Lifestyle
Should Tesla have ended its Referral Program?
Tesla’s long-running and generous referral program came to an end on February 2, with CEO Elon Musk citing too much cost to the company’s vehicles, especially the Model 3. The system that rewarded so many with so much was finally concluded, but should it have been?
Teslanomics host and Tesla owner-enthusiast Ben Sullins noted in a recent video that the electric carmaker maybe – just maybe – made the wrong decision when it retired its referral program. Tesla’s referral program actually compares favorably to initiatives of other carmakers like General Motors when it comes to return of investment, notes Ben in his analysis. Case in point: GM spent around $3.24 billion in advertising in 2017 versus its auto revenue of $146 billion during the year. This translates to a 45x ROI, meaning that for every dollar the automaker spent on advertising, GM got $45 in revenue.
Tesla, on the other hand, has not released the actual costs of the referral program, but considering the price of the approximately 160 free next-gen Roadsters that Tesla will give out, the Teslanomics host estimates the program to have cost Tesla around $32 million, at least considering the costs associated with the program’s most prolific prize. Compared with the $17.63 billion in auto revenue that Tesla reported for 2018 in its recent Update Letter, the company’s $32 million cost for the free Roadsters actually gives a healthy 550x ROI. This means that for every dollar Tesla spent on the referral program’s largest prize, the company received $550 back in return.
Ben also noted that among automakers in the United States, Tesla is among the ones with the least advertising spending per vehicle sold, at just around $106. This is lower than Porsche’s $161 advertising spending per car, and far below Volkswagen’s $1,211 spending per vehicle sold.
Ultimately, the Tesla owner-enthusiast concluded that it would probably be best for the electric car maker to bring back its referral program, though in a more balanced form. This would actually be a pretty good idea, considering that the story of Tesla’s referral system is a classic tale of a good idea that eventually became unsustainable in the face of growth. A great way to illustrate this would probably be a poll that Teslarati ran after Elon Musk’s announcement last month. Based on the results of our poll, the majority of voters were actually on board with the referral program’s retirement.
Tesla’s Referral Program is coming to an end …
— TESLARATI (@Teslarati) January 19, 2019
It should be noted that Ben and other social media influencers have helped spearhead tremendous word-of-mouth sales for Tesla, while also leveraging their following as a way to gain the necessary referrals to win the upcoming supercar. Some twice. Apart from this, the Teslanomics host’s computations for the rewards system only includes the price of the Roadster and doesn’t take into account other factors connected to the program, such as logistics, developments costs, and other time value costs involved in the production and fulfillment of prizes.
It would be easy to point fingers at who or what is really responsible for the end of Tesla’s generous referral program. It could be influencers who utilized their platforms of choice to refer dozens or even hundreds of new customers. It could also be the Model 3 owners, whose lower-margin vehicles practically flooded the system, rendering it unsustainable. Overall, the fall of the referral program is simply due to Tesla’s inability to balance its rewards system. Perhaps capping the prizes at a point (stopping at one Roadster would have been a great idea, or giving lower-tier prizes for lower-margin vehicles) would have solved the issue. Nevertheless, it would be up to Tesla now if it decides to roll out a similar, more balanced program in the near future.
Watch Ben Sullins’ take on the retirement of Tesla’s referral program in the video below.
Elon Musk
Tesla Optimus Gen 3 is coming to the Tesla Diner with new ambitions
Tesla’s Optimus robot left the Hollywood Diner within months of opening. Now Musk is planning its return with a bigger role and a major Gen 3 upgrade underway.
Tesla’s Optimus robot was one of the most talked-about features when the Tesla Diner opened on Santa Monica Boulevard in Hollywood on July 21, 2025. Dubbed “Poptimus” by Tesla fans, the Gen 2 robot stood upstairs at the retro-futuristic, drive-in theater and Tesla Supercharging station, scooping popcorn into bags and handing them to guests with a wave.
The diner itself had been years in the making. Elon Musk first floated the idea in 2018 with a tweet about building an “old-school drive-in, roller skates & rock restaurant” at a Hollywood Supercharger. What eventually opened was a unique two-story neon-lit space, with 80 EV charging stalls, and Optimus serving as a live demonstration of where Tesla’s ambitions were headed.
If our retro-futuristic diner turns out well, which I think it will, @Tesla will establish these in major cities around the world, as well as at Supercharger sites on long distance routes.
An island of good food, good vibes & entertainment, all while Supercharging! https://t.co/zmbv6GfqKf
— Elon Musk (@elonmusk) July 21, 2025
But Optimus did not stay long, and was gone by December 2025.
Now, the robot is set to return with a more demanding job. Musk has ambitions for Optimus to take on a food runner role in 2026, delivering meals directly to cars at the Supercharger stalls. While the latest Gen 3 Optimus is likely to initially take on its previous popcorn-serving role, it wouldn’t be out of the question for Optimus to see a quick promotion. With improved hand dexterity that features 50 total actuators and 22 degrees of freedom per hand, and significantly more powerful processing through Tesla’s latest AI5 chip that includes Grok-powered voice interaction, Musk described Optimus at the Abundance Summit on March 12, 2026, as “by far the most advanced robot in the world, Nothing’s even close.”
