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Tesla is willing to help other automakers, but ask nicely

Credit: Volkswagen | Teslarati | Audi

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Earlier this week, I wrote an article talking about the German car companies and their obsession with mentioning Tesla. Volkswagen, Audi, and BMW are all gunning for Tesla in terms of electric vehicle technology and manufacturing. While the three German giants admit that Tesla holds a multi-year lead in the EV sector, they all believe they can catch up to Elon Musk and the rest of the crew.

After publishing the article, Elon responded and said that Tesla was willing to help companies transition to sustainable forms of transportation because it would help the world as a whole. However, there is evidence to suggest that Tesla and Elon are going to help those who ask for it, not those who attempt to take information in a manner that could be considered “sneaky.”

Additionally, one of Musk’s followers had asked if Tesla’s Autopilot could be shared with other automakers in an attempt to not only accelerate the charge towards semi and fully-autonomous driving. Musk simply replied, “Sure,” indicating that there did not seem to be any boundaries in terms of what Tesla would be willing to share with its “competitors” as capitalism would refer to them as.

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To me, I found that simple “Sure” reply as one of the most interesting Tweets of Musk’s illustrious Twitter career. Not only has the CEO provided many of my friends and me with a fair share of laughs and me because of his great sense of humor, but his digs at other companies, as well as some of the more ironic things that he has said, have always intrigued me.

When he said, “Sure,” all I thought of was the lawsuit that Tesla currently holds against an Xpeng engineer who formerly worked for Tesla.

For those of you that are not familiar, Tesla sued Xpeng engineer Cao Guangzhi earlier this year, who used to work for Tesla.

Guangzhi allegedly stole pieces of Tesla’s Autopilot source code and attempted to sell it to Xpeng for financial gain. Guangzhi had downloaded portions of the code to his personal laptop and then shared it through Apple Airdrop, which is hard to track because of the encryption that Apple uses. However, he ensures that he removed it from his personal laptop before leaving Tesla to join Xpeng.


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The case is still ongoing.

But what I found most interesting about Musk’s simple one-word answer was the fact that he stated he would be willing to share Autopilot’s developments with other automakers. But it seems it needs to be done in good and harmless fashion, and not in a sneaky way. This is entirely understandable, in my opinion.

If Guangzhi did what Tesla is accusing him of doing, it would be seriously sneaky and flawed. Tesla is the leader in semi-autonomous driving thanks to the developments of its Artificial Intelligence team, led by Andrej Karpathy. What separates Tesla from every other company in self-driving is the fact that it is continuously improving thanks to the company’s Neural Network. As information is communicated to the Neural Network with every Tesla vehicle on the road, the company’s self-driving software becomes more sophisticated and more accurate as it can predict the next movements of the drivers around a car.

If this source code were to be leaked or given to another company, it could be detrimental to Tesla’s lead in the self-driving universe. I’m excited to see how the case plays out.

More recently, Tesla sued Rivian for poaching former employees and stealing trade secrets. Interestingly enough, I had some time to read over several pages of the complaint from Tesla to Rivian, and some employees openly admitted to taking confidential documents when they left Tesla.

I am a big Rivian fan. I think R.J. Scaringe, the company’s CEO, is a brilliant person who has a lot of potential to do amazing things. I have recommended to a couple of my friends that they should invest in an R1T instead of getting a Cybertruck because they don’t like the Tesla pickup’s design. But either way, it seems from my understanding of legal documentation, it is going to be up to Tesla to prove that Rivian asked these employees to take things and that they are openly going after past Tesla employees. I think that is going to be a tough cookie to crack.

But either way, Rivian didn’t go to Tesla for help directly. I feel that if they needed help with electrification or self-driving code, they should have reached out to Elon directly.

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Elon has stated for years that the biggest enemy of Tesla is not competitors who are developing sustainable electric vehicles. The companies that are the biggest threat to Tesla are the biggest threat to us all, which are the ones who refuse to adapt to the sustainable transportation revolution. Companies that want to develop and improve internal combustion engine machines are a threat. Not financially, but environmentally, because they’re ignoring the apparent crisis that is going on in the world.

Does it seem like Elon wouldn’t be willing to help other automakers develop their vehicles if they asked for help? I don’t think so. Personally, when I look at Musk’s mission, I see a man who is interested in collaborating with anyone and everyone, as long as they are willing to admit that their push toward sustainability is the focus and not on the backburner.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Cybertruck

Tesla quietly made the Cybertruck even stronger

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Credit: Tesla

Tesla has continued to flex the strength, rigidity, and robustness of its all-electric pickup, the Cybertruck. In fact, since 2019, Cybertruck’s ability to avoid dents, dings, and even gunfire has been one of the main selling points Tesla has used to attract buyers who are looking for a vehicle that can handle the most intense challenges.

But that does not mean Tesla is not still actively trying to make it even better.

In a new hardware update, Tesla has decided to change the material of the Cybertruck’s underbody panels from aluminum to carbon fiber, a move that aims to not only increase pricing efficiency but also improve strength.

RELATED:

Tesla Cybertruck is officially the safest pickup, IIHS says

Cybertruck Lead Engineer Wes Morrill confirmed the change was made to the Cybertruck recently after it was spotted by Coleton Guerin of Out of Spec. This particular trim level was a Cyberbeast, but it is being applied to all trims to keep supply chain efficiency high and have less variance across trim levels.

Morrill said that Tesla tested different materials for the underbody panel protection, and carbon fiber performed better than aluminum, which is what the company was using since its first deliveries in 2023.

