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Tesla meets with India minister at Giga Texas

Credit: Tesla North America/X

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An Indian minister from the state of Andhra Pradesh has met with one of Tesla’s top executives at the company’s Gigafactory Texas, following years of attempts to court the U.S. automaker to build a manufacturing facility in the country.

On Monday, Nara Lokesh, the Minister of Human Resources Development for Andhra Pradesh, announced in a post on X that he met with Tesla CFO Vaibhav Taneja to discuss building an electric vehicle (EV) manufacturing facility in the state. Lokesh said he let Taneja know of the Anantapur district as a good option, noting that the state is aiming to reach a target of achieving 72GW of renewable energy production by 2029.

Check out the full post from Lokesh below, as translated into English:

I visited the Tesla headquarters in Austin. I explained to Tesla CFO Vaibhav Taneja the possibilities and advantages of investing in Andhra Pradesh in the field of manufacturing electric vehicles internationally. Under the leadership of visionary leader Chandrababu, we have aimed to achieve 72 gigawatts of renewable energy production in AP by 2029, and we have sought the help and support of top global companies like Tesla to achieve our goal. I informed that Anantapur district of Andhra Pradesh will be a strategic location for setting up of Tesla EV manufacturing and battery product units.

Tesla India investment in limbo

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Tesla’s history of rumored EV sales, manufacturing in India

Rumors of Tesla’s entry into India—both regarding the company’s eventual launch of EV sales in the country and whispers of a potential manufacturing facility—have circulated widely for years, but so far it doesn’t seem like there are any concrete plans to follow up on these hopes.

Since at least 2021, Tesla has attempted to garner reduced import duties on its EVs, effectively allowing it to sell its vehicles in the country at the highest profit margin possible. Elon Musk later went on to say that it would be “quite likely” that Tesla could build a factory in India, once the company is able to succeed with imported vehicles.

Rumors of Tesla launching EV sales in India and those of a Gigafactory in the country haven’t slowed down in the many months between then and now, though talks on the subject seem to have largely halted throughout this year.

More recently, Musk was expected to visit India in April, though he later delayed the visit citing heavy obligations with Tesla at the time. Just days later, Musk went on to visit China, eliciting some negative reactions from government officials in the country.

“Such is the lack of faith in the Modi govt’s regulatory policies, that big businesses are turning to China over India repeatedly,” wrote Shama Mohamed, the national spokesperson for Modi’s opposition Congress party.

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The visit hasn’t been rescheduled as of yet at this point, and it’s not clear if or when it will be. In June, however, Musk tagged India Prime Minister Narendra Modi in a post, saying that he was “looking forward to [his] companies doing exciting work in India.”

Previous reports from local outlets this year suggested that three other states were frontrunners for a potential facility, though no apparent motion has been made on Tesla’s EVs getting import taxes lowered, allowing it to start sales in the state. Interestingly, the three states did not include Andhra Pradesh.

In any case, it’s unlikely that we’ll see any tangible news on the subject until the two parties can come to an agreement on Tesla imports, as Musk has previously stated, so it’s probably not time for those in the country to get their hopes up just yet.

Tesla keen on three states for India expansion — if it ever happens

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk

Tesla’s next-gen Optimus prototype with Grok revealed

The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development.

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Tesla’s next-generation Optimus robot with AI assistant Grok has been revealed in a new video shared on X.

Tesla CEO Elon Musk was with Salesforce CEO Marc Benioff last night, and it appears the frontman gave Benioff an exclusive look at some upcoming technology.

Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development. It features Grok for some additional utility, as it answered questions Benioff asked in the short video.

Here’s what was uploaded to X:

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It appears that there are several big changes to this next-generation version of Optimus, some of which have been discussed by Musk and Tesla in the past.

The first is purely cosmetic, but the gold color that Optimus is wearing in this is a new and fresh look that we have not seen before.

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Perhaps the most interesting change that is evident here is the hands, which are much more detailed than past versions of Optimus:

However, we’re not too sure that these are what will be released with the next-gen Optimus, because they don’t appear to be functional, and they are more reminiscent of mannequin hands than anything.

The hands on Optimus have been a significant part of the program, as they are among the most crucial pieces of equipment on a robot. It needs to be able to perform both delicate and more imposing tasks. Tesla has aimed for Optimus to be able to thread needles or play the piano.

