Those who have been following the Tesla story for years would notice that the news surrounding the company this fourth quarter has been relatively muted, despite the fourth quarter being halfway done. This is despite the electric car maker’s ambitious goal of delivering over 180,000 cars this quarter, allowing it to hit Elon Musk’s half-a-million vehicle delivery target for 2020.
The relative quiet surrounding Tesla’s fourth-quarter bodes well for the electric car maker, and it highlights the experience it has gained as an automaker over the years. In years past, it is not uncommon to see report after report of alleged issues in Tesla’s factories or production difficulties in the middle of a quarter. A couple of Elon Musk’s feuds on Twitter would round out the usual drama surrounding the company.
This drama seems strangely absent this quarter so far. While Tesla has caught some of it earlier this year with Elon Musk opening the Fremont Factory while butting heads with officials from Alameda County, the company has, for the most part, been silently executing on its plans. The Model Y ramp appears to be going well, with the all-electric crossover’s production seemingly improving quickly.
While early-production Model Ys were observed with build quality issues, vehicles produced just months later showed vast improvements in quality. Needless to say, the Model Y’s ramp definitely seems to be much smoother than the Model 3’s, a vehicle which took a heavy toll on both Tesla and Elon Musk.
The Model Y ramp is just the tip of the iceberg too. The Model 3, Tesla’s best-selling vehicle for a few years now, has undergone a “refresh” of sorts. With this update, the Model 3 now comes with a revamped interior and exterior, as well as increases in range. These changes would likely make the vehicles more attractive to electric car buyers, many of whom would likely aim to take delivery of their Teslas before the end of the year.
Interestingly enough, Tesla is also putting the pedal to the metal in the construction of Gigafactory Berlin and Giga Texas, as well as the expansion of Gigafactory Shanghai. The Roadrunner pilot line in Fremont, the first of the company’s battery cell production facilities, is also being prepared to support the initial ramp of the Germany-based Model Y factory, which is poised to start operations next year. The Full Self-Driving beta is also being improved and developed in preparation for a wider rollout by the end of the year.
The silence surrounding Tesla these days suggests that the company is actively executing its plans without rippling the waters that much. It also shows that the company has reached a point where it is no longer making as many mistakes as it learns its lessons. Instead, it is now putting all those learnings to work as it aims to reach even higher and more ambitious targets.
Tesla’s quiet execution this fourth quarter ultimately bodes well for the company’s supporters. It also serves as a warning of sorts to its longtime critics, most of whom have been proven wrong over the years. Tesla was able to stay afloat in more turbulent times, after all, and it was able to thrive despite coming close to ruin on several occasions. The company is now on more stable footing, and its vehicles are only getting better and more attainable. With these in mind, doubling down on anti-Tesla points this quarter definitely does not seem like a smart idea.
Disclosure: I am long TSLA.
News
Tesla Europe builds momentum with expanding FSD demos and regional launches
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla has been notably active across Europe in recent weeks, expanding its Full Self-Driving (Supervised) ride-along program, entering a new market, and showcasing its newest vehicles across multiple regions.
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla Europe recently announced the expansion of its FSD (Supervised) ride-along experiences, inviting the public to experience the system on local roads. Initially available in Italy, France, and Germany when it launched, the program has now expanded to Hungary, Finland, and Spain.
The ride-along program allows participants to ride in the passenger seat and observe how FSD Supervised handles real-world traffic scenarios, including dense urban driving and other challenging conditions. Tesla has positioned the initiative as a way to familiarize European drivers and regulators with the system’s capabilities in everyday use. The program has received positive reviews so far, with many being impressed by FSD’s real-world capabilities.
Tesla also recently launched operations in Slovakia with a pop-up store and multi-day public event in Bratislava, as noted in an EV Wire report. The launch, held from January 16 to 18 at the Eurovea Mall Promenade, featured test drives, vehicle displays, including the Cybertruck, as well as family-focused attractions such as a mini-Tesla racetrack.
Local observers noted that Tesla Optimus was also shown at the event, while the Tesla Owners Slovakia club welcomed the brand with a coordinated light show near the Slovak National Theater. Tesla Europe later shared its appreciation for Slovakia in a post on its official social media account on X, stating, “Thanks, Slovakia, for the amazing last 3 days & for giving us such a warm welcome!”
Tesla’s Slovakia entry follows a familiar pattern used by the company in other European markets. Tesla opened a pop-up store in Bratislava as an initial step, with plans for a permanent showroom and a potential service center at a renovated site previously occupied by a Jeep and Dodge dealership. Tesla has used a similar approach in markets such as Czechia and Lithuania, where permanent facilities followed within a few months of pop-up launches.
