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Elon Musk sets the record straight over allegations that Tesla donated no ventilators to CA hospitals
Tesla CEO Elon Musk has set the record straight about his companies’ ventilator donations to hospitals in CA. Musk’s clarification comes on the heels of reports alleging that no hospitals in California have actually received any ventilators from the CEO or any of his companies.
On April 14, the Sacramento Bee published an editorial about Elon Musk’s initiative to donate ventilators to California hospitals. The editorial criticized Musk’s decision to supply non-invasive ventilators to hospitals, which were allegedly dangerous to use for COVID-19 patients. The piece’s author, whose name was not listed by the Bee, called the initiative a “fiasco” and alleged that “not one unit has been delivered – and Musk likely never had the real ventilators our hospitals need.”
The editorial appears to have spawned similar articles alleging the same point: that despite Musk’s commitment to donate ventilators, not one has reached a California hospital. On Thursday, a CNN report was published, citing a quote from a spokesperson of the California governor’s Office of Emergency Services. The allegations were similar to those in the Sacramento Bee’s editorial.
“Elon Musk and his team told the state that he had procured ventilators and wanted to distribute them directly to hospitals with shortages. The Administration is communicating every day with hospitals across the state about their ventilator supply and to date we have not heard of any hospital system that has received a ventilator directly from Tesla or Musk,” the spokesperson noted.
.@GavinNewsom please fix this misunderstanding— Elon Musk (@elonmusk) April 16, 2020
In response to CNN‘s recent report, Elon Musk provided screenshots of Tesla’s communication with hospitals in California, clearly indicating that ventilator donations had been made. Musk also urged CA Governor Gavin Newsom to address the misunderstanding.
In one of Musk’s shared emails, Tesla asked Phillip Franks of the Los Angeles County Department of Health Services if any donated ventilators went into use. Franks noted in a reply on March 27 that the donated units performed well during testing, and that the machines will be put into use the next day.
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- (Credit: Elon Musk/Twitter)
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- (Credit: Elon Musk/Twitter)
Musk also shared a message from Tom Parker, the CEO of Mammoth Hospital in CA. Parker thanked Musk and Tesla for ventilators that were donated to the hospital, stating that the units will be invaluable as COVID-19 cases in the state increased. “These ventilators will be quickly deployed in our hospital in anticipation of the coming wave of patients who will be suffering from the most severe effects of COVID-19,” Parker wrote.
At the core of the criticism against Elon Musk and Tesla’s donations is argument that most of the units donated thus far are non-invasive ventilators. While these units cannot perform as well as the $35,000 invasive ventilators used for critically-ill patients, the non-invasive units can still be used as backup ventilators for those that are not severely ill from the coronavirus. And during a global pandemic, where cases are rising rapidly, every ventilator counts.
A team of our specialists and medical students are reconfiguring hundreds of donated machines that are typically used at home for #SleepApnea and deploying them as ventilators to be used for severely ill patients who are hospitalized with #COVID19: https://t.co/qd9VKBk9jT pic.twitter.com/KXrh9h8gJP— Mount Sinai Health System (@MountSinaiNYC) April 3, 2020
Also neglected by the Sacramento Bee‘s editorial and CNN‘s report is the fact that the non-invasive ventilators donated by Tesla can actually be reconfigured to work for severely-ill COVID-19 patients. An example of this was done in Mouth Sinai NYC, which also received ventilators from the electric car maker. These efforts from the Mount Sinai team show one thing: the non-invasive ventilators from Tesla are invaluable in the fight against COVID-19, contrary to what poorly-researched critics would allege.
Another special thank you goes out to @Tesla for a donation of Medtronic invasive ventilators to NYC Health + Hospitals/Lincoln #inTheBronx. pic.twitter.com/BH9SSj4Bbw— NYC Health + Hospitals (@NYCHealthSystem) April 4, 2020
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
