

News
Tesla is showing that rapid supply chain sustainability improvements are feasible: study
Tesla has made significant strides in improving its supply chain sustainability and human rights practices, as per a new study by environmental group Lead the Charge. This was highlighted by the fact that the electric vehicle giant jumped from ninth to third place in the group’s annual Auto Supply Chain Leaderboard and Report.
Lead the Charge’s Auto Supply Chain Leaderboard and Report analyzes publicly available data from 18 of the industry’s leading automotive manufacturers. The study also provides rankings of automakers’ efforts to eliminate emissions, environmental harms, and human rights violations from their supply chains. In a press release, Lead the Charge noted that its study comes at a crucial time as industry experts are calling for automakers to foster a cleaner supply chain.
Tesla is among the automakers that stood out in Lead the Charge’s study. As per the environmental group, Tesla achieved the largest score increase among its peers in the study, with the company jumping from ninth to third place. Tesla was also the only company to make improvements across all eight of the study’s indicator categories.
As per Lead the Charge’s 2024 Auto Supply Chain Leaderboard:
“Tesla was the big improver of the year. The EV manufacturer increased its Leaderboard performance by 21 percentage points, moving Tesla’s ranking from ninth last year into the top three this year. Tesla’s improvements demonstrate what other automakers can achieve with more dedicated effort. Tesla improved across all eight subsections of the Leaderboard — the only automaker to do so — with changes most noticeable in the fossil-free and environmentally sustainable supply chains section (up 20 percentage points and boosted a further 20% due to Tesla’s positive climate lobbying record).

“A significant factor in this was Tesla going from the minority of automakers not disclosing its scope 3 supply chain emissions at all last year to becoming the only company to disclose disaggregated supply chain emissions by steel, aluminum and battery production this year. The company also made important improvements within the responsible transition mineral sourcing subsection (up 29 percentage points).
“In addition, Tesla has a revised requirement on Indigenous Peoples’ right to Free, Prior and Informed Consent (FPIC) in its responsible sourcing policy, and now discloses specific, albeit insufficient, information on the risks to Indigenous Peoples’ rights that it has identified through its broader human rights due diligence assessment of human rights risks in its supply chain.”
Lead the Charge’s 2024 Auto Supply Chain Leaderboard and Report can be viewed below.
2024LTC Report V11 by Simon Alvarez on Scribd
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News
Tesla has best month ever in Turkey with drastic spike in sales
Tesla managed to sell 8,730 Model Y vehicles in Turkey, outpacing almost every competitor by a substantial margin. Only one brand sold better than Tesla in August in Turkey, and it was Renault.

Tesla had its best monthly performance ever in Turkey in August, thanks to a drastic spike in sales.
Tesla saw an 86 percent bump in sales of the new Model Y in Turkey in August compared to July, dominating the market.
The performance was one of Tesla’s best in the market, and the company’s sales for the month accounted for half of all EV sales in Turkey for August, as it dominated and led BYD, which was the second-best-selling brand with just 1,639 units sold.
Tesla managed to sell 8,730 Model Y vehicles in Turkey, outpacing almost every competitor by a substantial margin. Only one brand sold better than Tesla in August in Turkey, and it was Renault.
Turkey reported 8,730 Tesla sales and 10.6% market share in August. BEV penetration is 21.3% and Tesla has 49.9% of this segment. 🇹🇷
• Market share is 558 basis points or 111% above the 3-month trailing average of 5.0%
• Tesla second best-selling brand
• Model Y best-selling… pic.twitter.com/qLhX7VQWXp— Roland Pircher (@piloly) September 2, 2025
Electric vehicles are, in some ways, more desirable than their gas counterparts in Turkey for several reasons. Most of the reasoning is financial.
First, EVs are subject to a lower Special Consumption Tax in Turkey. EVs can range from 25 percent to up to 170 percent, but this is less than the 70 to 220 percent rate that gas-powered vehicles can face. The tax is dependent on engine size.
Additionally, EVs are exempt from the annual Motor Vehicle Tax for the first ten years, providing consumers with a long-term ownership advantage. There are also credits that can amount to $30,000 in breaks, which makes them more accessible and brings down the cost of ownership.
Let’s not forget the other advantages that are felt regardless of country: cheaper fuel costs, reduced maintenance, and improved performance.
The base Model Y is the only configuration available in Turkey currently.
News
Tesla is upgrading airbag safety through a crazy software update
“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash.”

