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A closer look at Joe Biden and Elon Musk’s feud, and the US President’s potential miscalculation

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For all intents and purposes, US President Joe Biden and Tesla CEO Elon Musk should agree on a number of things. Both men have worked hard to fight climate change, and both openly support electric vehicles. Yet for the longest time now, a feud seems to have developed between Biden and Musk.

It’s not a stretch to state that a lot of the feud is due to Biden — and it will likely be a gross miscalculation on the President’s part.

It’s easy to shoehorn Elon Musk as a villain. The man’s a billionaire; he’s stated that he is voting against Democrats in the coming elections; he has even traded sarcastic barbs with popular left-leaning politicians over the past months. But what is easily forgotten these days is that Musk has, for the longest time, been a supporter of Democrats, including Biden himself.

Musk said as much recently on Twitter when he noted that he voted for both Hillary Clinton and Joe Biden in the last two presidential elections. Musk was also quite close to the Obama administration. So what really encouraged Musk to switch to the right, even if Biden’s administration has characterized itself as one that is focused on climate issues and sustainability?

Some would note that the Musk and Biden feud started with the US President’s overt support for unions, but things actually started before that. As early as February 2021, Elon Musk hinted at some of his disagreements with the Biden administration. Musk was lobbying for a carbon tax then, but the CEO noted that the Biden team believed that such an initiative “seems too politically difficult.”

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Musk has noted recently that his shift to the right is in no small part due to Biden’s administration doing “everything it can to sideline and ignore Tesla.” Musk critics would easily disregard these statements as entitled whining from the CEO (cue the aged Elon Musk Simpson’s “weird nerds” meme), but he does have a point. Since rejecting Musk’s suggestion for a carbon tax, the Biden administration has barely acknowledged Tesla, focusing instead on more traditional automakers that are, for the most part, doing far less for sustainability than Tesla.

This happened recently following what appeared to be Biden’s latest zinger against Musk, where he wished the CEO “lots of luck on his trip to the Moon” when asked about Musk’s concerns about the US economy. Biden proceeded to promote Ford’s efforts to hire 6,000 workers while conveniently denying that Tesla had nearly hired 50,000 people worldwide in the last two years.

Overall, the Biden and Musk feud is downright strange. From an outsider’s perspective, it really doesn’t make sense. Every person who has followed Tesla and SpaceX over the years would know that Musk’s companies are practically a perfect match for politicians on the left. Yet Biden, for some strange reason, opted to antagonize Musk instead. Biden’s not alone either, as other high-profile Democrats have also joined in on the anti-Musk bandwagon — to varying degrees of aggressiveness.

Such a strategy, however, may cost Biden in the upcoming elections. Musk is a prolific CEO, after all, and his social media presence — even if it is likely padded by bots considering Twitter’s issues with fake and spam accounts — is notable. By constantly beating on Musk while ignoring Tesla and SpaceX, Biden and his administration may end up alienating a significant part of the left’s voter base. The upcoming elections would likely show if this would be the case or not.

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla Cybertruck undergoes interior mod that many owners wanted

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tesla cybertruck diy bench seat
Credit: @blueskykites | X

Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.

Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.

Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.

Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.

This was adjusted after the company refined the design:

tesla cybertruck initial interior

(Tesla Cybertruck interior configuration in 2019)

Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.

The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:

The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.

This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.

This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.

This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.

 

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Elon Musk

Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

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Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

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Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

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Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

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Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

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