The electric vehicle maker also shared the new logo of its Class 8 all-electric truck, which is pretty slick and classic Tesla at the same time.

Semi Factory Update

In the video, Tesla Semi program lead Dan Priestley stated that the last few months were spent building the factory shell of the facility, from its walls to its columns to its concrete floors. With the Semi factory shell completed, it is now time to equip the facility with the necessary equipment that would allow it to mass produce the Tesla Semi. The Tesla executive also shared the facility’s target output.

“This factory is designed with an annual capacity of 50,000 units a year. So over the next several quarters, we’re going to be industrializing the factory, installing the equipment, and preparing for high volume production. First units are set to be on the line by the end of this year, and we’ll be ramping the factory through 2026,” Priestley stated in the video. 

The Tesla Semi is arguably Tesla’s most underrated product, with the vehicle operating in real-world fleets over the past years. As per Priestley, there are a lot of exciting things coming to the Semi factory and the Semi itself. These things, the Tesla executive noted, would prove that electric trucking is ready to scale.

New Tesla Semi Logo

The end of the Tesla Semi factory update video featured a logo for the vehicle that had not been shared by Tesla before. Similar to the Cybertruck, it appears that Tesla will be giving the Semi its own stylized logo. Unlike the Cybertruck’s graffiti print, however, the Class 8 all-electric truck’s logo features the word “Semi” written in a futuristic, thin font. Interestingly enough, the “E” in the word “Semi” was written with three horizontal lines, similar to the Tesla Model 3’s original logo.

Below is the Tesla Semi’s new logo.

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Strike Against Tesla

As noted in an rbb24 report, Berlin’s Labor Senator Cansel Kiziltepe (SPD) ended up pissing off a lot of people, especially in Brandenburg, after she dubbed Teslas “Nazi” cars on social media platform X. In her post, Kiziltepe wrote, “Who wants to drive a Nazi car?” She also shared a news article that highlighted Tesla’s decline in Germany in the first quarter, titled “Electric Car Manufacturers Experience Sales Boom—Apart from Tesla.”

Kiziltepe’s Tesla comment garnered so much negative attention that she ended up deleting her post. She did, however, share a follow-up which explained that her sentiments against CEO Elon Musk do not extend to the thousands that Tesla employs, especially in Germany. 

“Tesla is currently experiencing a sales slump because customers attribute the right-wing extremist positions of its shareholder Elon Musk, who holds around 13% of the company. I explicitly stand by my assessment of Elon Musk. Of course, this does not mean that I hold Musk’s employees or customers responsible for his political positions,” the senator wrote in her post on X.

Brandenburg Backlash

A lot of the anger that resulted from Kiziltepe’s post came from other officials, such as Brandenburg’s Minister of Economic Affairs and SPD party colleague Daniel Keller. The official’s sentiments are understandable considering that Tesla Gigafactory Berlin is the largest employer in the region, providing jobs to thousands of people in the area. 

“Such a Nazi comparison hurts the people who work there and is completely inappropriate for a labor senator. I expect the labor senator to retract her historically unacceptable comparison and return objectively to the major economic and labor market policy challenges that Berlin and Brandenburg should tackle together.

“Everyone can have their own personal opinion about Elon Musk. But it’s important to me that we don’t forget the people behind the Tesla factory in Grünheide. 11,000 people from 150 nations work here – more than half of the employees live in Berlin… Brandenburg and Berlin benefit from this in terms of employment and value creation,” Keller noted, highlighting that Giga Berlin provides well-paying, permanent jobs.

Equally Pissed Off

In a comment to the BZ newspaper, Brandenburg’s Minister-President Dietmar Woidke (SPD) stated that Kiziltepe’s comments were out of place, because in addition to the numerous Berliners who work at Giga Berlin, people from about 150 nations also work at the plant. Berlin CDU parliamentary group leader Dirk Stettner was more direct, stating that the Berlin Senator’s post was a “dangerous relativization of Nazi terror and thus also of the Holocaust.” 

