Amidst a major auto industry shift to electric vehicles (EVs) and software-driven mobility, a new survey shows that almost all drivers want to have ownership over their own vehicle data—though consumer awareness on data privacy and ownership are still lacking.
As part of a survey of over 1,300 adults who lease or own vehicles that they drive at least once a week, car insurance app Jerry reported last month that 96 percent of respondents said they should be able to own any data generated by their vehicles. Similarly, 78 percent of those surveyed reported that they were either uncomfortable or extremely uncomfortable with having their data collected by automakers already.
You can see a few insights from the survey below, or check out the full report here.
Credit: Jerry Credit: Jerry Credit: Jerry
“People were nearly unanimous” in “thinking that they should own the data that is generated by their cars,” said Henry Hoenig, Jerry data journalist, in a statement to Automotive News.
The results come as many companies plan to use vehicle data as a consistent revenue stream, including manufacturers, insurance providers, and data brokers. On the consumer side, many may not be fully aware of how their vehicles are being connected to the internet, nor how their data is being used.
Data Collection in Modern Cars and Consumer Awareness
Teslarati spoke with Andy Chatham, co-founder of the connected vehicle platform Digital Infrastructure for Moving Objects (DIMO), about vehicle data ownership and privacy. He notes that modern cars include substantial amounts of data collection, such as Tesla’s 360-degree camera view around the cars as just one example. However, he also says that consumers are less likely to be aware of their vehicles’ data collection practices than they are with their cell phones.
“Generally, your vehicle is the most expensive or the second most expensive asset that you own, and traditionally people are very aware that their phones and their computers are connected to the internet,” Chatham said. “But especially with modern cars, it’s not always obvious that the car is also connected to the internet.”
Chatham says that most automakers aren’t generally following best practices surrounding cybersecurity, noting that many let third-party sub-contractors make those decisions for them, alongside other companies in the supply chain.
“Generally, [automakers are] not following best practices when it comes to how the vehicles are networked and how cybersecurity practices are implemented,” Chatham adds.
“I see a pretty big transition from the world of buying a phone and understanding that this is a device that has a lot of data collection going on, and buying a car and maybe acknowledging that once at the beginning, but never really understanding what that actually means.”
Chatham also says companies should open up their APIs for other developers to create applications using that data, and let vehicle owners access their own vehicle data and toggle permissions directly from their cars—not unlike what Tesla is currently doing.
However, even Tesla’s approach to vehicle data may leave a few things to be desired, and the company is one of many automakers to have faced legal action over the matter. Still, the DIMO co-founder estimates that Tesla is roughly three to five years ahead of the industry, perhaps except for Rivian.
Chatham also notes that as applications for car data improve more and more, and perhaps even offer certain data monetization options for consumers, owners will become more aware of vehicle connectedness. Still, the transition to this new public paradigm could be tricky for both consumers and developers.
“In order for that to even exist in the first place, there’s a chicken and egg problem, because developers don’t want to go cut separate deals with 10 different OEMs and get them to like agree to certain terms and use different APIs. They just won’t,” Chatham adds. “They just want to build to one thing, which is what they’re used to with both. It’s honestly a big enough pain in the ass to get developers to build an iOS and Android app and deal with two separate terms of service.”
“In the car world, Toyota is the biggest automaker and they’re, what, like 15 percent of cars? So it’s not the same dynamic, and then choice is the biggest thing that allows people to protect their own privacy because a lot of consumers don’t care.”
Automakers and the Use of Vehicle Data
Earlier this year, General Motors (GM) reported ceasing a partnership with one data broker, after discovering that the company had been selling customer data to insurance companies without gaining their consent. Public backlash ensued, and affected consumers said they witnessed inexplicable increases for their monthly insurance premiums, which were ultimately traced back to the telemetry program that had shared their data.
Ford and Progressive Insurance were involved in a similar case that brought data ownership and privacy to light in 2022. Last year, Mozilla said that all 25 car companies it examined as part of a study on privacy collected more personal data than necessary, even calling them “privacy nightmares.”
Unlike some companies, Tesla doesn’t sell or rent consumer data to third-party companies, though it does collect driver information on a fleet scale for its own purposes, as the company explains on its website.
“We’re committed to protecting you anytime you get behind the wheel of a Tesla vehicle. That commitment extends to your data privacy,” Tesla writes on its web page dedicated to the topic of privacy. “Our privacy protections aim to go beyond industry standards, ensuring your personal data is never sold, tracked or shared without your permission or knowledge.”
Tesla Insurance data has driven changes to vehicle design: Elon Musk
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Investor's Corner
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
