

News
Tesla ‘Model 2,’ mobile phone, and Tom Zhu ‘2nd-in-command’ rumors debunked by China exec
Tesla doesn’t have a PR team, and even on the off chance that the company responds to a media outlet, its responses tend to be short and succinct. This came to a head last month when rumors about a production shutdown in Giga Shanghai during December’s last week due to weakening demand were reported by several mainstream news media outlets. In response to the wave of reports, Tesla China simply commented that the reports were “untrue.”
As it turned out, what Tesla China really meant was that the reports were not entirely accurate. Giga Shanghai was indeed pausing its production in the last week of December, but it would be due to maintenance for the plant’s lines, not a demand issue. While one could argue that Tesla China’s response could have been better — and it definitely could have been better — it was already far more of a response than what Tesla typically puts out.
Tesla China Exec Interview
In the United States, Tesla usually doesn’t even issue official responses. Elon Musk posts about Tesla frequently and he clarifies issues on Twitter, but outside of that, there is very little that the company does to respond to rumors or reports. This was why it was quite a welcome development when Tesla VP Grace Tao had an interview with Chinese media. In it, she discussed a number of pertinent topics, such as Tesla’s vehicle pricing strategy in China, as well as some rumors surrounding the company.
Rumors about Tesla are abounding, and among the most notable are arguably the “Model 2,” the vehicle believed to be the cheaper successor to the Model 3 and Model Y; the “Pi Phone,” a mobile phone that’s been spamming a number of YouTube channels for some time now; and the promotion of Tesla China’s Tom Zhu as “second-in-command” in the company. Grace Tao’s response was quick and direct, and she noted that the “rumors are not true.”
Now, if you could see a parallel between the denial that the VP recently gave to Tesla China’s response to last month’s reports of Giga Shanghai’s shutdown, you are not alone. With this in mind — and if one could speculate to a point — then perhaps Tao’s denial could also be read as the rumors not being entirely accurate. Emphasis on the “entirely.”
Model 2, Mobile Phone, and Tom Zhu
Tesla, for one, has been working on a smaller vehicle platform for some time now. Elon Musk has been pretty dismissive of the vehicle for some time, favoring a dedicated, futuristic Robotaxi with no steering wheels instead, but he has shared some details about the upcoming car in the past. Musk has, for example, noted that Tesla’s affordable car would exceed the Model 3 and Model Y’s production output. Its platform would also be roughly the cost of the Model 3 and Model Y’s. It’s undeniable that Tesla is working on an affordable car, so the VP’s recent denial can also simply mean that the “not true” part of the rumor was the speculated name of the EV, “Model 2.”
As for the Tesla “Pi Phone,” Elon Musk has noted in the past that he is not closed to the idea of making a mobile phone if Apple or Google end up blocking Twitter, but that’s about it. Unlike what’s suggested in spam videos on YouTube, the “Tesla Phone” is simply a fun idea, nothing more. Tom Zhu’s promotion has not been confirmed by Tesla, but signs are pointing to the executive taking a larger role in the company. That being said, Zhu’s position does not necessarily have to be “second-in-command” to Elon Musk. His position, if speculations do prove accurate, could simply be created to accurately describe his larger responsibilities in the company.
Tesla VP Grace Tao’s interview with local Chinese media can be viewed here.
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News
Tesla Superchargers open to Lucid Air, but not without one key thing
Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.

Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.
Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.
Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk
All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.
Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.
Emad Dlala, Senior VP of Powertrain at Lucid, said:
“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”
Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.
As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.
Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.
Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:
- Ford
- Rivian
- General Motors (Chevrolet, GMC, Cadillac)
- Volvo
- Polestar
- Nissan
- Mercedes-Benz
- Hyundai
- Kia
- Genesis
- Honda
- Acura
- Aptera
Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
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