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A New Chapter for X and Tesla
Elon Musk’s ecosystem of companies is undergoing seismic shifts. From leadership changes at X (formerly Twitter), to the imminent launch of Grok 4 by xAI, and Tesla’s aggressive global expansion of Full Self-Driving (FSD) capabilities, the Musk-led universe is showing no signs of slowing down. Add to that a political twist in the U.S. that might turbocharge Tesla’s Q3 deliveries, and it becomes clear that we are witnessing a transformative moment in the tech and transportation sectors.
Yaccarino Steps Down: A Recap of Her Tenure
Linda Yaccarino has stepped down as CEO of X after two pivotal years of leadership. In her farewell message posted directly on the platform, she reflected on the mission she was entrusted with: preserving free speech, transforming the company into the Everything App, and restoring advertiser confidence. She praised the team’s accomplishments in building innovations like Community Notes and laying the groundwork for X Money, while also emphasizing user safety—particularly for children.
Yaccarino worked closely with Elon Musk during a turbulent transition, especially as the company was integrated into Musk’s AI venture, xAI. That acquisition valued X at \$33 billion, a drop from the \$44 billion Musk originally paid for Twitter, but still far higher than Fidelity’s late-2024 valuation of under \$10 billion.
Elon Musk responded with a simple but appreciative message: “Thank you for your contributions.” The understated acknowledgment belied the magnitude of the transformation that took place under Yaccarino’s watch, as X repositioned itself as a global digital town square.
Grok 4 Arrives:
As one chapter closes at X, another one opens with xAI. Elon Musk confirmed the launch of Grok 4—his latest large language model—on July 9, with a livestream event scheduled at 8 p.m. PT on the X platform.
Notably, Musk skipped over Grok 3.5 in favor of pushing Grok 4 directly to market. References to this version, such as “grok-4-prod-mimic” and “Grok 4 Code,” had already begun surfacing on the platform. Musk emphasized this leap forward as a response to recent controversy: Grok had previously made a politically biased statement that Musk called a “major fail.” He slammed it for echoing “legacy media,” promising that Grok 4 would be recalibrated for political neutrality.
This announcement comes as OpenAI, Google, and xAI continue to jockey for dominance in the AI space, with xAI now supported by the Colossus supercomputer in Memphis.
Tesla’s Q3 Could Be Historic
In the automotive corner of Musk’s empire, Tesla is poised for what could be its most explosive quarter yet. The U.S. House of Representatives just passed President Trump’s “Big Beautiful Bill,” which ends the \$7,500 EV tax credit on September 30, 2025. That looming deadline is expected to spark a surge in EV sales.
Buyers rushing to cash in on the tax credit may flood Tesla with orders, and the company stands to benefit more than competitors thanks to its scale. Tesla could further supercharge demand by offering zero-interest loans or patriotic promotional bundles leading up to Independence Day.
Currently, Tesla is pacing toward 1.4 million deliveries in 2025, which would be down from the 1.8 million units it delivered in each of the last two years. But if Q3 mimics past end-of-year surges, those numbers could dramatically improve.
Full Self-Driving Expands in Europe
Meanwhile, Tesla’s Full Self-Driving (FSD) software continues its rollout across Europe. Spain became the fifth country to begin on-road testing, joining Italy, France, the Netherlands, and Germany. Regulatory challenges remain, especially with the EU, but Tesla is making headway.
Musk has publicly vented his frustration with EU bureaucracy, stating that delays are “hurting safety,” as Tesla’s internal data suggests that advanced Autopilot reduces injuries by a factor of four. The company aims to fully launch supervised FSD in Europe sometime in 2025.
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Leadership Shakeups Reflect Strategic Evolution
Yaccarino’s departure isn’t just about corporate reshuffling—it’s a sign of strategic realignment. With X now partially integrated into xAI, Musk is likely pushing for more control to ensure tighter synergy across platforms. The shift signals a broader move toward AI-driven governance within social media, with Grok becoming more central in shaping digital discourse.
Grok 4 Launch—A Tactical Move in the AI Race
Skipping Grok 3.5 in favor of Grok 4 indicates urgency. Musk is leveraging Grok not just as a chatbot but as a media reformation tool—especially in the context of his complaints about political bias. With the Colossus supercomputer live, Grok 4’s release feels like xAI’s declaration of war in the AI arms race against OpenAI and Google.
This also marks a transition from mere chatbot capabilities to real-time, politically neutral, and commercially viable AI services—potentially giving xAI a unique identity in the saturated AI market.
Tesla’s Q3 Opportunity and Risks
Q3 2025 could be a breakout quarter for Tesla. The end of the \$7,500 tax credit is a once-in-a-decade sales trigger. But there’s pressure: inventory must meet demand, financing must be attractive, and logistics need to function flawlessly.
Tesla has a chance to outmaneuver rivals by offering creative financing and timely marketing. If handled properly, this tax credit cliff could boost not only Tesla’s quarterly numbers but investor confidence going into Q4.
European Expansion: A Test of Patience
Tesla’s slow but steady expansion of FSD in Europe speaks to its persistence in overcoming regulatory hurdles. Spain’s entry into the test zone shows growing EU openness, even if sluggish. The real challenge lies in harmonizing safety standards and public trust.
If Tesla succeeds, Europe could become a critical growth hub for its autonomous tech—especially as urban centers grow more receptive to sustainable, AI-driven transportation.
✅ Fact Checker Results
Yaccarino has officially stepped down as X CEO — Confirmed
Grok 4 is launching on July 9 — Confirmed
The U.S. tax credit will end on September 30, 2025 — Confirmed
🔮 Prediction
Expect Elon Musk to consolidate more control over X as Grok 4 takes center stage, blurring the lines between social media and AI. Tesla will likely post a record-breaking Q3 in deliveries, driven by tax incentives and smart marketing. Meanwhile, Europe will slowly but surely give the green light to Tesla’s Full Self-Driving suite, making 2025 a milestone year for autonomous mobility across the continent.
References:
Reported By: www.teslarati.com
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