Did you miss Tesla’s biggest event since its inception? No worries, we have you covered.
We’ve got a straightforward and easy-to-digest recap below, split and organized by sections. Of course, we’ll dive into some of the bigger subjects in detail over the upcoming days, so stay tuned!
Event Info
Tesla’s We, Robot event was centered on the future of autonomy
5 “neighbourhoods” were created
Westworld offered Texas BBQ and the stage for the event
Metropolis had arcade games, and the ability to take a swing at Cybertruck
TSLA Theater had pizza and desserts, as well as a movie on a gigantic screen
New York brought a block party with live music and street performers, as well as street snacks
Finally, the last area was Merch – which, surprise – offered Tesla Merch, including gear, apparel, posters, and more
Elon Musk arrived in style in a Robotaxi to kick off the event
Master Plan Part 4 Reference Poster
Jowua on X
General/Master Plan Part 4
The event made multiple references to Master Plan Part 4, but we haven’t seen the official document yet
Today’s transportation infrastructure is too expensive, not safe, and not sustainable
10 hours a week of use of consumer vehicles out of 168 hours a week
Unsupervised Full Self Driving – Fall asleep and wake up at your destination
Increased free time for humans
Goal is to remove parking lots, as less will be needed in the future of autonomous vehicles
Create green space in the cities we live in
AI Poster
Jowua on X
Robotaxi/Cybercab
Not a Tesla App
The Cybercab has 2 doors, 2 seats, and is a 4-wheeler, as expected
It has a front and rear lightbar, similar to Cybertruck
Painted aluminum (not stainless steel)
No rear or top glass
No steering wheel or pedals
Butterfly doors
Large center screen
Has large, hatch-like trunk
20 vehicles produced and ready at the event, with 30 additional Model Ys
Autonomous vehicles will be 10x safer than humans
Low cost for autonomous transit; $1/mi for buses, Cybercab around $0.2/mi ($0.4 after taxes and fees)
Will be available for purchase
Will cost below $30,000 USD
One person will be able to take care of a small fleet easily
Cybercab production begins before 2027
Comes with inductive charging
Tesla Social Media mentioned Fleet Management software
Tesla showed off an automated cleaning system in the video, vacuuming the vehicle, wiping the seats and screens
CyberCab will still be Vision-only, no need for radar or LiDAR
Call it once, and its available for you all day, for either quick trips or long trips
Elon Musk Poster
Sawyer Merrit on X
RoboVan
Tesla showed off a fully autonomous RoboVan with no front window
Up to 20 people or can be set up for goods transport
RoboVan has a Cyber aesthetic as well
Large glass sliding doors
Tesla seems to be going all-in on this aesthetic for its future vehicles
RoboVan can be adapted to school bus or RV use
RoboVan can also be adapted for personal use – this suggests it could be outfitted with a steering wheel and pedals
The CyberVan arriving
Not a Tesla App
AI and Hardware
Unsupervised FSD in Texas and California in 2025, with Model 3 and Model Y
Unsupervised FSD for S, X, and CT in the future
AI has lived “a million lives” so it’s been trained on numerous odd situations
Always pays attention and is always fully aware of its surroundings
10-30x safer than humans
Focus on Tesla Vision – full autonomy, unsupervised for S, 3, X, Y, and CT
Cybercab will have AI5, will have oversized compute compared to what’s required according to Musk
Distributed inference compute brought up again
No news on inductive charging for other vehicles
The Optimus Poster
Jowua on X
Optimus
Optimus was brought out on stage again, walked with remote human assistance
Attendees were allowed to interact with Optimus robots
Optimus robots served drinks at the bar
Expected to cost $20K-$30K USD
Will eventually be an autonomous robotic assistant that can help with household tasks
It can also be a humanoid friend, teacher, babysitter, etc.
Elon mentioned the risks of AI Super Intelligence, and having to address it
At the event, people could talk and interact with the Optimus units on the ground. Optimus movements were remotely assisted by humans. The robots voices also appear to have be humans that were in a remote location.
Guests were not allowed to touch the Optimus units in the crowd
Another poster referencing Master Plan IV.
Jowua on X
If you missed the event, you can watch it below.
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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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