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Tesla’s TX plans opposed by Travis County GOP official: ‘Texans need to stand up to Musk’
Tesla’s plans for its Cybertruck Gigafactory in Travis County, Texas have received some strong opposition from Matt Mackowiak, the chairman of the Travis County GOP. In a scathing op-ed posted on The Statesman, Mackowiak urged Texas to “stand up to Musk” citing the CEO’s reputation, SpaceX’s ongoing activities in the state, and the challenges faced by Gigafactory New York.
Mackowiak warned that Elon Musk has a “spotty” history of seeking subsides, and he voiced his stern opposition to the idea of Texas giving Tesla generous incentive packages. These include $68 million on Tesla’s property tax bill over 10 years and Travis County’s additional $14.65 million in property tax rebates over 10 years. The GOP official argued that New York, which hosted Tesla’s Gigafactory 2 facility, has struggled to bring the economic impact it was intended to bring to the area as well.
“After spending nearly $900 million on the new factory, a recent audit found that the plant’s value lays around $75 million. The factory found more controversy as it struggled to prove that it had met the site’s hiring criteria. Even worse, the factory is struggling to bring the economic impact it promised to justify the high-priced deal for the state’s taxpayers. The Lone Star State could be looking at millions of dollars in public funds directed away from roads and other local needs to help a company that seems content to abandon its pledges and go wherever the incentives take them,” Mackowiak wrote.
Mackowiak also argued that SpaceX’s activities in Texas have not been good for the state, since the company has been “spending years causing headaches for the people of South Texas.” The official listed a number of grievances against SpaceX, such as road closures and noise disturbances, which Mackowiak argued disrupted the “once peaceful village of Boca Chica.” In conclusion, the GOP official urged Texans to “stand up to Musk and tell him there will be no corporate subsidies.”
Unfortunately for the vocal Mackowiak, other Texas officials appear to be very welcoming of Tesla. Amidst the company’s troubles with Alameda County last month, Tesla and Elon Musk received open letters of support from Hidalgo County Judge Richard F. Cortez, Governor Greg Abbott, Dallas, TX Mayor Eric Johnson, all of whom invited the electric car maker to set up shop in the Lone Star State. Governor Abbott, for one, specifically emphasized Tesla’s potential tax savings if it moves its headquarters to Texas.
As for Gigafactory New York, the facility has seen a relatively slow ramp due to the company’s focus on its electric vehicle business, particularly during the Model 3 ramp. However, the facility is ramping now, particularly as Tesla is now looking to expand the reach of its Energy business with its flagship Solarglass Roof V3 tiles. Supercharger V3 stalls, which are also built in Gigafactory New York, are being ramped worldwide as well. This suggests that Tesla’s Buffalo, New York facility will only get even busier in the near future, and it won’t be long before its positive economic impact to the area is felt.
It should also be noted that other states are willing and ready to welcome Tesla and its upcoming Cybertruck Gigafactory. Apart from Texas, Tulsa, Oklahoma is speculated to be shortlisted for the site of the electric pickup’s production plant. Other states such as North Carolina have also expressed interest in hosting the electric car maker’s next US-based manufacturing facility.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
