Tesla’s Cybertruck Gigafactory may be experiencing some speed bumps as of late, but the project is also making headway in some key areas. Amidst the Travis County Commissioners Court’s decision to postpone a vote on the electric car maker’s incentive package, the Del Valle Independent School District has gone ahead and approved an incentive agreement with Tesla.
With the Del Valle Independent School District’s approval, Tesla would be able to build its upcoming Cybertruck Gigafactory on district land. The approved incentive would also allow Tesla to save money on its property tax bill paid to the school district by capping the value of the land for 10 years. With this, the electric car maker is poised to save over $68 million, as noted by a KXAN News.
The land in question is located at the intersection of State Highway 130 and Harold Green Road. The site is massive, spanning about 2,100 acres, as per an application filed in June. The Cybertruck Gigafactory is expected to bring about 5,000 jobs to the area, as per Tesla’s Section 313 tax limitation application. The application also revealed that the wages for 25 positions in the plant would be around $74,000 per year.
The news from the Del Valle Independent School District bodes well for Tesla and Texas, especially since recent delays at the Travis County Commissioners Court suggest that there are roadblocks to the electric car maker’s arriva. In recent hearings, for example, a number of community call-ins pointed to a general wariness towards large companies like Tesla, whose goals may not prioritize local taxpayers and employees.
Among these was Jessica Wolff, deputy policy director for Workers Defense Project. In a statement, Wolff asked Tesla for more transparency, especially about the jobs that it will bring to the region. “Tesla has said that they will provide 5,000 middle skilled jobs. Our community needs more transparency. We need specifics. What types of jobs? How many will be temporary vs. permanent? What are the starting wages and benefits each will receive?” she said.
Austin, Texas is generally perceived as one of two finalists for the location of the Cybertruck Gigafactory, Tulsa, Oklahoma being the other. Between the two sites, Austin appears to be further ahead, but Tulsa is also pushing hard on its efforts to attract the electric car maker to set up shop in the city. Elon Musk has personally visited Tulsa recently, where he was hosted by local officials. With this in mind, it appears that the race for the Cybertruck Gigafactory may be entering its final stages.
Investor's Corner
Tesla (TSLA) Q2 2025 earnings call: What investors want to know

Tesla (NASDAQ:TSLA) is set to report its second-quarter 2025 financial results on Wednesday, July 23, after markets close. With this in mind, Tesla investors have aggregated their top questions for the company at its upcoming Q&A session.
The upcoming earnings report follows a mixed delivery quarter. Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally. In the energy segment, Tesla deployed 9.6 GWh of storage products, continuing momentum for its Megapack business. Tesla’s vehicle sales are currently down year-over-year, though a good part of this was due to the Model Y changeover in the first quarter.
Following are Tesla investors’ top questions for management, as aggregated in Say.
- Can you give us some insight (into) how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
- What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
- What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
- Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
- When do you anticipate customer vehicles to receive unsupervised FSD?
- Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
- Have any meaningful Optimus milestones changed for this year or next, and will thousands of Optimus be performing tasks in Tesla factories by year-end?
- Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years? We still do not know much about HW4.
- Cybertruck ramp is now a year in, but sales have lagged other models. How are you thinking through boosting sales of such an incredible product?
- When will there be a new CEO compensation package presented and considered for the next stage of the company’s growth?
Tesla will release its Q2 update letter on its Investor Relations website after markets close on Wednesday. A live Q&A webcast with management will then follow at 4:30 p.m. CT (5:30 p.m. ET) to discuss the company’s performance and outlook.
News
Tesla Model Y becomes dual champ in China’s vehicle sales rankings
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover.

The Tesla Model Y was recently deemed a double champion in China, with the all-electric crossover topping two notable sales charts in the country’s automotive sector.
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover, as it has continued to outsell even vehicles that are newer and more affordable.
Tesla China’s announcement
In a post on Weibo, Tesla China VP Grace Tao highlighted that the Model Y topped China’s sales of SUVs, as well as vehicles that are priced in the 200,000-400,000 yuan range. This is quite remarkable, as the Model Y is one of the more costly entries in both lists. She also invited everyone to try out the vehicle for themselves. “You will know the champion strength after a try,” the Tesla VP wrote.
For the first half of the year, the Tesla Model Y sold 171,491 units domestically in China. This number was enough to make it the country’s best-selling SUV and vehicle priced in the 200,000-400,000 yuan range, but it could still easily be higher in the second half of 2025.
This was because Tesla initiated a changeover in Gigafactory Shanghai to shift the facility’s Model Y line to the vehicle’s new iteration. Had Tesla sold the Model Y in full force during the first half of 2025 in China, the vehicle’s domestic sales figures would have been even more impressive.
Model Y L coming
Tesla China’s Model Y sales could see a notable boost in the second half of the year due to the addition of the Model Y L, an extended wheelbase version of the all-electric crossover. Tesla is yet to announce the details for the Model Y L, though the vehicle was listed in the MIIT regulatory catalog as a six-seater. This is game-changing, as the Model Y’s previous seven-seat configurations have caught criticism for being far too cramped and unusable for adults.
With the six-seat Model Y in the company’s lineup, Tesla would be able to compete with popular vehicles from rivals like BYD, which have made it a point to release spacious three-row vehicles that are designed to carry the whole family. Provided that the Model Y L is priced correctly, it could very well raise Tesla’s vehicle sales this year.
Investor's Corner
Tesla still poised to earn $3B in ZEV credits this year: Piper Sandler
Piper Sandler analyst Alex Potter maintained his $400 per share price target on TSLA stock.

Tesla (NASDAQ:TSLA) is still poised to earn about $3 billion in zero-emission vehicle (ZEV) credits this year despite growing concerns over policy shifts under United States President Donald Trump. This is, at least, according to Piper Sandler analyst Alex Potter, who maintained his $400 per share price target and “Overweight” rating on TSLA stock.
Tesla’s ZEV credit revenue
In a recent investor note, Potter acknowledged that Trump’s efforts to undo EV-related incentives could impact Tesla’s ZEV credit income. The analyst noted that these effects would likely not be too drastic, however, even if ZEV credits provide Tesla’s finances with a substantial boost. Last year, Tesla earned about $3.5 billion from regulatory credits, equal to nearly 100% of the company’s FY24 free cash flow, as noted in a Benzinga report.
Potter estimated that the impact of potential regulatory reversals from the Trump administration will likely not be immediate. “Tesla will still book around $3B in credits this year, followed by $2.3B in 2026,” the Piper Sandler analyst wrote.
Considering his reiterated $400 price target for Tesla stock, Potter seems to be expecting an upside of over 20% for the electric vehicle maker. It should be noted, however, that Tesla is a volatile stock by nature, so huge swings in stock price may happen even without material developments from the company.
Robotaxi developments
The Piper Sandler analyst also highlighted the progress of Tesla’s Full Self-Driving (FSD) program and Robotaxi developments as potential offsets to regulatory headwinds. Potter pointed to expanding operations in Austin and Tesla’s push to launch Robotaxi services in Phoenix and the Bay Area, pending regulatory approval.
“In our view, these favorable FSD-related developments are likely to overshadow any/all negative commentary arising from lower 2025/2026 estimates,” the analyst wrote.
In addition to rescinding ZEV programs, the Trump administration has proposed ending the $7,500 federal EV credit by September 2025 and rolling back Corporate Average Fuel Economy (CAFE) standards.
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