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Elon Musk rallies Tesla staff towards ‘break-even’ goal in final end of quarter sprint

(Credit: Ray4Tesla/Twitter)

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Tesla CEO Elon Musk is rallying staff towards a “break even” goal in a final sprint to close out the second quarter and the first half of 2020 on a strong note. In a leaked email sent to Tesla employees on Monday, Musk urged Tesla staff to build and deliver as many vehicles as possible, stating that each vehicle manufactured and handed over to customers makes a difference. 

Reuters was able to get access to the emailed message on Monday. “Breaking even is looking super tight. Really makes a difference for every car you build and deliver. Please go all out to ensure victory!” Musk wrote. 

The call for all hands to come together comes amid optimistic sentiments from firms such as Deutsche Bank and Credit Suisse, both of whom have posted notes that reference possible strong second quarter deliveries. In a note last week, Deutsche Bank analyst Emmanuel Rosner, noted that Tesla’s Q2 production could be in the mid 70k range, ahead of the buy-side consensus then, which stood in the mid-60s. 

Surprisingly, Credit Suisse, a firm that has been traditionally bearish on TSLA stock, recently posted a note stating that deliveries could go as high as 90-100k. This estimate is far above the expectations of even the company’s most ardent bulls, especially considering the fact that Tesla’s Fremont Factory had been closed for seven weeks in the second quarter. 

Amidst Elon Musk’s call to action, images and videos of Tesla delivery centers bursting at the seams have been posted by the EV community online. Across the United States and in China, where Tesla’s Gigafactory Shanghai is ramping the production of the locally-made Model 3, delivery centers are filling up with vehicles ready to be handed over to customers. 

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Tesla’s all-electric Semi truck was even spotted making deliveries of Model 3 and Model Y units. In a recent sighting, the Semi was spotted taking a stop at the Rocklin Supercharger, Model Y and Model 3 in tow. Based on pictures taken of the vehicle, the Semi was charging its batteries by hooking up to two Supercharger stalls

This is quite interesting, especially considering that the Semi’s prototypes that were spotted following its 2017 unveiling were sighted being hooked up to four or even five Supercharger stalls at a time. This seems to bode well for Tesla’s battery tech, whose newest iterations are expected to be discussed in depth at the company’s upcoming Battery Day event this September. 

For now, Tesla is firing on all cylinders in a final sprint towards the end of the second quarter. Coronavirus outbreak aside, Tesla’s second quarter seems poised to be one of the company’s most important quarters yet, particularly as its results could very well determine if Tesla could qualify for the S&P 500, one of the most notable indexes in the market. 

https://twitter.com/sacramentotesla/status/1277749654281576450?s=12

Disclosure: I have no ownership in shares of TSLA and have no plans to initiate any positions within 72 hours.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla’s biggest rivals fights charging wait times with a modern approach

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Tesla V4 Supercharger installation ramping in Europe

Earlier this week, we wrote a story on how Tesla is launching a new Supercharging Queue system to mitigate problems between drivers when there is a wait to charge.

Rather than potentially having people end up in a physical conflict, Tesla’s approach is to determine who is next to charge based on geographic data.

Tesla launches solution to end Supercharger fights once and for all

But some companies, notably Tesla’s biggest rival in China, BYD, are taking a different approach, focusing on charging speeds rather than how they will manage delays.

BYD’s approach, especially with its tests of ultra-fast “Flash Charging” technology, is to eliminate the length of a charging session. At the heart of this strategy is BYD’s second-generation Blade Battery paired with 1,500-kW Flash Chargers.

Unveiled earlier this year, the system charges compatible vehicles from 10 percent to 70 percent state of charge in just five minutes and from 10 percent to 97 percent in nine minutes.

Real-world demonstrations on models like the Yangwang U7 and Denza Z9 GT have shown the tech delivering roughly 250 miles (400 kilometers) of range in just five minutes. This would essentially match or beat the time it takes to fill a gas tank.

Sometimes, gas pumps get congested, and there are lines. You rarely see conflicts at pumps because filling up a tank rarely takes more than five minutes.

Tesla’s fastest Supercharger build currently is the v4, which can deliver up to 325 kW for Cybertruck and 250 kW for other models, but there are “true” sites that are capable of up to 500 kW. This enables speeds of up to 1,000 miles per hour, or 1,400 miles for 350 kW-capable vehicles.

The breakthrough stems from BYD’s vertically integrated ecosystem: a new 1,000-volt architecture, 10C charging rates, and proprietary silicon-carbide chips that minimize internal resistance while protecting battery health.

The company plans to install 20,000 Flash Charging stations across China by the end of 2026, with thousands already operational and global expansion eyed for Europe and beyond later this year.

Early rollout targets popular models, including upgrades to high-volume sellers like the Seal and Sealion series, bringing five-minute charging to mainstream prices around 100,000 yuan (about $14,000).

This approach contrasts sharply with Tesla’s software solution. Tesla’s Virtual Queue uses geofencing and the app to assign turns at crowded sites, addressing driver disputes and idle time. It’s a clever fix for today’s network realities.

Yet, BYD’s philosophy is simpler: make charging so fast that waits barely exist. A five-minute stop becomes as convenient as a gas-station visit, reducing station dwell time, easing grid strain, and lowering range anxiety for long trips.

For consumers, the difference is potentially tangible. They’ll spend more time driving and less time parked. It is just another way Tesla and BYD are pushing one another to improve the overall experience of EV ownership.

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Tesla wins big as NHTSA drops three-year, 120k unit probe against Model Y

In all, 120,089 Model Ys were impacted, but in two cases, drivers reported the complete detachment of the steering wheel from the steering column while the vehicle was in motion. NHTSA’s initial review revealed that the vehicles had been delivered without the critical retaining bolt that secures the steering wheel to the splined steering column.

