Tesla

why-irobot’s-founder-won’t-go-within-10-feet-of-today’s-walking-robots

Why iRobot’s founder won’t go within 10 feet of today’s walking robots

In his post, Brooks recounts being “way too close” to an Agility Robotics Digit humanoid when it fell several years ago. He has not dared approach a walking one since. Even in promotional videos from humanoid companies, Brooks notes, humans are never shown close to moving humanoid robots unless separated by furniture, and even then, the robots only shuffle minimally.

This safety problem extends beyond accidental falls. For humanoids to fulfill their promised role in health care and factory settings, they need certification to operate in zones shared with humans. Current walking mechanisms make such certification virtually impossible under existing safety standards in most parts of the world.

Apollo robot

The humanoid Apollo robot. Credit: Google

Brooks predicts that within 15 years, there will indeed be many robots called “humanoids” performing various tasks. But ironically, they will look nothing like today’s bipedal machines. They will have wheels instead of feet, varying numbers of arms, and specialized sensors that bear no resemblance to human eyes. Some will have cameras in their hands or looking down from their midsections. The definition of “humanoid” will shift, just as “flying cars” now means electric helicopters rather than road-capable aircraft, and “self-driving cars” means vehicles with remote human monitors rather than truly autonomous systems.

The billions currently being invested in forcing today’s rigid, vision-only humanoids to learn dexterity will largely disappear, Brooks argues. Academic researchers are making more progress with systems that incorporate touch feedback, like MIT’s approach using a glove that transmits sensations between human operators and robot hands. But even these advances remain far from the comprehensive touch sensing that enables human dexterity.

Today, few people spend their days near humanoid robots, but Brooks’ 3-meter rule stands as a practical warning of challenges ahead from someone who has spent decades building these machines. The gap between promotional videos and deployable reality remains large, measured not just in years but in fundamental unsolved problems of physics, sensing, and safety.

Why iRobot’s founder won’t go within 10 feet of today’s walking robots Read More »

how-automakers-are-reacting-to-the-end-of-the-$7,500-ev-tax-credit

How automakers are reacting to the end of the $7,500 EV tax credit

Just after midnight this morning, in addition to getting a federal government shutdown, we also lost all federal tax credits for new electric vehicles, used electric vehicles, and commercial electric vehicles.

Sadly, this was not a surprise. During last year’s election, the Trump campaign made no secret of its disgust toward clean vehicles (and clean energy in general), and it promised to end subsidies meant to encourage Americans to switch from internal combustion engines to EVs. Once in power, the Republicans moved quickly to make this happen.

Federal clean vehicle incentives had only recently been revamped in then-US President Joe Biden’s massive investment in clean technologies as part of the Inflation Reduction Act of 2022. To qualify for the $7,500 tax credit, a new EV had to have its final assembly in North America, and certain percentages of its battery content needed to be domestically sourced.

A separate $7,500 commercial tax credit for new EVs was created, which did not require domestic assembly or content and which applied to leased EVs. And Congress finally added a $4,000 tax credit for the purchase of a used EV.

Visiting the relevant IRS page today, though, you’ll see an update declaring that the “New Clean Vehicle Credit, Previously-Owned Clean Vehicle Credit, and Qualified Commercial Clean Vehicle Credit are not available for vehicles acquired after Sept. 30, 2025.”

How automakers are reacting to the end of the $7,500 EV tax credit Read More »

burnout-and-elon-musk’s-politics-spark-exodus-from-senior-xai,-tesla-staff

Burnout and Elon Musk’s politics spark exodus from senior xAI, Tesla staff


Not a fun place to work, apparently

Disillusionment with Musk’s activism, strategic pivots, and mass layoffs cause churn.

Elon Musk’s business empire has been hit by a wave of senior departures over the past year, as the billionaire’s relentless demands and political activism accelerate turnover among his top ranks.

Key members of Tesla’s US sales team, battery and power-train operations, public affairs arm, and its chief information officer have all recently departed, as well as core members of the Optimus robot and AI teams on which Musk has bet the future of the company.

Churn has been even more rapid at xAI, Musk’s two-year-old artificial intelligence start-up, which he merged with his social network X in March. Its chief financial officer and general counsel recently departed after short stints, within a week of each other.

The moves are part of an exodus from the conglomerate of the world’s richest man, as he juggles five companies from SpaceX to Tesla with more than 140,000 employees. The Financial Times spoke to more than a dozen current and former employees to gain an insight into the tumult.

While many left happily after long service to found start-ups or take career breaks, there has also been an uptick in those quitting from burnout, or disillusionment with Musk’s strategic pivots, mass lay-offs and his politics, the people said.

“The one constant in Elon’s world is how quickly he burns through deputies,” said one of the billionaire’s advisers. “Even the board jokes, there’s time and then there’s ‘Tesla time.’ It’s a 24/7 campaign-style work ethos. Not everyone is cut out for that.”

Robert Keele, xAI’s general counsel, ended his 16-month tenure in early August by posting an AI-generated video of a suited lawyer screaming while shoveling molten coal. “I love my two toddlers and I don’t get to see them enough,” he commented.

Mike Liberatore lasted three months as xAI chief financial officer before defecting to Musk’s arch-rival Sam Altman at OpenAI. “102 days—7 days per week in the office; 120+ hours per week; I love working hard,” he said on LinkedIn.

Top lieutenants said Musk’s intensity has been sharpened by the launch of ChatGPT in late-2022, which shook up the established Silicon Valley order.

Employees also perceive Musk’s rivalry with Altman—with whom he co-founded OpenAI, before they fell out—to be behind the pressure being put on staff.

