News
Opinion: Tesla and India is the right thing at the wrong time
Tesla and India will not be working together any time soon, as new reports now indicate that Tesla has pulled its team responsible for entrance into the Indian market to other regions. Tesla and India might be a powerful one-two punch in the future, but in 2022, the two are just the right thing at the wrong time.
When Tesla first started making moves toward entering the Indian automotive market, there was a lot of excitement. The unbelievable potential of a partnership between the world’s leading electric car company and a government that primarily focuses on domestic manufacturing efforts, mainly due to the Make in India initiative, had people buzzing. However, there were still hoops to jump through. Any person with any sort of knowledge about India and cars knows that it is an expensive place to own one, especially if it was not built there. Getting cars from outside of India into the country doubles the cost of the vehicle on most occasions due to import duties. This is when Tesla started to realize how difficult this whole process might be.
Tesla places its India entry on hold after failing to secure lower import taxes: report
In routine negotiations, even with companies and governments, there is always a brief standoff period to see who will budge first. The hypothetical game of chicken can be magnified when dealing with two large entities, but eventually, something happens where someone makes a move, and things start to come together. I thought a great, recent, and relevant example of this would be the Elon Musk-Twitter buyout, where, as the board of the platform mozied over the Tesla CEO’s offer, new developments were few and far between, as expected. Nothing was going to move forward until someone budged.
The issue is that sometimes people choose not to budge because their needs in a particular deal are non-negotiable. When the needs of both sides are non-negotiable, it complicates the entire ordeal, and this is what made the Tesla-India deal stagnate: Two large entities that had specific requirements to make something happen. Neither was asking for a small thing, so it is not necessarily unreasonable that Tesla put its plans for India on hold.
Tesla needed to test demand for its cars. It would only be able to do this by building them in Fremont, California, Austin, Texas, Brandenburg, Germany, or Shanghai, China, and then shipping them to India. The problem with this system was it would not be an accurate representation of what Tesla might be able to sell in the market, as the vehicles would still be subjected to massive import duties that would double the cost of the car in some cases. Only a small percentage of the population would be able to afford that, and with very little EV infrastructure in India, it made the company’s products even less attractive. Tesla was effectively stuck between a rock and a hard place because it had an interest in building and selling cars in India, it just needed to confirm that the people of India wanted to buy the cars. Indian government officials rarely offered commentary that was indicative of a willingness to budge.
India wanted Tesla to commit to building a new Gigafactory in their country, which would align with the government’s focus on domestic manufacturing efforts and would likely give officials enough to pull back import duties for Tesla. However, Tesla could not commit to this: there was no indication that demand would be high enough to justify an entire factory, and Tesla was not sure it would be able to export vehicles from the Indian factory to other countries. Given the economic situations across the world during the past two years due to the COVID-19 pandemic, neither entity would be able to budge from their needs.
India and Tesla were the right thing, just at the wrong time. Given the extreme demands that both Tesla and Indian officials needed, it was best to not beat a dead horse any longer and move on from the potential partnership, at least temporarily. Tesla does have a lot of potential in India, but it cannot justify purchasing massive land plots for a new facility, it cannot justify spending millions more on showrooms and service centers, and it can not adequately test the want for its vehicles with massive import taxes trailing behind every car sent to the market.
Try again in a few years, hopefully.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Tesla stock (NASDAQ: TSLA) just got a price target boost from its biggest bear, Gordon Johnson of GLJ Research, who raised his expected trading level to one that is 95 percent lower than its current trading level.
Johnson pushed his Tesla price target from $19.05 to $25.28 on Wednesday, while maintaining the ‘Sell’ rating that has been present on the stock for a long time. GLJ has largely been recognized as the biggest skeptic of Elon Musk’s company, being particularly critical of the automotive side of things.
Tesla has routinely been called out by Johnson for negative delivery growth, what he calls “weakening demand,” and price cuts that have occurred in past years, all pointing to them as desperate measures to sell its cars.
Johnson has also said that Tesla is extremely overvalued and is too reliant on regulatory credits for profitability. Other analysts on the bullish side recognize Tesla as a company that is bigger than just its automotive side.
Many believe it is a leader in autonomous driving, like Dan Ives of Wedbush, who believes Tesla will have a widely successful 2026, especially if it can come through on its targets and schedules for Robotaxi and Cybercab.
Justifying the price target this week, Johnson said that the revised valuation is based on “reality rather than narrative.” Tesla has been noted by other analysts and financial experts as a stock that trades on narrative, something Johnson obviously disagrees with.
Dan Nathan, a notorious skeptic of the stock, turned bullish late last year, recognizing the company’s shares trade on “technicals and sentiment.” He said, “From a trading perspective, it looks very interesting.”
Tesla bear turns bullish for two reasons as stock continues boost
Johnson has remained very consistent with this sentiment regarding Tesla and his beliefs regarding its true valuation, and has never shied away from putting his true thoughts out there.
Tesla shares closed at $431.40 today, about 95 percent above where Johnson’s new price target lies.
News
I subscribed to Tesla Full Self-Driving after four free months: here’s why
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
I have been lucky enough to experience Tesla Full Self-Driving for the entire duration of my ownership experience for free — for four months, I have not had to pay for what I feel is the best semi-autonomous driving suite on the market.
Today, my free trial finally ran out, and I had two choices: I could go without it for a period until I felt like I absolutely needed it, or I could subscribe to it, pay $99 per month, and continue to experience the future of passenger transportation.
I chose the latter, here’s why.
