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Tesla’s Elon Musk gets cursed-out by CA politician who’s backed by Chevron
Among the adverse reactions to Tesla and Elon Musk’s stance on the ongoing shutdown of the Fremont factory, the most drastic would have to come from CA Assemblywoman Lorena S. Gonzales. The politician opted to give her two cents on the unfolding series of events this past weekend, and they were interesting, to say the least.
Instead of providing a formal statement of support for Tesla like Fremont Mayor Lily Mei, or an argument about why the factory should not reopen yet like former Secretary of Labor Robert Reich, Gonzales decided to keep her points as succinct as possible. In a tweet, the CA assemblywoman simply posted a message declaring “F*ck Elon Musk.”
Gonzales would later add a couple more points in her initial “F*ck Elon Musk” message. In a series of follow up tweets, Gonzales accused Tesla of being a highly-subsidized company that has “always disregarded worker safety and well-being.” She also claimed that the company has “engaged in union busting” and that it “bullies public servants.”
The CA assemblywoman’s follow-up tweets contain usual talking points against the electric car maker. Accusations about worker safety, for example, mirror those of an alleged expose by Reveal magazine back in 2018, which Tesla has already responded to. Musk has also noted that Fremont employees are free to unionize, though organizations such as the UAW are not particularly popular among the plant’s workers considering the union’s failures during the facility’s days as the NUMMI plant.
Interestingly enough, a look at Gonzales’ page on politician-tracking platform VoteSmart shows that the CA assemblywoman lists Chevron, one of the world’s premier fossil fuel companies, as her third-biggest contributor for the 2020 cycle. A look at Gonzales’ fundings from top industries also reveals that she has received funds from the “Oil and Gas” segment.
There are many ways to express grievances against Musk and Tesla, though it is difficult to deny that Gonzales’ simple profanity-laden statement is a bit unusual for a government official. Off-the-cuff comments may be the trend nowadays with politics spilling over to online platforms, but it is still a bit off to see overtly aggressive posts such as “F*ck Elon Musk” coming from a CA assemblywoman. Such statements are common to the TSLAQ community and outspoken short-sellers, but one would expect an elected official to behave online differently.
Amidst the ongoing shutdown of the Fremont factory, Scott Haggerty, the county supervisor for the district in Alameda County, suggested to the New York Times that things would have been better had Musk not filed a lawsuit against the county. According to Haggerty, Tesla was poised to reopen the Fremont factory on May 18, but Musk wanted the factory to resume operations earlier. With Tesla filing a lawsuit against the county, Haggerty warned that things would likely be delayed further.
“We were working on a lot of policies and procedures to help operate that plant, and quite frankly, I think Tesla did a pretty good job, and that’s why I had it to the point where on May 18, Tesla would have opened. I know Elon knew that. But he wanted it this week.”
“It (the lawsuit) was only a threat, and as an elected official, I get threatened all the time. It does, at that point, slow down conversations between my contact at the plant and myself. He could have spent time enjoying his new baby and given me and my staff a couple more days, and his plant would have been open on May 18. Am I somewhat sympathetic with Tesla? Yes, I am. Am I sympathetic to the way Musk is treating people? No.” Haggerty said.
Other automakers in the United States are not on the same boat as Tesla. General Motors, Ford, and Fiat-Chrysler have stated that they will resume operations on May 18. Toyota intends to reopen its US plants on May 11. German automaker Mercedes-Benz has already resumed operations at its SUV plant in Alabama, as well as a van factory in South Carolina.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
