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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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Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