“Elon’s got a chip on his shoulder from ChatGPT and is spending every waking moment trying to put Sam out of business,” said one recent top departee.

Last week, xAI accused its rival of poaching engineers with the aim of “plundering and misappropriating” its code and data center secrets. OpenAI called the lawsuit “the latest chapter in Musk’s ongoing harassment.”

Other insiders pointed to unease about Musk’s support of Donald Trump and advocacy for far-right provocateurs in the US and Europe.

They said some staff dreaded difficult conversations with their families about Musk’s polarizing views on everything from the rights of transgender people to the murder of conservative activist Charlie Kirk.

Musk, Tesla, and xAI declined to comment.

Tesla has traditionally been the most stable part of Musk’s conglomerate. But many of the top team left after it culled 14,000 jobs in April 2024. Some departures were triggered as Musk moved investment away from new EV and battery projects that many employees saw as key to its mission of reducing global emissions—and prioritized robotics, AI, and self-driving robotaxis.

Musk cancelled a program to build a low-cost $25,000 EV that could be sold across emerging markets—dubbed NV-91 internally and Model 2 by fans online, according to five people familiar with the matter.

Daniel Ho, who helped oversee the project as director of vehicle programs and reported directly to Musk, left in September 2024 and joined Google’s self-driving taxi arm, Waymo.

Public policy executives Rohan Patel and Hasan Nazar and the head of the power-train and energy units Drew Baglino also stepped down after the pivot. Rebecca Tinucci, leader of the supercharger division, went to Uber after Musk fired the entire team and slowed construction on high-speed charging stations.

In late summer, David Zhang, who was in charge of the Model Y and Cybertruck rollouts, departed. Chief information officer Nagesh Saldi left in November.

Vineet Mehta, a company veteran of 18 years, described as “critical to all things battery” by a colleague, resigned in April. Milan Kovac, in charge of Optimus humanoid robotics program, departed in June.

He was followed this month by Ashish Kumar, the Optimus AI team lead, who moved to Meta. “Financial upside at Tesla was significantly larger,” wrote Kumar on X in response to criticism he left for money. “Tesla is known to compensate pretty well, way before Zuck made it cool.”

Amid a sharp fall in sales—which many blame on Musk alienating liberal customers—Omead Ashfar, a close confidant known as the billionaire’s “firefighter” and “executioner,” was dismissed as head of sales and operations in North America in June. Ashfar’s deputy Troy Jones followed shortly after, ending 15 years of service.

“Elon’s behavior is affecting morale, retention, and recruitment,” said one long-standing lieutenant. He “went from a position from where people of all stripes liked him, to only a certain section.”

Few who depart criticize Musk for fear of retribution. But Giorgio Balestrieri, who had worked for Tesla for eight years in Spain, is among a handful to go public, saying this month he quit believing that Musk had done “huge damage to Tesla’s mission and to the health of democratic institutions.”

“I love Tesla and my time there,” said another recent leaver. “But nobody that I know there isn’t thinking about politics. Who the hell wants to put up with it? I get calls at least once a week. My advice is, if your moral compass is saying you need to leave, that isn’t going to go away.”

But Tesla chair Robyn Denholm said: “There are always headlines about people leaving, but I don’t see the headlines about people joining.

“Our bench strength is outstanding… we actually develop people really well at Tesla and we are still a magnet for talent.”

At xAI, some staff have balked at Musk’s free-speech absolutism and perceived lax approach to user safety as he rushes out new AI features to compete with OpenAI and Google. Over the summer, the Grok chatbot integrated into X praised Adolf Hitler, after Musk ordered changes to make it less “woke.”

Ex-CFO Liberatore was among the executives that clashed with some of Musk’s inner circle over corporate structure and tough financial targets, people with knowledge of the matter said.

“Elon loyalists who exhibit his traits are laying off people and making decisions on safety that I think are very concerning for people internally,” one of the people added. “Mike is a business guy, a capitalist. But he’s also someone who does stuff the right way.”

The Wall Street Journal first reported some of the details of the internal disputes.

Linda Yaccarino, chief executive of X, resigned in July after the social media platform was subsumed by xAI. She had grown frustrated with Musk’s unilateral decision-making and his criticism over advertising revenue.

xAI’s co-founder and chief engineer, Igor Babuschkin, stepped down a month later to found his own AI safety research project.

Communications executives Dave Heinzinger and John Stoll, spent three and nine months at X respectively, before returning to their former employers, according to people familiar with the matter.

X also lost a rash of senior engineers and product staff who reported directly to Musk and were helping to navigate the integration with xAI.

This includes head of product engineering Haofei Wang and consumer product and payments boss Patrick Traughber. Uday Ruddarraju, who oversaw X and xAI’s infrastructure engineering, and infrastructure engineer Michael Dalton were poached by OpenAI.

Musk shows no sign of relenting. xAI’s flirtatious “Ani bot” has caused controversy over sexually explicit interactions with teenage Grok app users. But the company’s owner has installed a hologram of Ani in the lobby of xAI to greet staff.

“He’s the boss, the alpha and anyone who doesn’t treat him that way, he finds a way to delete,” one former top Tesla executive said.

“He does not have shades of grey, is highly calculated, and focused… that makes him hard to work with. But if you’re aligned with the end goal, and you can grin and bear it, it’s fine. A lot of people do.”

Additional reporting by George Hammond.

© 2025 The Financial Times Ltd. All rights reserved. Not to be redistributed, copied, or modified in any way.

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three-crashes-in-the-first-day?-tesla’s-robotaxi-test-in-austin.

