Tesla is facing another call for boycotts of its electric vehicles (EVs) in Europe, following Elon Musk’s controversial appearances at U.S. President Trump’s inauguration last week and at a campaign event for the Alternative for Germany (AfD) over the weekend.
On Saturday, Musk spoke virtually at a rally for Germany’s AfD, which is widely considered a far-right nationalist party, saying that there was “too much of a focus on past guilt” in what many reported to be referencing the Nazis.
Following the event, Poland’s Minister of Sports and Tourism, Slawomir Nitras, called for strong condemnation of Musk and a Tesla boycott on Monday, coming on the 80th anniversary of the liberation of Jews from Auschwitz (via Polish Press Agency).
“There is no justification for any reasonable Pole to continue purchasing Teslas. A serious and strong response is necessary, including a consumer boycott,” Nitras said. “This ‘Hydra’s’ head may grow back. And, particularly on a day like today, on the anniversary of the Auschwitz liberation, we must remember and loudly speak the truth.”
At the time of writing, Poland’s Ministry of Foreign Affairs has not responded to Teslarati’s request for comment on the report.
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The statement comes after Musk over the weekend encouraged German’s AfD party to be proud of being German during a campaign event on Saturday, and after he performed what appeared to be a Nazi salute during U.S. President Donald Trump’s inauguration ceremony last Monday.
“I think there’s, like, frankly, too much of a focus on past guilt, and we need to move beyond that,” Musk said during the AfD rally. “Children should not be guilty of the sins of their parents or even, let alone their parents, their great grandparents, maybe even. And we should be optimistic and excited about a future for Germany.
“That’s really what it is, to be excited, to be optimistic about the future, to preserve German culture and protect the German people. And you know, there are some other things that I think would be very helpful too, which is that, I think you want more self-determination for Germany and for the countries in Europe, and less from Brussels.”
He also warned of “multiculturalism that dilutes everything,” stoking fears of the world becoming “the same everywhere, where it’s just one big sort of soup.”
The event comes ahead of a key German election being held on February 23, and Musk also said that it could “decide the entire fate of Europe and maybe the fate of the world.”
Ahead of the AfD appearance, many executives and boardmembers in Germany announced their disdain for Musk’s apparent Nazi salute, echoing their intentions to avoid purchasing Tesla’s EVs in the future.
“We can no longer support the path we are currently on,”said Lars Viebrock, Viebrockhaus CEO. Others highlighted the “incompatibility” between Musk’s statements and the values of Tesla’s products.
Tesla Germany declined to comment on the matter or on Musk’s recent rally appearances.
Despite downplaying the events with Nazi-related jokes, and his pointing to “how insanely hard legacy media tried to cancel me for saying ‘my heart goes out to you,’” Musk has also gained support from Israel Prime Minister Benjamin Netanyahu, who called the Tesla CEO “a great friend of Israel.”
“He visited Israel after the October 7 massacre in which Hamas terrorists committed the worst atrocity against the Jewish people since the Holocaust,” Netanyahu said. “He has since repeatedly and forcefully supported Israel’s right to defend itself against genocidal terrorists and regimes who seek to annihilate the one and only Jewish state. I thank him for this.”
Tesla has also been facing significant pressure from union strikes and sympathy strikes in Sweden over the last year, with multiple industries attempting to block delivery of the company’s EVs, license plates for buyers, and the connection of new Supercharger stalls to the electrical grid.
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Elon Musk
Tesla stands to gain from Elon Musk’s rekindled friendship with President Trump
“He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well-meaning person.”
Tesla CEO Elon Musk and President Donald Trump are back in each other’s good graces, and after a lengthy period where the two were at odds, the pair seemed to make up back in September.
The two were spotted at dinner at Trump’s Mar-a-Lago estate in West Palm Beach over the weekend, which was followed by a press conference on Air Force One, where the President called Musk, “great.”
He continued:
“He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well-meaning person.”
Musk previously had a position in Trump’s White House, as he was in charge of reducing government spending and waste by leading the Department of Government Efficiency (DOGE). Musk stepped back from his role in the government last year to focus on Tesla and SpaceX, as well as other projects.
Trump tonight on @elonmusk: “Elon’s great. He’s 80% super genius and 20% he makes mistakes, but he’s a good guy. He’s a well meaning person.” pic.twitter.com/QUprw06bie
— Sawyer Merritt (@SawyerMerritt) January 5, 2026
However, Musk, back in Trump’s good graces, stands to get some assistance for Tesla from the White House moving forward, especially as he and the President are back to being friends and allies.
Reduced Scrutiny from a Regulatory Standpoint
Tesla has been the subject of several National Highway Traffic Safety Administration (NHTSA) probes, including ones that dive into Autopilot and Full Self-Driving and incidents involving the two.
Trump has already initiated a more relaxed environment for autonomous vehicle oversight. Last January, he proposed a voluntary framework system for self-driving vehicles, which reduced barriers for companies involved with autonomy.
In April, he relaxed crash reporting and exemptions for autonomous vehicles, creating a clearer pathway for companies to innovate and easing compliance burdens.
In September, Transportation Secretary Sean P. Duffy led efforts to update FMVSS, eliminating redundant human-driver requirements. This aimed to create a single national standard, boosting deployment and eliminating much of the bureaucracy that stalls innovation.
Favorable Autonomous Vehicle Framework
Some of the moves that were mentioned previously will assist Tesla in rolling out its Robotaxi network across the country, and although it currently has to go through the process on a state-level, things could become easier for Tesla and other companies exploring self-driving vehicles.
Musk could have a direct line to Trump that would help create fewer regulatory barriers for the companies involved in developing autonomous vehicles, which would directly benefit Tesla, but also its competitors like Waymo.
Protection from International Competition via Trade Policies
It is no secret that the President is focused on domesticating manufacturing, AI efforts, and everything in between. This is enforced by the tariffs the White House enforced last year, which have prioritized U.S.-based companies.
This could shield Tesla from potential foreign competitors, especially ones like BYD, which have been formidable opponents.
Overall, these gains stem from a more aligned political environment, where Musk’s influence could prioritize deregulation over enforcement; this leads to more innovation and relaxed regulations, but there are some risks. However, outcomes are dependent on the depth of President Trump and Musk’s reconciliation.
Long-term benefits to Tesla would require concrete policy actions.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
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Tesla Cybercab test fleet expands in Austin and Bay Area
