New Cybertruck video reveals updated to the user interface
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The Cybertruck is Elon Musk's new daily driver. Tesla's CEO said he would trade in his Model S for the stainless steel beast, and it appears he did so after taking a public drive over the weekend.
An Electric Appearance at the Formula 1 Race
Musk and his son surprised Formula 1 fans when they appeared at the United States Grand Prix in Austin, Texas. The event, situated close to Tesla's Gigafactory, became even more of an extravaganza when the Cybertruck was spotted at the Circuit of the Americas. It's hard to take any attention away from the F1 cars and drivers, but fans swarmed Musk and his Cybertruck.
It's worth noting that this isn't Musk's first rodeo with the Formula 1 world. Earlier this year, he engaged in insightful discussions on aerodynamics and battery technology during the Miami Grand Prix. He even floated the idea of a race merging electric vehicles and traditional F1 machines, suggesting a face-off between EVs and gas/hybrid F1 vehicles. While critics were quick to point out the existence of Formula E, Musk's vision indicates a profound interest in the melding of traditional racing and electric vehicle technologies.
Closer Look at the Cybertruck UI
We recently had a closer look at the Cybertruck's UI which revealed the Cybertruck will have its apps lined up vertically along the left side of the screen. However, one of yesterday's videos, shown below, shows that the passenger will also have access to its own set of app icons alongside the right side of the screen.
In the video, the passenger's app icons appear to mimic the driver's, although it's likely that the passenger will be able to customize their own apps in the dock. At the top right and bottom right corners of the screen there appear to be other icons, although it's too blurry to make out what they could be. The bottom right icon almost appears to resemble a profile icon, which could be Tesla's long awaited "passenger preferences" feature. Passenger presets would let the passenger have their own set of preferences such as seating presets, favorite apps, playlists and more.
It's worth noting that this isn't Musk's first rodeo with the Formula 1 world. Earlier this year, he engaged in insightful discussions on aerodynamics and battery technology during the Miami Grand Prix. He even floated the idea of a race merging electric vehicles and traditional F1 machines, suggesting a face-off between EVs and gas/hybrid F1 vehicles. While critics were quick to point out the existence of Formula E, Musk's vision indicates a profound interest in the melding of traditional racing and electric vehicle technologies.
In the photo, we can also see that Tesla is experimenting with or moving the repeater cameras to the top of the rear camera view in the app. The Cybertruck will have a front bumper camera that is expected to be available in the camera app as well.
Tesla conducted a bulletproof test on the Cybertruck; you read that right. Pictures and video made the rounds on social media, showing a Cybertruck marred by what appeared to be bullet holes. Still, upon closer inspection, they were dents caused by bullets.
Elon Musk didn't leave fans in suspense for long. He promptly confirmed that the Cybertruck had been shot at "Al Capone style" with a Tommy gun, adding that none of the bullets breached the passenger compartment. Despite initial skepticism stemming from the truck's glass-shattering incident during its unveiling in 2019, the recent test bolsters the Cybertruck's claim of being impenetrable.
Bed Racks Showcase more Customization
The Tesla Cybertruck is spotted with a roof/bed rack
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Adding to the list of Cybertruck features, roof/bed racks were spotted on the vehicle during recent sightings. These are the same that were seen during the truck's Baja run that was used to support a Starlink dish.
These racks add an element of utility and style to the already unique vehicle. Tesla has hinted at the possibility of several third-party accessories being available for the highly capable truck. The bed racks indicate the diverse accessory ecosystem accompanying the Cybertruck upon its official release.
As the delivery event looms, we await more details about this bold, bulletproof, stainless steel, "best product ever made," Cybertruck. The price may be helpful. With more than one million reservations, many people are waiting to see how much they will spend to get a Cybertruck. See you on November 30.
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Following the recent departure of longtime deputy Omead Afshar, Elon Musk has stepped up to personally oversee Tesla’s sales operations in North America and Europe, according to a new report from Bloomberg, which cites people familiar with the matter.
This is a big shake-up that places Elon directly in charge of fixing Tesla’s sales slump in two key markets. The move has come as Tesla reported nearly on-the-ball deliveries for Q2 2025, hitting 384k deliveries, against a consensus street estimate of 385k deliveries.
New Leadership Structure
According to the report, Afshar’s former responsibilities are being divided between Elon and Senior VP Tom Zhu. Elon will now directly oversee the sales organizations in the US and Europe. As part of this change, Troy Jones, Tesla’s VP of North America Sales, will now report to Elon.
Tom Zhu, who is based in China, will continue to manage sales in Asia while also taking on the critical new responsibility of overseeing global manufacturing operations. Leadership of Tesla’s factories in Fremont, California, and Texas will now report to Tom. Tesla Energy’s factories will still report to Michael Snyder, VP of Energy and Charging.
For now, we’re unsure whether this is a temporary management structure, if the reporting lines will shift, or if Tesla will either hire or promote a new Senior VP of Sales to cover the duties.
Tackling the Sales Slump
The restructuring is a response to the recent downturn in sales. Analysts estimated that Tesla would deliver approximately 385k vehicles, which they essentially managed to achieve. However, deliveries fell short of production numbers, with Tesla delivering just 373k of the 410k vehicles produced.
This situation is particularly challenging in Central Europe. Europe has been noted as Tesla’s weakest market, according to Elon. Interestingly, Elon previously stated in several interviews over the last few months that there was no demand issue, but it now seems that there have been some issues with growing sales.
With Tesla’s new vehicle registrations across Europe having plunged 37% since the start of this year, and the rollout of the new affordable model, as well as more affordable versions of the Model 3 and Model Y seemingly delayed, there is a lot to do. Some analysts are projecting a second consecutive annual decline in Tesla’s global car sales for 2025.
The Rise of Tom Zhu
A key note in this reshuffle is the return of Tom Zhu to a top global operations role. Tom had previously led the construction and ramp-up of Giga Shanghai and was then promoted to Senior VP of Automotive Operations in 2023. Last year, he was sent back to China to focus on tackling regulatory hurdles with the launch of FSD in China.
His return to overseeing global manufacturing, even while staying in China, is a significant vote of confidence in his abilities. It also comes as Chinese authorities have begun drafting new autonomy guidelines to clear a path for the broader rollout of both Supervised and potentially Unsupervised FSD.
Wrap Up
This major restructuring shows that Elon is once again focused on Tesla and plans to personally tackle the company’s biggest issues. This will require a careful hand, as Elon’s forays into politics have caused self-admitted brand damage. If anyone can turn this around and have the Model Y return as the Best-Selling Vehicle of 2026, having just missed out by a few thousand vehicles to the Toyota RAV4, it is Elon.
Alongside him, Tom Zhu will be responsible for streamlining global manufacturing and ensuring that Tesla is ready to launch their new affordable variants in the near future, which should also make a considerable dent in sales.
Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.
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