Ford plans to cut its F-150 Lightning production by about half in 2024.
“We’ll continue to match production with customer demand,” said a Ford spokeswoman.
The legacy automaker’s new plan for the all-electric F-150 Lighting is to produce about 1,600 units weekly at Ford’s Rouge Electric Vehicle Center in Dearborn, Michigan. Before its plans changed, the traditional OEM planned to produce around 3,200 all-electric pickup trucks per week. Ford aims to execute its new F-150 Lighting production plans by January 2024.
In a memo obtained by Automotive News, Ford explains its production cut is due to “changing market demand.” The memo also states that the legacy automaker plans to keep its output of gasoline-powered pickup trucks the same.
Ford’s production cut for the F-150 Lighting follows the automaker’s postponement of plans to invest $12 billion in North America’s new electric vehicle manufacturing capacity. In October, Ford stated that customers were no longer willing to pay a premium for electric cars.
In its Q3 2023 earnings report, Ford reported that its Model e electric vehicle unit lost $1.3 billion on an operating basis in the third quarter—double its loss in 2022. The EV unit lost $3.1 billion in the first three quarters of the year, roughly in line with Ford’s $4.5 billion full-year operating loss estimate.
Ford isn’t the only company reducing investments in electric vehicle manufacturing in North America. Battery suppliers, like LG Energy Solution (LGES) and SK On, are slowing their expansion plans in North America’s battery chain, claiming sluggish demand in the electric vehicle market.
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News
China reports hint at Tesla potentially finalizing Optimus V3 design
Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier.

Tesla might have potentially finalized the design for its Optimus V3 humanoid robot, at least if rumors from China prove accurate. As per recent reports, Tesla has reportedly placed a large order of linear actuators for humanoid robots from a Chinese supplier, with deliveries expected in the first quarter of 2026.
The volume of orders suggested by the reports from China suggests that the components will not just be used for Optimus prototypes.
The rumor
As noted in a report from Sina News, media outlets across China have recently reported that Tesla has placed a $685 million (5 billion RMB) order for linear actuators from Sanhua Intelligent Controls. The components will reportedly be used for the production of Optimus, which will likely be mass-produced in its V3 iteration. The reports claimed that the delivery of the actuators will likely start sometime in the first quarter of 2026.
Industry watchers have estimated that such a volume would be enough for about 180,000 Optimus robots. This suggests that while Tesla might not be able to start the initial production of its humanoid robots this year, the electric vehicle maker might be able to hit the ground running with its Optimus production next year. And as hinted at by Elon Musk’s comments on X, Tesla seems to be preparing to produce Optimus V3 en masse.
Company comments
The reports of Tesla’s alleged actuator orders have resulted in Sanhua Intelligent Controls’ stock rising. Interestingly enough, a Tesla China representative has stated that “no official information about this order that could be disseminated externally.” A representative from Sanhua, on the other hand, simply stated that the company’s robotics business is progressing smoothly, but they could not comment on market rumors.
While these reports are rumors for now, there are some optimistic hints that Tesla might have recently finalized the design for Optimus V3, and the company might be looking to start the robot’s production. For one, Sanhua is already a Tesla supplier, providing components for the company’s electric cars. A report from The Information also alleged that Tesla is no longer looking to produce 5,000 Optimus robots in 2025. This was reportedly due to challenges in the robot’s hands.
If Tesla is really starting to order large volumes of components for Optimus’ production, it would suggest that the company might have overcome the challenges it was facing with the humanoid robot earlier this year. It would then not be farfetched if Tesla were able to start the initial production of Optimus V3 next year.
News
Tesla eyes two new states for Robotaxi

Tesla has officially shown that it is eyeing two new states for Robotaxi operation in the U.S., as it hopes to add the new areas to its ever-growing list of places where the suite is either active or in the testing phase.
Tesla first launched its Robotaxi suite in Austin, Texas, in late June. It expanded the suite to the San Francisco Bay Area just a month later. Since then, it has not launched any public rides in any other states, but it has gained several approvals for early testing.
In preparation for operation in new states, Tesla routinely lists job postings on its Careers website, which helps align potential employees with opportunities ahead of regulatory approvals. This is a strategy that allows Tesla to start operations immediately upon licensing for testing.
Tesla started hiring Vehicle Operators for Autopilot in Arizona and Nevada months before the company gained any sort of approvals from state governments for Robotaxi. However, those approvals eventually came in the form of testing licenses, which allow the company to perform validation ahead of its public launch.
Tesla begins validating Robotaxi in a new area, hinting at expansion
Now, Tesla has posted job listings for Vehicle Operators for Autopilot in two new states: Colorado and Illinois. The Colorado job listing is located in Aurora, a suburb of Denver. Tesla is looking for Robotaxi operators in Chicago as well.
These postings hint toward Tesla’s continuing efforts to expand Robotaxi to new places. Earlier this year, CEO Elon Musk said the company would like to have Robotaxi available to at least half of the U.S. population.
It has expanded significantly since its initial launch in late June, but it is still a far way off from where Tesla would like it to be by year’s end.
So far, Tesla has job listings for Autopilot Vehicle Operators in Arizona, California, Texas, Florida, Colorado, Nevada, and Illinois.
Elon Musk
Tesla launched an ad for Elon Musk’s pay package on Paramount+

Tesla’s advertising strategy has taken a drastic turn as the company’s upcoming Shareholder Meeting will feature perhaps the most crucial vote in its history: the approval of CEO Elon Musk’s new pay package.
For years, the issue of Tesla’s advertising and marketing strategy has been a major point of conversation for investors in fans. It seems to be split right down the middle, with half wanting Tesla to set aside some money for advertising. The other half, just the opposite.
Tesla has been transparent that the money it would spend on advertising, marketing, and public relations is better set aside for the development of future products.
However, it has recently adopted a different tone in advertising, pushing some commercials on social media platforms like X and Instagram.
For the first time, an ad was seen on streaming services like Paramount+, but it wasn’t promoting Tesla’s products directly. Instead, it was more of a message for shareholders to vote on Musk’s pay package, something Tesla feels is a necessity:
Well this is a first. Tesla is running paid ads on Paramount+ encouraging people to vote their $TSLA shares ahead of the annual shareholder meeting on November 6th.
“Tesla is on the precipice of its next wave of transformations growth, and we need your support; We urge you to… pic.twitter.com/FTo5eFQJRZ
— Sawyer Merritt (@SawyerMerritt) October 14, 2025
“The future of Tesla is in your hands,” the ad reads at the end. It seems as if Tesla is taking whatever steps it needs to accomplish the task of getting Musk a new pay package and retaining him as its CEO.
On September 5, Tesla officially outlined its plans for a CEO Performance Award for Musk. It would require him to lift Tesla’s market capitalization to about $8.5 trillion, up from the $1.36 trillion it sits at today.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
It is obvious that Tesla is really hoping to get the pay package passed and is willing to shift some of its budget to encourage shareholders to vote.
However, there are some interesting perspectives on the move, and it’s sort of strange to see Tesla not advertising its vehicles or products, but only its pay package that would get its CEO paid.
Some of those who saw the ad are questioning the strategy:
Definitely a sign of desperation for $TSLA. They wouldn’t need to beg for votes if the BOD just did their job and held Elon accountable for his actions in the past. His blatant disregard for Tesla’s brand and the actions he takes in the public eye are exactly why I voted NO.
— squawksquare (@squawksquare) October 14, 2025
Doesn’t this taste wrong to anyone else?
No ads for the business? Only for the CEOs pay package?
— Schrodinger’s Wealth (@BosCybertruck) October 14, 2025
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