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Elon Musk accused of astroturfing after SpaceX employees expressed support for Boring Co. project
In a rather bizarre turn of events, Elon Musk is now being accused of astroturfing after three SpaceX employees spoke in favor of The Boring Company’s proposed Dugout Loop project for Los Angeles. The Boring Company held its public review at the Dodgers Stadium yesterday, where it presented the concept of its high-speed tunnel system to residents in the area. Only around 50 people attended the event, and a handful opted to express their support for the project.
Independent filmmaker Erin Faulk, who goes by the @erinscafe handle on Twitter, attended The Boring Company’s public hearing. In a series of Twitter posts, Faulk pointed out the public hearing’s weak turnout, while also expressing her doubts about the proposed tunnel system. Faulk summarized her thoughts about the project in a statement to CNET.
“I thought it sounded kind of silly before, but now I’m convinced it’s ridiculous. The desperate attempts to show how it’s going to help people in Los Angeles are kind of transparent. It has such a narrow scope and use,” she said.
The independent filmmaker also discovered that several individuals who spoke in favor of the Boring Company’s proposed Dugout Loop were actually employees of SpaceX. Among these were Hailey Cockrum, a Materials Planner, and Chris Charhut, a Process Development Engineer. This connection with Elon Musk instantly incited controversy among members of the Twitterverse, some of whom accused Musk of astroturfing (compensating a group of individuals to give the impression that a project, idea, or person is enjoying widespread support) the public hearing. Being the controversy magnet that Musk’s name has unfortunately become as of late, it is somewhat unsurprising to see accusations of astroturfing being thrown his way.
“As Elon describes, traffic here is soul-crushing.”
There is no way Elon didn’t pay these people wtf is happening. pic.twitter.com/qBB4xJwzCn
— Scafe says wear a gd mask (@erinscafe) August 29, 2018
IS THIS REAL LIFE pic.twitter.com/TC11INnFEO
— Scafe says wear a gd mask (@erinscafe) August 29, 2018
While it is true that SpaceX employees did speak on the Boring Company’s public hearing, there is one little problem with the astroturfing accusation. The SpaceX employees who showed up and spoke at the event were LA residents. Thus, they were at Dodgers Stadium as private citizens and had every right to air their support for the Dugout Loop. The Boring Company provided a statement about the event through its official Twitter account, poking a little fun at the astroturfing accusation.
SpaceX employees spoke – not with our knowledge or at our urging – to offer support as private citizens. We‘d have asked them to identify themselves to avoid confusion if we had known. SpaceX has 5k employees in LA – if the goal was to astroturf, we’d have done a much better job!
— The Boring Company (@boringcompany) August 29, 2018
The Dugout Loop and the Boring company might be getting mocked and bashed on social media after its recent public review, but the proposed project is actually getting some support from LA Mayor Eric Garcetti, who described the project as a “great example of public-private partnership.” Dodgers CFO Tucker Kain also aired his support for the project, stating that the team is entirely behind initiatives that would ultimately make it easier for baseball fans to get to a game.
The proposed Dugout Loop will begin at the Dodger Stadium property and run under Vin Scully Avenue and Sunset Boulevard, with starting points being set up at either Vermont/Sunset, Vermont/Santa Monica or Vermont/Beverly. The Boring Company aims to utilize the Dugout Loop as a support for the city’s Metro Red Line stations.
The tunneling startup would be using its Loop transport concept for the LA tunnel system. The Loop system uses electric pods which are designed to carry up to 16 people at a time. The Boring Company expects to charge $1 per person for every ride in the Loop system. Construction for the Dugout Loop is estimated to take about 14 months to complete. The project is also 100% privately funded, and thus, will be built at no expense to the city’s residents.
The Dugout Loop is, if any, a prototype project that just happens to have public utility as a pleasant side effect. The tunnel, after all, is just one of the Boring Company’s projects across the United States. In Chicago alone, the company is involved in a high-profile project that would see the tunneling startup attempt to develop a high-speed transport system connecting downtown Chicago to O’Hare airport.
The Los Angeles Bureau of Engineering (LABOE) posted a document covering some of the finer details of Boring Company’s proposed Dugout Loop project, which could be accessed here.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
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