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Tesla’s next Easter Egg will greet car vandals with Bach and Beethoven
Tesla CEO Eon Musk revealed additional details on how the company’s upcoming Sentry Mode theft-deterrent system will function, which includes a humorous look against the background of something as serious as addressing vehicle break-ins. According to Musk’s latest Tweet about the Iron Man-reminiscent feature, when an intrusion is detected while Sentry Mode is activated, composer Johann Sebastian Bach’s Toccata and Fugue in D minor, BWV 565 will play, drawing as much attention as possible to the would-be perpetrator(s). Tesla’s combined commitment to its customers’ safety, security, and more-cowbells-fun is something frequently on display, and this amusing spin on a vehicle alarm system is no different.
But, occasionally, the metal versionhttps://t.co/ogHYUPoA9z
— Elon Musk (@elonmusk) January 27, 2019
Also added to the playlist about tactical intruder mitigation was a heavy metal version of the same 18th-century composer’s masterpiece. As with many of Musk’s Twitter rounds, the Tesla CEO was open to further suggestions and responded accordingly. An appropriately metal version of Beethoven’s Moonlight Sonata was proposed by NicheGamer, to which the Tesla executive agreed to include with the upcoming over-the-air software update. Of course, this isn’t the first time a Tesla has been involved in epic heavy metal music with a classical flair. The Model X features a holiday-themed Easter Egg wherein an entertaining light and winged-door show to the song “Wizards in Winter” by Trans Siberian Orchestra is enacted.
Sentry Mode was first revealed by Musk in a tweet-response to a Tesla owner complaint about a dent found in his car made while the vehicle was parked. While the car manufacturer has been rolling out security improvements over the last few months, including an in-car dash cam system and motion-sensing Enhanced Anti-Theft system, this latest reveal was seemingly in response to the most recent rise in Tesla-targeted thefts popping up all over social media and Internet forums. A few days later, Musk estimated that a ‘rough beta’ would be released in 2 to 3 weeks. While specific official details of the Sentry Mode feature are slim, one of the assumed components is an enhanced use of vehicles’ built-in dashcam, itself developed in response to issues of theft and hit-and-run incidents. The array of sensors and cameras which provide 360-degree visibility on Tesla vehicles equipped with the hardware were leveraged to provide the cam feature in the Version 9.0 software updated in September 2018.
Rough beta in 2 to 3 weeks
— Elon Musk (@elonmusk) January 25, 2019
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When Elon Musk takes to Twitter to discuss new product ideas and features, it may not always be clear whether he’s serious, but it’s always amusing to imagine that he is and more often than not a safe bet to take. After all, The Boring Company (TBC), now poised to take on the traditional underground public transportation construction industry, infamously began with a tweet about “soul crushing” traffic. Considering the rapid expansion into TBC merchandising and positive response therefrom – hats, not-a-flamethrowers, etc. – the trend of tweets-turned-tangibles only has reasons to continue.
In the realm of new software features and Easter Eggs, anything Musk says is probably game for reality once Emissions Testing Mode (ETM) went live in a December 2018 software update. After teasing an upcoming “Toilet Humor” feature via Twitter, Tesla drivers saw the tease-promise kept via ETM which gives the option of directing fart noises to emit from a designated seat in the vehicle. In a tweet that sounds like it came from Musk himself, the official Tesla Twitter account recently pointed out that Romance Mode, the fireplace playing, heater-blasting, mood music setting fun feature released at the same time as ETM, “accommodates up to 5” in the Model 3. Whatever that means. Or doesn’t mean.
Altogether, Sentry Mode probably suggests it’s going to be horns-up for anyone nearby while a would-be robber tests out a Tesla vehicle’s proneness to theft. Either that, or anyone subjected to any intrusion detection system’s misidentifications won’t be so annoyed. (See: obnoxious car alarms that don’t quit.) Oh, and as for keeping Summer safe? Let’s hope things don’t come to that. Auto insurance is pricey enough.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