Tesla is upgrading airbag safety through a crazy software update, which will utilize the company’s vision-first approach to enable better protection in the event of an accident.
Over the years, Tesla has gained an incredible reputation for prioritizing safety in its vehicles, with crash test ratings at the forefront of its engineers’ minds.
This has led to Tesla gaining numerous five-star safety ratings and awards related to safety. It is not just a statistical thing, either. In the real world, we’ve seen Teslas demonstrate some impressive examples of crash safety.
Everything from that glass roof not caving in when a tree falls on it to a Model Y surviving a drive off a cliff has been recorded.
However, Tesla is always looking to improve safety, and unlike most companies, it does not need a physical hardware update to do so. It can enhance features such as crash response and airbag performance through Over-the-Air software updates, which download automatically to the vehicle.
In Tesla’s 2025.32 Software Update, the company is rolling out a Frontal Airbag System Enhancement, which aims to use Tesla Vision, the company’s camera-based approach to self-driving, to keep occupants safe.
The release notes state (via NotaTeslaApp):
“This upgrade builds upon your vehicle’s superior crash protection by now using Tesla Vision to help offer some of the most cutting-edge airbag performance in the event of a frontal crash. Building on top of regulatory and industry crash testing, this release enables front airbags to begin to inflate and restrain occupants earlier, in a way that only Tesla’s integrated systems are capable of doing, making your car safer over time.”
The use of cameras to predict a better time to restrain occupants with seatbelts and inflate airbags prior to a collision is a fantastic way to prevent injuries and limit harm done to those in the vehicle.
The feature is currently limited to the Model Y.
Elon Musk
Elon Musk says this Tesla project will make up vast majority of company value
“~80% of Tesla’s value will be Optimus,” Musk said.

Tesla CEO Elon Musk has not shied away from the idea that the company’s value is not reliant on its performance as an automaker.
That idea is even more prudent in today’s landscape than ever, especially as Tesla leans more on its prowess as an AI, autonomy, and robotics company rather than one that just makes electric cars.
Musk solidified that point on Monday, as he revealed that he believes the vast majority of Tesla’s valuation will rely on a project that the company has been developing for several years.
The CEO has long discussed how robotics will revolutionize the labor landscape in factories, households, and other workplaces.
He believes Optimus, as it is rolled out in the coming years, will truly take over as the main contributor to Tesla’s valuation, being worth about 80 percent of the company’s total market cap:
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
This is a point Musk has previously discussed, but he has never listed a specific number in terms of what Optimus could mean to Tesla. In the past, he’s mentioned Optimus’s ability to generate long-term revenue potential, its value to the company, and its impact on the market overall.
Musk has said Optimus has the potential to be worth over $10 trillion in revenue:
“It’s one of those things where I think long term, Optimus will be — Optimus has the potential to be north of $10 trillion in revenue, like it’s really bananas. So, that, you can obviously afford a lot of training compute in that situation. In fact, even $500 billion training compute in that situation would be quite a good deal.”
Optimus has been a main point of discussion amongst analysts who cover the company. Piper Sandler recently released a note that said “Optimus should be moving/staging parts within Tesla’s facilities” by this time next year.
Analysts also said that Optimus could be a major benefit for companies to bring in to handle tedious tasks in manufacturing settings. If it is able to work 18-hour shifts, the firm believes Tesla could price it at $100,000 per unit.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
Other firms, like Morgan Stanley, have said Tesla could replace its own staff by 10 percent with Optimus, saving the company $2.5 billion.
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