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Ford CEO sees ‘cost and chaos’ in Trump tariffs, GM aims to ease impact

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Following U.S. President Donald Trump’s passage of tariffs on all steel and aluminum imports this week, Ford and General Motors (GM) are evaluating how to handle expected cost increases—with the two companies thus far having responded a little bit differently.

The Trump administration on Monday officially imposed a 25 percent tariff on all steel and aluminum imports into the U.S., after recently delaying tariffs threatened against Mexico and Canada for a month. In response, Ford CEO Jim Farley has said that Trump’s decision has so far only brought increased “cost and chaos” to the auto sector, while GM CEO Mary Barra says the automaker may be able to mitigate up to 50 percent of the impact of the tariffs, according to a report from Automotive News.

“President Trump has talked a lot about making our U.S. auto industry stronger, bringing more production here, more innovation to the U.S., and if this administration can achieve that, it would be, I think, one of the most signature accomplishments,” Farley said during an event on Tuesday. “So far, what we’re seeing is a lot of cost and a lot of chaos.”

Ford is looking to build up inventory where it can in order to prepare for even more widespread tariffs of 25 percent, expected to be lodged against all products from Mexico and Canada, per Trump’s original plans that have now been delayed. Despite the newly imposed metal tariffs, Ford has noted that most of its steel and aluminum materials currently come from within the U.S., though it’s also expecting to take on some of the increased costs facing other suppliers.

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READ MORE ON TRUMP TARIFFS: Trump’s tariffs – Here’s what they mean for Tesla and the auto industry

In other recent statements, Ford has also expressed some level of optimism for the Trump administration’s plans for the auto industry. Executive Chairman Bill Ford recently said that Trump “clearly understands the importance of [the auto] industry,” adding that he is aware that the U.S. President “wants to be helpful” and saying that he feels “very confident” that Ford will have a say in future discussions within the administration’s auto efforts.

Others, including Canadian supplier Linamar, have been quick to criticize the tariff plans publicly, while GM has taken a slightly more cautious approach to the news. Barra has said that GM could mitigate as much as 30 to 50 percent of the cost impact of such tariffs, without requiring additional capital.

“We are prepared when we know exactly what’s going to happen,” Barra responded, as detailed in a separate story from Automotive News. “Of course, if tariffs are longer, there’s additional things that we’ve studied that we know we can do from a capital-efficient way.”

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It’s not yet clear whether or not Trump will institute the more widespread tariffs on Mexico and Canada, after he delayed the plans by requiring each country’s military to assist with border control as a condition for delaying the plans for a month. The Trump administration also instituted a 10 percent tariff on imports from China, after many other countries have also established new tariffs on the country in the past several months.

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.

Tesla asking Canada for lower tariffs on Giga Shanghai-made vehicles: report

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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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Tesla 2026 Spring Update drops 12 new features owners have been waiting for

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Tesla announced its Spring 2026 software update, and it’s the most feature-dense seasonal release the company has put out. The update covers twelve named changes spanning FSD, voice AI, safety lighting, dashcam storage, and pet display customization, among other things.

The centerpiece for owners with AI4 hardware is a redesigned Self-Driving app. The new interface lets owners subscribe to Full Self-Driving with a single tap and view ongoing FSD usage stats directly in the vehicle.

Grok gets its biggest in-car upgrade yet. The update adds a “Hey Grok” hands-free wake word along with location-based reminders, so a driver can now say “remind me to pick up groceries when I get home” without touching the screen. Grok first arrived in vehicles in July 2025, but each update has pushed it closer to genuine daily utility. Musk framed the broader vision clearly at Davos in January, saying Tesla is “really moving into a future that is based on autonomy.”

On safety, the update introduces enhanced blind spot warning lights that integrate directly with the cabin’s ambient lighting, building on the blind spot door warning that arrived in update 2026.8.

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Dog Mode has been renamed Pet Mode and now lets owners choose a dog, cat, or hedgehog icon and add their pet’s name to the display.

Dashcam retention now extends up to 24 hours, up from the previous one-hour rolling loop, with a permanent save option for any clip. Weather maps now show rain and snow with better color differentiation and include the past hour of precipitation data along the route.

