News
President Joe Biden’s Tesla-void EV speech gave Ford too much credit [Opinion]
Earlier today, President Joe Biden spoke at Ford Motor Company’s Dearborn plant in Dearborn, Michigan, with intentions of delivering more details regarding his plans to expand the EV sector in the United States through a more broad charging infrastructure, freely unionized manufacturing jobs, and a heavily supportive dialogue that failed to include any details on companies that are pushing electrification forward, like Tesla. In my opinion, it showed that the President doesn’t have a broad understanding of electrification. While that’s okay, his position as President of the United States requires more comprehension on subjects that involve reducing emissions and increasing the number of EVs on the road, a direct factor in the reduction of greenhouse gases entering the atmosphere.
His speech gave Ford entirely too much credit, especially as the main essence was combining EV production with unionized jobs for U.S. workers.
In the speech, President Biden commended Ford for its extensive history of automotive legacy, something that nobody can deny. Ford has a rich history when it comes to cars, and some of its vehicles are still the best and most popular on the market. Two of the four vehicles I have owned have been Fords, the most recent being a 2008 Ford Escape Hybrid. It was the best car I’ve ever had. My Dad has owned nothing but Fords for as long as I can remember.
President Biden was increasingly concerned about the number of jobs that could be offered to U.S. workers or whether American companies would have to depend on foreign countries to build and produce EVs. It simply wasn’t an option for the American economy, the President hinted. Ironically, his speech took place at a facility owned by a company that outsourced its first mass-market electric vehicle production to Mexico.
With Ford entering the EV sector with the Mustang Mach-E, it opened up a favorable introduction into the industry for the company that Henry Ford started in 1903. The vehicle is safe and was awarded an IIHS Top Safety Pick award, and has received favorable reviews from owners thus far. Despite minor issues early on related to software, the Mustang Mach-E undoubtedly has a bright future in the sector and will likely be one of the company’s most popular vehicles for the coming years. But it’s not going to throw Ford into EV superstardom, especially not with the U.S.-produced tune that Biden spoke highly of during his speech. The vehicle is actually built at the Cuautitlán Assembly Plant in Cuautitlán Izcalli, Mexico.
That’s not going to help the American economy, nor will it supply U.S. workers with union jobs that Biden talked so much about during his speech.
The issue is, Biden seemed to give Ford credit for things that they’re just not very well-versed with quite yet. President Biden mentioned during the speech that the United States was falling behind China in terms of EV tech and battery cell efficiency. “Right now, China is leading in this race. Make no bones about it. It’s a fact.” The problem is this just simply is not true.
An American company is winning this race. An American company is dominating this race. An American company is growing its employment force hand over fist on an annual basis. An American company had the most popular electric car in China last year.
It was Tesla.
The issue with this is that America is in the lead when it comes to EVs. It is in the lead when it comes to EV batteries, and employment isn’t an issue for the company that continues to dominate the electric vehicle sector as a whole. Tesla is the benchmark for all three of these subcategories: overall EV performance, EV battery tech, and employment.
Tesla’s electric vehicles are the leader of the industry. With performance and range ratings that sit well above any other vehicle on the market, there is no secret why the company continues to be held to such a high standard. Recent data compiled by the EV Sales Blog shows that Tesla was the most popular EV OEM through Q1 2021, leading the partnership between SAIC, GM, and Wuling by nearly 82,000 units. Tesla sold roughly 184,500 cars through Q1. SAIC-GM-Wuling sold 102,574.
Ford was 17th, with 17,891 units sold in Q1.

Credit: EV Sales Blog
In batteries, Tesla’s 2170 cells come from Panasonic in Nevada at Tesla’s Gigafactory in Sparks. It is currently developing the 4680 cell, which will provide more power, range and decrease production costs by a significant margin. Tesla is effectively on the verge of decreasing electric vehicle costs by a significant margin, and in a few years, it expects to build a $25,000 car that will reach price parity with gas-powered rivals. While Biden spoke highly of Ford’s Georgia-based battery production plans for the electric F-150, he didn’t mention Tesla’s production of the 2170 cells in Nevada, nor did he mention the massive project at Kato Road in Northern California, just a stone’s throw away from Tesla’s Fremont Factory. This building is where Tesla is developing the 4680 cells, and it is rumoredly a Top 10 capacity cell manufacturing facility in the world.
Tesla’s 4680 Kato Rd. facility has a top 10 capacity, and it’s not even close to finished
While Biden’s enthusiasm for electric vehicles seems to be evident, it appears that the President needs a crash course in the world of EVs. It is rather bothersome to hear our President give zero credit to the American EV powerhouse Tesla, and while I can understand that Tesla may be on the list of banned words during a speech at Ford factories, it is a scare tactic to state that it’s an absolute fact that China is kicking our butts in EV development.
Make no bones about it, President Biden. It’s a fact that Tesla is leading this race. It’s not a close one at the current time, either.
I would love to see Biden make his way to Northern California for a tour of the Fremont Factory, or even a talk with Elon Musk regarding what Tesla is doing for the planet in terms of EV production. As Tesla has taken a commanding lead in the sector, legacy automakers have been forced to oblige and adapt to the changing industry. It is no coincidence that when these companies talk about who they are gunning for, Tesla is atop the list.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.