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The Tesla Blockade Coming from Legacy Automakers and Trump
Look, as the great Hunter S. Thompson used to write, the “fat is in the fire.” The auto industry is ready to do what it does best, rest on its laurels and block any disruption on their March to Mediocrity. The recent picks, by the Trump transition team, show that Tesla is not getting invited to the “economic party” and will endure real obstacles in trying to sell its range of products.
GM’s Mary Barra, the ring-leader of mediocrity in the automotive universe, was invited last week to the exclusive, inner-circle by Mr. Trump to discuss job creation. As the New York Times reported, Elon Musk wasn’t there. The man that has lead to the creation of 30,000 manufacturing jobs in the last eight years between SpaceX, Tesla Motors and the newly acquired Solar City.
And, just think about how many more jobs could have been if Texas, Iowa, Utah, Connecticut and Michigan would just say yes to America.
I digress but Tesla is the only hope for a successful transition to sustainable transport, with an administration that doesn’t want anything to do with this disruptor. It’s “all or nothing” with these king-hell, greed freaks and the sooner Tesla nation understands this ugly truth, the better. And, most do.
Sustainable Transport Competition?
So, what about the upcoming Bolt versus Model 3 showdown? Green Car Reports just bestowed the 2017 green car of the year to the Bolt. So, how did GM parlay this prestigious award into a marketing tidal wave? They didn’t. Amazingly, there wasn’t one press release about the accolade since mid-November 2016.
I also did a quick search for 2016 for other press releases on the Bolt and there’s only one. It’s about the Bolt’s plant and its green manufacturing credentials in Ontario.
Seems like one mention of the #Bolt in 2016 isn't exactly getting behind the product https://t.co/0FVduPBa8P #GM @GreenCarReports
— Grant Gerke (@grantgerke) December 8, 2016
Plus, GM will have a limited release of the Bolt in 2017 — for practical profit reasons — and on a recent Talking Tesla podcast; the fellas mentioned the scarcity of Volts currently in California. Yes, California.
However, there’s good news on the horizon for Tesla as I like the chances of the Model 3 arriving on time in 2017. In the most recent shareholder letter, financial analyst Daniel Sparks noted that Tesla seems keen on Model 3 volume manufacturing for the second half of 2017. From the Q3 shareholder letter in November:
“Gigafactory construction and Model 3 development both remain on plan to support volume Model 3 production and deliveries in the second half of 2017.”
Plus, it seems the masses are waiting for the Model 3. A recent CleanTechnica article shows that the BMW 3 Series sales are declining. See figure below.
BMW 3 Series Sales Getting Clobbered In USA As Tesla Model 3 Looms (Down 44,000 In… https://t.co/mBfjwNMpfq pic.twitter.com/8ynAZkxuhL
— CleanTechnica (@cleantechnica) December 12, 2016
However, the Tesla squeeze is coming from these oil-based cretins, and it may come in the form of limited service centers as it’s the only way to knock out Tesla. My prediction is for states to stay in opposition to consumer rights groups and block Tesla out of states like Texas, Utah and, of course, Michigan.
Some are pointing to Trump’s meeting with Silicon Valley tech leaders today as a way to extend an olive branch to Musk and others. I see it as Trump playing to the room and having Musk spill any information on the company’s plans. I doubt Musk will be too forthcoming and this meeting is probably all optics on some level.
With this mutant power structure in place and legacy automakers following, Tesla is the only hope for sustainable transport and Musk knows it.
Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.