News
Tesla’s proven anti-pandemic safety plan has fallen on deaf ears amid an anti-Elon Musk narrative
One of the most remarkable things that one can witness is the birth and spread of a narrative. Narratives are powerful, as they are capable of affecting and perhaps even changing the perception of people on a particular person or topic. Such a narrative is forming in the Tesla-sphere today: one that completely ignores a company’s proven efforts to battle the coronavirus, and one that brands the electric car maker’s CEO as a de facto villain that cares not for his employees.
Amidst the ongoing issues surrounding the reopening of the Fremont factory, Tesla publicly shared a Return to Work Playbook that it will be using to protect and prevent its workers from contracting the coronavirus. The strategies outlined in the playbook are modeled after the company’s efforts in Gigafactory Shanghai, which successfully battled the virus when it was ravaging China. Tesla’s Shanghai plant was barely affected by the pandemic, and it is back in full operations today.
Alameda County officials have not given Tesla the green light to resume operations in the Fremont plant, a factor that has resulted in heated online discussions between Elon Musk, TSLA critics and supporters, and local government officials. County officials argue that Tesla is yet to meet certain guidelines that would allow its formal approval to reopen the Fremont factory, but no details about these criteria have been released thus far. This has resulted in a rather sticky situation. The county says Tesla is not fulfilling safety guidelines, but it would not specify which.
Strangely enough, Alameda County has also not discussed which parts of Tesla’s Return to Work Playbook are inadequate. A look at the playbook shows several intensive safety protocols that the company will be adopting to prevent the spread of the virus. But even the existence of the playbook itself, and more importantly, its contents, do not seem to be acknowledged by representatives of Alameda County when they speak against the electric car maker’s intentions to reopen the Fremont plant.
CEO Elon Musk has ordered Tesla’s Fremont factory to reopen despite opposition from Alameda County officials. Musk even noted that if anyone were to be arrested due to the factory’s reopening, it should only be him. Such a move has triggered a wave of negative coverage on the CEO, with some articles claiming that Musk is “asking” to be arrested, or “daring” law enforcement to apprehend him. A narrative has also formed suggesting that Tesla and Musk are “forcing” Fremont’s employees to build cars without any regard for public safety. A report from The Washington Post even quoted a Fremont factory worker who reportedly stated that “we are extremely frustrated, angry, scared, that Elon is putting his cars before his workers.”
Such a narrative is compelling, of course, and it makes for a good story. Every tale needs a villain, and Musk, with his outspoken, controversial remarks about the ongoing lockdown, is the perfect target. What is missing from this narrative is the fact that Musk himself has been quoted time and time again, in both spoken and written form, that workers at the plant are not forced to come to work at all. “I’d like to be super clear that if you feel the slightest bit ill or even uncomfortable, please do not feel obligated to come to work. I will personally be at work, but that’s just me. Totally ok if you want to stay home for any reason,” Musk wrote back in March.
A look at the social media feeds from Fremont factory workers paint a much less controversial picture amidst the facility’s reopening as well. Inasmuch as mainstream reports today are running with a narrative that suggests Tesla is forcing employees to catch the virus or perish for the sake of Musk’s pockets, such sentiments do not seem universal for the company’s workforce. Some workers at the factory have noted that they appreciate that work is being resumed, and that the company is indeed following through with its stringent anti-pandemic strategies.
But such a scenario does not paint a narrative that is as compelling as a Machiavellian CEO forcing thousands of employees to perish for his personal profits. If Tesla is simply using a playbook that is tried and tested in Shanghai, and if workers are actually appreciative of the factory’s reopening, the anti-Elon Musk narrative gets lost. If there are no evil CEOs and mass numbers of employees being abused, Tesla’s Fremont facility becomes just a regular car production facility that is reopening its doors after a shutdown: one that is no different than car factories that are already open or are poised to reopen in the coming days.
Unfortunately, the draw of Musk and Tesla and their surrounding narratives are simply too tempting to ignore.
Tesla Return to Work Playbook by Simon Alvarez on Scribd
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
SpaceX’s next Starship launch is about to attempt its biggest leap yet
