News
Tesla coverage turns negative a week before crucial Earnings Call
Tesla news coverage this week has been especially negative, and the timing of it, which comes a week before arguably the most anticipated Earnings Call in recent memory. With Tesla reporting production and deliveries that were well over Wall Street’s consensus, anticipation for the Q1 2021 Earnings Call is slightly higher than usual, and the FUD (Fear, Uncertainty, Doubt) is at an all-time high.
There are always a few negative Tesla stories every week. It might involve a story about some owners who didn’t receive adequate customer service, it might be about a production bottleneck that Tesla is encountering. However, these are relatively micro-scale issues that are resolved within a matter of days in most cases. This week, the news has been geared toward more disruptive, long-term, macro-level issues, like a very public car accident that has both sides of the Tesla circle butting heads, a test from a very well-known product review company that has to do with the aforementioned accident, and other safety issues that have resulted by a rumored irresponsible driving speed by a customer in China. Whether you agree with it or not, there seems to be a more coordinated attack on something that Tesla does well, which is to keep its drivers and owners safe. One of the strongest points of Tesla’s overwhelmingly successful venture into the automotive industry thus far was the company’s ability to keep vehicle occupants safe in the event of a crash, and also roll out software and semi-autonomous driving functionalities that aim to improve consumer safety in revolutionary ways.
This is a preview of our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
This doesn’t always turn out to be what the media wants to report, however. The week before the Q1 Earnings Call, it was relatively impossible to notice that the tide turned negative on Tesla news coverage. While it is understandable that a violent automobile crash that took the lives of two men should be covered, it captured national headlines and dominated news coverage across the world for several days. Interestingly, I don’t remember such widespread news coverage for the Ford Death Wobble.
Journalists find stories and then build upon them for other sorts of coverage. It’s spin-off coverage where readers get to see how creative the mind of a writer is. There are millions of stories that could be written based on the recent automobile accident. However, a majority of them were negative, and it doesn’t necessarily come down to truth, it comes down to perception. Unfortunately, I don’t believe that many of the journalistic coverages were completely accurate simply because of Autopilot’s misunderstood capabilities in the real world. I still receive questions and comments daily from those who I talk to who believe Teslas are capable of driving themselves. What is even more frustrating is that, at times, owners and drivers, who should have the company’s best interest at heart, spread content, Tik Toks, and other forms of social media portraying that their all-electric car can drive them from Point A to Point B while they sit in the back seat and take a nap. This kind of content is irresponsible, immoral, and wrong. Acting like a Tesla can drive itself completely just for few thousand views is a selfish act that puts the hard work of Tesla engineers at risk for losing all of their work.
That brings me to the unfortunate accident in Texas. We don’t know, yet, what the exact cause of the accident was. We don’t know who was in the driver’s seat, if AP was being tricked, or if it was even on at this point. Most evidence would likely indicate that AP couldn’t have been activated due to the lack of road lines, and the rate of travel isn’t something that AP would let the driver do, to begin with. Eventually, we will have all the facts of this story, and we will be able to accurately say who or what was responsible. But as of right now, those things cannot be speculated against.
Still, news sources are claiming that this car was “driverless,” which is a complete nonsensical narrative considering there are many boundaries that would require a driver to be present during the vehicle’s operation. This didn’t stop Consumer Reports from putting together one of the most ridiculously biased tests I have ever come across. I felt that it simply proved Tesla Autopilot would only be tricked in extreme circumstances, by not following the automaker’s directions and trying to outsmart one of the most capable semi-autonomous driving programs in the world.
The obvious effort to derail Tesla’s momentum is being noted by the fans, followers, and owners of the company. For the life of me, I cannot understand why. In my perspective, for years, MSM has been driving home the point of global climate change, using it as a way to scare people into change. While I believe that fear isn’t always the best way to convince a large group of people to do something, I think climate change is a real issue and it will affect people for generations to come. With cars being such a large contributor to the problem, you’d think the media, the same interests that have been preaching the dangers of carbon emissions for years, would report car companies who are working to transition the automotive industry to electrification, would get a “fair shake.” This just hasn’t been the case.
Trust me, I am a critic of Tesla when it is warranted. I have experienced issues with their customer service department personally, and I have been highly critical of their handling of other issues with its vehicles. I have spoken many times about the LR RWD Model Y and how it was a disgrace for Tesla to keep these pre-orderers in limbo for years. However, there are statistics that prove FSD and AP’s ultimate task: to make driving safer. Most recently, the Q1 2021 Safety Report showed Autopilot was nearly 10 times safer than a human driver. You don’t see mainstream media covering this, but you’ll notice automotive blogs and news outlets taking full advantage of the statistics, which prove Tesla’s mission is becoming more real with every mile driven.
