

Elon Musk
Elon Musk responds to Tesla’s $400m armored EV contract with U.S. govt
Tesla CEO Elon Musk has responded to the news that the automaker would be awarded a $400 million contract from the U.S. Department of State to supply the U.S. government with armored electric vehicles.
Yesterday, we reported that according to the U.S. Department of State’s Procurement List for 2025, Tesla was set to win a $400 million contract to supply the government with armored EVs — most ideally, the Cybertruck would be used.
Tesla projected to win $400M Dept. of State contract for armored EVs
The expenditure was listed in the public list and was added by the previous White House as former President Joe Biden was still in office when Tesla was added to the list.
The list does not guarantee that a contract will be awarded, but it does show the Department of State’s “anticipated contract” offerings.
In a short 20 hours since the story was reported, a lot has changed.
First, the Department of State updated the list to remove Tesla’s name from the line where it listed the award, meaning it was either a mistake or a response to potential pushback the public might have.
? The U.S. Department of State has now modified the Procurement List, removing the word “Tesla” from the row. It now simply says “Armored Electric Vehicles.”
Musk said he “is pretty sure” Tesla is not receiving $400m from the government for this project. https://t.co/VMavkS3ZQg pic.twitter.com/XjheceyVht
— TESLARATI (@Teslarati) February 13, 2025
Considering Musk’s position at the post of the Department of Government Efficiency (DOGE), it is understandable that some might have a problem with the contract if it were to be awarded.
Secondly, Musk has responded to claims that the contract was intended on being awarded to Tesla, as he said:
“I’m pretty sure Tesla isn’t getting $400m. No one mentioned it to me, at least.”
I’m pretty sure Tesla isn’t getting $400M. No one mentioned it to me, at least.
— Elon Musk (@elonmusk) February 13, 2025
There are still plans to launch a government fleet of both armored and plain EVs. Who will win those contracts and be awarded the opportunity to provide them is still up in the air.
Tesla is in a prime position to win those contracts because of its focus on domestic manufacturing and sourcing. In the U.S., Tesla’s Model Y was the most American vehicle, the Cars.com study showed. The Model S was fourth, the Model X was ninth, and the Model 3 was 21st.
The Cybertruck was disqualified from the list due to its gross weight.
Tesla also has the production capacity and a proven track record of fulfilling it, something else that will be a necessity with President Trump in the White House.
Other carmakers could potentially be in the running, but they will need to show their ability to handle manufacturing the fleet that the government could ultimately buy.
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Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Elon Musk
Tesla CEO Elon Musk’s simple message to vandals

Tesla CEO Elon Musk had a simple and straightforward message to the vandals who continue to damage cars, showrooms, and Superchargers that the company and its owners utilize during an All-Hands meeting last week.
For the first time, Tesla and Musk broadcasted on X an All-Hands meeting the company held with its employees.
It seemed to be a justified response to skeptics and investors who have said that Musk has spent more time worrying about the Department of Government Efficiency (DOGE) than Tesla.
During the meeting, Musk showed the company’s roadmap for the remainder of 2025 and into 2026 and aimed to resolve any sort of skepticism regarding his commitment. He told the employees to “hang onto their stock,” and commented on Tesla’s future impact:
“It’s very difficult like for people in the stock market, especially those that look in the rearview mirror — which is most people — to imagine a future where suddenly a 10 million vehicle fleet has five to ten times the usefulness. It’s so profound and there’s no comparison with anything in the past that it does not compute. But it will compute in the future.”
However, Musk did not stop there. He also had a message for those who have gone out of their way to key, damage, and sometimes even destroy Tesla vehicles and showrooms.
Several locations have been hit with gunfire, Molotov cocktails, and other things, while owners are reporting petty vandalism like keying and slashing tires more frequently now than ever.
Musk’s message to the vandals was simple:
“This is psycho. Stop being psycho!”
He continued:
“If you read the news, it feels like, you know, Armageddon. It’s like, I can’t walk past the TV without seeing a Tesla on fire. Like, what’s going on? Some people, it’s like, listen, I understand if you don’t wanna buy our product, but you don’t have to burn it down. That’s a bit unreasonable.”
Tesla’s biggest haters have continued to spew violence toward the company and owners of its cars, with some even putting on bumper stickers that read things like “I bought this before Elon went crazy!” to hopefully divert attackers.
🚨 We spotted this Tesla with “I bought this before Elon went crazy” and “Anti-Elon Social Club” bumper stickers on.
Gimme a break.
Do you think these are legitimate beliefs or an attempt at stopping people from vandalizing their cars? pic.twitter.com/hTDFVTvAvj
— TESLARATI (@Teslarati) March 24, 2025
The company also has the help of the federal government. The FBI has already established a task force to help investigate instances of vandalism and violence against Tesla. Additionally, President Trump has said attacks against the company are being considered as domestic terrorism.
Elon Musk
Canaccord reaffirms Tesla’s price target of $404 after Giga Texas visit

