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The Boring Company’s unveiling showed another Musk-driven disruption in the making
Before the opening party for the Hawthorne test tunnel began, Elon Musk gave a rather straightforward presentation about The Boring Company’s technology to members of the media. The discussion provided a number of pertinent updates and new information about the tunneling startup’s activities, several of which were reiterated when Musk took the stage to open the unveiling event.
As the Tesla and SpaceX CEO lightheartedly discussed the updated concepts of The Boring Company’s tunneling technology, it quickly became evident that Tuesday’s event could very well be the start of yet another Elon Musk-driven disruption.
Every single company that Elon Musk started, or played a part in starting, has gone on to be a disruptor of an established industry. In his 20s, Musk and his brother Kimbal shook up the widely established Yellow Pages industry with Zip2. Musk later took on traditional banking with X.com, which eventually merged with PayPal, one of the internet’s most established financial services that are still widely used today. Tesla, an electric car startup Musk backed in its very early days, is now an automaker forcing legacy carmakers to design and release compelling EVs. SpaceX, a company that could be considered as the culmination of Musk’s childhood dreams of interplanetary travel, is becoming more and more prevalent in the US space industry.
Man vs. Traffic pic.twitter.com/UDDE7oucKM
— TESLARATI (@Teslarati) December 19, 2018
In a way, Musk’s penchant for disruption results from his tendency to look at problems and adopt unconventional strategies to arrive at breakthrough results. In the case of SpaceX, for example, it was the company’s capability to reuse rockets that is allowing it to compete in the space industry. Electric vehicles existed before Tesla too, but the company made itself different by creating EVs that were desirable in both design and performance. This same thinking was evident when Musk presented his ideas for The Boring Company. The startup didn’t necessarily reinvent the wheel when it came to tunneling, but the company did employ a number of novel solutions that allowed it to make tunneling a lot faster, for a far lower price.
At the core of The Boring Company’s concepts are its smaller tunnel designs, which feature roughly half the diameter of conventional tunnels. This, according to the startup, reduces costs by 3-4 times. The Boring Company is also aiming to develop ways to increase the speed of its Tunnel Boring Machines (TBMs). Traditional TBMs are notable for their slow speed, and Elon Musk has lightly noted that a snail is effectively 14 times faster than a boring machine. As such, the Boring Co. aims to develop TBMs that can actually keep pace with a snail. The Hawthorne test tunnel provides a glimpse of the cost savings associated with the company’s tunnel design as well, as the 1.14-mile project was completed with just $10 million of funding. Musk notes that conventional tunneling projects, which use larger tunnels and slower machines, can balloon to up to $1 billion per mile.
A shrine to the late Gary who inspired it all. Pineapple gummies to celebrate. pic.twitter.com/ZFTbui6TcC
— TESLARATI (@Teslarati) December 19, 2018
Musk has mentioned that The Boring Company has been working on improving the capabilities of its TBMs. For its next-gen machine, Musk stated that the tunneling startup had developed a new TBM cutter head that operates faster, allowing it to process and move dirt in a more efficient manner. The Tesla and SpaceX CEO further noted that The Boring Company is developing a system that will enable reinforcement segments to be created and set up on site. The company is even planning on using the dirt from the cutter head as material for tunnel reinforcements. Such a system would allow the tunneling startup to increase its digging speeds even further, especially considering that conventional tunneling practices usually involve only 10% of actual digging, with 90% of operations usually being consumed by the laying of tunnel reinforcements.
Being a company started by Elon Musk, The Boring Company is in a constant state of innovation. This was evident in the updates to the electric skates design that were initially planned for the Loop system. Concepts of the high-speed tunnels involved vehicles traveling on electric skates. On Tuesday, though, Musk noted that “There won’t be a skate. The vehicle is the skate.” Such a system was adopted in the Hawthorne tunnel’s test rides, where a Model X fitted with electric skates on its front wheels was used to transport passengers through the tunnel. Even the garage-elevator that would be used to lift vehicles back onto the road is created with efficiency in mind, being pre-fabricated and constructed off-site.
Just like his other ventures, The Boring Company has the potential to be a disruptor. With its ultra-high-speed tunnels, the startup might actually help solve the problem of traffic congestion. The Boring Company’s tunnels could even be a stepping stone towards the eventual creation of Hyperloop transportation, which involves pods traveling inside low-pressure tubes at speeds of up to 700 mph. The Boring Company’s disruption might not only be limited to transportation, either, as the startup is also poised to release the Boring Bricks, which are blocks made from tunneling rock that could be used for low-cost housing. Permits for the creation of The Brick Store, a physical outlet where these blocks are set to be sold, have also been.
The Boring Company might be a fun startup, complete with Not-a-Flamethrowers, pet snails, sharp-tongued French knights, and a Monty Python-style watchtower made of Boring Bricks, but beneath all the unveiling event’s fun atmosphere was the sense that there is another disruption in the making — one that could complement the innovations being pushed by SpaceX and Tesla.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Tesla has snagged a deal with IMC Logistics to supply the company with 50 Semi units for its logistics operations.
IMC handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. In its over forty years of service, it has established more than 50 locations across the United States and spans operations from coast to coast.
Jim Gillis of IMC said that the addition of the Tesla Semi will help IMC move toward a “zero-emission service for long-haul lanes.”
The move is one that has become more common over the past few years, as more and more companies doing large-scale logistics have moved to sustainable powertrains, using either Tesla or others.
🚨 IMC Logistics announced that it will add 50 Tesla Semis to its fleet https://t.co/ymh1Ca2IuX
— TESLARATI (@Teslarati) October 5, 2026
Tesla’s Semi program just entered its first truly public phase, as the company handed over its first production units to companies in September, although a pilot program with companies like PepsiCo. and Frito-Lay has been ongoing for years.
IMC announced its intention to purchase 50 Semi units from Tesla in September, and according to VP of Marketing and Public Relations on September 29 to Trucking Drive, the company will take delivery either this week or took delivery late last week.
With surging prices of diesel and high logistics costs, Tesla and the Semi could truly revolutionize how companies manage their fleets. With the advent of Full Self-Driving, the Semi will potentially cut down on driver fatigue and increase productivity, while decreasing the cost of operation per mile by being cheaper to refuel.
Tesla had a dedicated Semi handover event at the Semi factory in Sparks, Nevada, a few weeks back, as it officially introduced its truck to many company fleets that have been waiting to add these sustainable powertrains.
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
Tesla Robotaxi expands hours, Musk explains why it’s been a challenge
