Elon Musk
OPINION: Tesla Vandalism lawsuit should be the first of many
The filing of a lawsuit by a Tesla owner who had his vehicle vandalized by a brainwashed member of what is being called the “Tesla Takeover” movement should be the first of many.
For the past few months, we have seen so many instances of intimidation by those who oppose Tesla, CEO Elon Musk, and President Donald Trump. These occurrences have been incredibly frequent and have varied in terms of their severity. It’s been as arbitrary as keying a car, and as violent as gunshots and Molotov cocktails being shot and thrown at showrooms.
The side of the perpetrators seems to be under the impression that President Trump and Musk are punishing those who have differing viewpoints as if their very livelihoods are under attack. The problem is, although government spending and some government programs are being modified or eliminated, there is no specific group being targeted, which is a big reason the use of the word “Nazi” has been baffling to me over the past few months.
That other side will have you believe there is a right-wing force that has taken over the government and aims to violate the rights of everyone who is unlike them. Ironically, it is precisely what the “protestors” are doing. Don’t agree with us? Okay. We’ll damage your vehicle.
Although the Trump administration and the FBI have set up specific measures to investigate instances of vandalism and hopefully eliminate it altogether, things have not truly calmed down. In fact, it seems it is getting worse.
However, a lawsuit filed by a victim of one of these senseless attacks has set a new precedent: damage my car, you will find yourself in a lawsuit:
🚨 The first-ever lawsuit against a man caught on video using Sentry Mode as he vandalized a Tesla has been filed.
An anonymous Tesla owner has sued Rafael Hernandez, who was arrested after Sentry Mode caught video of him keying a vehicle.
The Plaintiff is suing for infliction…
— TESLARATI (@Teslarati) March 26, 2025
In actuality, this might be the best strategy for minimizing the instances of vandalism we have seen over the past several months. Nothing seems to be working, and the attackers, who appear to be of all shapes, sizes, and ages, only seem to be doing it more often, despite being caught on camera by Sentry Mode.
The suit that was filed against Rafael Hernandez, who keyed a Model X at DFW Airport, seeks $1m in damages. While it is unlikely he will be awarded that significant sum, what Hernandez ends up paying could be significantly more than just the amount of repairing the scratch.
This all funnels down to one specific point: Tesla drivers are simply that, people who drove to buy and drive a Tesla. Driving a car is not a political statement; it is, in many ways, simply a choice of convenience. People choose EVs for many reasons, with home charging, performance, and look being several of them.
Ask 100 Tesla owners why they bought the car, and I’m sure many would not say, “Because I love Elon Musk and agree with everything that comes out of his mouth.”
I am an Elon Musk fan, but I don’t agree with everything he has done or will do. I don’t agree with everything my parents, my friends, or my family do. I am not a loyalist to anyone except myself. This is where I find the vandalism to be so distasteful.
If Toyota’s CEO came out and said things that were controversial, for example, “We’re not transitioning to EVs because we don’t feel it’s the right time with demand,” something that was stated a few years ago as a part of their strategy, do you think Tesla owners were keying Toyotas? No.
Support brands that line up with your ideologies. Avoid ones that don’t. People of all ages do this peacefully. If you want to hurt a brand, don’t give them or their customers your money. Keying a Tesla might result in both with this initial lawsuit.
The point is, there is a right way and a wrong way to go about this. Vandalism is not the right way. Not only are you disrupting someone’s life who has nothing to do with Tesla, but now you’re putting yourself in the line of fire for a particularly substantial sum of money. Additionally, you’re not winning over any fans with this type of reaction. Nobody said “I now see their point since they keyed my car, I agree with them.”
I am hopeful that this lawsuit will encourage Tesla to go after the violent vandals who have attacked its stores. I am hopeful that this lawsuit will encourage Tesla owners to go after the violent vandals who have had their cars damaged by senseless people who have differing political views.
Perhaps this is the move that will start to bring down the frequency of these attacks.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Elon Musk
SpaceX showcases exactly how it plans to catch Starship next month
SpaceX played a new Starship Flight 15 simulation showing the ship caught by tower chopsticks.
SpaceX gave its clearest look yet at how it plans to catch a Starship upper stage, playing a roughly 80 second animation of the maneuver during its third quarter earnings webcast on Tuesday. The clip ran under an “Up Next: Ship Catch” banner moments after Elon Musk confirmed that Flight 15, expected next month, will try to catch both the Super Heavy booster and the ship with the launch tower.
The animation opens at ground level, looking up through the launch mount at a tower with its chopstick arms spread wide. It then cuts to the ship gliding back through the atmosphere in its horizontal belly flop position, with its forward and aft flaps steering the descent. A wide shot from the Starbase shoreline follows, where the ship is a small dot in the sky before it swings vertical and drops toward the launch towers. The final shots show the ship sliding down past the top of the tower, a close view of the hardware along its side meeting the arms, and the vehicle hanging in the chopsticks.
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u — Truthful🛰️ (@Truthful_ast) October 20, 2026
Musk called the catch the step that closes Starship’s reuse loop. “If we succeed, it will be the first time that an orbital launch vehicle has been fully recovered,” he said. He put the odds of success on the first attempt at “more likely than not,” and said SpaceX has “a steady stream of Starship flight attempts through the end of this year” if Flight 15 falls short.
The sequence mirrors work SpaceX has already done with real hardware. In September, Ship 42, the vehicle assigned to Flight 15, was lifted by the Pad 2 chopsticks into a simulated catch position, where crews cycled the arms and connected the ship quick disconnect arm while it hung from the tower. NASASpaceflight has since reported that SpaceX removed Ship 42’s engines before its static fire and sent it back for another cryogenic test.
Gwynne Shotwell covered the regulatory side on the same call. After what she called “significant constructive engagement with the FAA,” SpaceX expects the Flight 15 license “to include return to launch site and tower catch for both stages.” Bringing the ship home means reentering toward land instead of the open ocean, which Musk said in February would only happen once the chance of the ship breaking up over land was very low, after two perfect soft landings at sea.
SpaceX has caught Super Heavy with the tower three times, on Flights 5, 7 and 8, but the ship returns from orbit at far higher speed and has never been caught. Flight 14 on September 28 was the first Starship to reach orbit, and it deployed 26 Starlink V3 satellites before splashing down, a mission SpaceX counted as its first revenue flight in the Q3 results it reported Tuesday.
The timing lines up with what Musk told the crowd at Giga Texas earlier this month, when he said Flight 15 would probably launch a little before Thanksgiving and that Flight 16 could refly both stages. On Tuesday’s call he went further, saying Starship should fly weekly at some point in the first half of 2027 and twice weekly or more by the end of next year as SpaceX works toward landing a rocket and launching it again with no refurbishment.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
