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Elon Musk corrects presidential candidate who misunderstood Tesla’s Master Plan Part 3
When Tesla Asia announced the company’s new Megafactory in China, US Presidential Candidate Vivek Ramaswamy had some reservations. The candidate noted that the update from Tesla was “concerning” since it would give China an unwarranted advantage. Elon Musk strongly disagreed.
Tesla’s new Megafactory in China will be built in Shanghai’s Lingang area. The facility is planned to be capable of producing 10,000 Megapacks per year, or nearly 40 GWh of energy storage. Construction of the factory is expected to start in Q3 2023, with Megapack production poised to start in Q2 2024. The facility will be supplying Megapacks to global markets.
Ramaswamy, who is running for US President under the Republican Party, stated that while he admires what Elon Musk is doing with Twitter, the CEO’s “doubling down with the CCP” is a completely different matter. The candidate also expressed his disdain for electric vehicle subsidies.
“This is concerning. When we’re all forced to drive electric vehicles, the real master won’t be Elon. It’ll be Xi Jinping, and the name ‘Master Plan 3’ is eerily spot-on. I love what Elon Musk is trying to do with Twitter but doubling down with the CCP is another matter.
“Companies should & will continue to do whatever allows them to be most successful, but it’s the job of US policymakers not to let American companies sell Xi Jinping the rope today that he’ll use to hang us tomorrow. That’s exactly what the climate cult accomplishes, and electric vehicle subsidies are one of many small pawns in that game,” Ramaswamy wrote.
The US Presidential candidate’s comments drew quite a bit of criticism and sarcastic comments from users of the social media platform, several of whom noted that Ramaswamy completely misunderstood Tesla’s Master Plan Part 3. Among these was noted investor David Sacks, who joked that he didn’t know Chinese President Xi Jinping had taken over Tesla’s Gigafactory Texas facility. Sacks’ comment drew a follow-up from Musk.
Musk explained that Ramaswamy’s take on the matter is “wrong on many levels,” particularly since Tesla is growing rapidly in the United States. Plus, Musk highlighted, if Tesla’s competitors are to receive subsidies, there is no reason why Tesla should not be included. That being said, the CEO reiterated his previous point that the EV sector is better off without subsidies at all.
“Yeah, wrong on many levels. Tesla is increasing production rapidly in Texas, California & Nevada. Our competitors require subsidies, not us. That said, if competitors get subsidies, Tesla should get them too. Tesla’s competitive position would improve if all subsidies ended,” Musk wrote.
It should be noted that Musk’s stance against EV subsidies is nothing new. During an interview with The Wall Street Journal at the publication’s CEO Council Summit in late December 2021, Musk actually advised against the Biden administration’s proposed subsidies of up to $12,500 per electric vehicle under the Build Back Better Act.
“It’s worth noting that the (electric) vehicle purchase tax credit, the $7,500, Tesla stopped getting that two years ago. Whereas everyone else except for GM gets the $7,500 tax credit. So all of our sales this year and last year had nothing to do with the tax credit because we’re no longer eligible because we’ve made so many electric cars. Tesla’s made roughly two-thirds of all the electric cars made in the United States. I’m not sure if most people are aware of that. So Tesla’s made roughly twice as many electric vehicles as everyone else has made. Honestly, I would just can this whole bill. Don’t pass it. That’s my recommendation,” Musk said then.
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Tesla has reached a notable benchmark in its autonomous driving program after its Robotaxi fleet surpassed one million miles of unsupervised operation. The company made the announcement during its Cybercab event in Austin on September 3.
Tesla Vice President of AI Ashok Elluswamy told attendees he was happy to report the fleet had achieved one million miles of unsupervised Robotaxi operation as a testament to safety.
The new total marked a sharp increase from the 380,000 unsupervised miles Tesla disclosed during its second-quarter 2026 earnings update in late July.
In roughly six weeks, the company added about 620,000 miles. That acceleration followed Tesla’s decision to remove in-vehicle safety monitors from most of its operations outside the San Francisco Bay Area.
Credit: Tesla
Tesla first launched Robotaxi service in Austin in June 2025 with safety drivers present. It later began fully unsupervised rides and expanded into Dallas, Houston, Miami, Orlando, and Tampa. The San Francisco Bay Area remains the exception, where a safety monitor still rides in the vehicle under California permitting rules.
The company has not released a city-by-city breakdown of the one million unsupervised miles.
The milestone arrived as Tesla began offering public Cybercab rides in Austin. The purpose-built vehicle has no steering wheel or pedals and is designed only for autonomous ride-hailing. Production versions joined the existing fleet of modified Tesla vehicles already operating in the service.
Tesla’s unsupervised mileage is growing at a double-digit weekly rate according to earlier company comments, yet its fleet size remains modest compared with established competitors. Waymo has accumulated more than 200 million fully autonomous rider-only miles. Tesla has described its own unsupervised operations as having recorded zero notable incidents in the period leading up to the July update.
The one-million-mile figure reflects Tesla’s shift from supervised testing to broader driverless service in multiple states. It also highlights the company’s strategy of using both existing Model Y vehicles and the new Cybercab to scale its network.
