Tesla's ranking according to Axios in several categories when compared to others
Axis
Tesla took a significant dip in this year's Axios Harris Poll 100 reputation rankings, dropping from number 12 to number 62, which places the company in the "Good" category. This significant dip comes amidst a shifting landscape for the EV industry, Elon Musk's Twitter takeover, and concerns over the CEO's focus. Before we go too far, it's important to note that the information for this study was compiled from March 13 to 28.
The Axios Harris Poll is a respected annual survey that measures the reputations of America's most visible brands. This year, the survey compiled the opinions of 16,310 Americans. Respondents were asked to rate the companies that, in their opinion, stand out for having the best and worst reputations today.
Despite the drop, Tesla did achieve "Excellent" scores in the trajectory, vision, and products and services categories, signifying a strong appreciation for the company's innovations and future-focused mindset. However, it received "Fair" marks in trust, character, and citizenship.
Musk's Twitter Takeover and the Impact on Tesla
This decline coincides with Tesla CEO Elon Musk's takeover of Twitter. According to Axios' Sara Fischer, the shift in reputation could be attributed to several factors related to Musk's decision. First, the stock dump necessary for the Twitter acquisition raised eyebrows. Second, shareholders have accused Musk of neglecting Tesla, calling for him to appoint a new CEO for Twitter to refocus his attention on the EV manufacturer.
Again, important to note that the situation has already changed. Musk has appointed Linda Yaccarino as Twitter's new CEO. Musk also rebuffed rumors that he would leave Tesla, stating that the new Twitter CEO will allow him to spend more time at Tesla.
Tesla's Continued Strength in Innovation Amidst Challenges
Furthermore, Tesla's status as the unrivaled trailblazer in the EV field is being increasingly challenged. Major traditional automakers, like Ford, Honda, and Toyota, have begun to invest heavily in electric vehicles, chipping away at Tesla's "shiny new object" status. As a result, these automakers have surpassed Tesla in this year's reputation rankings, with Ford at number 32, Honda at 13, and Toyota landing a coveted spot at number 6.
But as Axios and the 16,000 respondents fail to realize, Tesla is more than the king of EVs. Solar continues to grow in popularity, and Tesla is a major player in that space, and let's not forget Optimus. The company has fundamentally shifted the paradigm of what's possible in personal transportation. Tesla's innovative spirit remains its core strength, evidenced by its high scores in trajectory and vision.
Tesla's reputation has seen a hiccup in this year's Axios Harris Poll. While the Twitter takeover and concerns over Musk's dual CEO role have contributed to this decline, the competition from traditional automakers embracing EV technology should not be overlooked. As the industry evolves, Tesla must strategize to maintain its influential role and polish its public image to climb back up in future reputation rankings.
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In this article, we’ll cover Tesla’s updates on Optimus, batteries, and Tesla Energy.
Optimus
Tesla has been working away on their humanoid robot and continues to make progress in software and hardware.
First, Tesla is preparing the Fremont factory for the Optimus pilot production line, which is scheduled for completion later this year. Once it is, wider deployments of Optimus for internal use within Tesla’s facilities are expected as well. Tesla aims to have several thousand Optimus units working in its North American factories by the end of the year once the pilot production line is operational.
Tesla’s goals for production remain extremely lofty - 1 million units per year by 2030. However, they could face some challenges when ramping production.
Key components like the shoulder actuators use specialized permanent and rare-earth magnets, which are currently sourced from China. Due to recent Chinese restrictions on the overseas sale of these magnets, Tesla is seeking an exemption or alternative suppliers. They have not yet looked into modifying the shoulder actuator but will likely do so if they cannot obtain the necessary materials.
Batteries
Batteries are another item that Tesla’s teams have been working on behind the scenes for years now. The second generation of the 4680 - the Cybercell - has been IRA-compliant for some time now. This means that the Cybertruck is eligible for the US Federal EV rebate.
Tesla also achieved the lowest cost-per-kWh of any of its cells with the 4680 battery - and it is potentially one of the cheapest cells being manufactured by any vehicle battery manufacturer at this point. With dry-cathode still being worked on, Tesla may be able to squeeze more optimizations and cost efficiencies from the 4680 cells.
