

News
Tesla’s ZEV credits in the United States are poised to become even more valuable
Tesla has made a fortune of sorts selling ZEV credits to rival automakers, but with the passing of the United States Inflation Reduction Act, it appears that the electric vehicle maker’s credits could become an even more desirable commodity. This should help Tesla bolster its numbers, which would be extremely helpful as the company attempts to reach its target of 20 million vehicles by 2030.
The Inflation Reduction Act is poised to shake up the US auto sector, but even with its disruption, automakers would still need to collect ZEV credits in California and other ZEV states, which have applied some of CA’s regulations. Under the system, automakers gain anywhere from partial to multiple credits based on a zero-emission vehicle’s range towards requirements based on the company’s overall sales volume.
Automakers are allowed to stockpile EV credits, but in the event that a company fails to sell enough zero-emission vehicles, they must purchase credits from other carmakers. Tesla has been a go-to company for ZEV credits for years, thanks in no small part to the company’s electric-only lineup. And with Tesla’s sales growing at an immense pace, the EV maker is poised to sit on an even bigger hoard of environmental credits that can be sold to rival carmakers.
As noted by Automotive News, ZEV rules are expected to change in 2026, and it will make things quite a bit trickier for companies that still depend on fossil fuel-powered cars. Under the updated system, each battery or fuel cell electric car with a minimum of 150-mile battery range will receive only one credit. Credits will also have a five-year validity, unlike those earned today, which do not have an expiry date.
Tesla has earned the most credits in California, and at the end of 2020 — the most recent year when ZEV states reported automaker balances — the EV maker logged an impressive stockpile of 752,445 credits. It should be noted that 2020 was a year when Tesla sold around 500,000 vehicles. The EV maker sold 936,172 cars the following year. Estimates suggest that Tesla had collected about 2 million credits from the start of 2021 to the end of 1H22.
Tesla booked about $2.1 billion in revenue from credit sales in 2021 and Q1 2022. And while the value of a ZEV credit could be flexible depending on demand, it appeared that Tesla averaged about $3,500 each, according to Auto News.
California is at the forefront of the United States electric vehicle movement, and it appears that it intends to keep its place. The state recently approved an initiative to increase its minimum zero-emission vehicle requirement to 35% of a carmaker’s sales by 2026, and 100% in 2035. With California adopting this aggressive target, a lot of the other ZEV states could follow. And considering that California and the other 14 ZEV states account for almost 40% of new vehicle sales in the United States, the demand for ZEV credits could very well increase.
And that, ultimately, is a golden opportunity for Tesla and its growing hoard of ZEV credits.
News
Tesla VP shares key insights on latest Optimus dance demos
Optimus’ dance demonstrations shocked quite a good number of Tesla followers.

A Tesla VP recently shared some key insights about Optimus’ latest dance demonstrations. Tesla showcased Optimus’ dance moves in two demonstrations this week, with its second demo becoming a shock to many.
Optimus Demonstrations
Optimus’ initial demonstration this week featured the humanoid robot performing a number of rhythmic actions. As per Tesla Vice President of Optimus (Tesla Bot) Milan Kovac, the humanoid robot’s movements were trained in simulation. He also explained that the cable, which could be seen attached at the back of Optimus, was simply there in case of a fall.
Interestingly enough, a follow-up video demonstration featuring Optimus performing even more advanced rhythmic movements was posted by CEO Elon Musk on social media platform X on Tuesday. In this demo, Optimus could be seen performing ballet and modern dance moves. Unlike the previous demonstration, Optimus was completely untethered this time around. Elon Musk stated in a follow-up post on X that Optimus should eventually be able to do ballet movements perfectly.
What the Optimus VP Says
Kovac has provided some key insights on Optimus’ second demonstration for the week. As per the Tesla executive, the movements of the humanoid robot in the video were in real-time. The demonstration was also fully learned in simulation and zero-shot transferred to real without extra training.
“Here’s a little more, and no cables this time. It’s all real-time speed, zero CGI, fully learned in simulation & zero-shot transferred to real. Besides the fact that it’s fun, we had to make significant improvements to our robot model in Sim, domain randomization and other techniques which will directly transfer to more practical situations as well (robust walking, and agile full-body control in general).
“We also learned quite a few things on our hardware and tuned our power profile. I hope it is getting pretty clear that Tesla is much more than an amazing car (!) company: it’s the place to be for transformational real-world AI,” Kovac wrote in his post on X.
Cybertruck
Tesla Cybertruck police vehicles escort Trump motorcade in Qatar
The two Cybertrucks stood out in the motorcade, thanks to their iconic light bar and their imposing presence.

