Elon Musk
Tesla provides details on the impact of Trump’s auto tariff
With 85% of its U.S. lineup USMCA-compliant and localized supply chains, Elon Musk says Tesla is “least affected” by Trump’s auto tariffs.

During Tesla’s (NASDAQ:TSLA) Q1 2025 earnings call, Elon Musk the company’s Chief Financial Officer (CFO) provided details about President Trump’s auto tariffs and how they impact the company.
Elon Musk and other Tesla executives acknowledged that the company would face a few challenges resulting from President Trump’s auto tariffs. However, they also emphasized that Tesla is prepared for any tariff-caused headwinds.
Supply chain disruption is one of the challenges American automakers face due to Trump’s auto tariffs. With regards to supply chain, Musk stated that Tesla has been working to localize its supply chain for years–even prior to Trump’s second presidency. As a result, Tesla is able to mitigate some supply chain risks.
“And so we are, I think, the least affected car company with respect to tariffs, at least in most respects. I mean, it remains to be seen. Now, tariffs are still tough on a company when margins are still low, but we do have localized supply chains in North America, Europe, and China. So that puts us in a stronger position than any of our competitors,” Elon Musk stated.
Tesla CFO Vaibhav Taneja offered more details about the company’s region-based approach to its supply chain, specifically in North America. Taneja noted that the Tesla Model Y has been rated the most American-made model by Car.com three years in a row, showing that Tesla has already started localizing its supply chains.
“This is in part is [from] all the work which the team has been doing over the years. And to the extent that today, you know, if you look at our vehicle lineup in [the] US, we’re about approximately on a weighted average basis, 85% USMCA compliant,” said Taneja, referring to the US-Mexico-Canada Agreement.
However, Taneja also noted that Trump’s auto tariffs coming in May will impact Tesla because it will affect trade with Canada and Mexico. Next month, Trump plans to impose 25% tariffs on auto parts imported into the United States. The Tesla CFO shared that Canada and Mexico are part of the company’s regionalization strategy. As a result, the Trump auto tariffs in May will impact Tesla’s profitability.
Wedbush analyst Dan Ives noted that Tesla is best positioned to take on Trump’s tariffs on auto parts. The analyst listed Tesla’s localization strategy and Musk’s work with President Trump as reasons the electric vehicle maker may have an edge over the Detroit Big Three when facing auto tariffs.
Elon Musk
Elon Musk hints at when Tesla could reduce Safety Monitors from Robotaxi
Tesla could be reducing Safety Monitors from Robotaxi within ‘a month or two,’ CEO Elon Musk says.

Elon Musk hinted at when Tesla could begin reducing Safety Monitors from its Robotaxis. Safety Monitors are Tesla employees who sit in the front passenger seat during the driverless rides, and are there to ensure safety for occupants during the earliest rides.
Tesla launched its Robotaxi fleet in Austin last Sunday, and after eight days, videos and reviews from those who have ridden in the driverless vehicles have shown that the suite is safe, accurate, and well coordinated. However, there have been a few hiccups, but nothing that has put anyone’s safety in danger.
A vast majority — close to all of the rides — at least according to those who have ridden in the Robotaxi, have been performed without any real need for human intervention. We reported on what was the first intervention last week, as a Safety Monitor had to step in and stop the vehicle in a strange interaction with a UPS truck.
Watch the first true Tesla Robotaxi intervention by safety monitor
The Tesla and UPS delivery truck were going for the same street parking space, and the Tesla began to turn into it. The UPS driver parallel parked into the spot, which was much smaller than his truck. It seemed to be more of an instance of human error instead of the Robotaxi making the wrong move. This is something that the driverless cars will have to deal with because humans are aggressive and sometimes make moves they should not.
The Safety Monitors have not been too active in the vehicles. After all, we’ve only seen that single instance of an intervention. There was also an issue with the sun, when the Tesla braked abnormally due to the glare, but this was an instance where the car handled the scenario and proceeded normally.
With the Robotaxi fleet operating impressively, some are wondering when Tesla will begin scaling back both the Safety Monitors and Teleoperators that it is using to ensure safety with these early rides.
CEO Elon Musk answered the inquiry by stating, “As soon as we feel it is safe to do so. Probably within a month or two.”
As soon as we feel it is safe to do so.
Probably within a month or two. We continue to improve the Tesla AI with each mile driven.
— Elon Musk (@elonmusk) June 30, 2025
Musk’s response seems to confirm that there will be fewer Teleoperators and Safety Monitors in the coming months, but there will still be some within the fleet to ensure safety. Eventually, that number will get to zero.
Reaching a point where Tesla’s Robotaxi is driverless will be another significant milestone for the company and its path to fully autonomous ride-sharing.
Eventually, Tesla will roll out these capabilities to consumer-owned vehicles, offering them a path to generate revenue as their car operates autonomously and completes rides.
For now, Tesla is focusing on perfecting the area of Austin where it is currently offering driverless rides for just $4.20 to a small group of people.
Elon Musk
A Tesla just delivered itself to a customer autonomously, Elon Musk confirms
Tesla CEO Elon Musk says the first self-delivery occurred today, one day ahead of schedule.

