It is tough being Tesla. In a world where cars are becoming electric, just as the company initially intended when its mission began 18 years ago, Tesla is the top dog at the moment. Every car company in the world is nipping at its heels in an attempt to catch up to Elon Musk’s car company. However, recent developments have inspired me to look at a different kind of competition that Tesla is facing, something that feels somewhat unjust in the grand scheme of things. Unfortunately, it’s not from another car company, it’s from federal investigators and Tesla skeptics who continue to magnify the company’s accidents, all because there is the possibility that a car involved in an accident may have been operating on Autopilot.
Earlier this week, a Model Y was involved in a crash in Michigan. What turned out to be a case of reckless driving was initially blamed on the possibility of Autopilot by mainstream media sources. Unfortunately for them, their credibility regarding Tesla vehicles continues to be chipped away as they sacrifice long-term trustworthiness in the field of electric vehicles for short-term viewership. A Tesla was in fact in an accident in Detroit, and yes, the NHTSA was investigating it. There’s no reason to go any more broad than that.
Unfortunately, Tesla’s rollout of Autopilot and Full Self-Driving has put the company at risk for these types of stories. Anytime a Tesla crashes, the first thing that is planted in people’s minds is the possibility that the car may have been using the semi-autonomous driving functionalities. Why? Human beings are still responsible for operating the car even when the vehicle is utilizing the state-of-the-art technology. It is in no way the car’s fault when the driver is still responsible for the ultimate operation of the vehicle. It’s like blaming a fork for obesity, in my eyes.
While it is unfortunate that there have been deaths due to Autopilot, there are instances where gross negligence from the driver is truly the cause of an accident. For example, in a case where speed and reckless driving is truly the factor, there needs to be an immediate clarification by investigating officers. Perhaps Tesla could provide some clarification to authorities in some kind of system where officers could give the VIN of a vehicle involved, and Tesla could determine immediately whether the car was operating using its driver assistance features. Obviously, there may be a better way. But in the short-term, especially in the early days of the FSD Beta, the credibility of the vehicle’s systems is extremely important for future rollouts.
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Statistically, Tesla vehicles are much safer than human drivers, to begin with. Recent Q4 2020 Safety Report statistics from Tesla show that one accident occurred with Autopilot every 3.45 million miles. The national average is 484,000 miles. Isn’t that enough to prove Autopilot is a better option than human driving? By the way, it only gets more accurate and precise with every mile driven thanks to its Neural Networks that attain new data.
The exposure Tesla receives after one of these tragic accidents is likely what is the most frustrating. Immediately, people jump to conclusions and assume the car was responsible for the issues. It’s interesting though because I can’t ever recall a single instance of media jumping all over an issue with SuperCruise or any of the other numerous driver assistance systems that are out on the market today. I am sure there has been coverage, I just can’t recall any instance where it has been a national headline like Tesla seems to be included in on a regular basis.
In all honesty, it is just extremely frustrating to know that there is so much focus on Tesla’s shortcomings instead of its broad successes. I am a TSLA investor, but I am also extremely critical of the company at times, and I believe it is because of my holdings. There are times I would do things differently. I was vocal about my distaste for not telling any Model Y LR RWD reservation holders that their cars weren’t going to be made. I am upset that there is relatively no communication with Model S Plaid reservation holders regarding their steering wheels. I am not a fan that we’ve been told Semi/Roadster production is imminent on numerous occasions but we are still sitting here with neither of those vehicles. I get the bottlenecks, but I think those things have just frustrated me personally.
I’m glad Tesla spends $0 on advertising. The news outlets & media don’t deserve Teslas money. It’s better used growing the company & for things like building next-gen factories. Ford and GM alone will spend over $5B this year on US advertising. The bias is clear and money talks.
— Sawyer Merritt ?? (@SawyerMerritt) March 17, 2021
However, I am also going to admit when things are just plain unfair, and Tesla is a victim of that on so many occasions. I don’t know if that has to do with oil money lining the pockets of MSM, or it is just an attempt to derail a company that has really disrupted the automotive industry. I won’t speculate. There is, of course, a reason for the investigations that could be beneficial. It could just be an attempt to learn from the mistakes of Tesla and pass them along for future instances. Unfortunately, there will be more accidents with self-driving software, and it will go far beyond Tesla. However, Tesla is the only company with a robust self-driving program, so the microscope almost needs to be on them at times, but that’s where this whole situation really gets sticky.
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
Elon Musk
Tesla board reveals reasoning for CEO Elon Musk’s new $1 trillion pay package
“Yes, you read that correctly: in 2018, Elon had to grow Tesla by billions; in 2025, he has to grow Tesla by trillions — to be exact, he must create nearly $7.5 trillion in value for shareholders for him to receive the full award.”

