Tesla’s Elon Musk and Hip-Hop Legend Kanye West are two industry leaders. Elon Musk is the CEO of Tesla, SpaceX, and the Boring Company, while Kanye has spent many years of his career as one of the best artists that the Hip-Hop/Rap genre has to offer. Both looked at as legends in their respective fields; the two men teamed up last week in a notorious picture that amassed hundreds of thousands of Retweets and Likes on Twitter.
Musk and West have a history as well. In December, Musk attended a party with Kanye and wife Kim Kardashian, accompanied by other rap superstars like Travis Scott and Quavo of “Migos.” Musk and Kanye, along with the other two artists, took pictures and celebrated the Holiday together.
The recent photograph, however, seemed to be a statement against the current Presidential Administration, as just a few days later, Kanye announced his intentions to run for the Office of President of the United States of America. The man who recorded some of rap’s most powerful songs would run as a representative of the “Birthday Party,” and the man who just led the first privatized company to put people into space would be the head of the West Administration’s Space Program.
You have my full support!
— Elon Musk (@elonmusk) July 5, 2020
West would continue a trend of U.S. Citizens electing celebrities with no “real” political experience into the White House. But, in all honesty, anything is worth a shot, right?
The partnership between Musk and West would be indicative of an administration comprised of two people who are Google’d more often than many people. West and Musk share a few similarities that have to deal with their fan bases. A cult-like following for both men follows their every move, justifying and supporting whatever the most recent choices of their respective idol are.
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As a fan of both individuals, I have called Elon Musk my favorite “businessperson” for several years, while Kanye has been my favorite “musical artist” since 2010. Both men, outspoken and passionate in their own rights, have attracted a type of attention that seems to be either love or hate, and there are very few people who are stuck in the middle.
Musk is a visionary. A man who sees a future past planet Earth and will do anything it takes to stop the destruction of the planet, along with the extinction of the human race. Developing sustainable transportation, backed up with a plan to escape the planet and head to Mars if things don’t go according to the Master Plan. Personally, I’ll never understand how someone can dislike the guy, but I have encountered people over the years who have refused to give Musk a chance to prove himself. Immediately writing him off, until they get an opportunity to ride in one of his cars, Musk is a man who speaks his mind, which is something of a dying breed. The CEO is one of the few examples of a “real” person that is left in this world, and to me, that is certainly respectable.
West is virtually no different, just more controversial. He has always been a man who has put his personal anecdotes into his music, lyrically. I remember when West confronted a paparazzi by taking his camera, which in turn became a lyric in the song “New Slaves,” where he described taking “recorders” from the paparazzo. The subjects of his music have been controversial, but they have described events in his life in a passionate way. After President Trump was elected, West showed up at the Trump Tower on Fifth Avenue in New York City to have a conversation. After dawning the red “Make America Great Again” hat, West made his support of the newly elected President clear.
“So go and grab the reporters
So I can smash their recorders”
-Kanye West, “New Slaves,” 2013
Since then, “Ye” has halted his support for the President. In an interview with Forbes, West stated that he was “taking the red hat off with this interview.” It may have been an indication that West was fed up with Trump’s response to any of the recent conflicts that have plagued our country. More than likely, however, it was a nod of seriousness that he would be running to take the Presidency from Trump.
The two men’s photograph together captured the essence of a stance against a man who has gone against what both men have stood for since the beginning of their journeys. Musk has aimed toward a sustainable future for transportation and energy. On the contrary, Trump has taken put both issues on hold in favor of coal and natural gas supply because of employment measures. However, Trump implemented tariffs of solar energy, which sent 62,000 jobs to other countries, something he promised not to do while campaigning for office.
Kanye, although vocally supportive of Trump for the past few years, has decided to officially retire his duties as a supporter of the President. However, he didn’t speak badly about Trump to Forbes, but did have quite a few things to say about Democratic candidate Joe Biden.
The essence of Kanye’s presidential campaign is backed by religious beliefs, which has been the main focus of the West family for a few years. Kanye has started a “Sunday Service,” which hosts a gospel Church service on most Sundays in the Los Angeles area. The events are aimed toward spreading love, equality, and the word of God, and his campaign seems to be no different.
Many of the questions based on his campaign techniques were answered with responses that would come from someone who is religious. But, nonetheless, West’s political campaign is young and untested, and he only has a few months to prepare before November.
Most recently, developments between Musk and West may have taken a turn. After West posted, and quickly deleted, an anti-abortion Tweet and claimed he was anti-vaccine, Musk claimed, “We may have more differences of opinion than I anticipated.”
The question is: Is West’s run toward the U.S. Presidency real? If he wins, will Musk be the Head of the Space Force? Can the two men find common ground on their differences if West wins the election?
Only time will tell.
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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