Tesla has now established a clear rhythm of two major OTA pushes per year. As with last year’s Spring update, that cycle started taking shape in 2025 with adaptive headlights and trunk customization. The 2025 Holiday Update then added Grok to the vehicle for the first time. This Spring follows that structure: the Holiday update introduces new architecture, and the Spring update broadens it across the fleet.

Two notable features still did not make it. IFTTT automations, which launched in China earlier this year, were held back from this North American release for unknown reasons, and Apple CarPlay remains absent, reportedly still delayed by iOS 26 and Apple Maps compatibility issues.

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Below is the full list of feature updates released by Tesla.

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Tesla launches new Model Y interior option

Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.

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Credit: Tesla Malaysia | X

Tesla has rolled out a striking new interior choice for its best-selling Model Y in China, replacing the long-familiar white cabin with a fresh option: Zen Grey.

Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.

The Zen Grey interior swaps the classic black-and-white contrast for a softer, more unified palette. Seats, door panels, and center console trim now feature a warm light-grey tone that covers far more surface area than before.

Previously, black accents on the console, door handles, and lower dashboard are now color-matched in the same pebbled vegan leather, creating a brighter, less clinical cabin.

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Tesla describes the material as durable and easy to maintain while delivering a noticeably more premium feel. Early photos and videos from Chinese owners show the new shade reflecting natural light beautifully, giving the spacious Model Y an even airier, more inviting atmosphere without sacrificing the minimalist design customers expect:

The change is not an added-cost upgrade but a direct replacement for the discontinued white interior on Shanghai-built vehicles. Customers configuring a new Model Y in China, Hong Kong, or Macau now see Zen Grey as the default light-colored choice.

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The update also flows to export markets supplied by Giga Shanghai, including Australia, New Zealand, South Korea, Japan, and the Philippines. Tesla has used its Chinese factory as an innovation hub before, and executives appear to be testing broader appeal with this subtler, warmer tone that avoids the high-maintenance reputation sometimes associated with bright white leather.

Beyond the interior, the refreshed Model Y from Shanghai includes minor exterior tweaks such as blacked-out badges on some trims and optional dark 20-inch wheels.

These changes arrive as Tesla faces stiff competition from domestic EV makers in its largest market. By refreshing the Model Y’s cabin without raising prices, the company is signaling continued commitment to value and constant improvement.

With over 1.2 million Model Y units already on Chinese roads, the Zen Grey launch gives existing owners a fresh talking point and new buyers another reason to choose Tesla. As deliveries ramp up this month, the updated interior is expected to become the dominant light-colored choice across the Asia-Pacific region.

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Tesla has not yet confirmed whether the Zen Grey will reach Fremont, Austin, or Berlin-built Model Ys, but Shanghai’s track record suggests the option could spread quickly if customer feedback remains strong.

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Tesla launches 200mph Model S “Gold” Signature in invite-only purchase

Tesla’s final 350-unit Signature Edition closes the book on two cars that changed everything.

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Tesla has announced a super limited Signature Edition run of 250 Model S Plaid and 100 Model X Plaid units as an invite only purchase in a bid to give its original flagship vehicles a proper send-off.

When the Model S first launched in 2012, the first 1,000 units sold were “Signature” editions that required a $40,000 deposit and cost nearly $100,000 each. Those early buyers were Tesla’s first real believers. This new Signature Edition deliberately echoes that moment, bookending a 14-year run with numbered collector hardware.

Both models are finished in an exclusive Garnet Red paint not available on any current Tesla production vehicle, with gold Tesla T badges up front, a gold Plaid badge and Signature badge at the rear, and a white Alcantara interior featuring gold Plaid seat badges, gold piping, Signature-marked door sills, and a numbered dash plate. The Model S adds carbon ceramic brakes with gold calipers. Every unit ships with Tesla’s Luxe Package, bundling Full Self-Driving (Supervised), four years of Premium Service, free lifetime Supercharging, and a Signature Edition key fob. Both are priced at $159,420, a roughly $35,000 premium over standard Plaid inventory.

The discontinuation is part of a broader strategic shift. At Tesla’s Q4 2025 earnings call, Musk described the decision as “slightly sad” but necessary, saying: “It’s time to basically bring the Model S and X programs to an end with an honorable discharge, because we’re really moving into a future that is based on autonomy.”

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The Fremont factory floor that built these cars is being converted to manufacture Optimus humanoid robots, with a target of one million units annually.

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