News
Tesla Semi competitor Nikola Motor promotes custom OS, 3-yr production estimate
As it continues the development of its first hydrogen-electric truck, Tesla Semi rival Nikola Motor posted an update on the software development for its vehicles. In a post on Twitter, Nikola noted that its custom operating system has reached a point where it could be cold booted in seconds. The hydrogen-electric truck startup also provided what appears to be a brief update on its software’s rollout. In its post, Nikola mentioned that its software still has three years of optimization left before it enters production.
How awesome is Nikola's operating system and instrument cluster? We can cold boot the infotainment system and instrument cluster in less than 8 seconds from start! And we have 3 years optimization left before production!
— Nikola Corporation (@nikolamotor) February 3, 2019
While Nikola is yet to release details about the upcoming custom OS for its hydrogen-electric trucks, the company has teased a number of features centered around its software nonetheless. Among these is the Digital Cockpit, which allows drivers to control most of the trucks’ functions and through a center 21″ touchscreen, as well as a feature called Surround Vision, which gives operators a virtual aerial view of the area surrounding the truck in real time. This feature is made possible by using a suite of cameras, radar, sonar, and computing software, allowing truck drivers to fully cover their blind spots while driving. Nikola also notes that its vehicles are equipped with the necessary hardware to enable full autonomous safety and convenience features.
That said, Nikola does have quite a lot of work to do before it could market its hydrogen-electric trucks as a viable alternative to diesel and all-electric long-haulers like the Tesla Semi, which is expected to begin initial production sometime this year. Nevertheless, the hydrogen-electric truck startup has ambitious plans for its vehicles’ hydrogen refueling network, with the company aiming to set up an estimated 820 refilling stations operating across the United States by 2028.
The emergence of zero-emissions vehicles like the Nikola One and the Tesla Semi could herald the start of a new era for the trucking market. Considering their capabilities, vehicles like Nikola One could replace long-range diesel trucks, and all-electric units like the Tesla Semi could easily dominate the market for shorter-range routes. This particular point appears to be evident for Nikola Motor CEO Trevor Milton, who recently took to LinkedIn to invite former Tesla employees who were affected by the electric car maker’s recent round of layoffs, which affected 7% of the company’s workforce.
In his post, Milton noted that his invitation to former Tesla employees is not in any way throwing shade at the electric car maker. The Nikola CEO also stated that the hydrogen-electric truck maker has “large cash reserves” to support hundreds of new employees. Following is Milton’s LinkedIn invitation.
“Forward this on to all Tesla workers. Anyone who was affected by the #tesla layoffs, please let me know and I’ll try to get you in front of our HR to be reviewed. We have hired as many as fit our positions from the #faraday and #gm layoffs so this is not a bash on Tesla. We are hiring hundreds of positions and have large cash reserves with a great company culture. See our glass door. I am taking time out of my crazy schedule to try to help in these situations.
“I feel for everyone that goes through that especially with financial obligations. If #tesla could they would keep everyone but it’s the result in growing in a competitive market. I hope I can help all those affected. Please DM me directly WITH your resume attached. I don’t have time to email asking for it so please include it and I’ll try to help as much as I can. You can also email joe.pike@nikolamotor.com if you want direct contact to HR.”
Nikola is currently preparing for Nikola World 2019, a two-day event in April that would feature the unveiling of the pre-production models of its hydrogen-electric trucks. The hydrogen-electric truck startup is also planning to unveil a 2.3-megawatt H2 fueling station that serves as a model for Nikola’s upcoming network of refilling stations at the upcoming event.
Elon Musk
SpaceX comes with a slew of changes for Starship Flight 13
SpaceX is gearing up for the 13th Starship integrated flight test, which is currently scheduled for Thursday, July 16, with the launch window opening up at 6:30 PM E.T. from Starbase in South Texas.
This mission, the second with the V3 Starship and Super Heavy vehicles, builds directly on the foundation of Flight 12 while introducing ambitious new objectives, including the debut deployment of next-generation Starlink V3 satellites.
