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Hey, Toyota: Tesla may not have a ‘Chef,’ but at least their food doesn’t suck
At some point or another, most of us have cooked a meal for others. If you did a reasonably good job making a meal, someone may say: “You should have been a Chef.” Whether it is a hobby in your spare time or you spent multiple years at a culinary institute, cooking is one of the few things in life that everyone has to experience at some point or another. It could be stovetop ramen or a fine piece of beef with a slice of foie gras. Whatever it is, you do it to your liking, and you usually think you did it well.
However, having the title of “Chef” does not insinuate that someone is good at cooking. Some people study things for several years, and they unfortunately just do not have a knack for it. Most of us have gone to fine dining restaurants at some point or another in our lives, and we prepare ourselves to fully commit and make ourselves vulnerable to the culinary works of whoever is commanding the kitchen that evening. But sometimes, the food simply isn’t to our liking, and you say to yourself, “How could this person ever be considered a Chef?”
Toyota seems to forget that “Chef” doesn’t mean you can cook. In this case, being the head of an automotive company doesn’t mean you’re innovative, good for the job, or even right for the job.
Yet, Akio Toyoda, the President of Toyota, runs his grandfather’s business and was bold enough to cast some stones at Tesla and Elon Musk.
Toyota CEO attempts Tesla analogy and fails: ‘They aren’t really making something that’s real’
“We are losing when it comes to the share price. But when it comes to products, we have a full menu that will be chosen by customers,” Toyoda said. “They aren’t really making something that’s real, people are just buying the recipe. We have the kitchen and chef, and we make real food.”
As if comparing cooking to automotive wasn’t confusing enough, Toyoda actually thinks that Tesla is inferior to his company, even though they don’t have a pure EV in their lineup. They do have a Plug-In Hybrid EV with the Prius PHEV. Still, the company didn’t make any pure EVs because it believes hybrids are “a better bridge between ICE vehicles and hydrogen fuel-cell vehicles,” according to a 2019 article from Car and Driver.
Even still, Toyoda’s apparent attempt to derail and discredit Tesla’s automotive domination through 2020 was weak.
Your meal this evening will be prepared by Chef Elon Musk
Elon Musk probably doesn’t cook very often for the family. He’s spending his many waking hours trying to figure out what moves will take Tesla to the next level. He likely doesn’t have time to whip up a full dinner for his kids or his partner, Grimes.
Instead, Musk’s full focus is on Tesla. Because of his full-fledged obsession with “accelerating the world’s transition to sustainable energy,” Musk has often said that Tesla’s real competitors are those who refuse to adapt to electrification, and not entities who are embracing the EV revolution, like Volkswagen, for example. Even still, Musk hasn’t gone out of his way to attack CEOs or Presidents of automotive companies that are not willing to build an EV, or a lineup of them, for that matter. Instead, his efforts are solving manufacturing, making cars more affordable, and ensuring the company’s customers that his products are fun to operate.
The Appetizer
Toyota once had an electric car: The RAV4 EV, but it was discontinued in 2014, according to its website. However, the brand has stated that it will produce six new EV models that will launch over the next five years, citing “global demand” as the reason for the embrace of sustainable transportation. However, unveiling three vehicles that are eerily similar to the Smart Car wasn’t exactly what consumers had planned. Therefore, the company will begin to go after the U.S., Europe, and China: three locations with an unquenchable thirst for electric transportation. They will likely enter China before any other market.
The thing is, Toyota doesn’t seem to have a plan, as of now, to transition to a fully electric lineup. Perhaps this is what Toyoda meant by “we have a full menu.”
Like the fiery and passionate Gordon Ramsay, some chefs would say having a “full menu” is not necessarily a good thing. Having a concentration and focusing on one style of food is advantageous for not only the chefs but also for the customers.
Cars are no different. Trying to build a lineup of ICE cars, PHEVs, Hybrids, EVs, and Hydrogen Fuel Cell vehicles will have Toyota in a scenario where they are trying to balance so many different power sources. If Toyota plans to attack each subsection of a vehicle with 5-7 models, there is going to be a lot of different strategies going on, and it could spell confusion. Floyd Mayweather once used this to insult SportsCenter anchor Brian Kenny, stating he was “a Man of many traits, but a Master of Nothing.”
It might be easier to focus on one style of car, maybe two. Not five, Toyota.
The Main Course
Tesla and Toyota both have a track record of success. While Toyota’s is longer and more reputable than Tesla’s, just because of a longer existence, Tesla has influenced an entire industry to transition from what they are familiar with. Many car companies focused on creating fast, efficient, and affordable passenger cars powered by fossil fuels. Now that Tesla has come along and proven that EVs are fun, affordable, and good for the environment, massive brands like Ford and Volkswagen are committing themselves to electrification in the future. While some have more ambitious plans than others, there is nothing wrong with taking your time. As long as a company plans to transition away from gas and diesel and into EVs, it will have some backing from sustainability supporters.
The Dessert
Unlike most desserts, this one isn’t going to be very sweet.
Listening to the head of one of the largest car companies in the world cast stones at Tesla and Elon Musk is quite shocking. “They wanna see you do good, but never better than them” comes to mind here. At one point, Toyoda may have been hoping Tesla could introduce an EV that would give the company some inspiration. In fact, as a company, Toyota may have wanted someone else to dive into EVs so that it could learn from someone else’s mistakes. However, Tesla has had plenty of those mistakes, but its resiliency, which was highlighted by Elon Musk in a series of Tweets earlier this week, has made it the most valuable car company in the world.
Who is Number 2? Toyota.
Check, please.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
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SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
