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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United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.
Investor's Corner
Tesla has a Cybercab problem nobody saw coming
Tesla’s Cybercab line now builds robotaxis faster than Tesla can deploy them, Lars Moravy says.
Tesla’s Cybercab line in Texas can now build the two seat robotaxi faster than the company can put it into service, according to Lars Moravy, Tesla’s Vice President of Vehicle Engineering. “We don’t run every day because the line can run so fast. It’s currently outpacing our deployments,” Moravy said in a new Cybercab deep dive from Munro Live. “So, it’s a bit of a race right now. Who’s going to go faster? Right now the manufacturing line’s ahead.”
Tesla’s official Robotaxi account shared a Cybercab analysis video on X on Monday, calling it a “Cybercab engineering deep dive.” Moravy’s comments go further than what he told analysts on the Q3 earnings call last week, when he said the Cybercab line’s listed capacity of more than 125,000 units a year undersells what it can actually run.
The tour shows where that speed comes from. Tesla’s unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested on their own before they meet on a short final line. That final line has just 25 fully automated stations, which Tesla’s team estimated is a fifth to a tenth of what a Model Y needs. The full line is about 78% automated, the framing line is already at 100%, and the layout uses roughly 50% less floor space per vehicle. The stated goal is “100% automation in 10 second cycle time,” or one finished Cybercab every 10 seconds.
Tesla also deleted the paint shop. Only the side modules are coated, and the exterior panels get their color inside the molding machine. Engineers said the car is designed to run at least 500,000 miles, which matters for a vehicle that will spend most of its day carrying riders.
The battery got the same treatment. The Cybercab uses an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla, with each module potted separately so a single failed module can be swapped instead of the whole pack. Wireless battery management boards replace a wiring harness, and new contactors are fast enough to drop the pyro fuse entirely. Tesla’s battery director graded the pack an A minus, compared with a D for the Model Y structural pack and a B minus for Cybertruck. Up front, the drive unit runs an 11:1 gear ratio versus roughly 9:1 on most Teslas, since the Cybercab does not need a high top speed.
Cybercab engineering deep dive — Robotaxi (@robotaxi) October 26, 2026
The deployment side is now the bottleneck Moravy described. Tesla had more than 50 Cybercabs working the Formula 1 weekend in Austin, and Texas records show 463 Cybercabs registered. Tesla said on its earnings call that Cybercab service will launch in Dallas next month, and Moravy said the company is aiming to get Cybercabs to customers by the end of 2026. Every unit built so far has gone into Tesla’s own fleet since the line moved into volume production in April.
Munro Live also asked when it could get a Cybercab to tear down. Tesla’s answer: “Not yet.”
Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
Tesla Cybercab’s unorthodox paint process explained