With the momentum Tesla posted with the Production and Deliveries report, I think many people were expecting a big financial quarter. The timing of the negative news is eye-opening, and it seems to be a coordinated effort to perhaps slow down Tesla’s momentum moving forward. Tesla is gunning for yet another consecutive quarter, bringing the total to seven straight if things go well on Monday. Whether Wall Street will recognize the impressive tone of this feat, we’ll see. However, media coverage has done all it can to bring Tesla’s chances of a great quarter down, but with developments, demand, and deliveries all in healthy figures, there doesn’t seem to be much of a chance of that happening.
A big thanks to our long-time supporters and new subscribers! Thank you.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
News
Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next
Tesla confirms its first official Cybercab fleet number as Austin scales fast and Dallas looms.
Tesla says more than 300 Cybercabs are now serving Austin, the first time the company has put an official number on its active Cybercab fleet. The figure came from the Robotaxi account on X on Saturday, which wrote that one month after launch the service had “scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days.”
Ashok Elluswamy, Tesla’s head of AI software, quoted the post with a line that carried the bigger news. “Two years since the 10/10 Cybercab WeRobot event, the cabs are everywhere in Austin now. Dallas soon,” he wrote. It is the first time Tesla has named the next city for public Cybercab rides.
One month after launch, we’ve scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days https://t.co/EagJy2JAsm
— Robotaxi (@robotaxi) October 10, 2026
Tesla opened Cybercab rides to the public in Austin on September 4, as Teslarati reported, a day after an invite only launch event. The ramp since then has been steep. Our September 28 report had the fleet at well over 100 units after availability jumped from 58 to 125 in a single week. On Thursday, Tesla added 150 Cybercabs to the Texas automated vehicle registry, lifting its registered count to 319 from 169. The first seven appeared on the registry on August 31.
RobotaxiTracker, a community site that counts vehicles from sightings and state records, listed 275 vehicles in unsupervised service in Austin on Saturday, 105 of them Cybercabs, which is well below Tesla’s figure. Tracker counts can lag official numbers, though Sawyer Merritt noted that Cybercab wait times in Austin stayed short on Saturday evening even with more than 2,000 fans in town for X Takeover.
Regulators are watching the rollout. NHTSA opened an audit query into Tesla’s certification that the Cybercab meets federal safety standards, and sworn answers are due October 30. Tesla reports third quarter earnings on October 21, which gives the company a natural venue to define its fleet numbers and put a date on Dallas.
Elon Musk
Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up
Elon Musk sarcastically calls Mukesh Ambani ‘Prime Minister’ as the Starlink India standoff escalates again.
Elon Musk escalated his public fight over Starlink’s launch in India on Friday, addressing Reliance chairman Mukesh Ambani as “Prime Minister Ambani” in a sarcastic post on X. “Please accept my humble apologies for not realizing that you are the real boss of India,” Musk wrote, before accusing Ambani of “monopolistic exploitation” and asking whether he would “consider allowing Starlink to compete.” In follow up posts, he said Starlink has proven essential during natural disasters and would help parts of India with no internet access.
The post came two days into a fight that Musk sparked up on Wednesday, when he said Starlink was “being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people.” He called it “a crime against the people of India” and left the names out, adding only, “You can guess who they are.” Jio and Airtel together hold more than 80% of India’s telecom market. On Thursday, Musk asked whether Ambani is “the real boss of India” and said Starlink has spent five years complying with “every single law and requirement” of the Indian government.
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏
— Elon Musk (@elonmusk) October 9, 2026
India’s government has pushed back each time. The Ministry of Communications called the suggestion that its framework is unfair or discriminatory “baseless and misconceived.” Communications Minister Jyotiraditya Scindia said Friday that three companies hold satcom licenses: Starlink, Jio Satellite Communications, and Bharti backed Eutelsat OneWeb. Amazon’s Kuiper, now Amazon Leo, is still going through the process. None can launch until regulators finalize satellite spectrum pricing and the Home Ministry signs off on each company’s security compliance. Scindia said the telecom regulator and the Department of Telecommunications are close to a decision on pricing, The Hindu reported. Bharti chairman Sunil Mittal also said OneWeb is still waiting on approvals.
Starlink received its operator license in 2025 after a three year wait, and the space regulator IN-SPACe granted what industry executives called the last approval needed in July. The holdup since then centers on security, particularly concern that foreign operators could bypass Indian gateways.
Musk and Ambani have been on opposite sides of this before. In late 2024, Ambani argued for auctioning satellite spectrum, which Musk criticized as out of step with the rest of the world, and India chose administrative allocation instead. By March 2025, the two sides had signed a deal to sell Starlink devices in Reliance stores, and Starlink secured its telecom license that June. That partner is now also a competitor. Jio is reportedly weighing a constellation of 1,600 to 1,650 satellites costing an estimated $10 billion to $15 billion, while Akash Ambani has told shareholders Jio plans to lease capacity from global providers to move quickly.
Elon Musk
Elon Musk’s surprise addition to the X Takeover lineup has fans talking
Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.
Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.
Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.
Wasn’t expecting this 🫡
— Tesla Owners Silicon Valley (@teslaownersSV) October 9, 2026
This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.
Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.
Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.