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Tesla’s Elon Musk gets cursed-out by CA politician who’s backed by Chevron

(Credit: Tesla, Lorena/Twitter)

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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.

(Credit: JustFacts.Votesmart.org)

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. 

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(Credit: JustFacts.Votesmart.org)

“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. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Investor's Corner

Tesla and SpaceX take “Terafab” Trademark fight to Federal Court

Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.

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SpaceX Terafab rendering

Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.

The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.

What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.

TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.

Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.

The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.

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NHTSA just escalated its Tesla Cybercab investigation in a big way

NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.

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Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.

The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.

Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.

The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.

Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.

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Tesla uber bull Ron Baron says ‘the time to buy the stock is now’

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Credit: Tesla

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.

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.

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