News
Kimbal Musk trolls Fox with ‘Plant a Seed Day’ in exchange about Tesla’s new chair
It appears that the art of trolling runs deep between the Musk brothers. While Elon Musk is known to troll on Twitter from time to time, the trolling chops of Kimbal Musk have mostly been untapped. That is, of course, until recently, when Kimbal ended up aggravating Fox Business Network host Stuart Varney by trolling him with a barrage of plugs for “Plant a Seed Day,” an initiative from his nonprofit, Big Green, that aims to encourage American families to plant a seed on March 20, 2019.
During the amusing segment, the Fox Business host attempted to ask Kimbal about Robyn Denholm’s activities as Tesla’s new chair. Denholm, who has been with the board since 2014, and who has experience in both tech and auto companies as a finance executive, was named earlier this month as a replacement for the outgoing Elon Musk, who was forced to vacate his Chairman post as part of his settlement with the SEC. Denholm’s appointment was widely supported by Elon Musk and Tesla’s supporters, who noted that he was looking forward to working closely with the finance veteran.
It did not take long before Denholm’s appointment attracted some creative speculations among Tesla’s critics. Headlines such as “Tesla’s New Chair Is Part of the Furniture,” “Tesla’s New Chair Won’t Do Much to Rein In Elon Musk,” and “Taming Elon Musk: New Tesla chair, board members face a tough job” have been prevalent since Denholm’s appointment, suggesting that there might be a certain degree of conflict between Musk and the new chair as she attempts to keep the CEO in line.
Varney’s questions towards Kimbal Musk during the short-lived interview suggest that he was traversing a similar line. “Look, Kimbal, you are on the board at Tesla. And you’ve got a new chair. Have you heard anything from her? You’ve got to tell me, is she laying down the law? Have you had contact with her? What’s she saying? What’s she doing on the board?” the Fox Business host asked.
Kimbal Musk, for his part, proved immovable, simply stating that he was “so happy for the future of Tesla.” He also mentioned Plant a Seed Day on March 20, 2019, where his nonprofit, Big Green, aims to get a million American families to plant a seed in their backyards. During the course of the brief interview, Kimbal plugged Plant a Seed Day five times, much to the chagrin of the Fox Business host.
A visibly upset Varney eventually decided to throw in the towel, saying “You think my viewers want to learn about plant a seed day? Do you really? They don’t care, Kimbal. They don’t care!” Kimbal, for his part, continued plugging Plant a Seed Day, stating that the event is “going to be awesome.” At that point, Varney opted to cut the interview.
“Okay, okay. I’m wrapping it up, I’m sorry. Wait a minute, I am responsible to my audience. I’m sorry it’s over. I will not be used,” Varney said, visibly aggravated.
-
Plant a Seed Day is being coordinated by Big Green, Kimbal Musk’s nonprofit whose mission is to promote and foster a healthy food lifestyle for America’s schoolchildren. A centerpiece of Big Green’s initiatives is the Learning Garden, which are modular gardens that are set up in schools where children could plant and harvest crops. In a blog post on Medium, Kimbal noted that Plant a Seed Day is working with “national and international distribution, brand, and sponsorship partners” to get over 1 million seeds to families for March 20, 2019.
“At Big Green, when my team works with a new Learning Garden school, we encourage teachers to have their students draw out their dream garden. It’s one of my favorite activities because this is when the magic begins. Kids will draw unicorns watering tomato plants, banana trees growing next to their school, or plants that talk, walk, and water themselves. The creativity and energy put toward creating a dream garden is endless. Soon the children realize the real magic of a garden is in planting a seed, watering it, caring for it, and watching it grow.
“Planting a seed is the first and powerful step to making a big change in food education. We have seen this critical step taken thousands of times in the schools we work with through Big Green. On March 20, 2019 we will bring those magical moments to millions of children.”
To learn more about Plant a Seed Day, click here.
Watch Kimbal Musk’s short-lived interview with Fox Business below.
-
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
-
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
-
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