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Additionally, there are some efficiency improvements because Tesla can better form the areas around the bolts to keep underbody airflow cleaner than previously.

Carbon fiber is traditionally lighter and more durable than aluminum, which is why it is such a popular material among luxury automakers, and EV makers will utilize some of the materials around battery packs to save weight.

This is the first instance of Tesla utilizing carbon fiber on the Cybertruck’s exterior to help with overall performance and strength. As previously mentioned, Tesla used aluminum to protect the underside of the body, but it is pretty typical for the company to continue making engineering changes that will improve the car in the future.

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Tesla Full Self-Driving v14.3.7 early review: FSD saved me from an accident

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Credit: Teslarati

Tesla released Full Self-Driving version 14.3.7 yesterday, and after about 90 miles of testing today, it is evident there are some definite fixes from version 14.3.6, which I wrote about last week and called a regression.

Within the first 40 minutes of my drive on v14.3.7, it saved me from getting into an accident with an unaware Dodge Charger driver, and some of the things Tesla seemed to miss in v14.3.6 were definitely improved. All in all, the release so far has some really great performance, and I’m looking forward to testing it further.

For now, here’s everything I noticed with v14.3.7:

Overall Improvement

Just generally speaking from a ride perspective, this was a really great experience. A lot of the hesitancy I experienced on v14.3.6 was gone. There were no instances of brake-stabbing, wheel-jerking, or any uncertain or unconfident movements. It was void of anything that I felt made it timid with v14.3.6.

The one thing I do hope to see down the road is a smaller need to adjust Speed Profiles so often. Because Tesla calls FSD “Supervised,” I’m okay with needing to hit the scroll wheel a few times a drive.

However, I hope that things can be incrementally improved upon with speed. Sometimes it’s too fast; other times it’s too slow. It’s a difficult thing to hone in and refine, but I hope it eventually gets there.

I didn’t notice any significant left lane camping or any behaviors that were completely out of line. I am hopeful that this opinion does not change, but after driving a few days with this version and putting it in a variety of different situations, you are exposed to more behaviors, some of which are not necessarily what I’d prefer.

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The big things to notice, at least in my experience thus far, are that the major issues with previous versions — meaning the braking stabbing and wheel jerking — simply weren’t there. That’s enough to already consider this progress compared to .6.

Manual Signal Override is More Responsive

On .6, I had quite a few issues with FSD ignoring my manually input turn signals. If Tesla wants to call it “Supervised,” then the car should not ignore any input the driver gives. If I touch the accelerator on FSD, the car speeds up.

The car did a great job of obeying my turn signals when I wanted it to change lanes, which is welcome.

Parking Lot Performance

Before .6, I traditionally took over in nearly every parking lot my car entered, because I knew it would not park somewhere that I wanted, and usually, it was just a tad too timid in this setting.

The one bright spot of .6 was how well it handled parking lots. This continued with v14.3.7:

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I’m always really happy to see progress at all, but once parking preferences come to FSD, as long as this performance is still around, that could potentially be the biggest improvement I’ve seen in FSD in the year I’ve been using it personally on a daily basis.

Full Self-Driving Averts Disaster

A Dodge Charger changed into my lane without checking if I was there, running me off the road. FSD made the initial avoidance maneuver; I grabbed the wheel out of instinct, looked in my side mirror to ensure I had nobody following closely behind, hit the brake, and straightened the car back up to avoid a curb:

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There have been quite a few responses to this video stating that I should never have grabbed the wheel. To be honest, I really wish I had not done so, because I do believe FSD would have avoided any sort of collision with anything, including the car or the curb.

However, this was the first time I had ever been this close to being hit while using FSD. My natural reaction was to take over. I think if I had had something like this happen before, my reaction might have been different.

Hitting the brake avoided hitting the curb, while FSD swerved to avoid the car. My concern after the car was clear of my front end was the curb. All in all, I’m really happy with how things turned out, and I think anyone could be a critic of how I handled it. I only had a split second to really make a decision, and thankfully, any damage was avoided.

It is clear FSD managed to avoid the car coming down before I was able to. I truly credit FSD for avoiding the collision.

What Needs to Improve

Better Recognition of Potholes, Uneven Roads, Sharp Changes in Roadway/Bumps

On Friday, my Fianceè and I were in the car, and FSD was driving us. We crossed over a roadway that has a traffic light, and FSD was traveling at 40 MPH on Standard, 5 MPH over the speed limit. Everything was more than reasonable.

However, the road we were crossing at the light has a major bump both as you start and finish crossing it. Without a speed reduction, your car can go airborne. The Tesla did just this on Friday on v14.3.6; it was an uncomfortable bounce that pretty much confirmed I would not ever let FSD go over again unless we were sitting at that intersection when there is a red light.

I even tried scrolling down into Sloth quickly, but I ended up just taking over:

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A few people have said it remains related to the vision-based approach and its difficulty comprehending 3D. This is a huge issue because this can cause serious damage at certain speeds.

Navigation

Nothing new here. I still turn off “Online Routing” quite frequently to get the car to take logical routes from time to time.

Auto Wipers

Auto Wipers are just plain bad. I really hope Tesla just uses a rain sensor. I thought they had improved at one point, but I still get dry wipes, Speed 4 on a drizzle, and Speed 2 on a steady rain. In reality, these should be switched.

You can watch our full review of Tesla Full Self-Driving v14.3.7 below:

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Elon Musk

SpaceX’s biggest test yet arrives this week and it’s not a rocket launch

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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.

The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.

Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.

SpaceX scores another massive Pentagon deal to support military satellites

Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.

The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.

As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.

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