It was one of the most discussed improvements the company mentioned in past comments regarding how it planned to improve from Gen 2 to this next version.

Musk mentioned regarding Optimus:

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“Next-generation Optimus hand, which we have in prototype form, has actuators that have moved to the forearm, just like humans, and they operate the fingers through cables, just like human hands.”

Within Optimus lies a significant opportunity for Tesla to gain considerable strength in terms of market share and valuation.

If Tesla can efficiently develop and deploy the humanoid robot over the next several years, the company stands to gain, as companies will utilize it for tasks that require tedious labor.

Musk recently said Optimus will be a major contributor to Tesla’s valuation moving forward. He believes it will make up roughly 80 percent of the company’s value.

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Elon Musk

Tesla CEO Elon Musk to provide more details for Master Plan Part IV

Musk stated that he would be adding specifics to the plan in a later update.

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Credit: xAI/X

Tesla CEO Elon Musk will be adding more specifics to the recently-released Master Plan Part IV. Musk shared the update on social media platform X amidst conversations about the general nature of the Master Plan Part IV. 

In a conversation on X, Musk responded to a post from Tesla retail shareholder and bull Dave Lee, who observed that the currently released Master Plan Part IV could really just be the introduction to the real plan due to its absence of specifics.

Elon Musk responded, stating that he would be adding specifics to the plan in a later update. “Fair enough. Will add more specifics,” Musk wrote in his post.

Tesla has been following Elon Musk’s Master Plans for decades. The first Master Plan, released in 2006, outlined the company’s path from the original Tesla Roadster to the Model 3, as well as the first steps for Tesla Energy. Master Plan Part Deux, released in 2016, covered the ramp of Tesla Energy, the expansion of Tesla’s vehicle lineup, and the rollout of a Robotaxi service.

Master Plan Part 3 was more ambitious as it was generally an in-depth proposal for achieving a global sustainable entry economy by transitioning to electricity-powered vehicles, homes, and industry, which will, in turn, be powered by renewable energy sources like solar and wind. Master Plan Part 3 also included a five-step plan to accomplish this, allowing the world to transition to a fully electrified future. 

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Master Plan Part IV, which was released a few days ago, focused on automation and artificial intelligence to achieve sustainable abundance. But while the first two Master Plans were very clear and specific and Master Plan Part 3 was very in-depth, Master Plan Part IV was quite general and vague in comparison. It was easy to tell that Optimus would play a big role in the pursuit of sustainable abundance, but apart from that, there were no specifics as to how Tesla intended to achieve its goals.

Fortunately, these specifics would be discussed by Musk in a later update to the plan.

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Tesla just had its best wholesale month this year in China

Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad.

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Credit: Tesla China

Tesla China just had its best wholesale month this 2025 so far. In August, the electric vehicle maker sold 83,192 vehicles wholesale, a 22.55% increase compared to July 2025’s 67,886 units.

Tesla China’s wholesale figures are still down year-over-year, but the company’s momentum seems notable, especially with the arrival of the Model Y L.

August 2025 figures

As noted in a CNEV Post report, August 2025’s 83,192 wholesale figures are 4.04% less than the 86,697 units that were sold in the same period last year. It is, however, a 22.55% improvement from the previous month. From January to August, Tesla China sold 515,552 units wholesale, a 12.24% year-over-year decrease. 

It should be noted that Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad. With this in mind, August’s results bode well for Tesla China, as it suggests that Gigafactory Shanghai is now hitting its pace with both its domestic deliveries and its exports. Giga Shanghai serves as Tesla’s primary vehicle export hub.

Model Y L factor

Tesla had a challenging first quarter this year, thanks in part to the changeover to the Model Y across the Fremont factory, Giga Texas, Giga Shanghai, and Giga Berlin-Brandenburg. This changeover resulted in low sales in the first quarter. Political controversies surrounding Elon Musk and violence against Tesla stores and vehicles in the first and second quarters in the United States and Europe did not help much either.

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This Q3, however, Tesla seems to be hitting its stride, especially in China. The launch of the new Model Y L has allowed Tesla to compete in the six-seat, large SUV segment, a market that was previously closed to the standard Model Y. Reports have suggested that Tesla China has been seeing a lot of demand for the Model Y L, which should help the company achieve higher sales this quarter and the remaining months of the year.

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