Tesla CEO Elon Musk has confirmed that a vehicle has, for the first time ever, delivered itself to a customer autonomously, one day ahead of the company’s original schedule.
To date, this is the first car to ever roll off a production line at a factory and transport itself to a customer for delivery.
Late last month, Musk announced that the first-ever fully autonomous delivery of a Tesla would take place on June 28. The plan was to have the car roll off the production lines at Gigafactory Texas and drive to a local customer without the assistance of anyone on board or remotely controlling the car through teleoperation.
Teslas will self-deliver to customers, Elon Musk says: here’s when
Musk said on Friday that it has officially happened:
🚨 Elon Musk confirms the first Tesla to self-deliver to a customer has happened, one day ahead of schedule! https://t.co/Zvb9y4m0uu
— TESLARATI (@Teslarati) June 27, 2025
The vehicle traveled as fast as 72 miles per hour, according to Ashok Elluswamy, Tesla’s Head of AI and Autopilot.
Musk continued on X:
“There were no people in the car at all and no remote operators in control at any point. FULLY autonomous! To the best of our knowledge, this is the first fully autonomous drive with no people in the car or remotely operating the car on a public highway.”
He said a video of the delivery would be uploaded soon.
We have seen cars autonomously transport themselves from production line to logistics lot at Gigafactory Texas, but this is a whole new level.
Tesla’s Giga Texas vehicles now drive themselves to outbound lot
Tesla just recently launched its Robotaxi for the first time in Austin on Sunday. Opened to a limited number of people, the company rolled out an Early Access Riders Program, but has been expanding it to more people in recent days. These cars featured a Safety Monitor in the passenger’s seat to ensure safety.
This seems to be something Tesla would like to perform more frequently in the coming months, especially locally. Eventually, it seems that Tesla will plan to have every vehicle it manufactures self-deliver, as a hauler would transport it to local delivery centers, then the car would drive itself to the customer’s house.
This is likely a few years off, but Tesla has already completed one self-delivery, which is an incredible accomplishment.
Yesterday, I wrote about Tesla’s two big milestones that are still planned for launch before the end of Q2. This was one of them. One to go: unveiling of the affordable models.
Elon Musk
Tesla still has two major milestones on track before end of Q2
Tesla still is on track to complete two monumental achievements as Q2 nears its end.

Tesla still has two major milestones it is on track to complete before the end of the second quarter, according to statements made by the automaker earlier this year.
With the launch of the Robotaxi platform in Austin on Sunday, Tesla has already completed perhaps its biggest milestone of 2025.
However, these are not the only things the company hopes to accomplish before we head into the latter half of the year, as there are two major things the company said it is aiming to complete before the third quarter starts next week.
Affordable Models
Tesla said earlier this year, on two separate occasions, that it is still on track to develop, build, and unveil the first affordable models that will be built on both the next-gen platform and also have aspects of the current vehicle platform.
Potential affordable Tesla “Model 2/Model Q” test car spotted anew in Giga Texas
In the Q4 2024 Earnings Call in January, the company said:
“Preparations are underway across our existing factories for the launch of new products in 2025, including more affordable models.”
The company continued:
“Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025. These vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle line-up.”
Although there are only a few days left, Tesla has yet to confirm that these affordable models are delayed, so we can expect that they’ll be arriving before the quarter ends.
The company might have been hinting toward one recently at the Fremont Factory, but it is more likely that the vehicle seen was the new Model Y Performance trim:
Tesla’s apparent affordable model zips around Fremont test track
Tesla delivers itself to customers
Back in late May, CEO Elon Musk said that the first Tesla to self-deliver would happen in June:
For the past several days, Tesla has been testing self-driving Model Y cars (no one in driver’s seat) on Austin public streets with no incidents.
A month ahead of schedule.
Next month, first self-delivery from factory to customer.
— Elon Musk (@elonmusk) May 29, 2025
Tesla just launched its Robotaxi platform on Sunday, so this would be a tremendous step if it can, in fact, make this happen.
The customer would likely be extremely local to Gigafactory Texas. In the future, the company would load the vehicles onto haulers and then drive to customer homes from delivery centers, showrooms, and repair centers.
Teslas will self-deliver to customers, Elon Musk says: here’s when
Tesla has a few days left to complete both of these tasks, and then it will report delivery figures for the second quarter next week.
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