Three crashes in the first day? Tesla’s robotaxi test in Austin.

These days, Austin, Texas feels like ground zero for autonomous cars. Although California was the early test bed for autonomous driving tech, the much more permissive regulatory environment in the Lone Star State, plus lots of wide, straight roads and mostly good weather, ticked enough boxes to see companies like Waymo and Zoox set up shop there. And earlier this summer, Tesla added itself to the list. Except things haven’t exactly gone well.

According to Tesla’s crash reports, spotted by Brad Templeton over at Forbes, the automaker experienced not one but three crashes, all apparently on its first day of testing on July 1. And as we learned from Tesla CEO Elon Musk later in July during the (not-great) quarterly earnings call, by that time, Tesla had logged a mere 7,000 miles in testing.

By contrast, Waymo’s crash rate is more than two orders of magnitude lower, with 60 crashes logged over 50 million miles of driving. (Waymo has now logged more than 96 million miles.)

Two of the three Tesla crashes involved another car rear-ending the Model Y, and at least one of these crashes was almost certainly not the Tesla’s fault. But the third crash saw a Model Y—with the required safety operator on board—collide with a stationary object at low speed, resulting in a minor injury. Templeton also notes that there was a fourth crash that occurred in a parking lot and therefore wasn’t reported. Sadly, most of the details in the crash reports have been redacted by Tesla.

Three crashes in the first day? Tesla’s robotaxi test in Austin. Read More »

chinese-ev-buyers-are-cooling-on-tesla-and-byd

Chinese EV buyers are cooling on Tesla and BYD

Meanwhile, BYD now accounts for 1.1 percent of all new cars sold in the European Union.

There is one bright spot for Tesla, however—it sold 8,370 cars in Turkey in August, making it that country’s second-most popular automaker.

Robots will save Tesla?

But perhaps Tesla shareholders shouldn’t worry about cratering sales. On Monday night, Tesla CEO Elon Musk used his social media network to yet again prophesize that the company’s future is not cars. Despite the fact that selling cars brings in 75 percent of the revenue and is responsible for the carbon credits that keep the company in the black, EVs are but a mere distraction. Instead, Musk claims that 80 percent of Tesla’s value will come from selling humanoid robots.

Musk has been promoting Tesla’s humanoid robot for some years now, with flashy demos that, instead of actual robotics, were waldos in action, mindlessly copying the motions of human controllers who were operating them remotely.

Despite the very non-humanoid shape of industrial robots in car factories, Musk has said the Tesla robots will find their way onto the company’s production line to build cars, presumably to replace workers whom he would otherwise have to pay salaries and benefits. But the CEO has grander ambitions for his robots, claiming on an investor call last year that the company will sell billions of humanoid robots a year.

Chinese EV buyers are cooling on Tesla and BYD Read More »

tesla-loses-autopilot-wrongful-death-case-in-$329-million-verdict

Tesla loses Autopilot wrongful death case in $329 million verdict

Tesla was found partially liable in a wrongful death lawsuit in a federal court in Miami today. It’s the first time that a jury has found against the car company in a wrongful death case involving its Autopilot driver assistance system—previous cases have been dismissed or settled.

In 2019, George McGee was operating his Tesla Model S using Autopilot when he ran past a stop sign and through an intersection at 62 mph then struck a pair of people stargazing by the side of the road. Naibel Benavides was killed and her partner Dillon Angulo was left with a severe head injury.

While Tesla said that McGee was solely responsible, as the driver of the car, McGee told the court that he thought Autopilot “would assist me should I have a failure or should I miss something, should I make a mistake,” a perception that Tesla and its CEO Elon Musk has done much to foster with highly misleading statistics that paint an impression of a brand that is much safer than in reality.

The jury heard from expert witnesses about Tesla’s approach to human-machine interfaces and driver monitoring, as well as its use of statistics, then considered their verdict on Thursday afternoon and Friday before deciding that, while McGee was two-thirds responsible for the crash, Tesla also bore a third of the responsibility for selling a vehicle “with a defect that was a legal cause of damage” to Benavides’ relatives and Angulo. The jury awarded the plaintiffs $129 million in compensatory damages, and a further $200 million in punitive damages.

Tesla loses Autopilot wrongful death case in $329 million verdict Read More »

tesla-picks-lges,-not-catl,-for-$4.3-billion-storage-battery-deal

Tesla picks LGES, not CATL, for $4.3 billion storage battery deal

Tesla has a new battery cell supplier. Although the automaker is vertically integrated to a degree not seen in the automotive industry for decades, when it comes to battery cells it’s mostly dependent upon suppliers. Panasonic cells can be found in many Teslas, with the cheaper, sturdier lithium iron phosphate (LFP) battery cells being supplied by CATL. Now Tesla has a new source of LFP cells thanks to a deal just signed with LG Energy Solutions.

According to The Korea Economic Daily, the contract between Tesla and LGES is worth $4.3 billion. LGES will begin supplying Tesla with cells next August through until at least the end of July 2030, with provisions to extend the contract if necessary.

The LFP cells probably aren’t destined for life on the road, however. Instead, they’ll likely be used in Tesla’s energy storage products, which both Tesla and LGES hope will soak up demand now that EV sales prospects look so weak in North America.

The deal also reduces Tesla’s reliance on Chinese suppliers. LGES will produce the LFP cells at its factory in Michigan, says Reuters, and so they will not be subject to the Trump trade war tariffs, unlike Chinese-made cells from CATL.

