This is a preview from our weekly newsletter. Each week I go ‘Beyond the News’ and handcraft a special edition that includes my thoughts on the biggest stories, why it matters, and how it could impact the future.
Tesla’s strong financial spreadsheet that has culminated in seven consecutive quarters of profitability has launched the electric car company into a more stable fiscal situation. For years, especially in my early days at Teslarati, I can remember the big narrative being Tesla’s Quarter-over-Quarter growth, but the fact that profitability wasn’t achieved very often made the company one of the more risky investments at the time.
Since then, Tesla has managed to work out a profitable quarter seven times in a row. Unbelievably, the company that has only been mass-producing vehicles since Summer 2017 is already a shoo-in for money-making quarters, at least that’s what it seems like. There never seems to be a glimmer of doubt when it comes to Tesla reporting strong financials. But, it became clear earlier this week that Tesla, despite having such strong financials quarter after quarter, isn’t willing to spend money on things that owners and customers don’t use. The company’s phase-out of the passenger lumbar support feature in the Model 3 and Model Y is a prime example of the way Tesla is simplifying its vehicles to improve profitability and margins, making their cars even more of a money-making machine than they were previously.
On May 31st, a tweet from @Ryanth3nerd showed his discontent for Tesla’s removal of the lumbar support option on the passenger’s seat. It was noticed by a Model Y owner on Reddit initially that the lumbar support option was removed from the side of the seat, only leaving the reclining option and seat adjustment levers for passenger adjustment.
“I really don’t like the direction @tesla is going raising prices of vehicles but removing features like lumbar for the Model Y. On top of rumors of FSD increase to $14k without any real added features to FSD unless you’re a beta tester,” the tweet said.
It is true that Model 3 and Model Y prices alike have increased in the past several months. This is likely due to the semiconductor or microcontroller shortage that has plagued much of the automotive industry for the past few quarters. Additionally, Musk said raw material costs are also affecting Tesla’s prices.
According to Musk, Tesla had a good reason for phasing out the lumbar support module, and it had to do with data usage logs that showed the lumbar support wasn’t utilized by passengers very often. In fact, it was used so infrequently that Tesla decided to scrap the module altogether in the 3 and Y.
“Moving lumbar was removed only in front passenger seat of 3/Y (obv not there in rear seats). Logs showed almost no usage. Not worth cost/mass for everyone when almost never used. Prices increasing due to major supply chain price pressure industry-wide. Raw materials especially.”
Moving lumbar was removed only in front passenger seat of 3/Y (obv not there in rear seats). Logs showed almost no usage. Not worth cost/mass for everyone when almost never used.
Prices increasing due to major supply chain price pressure industry-wide. Raw materials especially.
— Elon Musk (@elonmusk) May 31, 2021
Now, while this is a good point for Tesla to use as justification for their seat modification decisions, there are a few things that sort of confused me about the decision. First off, once a seat is adjusted, I think very few people want to change it. I know that when I get into a friend’s car, I rarely adjust the seat because that is probably the way their significant other prefers the seat to be set. As a driver in my own car, I know that I have only adjusted my seat on two or three occasions since I got it. Very rarely does it move, because the adjustments I made when I bought it were how I felt it was most comfortable, so I didn’t move it.
I think there could have been some confusion about whether the lumbar support is actually used, or whether it is a “set and forget” type of reasoning. I think many people find the way they like their seat, and it rarely changes over the course of the ownership experience.
While I doubt too many people will not buy a Tesla because they can’t adjust lumbar support, I think that there are some people who will look at it as a real disadvantage because there are plenty of people who need to utilize it for comfortability, especially if they have back problems. Nevertheless, it could be a temporary removal if enough people raise concerns to Musk via Twitter.
The biggest lesson here seems to be that Tesla’s use of data and analytics gives the company an extreme advantage when it comes to saving money on even the most trivial of parts. While Tesla will save some money from its recent decision to not equip Model 3 and Model Y cars with radar, the lumbar support removal also summarizes the company’s mission to take out what is not needed. Teslas are already so minimalistic as it is, and many people enjoy the lack of knobs and buttons on the interior. However, this is one knob that many owners may not be happy not having, but it remains to be seen if it saves Tesla’s enough money to justify keeping the feature left out from its two mass-market vehicles. -JK-
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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
-Joey
News
Tesla Sweden’s port deal sparks political clash in Trelleborg
The extension of Tesla’s lease has drawn criticism from the local Social Democratic opposition.
Tesla Sweden’s lease agreement at the Port of Trelleborg has triggered a political dispute, with local leaders divided over whether the municipally owned port should continue renting space to the electric vehicle maker amidst its ongoing conflict with the IF Metall union.
Tesla Sweden’s recently extended contract with the Port of Trelleborg has triggered calls for greater political oversight of future agreements.