The Berlin-Brandenburg Business Association (UVB) shared their frustrations with the senator as well, with General Manager Alexander Schirp stating that Kiziltepe’s comments were unbecoming of someone who sits at the Berlin Senate. Schirp also stated that the comments were an affront to Tesla employees. “This will not increase the manufacturer’s chances of investing in the capital. Statements of this magnitude do not bode well for the election campaign,” Keller stated.

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The new Supercharger benefits not just Tesla owners since it offers rapid charging services to other EV brands as well.

New V4 Tesla Supercharger

As per Tesla watcher @NicklasNilsso14, who has long been following the activities of the electric vehicle maker in Sweden, the newly opened Supercharger is located at Östgötaporten in Ödeshög. The site features 12 Superchrger V4 stalls that are ready to provide up to 250 kW to electric vehicles. Its location is good, too, as it was built near the E4 highway exit, making it close to amenities in the area.

The fact that the Supercharger serves not just Teslas but also electric vehicles from other brands will likely be appreciated by drivers in Sweden. Tesla Superchargers, after all, are among the most reliable and convenient rapid charging systems in the country.

Anti-Supercharger Union Efforts

Amidst Tesla’s conflict with IF Metall, other unions in the country have rolled out sympathy measures in an attempt to cripple the company’s operations. Two of the most notable are the Elektrikerna union and Seko, both of which have initiated efforts to block the launch of new Superchargers.

Unfortunately for the unions, Tesla is a very stubborn company, and it is also creative. Tesla also does not hesitate to use its resources to get around the measures being implemented by the unions. Earlier this month, for example, two new Supercharger sites were opened in the city of Södertälje. 

The new Södertälje Superchargers upset the unions, with a press officer for the Elektrikerna union stating that Tesla seems to be flying in people to help launch its Superchargers. “It is a good question how this has happened. We think it is unfortunate. But they seem to have their methods. They bring in foreign companies and fly in people, we think,” Bello noted then.

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This was hinted at recently in Tesla’s Career Page, which lists a whopping 83 job listings related to the Tesla Semi program as of writing.

Tesla Semi Jobs

A look at Tesla’s Careers Page shows that the company has posted an impressive 83 jobs for the Semi program. The job listings are for several locations across the United States, from engineering-related roles in Palo Alto, California, to manufacturing-related roles in Sparks, Nevada, and vehicle service-related roles in Sacramento, California. 

The late number of Semi-related jobs on Tesla’s Careers website suggests that efforts are now underway to grow the company’s team for the Class 8 all-electric truck. The Semi is arguably Tesla’s most underrated product, after all, having delivered its first units to a customer late 2022. Today, the Tesla Semi is being used in the field by customers like PepsiCo, but their numbers are still very limited.

Tesla Semi Factory

To enable the mass production of the Semi, Tesla has started the construction of a dedicated factory near Giga Nevada. Drone flyovers of the Semi factory site show that the facility is seeing steady progress. And during the Q4 and FY 2024 earnings call, VP for Vehicle Engineering Lars Moravy noted that the Semi is expected to see its first batch of meaningful production this 2025. 

“The first builds of the (Tesla Semi’s) high volumes in design come late this year in 2025 and begin ramping early in 2026. But as we’ve said before, the Semi is a TCO no-brainer. I think it’s really similar to Optimus. It’s going to be set by how much people pay, and its total cost of ownership is much, much cheaper than any other transportation you could have. So, at that point, when we’re at scale, it will meaningfully contribute to Tesla’s revenue,” the Tesla executive noted.

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The rumors were initially reported by prolific Chinese auto blogger @胖虎Shawn, who has long been tracking Tesla’s activities and programs in the country.

Recent Model Y Rumors

Over the weekend, rumors from China suggested that Tesla would reportedly be releasing a variant of the best-selling all-electric crossover internally dubbed as “E80.” The vehicle will reportedly be a stripped-down version of the new Model Y, similar to the Cybertruck Long Range Rear Wheel Drive, which is a stripped-out version of the Cybertruck All Wheel Drive.