Although Tesla CEO Elon Musk has boasted about the size of the energy storage market, its contribution to Tesla’s financials remains meagre, and actually shrank during the last quarter.

Tesla picks LGES, not CATL, for $4.3 billion storage battery deal Read More »

tesla-skepticism-continues-to-grow,-robotaxi-demo-fails-to-impress-austin

Tesla skepticism continues to grow, robotaxi demo fails to impress Austin

Tesla’s eroding popularity with Americans shows little sign of abating. Each month, the Electric Vehicle Intelligence Report surveys thousands of consumers to gauge attitudes on EV adoption, autonomous driving, and the automakers that are developing those technologies. Toyota, which only recently started selling enough EVs to be included in the survey, currently has the highest net-positive score and the highest “view intensity score”—the percentage of consumers who have a very positive view of a brand minus the ones who have a very negative view—despite selling just a fairly lackluster EV to date. Meanwhile, the brand that actually popularized the EV, moving it from compliance car and milk float to something desirable, has fallen even further into negative territory in July.

Just 26 percent of survey participants still have a somewhat or very positive view of Tesla. But 39 percent have a somewhat or very negative view of the company, with just 14 percent being unfamiliar or having no opinion. That’s a net positive view of -13, but Tesla’s view intensity score is -16, meaning a lot more people really don’t like the company compared to the ones who really do. The problem is also growing over time: In April, Tesla still had a net positive view of -7.

Tesla remained at the bottom of the charts when EVIR looked more closely into demographic data. Tesla was the least-positively viewed car company regardless of income, although the effect was most pronounced among those with incomes less than $75,000, as were the results based on geography (although suburbanites held it in the most disdain) and age (where those over 65 have the most haters).

Vinfast is the only other automaker with a negative net-positive view and view intensity score, but 92 percent of survey respondents were unfamiliar with the Vietnamese automaker or had no opinion about it.

When asked which brands they trusted, the survey data mostly mirrored the positive versus negative brand perception. Only Tesla and Vinfast have negative net trust scores, with Tesla also having the lowest “trust integrity score”—those who say they trust a brand “a lot” versus those who distrust that brand “a lot,” at -19.

Tesla skepticism continues to grow, robotaxi demo fails to impress Austin Read More »

byd-has-caught-up-with-tesla-in-the-global-ev-race-here’s-how.

BYD has caught up with Tesla in the global EV race. Here’s how.

“Tesla has partnered with Baidu [a Chinese search and AI group] but Baidu can’t disclose all the data points to Tesla,” Duo adds. “The real-world data is definitely more valuable.”

Home field advantage

While BYD might have home turf advantage when it comes to data collection and security, Wang’s late pivot to driverless functionality has created some risks for the group.

One is question marks over financial sustainability. Price wars among Chinese carmakers are putting margins and the industry’s balance sheet under strain as Beijing demands more action to protect suppliers in the world’s largest car market.

It has also opened up some rare gaps in BYD’s otherwise formidable vertical integration. Its market leadership has also enabled it to pressure suppliers for price cuts and extended payment terms, allowing it to rigorously control costs.

But according to Chris McNally, an analyst with US investment bank Evercore, the God’s Eye platform uses software and hardware partners, including Momenta, a Chinese group backed by General Motors in the US, and some chips from Nvidia.

BYD EVP next to car

BYD’s executive vice-president Stella Li said competition with Tesla in EVs and autonomous technology would accelerate innovation, ultimately making BYD a “better’” company.

Credit: Joel Saget/AFP/Getty Images

BYD’s executive vice-president Stella Li said competition with Tesla in EVs and autonomous technology would accelerate innovation, ultimately making BYD a “better’” company. Credit: Joel Saget/AFP/Getty Images

For years, the risks associated with reliance on US-made chips in particular have hovered over the Chinese car sector—plans for driverless systems could be held back at any moment by US export controls or sanctions.

“Given the geopolitical environment, no one will invest in a technology with such a high risk that they’re still relying on foreign technology,” says Raymond Tsang, an automotive technology expert with Bain in Shanghai.

However, these vulnerabilities might not persist. Analysts believe BYD will soon develop most of its driverless systems in house and increasingly swap out Nvidia chips for those made by Beijing-based Horizon Robotics. “This is the BYD way to drive costs down,” McNally says.

It would also be consistent with a broader shift towards self-reliance in key technologies, in response to Washington’s steadily increasing restrictions on technology exports to China.

Yuqian Ding, a veteran Beijing-based auto analyst with HSBC, says that while BYD has not talked about developing a robotaxi service, executives have made “very clear” their plans to develop in-house all the important software and hardware needed for autonomous vehicles.

Wang, the BYD boss, has also previously indicated to analysts that the company has all the tech and know-how to develop robots, in another potential long-term challenge to Musk.

“With more than 5 million scale per annum, they can do everything,” Ding says, adding: “That’s the ultimate goal … Their target is much closer to Tesla.”

In an interview with the Financial Times this year, BYD’s executive vice-president Stella Li said competition with Tesla in EVs and autonomous technology would accelerate innovation, ultimately making BYD a “better” company.

“In the future, if you are not producing an electric car, if you’re not introducing technology in intelligence and autonomous driving, you will be out,” she warned.

Additional reporting by Gloria Li in Hong Kong

Graphic illustration by Ian Bott and data visualisation by Ray Douglas

© 2025 The Financial Times Ltd. All rights reserved Not to be redistributed, copied, or modified in any way.

