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Behind the Tesla and Elon Musk Attacks: Big Energy and Conservative Groups
Elon Musk and Tesla Motors have their share of detractors, some of whom have become more vicious than usual as of late. According to a recent article published by The Drive, focused attacks on Tesla and SpaceX emanate from conservative group Citizens for the Republic. CftR is an organization founded in 1977 by Ronald Reagan that calls itself ” a national organization dedicated to revitalizing the conservative movement.” Its stated mission is to “ferret out corruption that wastes taxpayer dollars and continually undermines the American people in favor of the powerful and profitable.” CftR lists its national chairman as Laura Ingraham, a right wing pundit and possible press secretary for Donald Trump.
Musk and his various companies are frequently singled out as examples of taxpayer waste. CftR’s recent activity focuses on a website called Stop Elon From Falling Again whose motto is, “The One Stop Database On Stopping Elon Musk.” It claims “Elon Musk has defrauded the American Taxpayer out of over $4.9 Billion in the form of subsidies, grants, and other favors.”
One of CftR’s regular themes is that incentives promoting solar power are wasteful. “The solar industry has been a pet-industry of the Obama Administration and those who claim to care about the environment. Washington has given Solar companies millions in federal tax credits and subsidies that are costing taxpayers millions, despite posting losses year after year. When Solyndra, Ener1, and others get government tax breaks, the American people need to know. The US government needs to stop meddling in industries and create an atmosphere that allows to prosper without pledging taxpayer support.”
The group fails to mention an article in the New York Times from earlier this year that alleges fossil fuel companies get $4 billion a year in subsidies from the federal government. Nor does it include a reference to the finding of the International Monetary Fund earlier this year that fossil fuel interests receive more than $5 trillion in direct and indirect subsidies from governments around the world each year. When it comes to ferreting out wasteful government spending, people tend to overlook benefits that flow to activities they approve of — or are paid to promote.
Can anyone uncover who is really writing these fake pieces? Can't be skankhunt42. His work is better than this. https://t.co/Qs69AFMGE5
— Elon Musk (@elonmusk) November 22, 2016
Elon has good reason to be suspicious of his rivals. Earlier this year, the Koch Brothers whose total income from fossil fuel related business estimated at $115 billion let it be known they had created a special $10 million a year fund to induce media to run stories favorable to fossil fuels. It worked.
On March 7, Forbes ran a story entitled Forget The Gas Tax, Here’s How Policymakers Make Drivers Pay. The subtitle is, “CAFE standards are not an effective climate change policy; they are a meaningless gesture.” On the same day, Fortune ran a story entitled What Electric-Car Lovers Get Wrong About Fossil Fuels. On March 11, the Wall Street Journal ran an op-ed entitled Voters Should Be Mad at Electric Cars, sensationalizing it with a subheading “If Trump and Sanders fans hate absurd handouts to elites, the Tesla economy is the place to look.”
Also on March 11, The Herald Scotland ran this story: Time to get off the back of fossil fuels and show support rather than back daft divestment campaigns. “Koch Industries does not oppose electric vehicles,” said Philip Ellender, a spokesman for the company. “What we oppose is government subsidizing and mandating a particular form of energy over another. We oppose all subsidies – even for those industries in which we participate.”
Does that sound oddly similar to CftR’s line about how “The US government needs to stop meddling in industries and create an atmosphere that allows to prosper without pledging taxpayer support?” How about this statement from Donald Trump during the campaign? Last May, as reported by CNN, he told the press, “The government should not pick winners and losers, instead it should remove obstacles to exploration.” From Charles’ and David’s mouth to Trump’s ear, perhaps?
Yahoo says, “Musk attracts an unusually large and varied number of shrouded online attacks, including phony op-ed pieces, websites with shadowy backers, and individuals who hide behind aliases.” For whatever reason, some people have it in for Elon Musk and are hoping against hope to see him fail. That may be the reason why Tesla Motors is one of the most shorted stocks on Wall Street. Even analysts are divided into separate camps. The Motley Fool generally looks favorably on the company and its prospects for success. Seeking Alpha often takes a more pessimistic view.
In the digital world, truth and fiction are intertwined in a way that makes it hard for people to glean accurate information. Fake news is everywhere and may even have played a key role in the recent election according to the Washington Post. How does anyone know who or what to believe?
Let the trolls launch their slings and arrows Elon’s way. They will not deter him from moving towards his goal — a world where fossil fuels stay in the ground and abundant renewable electricity from the sun is the order of the day.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
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
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