The rapid iteration between flights underscores SpaceX’s “fail fast, learn faster” philosophy, with engineers addressing specific anomalies from the previous test to push reusability and payload capabilities further.
Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx pic.twitter.com/jdpFlQUEpF
— SpaceX (@SpaceX) July 11, 2026
Flight 12 occurred earlier in 2026 and encountered notable challenges that became catalysts for Flight 13’s improvements. Issues included booster course deviations during the flip maneuver after stage separation, reusability problems with Super Heavy’s Raptor engine relights for the boostback burn, and an engine-out event on the Starship upper stage during its propulsion phase.
These hiccups, while they did not prevent overall mission success, highlighted areas needing refinement for more consistent performance and higher safety margins in future operational flights.
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
In response, SpaceX implemented a comprehensive suite of both hardware and software upgrades.
For the booster, engineers developed a more robust stage separation flip sequence to maintain stable orientation and prevent off-course rotation. Hardware modifications have enhanced Raptor re-light reliability during the boostback burn, complemented by updated engine alarms and abort logic tailored for multi-engine operations. On the Starship side, propulsion system changes directly tackle the Flight 12 engine-out scenario, improving redundancy and operational resilience.
Another major focus of SpaceX for Flight 13 was the advancements in the heat shield. New tile designs and attachment mechanisms, including tests of aft flaps and skirts, aim to boost durability.
Load-sensing tiles will measure real-time stresses during atmospheric entry, while white-painted tiles simulate missing ones as imaging targets. Six of the 20 Starlink V3 satellites carried aboard will feature specialized cameras to scan and transmit heat shield imagery back to ground teams, providing critical data for future return-to-launch-site attempts.
The mission profile also includes a higher dynamic pressure ascent to stress-test the thermal protection system and increase payload potential, alongside a planned in-space Raptor engine relight demonstration.
The V3 Starlink satellites themselves mark a leap forward, equipped with laser links, deployable solar arrays, and improved antennas to expand network capacity and speeds.
The company wrote:
“For the first time, Starship will carry V3 Starlink satellites to space, which aim to greatly expand the network’s capacity and user speeds. As part of this initial test, Starship is planned to deploy 20 satellites which will extend solar arrays and antennas and will attempt to connect with ground stations in South Africa and the larger Starlink constellation via high-capacity lasers. Six of the satellites have been modified with a suite of cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions. Several tiles on Starship have been painted white to simulate missing tiles and serve as imaging targets in the test.”
This dual-purpose flight tests both vehicle reliability and satellite tech in one integrated operation.
These iterative changes, catalyzed by Flight 12’s data, position Starship closer to rapid reusability goals essential for ambitious programs like Artemis lunar missions and global Starlink coverage.
As SpaceX continues its aggressive test cadence, Flight 13 exemplifies how targeted engineering responses to real-flight anomalies accelerate progress toward fully operational, high-cadence launches. Success here could mark another milestone in the Starship program for SpaceX.
Investor's Corner
Tesla gets price target upgrade on heels of crazy successful auto quarter
Tesla received a price target upgrade just on the heels of what was a crazy successful quarter for its automotive business, as the company reported a delivery beat of over 15 percent for Q2.
Jefferies analysts are upping Tesla’s price target (NASDAQ: TSLA) to $400 from $375, while maintaining their “Hold” rating on shares, and the strong automotive deliveries from Q2 is a big reason. However, there are some other catalysts that Jefferies believes position Tesla for a strong position in the second half of the year.
Strong Deliveries
Tesla reported 480,000 deliveries for Q2, while Wall Street was between 395,000 and 405,000, as an overall consensus. It was an incredibly strong quarter from a delivery perspective, and Tesla sold well more than it produced during the three months.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
While vehicle deliveries are not necessarily looked at in the light that they used to be, Tesla still maintains a lot of advantages for keeping deliveries strong. With the loss of the $7,500 EV Tax Credit last year, Tesla still maintains a strong demand case for its EVs.