Canaccord Genuity reaffirmed its price target of $404 for Tesla after a visit to Gigafactory Texas. The investment firm sees an optimistic future for Tesla in the long term despite near-term headwinds.
Canaccord analysts reiterated its “Buy” rating for TSLA stock and revised Tesla’s Q1 2025 delivery estimates from ~331,000 vehicles to ~362,000 units. The firm’s first-quarter delivery estimates for Tesla reveal its optimistic take on the company’s future, even though it is still below the consensus estimate of ~417,000 vehicles.
“Our estimate is informed by our opinion that some consumers are delaying vehicle purchases to access the new Model Y and 4Q24 earnings call commentary regarding Model Y-related factory retooling limiting production…We wonder whether purchase decision delays and production limitations are being misinterpreted as halted overall momentum for Tesla. While we do suspect there has been some macroeconomic/brand impact, we, again, do estimate 1Q25 deliveries are mostly being impacted by supply constraints–as well as some demand factors,” Canaccord Genuity noted.
Canaccord analysts recently visited Tesla Giga Texas and left with optimism for the American electric vehicle (EV) maker.
“It’s hard not to be impressed with how future-forward Tesla is–whether it’s vehicle design or manufacturing. Consistently rethinking the status quo,” Canaccord Genuity analysts commented.
Analysts highlighted Tesla’s progress with Full Self-Driving, specifically version 13.2.8. They noted that Tesla’s unboxed manufacturing strategy would boost production efficiencies. Canaccord Genuity analysts also mentioned that Tesla’s robotaxi services will launch in Austin in the summer.
“For investors with duration and grit, there is a silver-linings playbook,” the Canaccord Genuity analysts concluded.
Canaccord Genuity reflects Elon Musk’s recent stock market advice during the Tesla All-Hands keynote. Musk advised investors to invest in companies with products they love, highlighting that Tesla has a few great products and will continue to launch more.
“Tesla stock goes up and goes down, but actually, it’s still the same company,” Musk noted.
Elon Musk
SpaceX’s Starlink dish with Gigabit Speeds leaves EU scrambling to catch up
SpaceX is preparing to launch a gigabit Starlink dish. Meanwhile, Europe is still searching for a Starlink alternative.

SpaceX is preparing to release a Starlink dish with gigabit speeds, likely leaving the European Union scrambling to catch up.
During a webinar for Starlink resellers, SpaceX mentioned the development of a new Starlink dish that would offer customers gigabit internet speeds. The new Starlink dish is expected to boost current download speeds of around 200 Mbps.
“Next generation, we’ll have smaller beams, more capacity per beam, lower latency,” noted SpaceX President Gwynne Shotwell in 2024. She teased that Starlink speeds would reach as high as 2 gigabits with the next-generation dish.
EU plays catch up with SpaceX’s Starlink
While SpaceX prepares to provide customers with gigabit speeds, the European Union is still trying to catch up to Starlink’s current internet services.
The Foreign Minister of Poland, Radoslaw Sikorski, accused Elon Musk of threatening to cut off Ukraine’s access to Starlink. The Polish Minister’s accusation came after Musk pointed out that Ukraine’s front line would collapse without Starlink.
Sikorski interpreted Musk’s words as a threat. Musk later issued a statement saying he would “never” cut Starlink services to Ukraine.
Despite Musk’s statement, the EU is considering alternatives to SpaceX’s Starlink. It will be difficult, given that the EU currently has no companies that can match SpaceX’s Starlink constellation.
The closest company in Europe to SpaceX’s Starlink is Eutelsat’s OneWeb constellation, which has around 650 satellites in lower earth orbit. In comparison, SpaceX reported having approximately 6,750 satellites in the Starlink constellation as of February 2025.
Even if Europe managed to match SpaceX’s current Starlink constellation, having Ukraine switch from one service to another would be complicated. Multiple countries are paying for Ukraine’s Starlink services, including the United States and Poland. On top of that, each country isn’t paying the same amount–some seem to be paying more than others.
In general, it doesn’t seem like Elon Musk can cut Ukraine’s access to Starlink on a whim.
Starlink Gigabit Dish Pending
SpaceX has a few boxes to check before releasing the Starlink gigabit dish. It will need to upgrade its Starlink constellation to harness a broader range of radio spectrum. But first, SpaceX must get clearance from the FCC to implement the upgrades.
PC Mag speculates that SpaceX could launch the Starlink gigabit dish later this year. The new dish’s release will depend on if SpaceX’s Starship can successfully deploy third-generation V3 Starlink satellites.
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