BYD has caught up with Tesla in the global EV race. Here’s how. Read More »

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GOP wants EV tax credit gone; it would be a disaster for Tesla

The Republican Party’s opposition to tax credits for electric vehicles has stepped up a notch. As its members in the US Senate add their input to the budget bill that came from their colleagues in the House of Representatives, among the changes they want to see is a faster eradication of the IRS clean vehicle tax credit. The tax credit provides up to $7,500 off the price of an EV as long as certain conditions are met, and the language from the House would have given it until the end of the year. Now, it might be gone by the end of September.

The looming passage of the bill appears to have reopened the rift between Tesla CEO Elon Musk and the Republican Party, which the billionaire funded to the tune of hundreds of millions of dollars in the last election. After a brief war of words earlier this month that was quickly smoothed over when Musk apologized to President Trump, it seems there’s the potential for strife again.

Yesterday, Musk once again took to his social media platform to denounce the budget bill, threatening to form a third political party should it pass and reposting content critical of the GOP spending plan.

The changes to the budget would be quite deleterious for Tesla. Although its sales have collapsed in Europe and are flagging in China, the US has remained something of a bulwark in terms of EV sales. Most of the EVs that Tesla offers for sale in the US are eligible for the $7,500 credit, which can be applied to the car’s price immediately at purchase, as long as the buyer meets the income cap. That means all these cars will become significantly more expensive on October 1, should the bill pass.

GOP wants EV tax credit gone; it would be a disaster for Tesla Read More »

tesla-launches-robotaxi-service-in-austin

Tesla launches robotaxi service in Austin

Tesla’s robotaxi service, touted by Elon Musk as the future of his flagging electric-car maker, launched in the company’s home city of Austin, Texas, on Sunday with about 10 vehicles and a human safety driver on board amid regulatory scrutiny of its self-driving technology.

Shares in Tesla have risen about 50 percent from this year’s low in early April, with investors hopeful the autonomous ride-hailing service will help revive a company that has suffered declining sales and a consumer backlash against Musk’s political activism.

Despite the hype surrounding Tesla’s robotaxi, the launch—with a company employee seated in the passenger side for safety while leaving the driver’s seat empty—was low-key, and the initial service was open only to a select group of social media influencers.

Shortly before the launch, Musk said on social media that the robotaxi service would begin “with customers paying a $4.20 flat fee.”

According to Musk, who has stepped back from his US government role to focus on the electric-car maker and the robotaxi, the self-driving Tesla Model Y vehicles will only operate in limited areas, avoid challenging intersections, and have teleoperators who can intervene if problems arise.

The limited launch comes as the National Highway Traffic Safety Administration continues to carry out multiple investigations into Musk’s claims about the capabilities of Tesla’s autopilot and “full self-driving” systems. Despite its name, the full self-driving system still requires humans to sit in the driver’s seat and pay full attention—unlike Google’s Waymo taxis.

The NHTSA wrote a letter in early May seeking additional information about technologies that would be used in Tesla’s robotaxi service. The regulator said it had received Tesla’s response and was reviewing its content.

Musk said in a social media post this month that the company was being “super paranoid” about safety. But he has also claimed there would be 1,000 robotaxis “in a few months,” and that the service would expand to cities such as San Francisco and Los Angeles.

Tesla launches robotaxi service in Austin Read More »

how-tesla-takedown-got-its-start

How Tesla Takedown got its start


America’s most vulnerable Billionaire?

It’s an unlikely coalition that’s been hyping Tesla’s stock slide since its launch.

On a sunny April afternoon in Seattle, around 40 activists gathered at the Pine Box, a beer and pizza bar in the sometimes scruffy Capitol Hill neighborhood. The group had reserved a side room attached to the outside patio; before remarks began, attendees flowed in and out, enjoying the warm day. Someone set up a sound system. Then the activists settled in, straining their ears as the streamed call crackled through less-than-perfect speakers.

In more than a decade of climate organizing, it was the first time Emily Johnston, one of the group’s leaders, had attended a happy hour to listen to a company’s quarterly earnings call. Also the first time a local TV station showed up to cover such a happy hour. “This whole campaign has been just a magnet for attention,” she says.

The group, officially called the Troublemakers, was rewarded right away. TeslaCEO Elon Musk started the investors’ call for the first quarter of 2025 with a sideways acknowledgement of exactly the work the group had been doing for the past two months. He called out the nationwide backlash to the so-called Department of Government Efficiency, or DOGE, an effort to cut government spending staffed by young tech enthusiasts and Musk company alumni, named—with typical Muskian Internet-brained flourish—for an early 2010s meme.

“Now, the protests you’ll see out there, they’re very organized, they’re paid for,” Musk told listeners. For weeks, thousands of people—including the Troublemakers—had camped outside Tesla showrooms, service centers, and charging stations. Musk suggested that not only were they paid for their time, they were only interested in his work because they had once received “wasteful largesse” from the federal government. Musk had presented the theory and sharpened it on his social media platform X for weeks. Now, he argued, the protesters were off the dole—and furious.

Musk offered no proof of his assertions; to a person, every protester who spoke to WIRED insisted that they are not being paid and are exactly what they appear to be: people who are angry at Elon Musk. They call their movement the “Tesla Takedown.”

Before Musk got on the call to speak to investors, Tesla, which arguably kicked off a now multitrillion-dollar effort to transition global autos to electricity, had presented them with one of the company’s worst quarterly financial reports in years. Net income was down 71 percent year over year; revenue fell more than $2 billion short of Wall Street’s expectations.

Now, in Seattle, just the first few minutes of Musk’s remarks left the partygoers, many veterans of the climate movement, giddy. Someone close to the staticky speakers repeated the best parts to the small crowd: “I think starting probably next month, May, my time allocation to DOGE will drop significantly,” Musk said. Under a spinning disco ball, people whooped and clapped. Someone held up a snapshot of Tesla’s stock performance over the past year, a jagged but falling black line.