Robotaxi Performance
Tesla has been operating Robotaxi for over a year now, as it launched in Austin in mid-2025. That program has expanded to Houston and Dallas, the San Francisco Bay Area, and, most recently, Miami, Florida, the suite’s first appearance in the Sunshine State.
While the Robotaxi suite is still in its early phases and Tesla is working through things like fleet size and wait times, the company has been able to undercut the pricing of its competitors and has a great safety record.
Merger Speculation with Tesla and SpaceX
This is perhaps the biggest topic that many are speaking about with Tesla and SpaceX, and it is the one thing that seems to be on the mind of every investor.
Jefferies warns that growing talk of a Tesla-SpaceX merger could cause Tesla stock to trade more like a SpaceX proxy, which may disconnect it from underlying automotive fundamentals. SpaceX has a lot going for it, especially its compute deals that have been widely publicized as of late.
Profitability in New Projects Could Take Some Time
Tesla has a few long-term ventures in the pipeline, most notably the Optimus project and Robotaxi, which is launched but will take several years to expand to a meaningful level that resonates with everyday people.
This is something that investors need to be careful of. Tesla’s projects could take some time to round out, so Jefferies advises that these may carry initial losses, rather than immediate profit. Seasoned Tesla investors have echoed something like this for a long time; they knew going in it would not be an open-and-shut strategy. It was going to take time.
These new projects are no different.
News
Tesla readies its autonomous Cybercab and Robotaxi cleaning service
A Texas permit just confirmed Tesla’s cleaning robot is coming to service its Cybercab and Robotaxi fleet.
A routine Texas building permit may have quietly confirmed that Tesla’s robot vacuum and autonomous cleaning bot for the Robotaxi and Cybercab is coming. A state filing with the Texas Department of Licensing and Regulation, as first discovered by Tesla enthusiast Spencer and posted to X, that project number TABS2025022006, lists the scope of work at Tesla’s Austin Robotaxi hub at 5900 E Ben White Blvd to include a “Cleaning Robot” alongside Supercharger cabinets and an Equipment Inspection System.
Tesla first showed the cleaning robot publicly on January 31, 2025, posting a short video on X with the caption “This robot sucks,” showing a large robotic arm inside a Cybercab cabin switching between attachments to vacuum debris, pick up trash, and wipe down surfaces.
The operational case for this hardware comes down to mathematics. A robotaxi running rides across Austin needs to cycle passengers continuously to generate revenue. Every minute a vehicle sits waiting for a human cleaning crew is a minute it is not earning. A robotic arm that can fully clean a Cybercab cabin between rides in under two minutes removes one of the key bottlenecks in fleet utilization that no autonomous vehicle company has yet solved at scale.
This robot sucks pic.twitter.com/VUmGfCM5B3
— Tesla (@Tesla) January 31, 2025
The 5900 E Ben White Blvd address sits roughly 12 miles southwest of Gigafactory Texas, where Tesla has been mass producing its Cybercab. The Ben White facility is expected to functions as Tesla’s Austin Robotaxi Hub, the physical base of operations where fleet vehicles return between rides to charge, get cleaned, and undergo inspection before being dispatched again – and all autonomously. One can imagine a Cybercab dropping off a passenger, routes itself back to Ben White, pulls into the cleaning station, charges on one of the Supercharger cabinets listed in the same permit, passes the equipment inspection system, and returns to service, all without a human making a single decision.
The sighting activity around both locations has accelerated in parallel with production. By mid-March 2026, Cybercabs were spotted regularly on public roads across Austin and Silicon Valley. Tesla’s Robotaxi operations in Texas has expanded to cover the entire Austin metro area and has spread to Dallas, while autonomous Cybercab employee shuttle runs at Gigafactory Texas are also set to begin soon. What it represents is the physical infrastructure behind a fleet that Tesla intends to run without anyone cleaning, driving, or dispatching it by hand.