Tesla PowerShare, FSD Updates and EV Market Shifts
Tesla cars as home backup power
Model 3 and Model Y vehicles ordered after October 1, 2026 are described as having PowerShare hardware, with some late-September vehicles possibly included. The feature can send power from the car to a home during an outage, but the hosts say a Powerwall 3 and a software update are currently needed; support for Powerwall 2 and Powerwall Plus is described as forthcoming. They discuss checking vehicle settings, the Cybertruck’s gateway option, and whether Model 3 and Y owners will be able to use their cars for backup without a Powerwall.
Starlink paid Wi-Fi and Delta’s onboard internet
A proposed Starlink communities program
The hosts describe a Starlink beta program that would let property owners share a Starlink connection at places such as apartment complexes, campsites, or venues and charge users for access by the hour, day, week, or month. Starlink would handle payments, accounts, and access; owners would provide power and maintain the setup. Rates have not yet been specified. The hosts consider whether this could affect Wi-Fi expectations at Airbnb rentals.
Delta, Starlink, and user data
They discuss complaints about Delta’s onboard internet and United’s offer to match Delta Medallion status. The hosts say Delta had appeared open to Starlink but balked at Starlink’s position that it would not collect user data; they suggest Delta wanted to control and potentially sell data derived from passengers’ internet use.
Emergency release at Tesla Superchargers
Tesla is preparing a software feature that would let drivers release a charging cable and drive away during an emergency. The hosts say drivers must hold the brake and accept a warning, and that deliberately misusing the feature could bring charges. They discuss the risk of damage to the car and charger, coolant spilling from the cable, required service, and the feature’s availability: Model S and Model X vehicles from 2021 or earlier will not support it. EVJECT’s research and patents are also mentioned.
FSD improvements and night-time visibility
Tesla’s AI engineering director, Phil Duan, is said to have indicated that pothole avoidance and improvements to route and destination choices are coming. The hosts discuss the difficulty of detecting road-surface changes, the possibility of crowdsourced pothole reports, and how camera-based FSD handles low-light scenes. They relate this to Elon Musk’s comments about distinguishing animals from dark roads and explain the debate over cameras versus additional sensors. Tesla AI VP Ashok Elluswamy is cited on a planned V15 rollout, first to Robotaxi vehicles and then consumer cars, with a stated link to 24-hour operation and a larger model.
CyberCab testing and Robotaxi operations
The hosts discuss CyberCabs spotted in Houston and figures they give for Tesla’s registered fleet, while noting that registration does not necessarily mean vehicles are operating without drivers. They mention testing, a crash in Philadelphia during testing, and speculation about which market could receive CyberCab service next. They also explain that remote operators are described as intervening only in limited situations at two miles per hour or slower, not driving passengers through trips.
Global vehicle sales and Lucid
The hosts report that gas-only cars accounted for 49% of global sales in the first half of 2026, compared with 73% in the first half of 2021, while EV sales trends differed by region: down in the United States and China, up in Europe and Southeast Asia. They discuss automakers shifting toward hybrids in the United States and Lucid’s deliveries, production changes, and planned Cosmos Model Y competitor. The conversation compares Lucid’s sales with Tesla’s early deliveries and considers competition, price, and the appeal of the Gravity and Tesla’s FSD.
Halloween vehicle updates and sign-off
The hosts mention Rivian teasing a Ghostbuster-related Halloween feature and Tesla’s Halloween mode, including lighting, music, a voice changer, and a screen effect. They close by saying they are heading to the X Takeover in Austin and inviting listeners to say hello.