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.
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“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.”
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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.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
