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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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Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
News
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
News
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
