Update: While our original story sources mentioned that Florent Menegaux had begun talks with Tesla to test its Uptis airless tires, Michelin has since reached out to us and denied this. We are leaving the story up with this update at the top, and providing various sources for our readers. The original article is intact below:
— Michelin, one of the world’s largest tire manufacturers, recently confirmed in an interview with its CEO Florent Menegaux that it has begun talks about testing its Uptis airless tire technology on Tesla vehicles.
Michelin has so far been testing the Uptis tires on the Chevy Bolt and has also opened talks with GM for use on their EVs. So far, these tires are still all prototypes, so nothing for consumers just yet, but they could hit the market as early as the end of this year. Tesla has previously tested Goodyear’s airless tires in 2021.
Advantages of Uptis Tires
The Uptis (Unique Puncture-Proof Tire System) is a rather unique design that is airless, puncture-proof, and based on an open cell design.
Uptis essentially uses the strength of a unique composite, which has a rubber tread bonded to it. On the inner side of the tire is a network of flexible spokes that bend, and flex as required by road conditions and car weight.
When the tire rolls forward, it naturally flexes down and around small obstacles, providing far more flexibility than standard tires with air inside them. On top of that, they are uniquely puncture-proof, as there is no air to be lost if the tire rolls over a sharp object.
Michelin expects Uptis tires to last roughly 3 times longer than conventional tires, reducing tire waste and lowering emissions from tread wear. This will also help reduce the number of tires sent to scrapyards, contributing towards sustainable practices.
Advantages for Tesla
Uptis tires are also lighter and more aerodynamically efficient than regular tires – the open-cell design notwithstanding. Interestingly enough, many would think that the open cells would cause additional drag, but initial testing on EVs from Michelin has been “described as positive”.
If the tires truly do reduce drag, or at least cause similar amounts of drag to conventional tires, the reduced weight of airless tires could improve efficiency for EVs even further. This is a tire to watch if you’re interested in increasing your own Tesla’s range.
Menegaux also mentioned that these airless tires would likely be limited to “certain types of applications”, though he didn’t mention which application or why they’d be limited. It’s possible it could be limited to certain weather conditions or types of roads. They could possibly be a good fit for autonomous vehicles, like Tesla’s upcoming Robotaxi, which is set to be revealed on 8/8.
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Tesla currently offers free music streaming with every Tesla, although you’ll need Tesla’s Premium Connectivity package to stream over the vehicle’s cellular data or be on WiFi. In North America, Tesla includes what they used to call “Streaming,” and have just recently renamed to call LiveOne. However, in Europe, where LiveOne isn’t available, Tesla provides a free license for Spotify, which allows owners to stream the service for free without having to subscribe.
However, it looks like this may be coming to an end. We recently received an anonymous tip that Tesla would be ending this free benefit for its European customers. While we haven’t been able to confirm this just yet, it does seem likely. Let’s take a look at why we think this could be happening.
European Spotify Premium
Tesla’s European customers receive a free license of Spotify Premium right now – whether they’re subscribed to Spotify Premium or not. This means customers can listen to ad-free music, have unlimited skips, play music in any order, and be able to sort and queue songs for listening. However, the account is limited to listening in your Tesla, much like LiveOne in North America.
You’re also not given the credentials to the Spotify account, preventing you from using the same account on other devices. If a customer decides to subscribe to Spotify Premium on their own, they can still log in to their account in their Tesla and share the same Spotify account and playlists with other devices, just like you can in other regions.
Removal of Free Premium Benefits
Given the tip we received and some other recent information, we expect this change to happen. This appears in line with other changes to Tesla’s streaming services, including the changes to Slacker/LiveOne Radio in North America.
As Tesla adds additional music services like YouTube Music, Amazon Music, Apple Music, and SiriusXM in the future, it becomes more likely that Tesla vehicles have a music service someone may already subscribe to. This is especially true with the addition of Amazon Music, which is included with an Amazon Prime subscription. According to Statista, there are now over 180 million Amazon Prime members.
Subscribing to a music service has also become much more popular in recent years. In the United States alone, there are now more than 90 million music streaming subscriptions (Forbes), and that trend continues to grow year over year.
While Tesla likely only pays a small fraction of what a customer would pay for a Spotify Premium subscription, even if it’s just 50 cents per month, that amount would definitely add up with the more than 6 million Teslas on the road today.
Tesla certainly has the data to understand how many customers use the service that’s included in the vehicle and will use this to make the transition at the right time. At some point, it just doesn’t make sense to continue to pay for a service most customers don’t use.
Timeline
We were told that this change would happen this year, so it may not be much longer before we hear about this change officially from Tesla. What’s not clear is whether this would impact all customers or potentially only new customers. A lot may depend on their deal with Spotify and LiveOne and whether it’s based on a flat fee per vehicle or a monthly/yearly fee.
Based on industry changes alone, we would expect this to impact all customers. However, we’ll have to wait for official confirmation from Tesla, as until then, this should be considered a rumor.
Tesla purchased SolarCity, a large solar and backup installer, back in 2016 and shortly thereafter began installing its unique Tesla Solar Roof, regular Tesla Solar panels, and Tesla Powerwalls for both commercial and residential customers.
However, as the years have passed, Tesla has lost its interest in the actual installation portion of the business. They’re more than happy to continue producing Solar Roofs and expanding Powerwall production, but for the most part, their in-house rate of installations has slowed drastically.
Since Q2 2020, Tesla has seen a 10% or greater drop per quarter in the number of in-house Solar Roof, Solar, and Powerwall installations every quarter.
Third-Party Certification
Tesla has instead begun to certify third-party installers throughout North America and Europe for Powerwall and solar panels and within the United States for Solar Roof.
Tesla launched the Certified Installer Program in 2020 and said it has approximately 2,000 certified installers in over 14 countries—and those certified installers have set up over 1 million installations. James Bickford, Tesla’s Director of Global Sales, Residential Energy Products, announced the expansion of the Certified Installer Program and its new push on LinkedIn.
The Certified Installer Program provides several things to get third parties ready to install and commission Tesla’s home energy ecosystem, including virtual and in-person training, on-site training, custom installation tools, and the Tesla One Software Platform.
In addition to those supports, Tesla’s Partner Platform offers marketing support resources and a dedicated access system for a personal Account Manager from Tesla.
Tesla One Dashboard
The Tesla One dashboard offers third-party installers a one-stop-shop platform for managing quotes, installations, and repairs in one mobile app.
It is a convenient-looking application that lets third-party installers see what tasks they need to perform for specific installations and also helps them scale particular installations to customer requirements.
While this isn’t a new direction for Tesla overall, we’re seeing a distinct move in the energy business from Tesla as a first-party installer of its products to a more hands-off approach where local electricians and contractors will install Tesla products under its auspices.
We’re interested to see where Tesla continues to go with this, as they’ve seen their Powerwall business expanding in the last few years, while Tesla Solar and Solar Roof have dropped off many people’s radars lately.
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