Elon Musk
Tariff reprieve might be ‘Tesla-friendly,’ but it’s also an encouragement to others
Tesla stands to benefit from the tariff reprieve, but it has some work cut out for it as well.

After Secretary of Commerce Howard Lutnick made adjustments to the automotive tariff program that was initially announced, many quickly pointed to the reprieve as “Tesla-friendly.”
While that may be the case right now, it was also a nudge of encouragement to other companies, Tesla included, to source parts from the U.S. in an effort to strengthen domestic manufacturing. Many companies are close, and it will only take a handful of improvements to save themselves from tariffs on their cars as well.
Yesterday, Sec. Lutnick confirmed that cars manufactured with at least 85 percent of domestic content will face zero tariffs. Additionally, U.S. automakers would receive credit up to 15 percent of the value of vehicles to offset the cost of imported parts.
Big Tesla win? Sec Lutnick says cars with 85% domestic content will face zero tariffs
“This is ‘finish your cars in America and you win’,” Lutnick said.
Many were quick to point out that only three vehicles currently qualify for this zero-tariff threshold: all three are Teslas.
However, according to Kelley Blue Book’s most recent study that revealed who makes the most American cars, there are a lot of vehicles that are extremely close to also qualifying for these tariff reductions.
Tesla has three vehicles that are within five percent, while Ford, Honda, Jeep, Chevrolet, GMC, and Volkswagen have many within just ten percent of the threshold.
Tesla completely dominates Kogod School’s 2024 Made in America Auto Index
It is within reach for many.
Right now, it is easy to see why some people might think this is a benefit for Tesla and Tesla only.
But it’s not, because Tesla has its Cybertruck, Model S, and Model X just a few percentage points outside of that 85 percent cutoff. They, too, will feel the effects of the broader strategy that the Trump administration is using to prioritize domestic manufacturing and employment. More building in America means more jobs for Americans.

Credit: Tesla
However, other companies that are very close to the 85 percent cutoff are only a few components away from also saving themselves the hassle of the tariffs.
Ford has the following vehicles within just five percent of the 85 percent threshold:
- Ford Mustang GT automatic (80%)
- Ford Mustang GT 5.0 (80%)
- Ford Mustang GT Coupe Premium (80%)
Honda has several within ten percent:
- Honda Passport All-Wheel-Drive (76.5%)
- Honda Passport Trailsport (76.5)
Jeep has two cars:
- Jeep Wrangler Rubicon (76%)
- Jeep Wrangler Sahara (76%)
Volkswagen has one with the ID.4 AWD 82-kWh (75.5%). GMC has two at 75.5% with the Canyon AT4 Crew Cab 4WD and the Canyon Denali Crew Cab 4WD.
Chevrolet has several:
- Chevrolet Colorado 2.7-liter (75.5%)
- Chevrolet Colorado LT Crew Cab 2WD 2.7-liter (75.5%)
- Chevrolet Colorado Z71 Crew Cab 4WD 2.7-liter (75.5%)
These companies are close to reaching the 85% threshold, but adjustments need to be made to work toward that number.
Anything from seats to fabric to glass can be swapped out for American-made products, making these cars more domestically sourced and thus qualifying them for the zero-tariff boundary.
Frank DuBois of American University said that manufacturers like to see stability in their relationships with suppliers and major trade partners. He said that Trump’s tariff plan could cause “a period of real instability,” but it will only be temporary.
Now is the time to push American manufacturing forward, solidifying a future with more U.S.-made vehicles and creating more domestic jobs. Tesla will also need to scramble to make adjustments to its vehicles that are below 85%.
Elon Musk
Tesla recruits data collection operators for Optimus bot development

Tesla is recruiting Data Collection Operators to propel the development of its Optimus humanoid robot. The new hires will be critical in supporting Tesla’s data collection team to refine the Optimus bot.
The primary responsibilities of Data Collection Operators include gathering data, addressing engineering requests, and providing equipment feedback. Candidates must demonstrate data-driven decision-making and enthusiasm for robotics.
“We are looking for someone with enthusiasm for the field of robotics and a strong desire to contribute to the development of [the] Tesla Bot,” Tesla noted.
Available shifts for Tesla’s Data Collection Operators include 8:00 AM–4:30 PM, 4:00 PM–12:30 AM, or 12:00 AM–8:30 AM, with flexibility for overtime and weekend work.

