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The Tesla Blockade Coming from Legacy Automakers and Trump

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Look, as the great Hunter S. Thompson used to write, the “fat is in the fire.” The auto industry is ready to do what it does best, rest on its laurels and block any disruption on their March to Mediocrity. The recent picks, by the Trump transition team, show that Tesla is not getting invited to the “economic party” and will endure real obstacles in trying to sell its range of products.

GM’s Mary Barra, the ring-leader of mediocrity in the automotive universe, was invited last week to the exclusive, inner-circle by Mr. Trump to discuss job creation. As the New York Times reported, Elon Musk wasn’t there. The man that has lead to the creation of 30,000 manufacturing jobs in the last eight years between SpaceX, Tesla Motors and the newly acquired Solar City.

And, just think about how many more jobs could have been if Texas, Iowa, Utah, Connecticut and Michigan would just say yes to America.

I digress but Tesla is the only hope for a successful transition to sustainable transport, with an administration that doesn’t want anything to do with this disruptor. It’s “all or nothing” with these king-hell, greed freaks and the sooner Tesla nation understands this ugly truth, the better. And, most do.

Sustainable Transport Competition?

So, what about the upcoming Bolt versus Model 3 showdown? Green Car Reports just bestowed the 2017 green car of the year to the Bolt. So, how did GM parlay this prestigious award into a marketing tidal wave? They didn’t. Amazingly, there wasn’t one press release about the accolade since mid-November 2016.

I also did a quick search for 2016 for other press releases on the Bolt and there’s only one. It’s about the Bolt’s plant and its green manufacturing credentials in Ontario.

Plus, GM will have a limited release of the Bolt in 2017 — for practical profit reasons — and on a recent Talking Tesla podcast; the fellas mentioned the scarcity of Volts currently in California. Yes, California.

However, there’s good news on the horizon for Tesla as I like the chances of the Model 3 arriving on time in 2017. In the most recent shareholder letter, financial analyst Daniel Sparks noted that Tesla seems keen on Model 3 volume manufacturing for the second half of 2017. From the Q3 shareholder letter in November:

“Gigafactory construction and Model 3 development both remain on plan to support volume Model 3 production and deliveries in the second half of 2017.”

Plus, it seems the masses are waiting for the Model 3. A recent CleanTechnica article shows that the BMW 3 Series sales are declining. See figure below.

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However, the Tesla squeeze is coming from these oil-based cretins, and it may come in the form of limited service centers as it’s the only way to knock out Tesla. My prediction is for states to stay in opposition to consumer rights groups and block Tesla out of states like Texas, Utah and, of course, Michigan.

Some are pointing to Trump’s meeting with Silicon Valley tech leaders today as a way to extend an olive branch to Musk and others. I see it as Trump playing to the room and having Musk spill any information on the company’s plans. I doubt Musk will be too forthcoming and this meeting is probably all optics on some level.

With this mutant power structure in place and legacy automakers following, Tesla is the only hope for sustainable transport and Musk knows it.

"Grant Gerke wears his Model S on his sleeve and has been writing about Tesla for the last five years on numerous media sites. He has a bias towards plug-in vehicles and also writes about manufacturing software for Automation World magazine in Chicago. Find him at Teslarati

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Tesla Model Y L’s new features flexed at unveiling event at Diner

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Tesla Model Y L in a field
Credit: Tesla

Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.

The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.

Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990

Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.

However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.

Multi-Row Climate Control

Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:

Better Rear Window Visibility

One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.

Tesla has improved upon this with the Model Y L:

PowerShare will be included

Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.

Wireless Charging Pad

There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.

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Tesla owner fixes common feature complaint with crafty DIY retrofit

Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.

Thermal Management Improvements

These improvements in the Model Y L were seen with thermal management:

  • Up to 15% faster cabin cooling
  • +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
  • 8x more solar energy reflection off of glass roof
  • 30% reduction in solar energy entering the cabin

Demand

Tesla said the Model Y L is almost sold out in the U.S. It comes with

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  • 1 year of FSD Supervised
  • 1 year of Supercharging
  • 1 year of Premium Connectivity
  • Free exterior paint color, interior, and wheel option at no additional cost
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Elon Musk

Tesla CEO Elon Musk denies ridiculous Gigafactory Shanghai rumor

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(Credit: Tesla)

Tesla CEO Elon Musk took to his social media platform X on Thursday night to deny a ridiculous rumor regarding the sale of the company’s Chinese vehicle production plant, Gigafactory Shanghai.

On Thursday, the Wall Street Journal, citing sources familiar with the matter, claimed in a scathing new report that Tesla was exploring a potential sale of the entire China business in an effort to help bolster a potential merger between SpaceX and Tesla.

Musk immediately denied the rumor not once but twice, initially calling it “fake news,” and then calling it “absurdly fake news” in a separate post just a few moments later:

The original poster of the Wall Street Journal article that Musk saw deleted the initial post sharing the headline and the rumored sale of Tesla’s China business.

The report seemed absolutely and unequivocally false to begin with; Tesla’s business in China is among the most important pieces of the company’s business. Not only does the factory supply vehicles for the domestic market, but also for various other markets in Asia and Europe.

China is also one of the largest automotive markets in the world, and Tesla has performed well there despite the robust competition.

The speculation regarding a Tesla and SpaceX merger has started to gain steam this year as the space exploration company went public just a month ago. There has been speculation that Musk will bridge all of his companies under one “umbrella company,” and analysts believe this could happen before the end of the decade.

The Tesla and SpaceX merger everyone is talking about is quietly building

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This is the latest iteration of Musk’s very evident war on mainstream media. Reports regarding any of Musk’s companies are quick to get the dreaded “false” or “fake news” response from the CEO when they are unfounded.

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Elon Musk

Tesla AI boss reveals how big Optimus is going to get

Tesla’s Optimus chief corrected himself on X, confirming a staggering 10 million robot production target.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla’s Optimus program has a new number attached to it, after Ashok Elluswamy, the executive who has run the humanoid robot program since June 2025, posted a three word correction on X Thursday, “Correction, 10 million robots.”

The line clarifies the long term annual capacity Tesla is building toward its planned second Optimus production line at Gigafactory Texas, a figure Musk has cited repeatedly since last year’s shareholder meeting.

The scale is worth noting, because ten million robots a year would mean Tesla building more units annually than most countries sell in new cars. Tesla has framed this as a second line, not the first. The buildout is happening in two phases: a roughly one million unit per year line inside Tesla’s Fremont factory, installed on the floor space vacated when Model S and Model X production ended earlier this year, and a much larger dedicated facility under construction at Giga Texas that broke ground on its first steel structure in May. That Texas facility is the one Elluswamy’s correction refers to, and is expected to reach volume production sometime in 2027.

Tesla Optimus project fires up as Musk sees production line progress

Elluswamy took over Optimus from Milan Kovac last summer and has spent the months since talking up the program’s trajectory. Elon Musk has also floated the ten million figure at Tesla’s 2025 shareholder meeting.

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Ending Model S and Model X production to make room for the first Optimus line was one of the more consequential manufacturing decisions in the company’s recent history, retiring two flagship vehicles in favor of a robot that has yet to enter mass production. Musk has previously estimated per unit production costs at $20,000 to $25,000 once Tesla reaches a million units a year, though he hasn’t said what that cost looks like at ten times the volume.

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