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The Boring Company skeptics are making the same mistakes as Tesla and SpaceX critics
The Boring Company is truly becoming an Elon Musk-founded company in more ways than one. Apart from developing quite rapidly for a startup of its nature, the tunneling firm is also receiving quite a lot of criticism from avid skeptics, many of whom seem to be under the impression that the Boring Company’s projects are pointless, or badly-planned at best.
Earlier this month, CNN Business published a piece on The Boring Company’s Las Vegas Convention Center loop system, which is poised to be opened early next year. The project was granted a $48.6 million contract but is expected to cost a total of $52.5 million, and it involves two mile-long tunnels where Teslas could ferry passengers from one side of the Las Vegas Convention Center complex to the other.
Needless to say, several individuals consulted by the news agency were extremely skeptical of The Boring Company’s vision. Christof Spieler, a lecturer at Rice University who researches transit and urban planning, sharply criticized the tunneling startup’s concepts, arguing that the Loop system seems poorly thought-out. “These feel like the kind of renderings an architecture student would do for their one-semester project. I don’t see any evidence that this has really been thought through in terms of how it would function,” he said.
Explaining further, Spieler remarked that the LVCC Loop’s renderings make the system look more like taxi-loading areas. With such a system in place, the lecturer noted that issues would likely arise when the system is in operation, such as cars jockeying past each other to pull in and out, which would, in turn, adversely affect the system’s operations. He also noted that the renderings do not seem to show any barriers that would block unauthorized cars from entering the tunnels.
Ultimately, Spieler noted that a standard people mover is still a superior solution, as passengers do not need to duck to board vehicles and they could also hold their luggage instead of accessing a car’s trunk. “It seems like car-thinking applied to a transit problem that we already know how to solve,” he said.
Gerry Tierney, who co-directs the mobility lab at Perkins&Will, which has designed transit systems in North America and the Middle East, was bolder in his criticism of The Boring Company. He took issue with the system’s use of Teslas, calling the idea “comically inefficient” and refusing to call the LVCC Loop a transit system. “This is not a transit system. It’s a system for driving electric vehicles underground,” he said, adding that Musk’s idea is pretty much what would happen if intricate transit systems like the London Underground replaced its subway trains with cars.
While The Boring Company’s technology is yet to be proven, it also seems pretty careless to completely discount the LVCC Loop’s potential even before it could be tested. The Boring Company and its technology are not being developed by a random group of unqualified individuals, after all, and Elon Musk himself has proven over the years that even conventionally insane ideas–such as landing the first stage of an orbital rocket on a drone in the middle of the ocean or scaling the production of a mass-market electric car–could be feasible if enough work is put into them.
Overall, the tunneling startup’s skeptics seem to be making the exact same mistakes as those who were also critical of Musk’s previous projects in SpaceX and Tesla. Musk was not joking when he remarked that the idea of using Teslas in tunnels is more profound than it sounds. This is partly because The Boring Company’s innovations are not really its people-movers, it is the tunnels themselves. While the use of all-electric vehicles in the Loop systems is a key part of the Boring Company’s vision, the startup’s true disruption lies in the ways that it could build tunnels far quicker and far cheaper than any other company in the industry.
The Boring Company intends to accomplish these goals with rather simple solutions. Smaller tunnels are faster to build, so the tunneling startup designed its tunnels to accommodate smaller vehicles. All-electric cars are used so that the tunnels do not require an extensive system designed to handle emissions from vehicles that use it. The Boring Company’s tunnel boring machines (TBMs) are also optimized consistently, making them progressively faster and cleaner to use. These may all seem like little adjustments to conventional tunneling practices, but each one represents a step towards a potential future where tunnels could be built at scale rapidly, and perhaps even autonomously.
It is easy to mock or dismiss the ideas of people like Elon Musk and his teams at The Boring Company, SpaceX, and Tesla. But inasmuch as Musk’s companies make it pretty easy to target them due to their goals and nature, SpaceX and Tesla’s history shows that more often than not, it is a mistake to bet against Musk and his team of visionaries, almost all of whom seem to have the tendency to think outside the box by default. As for the Boring Company’s LVCC Loop, there seems to be a good chance that it could outperform expectations, with recent simulations showing that the system could move about 13,000 people an hour, and that’s with the system operating nowhere near their limit.
