A Tesla rival’s ex-CEO has made a shock prediction about CEO Elon Musk, stating that he believes he will abandon the production and manufacturing of electric vehicles altogether, eventually deciding to focus on robotics, SpaceX, or Artificial Intelligence.

Ex-Stellantis CEO Carlos Tavares said in an interview recently that he believes Musk will see no future for Tesla’s EVs, and will eventually bail on the development of them altogether (via Detroit News):

“We can’t rule out that at some point, he’ll decide to leave the automotive industry to refocus on humanoid robots, SpaceX, or artificial intelligence. Elon Musk will have left the automotive industry.”

Musk is no stranger to crazy moves or even speaking his mind. However, a prediction of this magnitude does not seem entirely accurate, especially considering that one of Tesla’s biggest priorities currently is that of self-driving cars, something the company has devoted and invested billions of dollars and endless time to.

Despite that, Tavares still believes Tesla will eventually phase out of the automotive industry altogether and will be beaten by BYD. He also criticized Tesla’s valuation on the stock market, saying it was “simply stratospheric.”

Stellantis changes its tune after Tavares steps down

The comments came as Tavares was promoting a new self-memoir. He finished with a shock claim that Tesla won’t even be around in ten years:

“Tesla’s stock market value loss will be colossal because this valuation is simply stratospheric. I’m not sure that Tesla will still exist in 10 years. It’s an innovative group, but they’ll be beaten by BYD’s efficiency.”

Musk saw the story shared on X and said that Tavares “has no clue,” effectively dispeling the mentality that he could simply abandon such a crucial part of the company’s product line and forget about the millions of people who have already bought the company’s cars and invested into gathering data for its Full Self-Driving tech.

He has absolutely no clue

— Elon Musk (@elonmusk) October 24, 2025

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Musk is set to commit to Tesla for many more years in early November, as Tesla shareholders are set to vote on a $1 trillion proposed pay package from the company’s Board. It is likely the pay package will pass, as the previous two votes on a separate package were overwhelmingly approved.

However, Musk’s true concern is having enough influence with ownership to handle and manage the company’s fleet of Optimus robots.

Tesla “Mad Max” mode has gotten its first bit of regulatory attention, as the National Highway Traffic Safety Administration (NHTSA) has asked for additional information on the Speed Profile.

A few weeks ago, Tesla officially launched a new Speed Profile for Full Self-Driving (Supervised) known as “Mad Max,” which overtook the “Hurry” mode for the fastest setting FSD offers.

Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet

It launched with Full Self-Driving v14.1.2, and it was no secret that the company was looking for a new mode that would cater to more aggressive driving styles.

The release notes showed the description of the Speed Profile as:

“Introduced new speed profile MAD MAX, which comes with higher speeds and more frequent lane changes than Hurry.”

It certainly lived up to its description. In our testing, it was aggressive, fast, and drove similarly to some of the more challenging traffic patterns I’ve come across.

In normal highway driving, it was one of the quicker cars on the road, while other applications saw it be a suitable version for navigating things like rush-hour traffic.

Here’s what my experience with it was:

🚨 Tesla “Mad Max” testing on FSD v14.1.2

It drives like a human being! Consistent lane changes, keeps up with quicker traffic, very refined

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Well done Tesla Team pic.twitter.com/wzTucDhczA

— TESLARATI (@Teslarati) October 19, 2025

While Tesla owners have certainly enjoyed the feature and the behaviors of Mad Max, the NHTSA said it is in contact with Tesla about it, looking to gather additional information. Additionally, it said:

“The human behind the wheel is fully responsible for driving the vehicle and complying with all traffic safety laws.”

The important thing to note with Mad Max mode, along with the other Speed Profiles, is that the driver can choose whichever one they’d like, and they all cater to different driving styles.

While Mad Max is more aggressive, modes like “Sloth” and “Standard” are significantly more conservative and can be more suitable for those who are not comfortable with the faster, more spirited versions.

Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that could outperform its predecessor by a notable margin. Speaking during Tesla’s Q3 2025 earnings call, Musk outlined how the chip will be manufactured in partnership with both Samsung and TSMC, with production based entirely in the United States.

What makes AI5 special

According to Musk, the AI5 represents a complete evolution of Tesla’s in-house AI hardware, building on lessons learned from the AI4 system currently used in its vehicles and data centers. “By some metrics, the AI5 chip will be 40x better than the AI4 chip, not 40%, 40x,” Musk said during the Q3 2025 earnings call. He credited Tesla’s unique vertical integration for the breakthrough, noting that the company designs both the software and hardware stack for its self-driving systems.

To streamline the new chip, Tesla eliminated several traditional components, including the legacy GPU and image signal processor, since the AI5 architecture already incorporates those capabilities. Musk explained that these deletions allow the chip to fit within a half-reticle design, improving efficiency and power management. 

“This is a beautiful chip,” Musk said. “I’ve poured so much life energy into this chip personally, and I’m confident this is going to be a winner.”

Tesla’s dual manufacturing strategy for AI5

Musk confirmed that both Samsung’s Texas facility and TSMC’s Arizona plant will fabricate AI5 chips, with each partner contributing to early production. “It makes sense to have both Samsung and TSMC focus on AI5,” the CEO said, adding that while Samsung has slightly more advanced equipment, both fabs will support Tesla’s U.S.-based production goals.

Tesla’s explicit objective, according to Musk, is to create an oversupply of AI5 chips. The surplus units could be used in Tesla’s vehicles, humanoid robots, or data centers, which already use a mix of AI4 and NVIDIA hardware for training. “We’re not about to replace NVIDIA,” Musk clarified. “But if we have too many AI5 chips, we can always put them in the data center.”

Musk emphasized that Tesla’s focus on designing for a single customer gives it a massive advantage in simplicity and optimization. “NVIDIA… (has to) satisfy a large range of requirements from many customers. Tesla only has to satisfy one customer, Tesla,” he said. This, Musk stressed, allows Tesla to delete unnecessary complexity and deliver what could be the best performance per watt and per dollar in the industry once AI5 production scales.