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Tesla Power Play: Why running a contested Elon Musk narrative is playing with fire
Award-winning journalist Tim Higgins‘ book, “Power Play: Tesla, Elon Musk, and the Bet of the Century,” is among the most recent explorations into the fascinating character of Elon Musk. But unlike other works such as the still-definitive biography from writer Ashley Vance, Higgins’ book chronicled Tesla’s story during the Model X and Model 3 ramp (among others), periods that Musk himself admitted were among the most challenging times of his professional life.
Filled with stories from numerous sources and spanning Tesla’s history from its early days to last year’s pandemic, Power Play painted a picture of how an incredibly determined Elon Musk practically willed Tesla into being, and how his ego and pettiness caused the company to pay the price more than once. This was a point that moderate Tesla critics would argue: Tesla is a success today not because of its CEO, but in spite of Elon Musk.
After all, as the book noted in its Prologue, Musk may be a very public figure, but there is still a question surrounding him. “Is Elon Musk an underdog, an antihero, a con man, or some combination of the three?” Higgins noted in the book.
A Strong Story with Strong Denials
A book written about Tesla’s most turbulent years is bound to have some controversial elements. And in Power Play, few excerpts would be as controversial as a supposed call between Tesla CEO Elon Musk and Apple CEO Tim Cook in 2016. At the time, Tesla was in dire financial straits as it attempted to produce the Model 3 and master the Model X’s production. According to the book, Tim Cook then had an idea: Perhaps it would be a good idea to buy Tesla. Musk reportedly proved interested, but on one condition: he stays on as CEO.
Cook thought the condition was reasonable. After all, when Apple bought Beats in 2014, it decided to keep the company’s original founders. Musk, however, supposedly clarified his request, stating that he’d have to be the CEO of Apple. Gobsmacked at the request, Cook reportedly gave Musk a solid “F*ck you” before hanging up the phone.
The anecdote was shocking enough, and it prompted quite a lot of coverage from the mainstream media, several of whom argued that the story was believable. This was despite the story being denied by both Musk and Cook. Last year, Musk remarked on Twitter that he did try to arrange a meeting with the Apple CEO during the Model 3’s most painful days, but Cook declined the meeting. Cook, on the other hand, clearly told The New York Times‘ Kara Swisher during an appearance at the Sway podcast that he’d never spoken to the Tesla CEO.

Power Play did mention that Cook denied the anecdote presented in the book, though it did not include Musk’s comments about him and the Apple CEO never speaking with each other. The book mentioned, however, that while the two executives claimed to have never spoken to each other, Musk and Cook have been photographed sitting close together at a meeting held by former US President Donald Trump in 2016.
A Compelling Narrative for a Compelling Character
In a Twitter post, Higgins stated that the tale of Musk and Cook’s phone conversation was a story told inside Tesla, and its details were related by individuals who heard it. That being said, it is still quite interesting to see that the anecdote made it to Power Play despite solid denials from both Cook and Musk. The book was published August 2021, after all, and Cook’s comments in the Sway podcast were published on April 2021. Musk’s statements about never meeting Cook, despite relating to a different time in Tesla’s history, were made even earlier in December 2020.
It should be noted that Power Play is, at its core, a nonfiction book that aims to provide a nonfictional account of some of Tesla’s most challenging times. This is why, at least to some degree, a story denied by both participants like the supposed Musk-Cook conversation seems far too risky. A nonfiction writing coach contacted by Teslarati noted that an author would typically be hard-pressed to find a more reliable source than the actual participants of an event.
That being said, the anecdote does help establish the character of Elon Musk in the book as someone egoistic enough that he would make an obviously unreasonable demand on Tim Cook at a time when Tesla desperately needed Apple’s help. There is no doubt that the image of Tim Cook, who is known for always being soft-spoken and well-mannered, giving Elon Musk a sharp “F*ck you” on the phone definitely makes for a compelling narrative.
Dr. John Cook, founder of Skeptical Science and a specialist on false news, noted in a statement to Teslarati that stories such as the two CEOs’ supposed conversation could easily become an inspiration for conspiracy theories, or at least confirm people’s preconceptions of individuals in power. The Skeptical Science founder noted that when people encounter new information that confirms their own preconceptions, there is simply a high likelihood that they would believe it, even if the anecdote’s turthfulness is contested.
“When you have powerful people involved in misinformation, that’s ground for conspiracy theories. So having people like Elon Musk and Tim Cook — inevitably, people get suspicious of people in positions of power, and that’s a very human and natural bias called intentionality bias. We tend to ascribe motives and intent behind what can even be random events. And that’s especially the case when you have powerful people,” Dr. Cook said.
The Burden of Truth
Nonfiction writers have a huge burden on their shoulders, as the stories they tell serve the purpose of relating a truthful recounting of real-life events. As such, it is pretty common practice for books in the genre not to include stories that don’t have corroborating evidence. Otherwise, a nonfiction author might end up countering the nonfiction values of truth and honesty.
Emma Frances Bloomfield, Assistant Professor of Communication Studies at the University of Nevada, Las Vegas, told Teslarati that the burden of proof ultimately rests on the author in cases like the Musk-Cook phone call. And if an author does decide to push through with a story denied by the people involved, then the anecdote would be best presented as a contested account so that readers could decide for themselves. Power Play did this to a point for Cook’s side with its note about the Apple CEO’s denial, but the book did not mention Musk’s comments on Twitter at all.

