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TSLA bull explains why the Apple Car is not a threat to Tesla’s market share

(Credit: delgadocidranes/Instagram)

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Tesla (NASDAQ:TSLA) bull Gene Munster from Loup Ventures doesn’t think the Apple Car is a threat to Tesla’s market share. In the midst of TSLA’s first trading day as a stock in the S&P 500 index, Reuters reported that Apple plans to start producing its own all-electric vehicle with autonomous features by around 2024.

Speaking on behalf of Loup Ventures, Munster stated that he believes Apple will likely have a business related to autonomous vehicles within the next decade. Munster also shared that the firm doesn’t think the Apple Car would take away market share from Tesla, but rather traditional automakers. 

Loup Ventures predicts that EVs will account for close to 30% of all auto sales by 2025. It believes Tesla will hold one third of the global EV market share. As such, Apple has the opportunity to grab a good portion of the EV market from traditional automakers and other startups. 

In the stock market, it appears to be a different story. Short term, Loup Ventures predicts that the Apple Car will weigh on TSLA shares as it will be another risk factor for Tesla investors to consider in their investment thesis. The firm believes Apple will remain a negative impact on TSLA’s multiples from 2023 onwards. 

Gene Munster did have a little caveat about the Apple Car. He recalled the time when Loup Ventures expected the tech giant to launch an Apple-branded TV years ago. 

“In the end, I was wrong. Apple never did a TV. As talk of Apple Car gains momentum, I’m reminded of a valuable lesson I learned the hard way: just because Apple is working on a product doesn’t mean it will see the light of day.”

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If Apple does launch its own EV into the market, it would be the first consumer electric car coming from a giant in the tech industry. As such it might have an edge in the EV market. Legacy OEMs appear to be having difficulty harmoniously combining today’s advanced software with traditional cars. For Apple, it would be a different story. Sources with seemingly close ties to Project Titan shared that Apple would be open to partnering with a legacy automaker on its electric vehicle.

Watch a video about Apple’s focus on Autonomous Car Systems below. 

The Teslarati team would appreciate hearing from you. Leave a comment down below. If you have any tips to share, email us at tips@teslarati.com or reach out to me at maria@teslarati.com

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla is rolling out a new FSD version with a massive safety addition

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Credit: Tesla

Tesla is rolling out a new version of its Full Self-Driving suite to some owners that comes with the massive addition of a safety feature.

Tesla is rolling out Automatic Collision Evasion with the 2026.27.6 Software Update, which started rolling out to some vehicles last night. We received the update, along with Full Self-Driving v14.3.9, as well as v14.2 Lite, which has identical release notes as the previous version and seems to have some refinements and improvements in behavior and performance.

However, most of the attention has fallen on the Automatic Collision Evasion feature, which we covered in an article last week.

The function will activate Full Self-Driving to “try to keep your vehicle safe and then continue driving. It can engage in the following situations while you are driving manually:

  • Scenario 1: A frontal collision is imminent and braking alone may not avoid it.
  • Scenario 2: Your vehicle detects that you are not sufficiently attentive to the road (for example, reaching toward the back seat), or that Full Self-Driving (Supervised) may have been unintentionally disengaged.”

Essentially, FSD will take over when the vehicle determines you are not paying sufficient attention or are heading toward a potential collision. The addition of this feature is incredibly useful as distracted driving is a major issue in today’s world.

Along with the new safety feature is Tesla FSD v14.3.9, which has no additional release notes compared to the previous version, but in my first drives, my first impression is that operation is great, and parking is still sort of a pain point.

Additionally, Tesla v14.2. Lite has arrived. A great review of that is available here:


The addition of an Automatic Collision Evasion feature is similar to that of other collision avoidance systems that are used by companies like Hyundai, Kia, and Genesis. These programs typically utilize radar and camera sensors to apply emergency brakes autonomously, though evasive steering in a manual driving mode is pioneered primarily by Tesla’s newest addition.

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Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration

Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.

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tesla cybercab with no manual controls showing a movie with two employees inside

Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.

Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.

Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.

The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.

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Elon Musk hints at Tesla Cybercab’s next market

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(Credit: Teslarati)

After launching in Austin, Texas, last week, Tesla is looking to expand the Cybercab to new parts of the United States in an effort that will see the driverless, steering wheel-less, and pedal-less vehicle chauffeur people around as part of the Robotaxi ride-hailing service.

However, the expansion will go far beyond the United States, and CEO Elon Musk revealed he hopes Europe will be the next market where Cybercab will be operational.

Musk has publicly expressed hope that Tesla’s Cybercab robotaxi will reach Europe in the near future.

On September 8, Tesla’s Chief Executive quoted a German rider who had just completed a trip in Austin, Texas, and wrote that he hoped the vehicle would not take years to arrive in Germany. Musk replied with a short but notable message: “Hopefully soon in Europe too.”

The comment arrived only days after Tesla opened Cybercab ride-hailing to the public in Austin. The two-seat vehicle has no steering wheel or pedals and relies entirely on Tesla’s Full Self-Driving software. Early passengers have described the rides as quiet, smooth, and more stylish than competing robotaxis such as Waymo.

Austin is currently the only city where members of the public can hail a Cybercab through Tesla’s Robotaxi app. The initial fleet is small; Texas registration records show only a few dozen of the purpose-built vehicles on the road.

Tesla set to open Cybercab rides to the public, with no steering wheel or pedals

Tesla has also been operating a larger number of conventional Model Y robotaxis in the same area, but the Cybercab itself represents the company’s first dedicated, controls-free taxi design.

Europe presents a different regulatory picture. The European Union does not permit manufacturers to self-certify vehicles the way Tesla did in the United States.

Type-approval rules and a small-series limit of 1,500 automated vehicles per type per year apply across the bloc.

Supervised Full Self-Driving has gained provisional approval in several member states through national recognition of Dutch certification, yet unsupervised robotaxi operation remains a separate and more distant step. Tesla has not announced a European launch city, date, or approval pathway for the Cybercab.

Musk himself has previously cautioned that the company does not control European regulators. In an earnings call earlier in 2026, he noted that even supervised FSD took an “immense amount of time” to clear and that unsupervised service would be “somewhat at the mercy of the governments in Europe and the EU.”

The latest social-media remark therefore functions more as an expression of intent than a timetable.

If the Cybercab eventually reaches European streets, it would mark a significant expansion of Tesla’s robotaxi ambitions beyond the United States. For now, the vehicle remains an Austin-only experience, and the gap between Musk’s hope and actual deployment will be decided by regulators rather than by engineering alone.

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