Tesla’s Robotaxi event—We, Robot—is right around the corner. It takes place this Thursday, October 10th. Invites for the event were recently sent out in batches to those who won the shareholder raffle, and those who RSVP will receive their tickets 2-3 days before the event.
And it’ll be happening in none other than Hollywood, Los Angeles. The event will take place at the Warner Bros. Discovery Inc. Studios, a massive 110-acre location that includes large sets prepared for all sorts of movies and TV shows.
So, let’s take a minute to take stock of what we know about the event, and what we can expect.
What We Know
We know the event is taking place in and around Discovery Inc. Studios, as Tesla has been intensively gathering FSD data in the area around the studio before the event. In addition to that, some camouflaged Robotaxi prototypes have been seen driving around the actual Studio grounds.
What’s interesting is that Tesla has been intensively gathering data throughout San Francisco, Los Angeles, and the Bay Area – including certain destinations like the Tesla Diner in Hollywood. We saw Robotaxi Mules – vehicles equipped with cameras in places we expect the Robotaxi to have them – running the routes in these areas, gathering data ahead of time to train the FSD model.
With all that, we have some of our own expectations for the event.
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What We Expect
There’s a lot of speculation about the Robotaxi, and lots of hints that Tesla has dropped over time. We expect Tesla to deliver a small, two-door sedan with two seats. The car is expected to have four wheels, although there was some speculation of three wheels at one point. It’ll likely include a good amount of trunk space for luggage as well. Based on camouflaged vehicles, sneak peeks Tesla has shared, and the Robotaxi mules, we expect the vehicle to be quite a bit smaller, although the body styling appears to be similar to a Model 3.
Tesla’s focus will likely be on autonomy and cheap production, so don’t expect large screens, rotating seats, tables, etc, in the vehicle. It’ll likely include a single screen in the middle like the Model 3. The UI for the vehicle will likely be very similar to production vehicles today but simplified since you won’t be able to control some aspects. There may also be new modules that will display important customer information front and center, such as their ETA and fare price.
We’re not sure how much Tesla will talk about FSD hardware at the event, as they won’t want customers to feel like they’re being left out, but we expect the Robotaxi to include Tesla’s upcoming Hardware 5 FSD suite or a completely different hardware that focuses on redundancy and safeguards that will be crucial to operate an autonomous fleet.
A concept of what the UI in the Robotaxi may look like
@dkrasniy
One of the key things we expect at the event is the opportunity for attendees to experience Robotaxi, along with the entire Tesla experience from start to finish. The event will probably start with a keynote address from Elon Musk and Ashok Elluswamy – the directors of the upcoming show.
It will likely progress to a virtual demonstration of Robotaxi – including how Tesla’s upcoming Robotaxi summoning will work via the Robotaxi app, and then a quick showing of some other information at the keynote. We’ll also find out whether or not Tesla will initially launch their Robotaxi network with Tesla-owned Robotaxis, customer-owned Robotaxis, or customer-supervised vehicles.
Hopefully, Tesla also showcases a few more things – including that wireless EV charging, and potentially some other things that have been behind the curtain.
The final and most exciting portion of the event will be when users get the opportunity to be hands-on with the Robotaxi. Hopefully, they’ll get access to the interface from their Tesla app and be able to summon a Robotaxi and have it take them somewhere on the studio grounds. This time will also serve as a chance for people to get up close and personal with Robotaxi, poke around and see any unique features of the vehicle. We still have a lot to learn about the vehicle.
Of course, these are just our expectations of the event. For all we know, it could turn out to be the same, but in reverse.
For those who have been lucky enough to receive a ticket, please let us know if you have a +1. We’d love to be able to cover the event in person and experience Robotaxi ourselves.
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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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