As noted in a CNEV Post report, it remains to be seen if the recently rumored new Model Y “E80” variant would be a three-row vehicle. That being said, Reuters also hinted at a Model Y “E41” version in a report last month, though the publication claimed that the variant will reportedly start production at Giga Shanghai sometime in 2026. Giga Shanghai is Tesla’s largest factory by output, and it also serves as the company’s primary vehicle export hub.

Three Row Potential

While Tesla China has started deliveries of the new Model Y to domestic customers, the company only offers the vehicles in five-seat configurations.  Even the rumored “E80” variant that made the rounds in the news and social media this weekend hinted at a Model Y with five seats instead of seven.

Tesla has released a seven-seat version of the Model Y during the vehicle’s previous generation. However, the three-row Model Y classic did not feature an extended wheelbase like what the recent rumors from China suggest. This resulted in the seven-seat Model Y’s third row being useful only for small passengers like children or adults with short stature. 

If the recent rumors prove accurate and Tesla China is indeed poised to produce a seven-seat new Model Y variant with an extended wheelbase, the company would be able to offer a vehicle that has a comfortable third row. This should allow Tesla to compete in the MPV market, which is populated by vehicles from local manufacturers like BYD.

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Rumored to be internally codenamed as “E80,” the vehicle will reportedly be a more affordable variant of the best-selling Model Y crossover.

The Model Y “E80” Rumors

As per the recent rumors, which were initially posted on Chinese social media, the Model Y “E80” will reportedly be equipped with a 50-55 kWh battery. The vehicle’s launch will reportedly be determined by the market performance of the new Model Y, though some rumors suggest that its rollout could be as early as the second half of 2025, or sometime in 2026.

Rumors about the vehicle’s price are varied, with some news outlets stating that the “E80” will be priced at around 150,000-170,000 yuan ($20,500-$23,300), while others cited a price of 190,000–210,000 ($26,000–$28,800). For context, the new Model Y in China today is priced at 263,500-313,500 yuan ($36,160-$43,000) depending on its variant.

Being an affordable variant of the new Model Y, he “E80” will reportedly be quite different from its more premium siblings. The vehicle will reportedly be fitted with smaller wheels, single-layer windows on its sides, no rear display, half the number of speakers, single-color ambient interior lighting, fabric seats with no heating or ventilation functions, a manual trunk, and a metal roof.

Rumored, But Not Farfetched

While these rumors about the alleged Model Y “E80” from China are not confirmed at all, Tesla has released a pretty similar, stripped-out variant for one of its current vehicles—the Cybertruck. Just recently, Tesla introduced the Cybertruck Long Range Rear Wheel Drive (LR RWD), which costs $10,000 less than the Cybertruck All Wheel Drive (AWD). The vehicle featured smaller wheels, fabric seats, less than half the number of speakers, and no rear display, among others.

A more affordable Model Y was teased by Tesla VP of Engineering Lars Moravy, who noted that Tesla’s affordable models will likely resemble the company’s current products. “Models that come out in next months will be built on our lines and will resemble, in form and shape, the cars we currently make. And the key is that they’ll be affordable, and you’ll be able to buy one,” Moravy stated during the Tesla Q1 2025 earnings call.

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Fahy cited CEO Elon Musk’s role in President Donald Trump’s administration as a reason for her change of heart. 

Fahy’s Shift in Stance

For 12 years, Fahy frequently supported Tesla’s fight to bypass New York’s franchise dealer regulations. But after Elon Musk personally took Donald Trump’s side, and after he worked as part of the Department of Government Efficiency (DOGE), Fahy no longer supports the EV maker. Apart from her anti-Tesla efforts in the State Capitol, the Senator has also participated in demonstrations against a planned Tesla dealership in Colonie, as noted in a report from the New York Times.

“Maybe I’m making amends,” Fahy stated, describing Musk as “part of an administration that is killing all the grant funding for electric vehicle infrastructure, killing wind energy, killing anything that might address climate change. Why should we give them a monopoly?” 