“If you ever wanted to know that protest matters, here’s your proof,” Johnston recalled weeks later.

The Tesla Takedown, an effort to hit back at Musk and his wealth where it hurts, seems to have appeared at just the right time. Tesla skeptics have argued for years that the company, which has the highest market capitalization of any automaker, is overvalued. They contend that the company’s CEO has been able to distract from flawed fundamentals—an aging vehicle lineup, a Cybertruck sales flop, the much-delayed introduction of self-driving technology—with bluster and showmanship.

Musk’s interest in politics, which kicked into a new and more expensive gear when he went all in for Donald Trump during the 2024 election, was always going to invite more scrutiny for his business empire. But the grassroots movement, which began as a post on Bluesky, has become a boisterous, ragtag, and visible locus of, sorry to use the word, resistance against Musk and Trump. It’s hard to pin market moves on any one thing, but Tesla’s stock price is down some 33 percent since its end-of-2024 high.

Tesla Takedown points to a uniquely screwed-up moment in American politics. Down is up; up is down. A man who made a fortune sounding the alarm about the evils of the fossil fuel industry joined with it to spend hundreds of millions in support of a right-wing presidential candidate and became embedded in an administration with a slash-and-burn approach to environmental regulation. (This isn’t good for electric cars.) The same guy, once extolled as the real-life Tony Stark—he made a cameo in Iron Man 2!—has become for some a real-life comic book villain, his skulduggery enough to bring together a coalition of climate activists, freaked-out and laid-off federal workers, immigrant rights champions, union groups, PhDs deeply concerned about the future of American science, Ukraine partisans, liberal retirees sick of watching cable news, progressive parents hoping to show their kids how to stick up for their values, LGBTQ+ rights advocates, despondent veterans, and car and tech nerds who have been crying foul on Musk’s fantastical technology claims for years now.

To meet the moment, then, the Takedown uses a unique form of protest logic: Boycott and protest the electric car company not because the movement disagrees with its logic or mission—quite the opposite, even!—but because it might be the only way to materially affect the unelected, un-beholden-to-the-public guy at its head. And then hope the oft-irrational stock market catches on.

So for weeks, across cities like New York; Berkeley and Palo Alto, California; Meridian, Idaho; Ann Arbor, Michigan; Raleigh, North Carolina; South Salt Lake, Utah; and Austin, Texas, the thousands of people who make up the Takedown movement have been stationed outside of Tesla showrooms, making it a little bit uncomfortable to test drive one of Musk’s electric rides, or even just drive past in one.

Change in the air

When Shua Sanchez graduated from college in 2013, there was about a week, he remembers, when he was convinced that the most important thing he could do was work for Tesla. He had a degree in physics; he knew all about climate change and what was at stake. He felt called to causes, had been protesting since George W. Bush invaded Iraq when he was in middle school. Maybe his life’s work would be helping the world’s premier electric carmaker convince drivers that there was a cleaner and more beautiful life after fossil fuel.

In the end, though, Sanchez opted for a doctorate program focusing on the quantum properties of super-conducting and magnetic materials. (“I shoot frozen magnets with lasers all day,” he jokes.) So he felt thankful for his choice a few years later when he read media reports about Tesla’s efforts to tamp down unionizing efforts at its factories. He felt more thankful when, in 2017, Musk signed on to two of Trump’s presidential advisory councils. (The CEO publicly departed them months later, after the administration pulled out of the Paris climate agreement.) Even more thankful in 2022, when Musk acquired Twitter with the near-express purpose of opening it up to extreme right-wing speech. More thankful still by the summer of 2024, after Musk officially endorsed Trump’s presidential bid.

By the time Musk appeared onstage at a rally following Trump’s inauguration in January 2025 and threw out what appeared to be a Nazi salute—Musk has denied that was what it was—Sanchez, now in a postdoctorate fellowship at the Massachusetts Institute of Technology, was ready to do something about it besides not taking a job at Tesla. A few days later, as reports of DOGE’s work began to leak out of Washington, a friend sent him a February 8 Bluesky post from a Boston-based disinformation scholar named Joan Donovan.

“If Musk thinks he can speed run through DC downloading personal data, we can certainly bang some pots and pans on the sidewalks in front of Tesla dealerships,” Donovan posted on the platform, already an online refuge for those looking for an alternative to Musk’s X. “Bring your friends and make a little noise. Organize locally, act globally.” She added a link to a list of Tesla locations, and a GIF of the Swedish Chef playing the drums on some vegetables with wooden spoons. Crucially, she appended the hashtag #TeslaTakeover. Later, the Internet would coalesce around a different rallying cry: #TeslaTakedown.

Baltimore-area residents protest the Trump administration and Tesla CEO Elon Musk at a Tesla car dealership as part of a boycott of Tesla vehicles. Saturday, March 29, 2025.

Credit: Dominic Gwinn/Getty

Baltimore-area residents protest the Trump administration and Tesla CEO Elon Musk at a Tesla car dealership as part of a boycott of Tesla vehicles. Saturday, March 29, 2025. Credit: Dominic Gwinn/Getty

The post did not go viral. To date, it has only 175 likes. But it did catch the attention of actor and filmmaker Alex Winter. Winter shot to prominence in 1989’s Bill & Ted’s Excellent Adventure—he was Bill—and has more recently produced multiple documentaries focusing on online culture, piracy, and the power of social media. He and Donovan had bonded a few years earlier over activism and punk rock, and the actor, who has a larger social media following, asked the scholar if he could create a website to centralize the burgeoning movement. “I do think we’re at a point where people need to stick their necks up out of the foxhole en masse, or we’re simply not going to get through,” he tells WIRED. In the website’s first 12 hours of existence, he says, thousands of people registered to take part in the Takedown.