Tesla Full Self-Driving Takes the Stress Out of Driving
There are a handful of driving situations that I don’t really enjoy, and I think we all have certain situations that we would just rather not encounter. This is not to say that I won’t ever experience them as someone who has driven a car for 15 years (it feels weird saying that).
I don’t love to drive in cities; I really don’t like driving on I-695 on my way to Baltimore, and I truly hate parallel parking. All three things I can do and have done, all three within the past few weeks, too.
It takes all the stress out of city driving pic.twitter.com/q0SPPrH4HU
— TESLARATI (@Teslarati) December 4, 2025
However, if I can avoid them, I will, and Tesla Full Self-Driving does that for me.
Tesla Full Self-Driving Eliminates the Monotony
I drive to my alma mater, Penn State University, frequently in the Winter as I am a season ticket holder to Wrestling and have been for 16 years now.
The drive to State College is over two hours and over 100 miles in total, and the vast majority of it is boring as I travel on Rt 322, which is straight, and there is a lot of nature to look at on the way.
I am willing to let the car drive me on that ride, especially considering it is usually very low traffic, and the vast majority of it is spent on the highway.
The drive, along with several others, is simply a boring ride, where I’d much rather be looking out the windshield and windows at the mountains. I still pay attention, but having the car perform the turns and speed control makes the drive more enjoyable.
Tesla Full Self-Driving Makes Navigating Easier
Other than the local routes that I routinely travel and know like the back of my hand, I’ve really enjoyed Full Self-Driving’s ability to get me to places — specifically new ones — without me having to constantly check back at the Navigation.
Admittedly, I’ve had some qualms with the Nav, especially with some routing and the lack of ability to choose a specific route after starting a drive. For example, it takes a very interesting route to my local Supercharger, one that nobody local to my area would consider.
But there are many times I will go to a new palce and I’m not exactly sure where to go or how to get there. The Navigation, of course, helps with that. However, it is really a luxury to have my car do it for me.
To Conclude
There was no doubt in my mind that when my Full Self-Driving trial was up, I’d be subscribing. It was really a no-brainer. I am more than aware that Full Self-Driving is far from perfect, but it is, without any doubt, the best thing about my Tesla, to me.
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
🚨 How I’ve gotten Tesla Full Self-Driving for free…until now
Watch me subscribe to Tesla FSD! https://t.co/bjK7EEOptR pic.twitter.com/cs5CmN5PdJ
— TESLARATI (@Teslarati) January 7, 2026
The Tesla Diner has been subject to many points of criticism since its launch in mid-2025, and skeptics and disbelievers claim the company’s latest novel concept is on its way down, but there’s a lot of evidence to state that is not the case.
The piece cites anecdotal evidence like empty parking lots, more staff than customers during a December visit, removed novelty items, like Optimus robot popcorn service and certain menu items, the departure of celebrity chef Eric Greenspan in November 2025, slow service, high prices, and a shift in recent Google/Yelp reviews toward disappointment.
The piece frames this as part of broader Tesla struggles, including sales figures and Elon Musk’s polarizing image, calling it a failed branding exercise rather than a sustainable restaurant.
This narrative is overstated and sensationalized, and is a good representation of coverage on Tesla by today’s media.
Novelty Fade is Normal, Not Failure
Any hyped launch, especially a unique Tesla-branded destination blending dining, Supercharging, and a drive-in theater, naturally sees initial crowds taper off after the “Instagram effect” wears down.
Tesla makes major change at Supercharger Diner amid epic demand
This is common for experiential spots in Los Angeles, especially pop-up attractions or celebrity-backed venues. The article admits early success with massive lines and social media buzz, but treats the return to normal operations as “dying down.”
In reality, this stabilization is a healthy sign of transitioning from hype-driven traffic to steady patronage.
Actual Performance Metrics Contradict “Ghost Town” Claims
- In Q4 2025, the Diner generated over $1 million in revenue, exceeding the average McDonald’s location
- It sold over 30,000 burgers and 83,000 fries in that quarter alone. These figures indicate a strong ongoing business, especially for a single-location prototype focused on enhancing Supercharger experiences rather than competing as a mass-market chain
It’s not a ghost town lol. The @Tesla Diner still had over 30,000 burger orders and 83,000 fries orders in Q4. The diner generated over $1M in revenue in Q4, a $4M annual run rate, which is more than the average McDonald’s…. pic.twitter.com/XvAGLUqxej
— Sawyer Merritt (@SawyerMerritt) January 4, 2026
Conflicting On-the-Ground Reports
While the article, and other similar pieces, describe a half-full parking lot and sparse customers during specific off-peak visits, other recent accounts push back:
- A January 2026 X post noted 50 of 80 Supercharger stalls were busy at 11 a.m., calling it “the busiest diner in Hollywood by close to an order of magnitude
TESLA DINER 🍔
Frantic!!!
Crazy busy. pic.twitter.com/wMbmr8SFFn
— Rich & Sharon (@HullTeslaModel3) January 4, 2026
- Reddit discussions around the same time describe it as not empty when locals drive by regularly, with some calling the empty narrative “disingenuous anti-Tesla slop.”
When we visited it last week it was packed. We had to wait to enter, get a table and go to the restroom. We were lucky to find a spot to charge.
— Rani G (@ranig) January 4, 2026
Bottom Line
The Tesla Diner, admittedly, is not the nonstop circus it was at launch–that was never sustainable or intended. But, it’s far from “dying” or an “empty pit stop.”
It functions as a successful prototype: boosting Supercharger usage, generating solid revenue, and serving as a branded amenity in the high-traffic EV market of Los Angeles.
Tesla price target boost from its biggest bear is 95% below its current level
I subscribed to Tesla Full Self-Driving after four free months: here’s why