Operators will walk pre-determined test routes daily, wearing motion capture suits and Virtual Reality headsets to perform specific movements based on project needs. Requirements include the ability to walk over seven hours daily while carrying up to 30 pounds, a height between 5’6” and 6’, and comfort with extended VR use. Candidates must also exhibit hand/eye coordination, body awareness, and the ability to travel up to 25% of the time with daily regional driving.
Elon Musk recently showcased Optimus advancements, sharing a dance video highlighting the Tesla bot’s agility and swift progress. Optimus has evolved significantly since its 2022 debut at AI Day, where semi-functional prototypes walked and moved arms. Critics initially questioned its reliance on remote control, but Tesla’s ongoing efforts are silencing doubters.
Morgan Stanley analysts project a $5 trillion market for humanoid robots by mid-century, with Tesla’s Optimus poised to capitalize in industrial and commercial applications. As Tesla pushes the boundaries of robotics, the Data Collection Operator roles underscore its commitment to innovation.
With Optimus advancing, Tesla’s recruitment reflects its strategic focus on AI and robotics. The data collected will refine the Optimus bot. Tesla Optimus could transform industries and position Tesla as a leader in the humanoid robot market, aligning with Musk’s vision for a tech-driven future.
Elon Musk
Elon Musk’s $56B pay package under review by new Tesla committee
Tesla forms a special board committee to reassess Elon Musk’s 2018 compensation. New performance-based options may be on the table for Musk.

Tesla’s board has established a special committee to evaluate CEO Elon Musk’s pay package. The move comes as the company navigates a pivotal shift in its strategic direction.
According to the Financial Times, the new committee could craft a new stock options package. The committee, comprising Tesla board Chair Robyn Denholm and independent director Kathleen Wilson-Thompson, is tasked with reviewing Musk’s compensation, noted sources familiar with the matter.
The group will explore alternative compensation methods for Musk’s past contributions if the 2018 $56 billion pay package is not reinstated. Any new stock options would be tied to Tesla meeting financial, operational, and share price targets. Musk’s 2018 pay package is currently under appeal.
Last month, Tesla disclosed the formation of a special committee to address compensation matters involving Musk, though details were sparse. In March 2025, Musk appealed to restore his record-breaking $56 billion compensation, arguing that Delaware Chancery Court Judge Kathleen McCormick made “multiple legal errors” in rescinding it. The appeal began on March 11, 2025. Musk along with current and former Tesla directors are challenging McCormick’s application of the entire fairness standard in her ruling.
Tesla is at a crossroads as it pushes forward with robotaxis and humanoid robots. This shift repositions Tesla as an AI and robotics leader rather than a traditional automaker. Elon Musk is Tesla’s largest shareholder, holding a 13% stake. Earlier this month, Denholm refuted a Wall Street Journal report suggesting the board was seeking a replacement for Musk, reaffirming his central role in the company.
The committee’s review underscores Tesla’s efforts to align Musk’s compensation with its evolving goals amid legal and strategic challenges. As the appeal progresses and Tesla doubles down on AI-driven innovation, the outcome could shape the company’s leadership and market trajectory. With Musk’s vision steering Tesla toward uncharted territory, the compensation debate highlights the high stakes of balancing shareholder value with transformative ambition.
Elon Musk
Tesla CEO Elon Musk confirms Robotaxi will come to Saudi Arabia
Tesla Robotaxi will be in Saudi Arabia one day, Elon Musk confirms.

Tesla CEO Elon Musk confirmed during the Saudi-U.S. Investment Forum on Tuesday that the company’s Robotaxi platform would eventually land in the Kingdom of Saudi Arabia, essentially confirming the intention to grow a driverless fleet of vehicles outside of the United States.
This is the first time Musk has specifically confirmed Tesla’s intention to expand into Saudi Arabia, although based on the company’s plans, a global expansion is more expected than a confined Robotaxi platform that is limited to only the West.
Musk confirmed during the Investment Forum, where the U.S. agreed with the Saudis to a $600 billion investment pledge, that Robotaxi would eventually expand to the country. The CEO did not mention a specific timeframe, but Tesla is set to launch the Robotaxi platform in Austin, Texas, in June.
“Really, you can think of cars, or future cars, as being robots on four wheels. I think it will be very exciting to have autonomous vehicles here in the Kingdom, if you’re amenable.”
🚨 Tesla Robotaxi will be available in Saudi Arabia, Elon Musk confirms:
“You heard it here from Elon! He’s bringing Robotaxi to the Kingdom.” pic.twitter.com/3IeaZezYb8
— TESLARATI (@Teslarati) May 13, 2025
As Tesla’s Full Self-Driving suite is still supervised, it is expanding to other parts of the globe. Earlier this year, it made its way to China for the first time ever, with many giving rave reviews of the driver assistance platform.
Tesla plans to expand to Europe later this year, but the company is still awaiting regulatory approval from EU agencies, something that will likely take some time to complete.
The big takeaway is that the Robotaxi platform is not confined to a single model, like the Cybercab. Instead, Robotaxi could be any Tesla vehicle, as long as it is capable of unsupervised Full Self-Driving. This is something that will require Tesla to work with local authorities to first launch a Supervised version of the suite, which could then expand to the unsupervised FSD platform, enabling a Robotaxi network in the country.
Nevertheless, Tesla’s relationship with the Middle East seems to be good. The company recently launched the Cybertruck in Saudi Arabia, enabling customer orders just last month.
Tesla confirms Cybertruck will make its way out of North America this year
Additionally, Musk’s Starlink was recently given approval for both maritime and aviation use cases, expanding the relationship between the country and the CEO. This was also confirmed during the Investment Forum today.
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