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Tesla’s ventilator donations are being used to provoke Elon Musk into another controversy
During a global pandemic, an optimist would hope that people would work together to help those in need out of the common good. A pessimist would suggest that such circumstances would bring out the worst in people instead. Recent developments in the media coverage of Elon Musk and Tesla’s ventilator donations suggest that the pessimist is right. At times like these, there are entities who choose to provoke people that are willing to help–all for the sake of controversy.
Elon Musk is no stranger to controversy, both self-inflicted or otherwise. Over the past years, Musk has butted heads with several entities, from regulators like the SEC to journalists who tend to cover Tesla with pervading negative slant. Some of these bouts have resulted in a lot of pain for Musk and even Tesla shareholders. An example of this is Musk’s spat with British caver Vern Unsworth, whose defamation case against the CEO over comments following the Thailand cave rescue triggered some TSLA stock swings and extensive coverage from multiple premier news outlets.
Musk has a strong tendency to correct misleading reports. Take CNN’s recent coverage of Tesla’s ventilator donations, for example. The news outlet published a report alleging that no ventilators have reached CA hospitals despite Musk’s commitment to do so. Musk then took it upon himself to correct the report, showing messages between Tesla and the medical professionals from the state communicating about the donated machines and their use.
This, of course, triggered even more staff from CNN to double down, alleging that the non-invasive ventilators donated by Tesla weren’t ventilators at all, despite medical professionals stating that the machines are invaluable for non-critical coronavirus cases. The BiBAPs and CPAPs donated by Tesla could even be retrofitted using a simple modification to work for critical cases. Tesla has also started delivering actual invasive ventilators to hospitals, on top of the company’s efforts to develop its own ventilator using Model 3 parts.
Anyone with an iota of sense would see that Tesla and Musk are pretty much doing what they can to address the needs of medical professionals as much as possible. Are the BiBAPs and CPAP’s donated by Musk useful in the battle against the coronavirus? Medical professionals, government officials, and CEOs of actual ventilator makers would agree. Can the machines be modified to work for more severe cases? The doctors at Mt. Sinai Hospital in New York say it’s actually pretty simple to do so. With this in mind, it seems like a no-brainer to conclude that the machines Tesla donated are indeed helping in the battle against the ongoing pandemic.
This point was lost entirely in critical articles that have been published about Musk and Tesla’s donations from outlets such as CNN. One who is unfamiliar with the events that led up to Musk’s recent Twitter interactions would likely think that the Tesla CEO brazenly lied when he committed to donating free ventilators, instead giving away cheap machines that are useless against the C-19 virus. Critics would even refuse to acknowledge non-invasive machines as actual ventilators, despite authorities such as John Hopkins listing them as such.
A key thesis against Musk alleges that he lied about ventilator donations to get some free PR and goodwill. This does not hold water, as Tesla and Musk already receive an insane amount of media coverage, and the company is scrutinized consistently by the media and critics from Wall Street. Thus, the idea of Musk wanting more media coverage to stroke his ego does not seem to make sense, considering that he and his companies actually get a little bit too much coverage. With this in mind, it appears that CNN’s recent reports about Tesla’s ventilator donations, as well as the succeeding tweets from the media outlet’s staff doubling down on their narrative, are designed to do one thing. They are posted to provoke Musk, until such a time when he actually responds with something concretely controversial.
Something similar has happened before. Mention Musk’s name with the Thai cave rescue and many will likely remember the CEO’s incendiary comments against British caver Vern Unsworth. A popular narrative for the event also alleges that Musk stuck his nose into the rescue without prompting so he can get free PR, and that he “attacked” the caver just because he wanted to. The fact that Musk was invited to help, that his team was in close communication with rescuers, and that the caver initiated the verbal spat, are largely forgotten. These experiences, as painful as they may be, must now stand as a huge lesson to Elon Musk.
Musk is no stranger to controversies with the media, and having gone through significant pains over the years because of them, he must handle the ongoing attempts to provoke him with extreme caution. At this point, Musk’s critics (and apparently, CNN staff) are practically salivating at the prospect of the CEO firing off a tweet that can be interpreted as a direct act of aggression against the news outlet or any of its staff. So far, Musk’s responses have been sarcastic, and that’s fine and true to his personality. But the Tesla CEO must be aware that he is not playing a fair game here. Every point of syntax and semantics can and will be exploited to fit a narrative, even if it means twisting the context of a statement. With this in mind, Musk’s best strategy for now is to proceed with a ton of caution, or complete silence.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
