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.
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
