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Tesla Semi rival Nikola’s $2B patent infringement lawsuit faces huge roadblock
Back in May, Tesla rival Nikola Motors filed a patent infringement case against the electric car maker. Nikola’s lawsuit claimed that the Tesla Semi copied several design elements of the Nikola One, the company’s hydrogen-electric sleeper cab that was unveiled in late 2016. Nikola is asking the courts for $2 billion in damages.
Among the design elements that the Tesla Semi allegedly copied were its wraparound windshield, its mid-entry front door, its front fenders, and the vehicle’s aerodynamic shape. Considering the similarities between the Semi and the Nikola One, the startup noted that it had lost potential customers. The trucking startup also claimed that problems associated with Tesla, such as its “batteries starting fires and its autonomous features causing fatal accidents,” could cause harm to the Nikola brand.
Tesla, for its part, has largely dismissed Nikola’s $2 billion lawsuit. After news of the patent infringement case emerged, a Tesla spokesperson simply noted that “it’s patently obvious there is no merit to (the) lawsuit,” and during the Q1 2018 earnings call, Elon Musk lightly noted that “fate loves irony,” considering that “Nikola is suing Tesla.”
While the legitimacy of Nikola Motors’ lawsuit against the Semi’s design is up for question, a patent granted to Tesla last month could very well be a nail in the coffin of the hydrogen-electric truck-maker’s case. On August 14, the US Patent Office awarded Tesla a pair of design patents for the Tesla Semi. Particularly notable was that the examiner from the US Patent Office actually indicated the Nikola One’s design in the design patents of Tesla’s all-electric trucks. As could be seen in the patent, which could be viewed here, the US Patent Office’s examiner deemed the Tesla Semi’s design as unique.
This is a big blow to Nikola’s case. If Nikola would still prefer to pursue its suit against Tesla, the hydrogen-electric truck startup would have to prove to the courts that the US Patent Examiner committed an error when the Semi and the One’s designs were being compared. Such a feat is very challenging to accomplish.
While the Nikola revealed the One almost a year earlier than the Semi, Tesla has pretty much caught up with the hydrogen-electric truck maker’s progress. Since its unveiling, the Tesla Semi has been racking up thousands of miles of real-world driving data as it travels across multiple states in the US. Over the past month alone, the Tesla Semi has been spotted visiting the facilities of some of its reservation holders such as J.B. Hunt, UPS, and Ruan Transportation Management Systems. Worm Capital analysts who toured Gigafactory 1 also noted that Tesla is preparing to start producing the Semi “earnestly” in 2020.
Nikola, for its part, is preparing to unveil its pre-production Nikola Two hydrogen-electric semi truck and hydrogen filling station next April. The event, which is set to be held in Phoenix, AZ, is expected to be invite-only. Nikola aims to build more than 700 hydrogen stations across the United States by 2028.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.
The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.
The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.
Engineering tests of the first production Cybercab have begun in Austin pic.twitter.com/fk3KQvcE8a
— Tesla (@Tesla) June 30, 2026
Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.
This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?
The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.
Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.
The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.
The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.
SpaceX gets initial stock coverage from Tesla’s biggest bull
Tesla expands massive safety feature worldwide in latest update