Fahy has introduced legislation that would effectively end Tesla’s direct sales operations in New York, as noted in a Syracuse.com report. Her bill argues that Tesla’s legislative waiver provides the EV maker with an unfair advantage. Thus, Fahy wants Tesla to forfeit its five licenses by 2026. The licenses could then be redistributed to other EV makers that also sell directly to consumers, such as Rivian, Lucid, and Scout Motors. 

Republican Opposition

Republican New York Senator Jacob Ashby has described Senator Fahy’s bill as misguided, arguing that the “government should not be picking winners and losers on this.” Ashby also noted that “political disdain seems to be more at play. We are not recognizing the power and implications of the process that we have and that we should trust it.”

Colonie town supervisor Peter Crummey, also a Republican, stated that “though political sentiments appear to have recently changed for some folks about Tesla’s founder, people should let the Planning Board do their work.” As for requests from state legislators who are inserting themselves into the Tesla issue, Crummer noted that “I am confident we will give them the weight it deserves.”

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Drone footage from the Fremont Factory earlier this month might have provided the EV community its first potential glimpse at Tesla’s affordable cars–fondly dubbed by EV fans and analysts as the “Model 2” or even “Model Q”–or at least their components and overall shape.

The Sighting

Tesla watcher and drone operator Met God in Wilderness, who has been posting aerial videos of the Fremont Factory for years now, recently shared some footage from his drone flyovers this month. While the Fremont Factory was abuzz with activity as usual, a couple of rather strange vehicles were quickly spotted by EV watchers on social media.

During the drone operator’s flyover on the 17th, for example, an unfinished vehicle could be seen parked next to what appeared to be fully-built Model S and Model Y units. What was especially interesting was the vehicle’s roof, which seemed to be slightly narrower than the Model Ys around it. Based on the video, at least, the vehicle seemed to be shaped like a crossover as well.

Footage from the 24th of April also proved quite interesting, with the drone operator capturing footage of another cryptic vehicle. Unlike the mysterious, unfinished, crossover-esque car spotted on the 17th, this particular unit seemed to have a more sloping rear, at least based on the shape of its covering.

What Lars Moravy Said

In Tesla’s Q1 2025 Update Letter, Tesla noted that “plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025.” Tesla also noted that the new vehicles will utilize aspects of its next generation and its current platforms. They will also be produced on the same manufacturing lines as its present vehicle lineup, likely the Model Y and Model 3. 

During the earnings call itself, Moravy specifically stated that the new models that would come out in the next months would resemble the company’s current vehicles. They will, however, be affordable. “Models that come out in next months will be built on our lines and will resemble, in form and shape, the cars we currently make. And the key is that they’ll be affordable, and you’ll be able to buy one,” Moravy stated.

Watch the drone operator’s footage from April 17 below.

The drone operator’s footage from April 24 can be viewed below.

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As per JATO Dynamics data, the Tesla Model 3 and Model Y also remained the kings of Europe’s battery electric vehicle sector in March 2025. 

Tesla Europe’s Q1 2025

Tesla’s decline in January and February 2025 in Europe has resulted in quite a lot of alarmist reports about the electric vehicle maker. While Tesla noted in its Q1 vehicle delivery report that its sales decline was mostly due to the changeover to the new Model Y, critics nonetheless argued that Tesla’s brand has been utterly destroyed by the politics of CEO Elon Musk.

A look at JATO’s recent report, however, suggests that Tesla is starting to show some recovery in Europe. While Tesla saw a 38% year-over-year decline in the first quarter overall, the company’s drop became less severe as the quarter ended. In January, Tesla Europe recorded a severe 47% drop, and in February, the company’s year-over-year decline dropped to 44%. In March, Tesla Europe’s year-over-year decline had dropped to just 30%.

Interestingly, Felipe Munoz, Global Analyst at JATO Dynamics, noted that the Tesla Model 3 became a valuable player in the company’s Europe numbers in March. “As the brand continues to deal with a host of PR issues in addition to the changeover of the Model Y, Tesla is now relying on the Model 3 to offset the losses,” Munoz stated.

