Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
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.
Elon Musk
Tesla Cybercab steering wheel dilemma gets final answer from Elon Musk
Tesla Cybercab is the company’s autonomy-geared automobile that will eventually begin the phase-out of human drivers. In recent days, however, there has been speculation regarding the vehicle’s equipment and whether it would be fitted with a typical steering wheel and pedals.
CEO Elon Musk put an end to this discussion, at least for now, as he maintains the vehicle will not have anything that would remotely resemble any possibility of any sort of manual operation.
The problem is, there is a flaw in his logic, and his justification for the reasoning is an opinion. But Musk has a special ability; he has the final say on what goes on at Tesla, and if he does or doesn’t want manual controls in the new vehicle, he’ll get his way.
On the All In Podcast on Friday, Musk gave his final answer to whether the Cybercab would have a steering wheel or pedals by stating it would not when the production units start rolling off lines in Q2 2026.
He provided a further explanation:
“The reality is, people may think they want to drive their car, but the reality is that they don’t. How many times have you been in an Uber or Lyft and said ‘I wish I could take over for the driver, get off my phone, and drive to my destination? 0.0 times.”
🚨 Elon Musk says Tesla will NOT put a steering wheel in the Cybercab (via All In Podcast):
“The reality is, people may think they want to drive their car, but the reality is that they don’t. How many times have you been in an Uber or Lyft and said ‘I wish I could take over for… pic.twitter.com/SGu3to5anA
— TESLARATI (@Teslarati) October 31, 2025
Although the units that have been spotted on public roads in recent days are equipped with a steering wheel and pedals, it is because Tesla is testing the vehicle in real-world situations, and manual controls are required for it.
Tesla Cybercab spotted testing on public roads for the first time
Some Tesla fans in the community have said that the car seems more geared toward being suitable for manual operation as opposed to a fully autonomous vehicle primed for driverless ride-hailing.
Earlier this week, Tesla Board Chair Robyn Denholm said that if the company had to put a steering wheel or pedals into the Cybercab, it would.
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