Tesla brought out something not many expected at its Robotaxi event—the Robovan. It’s a fairly large vehicle, and just like the Cybercab, it's fully autonomous: there is no driver’s seat, steering wheel, or pedals.
In its default configuration, the Robovan can seat up to 20 passengers, and Tesla has already envisioned multiple other uses for it, including package delivery, RVing, and others.
So, get your futuristic bus pass ready, and let’s take a ride to see what the Robovan is bringing!
Exterior
The Robovan takes Art Deco – the classic 1950’s style, to the future. It's a spectacular showcase vehicle and doesn’t look like anything you would ever expect to be pulling up to the curb to pick people up. The Robovan looks almost like a train or tram engine and has a sleek front with no visible windshield, and the wheels are tucked underneath the body, where you can’t see them.
It’s a painted aluminum shell, just like the Cybercab, but also mixed with glass. The glass is tinted dark from the exterior – so you can’t really see inside, affording a fairly high level of privacy to those in the vehicle.
One of the most interesting things about the Robovan is its super low ground clearance. It looked like it was floating mere inches off the ground when it pulled up at, We, Robot. According to Elon Musk, this super-low clearance is achieved by having an automatic load-levelling suspension that raises and lowers based on road conditions.
This means that the Robovan will be able to traverse obstacles such as speedbumps and potholes – and that this feature is likely to make its way to FSD sometime in the future. While FSD can already (mostly) correctly identify speedbumps, it cannot identify other obstacles on the road, such as debris or potholes. Having FSD be able to identify and avoid potholes to smoothen the ride would help to improve the comfort of the experience.
The Art-Deco aesthetic is back!
Not a Tesla App
Interior
The interior is quite spacious – it's able to seat up to 20 passengers in its maximum configuration. In a bus or passenger van format, the Robovan could easily be used to replace short-route buses or, with increased frequency – compete against a full-size 40-seat bus.
Tesla also intends for the Robovan to be used in a delivery capability, as it will be available to order in a format without any seating, which provides a fairly spacious interior for package handling on last-mile and local routes. It could conceivably be a competent competitor to large vans once FSD can reach a fully autonomous state.
Beyond that, Tesla also sees the Robovan being fitted for things such as Tesla Service, RVing, or any other use for vehicles with large interior spaces. There’s a lot of open space on the interior, so we’re looking forward to seeing what ideas people come up with. Maybe a mobile diner?
As per Elon, it is very easy to see out of the Robovan, as the dark windows seem to be one-way tints. Some interior videos, like the one below, also show just how much visibility is afforded to passengers. And those big glass doors? They slide open. It seems that the Robovan has the same set of doors on both sides, but all the pictures showing it off have it only opening on the street side (right side), with right-hand-drive here in North America.
Back to the passenger configuration – the interior showed off was in a clean and classic Tesla white, with lots of interior lighting and HVAC on the interior ceiling. There is a bench seat at either end of the cabin, and then a pair and single seat with an aisle dividing them. The configuration shown was symmetrical and only seated 14.
The van also features a large screen at either end of the cabin, which could be used for entertainment or route information. Tesla didn’t provide any detail on these displays, but they appear fairly large.
Beyond the delivery capacity, the Cybervan also has storage at the rear and front – both fascia plates slide upwards to expose additional storage room – essentially a bus-sized frunk and trunk.
The frunk, oddly enough, looks like it has far more capacity than the trunk in this case – with about 10 suitcases in the open frunk, while the open trunk only looks like it has capacity for 2 suitcases.
The frunk storage. Very spacious!
Not a Tesla App
The trunk storage. It seems oddly small.
Not a Tesla App
Release Date
There’s no date or pricing for the Robovan just yet. While it hails back to the 1950’s, it may be further out in the future than Tesla made it seem. Tesla didn’t share a price point or time frame for when the van would become available.
Oh, and Elon mentioned that it's called the ruh-BO-vahn. Like Suburban, but Robovan. We’d love to see what everyone thinks about its name. Let us know how you think it's pronounced.
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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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