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Tesla’s snub from White House EV event: the Pros and Cons
As the United States government continues its monumental push of domestic automakers to transition to electrification, President Joe Biden and fellow White House staff have invited companies like Ford, General Motors, and Stellantis to Washington to discuss what steps can be taken at the federal level to reach lofty EV delivery goals. However, perhaps the Biden Administration’s biggest ally, Tesla, wasn’t there because it was not extended an invitation. While CEO Elon Musk called the no-invite “odd,” there are potentially some bright spots in the situation, although the question of whether they outweigh the negatives is up to the reader to decide.
White House Electrification Event for U.S. Automakers
A relatively groundbreaking announcement that comes on the heels of President Biden’s request for legacy automakers to commit to a 40% electrified fleet by 2030, the companies agreed to a loftier but more satisfying figure of 50%. Now that half of all legacy automaker vehicles sold in 2030 will be electric, the big question is, how will it work? How will this plan be carried out?
Effectively, a game plan is likely being discussed among the White House staff and the leaders of the automakers who were invited to the event. With each company outlining specific goals through various announcements over the past several years, it is now time for action. The talking is done, a plan needs to be laid out and completed. The thing about electrification is that it is vastly different from building an ICE car, which each of these companies has long, storied, and successful histories of doing. Building an electric vehicle is a completely different project, and it goes much further than putting some electric motors and batteries in a pack and calling it an EV. There needs to be efficient and effective software, the batteries need to have a specific cell chemistry to operate for a long time, charging infrastructures need to be established, along with many other factors.
Tesla’s absence from White House EV event sidestepped in Pete Buttigieg interview
The overall issue that many of these companies have when transitioning to electrification is finding out how to make EVs operational. Far too many times, we have heard about incredible EVs that will come to the market in a few years, they are going to be amazing and effective, and they will show Tesla who is boss. But every time this has happened, these cars fall short of their mark.
The Cons: Why Tesla should be at the White House, no questions asked
Tesla has the experience to help these automakers navigate through extremely difficult times, which are likely to come based on many of these companies’ current situations with developing electric powertrains. Creating one or two vehicles and selling between thirty and fifty thousand of them definitely helps the cause. However, keeping these delivery rates and simply putting a few new bells and whistles in the interior doesn’t make it a new car. Consumers want new technology, new looks, new aesthetics. This means cars with more range, more features, and sleeker, more modern designs.
The goal should be for these automakers to develop a plan by 2030, about eight and a half years, to have four to five different electrified models on the road by that year. Rolling out that many new models while simultaneously engineering and building effective electric powertrains is extremely difficult. Many companies may find that the road to this goal is not necessarily as simple as they thought.
Ask Tesla about it.
After unveiling the Model 3, Tesla and CEO Elon Musk entered the toughest few years of Tesla’s short life.
However, Tesla overcame all odds by delivering four electric models in just eight years: the Model S in 2012, the Model X in 2015, the Model 3 in 2017, and the Model Y in 2020.
Ideally, Tesla would be the biggest advantage for all of these companies from a consultant standpoint. If Tesla’s goal really is to accelerate the world’s transition to sustainable energy, it would have no issue helping car companies figure out where their shortcomings are. No technological advantages would need to be shared. Still, a roadmap of how Tesla navigated through the toughest portion of its existence by releasing popular, profitable, and effective EVs would undoubtedly help. Not to mention, these companies are much more financially stable than Tesla was while it was ramping up its production of vehicles. That would only help the cause as money really isn’t an issue.
Another negative comes from a perceptive standpoint, but it can’t be a good look for the Biden administration to go through with this event without having the industry leader there. It would be like having a tech event without Apple, an Olympic highlight reel without Phelps, a chef’s get-together without Gordon Ramsay. It just doesn’t make sense, and on top of it, it doesn’t necessarily show that the country’s leaders support Tesla’s efforts. After all, Joe Biden hasn’t uttered the word “Tesla” since he’s taken office.
The Pros: Why it might not be so bad after all
If the purpose of this event is to get automakers on board with electrification, then Tesla really would have no business being there. After all, the companies invited have pledged to have half of their vehicle deliveries be electric in 2030. Tesla already delivers only electric vehicles, and it has since day 1. Some could see it as the Straight A student going to tutoring; it’s really kind of pointless.
Additionally, it might be a good look for Tesla not to go to the event from a political standpoint. Currently, 52% of Americans disapprove of Biden’s job performance. This is according to Rasmussen, which updates the poll daily.
Tesla also does not need any assistance federally, and it does not need any entity to tell it how to handle its business. This is something that Tesla should take pride in. The hard-working giants who have ruled the automotive industry for a century need guidance on continuing to move forward.
For Tesla, the answers came through its own hard work and its own want to change the world for the better.
What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
News
Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla gets price target boost, but it’s not all sunshine and rainbows