Tesla Model Y and Model 3 Still Dominates

Granted, Tesla’s decline in the first quarter in Europe paved the way for Volkswagen to become the region’s top BEV seller for Q1. However, when it came to the sales of individual BEVs in the region, the Tesla Model Y and Model 3 remained unstoppable. What was especially interesting was the fact that the Model Y and Model 3 topped Europe’s battery electric vehicle rankings in March despite the vehicles seeing a year-over-year decline in sales.

The Model Y topped Europe’s best-selling BEV list in March with a total of 15,164 units sold. Following the Model Y was the Model 3, which saw a total of 12,500 units sold in March. The mass market Tesla siblings’ sales figures were notably higher than their closest competitors. The Volkswagen ID.4, which was ranked 3rd, only saw sales of 7,675 units, and the Volkswagen ID.7, the 4th-best-selling BEV in Europe in March, only sold 7,438 units during the month.

“Despite the controversy surrounding the brand’s CEO and the limited availability of the new Model Y, Tesla continues to perform well as the most popular EV brand in Europe. Its success, amid these challenges, provides an indication of what European consumers are looking for in an EV,” Munoz stated.

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But in a recent comment to NPR, Hiller shared something rather interesting—some of his customers are purchasing stickers even if they do not necessarily disapprove of Elon Musk. 

Business Boom

In a comment to NPR, Hiller, who also works at an aquarium in Hawaii, noted that he listed his first anti-Musk sticker in his online shop MadPufferStickers in 2023. The sticker read, “I bought this before we knew Elon was crazy.” At the time, Hiller noted that Musk was “sort of becoming a bully and sort of pushing disinformation.” While Hiller actually considered buying his own Tesla in the past, Musk’s actions ended up disillusioning him from the company. 

“I thought they were very cool. I liked the tech. I liked the fact that they were good for the environment… I mean, some things are more important than just tech, you know, like, I just don’t want to support someone who is so against who I am and what I believe. It was a choice and I didn’t want to be just confused for someone who supported him or agreed with him,” Hiller stated.

The entrepreneur’s sticker business saw a notable boost in recent months, especially following the election of U.S. President Donald Trump. Hiller has since expanded his sticker lineup, with popular ones like “Anti Elon Tesla Club,” “Elon is a dogebag,” and “Elon killed my resale value.” Hiller has sold about 70,000 stickers, magnets, and clings across his online shops on Amazon, Etsy, Redbubble, and eBay so far.

Surprising Clientele

With his business rising, Hiller noted that he has received orders from across the globe, allowing him to reach sales of $100,000 in one month. This was no surprise as Musk has become a controversial figure, not just in the United States but in several countries across Europe as well. When Musk performed his controversial gesture in January alone, Hiller recorded 500 sales in one day.

Most surprisingly, however, some of Hiller’s customers may not necessarily disapprove of Elon Musk’s politics or his involvement with the Trump administration through his work with the Department of Government Efficiency (DOGE). Hiller shared a transaction on his Etsy store to NPR, which involved a sticker that was ordered by a father to his son, who lived in Los Angeles.

“Occasionally, I get people on my Etsy store, they buy a sticker as a gift, and then they get to write a little note along with the gift to the recipient. And occasionally I read the notes and I see one that says like, ‘Happy birthday, from dad. This is to protect you on the mean streets of L.A.,’” Hiller noted.

The customer’s note is not surprising considering that Teslas have been subjected to a wave of vandalism attacks from people or activists who are critical of Elon Musk. The Tesla vandalism incidents, as well as Molotov and shooting attacks on Tesla stores, have been condemned by the Trump administration.

Not a Full-Time Gig

Despite his business boom, Hiller noted that he does not intend to leave his aquarium job yet, nor does he intend to sell stickers full-time. Thus, even if the Elon Musk controversies ended tomorrow, the entrepreneur noted that he would be fine. 

“If it ended tomorrow, I’m totally fine. You know, I didn’t set out to do this. And it’s certainly not my business plan going forward. I mean, it’s not a really good business plan to bank on a billionaire just annoying people forever,” Hiller stated.

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