Two Tesla Cybertruck police vehicles accompanied United States President Donald Trump’s motorcade during his visit to Doha, Qatar’s capital, on Wednesday.
The two Tesla Cybertrucks stood out in the motorcade, thanks to their iconic light bar and their imposing presence.
Trump’s Qatar Visit
Qatar is the second of three Middle Eastern countries expected to be visited by Trump this week. So far, Trump has been received warmly, with Qatar providing Air Force One with an eight-fighter jet escort. Saudi Arabia, which hosted Trump and Tesla CEO Elon Musk earlier this week, also provided Air Force One with a six-fighter jet escort.
Qatar seemed determined to roll out the red carpet for the U.S. President, as hinted at by the curated police escort for Trump’s motorcade to the Amiri Diwan in Doha. Tesla CEO Elon Musk seemed excited to see his vehicles being used in the Middle Eastern country, writing “Cybertrucks escorting @POTUS!” on X.
Cybertrucks Police Vehicles in Qatar
Qatar seems to have a soft spot for the Cybertruck, even before Trump’s visit. In late December, social media posts from the country suggested that two Cybertrucks are being used as part of the Internal Security Force’s (Lekhwiya) patrol fleet. The futuristic all-electric pickup trucks have also been spotted in several other areas of the country.
The Qatar Ministry of Interior also posted a video featuring veteran Tesla tuner Unplugged Performance CEO Ben Schaffer, who noted that UP.FIT will be providing modified Cybertrucks for the country. As could be seen in the video, Unplugged Performance and the Ministry of Interior have signed a Letter of Intent to pave the way for UP.FIT Cybertrucks to be made for Qatar.
News
Elon Musk teases underrated Cybercab and Optimus business
The Cybercab’s design does seem to be tailor-made for a parcel delivery business.

Tesla CEO Elon Musk recently responded positively to a rather underrated business idea for the Cybercab and Optimus.
While the Cybercab is designed for autonomous robotaxi services, the self-driving car, together with Optimus, could also operate as a completely different business.
Cybercab Haulers
Musk’s comment came as a response to financial markets researcher @alojoh, who noted in a post on X that the vast majority of Tesla’s Cybercab fleet will likely be inactive at night due to low transportation demand. During these periods, the robotaxis could be used as autonomous delivery vehicles that can be loaded by Optimus. The humanoid robot can even be inside the Caybercab to facilitate deliveries.
Elon Musk’s response was a simple “exactly,” but it does show that Tesla is considering other businesses that could expand the use of its two potential world-changing products. If one were to look at Tesla’s plans for the Cybercab and Optimus, after all, the idea of “dual use” robotaxis seems very feasible.
All The Necessary Parts
The Cybercab’s design does seem to be tailor-made for a parcel delivery business. The Cybercab is a small car and it only features two seats. It does, however, carry an extremely large trunk—quite too large for such a small vehicle, in a way. Tesla engineers previously stated that the space in the Cybercab’s trunk could be enough to fit two full-size carry-ons and two full-size checked bags at once, or even some bicycles. Needless to say, Tesla seems to have designed the Cybercab to be capable of carrying a lot of cargo–something that’s required for a parcel delivery business.
The Optimus robots that Tesla would have to deploy for this secondary business would not be much of an issue either, considering that the company is planning on building the humanoid robot in extremely large numbers. With Tesla producing millions of Optimus robots and Cybercabs every year, the company should be able to allocate enough resources to offer a reliable and safe parcel delivery service as well.
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