Elon Musk
Tesla reportedly suspended Cybercab and Semi parts order amid tariff war: Reuters
A new report claims Tesla is suspending the order of some parts for the Cybercab and Semi from China due to tariffs.
In a new report that cites people with “direct knowledge,” Tesla has apparently suspended a parts order for both the Cybercab and Semi that was set to come from China as a result of the tariff war between the country and the U.S.
Reuters reported this morning that the move was made as the 34 percent tariff on Chinese goods was raised to 145 percent. The report states that Tesla was “ready to absorb the additional costs when Trump imposed the 34 percent tariff on Chinese goods, but could not do so when the tariff went beyond that.”
This left Tesla in a situation where it had to make a decision, and ultimately chose to suspend shipping plans as a result.
Tesla, nor its CEO, Elon Musk, has responded to the report, so it is not known whether it has been confirmed. Tesla does not have a dedicated press relations division.
However, if it is true, Tesla would likely feel some repercussions from the parts delay for Cybercab, which it planned to launch in June with the start of a robotaxi ride-hailing platform in the City of Austin.
It is worth mentioning that this will not derail the plans completely, as the Model 3 and Model Y were also targeted to be a part of this initial rollout.
As far as the Semi, volume production is set to begin in early 2026. The first builds of the Semi’s high-volume design are slated to roll off production lines in Nevada late this year.
First Tesla Semi high-volume production builds expected this 2025
Tesla has responded to the tariffs in several ways, including halting the delivery of its Model S and Model X vehicles in China as the country imposed a 125 percent tariff as a retaliation against the United States.
It is no secret that Tesla is being impacted by the tariff situation, and Musk has been transparent about that. However, it is unknown whether it will begin to impact the company’s future projects, like the Semi and Cybercab.
Elon Musk
Elon Musk just roasted Sam Altman’s Tesla Roadster cancellation
“And you forgot to mention act 4, where this issue was fixed and you received a refund within 24 hours.
But that is in your nature.”
Elon Musk has responded to OpenAI CEO Sam Altman’s decision to cancel his Tesla Roadster reservation, which he revealed on X on Thursday.
We reported on Altman’s decision, which he called “A tale in three acts,” showing his confirmation email from Tesla back in 2018, an email requesting his $50,000 deposit back after canceling his order, and a notification from Google that the email he sent was not delivered.
A tale in three acts: pic.twitter.com/ClRZBgT24g
— Sam Altman (@sama) October 30, 2025
Musk did not take too kindly to the post from his tech rival, first referencing his position with OpenAI, and then confirming that Altman received his reservation deposit back within 24 hours:
And you forgot to mention act 4, where this issue was fixed and you received a refund within 24 hours.
But that is in your nature.
— Elon Musk (@elonmusk) November 1, 2025
OpenAI was started by Musk, Altman, and others back in 2015, and was geared toward being a non-profit company that would develop safe artificial intelligence that would be accessible to people.
However, Musk and Altman did not agree on the future of the company. Musk left, and Altman turned OpenAI into a for-profit company. This led to a variety of lawsuits and some very public spats between the two. Musk has called out Altman for turning the company into a for-profit, which has been his main source of criticism for his former colleague.
The Roadster has been hanging in the balance of Tesla’s manufacturing plans for seven years, but the company has made more indications that it will be unveiled later this year and will have some insane technologies.
Musk said on Friday in an episode of the Joe Rogan Experience Podcast that Tesla is “getting close to demonstrating the prototype.”
He said:
“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one…I think it has a shot at being the most memorable product unveil ever. [It will be unveiled] hopefully before the end of the year. You know, we need to make sure that it works. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”
Musk hinted that the vehicle could fly and would have “crazy technology” that would put James Bond’s vehicles to shame. It will be interesting to see what Tesla will unveil when the event happens and if it can come through on this mind-blowing teaser.
Elon Musk
Tesla to ramp to 500 Robotaxis in Austin, 1,000 in Bay Area, by end of 2025: Musk
This was, at least, as per recent comments from CEO Elon Musk during his appearance on the All-In podcast.
Tesla’s Robotaxi pilot is still in its early stages, but it seems like the program in Austin and the Bay Area will see a notable update soon. This was, at least, as per recent comments from CEO Elon Musk during his appearance on the All-In podcast.
Robotaxi expansion
While discussing Tesla’s Robotaxi ambitions, Elon Musk shared some tidbits about the company’s targets for the autonomous ride-hailing program. As per Musk, Tesla is pushing to increase its Robotaxi fleet size in Austin to 500 units. The Robotaxi fleet in the Bay Area will also be increased to 1,000 units. These expansions are expected to be accomplished by the end of the year.
“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said in the podcast.
Considering that there are only two months left in the fourth quarter of 2025, Tesla’s Robotaxi team will likely be extremely busy during the next eight weeks. A successful expansion of the Robotaxi pilot in Austin and the Bay Area will also bode well for the company’s ride-hailing program, which has been pretty conservative as of late.
Musk’s Robotaxi comments
Elon Musk has been pretty clear in the past that Tesla’s FSD and Robotaxi network would play a huge role in the company’s future valuation and potential. Thus, during the third quarter earnings call, Musk highlighted that Tesla will also be transitioning to a system with no safety monitors in Austin by the end of the year.
“We are expecting to have no safety drivers in at least large parts of Austin by the end of this year. So within a few months, we expect to have no safety drivers at all in at least parts of Austin. We’re obviously being very cautious about the deployment,” Musk said during the Q3 2025 earnings call.
Elon Musk
Neuralink’s first patient could receive an upgrade: Elon Musk
Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade.
Neuralink’s first human patient might be in line for a very interesting development in the future.
Based on recent comments from Elon Musk, Neuralink seems to be considering an “upgrade” for its first human patient, allowing him to perform even more sophisticated tasks using only his mind.
Elon Musk’s recent comments
Musk’s update came as a reply to an X post that featured some details about the current activities of Noland Arbaugh, the first person in the world to receive a Neuralink implant. Since receiving his implant, Arbaugh has been able to take back his life, and he now games, attends class, and even works as a paid speaker.
In his response, Musk stated that Arbaugh could also be the first Neuralink patient to receive an upgrade. “Noland might be the first to receive a Neuralink upgrade and/or dual Neuralink implant to further augment his abilities. It won’t be long before a Neuralink recipient can beat most and eventually all humans at fast reaction video games,” Musk wrote in a post on X.
Noland’s recent update
Noland actually provided a quick update about his life with his Neuralink implant, which he fondly named Eve, on X. He noted that his direct involvement with Neuralink has lessened as more participants have joined the company’s human trials. And despite a recent pressure sore setback, he remains optimistic and teased “big news” coming for his two-year update in early 2026.
Beyond his recovery, Arbaugh stated that Neuralink has made everyday goals achievable again. He is currently studying neuroscience, taking chemistry, biology, and pre-calculus and maintaining good grades, something he said would have been impossible without Neuralink.
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