Donovan’s Bluesky post brought Sanchez to the Boston Back Bay Tesla showroom on Boylston Street the next Saturday, where 30 people had gathered with signs. For Sanchez, the whole thing felt personal. “Elon Musk started a PhD at Stanford in my field. He quit after two days and then went and became a tech bro, but he presents that he’s one of us,” he says. With Musk’s new visibility—and plans to slash government research dollars while promoting right-wing ideology—Sanchez was ready to push back.

Sanchez has been outside the showroom during weekly protests throughout the Boston winter, megaphone in hand, leading chants: “It ain’t fun. It ain’t funny. Elon Musk is stealing your money.” “We don’t want your Nazi cars. Take a one-way trip to Mars.”

“We make it fun, so a lot of people come back,” Sanchez says. Someone slapped Musk’s face on one of the inflatable tube guys you often see outside of car dealerships; he whipped around at several protests. A popular bubble-themed routine—“Tesla is a bubble”—saw protesters toss around a giant, transparent ball as others blew bubbles around it. Then the ball popped, loudly, during a protest—a sign? At some of Boston’s biggest actions, hundreds of people have shown up to demonstrate against Tesla, Musk, and Trump, Sanchez says.

Donovan envisioned the protests as potent visible responses to Musk’s slashing of government programs and jobs. But she also knew that social movements are a critical release valve in times of upheaval. “People need to relieve the pressure that they feel when the government is not doing the right thing,” she tells WIRED. “If you let that pressure build up too much, obviously it can turn very dangerous.”

In some ways, she’s right. In at least four incidents across four states, people have been charged by the federal government with various crimes including defacing, shooting at, throwing Molotov cocktails toward, and setting fire to Tesla showrooms and charging stations. In a move that has worried civil liberties experts, the Trump administration has treated these attacks against the president’s richest backer’s car company as “domestic terrorism,” granting federal authorities greater latitude and resources to track down alleged perpetrators and threatening them with up to 20 years in prison.

In posts on X and in public appearances, Musk and other federal officials have seemed to conflate the actions of a few allegedly violent people with the wider protests against Tesla, implying that both are funded by shadowy “generals.” “Firing bullets into showrooms and burning down cars is unacceptable,” Musk said at an event last month in which he appeared remotely on video, his face looming over the stage. “Those people will go to prison, and the people that funded them and organized them will also go to prison. Don’t worry.” He looked into the camera and pointed his finger at the audience. “We’re coming for you.”

Tesla Takedown participants and leaders have repeatedly said that the movement is nonviolent. “Authoritarian regimes have a long history of equating peaceful protest with violence. The #TeslaTakedown movement has always been and will remain nonviolent,” Dallas volunteer Stephanie Frizzell wrote in an email. What violence has occurred at protests themselves seems limited to on-site spats that mostly target protesters.

Donovan herself skipped some protests after receiving death threats and hearing a rumor that she was on a government list targeting disinformation researchers. On X, prominent right-wing accounts harassed her and other Takedown leaders; she says people have contacted her colleagues to try to get her fired.

Then, on the afternoon of March 6, Boston University ecology professor Nathan Phillips was in his office on campus when he received a panicked message from his wife. She said that two people claiming to represent the FBI visited their home. “I was just stunned,” Phillips says. “We both had a feeling of disbelief, that this must be some kind of hoax or a joke or something like that.”

Phillips had attended a Tesla Takedown event weeks earlier, but he wasn’t sure whether the visit was related to the protests or his previous climate activism. So after sitting shocked in his office for an hour, he called his local FBI field office. Someone picked up and asked for his information, he remembers, and then asked why he was calling. Phillips explained what had happened. “They just abruptly hung up on me,” he says.

Phillips never had additional contact from the FBI, but he knows of at least five other climate activists who were visited by men claiming to be from the agency on March 6.

The FBI tells WIRED that it “cannot confirm or deny the allegations” that two agents visited Phillips’ home. Tesla did not respond to WIRED’s questions about the Tesla Takedown movement or Musk’s allegations of coordinated violence against the company.

After the incident, Phillips began searching online for mentions of his name, and he found posts on X from an account that also tagged Joan Donovan and FBI director Kash Patel.

Phillips says that the FBI visit has had the opposite of a chilling effect. “If anything, it’s further radicalized me,” he says. “People having my back and the expression of support makes me feel very confident that it was the right thing to do to speak out about this.”

Organizing for the first time

Mike had attended a few protests in the past but didn’t know how to organize one. He has a wife, three small kids, a house in the suburbs, and a health issue that can sometimes make it hard to think. So by his own admission, his first attempt in February was a mixed bag. It was the San Francisco Bay Area-based Department of Labor employee’s first day back in the office after the Trump administration, spurred by DOGE, had demanded all workers return full-time. He was horrified by the fast-moving job cuts, program changes, and straight-up animus he had already seen flow from the White House down to his small corner of the federal government.

“Attacks on federal workers are an attack on the Constitution,” Mike says. Maybe, he figured, if he could keep people from buying Teslas, that would hurt Elon Musk’s bottom line, and the CEO would lay off DOGE altogether.

