Over the past several months, we have reported numerous instances of vandalism against Tesla. No victim is too big or too small to be a potential target, as everything from keying vehicles to having Molotov cocktails thrown at showrooms is sufficient in the eyes of perpetrators.

However, the latest attack appears to be politically motivated and could hurt Tesla, its consumers, and even other automakers, and it seems to be some form of retaliation against Musk due to his affiliation with President Trump.

President Donald J. Trump purchases a Tesla on the South Lawn, Tuesday, March 11, 2025. (Official White House Photo by Molly Riley)

Lawmakers in New York state are now attempting to shut down Tesla showrooms in a move that would force the company to sell through dealer franchises, complicating the sales process and making the direct-to-consumer platform the company has used for years obsolete.

The New York Times reported that New York State Sen. Patricia Fahy is one of several lawmakers that is looking to hit Tesla where it hurts the most: its accessible and stress-free showrooms.

The problem is that this will hurt consumers more than Tesla.

Sen. Fahy said in March that the ease-of-sales platform Tesla uses has to be taken “from Elon Musk,” because “he’s part of an effort to go backwards.”

The licenses Tesla uses in the state allow it to sell cars directly to consumers instead of going through the traditional dealership model. These licenses, in Sen. Fahy’s perfect world, would be revoked from Tesla and given to other EV manufacturers. At one time, she was a proponent of Tesla and supported the company operating its D2C sales, stating it would cut emissions.

Now, Sen. Fahy believes Musk’s association with the Trump Administration is counterintuitive, as she says it is “killing all the grant funding for electric vehicle infrastructure, killing wind energy, killing anything that might address climate change.”

Tesla could face New York store ban under this legislation

She continued by stating:

“The bottom line is, Tesla has lost their right to promote these when they’re part of an administration that wants to go backwards. Elon Musk was handed a privilege here.”

The bill is with the Senate and Assembly Finance committees.

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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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Tesla Model Y Juniper deliveries started in South Korea recently. The Model Y Juniper is poised to drive Tesla’s sales growth in South Korea.

Tesla’s strong performance in the country’s import market underscores its growing dominance in South Korea. In 2024, Tesla sold 29,750 vehicles in South Korea, defying challenges in the broader auto sector.

The company’s momentum carried into 2025. The Tesla Model Y led South Korea’s imported car market in February with 2,038 unit registrations, according to the Korea Automobile Importers & Distributors Association (KAIDA). South Korea’s total imported passenger car registrations rose 24.4% to 21,199 units. Tesla ranked third with 2,222 unit registrations, trailing behind BMW’s 6,274 units and Mercedes-Benz’s 4,663 car registrations.

The Model Y Rear Wheel Drive has been a key driver of Tesla’s appeal in South Korea. The classic Model Y was South Korea’s top performer in February 2025. The Model Y Juniper variant is expected to build Tesla’s success in the country.

In the first quarter, Tesla was focused on retooling and upgrading its gigafactories worldwide for the Model Y Juniper. Tesla’s results in the second quarter will reveal how much of an impact the retooling and upgrades had on the company in the first quarter.

Tesla is still facing a few headwinds in Q2 2025, including Trump’s auto tariffs and attacks on customer vehicles related to Elon Musk. While Tesla is predicted to be the best-positioned American automaker for Trump’s auto tariffs, it will still be affected. As for the Tesla attacks, Elon Musk has announced a renewed focus on his duties to the EV automaker and plans to significantly reduce his time to DOGE next month.

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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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On Thursday, Alphabet CEO Sundar Pichai said during the company’s first-quarter earnings update that Waymo would maintain selling self-driving vehicles to individuals as an option in the future, according to a report from Reuters. Pichai didn’t disclose any specifics about the potential to do so or a timeline, though he noted that “there is future optionality for personal ownership.”

Waymo currently operates over 700 self-driving vehicles, 300 of which are operating in San Francisco, and it’s the only company to operate a paid self-driving ride-hailing service as of yet.

The statement comes as Tesla and other companies aim to launch their own commercial robotaxi services, and while the electric vehicle (EV) giant already sells its Supervised Full Self-Driving (FSD) software to individual owners. Additionally, Tesla aims to launch an Unsupervised version in the coming months.

Waymo launched in Austin in January in a unique partnership with Uber, while its self-driving ride-hailing vehicles in California run through its in-house ride-hailing app, Waymo One. It has opened the app to the public in multiple areas of Los Angeles and in cities surrounding and including San Francisco. The company also dropped the need to sign up for a waitlist to use the service in Los Angeles in November, after doing so in the Bay Area earlier that year.

The Alphabet-owned firm also started initial testing in Japan earlier this month, marking the company’s first time in an international market.

Waymo is setting the stage for its rollout in Tokyo.

Have you experienced a ride in Waymo's self-driving robotaxis?pic.twitter.com/V7lQf1CMjD

— TESLARATI (@Teslarati) April 10, 2025

READ MORE ON WAYMO’S ROBOTAXIS: Here’s where Waymo is launching autonomous robotaxis next

Tesla is targeting a launch its first commercial robotaxis and Unsupervised FSD around Austin in June, and CEO Elon Musk reiterated this goal during the company’s Q1 earnings call on Tuesday. When asked about how Tesla expected its commercial robotaxi services would compete with Waymo, which is already operating paid driverless rides in multiple cities, Musk highlighted how costly the company’s cars are to produce:

The issue with Waymo’s cars is it costs way more money, but that is the issue. The car is very expensive, made in low volume. Teslas probably cost 25 percent or 20 percent of what a Waymo costs, and are made in very high volume.

So, ironically, we’re the ones to make the bet that a pure AI solution with cameras, and what do you have? The car actually will listen for sirens and that kind of thing. It’s the right move.

And Waymo decided that an expensive sensor suite is the way to go, even though Google is very good at AI.

Musk also went on to predict that Tesla would eventually capture at least 90 percent of the robotaxi market, or potentially as much as 99 percent, with millions of cars on the road that are already able to run FSD.

He also highlights that Tesla’s vehicles at both the Gigafactory in Austin, Texas and the Fremont, California plant can drive themselves fully autonomously from the end of the production line to the outbound lot. Musk also said that he was “confident” that the first Model Y units to drive themselves to the customer will take place later this year, from both the Fremont and Austin factories.

Ex-Waymo CEO dismisses Tesla, Cybercab: “They’re a car company with a driver-assist system”

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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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