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Elon Musk and Jeff Bezos: The Rivalry of the Century (that we are all benefitting from)
Elon Musk and Jeff Bezos have shared an extremely public rivalry throughout the past few years, aiming to one-up each other in space exploration and self-driving cars. The two men, who own the top two positions on Forbes’ Billionaires List, are chomping at the bit to get ahead of one another, and the competition that lies within the Tesla and Amazon CEOs gives the people of Earth all something to benefit from: longevity and innovation.
The two most powerful men in the world in their respective sectors, Bezos being at the helm of the most dominating company in the e-commerce world, and Musk surging forward the acceleration to sustainable energy with Tesla. There is a lot of money, a lot of power, and a lot of reputation at stake, and the rivalry between the two men is mostly comprised of healthy competition to out-do the other. However, the two men share a similarity in their strategy to help humankind move forward, and it lies within their aerospace companies: Musk’s SpaceX and Bezos’ Blue Origin. But it isn’t a competition that has always been healthy and in good spirits. It has often resulted in name-calling and Twitter contradictions, showing that even the two richest men in the world can share a very public rivalry while benefitting the rest of us.
In past years, Musk has been the more successful entrepreneur in the space exploration and self-driving vehicle front, of course. His two companies being Tesla, the largest car company in the world in terms of market cap, and SpaceX, which has been launching satellites for global internet service with Starlink and sending astronauts to the International Space Station on several missions. It is no secret that Musk has an astounding lead over Bezos in those sectors, and he doesn’t have any intention of selling consumer goods, even though he would encourage competition in that market after calling Amazon a monopoly.
Time to break up Amazon. Monopolies are wrong!
— Elon Musk (@elonmusk) June 4, 2020
But Musk’s lead must leave a small portion of Bezos feeling left out. Musk undoubtedly receives more recognition and more kudos for his work, and he should. He’s made legacy automakers change their strategies moving forward, forcing them to work on all-electric powertrains, and SpaceX has made the possibility of human space travel possible again. Bezos, being the extremely successful person that he is, must thrive off of competition and the work that it takes to make things more efficient and better than anyone else.
In the early 2000s, both Musk and Bezos were struggling entrepreneurs who worked to grow their entities into the world’s biggest and most successful companies. Bezos, who once held an office in a shady part of Seattle above a Chinese food restaurant, had a desk that wasn’t level, and an uneven canvas on the wall that said “amazon.com” in blue spraypaint. He drove a run-of-the-mill sedan and shared an incredible joy for his work, which was then just an online bookstore.
Jeff Bezos reveals Rivian’s plans to produce electric vans for Amazon
Meanwhile, Musk was fresh out of his sizeable sale of PayPal. He reinvested his money into Tesla, and he was sleeping on the floor of his office building. Showering at the YMCA in Los Angeles, Musk and his brother Kimbal were also subjected to startup life’s genuine struggle: long hours, less-than-luxurious living conditions, and minimal pay.
Fast forward a few years, and the two men are among the most powerful people on Earth thanks to their influence on their respective sectors. But what is really driving things forward between the two men is the competition they share with one another. The constant need to outperform the other person is evident, and the two men’s based opinions constantly encourage the other one to work a little harder.
In the end, the personal rivalry has benefitted us all. SpaceX and Blue Origin are both doing things to accelerate the possibility of normalized space travel. Amazon is making consumer goods easy to obtain, and Tesla is making electric cars fun, fast, and affordable.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
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 is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
