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Tesla is bringing a machine gun to a knife fight using an ‘AK-47 disguised as a butter knife’
Just recently, Tesla received what could very well be one of its most bullish takes from Wall Street to date, with Canaccord Genuity analyst Jed Dorsheimer acknowledging the potential of the company’s battery business, among other things. During a segment at CNBC’s The Squawk, Dorsheimer noted that Tesla’s primary edge lies in the fact that it simply tackles problems in a way that is fundamentally different from the norm.
And this, according to the analyst, is a crucial advantage—one that could help the EV maker keep its lead in the electric car sector. “Tesla is bringing a machine gun to a knife fight,” Dorsheimer noted.
In a lot of ways, Dorsheimer’s statements ring true. CEO Elon Musk has noted that Tesla should be seen as a chain of about a dozen startups that are each working towards a specific goal. As Musk said, many of the “startups” under Tesla’s umbrella actually have little to no correlation with traditional automotive companies. These include the company’s energy business, which the CEO predicts would comprise a large portion of Tesla in the future.
Despite this, few have looked at Tesla with such a lens. A look at the coverage of Tesla in the mainstream media over the years would show that numerous traditional auto analysts have been wrong about the stock, and even big bulls like Cathie Wood of ARK Invest do not typically cover Tesla’s potential in segments such as battery storage and residential solar. And this, at least for many of Tesla’s critics, has proven to be a costly misstep, as evidenced by TSLA shorts’ $38 billion loss last year.
A group that may very well have acknowledged Tesla’s bigger picture could be retail investors, many of whom are not investing experts. Instead, they are category experts, mastering the unique niche that Tesla was carving for itself. Partly thanks to the emergence of such a group, Tesla’s mid-2019 to 2020 stock performance represented one of the largest transfers of wealth from Wall Street to Main Street investors to date.
What is rather remarkable is that Tesla’s potential is hiding in plain sight. Its electric car business may not produce vehicles at the same volume as Toyota for now, but its numbers are growing massively every year. It only has a couple of functioning car factories today, but both are pushing out vehicles with frightening efficiency. Tesla’s battery storage and solar business may be easy to overlook as well, but its potential is vast as it exists in a sector that’s ripe for disruption.
Inasmuch as all the pieces of the Tesla puzzle are visible, however, it is very easy for someone with a narrow-minded lens—perhaps one focused on month-over-month vehicle deliveries in specific territories—to miss the forest for the trees. And in a way, this is partly due to Tesla’s strategy itself, which tends to keep things understated, despite Elon Musk’s Twitter habits.
From its vehicles to its battery storage systems, Tesla’s entire lineup is designed with simplicity in mind. This was something that Top Gear presenter Chris Harris mentioned back in 2019 when he went behind the wheel of the Model 3 Performance. Harris sharply criticized the Model 3 for its unassuming look, but he was blown away by its performance, which included the vehicle walking all over the best of ICE on the track. Summing up his thoughts, Harris noted that the Model 3 was an “AK-47 disguised as a butter knife.”
This still pretty much applies to Tesla’s current lineup of products. From the Semi to Full Self-Driving to Autobidder, most of Tesla’s creations are designed to usher in a paradigm shift in their respective segments. They just typically come in packages that are easily judged and just as easily miscalculated. Fortunately, and considering the growing community of people well-versed in Tesla’s efforts, the company’s efforts will likely not remain unacknowledged. After all, if Canaccord Genuity analyst Jed Dorsheimer’s recent statements are any indication, it appears that even Wall Street is starting to appreciate the forest a little bit more.
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Elon Musk
Tesla’s Roadster appearance at SpaceX has merger watchers talking
Tesla’s next generation Roadster was spotted at SpaceX’s Hawthorne headquarters, two weeks after its unveiling.
Tesla’s next generation Roadster turned up at SpaceX’s headquarters in Hawthorne, California on Wednesday, less than two weeks after the car flew off a ramp at its unveiling in Texas.
Photos shared on X by SpaceX Engineer (@DeannaRiceSPCX) show the new Roadster parked outdoors beside the famed Falcon 9 that stands outside company headquarters at the corner of Crenshaw Boulevard and Jack Northrop Avenue. Rocket B1019 was the first orbital-class booster ever to land after a launch on December 21, 2015 after it sent 11 Orbcomm satellites to orbit and then flew back to Landing Zone 1 at Cape Canaveral, which would be the first landing in what became SpaceX’s reusable rocket program. SpaceX chose not to fly it again. After a test fire in Florida, the booster was shipped to Hawthorne and raised upright as a permanent monument in August 2016, as Teslarati reported at the time. Putting the Roadster, which flies on SpaceX cold gas thrusters, next to the rocket that started SpaceX’s landings is symbolic in itself.
Small car, big rocket ambitions 🚀🚗 #roadster #falcon9 #spacex #tesla https://t.co/H32xUSXoCl
— Deanna Rice (@DeannaRiceSPCX) October 29, 2026
The Thrust and Rocket versions of the Roadster use cold gas thrusters fed by composite overwrapped pressure vessels, the same type of tank SpaceX flies on Falcon 9, and Elon Musk described the car as the work of Tesla and SpaceX engineers working together. Tesla lists 0 to 60 mph in under 0.9 seconds for Thrust and under 0.59 seconds for Rocket, while the base Performance model relies on a fan and ground sealing system for grip, as Teslarati detailed in its breakdown of the three Roadster configurations.
