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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.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
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SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
