News
Tesla is willing to help other automakers, but ask nicely
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.”
Tesla is open to licensing software and supplying powertrains & batteries. We’re just trying to accelerate sustainable energy, not crush competitors!
— Elon Musk (@elonmusk) July 29, 2020
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.
Sure
— Elon Musk (@elonmusk) July 29, 2020
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.
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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Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.