Tesla shareholders have been handed the replace-the-founder question several times, just never in those words. In 2018 the SEC settlement took the chairman seat away from Elon Musk. In January 2024 a Delaware judge cancelled his 2018 pay plan. Shareholders voted it back that June, then approved the new plan in November 2025 with more than 75% support, and in December 2025 the Delaware Supreme Court reinstated the 2018 package. As an investor I read all of that very simply. The owners looked at what Tesla would be without him and didn't want to own that company. Robotaxi and Optimus were bets a hired manager would never have made while analysts asked about next quarter's margins. Elon Musk keeps betting Tesla on the next ten years, and every time the owners were asked, they chose to keep that kind of founder in charge.

Tesla’s Robotaxi fleet has officially surpassed 5 million miles driven without human supervision. - The fleet has reached 5,041,947 unsupervised miles, according to the latest update. - That’s up from 4 million miles in late October and 3.1 million in mid-October. - Autonomous operations are expanding across multiple U.S. markets, including Austin, Dallas, and Houston. - The growing mileage is generating more real-world driving data as Tesla expands its Robotaxi service. Tesla is accelerating its push toward autonomous transportation, turning millions of driverless miles into valuable real-world experience.

Tesla has just officially surpassed Waymo in the total number of robotaxis registered to date in Texas for the first time. • Tesla: 1,302 • Waymo: 1,297 Tesla just added another 20 Model Ys.

Tesla is holding an event to celebrate the opening of their new Tesla Semi Laredo, Texas service center, the first of its kind in Texas. "Witness the growth of our Semi network with a site tour, experience Semi on a ride-along and learn more about Service from our team." h/t @gheeunit, more info:

Tesla's Optimus robots are moving from simple factory tasks toward more complex jobs, according to Elon Musk. He says the public will eventually be able to buy them once their safety, reliability, and range of abilities are good enough.