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Tesla stores continue to face anti-Musk protests

Scenes from a protest outside of Tesla’s store in Loveland, Colorado.

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Tesla stores have been the target of widespread protests and vandalism in recent weeks, after Elon Musk made a controversial gesture in January, and as he and the Trump administration’s newly created government efficiency division continues to gut federal agencies.

On Saturday, I went to the Tesla store in Loveland, Colorado, where demonstrators were already protesting upon my arrival at roughly 12:45 p.m. MT.  Walking up to the protest, I could see scattered groups of demonstrators lined up along about two blocks, spanning from the Tesla store to a nearby intersection and Sprouts location. One protestor said he had counted about 230 people at around 1:00 p.m. MT.

The protest felt generally peaceful, with cars driving by and honking, and demonstrators leaving a large space between the front of the Tesla store and the sidewalk, easily allowing workers and customers to go in and out.

You can see a few videos and photos from the site below, along with some of the responses I got from protestors and a prospective customer.

READ MORE ON TESLA PROTESTS AND VANDALISM:

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I spoke to about a dozen protestors about what they were protesting against. Most said they were there to condemn Musk’s recent federal worker and program cuts with the Trump administration, his performance of what some said resembled a Nazi salute at Trump’s inauguration ceremony in January, or the administration’s recent attacks against transgender and queer individuals.

One protestor, Elsa, identified as a former Republican and said she was “highly concerned that our Constitution is being ignored,” especially with regards to the three branches of government and the system of checks and balances.

“It surprises me that, even if you voted for Trump, or you believe in capitalism, which, I didn’t vote for Trump, but I do believe in capitalism — I’m a former Republican, I was a Republican for most of my life — but it’s dangerous to have power rest in a handful of ultra-wealthy people,” Elsa said.

“And our whole country needs to realize that,” she adds. “This to me is not even Republican or Democrat at this point.”

Instead, she says it now comes down to whether people want to give billionaires huge tax breaks, or to use that money to support a range of groups in the U.S., including those who have social security benefits, are veterans, or are 9/11 survivors seeking cancer treatments, as a few examples.

Another protestor, Mary, said she was taking part in the demonstration “because she loves this country and democracy,” adding that she wanted to help preserve democracy for her grandchildren.

Still another protestor, Bryan, said that they were protesting because of the Trump administration and Musk’s attempts to erase transgender, non-binary, and queer people from history, drawing comparisons to the rise of fascism in Nazi Germany, where early human rights violations were lodged against gay and queer communities.

“I’m here because I have to be,” Bryan said. “I’m afraid of the future.”

Yet another person and his family were holding Ukraine flags, saying that they were protesting for a wide range of reasons, but especially for Trump’s recent meeting with Ukraine President Volodymyr Zelenskyy and Musk’s claims that the top Ukrainian executive was to blame for what he has called a “forever war.”

While most protestors appeared to be generally friendly, especially with each other, I did hear a few exchanges between demonstrators and those with other opinions. While I heard more cars honking throughout the experience, seemingly in support of the protests, I also noticed a few from which passengers yelled things like “Go Trump.”

“Direct action, we need to stop these fascists with direct action,” one protestor yelled in response.

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Additionally, I also talked to a prospective customer, Kristy, who was there for a test drive and said she had a negative experience with the protestors.

“I was test driving a Tesla, and as we pulled in and parked right here, this black one, these people right here in the middle yelled at me, ‘Hope you’re turning in your f*cking Nazi car,’ and I said ‘F*ck you,’” Kristy explained.

“And they’re like ‘F*ck you too, you’re a Nazi, f*cking Nazi lovers.’ And so, they’re just yelling racial slurs at me, and I’m far from a Nazi.”

Tesla store advisers declined to comment on the protests, and so did Loveland police.

Other Saturday protest footage from Tesla stores in California, Texas, and New York

The Loveland Tesla store has also been the site of repeated attacks in recent weeks, with authorities on Friday making a second arrest following multiple incidents. You can see the Department’s press release for the arrest below.

The protest was also part of widespread demonstrations on Saturday, and it’s just the latest in actions targeting Musk’s electric vehicle (EV) company, some of which have included acts of vandalism, graffiti, arson, and even the use of weapons on Tesla storefronts.

Multiple other protests were also captured in footage on Saturday, including one in Santa Rosa, California, as shared by the San Francisco Chronicle, and another attended by conspiracy theorist Alex Jones in Austin, Texas. Still another was captured in New York City, and you can see footage from each of these protests below.

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Tesla vandalism cases under investigation by FBI Seattle

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

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Credit: Tesla

Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.

The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.

However, the time is coming.

During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:

Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.

Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.

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Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.

In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.

With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.

Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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Tesla brings closure to flagship ‘sentimental’ models, Musk confirms

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tesla model s model x
(Credit: Tesla)

Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”

The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.

However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.

On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:

“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”

Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.

Tesla Fremont Factory celebrates 15 years of electric vehicle production

Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.

Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.

Musk said back in 2019:

“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”

That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.

Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.

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