Tesla BioSnap a weekly updated Biography.
Tesla has been in the headlines nonstop these past few days, navigating everything from strategic pivots and new vehicles to a spotlight on its technology ambitions. Let’s start with the bombshell: Tesla just unveiled its new Master Plan Part 4, and this time the company is doubling down on artificial intelligence and robotics, with Optimus—the humanoid robot—front and center. CEO Elon Musk says the future value of Tesla hinges on this AI-robotics offensive, projecting Optimus to become 80 percent of the company’s long-term value. The new plan sketches out aggressive targets, planning for 5,000 Optimus robots built in 2025 and a million yearly by 2029. Tesla’s vision is a world remade by robots that take over dangerous and monotonous work, a promise the company says will drive “sustainable abundance.” There is skepticism, of course—Electrek called it “vague AI promises” and noted that Tesla has not demonstrated a truly capable humanoid robot outside flashy prototypes. So, big vision, but at present, still a bet on the future.
On the ground in China—the largest EV market—Tesla is under pressure. In a direct response to lagging demand and stiff local competition, Tesla slashed the price of the newly launched Model 3 Long Range RWD by about 10,000 yuan, mere weeks after launch. Zacks reports the Model 3 RWD price was cut by 3.7 percent, and a flurry of incentives was introduced, including referral bonuses, subsidized insurance, and 0 percent financing plans. Despite these moves, Electrek reports that Tesla’s sales in China are down 6.3 percent year-to-date. There are concerns that the price war is eroding profitability, and some analysts are warning that this razor-thin margin strategy, if extended, could tip Tesla into losses by 2026 unless fundamentals improve.
On the product front, Tesla just delivered its first Model Y L— the long-wheelbase version— in China. The Model Y Performance has also started rolling off the Giga Berlin line for Europe. Both models boast upgraded batteries with more range and bigger, higher-res touchscreens. YouTube coverage details new features coming soon to the Model 3, including a front bumper camera, the larger 16-inch display, and revised seats. Analysts and influencers alike suggest would-be buyers might want to wait, hinting at a wave of new features and price adjustments imminent.
Stateside, all eyes are on the Cybercab. Over the weekend, fresh engineering prototypes were spotted at Giga Texas, sporting refinements as real-world testing ramps up. The Giga Texas Open House was full of buzz, as employees gave walk-throughs of the new vehicle lineup, including the Cybercab and hands-on demos with the latest self-driving tech. Cybercab crash and wind tunnel testing is well underway, signaling that production is on track for a major ramp in 2026.
Tesla’s X and Weibo accounts have been active, trumpeting deliveries and responding to both fans and skeptics. Social media chatter is electric, swirling around the company’s pricing moves, factory events, and especially its AI ambitions. While the business faces acute headwinds—especially in China and Europe—the relentless marketing, rapid product updates, and outsized AI promises are keeping Tesla front and center in the public and investor consciousness. As for what matters most long-term, what happens with Optimus and the Cybercab may ultimately define this chapter of Tesla’s rollercoaster biography.
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