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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 Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.
Tesla Robotaxi gets a massive upgrade in Nevada
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
