing on manufacturing, it made the boldest move to go back to consulting. Look at where IBM is now, and compare it to other personal computer makers. So what can companies learn from newer players and what can newer players learn from older companies having come full circle?
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Tesla Robotaxi has already surpassed Waymo in this key metric
Tesla Robotaxi has already overtaken Waymo in Austin in one key metric, but there’s still more work to do.

Tesla Robotaxi has already surpassed Waymo in one extremely important key metric: size of service area.
Tesla just expanded its service area in Austin on Monday morning, pushing the boundaries of its Robotaxi fleet in an interesting fashion with new capabilities to the north. Yes, we know what it looks like:
🚨 Tesla’s new Robotaxi geofence is…
Finish the sentence 🥸 pic.twitter.com/3bjhMqsRm5
— TESLARATI (@Teslarati) July 14, 2025
The expansion doubled Tesla Robotaxi’s potential travel locations, which now include the University of Texas at Austin, a school with over 53,000 students.
The doubling of the service area by Tesla has already made its travel area larger than Waymo’s, which launched driverless rides in October 2024. It became available to the public in March 2025.
According to Grok, the AI agent on X, Tesla Robotaxi’s current service area spans 42 square miles, which is five square miles larger than Waymo’s service area of 37 square miles.
Tesla Robotaxi (red) vs. Waymo geofence in Austin.
Much can be said about the shape… but the Robotaxi area is now ~3.9 mi² (10 km²) larger than Waymo’s!! pic.twitter.com/dVfh2ODxJC
— Robin (@xdNiBoR) July 14, 2025
The service area is one of the most important metrics in determining how much progress a self-driving ride-hailing service is making. Safety is the priority of any company operating a ride-hailing network, especially ones that are making it a point to use autonomy to deploy it.
However, these companies are essentially racing for a larger piece of the city or cities they are in. Waymo has expanded to several different regions around the United States, including Arizona and Los Angeles.
Tesla is attempting to do the same in the coming months as it has already filed paperwork in both California and Arizona to deploy its Robotaxi fleet in states across the U.S.
As the platform continues to show more prowess and accuracy in its operation, Tesla will begin to expand to new areas, eventually aiming for a global rollout of its self-driving service.
News
Tesla Megapacks arrive for massive battery replacing coal plant
Tesla Megapacks have started arriving on-site to the Stanwell Battery Project, just as Queensland prepares to wind down the Stanwell coal plant.

The first of over 300 Tesla Megapacks have arrived to the site of a massive battery energy storage system (BESS) being built in Australia, dubbed the Stanwell Battery Project after a coal plant it’s set to replace.
In a press release last week, the Stanwell Battery Project announced that the first Tesla Megapack 2XL units had arrived to the site, which is located outside of Rockhampton in Queensland, Australia. The project will eventually feature 324 Megapack units, set to arrive in the coming months, in order to support the 300MW/1,200MWh battery project.
“The Stanwell Battery is part of the diversification of our portfolio, to include cleaner and more flexible energy solutions,” said Angie Zahra, Stanwell Central Generation General Manager. “It is just one part of the 800 MW of battery energy storage capacity we have in our pipeline.
“Capable of discharging 300 MW of energy for up to four hours (1,200 MWh), our mega battery will be one of the largest in Queensland.”

Credit: Stanwell
Did you know Tesla’s Lathrop facility churns out a Megapack every 68 minutes? That’s enough energy to power 3,600 homes for an hour per unit! ⚡️ pic.twitter.com/bG6fpHkB9O
— TESLARATI (@Teslarati) June 11, 2025
READ MORE ON TESLA MEGAPACKS: Tesla Lathrop Megafactory celebrates massive Megapack battery milestone
The state is working with government-owned company Yurika to facilitate construction, and the process is expected to create roughly 80 jobs. The project is expected to come fully online in May 2027, with initial commissioning of the Megapacks aiming for November 2025.
The Stanwell Battery is set to replace the nearby Stanwell coal generation plant, which the government is planning to wind down starting in 2026 as part of efforts to reach an 80 percent renewable energy generation ratio by 2035. Meanwhile, the government is also set to begin winding down the Tarong and Callide coal plants, while several other Megapack projects are being built or coming online. o ya
Tesla currently has two Megapack production facilities, located in Lathrop, California, in the U.S. and another that came online earlier this year in Shanghai, China. The Shanghai Megafactory shipped its first units to Australia in March, while both factories are expected to be capable of producing 10,000 Megapack units per year upon reaching volume production.
News
The Tesla Diner is basically finished—here’s what it looks like
The company first broke ground on the Diner, Drive-in, and Supercharger location in September 2023. Now, it has served one of its first internal customers.

Tesla has finally completed the construction of its highly anticipated Diner, Drive-in, and Supercharger in Los Angeles, and recent photos of the interior’s “retro-futuristic” style are making their way around the internet.
X user Brad Goldberg shared photos from the Tesla Diner site last Tuesday, depicting some of the Supercharger stalls, indoor and outdoor seating areas, multiple neon lights, and even an Optimus robot. Goldberg also noted that there had been a “flurry of activity on site” while he was snapping the photos last week, suggesting that the restaurant location could be getting close to opening.
The Tesla Diner also served one of its first internal customers in the past few days, as Elon Musk posted on X on early Monday morning that he had just finished up eating a meal at the site:
I just had dinner at the retro-futuristic Tesla diner and Supercharger.
Team did great work making it one of the coolest spots in LA!
The photos also show that the site is pretty much done, with some of them even showing vehicles charging at the charging stalls.
You can see some of the latest photos of the Tesla Diner below.

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: BradGoldbergMD | X

Credit: TeslaKing420 | X

Credit: TeslaKing420 | X

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)

Credit: Brad Goldberg (via Sawyer Merritt on X)
READ MORE ON TESLA’S LA DINER: Tesla readies Drive-In Diner Supercharger for launch with app inclusion
When will the Tesla Diner open to external customers?
While it’s still not open to external customers yet, the news again suggests that the company could be close to an official opening date. Tesla first broke ground on the Diner in September 2023, after receiving a wave of building permit approvals throughout that year. Teslarati also covered much of the construction progress throughout last year, including when crews installed the first and second drive-in screens.
Located at 7001 West Santa Monica Boulevard, the idea was first discussed in 2018 by Musk and a few others on Twitter, featuring 1950s rock and roll, waiters on roller skates, and drive-in movie theater screens playing clips from some of history’s best movies. Notably, the photos of the front doors also show that the site will be open 24 hours a day, 7 days a week, whenever it does end up opening.
Tesla’s progress on Supercharger with diner, drive-in seen in aerial footage
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