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Tesla Model S Breaks 25,000 Unit Barrier

In just over a year, Tesla Motors has become the single most talked-about brand in the world, and all the talk about Tesla has no doubt helped sales of the Model S. Even though the California company doesn’t release sales numbers, global sales reports…

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Over 2 in 5 Tesla owners experienced intentional damage to their vehicle: study

The majority of Tesla owners who participated in the study were still willing to recommend the company’s vehicles to their friends.

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Credit: Tesla Cybertruck/X

A study from insurance agency Guardian Service has suggested that a notable number of Tesla owners in the United States have experienced intentional damage to their vehicles. 

Despite this, the majority of Tesla owners who participated in the study were still willing to recommend the company’s vehicles to their friends.

The Study

The insurance agency’s study was conducted in April 2025. As per Guardian Service, the study was aimed at determining how vandalism and targeted hostility, among other factors, are reshaping the EV ownership experience in the United States.

A total of 508 Tesla owners participated in the study. The generational breakdown of respondents was 28% Gen Z, 31% Milennials, and 31% Gen X and Baby Boomers combined.

Intentional Attacks

Reports of intentional damage were widespread among the study’s respondents, with 44% of the study’s participants stating that their vehicle had been keyed, slashed, or otherwise vandalized. Average repair costs for vehicles that experienced intentional damage were almost $1,900.

A total of 43% of the study’s respondents also stated that they had received rude gestures and negative comments from strangers while they were driving their Teslas. A total of 72% of the study’s respondents also believed that they were more likely to be targeted for vandalism compared to other drivers. This may be part of the reason why 66% also stated that they feel anxious leaving their Teslas unattended.

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Still Recommended, But Some Are Second-Guessing

Despite their concerns about vandalism, the majority of Tesla owners still seem to be happy with their vehicles. While 19% of the study’s respondents stated that they regretted their Tesla purchase, and while 34% stated that they were considering selling or trading in their Tesla within the next year, 66% of the study’s respondents stated that they were still likely to recommend Tesla to a friend.

The Tesla owners who participated in the study seem more cautious than before, however, with 37% stating that they are now avoiding posting content about their Teslas on social media out of fear of backlash or judgment.

Guardian Service’s full findings of its study can be accessed here.

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Tesla Optimus units line up in Fremont’s pilot production line

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(Credit: Tesla)

A first glance at the Tesla Optimus pilot production line was shared by the company during its Q1 2025 Update letter. Tesla noted that its Optimus production timeline remains intact with the company aiming to produce its first humanoid robots capable of useful work soon.

Tesla’s Optimus pilot production line is in the Fremont factory, a fitting place for the company to start any project. Tesla hopes for a wider deployment of the Optimus bots across its factories by the end of the year.

“And we’ve got Optimus. We’re making good progress in Optimus. We expect to have thousands of Optimus robots working in Tesla factories by the end of this year. And we expect to scale Optimus up faster than any product, I think, in history to get to millions of units per year as soon as possible. I feel confident in getting to a million units per year in less than five years, maybe four years,” shared Elon Musk during TSLA’s first quarter earnings call.

Musk later noted that Tesla’s Optimus production is still “very much a development program.” He clarified that Tesla will not jump right into large-volume production. Instead, Tesla will focus on producing a few thousand Optimus bots with most of the production taking place at the tail end of the year.

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“So, almost everything in Optimus is new. There’s not an existing supply chain for the motors, gearboxes, electronics, actuators, really almost anything in the Optimus apart from the the AI for Tesla, the Tesla AI computer, which is the same as one in the car. So when you have a new complex manufactured product, it’ll move as fast as the slowest and least lucky component in the entire thing,” elaborated Musk.

Tesla is working with China to get a license to use rare earth magnets for Optimus. Earlier this month, China’s Ministry of Commerce imposed restrictions on the export of rare earth elements and magnets, responding to U.S. President Trump’s tariffs on Chinese products.

“So we’re working through that with China. Hopefully, we’ll get a license to use the rare earth magnets. China wants some assurances that these are not used for military purposes, which, obviously, they’re not. They’re just going into a humanoid robot. So that’s not a weapon system,” Musk explained.

Musk shared that actuators in Optimus arms use permanent magnets. He stated that Tesla did not need to use permanent magnets.

“Now Tesla as a whole does not need to use permanent magnets, but when something is volume constrained, like an arm of the robot, then you wanna try to make the motors as small as possible. And then so we did the design in permanent magnets for those motors, and those were affected by the supply chain,” the Tesla CEO commented.

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Tesla provides details on the impact of Trump’s auto tariff

With 85% of its U.S. lineup USMCA-compliant and localized supply chains, Elon Musk says Tesla is “least affected” by Trump’s auto tariffs.

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(Credit: Tesla)

During Tesla’s (NASDAQ:TSLA) Q1 2025 earnings call, Elon Musk the company’s Chief Financial Officer (CFO) provided details about President Trump’s auto tariffs and how they impact the company.

Elon Musk and other Tesla executives acknowledged that the company would face a few challenges resulting from President Trump’s auto tariffs. However, they also emphasized that Tesla is prepared for any tariff-caused headwinds.

Supply chain disruption is one of the challenges American automakers face due to Trump’s auto tariffs. With regards to supply chain, Musk stated that Tesla has been working to localize its supply chain for years–even prior to Trump’s second presidency. As a result, Tesla is able to mitigate some supply chain risks.

“And so we are, I think, the least affected car company with respect to tariffs, at least in most respects. I mean, it remains to be seen. Now, tariffs are still tough on a company when margins are still low, but we do have localized supply chains in North America, Europe, and China. So that puts us in a stronger position than any of our competitors,” Elon Musk stated.

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Tesla CFO Vaibhav Taneja offered more details about the company’s region-based approach to its supply chain, specifically in North America. Taneja noted that the Tesla Model Y has been rated the most American-made model by Car.com three years in a row, showing that Tesla has already started localizing its supply chains.

“This is in part is [from] all the work which the team has been doing over the years. And to the extent that today, you know, if you look at our vehicle lineup in [the] US, we’re about approximately on a weighted average basis, 85% USMCA compliant,” said Taneja, referring to the US-Mexico-Canada Agreement.

However, Taneja also noted that Trump’s auto tariffs coming in May will impact Tesla because it will affect trade with Canada and Mexico. Next month, Trump plans to impose 25% tariffs on auto parts imported into the United States. The Tesla CFO shared that Canada and Mexico are part of the company’s regionalization strategy. As a result, the Trump auto tariffs in May will impact Tesla’s profitability.

Wedbush analyst Dan Ives noted that Tesla is best positioned to take on Trump’s tariffs on auto parts. The analyst listed Tesla’s localization strategy and Musk’s work with President Trump as reasons the electric vehicle maker may have an edge over the Detroit Big Three when facing auto tariffs.

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