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Tesla plays chess with good faith and open source
In our last article, we talked about who would benefit from opening some of Tesla Motors’ intellectual property (IP) to other manufacturers. The idea is that any electric vehicle (EV) could use the company’s charging protocol. The more we read into what Elon Musk revealed, the more the strategy becomes worthy of a very good chess game.
To open or not to open, that is the question.
“Tesla will not initiate patent lawsuits against anyone who, in good faith, wants to use our technology.” These words are rarely, if seldom, heard in the automotive industry. The real question is one of interpretation. What does Musk mean by “good faith”?
Elon Musk often says it is important to accelerate the adoption of EVs globally and in order to do this, carmakers must play well together. Almost everyone would agree to this. Only company lawyers and head of engineering teams fearing the far reaching implications would disagree. Technically, Tesla owns about 200 IP related to its battery management charging protocols, which would mean making sure everyone abides by the rules.
History is the best teacher
A quick look at history shows us most companies have not played well in the past. Sure, Tesla Motors is a new company and we can even call it Business 3.0, but opening protocols in the past usually meant interpretations and lengthy lawsuits. Open protocols are embraced and often interpreted to facilitate a specific platform, defeating the original purpose of interoperability and ending up in court. Opening protocols to other powerful companies means you need to define what “good faith” means.
There is Open Source and there is “open source”
Open Source means everything is open under the hood and anyone can modify, and redistribute it. Obviously, this wouldn’t work for Tesla if a carmaker decided to clone a Model S. Open Source only works for specific modules, usually core programs, such as those powering an infotainment systems or those regulating battery management and inverters.
By saying: “We must work together” and taking the first steps towards that,
Tesla continues to polish its endearing image, shows it is a serious trend-setter, but best of all, it forces companies to react.
By opening the doors to your secret, you invite others to accept, or reject. How will GM react? What will Ford do? And will Toyota brush this off? Many companies might agree and consumers would win with an open shared protocol. that could become de facto. They could also choose to resist and face the negative image consequences. They might even want to try to band together and form their own shared IP protocols. However, we’ve seen how poor carmakers have been at that game in the past.
We should applaud Tesla Motors for taking such a bold leap forward and smile at the way it delivered this strategy putting companies on the defensive. Tesla plays an excellent chess game and continues to push other carmakers to react beyond their comfort zone. Opening your IP is as close to a checkmate in this industry. No matter how the competition chooses to react, it will boost Tesla’s image in the eye of the public and show that Tesla has gained enough momentum, even with less than 1% of a car segment to make great waves. We will keep a close watch to see how the industry reacts to this brilliant Tesla chess move.
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Elon Musk has updated his timeline for when humans will walk on Mars and for when ships will simply get there.
The objective of getting to Mars has been one of Musk’s biggest goals since becoming a serial entrepreneur and realizing that time on Earth is limited. Musk has said several times he hopes to die on Mars, and not by impact.
Musk now believes that people will be on Mars in “roughly 5 to 7 years.” He said that a Mars lander will get there “a few years sooner.”
People on Mars in roughly 5 to 7 years.
Mars lander a few years sooner.
— Elon Musk (@elonmusk) July 29, 2026
The response from Musk comes after NASA Administrator Jared Isaacman said that SpaceX’s biggest priority is the Moon and not Mars. Because of this, Isaacman conceded that he believes nuclear power and propulsion investments will provide “potentially the pathway with the fewest miracles required to put four people on Mars in the next 10 to 15 years.”
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Of course, this is what NASA can do through taxpayer funding and nuclear investments, he added.
Musk’s grand ambitions are much more optimistic than most, and it is certainly a double-edged sword. This is not the first time timelines for Mars have been somewhat lofty, especially to those normal thinkers like you and me, not super geniuses like Musk.
In fact, the SpaceX and Tesla frontman has said on at least a dozen occasions that we could be on Mars in the coming years. Musk said 2020 would be the big year as early as 2009. In 2020, he was “highly confident” of a landing in 2026, and had even said 2024 in a best-case scenario.
