Investor's Corner
Tesla’s defense of workers’ safety triggers fiery Twitter rebuttal from Reveal
Tesla’s blog post calling out Reveal of intentionally painting a false picture of the company’s safety policies has triggered a fiery Twitter response from the publication on Tuesday. In an extensive article, Reveal alleged that the electric car maker is neglecting workers safety and intentionally mislabeling some of its employees’ injuries to make its facilities appear safer.
Citing former employees of the company and an executive from Worksafe, an organization that has clashed with Tesla in the past, Reveal‘s article suggested that the Elon Musk-led company is operating its facilities in a dangerous, haphazard fashion. According to the publication, much of the dangers that workers face could be blamed on management, especially CEO Elon Musk. The report claimed, for example, that Musk and Tesla’s management allowed the factory floor to have very little hazard markings for dangerous areas because “Elon does not like the color yellow.”
The Reveal article prompted a response from Tesla, which denied the allegations in the report. The Elon Musk-led company went a step further as well, stating that the piece was an “ideologically motivated attack by an extremist organization working directly with union supporters to create a calculated disinformation campaign against Tesla.”
Reveal did not take Tesla’s defense lying down. In a series of tweets on Tuesday, the publication reaffirmed the accuracy of its report. The two reporters who wrote the article have also announced that they will be doing a Reddit AMA to answer questions about their investigation into the electric car maker. Reveal’s tweetstorm could be accessed here, though we have compiled them for easier reading below.
So before yesterday’s investigation came out, Tesla released a statement accusing us of being an “extremist organization” who’s “working directly with union supporters to create a calculated disinformation campaign.” A LOT to unpack right there. So let’s do it.
First of all, there’s zero “disinformation” in this story. The story is based on internal company documents, interviews with five former members of the Tesla safety team and dozens of other current and former employees as well as medical records of injured workers, OSHA records, 911 calls and Tesla’s own injury logs.
That information shows Tesla failed to report some of its serious injuries on legally mandated reports. This makes the company’s injury numbers look better than they actually are.
Case in point: Tarik Logan.
6/ How do we know this? We got his medical records. And the text messages he sent his mom. pic.twitter.com/ciZNJBNwp7
— Reveal (@reveal) April 17, 2018
On to this accusation of “working directly with union supporters”: Our story was done completely independent of any unionization efforts. Some of the workers we talked to supported the union, but many had no involvement – including Tesla’s own former safety experts.
On to those emails: Here’s one from Justine White, the factory’s safety lead, to Elon Musk’s chief of staff on 12/21/16. “I know what can keep a person up at night regarding safety,” she wrote. “I must tell you that I can’t sleep here at Tesla.”
When White resigned, she warned that Musk’s preferences for the color yellow, and other aesthetic tastes, were creating an unsafe workplace. The reporters didn’t rely on just one source for these claims. They spoke with five former safety team members, and they all told the same fundamental concerns.
9/ When White resigned, she warned that Musk’s preferences for the color yellow, and other aesthetic tastes, were creating an unsafe workplace. pic.twitter.com/CPIrhpnHnc
— Reveal (@reveal) April 17, 2018
In its statement, Tesla complained about us visiting employees at their homes unannounced. We didn’t do that, though we do have to do it for some stories. They also complained about us getting in touch with employees on social media. That’s what fair reporters do. They go try to talk to as many people as possible to understand the true story.
Tesla is yet to respond to Reveal’s fiery response.
Back in February, Tesla VP for Environmental, Health, and Safety (EHS) Laurie Shelby published a blog post outlining the company’s target of becoming the safest car factory in the world. Shelby noted that workers safety in an automotive production line usually comes down to a combination of common sense, a culture that values safety, the rollout of proactive preventive measures, and a management that listens to its employees. According to the 25-year veteran in the EHS field, Tesla already exhibited many of these attributes even before she joined the company in October 2017.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.
Elon Musk
Tesla Cybercabs narrowly miss deadly Amazon cargo plane crash
An Amazon cargo plane crash near Miami’s airport stopped feet from dozens of Tesla Cybercabs.
An Amazon Prime Air Boeing 767 cargo jet overran the runway at Miami International Airport on Sunday afternoon, killing five people and injuring five more. The jet, operated by North Carolina based carrier 21 Air as Flight 7598, touched down around 2 p.m. after arriving from San Juan, Puerto Rico, then crossed the airport perimeter, plowed across NW 67th Avenue and struck multiple vehicles before catching fire, according to the Associated Press.
Photos and video from the scene show the aircraft’s nose stopped within meters of a fenced staging lot holding dozens of gold painted Tesla Cybercabs, the steering wheel free robotaxi Tesla began putting on public roads in Austin last week. Miami-Dade Fire Rescue has confirmed the plane struck “multiple vehicles” but has not said whether any Cybercabs were among them, and neither Tesla nor airport officials have addressed the fleet directly.
The Cybercabs had not yet entered commercial service in Miami. Tesla’s existing Robotaxi operation there runs on modified Model Y vehicles and has been unsupervised since Ashok Elluswamy confirmed the detail on X in July.
Footage of the plane crash from earlier today | #ONLYinDADE pic.twitter.com/iGoOtnd6cD
— ONLY in DADE (@ONLYinDADE) September 6, 2026
Elon Musk offered the briefest of reactions. Replying to a Zero Hedge post about the Cybercabs sitting so close to the wreckage, he wrote a single word: “Weird.” He has not commented further, and Tesla has not issued a statement.
The timing puts Tesla’s newest vehicle near an unrelated but highly visible tragedy just days after its Austin debut, a launch that had already drawn scrutiny from federal regulators. The National Highway Traffic Safety Administration opened an audit how Tesla certified the Cybercab as compliant with federal vehicle safety standards, a process Teslarati covered after the vehicle’s September 3 launch event. That inquiry concerns the car’s lack of a steering wheel and pedals, not the Miami crash.
Investigators from the FAA and NTSB are focused on the plane, not the parking lot beside it. Flight data reviewed by outlets including Simple Flying show the 767 touched down around 170 knots, well above the 135 to 140 knot range typical for the aircraft, though investigators have not determined a cause. Amazon said it is working with authorities and that its priority is the safety of everyone affected.
Whether any Cybercabs were damaged, and what Tesla plans for the fleet parked near one of the country’s busiest airports, remain open questions.
NHTSA just escalated its Tesla Cybercab investigation in a big way
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