Tesla has kept the car in the spotlight since the October 15 event near Waco. Last week, the company posted a video of the Roadster’s fighter jet inspired cockpit, including a Track Mode screen with a “Thruster · 5,500 PSI” readout, which we covered in our look at the Roadster’s center display. Musk also said owners will be able to ask the car to perform the stunts autonomously, and promised a looping track at Tesla’s Texas headquarters.
The visit comes as special committees at Tesla and SpaceX weigh a possible merger, a step Musk confirmed on SpaceX’s third quarter earnings call. The Roadster, built on SpaceX hardware, has become one of the clearest examples of the two companies already building products together.
Musk said at the unveiling that Roadster production will begin in 2028. Reservations are open with a $50,000 payment, Thrust is listed as a limited release and Rocket is invite only. Tesla says the car is not approved for public road use.
News
Verizon, AT&T and T-Mobile are trying to shut Starlink out before FCC vote
AT&T, Verizon and T-Mobile want 290 MHz cut from an FCC satellite plan before Thursday.
AT&T, Verizon and T-Mobile are asking the Federal Communications Commission to pull nearly 300 MHz of spectrum out of a proposal that would let satellite companies like SpaceX offer cell service directly to ordinary phones. The request lands one day before the agency votes on it.
The FCC will vote Thursday, October 29, on a notice of proposed rulemaking that would make an additional 482 MHz available for direct to device service, expanding the number of eligible bands from five to 13, according to the FCC fact sheet. It would also scrap the rule requiring a satellite operator to lease spectrum from carriers, replacing it with a certification that the operator has coexistence agreements in place or holds the terrestrial license itself.
That second path matters for SpaceX. As Teslarati reported earlier this month, SpaceX agreed to buy Grain Management’s nationwide 800 MHz portfolio to turn Starlink Mobile into a full US carrier, adding to the spectrum it already bought from EchoStar.
The carriers want two bands removed, 2.5 GHz and 3.45 GHz, which make up 290 MHz of the 482 MHz on the table. Through industry group CTIA, they argued that about 300 million users depend on those bands and that satellite operations in them are not technically feasible. T-Mobile, which calls 2.5 GHz the foundation of its Ultra Capacity 5G network, said in its own filing that satellite interference could wipe out up to 96% of a cell site’s uplink coverage area and cut uplink speeds by 88% to 99%.
Executives from all three carriers met with FCC staff on October 20, and T-Mobile CEO Srini Gopalan met separately with FCC Chairman Brendan Carr. T-Mobile’s role stands out because it is still SpaceX’s US launch partner for Starlink Mobile. The three carriers have also teamed up on their own satellite joint venture to pool spectrum, a move widely seen as a response to Starlink.
SpaceX is asking for the opposite. In an October 23 filing after meetings with FCC staff and commissioners’ offices, the company asked regulators to add the 902 to 928 MHz band to the proposal. “Doing so now saves time later,” SpaceX wrote. The company also asked the FCC to modernize interference rules and align satellite deployment requirements with those for terrestrial cell networks, saying the goal is to let satellite and ground networks work together so Americans stay connected wherever they are.
The carriers have not been shy about how they view SpaceX as a competitor. On Verizon’s third quarter earnings call Monday, its chief executive said Starlink Mobile “just can’t compete with a terrestrial network” and estimated SpaceX would need four to six years and $300 billion to $500 billion to build a full US carrier network.
Thursday’s vote will not settle which bands survive. Adopting the notice opens a public comment period, with final rules to come later in the proceeding. The FCC already considered and rejected 2.5 GHz for satellite coverage once, in 2024. SpaceX also is not the only satellite player watching: the FCC approved Amazon’s $11.6 billion acquisition of Globalstar on October 27, giving its planned direct to device fleet its own mobile satellite spectrum.
A Tesla Semi caught fire in Hayward, California, which caused both directions of traffic to shut down for hours before being completely reopened early on Wednesday, the California Highway Patrol said.
The fire occurred just after 5:30 local time in Hayward on Tuesday, as the Semi caught fire in the southbound lanes of I-880 before CHP officials made the decision to shut down both lanes of traffic due to potential risks from hazardous chemical smoke.
There were no injuries reported.
🚨 A Tesla Semi reportedly caught fire, with California Highway Patrol confirming. The Semi was on I-880 SB
An estimated 5,000 to 7,000 semi-truck and large commercial vehicle fires occur on U.S. roadways every year
— TESLARATI (@Teslarati) October 28, 2026
The cause of the fire is currently unknown, as neither Tesla nor the CHP have not determined a cause.
However, some images taken before the Semi was completely destroyed by the fire seem to indicate this might have been an older unit, as it appears to be one of the designs that Tesla shipped as part of its pilot program, before revising it and starting mass production just a month ago.
@Tslachan From on of the videos looks like it’s an old Semi (not the refresh version that recently started production) https://t.co/KzwmR2kXow
— Area Under The Curve 🎗️ (@AreaUnderCurve) October 28, 2026
At the time of publication, CHP had not returned our request for a comment for additional details, including the Semi involved and any potential collaboration on an investigation between the CHP and Tesla. We will update this story when we hear back from them.
The southbound lanes were reopened at 3:30 a.m. on Wednesday, with the northbound lanes opening last night a few hours after the fire began. The CHP did state that the lithium batteries were “incredibly difficult to extinguish,” according to NBC Bay Area.
The truck’s driver said that the Semi caught fire, but he did not have an explanation.
An estimated 5,000 to 7,000 semi-truck and large commercial vehicle fires occur on U.S. roadways every year.
Tesla’s Roadster appearance at SpaceX has merger watchers talking
Verizon, AT&T and T-Mobile are trying to shut Starlink out before FCC vote