News
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla is reportedly bracing for the integration of Apple’s well-known iOS automotive platform, CarPlay, into its vehicles after the company had avoided it for years.
However, now that it’s here, owners are more than clear that they do not want it, and they have their theories about why it’s on its way. Some believe it might have to do with the EV tax credit, or rather, the loss of it.
Owners are more interested in why Tesla is doing this now, especially considering that so many have been outspoken about the fact that they would not use it in favor of the company’s user interface (UI), which is extremely well done.
After Bloomberg reported that Tesla was working on Apple CarPlay integration, the reactions immediately started pouring in. From my perspective, having used both Apple CarPlay in two previous vehicles and going to Tesla’s in-house UI in my Model Y, both platforms definitely have their advantages.
However, Tesla’s UI just works with its vehicles, as it is intuitive and well-engineered for its cars specifically. Apple CarPlay was always good, but it was buggy at times, which could be attributed to the vehicle and not the software, and not as user-friendly, but that is subjective.
Nevertheless, upon the release of Bloomberg’s report, people immediately challenged the need for it:
Everyone thinks they need it. I would think that too if I didn’t know how good Tesla’s interface was. CarPlay is a crappy layer on top of crappy info-navs, and people think it’s an imperative because it provides a level of consistency from car to car. They have no clue how much…
— Rich Stafford (@r26174_rich) November 14, 2025
How can it not be when the best engineers choose Tesla over Apple and Tesla’s core focus is auto vs Apple being mobile. It’s what Tesla does every day. It’s a side project for Apple. Still Apple is much better than any other auto OEM who attract lesser talent and make digital…
— Emu (@confessedemu) November 14, 2025
Some fans proposed an interesting point: What if Tesla is using CarPlay as a counter to losing the $7,500 EV tax credit? Perhaps it is an interesting way to attract customers who have not owned a Tesla before but are more interested in having a vehicle equipped with CarPlay?
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla has made a handful of moves to attract people to its cars after losing the tax credit. This could be a small but potentially mighty strategy that will pull some carbuyers to Tesla, especially now that the Apple CarPlay box is checked.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
News
Tesla CEO Elon Musk responds to Waymo’s 2,500-fleet milestone
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service.
Elon Musk reacted sharply to Waymo’s latest milestone after the autonomous driving company revealed its fleet had grown to 2,500 robotaxis across five major U.S. regions.
As per Musk, the milestone is notable, but the numbers could still be improved.
“Rookie numbers”
Waymo disclosed that its current robotaxi fleet includes 1,000 vehicles in the San Francisco Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and 100 in Atlanta, bringing the total to 2,500 units.
When industry watcher Sawyer Merritt shared the numbers on X, Musk replied with a two-word jab: “Rookie numbers,” he wrote in a post on X, highlighting Tesla’s intention to challenge and overtake Waymo’s scale with its own Robotaxi fleet.
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service. During the third quarter earnings call, he confirmed that the company expects to remove safety drivers from large parts of Austin by year-end, marking the biggest operational step forward for Tesla’s autonomous program to date.
Tesla targets major Robotaxi expansions
Tesla’s Robotaxi pilot remains in its early phases, but Musk recently revealed that major deployments are coming soon. During his appearance on the All-In podcast, Musk said Tesla is pushing to scale its autonomous fleet to 1,000 cars in the Bay Area and 500 cars in Austin by the end of the year.
“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousand cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said.
With just two months left in Q4 2025, Tesla’s autonomous driving teams will face a compressed timeline to hit those targets. Musk, however, has maintained that Robotaxi growth is central to Tesla’s valuation and long-term competitiveness.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
Ron Baron states Tesla and SpaceX are lifetime investments
Tesla CEO Elon Musk responds to Waymo’s 2,500-fleet milestone
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