“If a story is presented as being truthful and accurate (such as in a nonfiction book), the storyteller has a burden of proof to verify the story or provide evidence of its truthfulness, which is hard to do when the people the story is about are denying it. If the author has some external reason to believe it still happened, then it could certainly be told, but with the caveat that the people in question dispute it.
“We don’t, of course, want to promote falsehoods and inaccuracies, so making it clear how much evidence there is for certain occurrences is crucial. Because this book is under ‘nonfiction’ as opposed to historical fiction, I would expect that there is a minimum truth quality to all of the work therein. In other words, the author must have a compelling reason to believe the conversation took place even though Musk and Cook dispute it,” she wrote.
Playing with Fire
There is some irony in the idea that by publishing the contested story of Musk and Cook’s supposed conversation, Higgins ended up playing with fire himself, much like the character depicting the Tesla CEO in Power Play. Pushing through with a contested narrative carries some risk, and not just in terms of social media clout. In a message to Teslarati, Jonathan Crafts, a partner at Fields & Dennis LLP, Wellesley, MA, stated that both the author and publisher of Power Play might be at risk of legal trouble, at least if either Musk or Cook seeks an injunction against them.
Intellectual Property Litigation Law partner Craig R. Smith of Lando & Anastasi, LLP, Boston, MA, added more insights to the potential risks involved when an author runs with a contested story. Smith noted in a message to Teslarati that overall, authors and publishers of nonfiction are at an increased risk of being sued for defamation due to the nature of their work. “In this situation, either Musk or Cook could allege that the statements made in the book are false and that the false statements harmed his reputation,” Smith said.
Every book has a narrative, regardless of whether it is fiction or nonfiction. Books such as Power Play are character-driven since it focuses on people’s struggles as they attempt what could very well be described as the impossible at the time. And central to the book’s narrative is the polarizing figure of Elon Musk, whose persona both online and offline could be the perfect bait for misinformation and conspiracy theories. And while tales with little truth are definitely questionable, Dr. Cook noted that it is easy to see why people tend to gravitate towards them.
“Conspiracy theories can be compelling because they’re simple stories with compelling characters. A conspiracy theory doesn’t even have to have a relation to the truth at all. But if it’s a simple story with villains, with nefarious intent — that grabs people’s imaginations — and simple stories like that are easier to process and understand than more complicated truths,” Dr. John Cook remarked.
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Tesla Q2 delivery consensus confirms this long-standing theory
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.

Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
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Tesla looks keen to bring larger Model Y L to the U.S.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
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One of Tesla’s biggest threats just got banned in the U.S.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.