Mike, who WIRED is referring to using a pseudonym because he fears retaliation, saw that a Tesla showroom was just a 20-minute walk from his office, and he hoped to convince some coworkers to convene there, a symbolic stand against DOGE and Musk. So he taped a few flyers on light poles. He didn’t have social media, but he posted on Reddit. “I was really worried,” he says, “about the Hatch Act,” a law that limits the political activities of federal employees.

In the end, three federal workers—the person sitting next to him at the office and a US Department of Veterans Affairs nurse they ran into on the street—posted up outside of the Tesla showroom on Van Ness Avenue in downtown San Francisco holding “Save Federal Workers” signs.

Then Mike discovered the #TeslaTakedown website that Alex Winter had built. (Because of a quirk in the sign-up process, the site was putatively operated for a time by the Seattle Troublemakers.) It turned out a bunch of other people had thought that Tesla showrooms were the right places to air their grievances with Trump, Musk, and DOGE. Mike posted his event there. Now the SF Save Federal Workers protest, which happens every Monday afternoon, draws 20 to 40 people.

Through the weekly convening, Mike has met volunteers from the Federal Unionists Network, who represent public unions; the San Francisco Labor Council, a local affiliate of the national AFL-CIO; and the East Bay chapter of the Democratic Socialists of America. As in any amicable custody arrangement, Mike’s group shares the strip of sidewalk outside of the San Francisco Tesla showroom with a local chapter of the progressive group Indivisible, which holds bigger protests on Saturdays. “I’m trying to build connections, meet other community groups,” Mike says. “My next step is broadening the coalition.”

About half of the people coordinating Takedown protests are like Mike, says Evan Sutton, who is part of the national team: They haven’t organized a protest before. “I’ve been in politics professionally for almost 20 years,” Sutton says. “It is genuinely the most grassroots thing that I’ve seen.”

Well into the spring, Tesla Takedown organizers nationwide had held hundreds of events across the US and even the globe, and the movement has gained a patina of professionalism. Tesla Takedown sends press releases to reporters. The movement has buy-in from Indivisible, a progressive network that dates back to the first Trump administration, with local chapters hosting their own protests. At least one Democratic congressional campaign has promoted a local #TeslaTakedown event.

Beyond the showrooms, Tesla sales are down by half in Europe compared to last year and have taken a hit in California, the US’s biggest EV market. Celebrities including Sheryl Crow and Jason Bateman have publicly ditched their Teslas. A Hawaii-based artist named Matthew Hiller started selling “I Bought This Before Elon Went Crazy” car decals in 2023; he estimates he has sold 70,000 anti-Musk and anti-Tesla stickers since then. (There was a “Space X-size explosion of sales after his infamous salute,” Hiller says.) In Seattle, the Troublemakers regularly hold “de-badging” events, where small handfuls of sheepish owners come by to have the T emblems drilled off their cars.

In Portland, Oregon, on a recent May Saturday, Ed Niedermeyer was once again sweating through his shark costume as he hopped along the sidewalk in front of the local Tesla showroom. His sign exhibited the DOGE meme, an alert Shiba Inu, with the caption “Heckin’ fascism.” (You’d get it if you spent too much time on the Internet in 2013.) Honks rang out. The shark tends to get a good reaction from drivers going by, he said. About 100 people had shown up to this Takedown protest, in front of a Tesla showroom that sits kitty-corner to a US Immigration and Customs Enforcement office.

Niedermeyer is a car writer and has spent a lot of time thinking about Elon Musk since 2015, when he discovered that Tesla wasn’t actually operating a battery swapping station like it said it did. Since then, he has written a book, Ludicrous: The Unvarnished Story of Tesla Motors, and documented many of what he claims to be Musk’s and the automaker’s half-truths on their way to the top.

Niedermeyer acknowledges that Musk and Tesla have proven difficult to touch, even by nationwide protests literally outside their doors.

Despite the Seattle cheers during Tesla’s last quarterly earnings call, the automaker’s stock price gained steam through the spring and rose on the news that its CEO would no longer officially work for the federal government. Musk has said investors should value Tesla not as a carmaker but as an AI and robotics company. At the end of this month, after years of delays, Tesla says it will launch a robotaxi service. According to Wall Street analysts’ research notes, they believe him.

Even a public fight with the president—one that devolved into name-calling on Musk’s and Trump’s respective social platforms—was not enough to pop the Tesla bubble.

“For me, watching Musk and watching our inability to stop him and create consequences for this snowballing hype and power has really reinforced that we need a stronger government to protect people from people like him,” says Niedermeyer.

Still, Tesla Takedown organizers take credit for the cracks in the Musk-Trump alliance—and say the protests will continue. The movement has also incorporated a more cerebral strategy, organizing local efforts to convince cities, states, and municipalities to divest from Musk’s companies. They already had a breakthrough in May, when Lehigh County, Pennsylvania, became the first US public pension fund to say it wouldn’t purchase new Tesla stocks for its managed investment accounts.

The movement’s goals may be lofty, but Niedermeyer argues that despite Tesla’s apparent resilience, Musk is still America’s most vulnerable billionaire. And sure, Musk, the CEO of an electric car company, the guy who made himself the figurehead for his automaker and fired his PR team to make sure it would stick, the one who alienated the electric car company’s customer base through a headlong plunge not only into political spending but the delicate mechanics of government itself—he did a lot of it on his own.

Now Niedermeyer, and everyone involved in Tesla Takedown, and probably everyone in the whole world, really, can only do what they can. So here he is, in a shark costume on the side of the road, maintaining the legally mandated distance from the car showroom behind him.

This story originally appeared on wired.com.

Photo of WIRED

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