Credit: Tesla
Whether the rapid recent growth continues will depend on further city expansions, regulatory approvals, and the performance of the purpose-built Cybercab in everyday paid rides. Tesla has not specified how many of the latest miles involved the new vehicle versus the rest of the fleet.
The announcement underscores Tesla’s progress toward a larger robotaxi network while illustrating the remaining gap in total autonomous experience relative to longer-operating rivals.
Tesla AI lead Ashok Elluswamy said this week that 24-hour Robotaxi service is close. Replying on X to a rider who wanted Cybercab trips all night, he wrote that the capability would arrive “next month or so” once “the next tech to merge on the v15 plan” is ready.
The comment landed on September 4, one day after Tesla opened public Cybercab rides in Austin. It is the clearest near-term timeline yet for overnight unsupervised operation. Tesla’s paid Robotaxi network currently runs from 6 a.m. to 10 p.m. seven days a week across Austin, Dallas, Houston, Miami, Orlando, and Tampa.
next month or so. the next tech to merge on the v15 plan will enable it.
— Ashok Elluswamy (@aelluswamy) September 4, 2026
That 16-hour window is shorter than the 6 a.m. to 2 a.m. schedule the company used for much of the prior year.
Elluswamy did not name the specific feature or say whether the change would apply first to purpose-built Cybercabs, the existing Model Y fleet, or both. He also offered no city-by-city rollout list. The link to Full Self-Driving v15 is nevertheless significant.
Tesla has described v15 as a step-change architecture with seven parallel improvement tracks and roughly ten times more parameters than earlier builds. Early versions of that software already operate on the Robotaxi fleet and contain about 40 percent of the planned gains.
By July 2026, the unsupervised fleet had logged more than 380,000 miles across six cities in two states with what the company called an impeccable safety record and no notable incidents caused by the vehicles themselves. Tesla has repeatedly argued that camera-based end-to-end neural networks, rather than extra sensors, are the core of the solution.
Overnight service would test that claim in lower-light conditions and would also raise vehicle utilization, a key variable for Robotaxi unit economics. The company has already begun using public Superchargers at night and is building dedicated Robotaxi charging sites.
Riders have asked why software must change if the cars already drive in the dark. The practical answer appears to be reliability and scale: Tesla has held back mass expansion until more of the v15 stack is merged, citing the need for higher confidence before putting thousands of unoccupied vehicles on streets around the clock.
If the next module arrives on the timetable Elluswamy sketched, 24-hour service could begin in October 2026 in at least some markets.
That would mark a shift from a daytime-bounded pilot to a service that can run whenever demand exists, including the late-night hours that have so far remained out of reach.
Tesla is beginning to roll out Full Self-Driving Supervised v14.3.9 with a new active safety layer that can take control even when the driver is operating the car manually.
Tesla AI said the software can activate FSD on the driver’s behalf when an imminent collision is detected and Automatic Emergency Braking may not be enough. It may also engage if the system detects heavy distraction or an accidental FSD disengagement.
FSD Supervised v14.3.9 starting to roll out shortly
This release includes a new active safety feature set: FSD Supervised can now activate on your behalf when an imminent collision is detected and Automatic Emergency Braking (AEB) may not be enough.
It may also engage if we…
— Tesla AI (@Tesla_AI) September 4, 2026
The capability is essentially Automatic Collision Evasion. However, unlike conventional AEB, which mainly applies the brakes in a straight line, this feature can use steering, braking, and acceleration together if the car calculates that stopping alone will not prevent impact and a safer path exists. The system may change lanes or move toward a shoulder when conditions allow, then continue driving after the immediate threat is handled rather than simply coming to a stop.
The intervention is meant as a last-resort safety net, not a replacement for attentive driving.
Tesla Full Self-Driving v14.3.7 early review: FSD saved me from an accident
Tesla’s own description still frames FSD as supervised assistance. Secondary reports on internal release notes say the feature can fire while the car is being driven manually if cabin-camera monitoring suggests the driver is not sufficiently attentive, such as reaching toward the back seat, or if FSD appears to have been turned off unintentionally.
After the emergency maneuver, the car is expected to alert the driver and request a return to manual control.
The safety case is straightforward. Many collisions happen in the last second because a driver is looking away, fumbles a control, or faces an obstacle that braking cannot fully solve. A system that can both recognize that AEB is insufficient and execute a coordinated evasive path can reduce those remaining high-severity events.
Re-engaging after accidental disengagement also addresses a practical failure mode: a small steering nudge that drops FSD at the worst moment. The advantage is a background safety net that uses the same vision stack already running in v14, instead of leaving the car solely to emergency braking once the driver is no longer in command.
The feature still depends on FSD being enabled and, according to reports, an active FSD purchase or subscription. It does not make the vehicle unsupervised. Drivers remain responsible, and Tesla has not published how often the system is expected to intervene or how it will handle false positives.
If the rollout is conservative and the false-alarm rate stays low, the update is a meaningful step: FSD is no longer only a feature the driver turns on. In the rare moments when disaster is already forming, it can step in.
Tesla crosses major Unsupervised Self-Driving milestone
Tesla Robotaxi will be a 24/7 service: here’s when