Tesla has used the Port of Trelleborg to import vehicles into Sweden amid a blockade by the Transport Workers’ Union, as noted in a report from Dagens Arbete (DA). By routing cars via trucks on passenger ferries, the company has maintained deliveries despite the labor dispute. Vehicles have also been stored and prepared in facilities leased from the municipal port company.
The extension of Tesla’s lease has drawn criticism from the local Social Democratic opposition. Initially, the Port of Trelleborg hinted that it would not enter into new agreements with Tesla, but it eventually opted to renew its existing contract with the EV maker anyway.
Lennart Höckert, an opposition councilor, described the port’s decision as a “betrayal of the Swedish model,” arguing that a municipally owned entity should not appear to side with one party in an active labor dispute.
“If you want to protect the Swedish model, you shouldn’t get involved in a conflict and help one of the parties. When you as a company do this, it means that you are actually taking a position and making things worse in an already ongoing conflict,” Höckert said.
He added that the party now wants politicians to review and approve future rental agreements involving municipal properties at the port.
The proposal has been sharply criticized by Mathias Andersson of the Sweden Democrats, who chairs the municipal board. In comments to local media, Andersson described the Social Democrats’ approach as “Kim Jong Un-style,” arguing that political leaders should not micromanage a company governed by its own board.
“I believe that the port should be run like any other business,” Andersson said. He also noted that operational decisions fall under the authority of the Port of Trelleborg’s board instead of elected officials.
Elon Musk
Elon Musk’s X sees outage on Monday as users report issues
Monday’s outage follows a similar issue that befell the social media platform in mid-January.
X experienced an outage on Monday morning, with tens of thousands of users reporting that the platform failed to load across both desktop and mobile. The disruption began around 8:02 a.m. ET, as per Downdetector data, and quickly escalated in the U.S. and U.K.
Monday’s outage follows a similar issue that befell the social media platform in mid-January.
Shortly after 8 a.m. ET, Downdetector showed a sharp rise in incident reports. At one point, U.S. complaints exceeded 40,000, while U.K. reports climbed past 6,000. Earlier in the outage, filings had already crossed 11,000 in the U.S. and 3,300 in the U.K., as noted in a TechRadar report. X users in other locations, such as the Philippines and Costa Rica, also reported similar issues.
Users attempting to access X were met with a “something went wrong” message. Feeds did not refresh, posts failed to appear, and both the social media platform’s app and web versions appeared affected by the issue. The outage struck during peak weekday usage, amplifying its visibility across regions worldwide.
X has not issued an official explanation for the latest outage or confirmed what caused the service disruption. The scale of complaints drew comparisons to the platform’s major outage in November 2025, which resulted in users being met with “Internal server error / Error code 500” messages, as well as Cloudflare-related error notices.
The incident also comes just weeks after X experienced a similar downtime in mid-January. That outage seemed more notable, however, with more than 100,000 users reporting issues with the social media platform on Downdetector.
Elon Musk
New details emerge on The Boring Company’s Universal tunnel plans
The materials outline staffing, construction timelines, tunnel configuration, and operational details that were not previously public.
Newly released bidding documents have shed light on how Elon Musk’s Boring Company plans to connect Universal Orlando Resort’s north campus to Universal Epic Universe.
The materials outline staffing, construction timelines, tunnel configuration, and operational details that were not previously public about the planned Loop system.
The Shingle Creek Transit & Utility Community Development District voted Feb. 11 to begin contract negotiations with The Boring Company after ranking it the top bidder for the Universal Orlando transport project. Now, evaluation documents obtained by local news media reveal how the company intends to execute the project, according to Attraction Insight.
The proposal describes a twin-tunnel configuration, with one tunnel in each direction. It also noted that permitting, design, and construction could take roughly a year and a half once approvals are secured. The company indicated it could deploy multiple tunnel boring machines and install temporary support infrastructure, including muck storage pits and stormwater systems, during construction.
Bid documents list eight internal specialists assigned to the project, including tunnel engineers, structural engineers, and tunnel boring machine experts. Six subcontractors would handle fire protection, communications, soil treatment, and concrete work.
The company stated it “has the necessary internally produced tunneling equipment and personnel immediately available to complete this project for the district as quickly as permits and approvals can be obtained.”
Operationally, the system would mirror the company’s Las Vegas Loop model, using Tesla vehicles to provide point-to-point transport rather than fixed-route buses. The proposal frames the concept as “on-demand, express transportation,” with vehicles dispatched as needed and capacity adjustable in real time.
Stations could be built underground or above ground with ramp access into tunnels. The documents also referenced potential future integration of a configurable Robovan for passengers and cargo, though capacity projections for the Orlando tunnels have not yet been disclosed.
The proposal states that the Loop can integrate “easily into environmentally sensitive areas,” but it does not provide detailed mitigation plans for Central Florida’s high water table and limestone geology, which is susceptible to sinkholes. The company has stated that it intends to hire an Orlando-based geotechnical firm to evaluate soil conditions.
Tesla Sweden’s port deal sparks political clash in Trelleborg
Elon Musk’s X sees outage on Monday as users report issues