Slovakia already has six Supercharging sites totaling 46 Superchargers, including two locations in Bratislava, providing early infrastructure support for Tesla owners. Tesla staff program manager Supratik Saha described the Slovakia launch as a strategic expansion in the heart of the EU, citing the country’s strong automotive manufacturing base and appetite for advanced technology.
Beyond the EU, the company also marked another milestone with the first Cybertruck deliveries in the United Arab Emirates, signaling continued geographic expansion for Tesla’s newest vehicle. Just like Tesla Slovakia, the Cybertruck also received a warm welcome from the UAE’s EV community.
News
Tesla Sweden maintains Trelleborg port deal despite union blockade
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg.
Tesla Sweden is still storing vehicles at the Port of Trelleborg despite the ongoing blockades against the company from the country’s labor unions.
Tesla still at Port of Trelleborg
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg. This allows the company to keep vehicles at the port while imports into Sweden continue. This was despite the Transport Workers’ Union’s blockade, which was aimed at halting the loading and unloading of Tesla vehicles in the area.
Local union leader Jörgen Wärja, chairman of Transport and an employee representative on the port company’s board, confirmed that the agreement was still active. “The agreement has not been terminated. You want to have the money instead of having empty warehouses. I understand the reason, but I do not support it,” Wärja said
The local union leader also noted that he visited Tesla’s storage area earlier this week. “There were a lot of cars. I was surprised that there were so many, actually,” he said.
Tesla had been able to bring vehicles into Sweden via passenger ferries at Trelleborg, a method that unions said allowed the company to bypass the blockade, DA noted. According to estimates from IF Metall, the workaround enabled Tesla to deliver thousands of cars to Sweden each year.
Port defends decision
The Port of Trelleborg did not issue a comment on its current agreement with Tesla, but said it had complied with union sympathy measures. Documents reviewed by Swedish media showed that the contract with Tesla was being extended in six-month intervals.
Port CEO Malin Collin noted that the port would not discuss individual customer arrangements. “We do not go into details regarding any customer agreements. We have continuous dialogue with potential tenants, and this is not unique to any location,” Collin wrote in an email.
The CEO added that the port was following legal requirements related to the labor dispute. “We have taken note of the Transport Workers’ Union’s decision on sympathy measures and are of course following applicable legislation and the requirements placed on us as employers,” Collin said.
Jörgen Wärja, for his part, stated that the issue was not whether Tesla’s imports into Sweden could be fully stopped, but whether the port should provide logistical support to the electric vehicle maker during an active conflict. “The port shouldn’t have anything to do with Tesla at all, we believe,” he said. “It’s purely moral. Whether you honor a conflict or not. If you say you support Transport’s sympathetic actions against Tesla, it becomes a double standard.”
Elon Musk
Elon Musk shares insights on SpaceX and Tesla’s potential scale
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Elon Musk outlined why he believes Tesla and SpaceX ultimately dwarf their competitors, pointing to autonomy, robotics, and space-based energy as forces that fundamentally reshape economic scale.
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Space-based energy
In a response to a user on X who observed that SpaceX has a larger valuation than all six US defense companies combined, Musk explained that space-based industries will eventually surpass the total economic value of Earth. He noted that space allows humanity to harness roughly 100,000 times more energy than Earth currently uses, while still consuming less than a millionth of the Sun’s total energy output.
That level of available energy should enable the emergence and development of industries that are simply not possible within Earth’s physical and environmental constraints. Continuous solar exposure in space, as per Musk’s comment, removes limitations imposed by atmosphere, weather, and land availability.
Autonomy and robots
In a follow-up post, Elon Musk explaned that “due to autonomy, Tesla is worth more than the rest of the auto industry.” Musk added that this assessment does not yet account for Optimus, Tesla’s humanoid robot. As per the CEO, once Optimus reaches scaled production, it could increase Earth’s gross domestic product by an order of magnitude, ultimately paving the way for sustainable abundance.
Even before the advent of Optimus, however, Tesla’s autonomous driving system already gives vehicles the option to become revenue-generating assets through services like the Tesla Robotaxi network. Tesla’s autonomous efforts seem to be on the verge of paying off, as services like the Robotaxi network have already been launched in its initial stages in Austin and the Bay Area.
Tesla Europe builds momentum with expanding FSD demos and regional launches
Tesla Sweden maintains Trelleborg port deal despite union blockade