Back to work
See you at Tesla Diner tomorrow pic.twitter.com/H3tTajrUbu
— Tesla Optimus (@Tesla_Optimus) March 30, 2026
That confidence is backed by a major manufacturing shift. At the Q4 2025 earnings call in January, Musk announced Tesla would discontinue the Model S and Model X and convert those Fremont production lines to build Optimus. “It’s time to basically bring the Model S and X programs to an end,” he said, calling for a pivot that reflects where the Tesla’s future lies.
Elon Musk
The Boring Company clears final Nashville hurdle: Music City loop is full speed ahead
The Boring Company has cleared its final Nashville hurdles, putting the Music City Loop on track for 2026.
The Boring Company has cleared one of its most significant regulatory milestones yet, securing a key easement from the Music City Center in Nashville just days ago, the latest in a series of approvals that have pushed the Music City Loop project firmly into construction reality.
On March 24, 2026, the Convention Center Authority voted to grant The Boring Company access to an easement along the west side of the Music City Center property, allowing tunneling beneath the privately owned venue. The move follows a unanimous 7-0 vote by the Metro Nashville Airport Authority on February 18, and a joint state and federal approval from the Tennessee Department of Transportation and the Federal Highway Administration on February 25. Together, these green lights have cleared the path for a roughly 10-mile underground tunnel connecting downtown Nashville to Nashville International Airport, with potential extensions into midtown along West End Avenue.
Music City Loop could highlight The Boring Company’s real disruption
Nashville was selected by The Boring Company largely because of its rapid population growth and the strain that growth has placed on surface infrastructure. Traffic has become a persistent problem for residents, convention visitors, and airport travelers alike. The Music City Loop promises an approximately 8-minute underground transit time between downtown and the Nashville International Airport (BNA), removing thousands of vehicles from surface roads daily while operating as a fully electric, zero-emissions system at no cost to taxpayers.
The project fits squarely within a broader vision Musk has championed for years. In responding to a breakdown of the Loop’s construction costs, Musk posted on X: “Tunnels are so underrated.” The comment reflected a longstanding belief that underground transit represents one of the most cost-effective and scalable infrastructure solutions available. The Boring Company has claimed it can build 13 miles of twin tunnels in Nashville for between $240 million and $300 million total, a fraction of what comparable projects cost elsewhere in the country.

Image Credit: The Boring Company/Twitter
The Las Vegas Loop, The Boring Company’s first operational system, has served as a proof of concept. During the CONEXPO trade show in March 2026, the Vegas Loop transported approximately 82,000 passengers over five days at the Las Vegas Convention Center, demonstrating the system’s capacity during large-scale events. Nashville draws millions of convention visitors and tourists each year, and local business leaders have pointed to that same capacity as a major draw for supporting the project.
The Music City Loop was first announced in July 2025. Construction began within hours of the February 25 state approval, with The Boring Company’s Prufrock tunneling machine already in the ground the same evening. The first operational segment is targeted for late 2026, with the full route expected to be complete by 2029. The project represents one of the largest privately funded infrastructure efforts currently underway in the United States.
Elon Musk
Elon Musk’s $10 Trillion robot: Inside Tesla’s push to mass produce Optimus
Tesla’s surging Optimus job listings reveal a company sprinting from prototype to one million robot production.
Tesla is accelerating its push to bring the Optimus humanoid robot to high volume production, and its recent job listings tells the story as clearly as any earnings call.
With well over 100 Optimus related job openings now posted across its U.S. facilities, Tesla is signaling a critical pivot for the program, moving it from a captivating tech demo to a serious manufacturing endeavor. Roles span the full spectrum of the product lifecycle, from Robotics Software Engineers and Manufacturing Engineers to Mechanical Integration Engineers and AI Engineers focused on world modeling and video generation. One active listing for a Software Engineer on the Optimus team asks candidates to build scalable and reliable data pipelines for Optimus manufacturing lines and develop automation tools that accelerate analysis and visualization for mass manufacturing.
Tesla is racing toward a one million unit annual production target. The clearest signal yet that Tesla is treating Optimus as its primary business came on January 28, 2026, during the company’s Q4 2025 earnings call. Musk announced that Tesla is ending production of the Model S and Model X, and will repurpose those lines at its Fremont, California factory to build Optimus humanoid robots.
A production intent prototype of Optimus Version 3 is planned to be ready in early 2026, after which Tesla intends to build a one million unit production line with a targeted production start by the end of 2026. To support that ramp, Tesla broke ground on a massive new Optimus manufacturing facility at Gigafactory Texas in late 2025, with ambitions to eventually reach 10 million units per year.
Tesla Giga Texas to feature massive Optimus V4 production line
The business case for scaling this aggressively is rooted in labor economics. Musk has stated that “Optimus has the potential to be the biggest product of all time,” reasoning that if Tesla can produce capable humanoid robots at scale and reasonable cost, every task currently performed by human labor becomes a potential application. In a separate statement, Musk framed Optimus’s long term importance even more bluntly, saying it could surpass Tesla’s vehicle business in scale with the potential to generate $10 trillion in revenue.
The industries Tesla is targeting first are those most burdened by repetitive physical labor. Early applications include manufacturing assembly, material handling and quality inspection, as well as logistics tasks like loading, unloading, sorting, and transporting goods in warehouses and distribution centers. Longer term, Tesla’s vision is for Optimus to penetrate household, medical, and logistics scenarios at the scale of a smartphone rollout.