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Credit: Tesla Asia | X

A probe into over 120,000 2023 Tesla Model Y units has been closed by the National Highway Traffic Safety Administration (NHTSA). The probe ends without the agency requiring any action from Tesla.

The probe, designated PE23-003, opened in March 2023 and stemmed from just two consumer complaints involving low-mileage Model Y SUVs.

In all, 120,089 Model Ys were impacted, but in two cases, drivers reported the complete detachment of the steering wheel from the steering column while the vehicle was in motion. NHTSA’s initial review revealed that the vehicles had been delivered without the critical retaining bolt that secures the steering wheel to the splined steering column.

Factory records showed each car had undergone an “end-of-line” repair at Tesla’s facility, during which the steering wheel was removed and reinstalled. The bolt was apparently omitted after the repair, leaving only a friction fit between the wheel and column to hold it in place temporarily.

According to NHTSA documents, this friction fit maintained the connection during initial low-mileage driving until forces during normal operation caused the wheel to detach. Both vehicles that were impacted were repaired under warranty with no injuries reported, and no additional incidents surfaced during the agency’s three-year review.

Tesla Model Y steering wheel detachments prompt NHTSA probe

After analyzing manufacturing processes, complaint data, and field reports, NHTSA concluded the issue was isolated to those two post-repair vehicles rather than indicative of a systemic defect in Tesla’s production or quality control.

The closure means the agency has determined no recall or further enforcement is warranted for this specific missing-bolt condition.

This outcome marks the second NHTSA investigation into Tesla closed without action this month, as a recent probe into the company’s “Actually Smart Summon” feature was also resolved in April.

Tesla Full Self-Driving feature probe closed by NHTSA

The two resolutions provide some relief for Tesla amid the continuous and somewhat unfair regulatory scrutiny of its vehicles, including open inquiries into driver assistance systems.

Importantly, the closed probe does not involve or affect Tesla’s separate May 2023 voluntary recall of certain 2022-2023 Model Y vehicles. That recall addressed a different issue—steering-wheel fasteners that were installed but not torqued to specification—prompted by a service technician’s observation of a loose wheel during unrelated repairs.

Tesla identified a small number of related warranty claims and proactively addressed the matter without NHTSA mandate.

The Model Y remains one of the world’s best-selling vehicles, and Tesla continues to refine its lineup, including the recent “Juniper” refresh. While federal oversight of the electric vehicle pioneer remains intense, this decision underscores that isolated manufacturing anomalies do not always translate into broader safety defects requiring recalls.

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Tesla Model Y L gets biggest hint yet that it’s coming to the U.S.

Over the past week, a noticeable wave of American Tesla influencers descended on China and Australia, each posting in-depth YouTube reviews of the Model Y L within days of one another.

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Credit: Tesla China

The Tesla Model Y L is perhaps the most wanted vehicle in the company’s lineup in the United States, especially now that it is void of a true family vehicle with the removal of the Model X.

In China, Tesla currently offers a longer, more family-friendly version of the Model Y, known as the Model Y L, which is longer in terms of its wheelbase and larger in terms of interior space, making it the perfect option for those with a need for a tad more room than what the all-electric crossover offers in its Standard, Premium, and Performance trims.

However, there seems to be a hint that the Model Y L could be on its way to the United States. Over the past week, a noticeable wave of American Tesla influencers descended on China and Australia, each posting in-depth YouTube reviews of the Model Y L within days of one another:

The timing has sparked some intense speculation as to whether Tesla is quietly preparing to bring the long-wheelbase, three-row family SUV to North America after months of requests from fans.

The Model Y L stretches the wheelbase by about five inches compared to the standard Model Y.

This delivers dramatically more rear legroom, optional captain’s chairs in the second row, and a true six- or seven-seat configuration ideal for growing families. Reviewers praise its refined ride, upgraded interior features like a rear touchscreen and premium audio, and competitive range—up to roughly 466 miles in some configurations.

Many observers see the coordinated influencer trip as more than a coincidence. Tesla China appears to have hosted the group, possibly tied to the Beijing Auto Show, giving U.S.-focused creators early access to hands-on footage aimed squarely at North American audiences.

Tesla Model Y lineup expansion signals an uncomfortable reality for consumers

Tesla watchers are quick to point out this isn’t the first time such a pattern has emerged.

Just months earlier, American influencers were similarly invited to China to test-drive the refreshed Model Y Performance. Those videos dropped in the lead-up to the variant’s U.S. rollout, generating exactly the kind of pre-launch hype that helped smooth its September arrival in American showrooms.

The parallel is obviously hard to ignore, as Tesla has used overseas influencer trips before as a low-key way to build anticipation without formal announcements. With the Model Y L potentially hitting the U.S. market late this year, according to CEO Elon Musk, the timing would make sense.

Tesla Model Y L might not come to the U.S., and it’s a missed opportunity

Of course, it could still be coincidental. Tesla regularly invites creators to its Shanghai factory and events for broader promotional purposes, and the Model Y L has been on sale in China for some time. No official word has come from Tesla or Elon Musk about U.S. availability, pricing, or timing.

Import tariffs, regulatory hurdles, and production priorities at Fremont or the new Mexican Gigafactory could still delay or alter any stateside plans.

Even so, the buzz is real. U.S. families have long asked for a more spacious, three-row Tesla SUV that doesn’t require stepping up to the larger Model X.

If the influencer campaign is any indication, the Model Y L—or a close North American cousin—could finally answer that call. For now, American Tesla fans are watching closely and wondering whether this latest China trip is just good content… or the opening act for something much bigger stateside.

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