The point is, the range has varied, and it’s anyone’s guess when we’ll get there. This latest adjustment to the timeline is typical of Musk, and while the Moon has seemingly taken priority over Mars, it is still worth mentioning that the ultimate goal is to make life multiplanetary, and it starts potentially with the Red Planet.
SpaceX (NASDAQ: SPCX) got an absolutely crazy price target rating from Raymond James after the company experienced a tough first few weeks following its Initial Public Offering (IPO).
Despite the tumultuous start, SpaceX has plenty of believers, and the company’s massively successful Starship launch last Friday, its 13th test flight of the massive rocket, went so smoothly that Raymond James analysts pushed its price target on the company to roughly 7 times its current trading level.
SpaceX Starship just nailed something it’s never done before
The firm officially put a “Strong Buy” rating and an $800 price target on the stock. It currently trades at around $113. Its all-time high is $225.64, reaching this trading level shortly after shares first went public.
Raymond James’ price target is tied to the firm’s confidence after Starship’s 13th test flight. Analysts at the firm said it was an incremental step that reduces engineering risks, citing the widely successful heat shield test that CEO Elon Musk recently detailed, the smooth deployment of Starlink V3 satellites, and a successful in-space engine relight.
SpaceX also managed to see Starship splash down safely in the Indian Ocean, while the Super Heavy Booster fell down to the Gulf of America with no incidents.
It is interesting to see these launches have such a tremendous impact on the stock and what investors think of it. After SpaceX initially delayed the Starship launch last week, shares fell tremendously. Most probably did not realize that the stand-down is a standard practice, especially if everything is not perfect.
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The mission was initially aborted due to an issue with Raptor engines. This was resolved, and Starship launched last Friday after another delay on Thursday, which was caused by weather.
Now that analysts have seen what SpaceX launches are capable of and how impressive the feat is, firms are adjusting their price targets accordingly, making it known that they have high expectations for the space exploration company.
Tesla CEO Elon Musk has responded to reports that Volvo is officially discontinuing the LiDAR sensor on two of its cars.
Volvo announced that it would officially scrap LiDAR systems on its EX90 and ES90 vehicles in various markets. In Norway, owners will get a €1,800 compensation for features that will never arrive due to this decision. There will be no option to remove the unit from vehicles, either.
The issue stems from Volvo’s supplier, Luminar, and its bankruptcy filing. Luminar will no longer be able to supply LiDAR units to Volvo for the EX90 and ES90, effectively axing any use the unit has on vehicles. Volvo will phase out the data collection processes via the LiDAR system, and it will not be utilized whatsoever.
Musk saw the story on X and responded, stating:
“I did try to warn them. Humans drive using neural nets and optical sensors. Same is true for robot cars.”
I did try to warn them.
Humans drive using neural nets and optical sensors. Same is true for robot cars.
— Elon Musk (@elonmusk) July 29, 2026
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Musk has been publicly vocal about his disdain for LiDAR systems, once calling them “a fool’s errand,” as he has consistently kept the outlook that they are not needed for effective self-driving.
The typical example used as evidence for this by Musk is humans themselves: made with only eyes and memories, humans are capable of navigating a car by using what they can see and what they’ve personally experienced on the road.
Elon Musk argues lidar and radar make self driving cars more dangerous
“Same is true for robot cars,” Musk says, as Teslas have eight exterior cameras that help see everything surrounding the vehicle, and a neural network that analyzes behavior and tendencies with every mile driven.
Tesla is a vision-only self-driving company that ditched sensors and radar several years ago in favor of cameras. Behind this effort, the company has established a reputation for having one of the most robust self-driving platforms in the world.
Musk’s big bet with Tesla on its self-driving program’s strategy has widely paid off. Other companies continue to utilize things like LiDAR, radar, and sensors for effective self-driving, but Tesla has shown that there is more than one way to give consumers a strong and accurate driver assistance suite.
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The real question is: who will be the first company to take Musk’s advice and attempt a self-driving platform based on cameras only, or even license FSD for themselves?
Elon Musk updates the SpaceX timeline for Mars
SpaceX gets an absolutely crazy price target after rough IPO
