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Tesla is on a runaway freight train headed towards the utility industry

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Tesla’s vision of the future is a world energized by solar and chaperoned by electric powered autonomous transportation, but the company’s overarching goal is to break our dirty fossil fuel habit. “The point of all this was, and remains, accelerating the advent of sustainable energy, so that we can imagine far into the future and life is still good. That’s what ‘sustainable’ means. It’s not some silly, hippy thing — it matters for everyone.

“By definition, we must at some point achieve a sustainable energy economy or we will run out of fossil fuels to burn and civilization will collapse. Given that we must get off fossil fuels anyway and that virtually all scientists agree that dramatically increasing atmospheric and oceanic carbon levels is insane, the faster we achieve sustainability, the better.”

The new plan reminds us that #4 on the original Master Plan was to “Provide solar power. No kidding, this has literally been on our website for 10 years.”

And just how does the irrepressible Mr. Musk expect to do that? Simple. “Create a smoothly integrated and beautiful solar-roof-with-battery product that just works, empowering the individual as their own utility (emphasis added), and then scale that throughout the world. One ordering experience, one installation, one service contact, one phone app.” A new development near Melbourne, Australia dubbed “Tesla Town” because it integrates solar panels with Tesla Powerwall battery storage units may offer a preview of the future.

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Suburb dubbed “Tesla town” in Australia will have solar, Tesla’s Powerwall and EV charging in every home.

What Musk is proposing is nothing less than a complete reboot of how the world gets and uses electricity. That simple idea immediately puts in jeopardy trillions of dollars the world’s utility companies have invested in generating plants and grid infrastructure. They are not going to watch their investment evaporate without a fight.

In fact, the first skirmishes in the coming solar power war are already taking place. Warren Buffett’s NV Energy has gotten the Nevada Public Utilities Commission to impose draconian new fees on rooftop solar power. They are so onerous that they make rooftop solar no longer commercially viable within the state. SolarCity earlier this year ceased operations in Nevada — which has an abundance of solar energy available to it. More than 500 employees in Nevada were let go.

Switch, one of the world’s largest data center operators has recently filed suit in Nevada alleging fraud and collusion between the PUC and NV Energy. The local utility’s opposition to solar power is intense and is an indication of how far entrenched interests will go to hold on to their fiefdoms.

If Tesla thought it had a fight on its hands with franchise dealer groups, that is child’s play compared to the forces the utility industry is prepared to bring to bear against the idea of individuals making and using their own solar power. The desire to create one company that makes electric vehicles and the means to harvest the energy to operate them is behind Tesla’s recent proposal to purchase SolarCity in a $2.8 billion stock deal. Musk made explaining the need for the merger an important part of the new Master Plan.

“We can’t do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate companies. That they are separate at all, despite similar origins and pursuit of the same overarching goal of sustainable energy, is largely an accident of history. Now that Tesla is ready to scale Powerwall and SolarCity is ready to provide highly differentiated solar, the time has come to bring them together.”

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Some quibble that Musk’s grand schemes take too long to mature. They sit back and feel secure in the knowledge that time is on their side. It’s not. Trying to resist his initiatives is like trying to hold back the tide. Just look at the havoc his tiny company that has never made more than 100,000 cars in a year has created in the boardrooms of companies that sell millions of vehicles. They are all scrambling to catch up with Tesla. The fact that the Model 3 has nearly 400,000 pre-orders is testament to the power of Musk’s vision.

The notion that utility companies need monopoly status to survive has been ingrained in our culture since the days when Thomas Edison and George Westinghouse were creating the first utility grids. It’s an idea that has served the industry well. But like franchise dealer laws, it is now out of date. If Musk gets his way, it will soon be little more than an anachronism — like the internal combustion engine.

"I write about technology and the coming zero emissions revolution."

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Tesla piggybacks recent Supercharger feature with update that takes it further

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Credit: Tesla

Tesla has introduced an enhanced visualization in its Supercharger navigation system, building directly on the Site Maps feature rolled out a few months ago.

This latest software update adds detailed 3D icons that represent specific vehicle models parked at charging stalls, offering drivers a more precise view of site occupancy and layout.

The Site Maps debuted in Tesla’s 2025 Holiday Update, providing 3D overviews of select Supercharger locations with real-time stall availability.

Tesla supplements Holiday Update by sneaking in new Full Self-Driving version

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Drivers could see which spots were open, occupied, or out of service when navigating to supported stations.

Now, the system takes this capability further by rendering accurate representations of Tesla vehicles, including distinctions between models such as the Model 3, Model Y, Model S, Model X, and Cybertruck. These icons appear as lifelike 3D renderings, complete with recognizable shapes and proportions that match the actual cars charging at the site:

This refinement improves the user experience during road trips and daily charging stops. As drivers approach a Supercharger, the navigation display now shows not just generic occupied markers but identifiable vehicle types plugged into each stall.

Blue indicators highlight active charging sessions, while other visual cues denote availability or maintenance status. The feature integrates seamlessly with the existing map interface, allowing quick assessment of the best available spot based on vehicle size and positioning.

Tesla continues to expand the availability of these detailed Site Maps across its global network. Initially piloted at a limited number of locations, the rollout has progressed steadily, with more stations gaining support in recent software versions.

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Owners benefit from better planning, as the system helps identify compatible stalls and reduces uncertainty upon arrival. The update reflects Tesla’s ongoing commitment to refining its navigation and charging ecosystem through iterative software improvements.

