Tesla's Cybertruck is going to be quite the truck. Not only is it rumored to come with FSD hardware 4.0 and the new MCU 3 that's starting to appear in Model Y cars, but Elon has now said that it will also come in a four motor variant.
A render of Tesla's Cybertruck with side mirros
Elon took to Twitter to announce that the initial production of the Cybertruck will be a four motor version. It will give Tesla the ability to have independent control of each individual wheel.
Each wheel having its own independent motor is a huge deal. The advantages of having independent control of each wheel can be compared to the advantages of a dual motor Tesla compared to a single engine AWD car.
With dual motors you gain faster response times, better efficiency and ultimately, better control of the vehicle.
In an ideal world, all vehicles would have independent control of each wheel. Up until now ICE cars weren't able to do that, but for an EV it's possible due to its small and most cost effective motors.
Track control will be improved by reducing response times. It will give Tesla a lot of flexibility that hasn't been allowed before.
By having individual motors, which were all but impossible in ICE cars, Tesla will be able to not only spin each one individually, but spin them at different rates or even in opposite directions.
All vehicles have what's called a rear differential that allows wheels that are connected to each other to spin at different speeds, something that is necessary when taking a turn. During a turn, the outside wheel will need to travel a longer distance than the inside wheel.
The differential is an ingenious idea and one that needed to be solved with the advent of cars. The video below shows how a differential works:
However, by having a motor at each wheel, Tesla is essentially getting the need to have a differential since they'll be able to spin each wheel at different speeds directly.
For anyone that has ever played with a hoverboard or an RC car that has independent control of its wheels, they know what happens when you make the left wheels move in the opposite direction of the right wheels. This won't cause the car to turn, but instead it will essentially spin in place.
That's the flexibility Tesla is gaining here. Tesla will gain a lot of control with individual motors and they may even use it to allow the car to take extremely tight turns.
Tesla removed pricing for the Cybertruck on its website earlier this year, and it's possible that Tesla is rethinking which options they'll offer in terms of motors. The rumor is that Tesla will drop the single motor and tri-motor variants and instead of a dual motor and quad motor version.
I'd also expect Tesla to offer future Model S and Model X, and the new Roadster in four motor variants as well.
Over the course of this year we have learned a lot about the new Cybertruck. We even got a look at it's massive windshield coming out of Tesla's glass center. The Cybertruck will likely be the first vehicle with Tesla's AP4 hardware and offer rear-wheel turning. Tesla has also decided to add side mirrors to the truck, although allow them to be easily removable by the owner.
The four motor variant will likely be the top of the line Cybertruck and Tesla will start producing these vehicles first, which is currently scheduled to start in late 2022.
Elon Musk has said that he will provide an update for Tesla's roadmap during Tesla's next financial results. We expect to have an update for Cybertruck production during that time.
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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.
![Tesla Autonomously Delivers Its First Vehicle to Customer — And It’s More Impressive Than Expected [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/model-y-2025/newmodely_77.jpg/382e0312c769d0bb2e1234f7ac556fad/newmodely_77.jpg)
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