Tesla’s Board of Directors has proposed a new pay package for company CEO Elon Musk that would result in $1 trillion in stock offerings if he is able to meet several lofty performance targets.
Musk, who has not been meaningfully compensated since 2017, completed his last pay package by delivering billions in shareholder value through a variety of performance-based “tranches,” which were met and resulted in the award of billions in stock.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
However, Musk was unable to claim this award due to a ruling by the Delaware Chancery Court, which deemed the payout an “unfathomable sum.”
Now, the company is taking steps to ensure Musk gets paid, as the Board feels that it is crucial to retain its CEO, who has been responsible for much of the company’s success.
This is not a statement to undermine the work of all of Tesla’s terrific employees, but a ship needs to be captained by someone, and Musk has proven he is the right person for the job.
The Board also believes that, based on a statement made by the company in its proxy, various issues will be discussed during the upcoming Shareholder Meeting.
Robyn Denholm and Kathleen Wilson-Thompson recognized Musk’s contributions in a statement, which encouraged shareholders to vote to approve the payout:
“We’re asking you to approve the 2025 CEO Performance Award. In designing the new performance award, we explored numerous alternatives. Ultimately, the new award aims to build upon the success of the 2018 CEO Performance Award framework, which ensure that Elon was only paid for the performance delivered and incentivized to guide Tesla through a period of meteoric growth. The 2025 CEO Performance Award similarly challegnes Elon to again meet a series of even more aspirational goals, including operational milestones focused on reaching Adjusted EBITDA targets (thresholds that are up to 28 times higher than the 2108 CEO Performance Award’s top Adjusted EBITDA milestone) and rolling out new or expanded product offerings (including 1 million Robotaxis in commercial operation and delivery of 1 million AI Bots), all while growing the company’s market capitalization by trillions of dollars.
Yes, you read that correctly: in 2018, Elon had to grow Tesla by billions; in 2025, he has to grow Tesla by trillions — to be exact, he must create nearly $7.5 trillion in value for shareholders for him to receive the full award.
In addition to these unprecedented performance milestones, the 2025 CEO Performance Award also includes innovative structural features, born out of the special committee’s considered analysis and extensive shareholder feedback. These features include supercharged retention (at least seven and a half years and up to 10 years to vest in the full award), structural protections to minimize stock price volatility due to administration of this award and, thereafter, incentives for Elon to participate in the Board’s continued development of a framework for long-term CEO Succession. If Elon achieves all the performance milestones under this principle-based 2025 CEO Performance Award, his leadership will propel Tesla to become the most valuable company in history.”
Musk will have a lot of things to accomplish to receive the 423,743,904 shares, which are divided into 12 tranches.
However, the Board feels he is the right person for the job, and they want him to remain the CEO. This package should ensure that he stays with Tesla, as long as shareholders feel the same way.
News
Tesla Robotaxi app download rate demolishes Uber, Waymo all-time highs
After two and a half months of testing with a group of hand-picked Tesla influencers and some media, the company has officially launched Robotaxi rides in both Austin, Texas, and the California Bay Area to the public.

Tesla launched its Robotaxi app to the general public yesterday, and the number of downloads is a testament to the platform’s high demand for testing.
After two and a half months of testing with a group of hand-picked Tesla influencers and some media, the company has officially launched Robotaxi rides in both Austin, Texas, and the California Bay Area to the public.
Tesla Robotaxi makes major expansion with official public app launch
Downloading the app is available to iOS users, so if you have an iPhone, you can get it and join the waitlist. Tesla has not yet launched the Robotaxi app for the Android platform, but did hint that it would be coming soon.
The testing phase with the group Tesla selected has gone well. In Austin, the City has only listed one “Safety Concern” with Robotaxi during the testing phase. For the most part, things have gone extremely well, and riders have had good things to say.
Tesla is still operating with some safeguards in place, such as Safety Monitors and Safety Drivers, but these are precautionary and temporary; CEO Elon Musk has said they should be removed by the end of the year.
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when
Even still, Tesla Robotaxi is something that many people want to experience, and the app downloads prove it.
The Tesla Robotaxi app was downloaded at a rate that exceeded all rolling 30-day periods of both Uber and Waymo, according to Brett Winton of ARK Invest. Tesla’s Robotaxi’s first day on the App Store exceeded Uber’s by 40 percent and Waymo’s best download day ever by six times:
Today’s Tesla Robotaxi App downloads outpaced Uber across all rolling 30 day periods by 40% and bested Waymo’s best download day ever by >6x pic.twitter.com/s9s1XTsUu2
— Brett Winton (@wintonARK) September 5, 2025
The surge in downloads is a good indication of how in demand the Robotaxi suite was, as many people within the community had vocalized their requests to try the platform, but Tesla was not ready to expand it beyond its handpicked group.
The expansion of the program will result in more rides, provided Tesla continues to expand its fleet of vehicles. It has already admitted many of those who were initially placed on the waitlist.
News
Elon Musk’s xAI expands to Seattle with salaries up to $440,000
The move was announced by the artificial intelligence startup and Elon Musk on social media platform X.

Elon Musk’s artificial intelligence startup xAI is opening a new office in Seattle as it accelerates its global expansion.
The move was announced by the artificial intelligence startup and Elon Musk on social media platform X. xAI is also hiring for its first positions in the new site.
New Seattle office
As could be seen on xAI’s Careers webpage, the Seattle office is currently hiring for three engineering roles. Each of the three technical roles tied to the new site carry salaries ranging from $180,000 to $440,000.
The new office adds to xAI’s growing presence, which now spans San Francisco, Austin, London, Dublin, New York, and Memphis. The Seattle-based roles focus on video and image generation systems, signaling Musk’s intent to challenge rivals like OpenAI and Meta in generative AI.
Pressures and challenges
Seattle also places xAI within reach of Microsoft’s headquarters in Redmond. Microsoft has emerged as a central player in the AI race through its multibillion-dollar partnership with OpenAI, making xAI’s move into the region notable. The competition for AI specialists has pushed salaries higher across the industry, with filings showing OpenAI staff earning up to $530,000 and Anthropic engineers as much as $690,000 annually, as noted by Insider.
The startup has also seen some high-profile departures in recent months, including cofounder Igor Babuschkin and general counsel Robert Keele. Still, xAI continues to grow aggressively, and its Grok large language model has been gaining momentum among mainstream users. Work also continues to be underway to further build out the company’s Colossus supercomputer cluster. Reports have also suggested that xAI has moved into San Francisco offices in the Mission District, a site Musk initially leased during OpenAI’s early years.
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