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Cars & Coffee group keeps Tesla Supercharger free after mass blocking incident
After its members were called out for blocking a Tesla Supercharger en masse last Sunday, the Cars & Coffee Yorktown, NY group has made sure that its next regular meetup will be free of any untoward incidents. The result of these efforts was a Supercharger that was free to use by any Tesla owners in need and a Cars & Coffee session that welcomed a member of the electric car community.
The Cars & Coffee Yorktown, NY group caught the ire of the Tesla and electric car community last week after images emerged online showing a group of its members parking their muscle cars and other high-performance vehicles in a Supercharger, effectively blocking access to all of the station’s stalls. The incident resulted in strong reactions among EV enthusiasts online, especially after it became evident that the organizers of the meetup had posted a request to its members to not block the Supercharger before the Cars & Coffee session.
With images of the mass-blocked Superchargers spreading online, the organizers of the auto enthusiast group explained that they would work harder to ensure that such incidents will not happen again. If photos taken of the Supercharger this past Sunday are any indication, it appears that Cars & Coffee Yorktown, NY stayed true to their word, keeping the charging station’s stalls free of parked vehicles during the duration of its most recent meetup.
Tesla Model 3 owner Benswing Rich, who wanted to check out the location following the previous week’s incident, posted several images of the ICE-free Supercharger. Cones clearly marked “Tesla Only” appear to have been placed by the auto enthusiasts as well, to further emphasize that the spaces in the charging station were only intended for Teslas. The Tesla owner shared his observations on a Tesla Model 3-themed Facebook group.
“Cars & Coffee in Yorktown NY, where a bunch of people blocked the Superchargers last weekend, has put cones to signify the Superchargers are for Tesla owners only. I met the organizer and he is a good guy. He loves cars including Teslas. Please share!” he wrote.
An update from the Cars & Coffee organizers revealed that the Tesla Model 3 owner actually ended up being encouraged to attend the group’s next meetups. The organizers added that the group’s members learned more about Teslas from the Model 3 owner, though they maintained that the anti-EV allegations thrown at the Cars & Coffee group the previous week were false.
“We had a nice turnout today at C&C. We met a great Tesla owner Ben Rich who was spurred to come to C&C due to the social media ruckus of this past week. He saw that what was being said by many folks in the Tesla community (most that live nowhere near here) portraying us as EV/Tesla haters were false. As you can see pictured, we made sure to block off all the Tesla charging spots for the C&C time period to avoid issues experienced last week. We learned a lot about Teslas from Ben and had an all-around great morning,” the organizers wrote.
Ultimately, credit is due to the organizers of Cars & Coffee Yorktown, NY for stepping up and staying true to its word. While the previous week’s incident was unfortunate, the group appears to be showing some real effort to ensure that such a thing does not happen again. Perhaps more Teslas could be part of the group in the future? If the Tesla Model 3 owner’s update is any indication, that seems to be a real possibility. Real car enthusiasts recognize and respect great vehicles, after all, electric or otherwise.
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.”
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.
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.
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.
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
