Tesla has removed wording about having a “majority-minority” workforce in its latest 10-K filing, following recent statements from CEO Elon Musk opposing Diversity, Equity and Inclusion (DEI) initiatives—and a history of allegations of racial discrimination at the automaker’s factories.
In Tesla’s 10-K filing released on Monday, the automaker has changed some of the wording alluding to DEI measures at the company, instead adding a few new paragraphs at the end. The omitted wording from the prior year’s annual report, which can be found near the end of the Item 1, Business section of Tesla’s 10-K filing last year, reads as follows:
“With a majority-minority workforce, empowering our employee resource groups to take charge in driving initiatives that attract, develop and retain our passionate workforce is vital to our continued success.”
Both this and last year’s filings include the same opening line for the section:
“At Tesla, our employees show up passionate about making a difference in the world and for each other.”
However, instead of the “minority-majority” workforce phrasing included in last year’s filing, the 10-K filed this week includes the following language:
“We remain unwavering in our demand that our factories, offices, stores and service centers are places where our employees feel respected and appreciated. Our policies are designed to promote fairness and respect for everyone. We hire, evaluate and promote employees based on their skills and performance. Everyone is expected to be trustworthy, demonstrate excellence in their performance and collaborate with others. With this in mind, we will not tolerate certain behaviors. These include harassment, retaliation, violence, intimidation and discrimination of any kind on the basis of race, color, religion, national origin, gender, sexual orientation, gender identity, gender expression, age, disability or veteran status.”
The filing goes on to mention Tesla’s anti-harassment training and leadership development programs, encouraging employees to speak up about misconduct by contacting the company integrity line, human resources, and managers, or by submitting concerns through the Take Charge process.
You can see Tesla’s full 10-K filing for the fiscal year 2023 here, along with its 10-K released a year ago for the fiscal year 2022 here. Although the “majority-minority” workplace phrasing has been removed from the 10-K filing, Tesla still says this on its website, adding that underrepresented groups represent 67 percent of the company’s U.S. workforce.
Musk and Tesla have also continually emphasized their opposition to racism in the workplace in response to allegations of discrimination over the years. Musk has instead recently made several statements on X calling DEI initiatives racist, even noting in December that he thinks “DEI must DIE.”
“The point was to end discrimination, not replace it with different discrimination,” Musk added.
“Diversity, Equity and Inclusion” are propaganda words for racism, sexism and other -isms.
This is just as morally wrong as any other racism and sexism. Changing the target class doesn’t make it right!
— Elon Musk (@elonmusk) December 16, 2023
Earlier this month, Musk reiterated his opposition to these programs, saying that “DEI is just another word for racism.”
Discrimination on the basis of race, which DEI does, is literally the definition of racism
— Elon Musk (@elonmusk) January 3, 2024
Musk has also opposed what he terms the “woke mind virus,” which he has criticized several times over the past few years.
Yeah, we have a lot to fix. The Internet is infested with the woke mind virus.
— Elon Musk (@elonmusk) January 11, 2024
Tesla has also faced multiple court cases alleging racial discrimination in the past, each of which the company and Musk have denied.
One such case included the high-profile trial of former contracted elevator operator Owen Diaz, who was denied his appeal by a judge in October for a third re-trial after being awarded $137 million by a jury in 2021. Diaz had worked at Tesla’s factory in Fremont, California, in 2015, and a second jury last April awarded him a $3.2 million verdict after he rejected a lowered settlement of $15 million from the first trial.
In a lawsuit in California in 2022, the Department of Fair Employment and Housing (DFEH) accused Tesla of operating a “racially segregated” workplace at the Fremont factory, to which the automaker responded by denying the claims and filing a formal complaint against the agency.
Earlier this month, Musk paid a visit to the Auschwitz concentration camp, and to a symposium opposing the rise of anti-semitism organized by the European Jewish Association (EJA), after X faced advertising boycotts and heavy criticism when Musk liked and replied to an anti-semitic post in November.
“I’m sorry for that post. It was foolish of me,” Musk said in an interview following the incident. “Of my 30,000 posts, it might literally be the worst and dumbest post I’ve ever done. I think over time it’ll be obvious that I’m far from anti-semitic.”
Tesla accused of race-based discrimination, retaliation by former HR manager
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.