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Tesla who? Bill Gates refuses to mention EV leader in blog post
Tesla has done more than any other company to accelerate the transportation movement toward electrification. By introducing the Model S in 2012, Tesla proved electric cars could be fast and exciting and sustainable at the same time. However, Tesla’s notable surge in popularity over the past few years wasn’t enough to convince Bill Gates to mention the company in his most recent blog post. Instead, he chose to credit legacy carmakers GM and Ford, and new kids on the block Rivian and Bollinger, leaving Tesla as a forgotten and unmentioned despite its much-deserved notoriety when talking about electric vehicles.
In a blog post on GatesNotes.com, the former Microsoft frontman talked about the struggle between traveling and contributing to global climate change. While moving and exploring is a part of life, the use of cars that are powered by petrol are contributing to the influx of emissions that are poisoning the Earth’s atmosphere.
Gates, who is a known supporter of electric vehicles, drives Porsche Taycan. The product of a prestigious private college in Massachusetts, known as Harvard, was more than willing to express his gratitude for the companies that are assisting in the surge toward cleaner transportation.
While electric sedans have been available for several years across a variety of car companies, pickup truck designs are rare. While the sustained focus on small passenger vehicles has subsided slightly in favor of crossovers and SUVs, other car companies are working on all-electric pickups, which would be a valuable contribution to the American automotive market.
“You’ll even be able to buy an all-electric pickup truck soon thanks to legacy companies like GM and Ford and new carmakers like Rivian and Bollinger,” Gates said. However, he left out the one company that has a sizeable lead in the EV sector, according to some of its competitors: Tesla.
Interestingly enough, Gates even talked about the widespread availability of EV batteries, which is a much-improved topic compared to 2010. Gates said that the price of battery cells has dropped 85% since that year, “so they’re getting more affordable to purchase,” he added.
However, the most bang for your buck in terms of EVs and battery quality is Tesla, which makes it interesting that Gates would leave out such a large contributor to the very subject his blog post was focused on.
The reason for leaving Tesla out of the conversation is unknown. However, Gates has been vocally critical of Musk in the past, especially when concerning the Tesla CEO’s comments about the coronavirus. Gates said that he hoped Musk would not “confuse areas he’s not involved in too much,” in an interview with CNBC.
However, Musk is involved in the fight against the pandemic, as he has donated ventilators, developed his own in-house breathing system using Tesla auto parts, and has worked with pharmaceutical companies to build RNA printers that could assist in the development of a vaccine.
Leaving Tesla out of the conversation when talking about electric vehicles is like leaving out Microsoft when talking about computers. Tesla is the company that has made electric cars mainstream and has convinced other car companies that it is time to move away from gas-powered automobiles. Some of the largest companies in the world admit that Tesla is years ahead of everyone else, and for a good reason. The company was building EVs before the public widely accepted it.
Gates’ full blog post is available here.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