In addition to model-specific icons, the enhanced maps maintain all prior functionalities, such as integration with nearby amenities and energy usage predictions. This ensures a comprehensive tool for efficient Supercharging.

As Tesla’s fleet grows and the network scales, such features play a key role in optimizing the overall ownership experience. Future updates may extend similar visualizations to additional sites and incorporate even more data points for drivers.

With this piggyback enhancement, Tesla demonstrates how small but thoughtful additions can elevate an already useful tool, making Supercharger visits smoother and more informed for its customers. The company is expected to broaden the feature’s reach in upcoming releases, further solidifying its leadership in EV charging infrastructure.

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Tesla Full Self-Driving v14.3.3 driver monitoring: We tested it

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Credit: TESLARATI

Tesla Full Self-Driving v14.3.3 driver monitoring was reportedly scaled back in recent releases, but a new version that was released in the early hours of June 3 aimed to do a better job of keeping those in control of their cars honest, according to release notes.

The release notes for FSD v14.3.3, via Software Version 2026.14.6.7 added:

“Improved driver monitoring system sensitivity with better eye gaze tracking, eye wear handling, and higher accuracy in variable lighting conditions.”

However, Tesla said this was already enabled in the first rollout of FSD v14.3.3 in late May. We tested it anyway, especially as the Standard Speed Profile seemed less-than-worried about what you were doing during operation.

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I decided to try out the Hurry and Mad Max Speed Profiles for this test, and it gave me results that I would have expected. Tesla has evidently ramped up driver monitoring based on the Speed Profile you are using to travel.

The more aggressive the Speed Profile, the more on the hook you will be for taking your attention away from the road. Our testing showed that Mad Max was less likely to allow you to do normal things like change music or adjust navigation without getting an on-screen warning or nag from the driver monitoring system.

Hurry Mode Results

On Hurry, the driver monitoring system on FSD v14.3.3, via Software Version 2026.14.6.7, was more restrictive than Standard but less restrictive than Mad Max. I found that I could scroll through music options for a considerable amount of time, more than 30 seconds:

Standard gave me about 80 seconds of phone scrolling with absolutely no nags or warnings in a previous test. It is worth noting that this was a previous branch of v14.3.3, but Standard is such a goodie-two-shoes on the road that it is my impression it would not change much.

Mad Max Results

I spent the majority of the drive on Mad Max to see how it truly reacted to the driver having their attention elsewhere. While I did do a short phone test, I am aiming to steer away from those and use the center screen. I think it is a valid criticism that the phone test is dangerous and, not to mention, illegal in Pennsylvania. Changing the navigation and music is a more reasonable, more responsible, and safer test.

With Mad Max being the fastest and most aggressive Speed Profile, I anticipated this being the quickest mode to give me an alert that I needed to look at the road. That was the case with music:

As well as adjusting Navigation, when I received two nags:

These nags were more than reasonable, and I think it’s probably good that Tesla is ramping up the driver monitoring. I do believe that it should be relatively strict across all of the Speed Profiles, especially with phone use. When using the center screen, the nag intervals should be based on the speed profile you are utilizing at the time.

These driver monitoring adjustments are a great thing to have while FSD is still under its “Supervised” moniker, but I expect Tesla to continue pushing the limits on what it will allow, especially considering CEO Elon Musk has hinted that phone use is capable with the more recent versions.

You can watch the full drive on YouTube below:

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Tesla responds to Robotaxi skeptics with a massive move in Austin

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Credit: @AdanGuajardo/X

Tesla has responded to the skeptics of its Robotaxi program by launching a massive expansion of the unsupervised program in its initial rollout city of Austin.

The company’s geofence, the enabled area of operation for rides, now covers the entire Austin Metropolitan area, an incredible move just days after media headlines attempted to discredit the ride-hailing service.

Those who have access to the Tesla Robotaxi app on their smartphones can now request a ride in any portion of the Austin Metro area. The company confirmed this on the social media platform X:

This is Tesla’s fifth expansion of the geofence, with the others occurring in July, early August, late August, and late October 2025. It has remained at that size since October 26, but Tesla has now more than doubled that size.

It is now covering the entire area, including suburbs like Pflugerville and Manor, as well as I-35 highways, Gigafactory Texas, and the Austin-Bergstrom Airport.

The move comes just days after various media outlets highlighted the small fleet size of Tesla’s Robotaxi fleet in Austin, something that is a reasonable criticism but an understandable move on the company’s part to prioritize safety.

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Tesla expands Robotaxi geofence, but not the garage

Tesla has expanded its Robotaxi geofence many times, but its fleet has remained at a relatively conservative size as the company continues to push safety as its most crucial metric.

The latest expansion is a key indicator of Tesla’s comfort level to expand the ride-hailing service. The move shows Tesla is scaling unsupervised autonomy, as it demonstrates that the company’s Full Self-Driving system has reached sufficient reliability for a broader real-world deployment, which is something the company has worked on extensively.

It also shows Tesla is game for a competition with its rivals in the autonomous ride-hailing sector. Tesla has often matched or exceeded competitors like Waymo in coverage area, despite its smaller fleet. This step highlights Tesla’s iterative, data-driven progress toward a high-margin, app-based Robotaxi network.

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It’s not the absolute largest area expansion ever, but achieving full unsupervised operations across a major metro is a key moment in the Robotaxi story. It shifts the program from limited pilot/testing toward a more mature commercial service, while gathering the miles needed for faster growth.

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