Additionally, Tesla is progressing with its plans for lithium refining and cathode production in the US, both of which are scheduled to commence in 2025. While the company says they’re no longer supply-constrained for non-LFP vehicle batteries, on-shoring production and sourcing critical minerals from nations outside of China will be key.
LFP batteries continue to be supply-constrained, namely for the Tesla Energy division. LFP batteries and their materials are sourced from China. Due to tariffs and limited exports, Tesla can’t obtain enough and is considering potentially building an LFP production facility in North America.
Energy
Tesla’s energy division is still experiencing some of the highest growth of any of its divisions. Year over year, Tesla saw a 154% increase in energy storage deployments, including both Megapack and Powerwall - for a total of 10.4 GWh deployed in just Q1 2025. While deliveries in energy storage remain volatile due to the nature of Megapack installations, Tesla expects growth to continue rapidly in this segment.
Tesla also deployed 1GWh of Powerwall 3 residential storage this quarter, marking its strongest quarter. Powerwall 3 has received positive feedback from customers, many of whom appreciate its new capabilities with its built-in inverter for solar.
Megapack is continuing to see demand increases, currently highlighted by utility-scale Megapack systems, as well as data centers requiring stable power delivery. Megafactory Shanghai is also online now and producing Megapacks - with an annual production capacity of 20GWh today and up to 40GWh in the future. The site has also produced over 100 Megapacks this quarter, which are all awaiting delivery.
There was a lot of interesting news from Tesla’s Q1 2025 Earnings Call, covering everything from FSD and Robotaxi - to the less glamorous but equally important Megapack and Powerwall.
Tesla is heavily leaning into artificial intelligence, and its insurance offering is just another example of how it’s improving its product or lowering costs by leveraging AI.
Tesla recently started offering an insurance discount in select states when drivers use FSD for at least 50% of their drives and now it’s introducing an AI to help handle customer claims.
Tesla has developed an in-house voiced AI agent that can assist customers in handling simple support requests for Tesla Insurance.
For customers calling in from those states, the new AI agent provides a unique way to address the most common support calls. And it’s not just answering common questions but actually making requested changes to the owner’s account.
Policy Changes
The first key item is that it automates policy changes. Simple policy updates, including adjusting your deductible or coverage limits, are now done via AI. For policyholders who are simply looking to make quick changes and don’t have any questions, this makes the process a lot quicker by not having to wait for a representative. Tesla isn’t eliminating representatives, but this could reduce the number of representatives required or reduce wait times.
Continue Where You Left Off
The second item here, highlighted by Raj Jegannathan from Tesla’s internal IT team, is that Tesla’s AI agent is able to offer summaries of the user’s last interaction with Tesla Insurance. It will summarize your last interaction and provide assistance on that particular topic if you need to continue it. That means that you don’t have to wait for a human to review your file - the AI will kick off right where you left off.
Tesla appears to be focused on improving efficiency and making support more accessible. While actual items like claims are left up to humans due to their inherently complex nature, this helps free up employees to handle more complex items. While there’s no doubt Tesla will continue to develop this AI like they do everything else, we may soon see it take on even more tasks.
More AI
This isn’t the first AI agent that Tesla has demoed - there is now a chat-based AI sales agent available on the front page of Tesla’s website, which is able to answer common questions on Tesla vehicles.
Tesla has also been improving their AI support tool available in the Tesla App is able to provide feedback on common issues and also guide users towards either solving the problem or placing a support request.
Tesla’s strategy here is to influence the cost-heavy areas associated with having humans address simple requests and instead leverage AI, which can offer instant answers and reduce support costs.
Roll Out to More States
While this new AI is currently limited to just 12 states, it is likely to follow Tesla Insurance’s expansion. Insurance seems to have been at a bit of a standstill lately. Tesla continues to improve features such as the improvements to Safety Score V2.2, but we haven’t seen Tesla roll out support to new states since it added Minnesota in November of 2022.
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