Two Tesla executives departing from headquarters with Cybertruck and Model Y vehicles in view, symbolizing leadership changes amid sales slowdown and shift to AI.
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Tesla's Cybertruck and Model Y leaders depart on same day

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Two key Tesla executives, Siddhant Awasthi and Emmanuel Lamacchia, announced their departures from the company on November 10, 2025, after eight years each. Awasthi led the Cybertruck and Model 3 programs, while Lamacchia oversaw the Model Y, Tesla's best-selling vehicle. The exits add to a series of high-profile departures amid slowing sales and a strategic shift toward AI and robotics.

Siddhant Awasthi, who joined Tesla as an intern in 2017, rose to become program manager for the Cybertruck in September 2022 and took on the Model 3 role in July 2025. In a LinkedIn post, he described his tenure as 'a thrilling journey' involving the Model 3 ramp-up, Giga Shanghai development, and Cybertruck delivery, calling his departure 'one of the hardest decisions of my life.' He expressed confidence in Tesla's future, noting 'exciting growth on the horizon' following the recent shareholder approval of Elon Musk's potential $1 trillion pay package.

Hours later, Emmanuel Lamacchia announced his exit after nearly eight years, having served as Model Y vehicle program manager for four years and seven months. Lamacchia highlighted leading the 'All-New Model Y launch,' converting four factories across three continents in two weeks—a feat he said had never been done in the auto industry. Under his watch, the Model Y became the world's best-selling vehicle for two years, with over 1 million units delivered globally last year.

These back-to-back announcements mark the second and third major vehicle program losses in 2025, following earlier exits like Daniel Ho (Model 3) and David Zhang (Model S/X). Tesla has seen broader turnover, including Omead Afshar (sales and manufacturing), Troy Jones (North America sales), and Milan Kovac (Optimus team). The company faces challenges: Cybertruck sales dropped 38% year-to-date to 16,097 units through Q3, far below Musk's 250,000 annual target, amid multiple recalls, including 63,000 vehicles for overly bright front lights in October and 46,000 for detaching panels in March. Tesla's Q3 profit fell 37% to $1.4 billion despite a delivery surge before the $7,500 U.S. EV tax credit expired on September 30. Analysts expect a Q4 sales slump, though shares rose 3.7% to $445.23 on November 11 amid the news.

사람들이 말하는 것

Reactions on X to the departures of Tesla executives Siddhant Awasthi and Emmanuel Lamacchia are mixed: neutral news shares highlight their contributions to key programs, Awasthi's farewell post reflects positively on his Tesla journey, while skeptical and negative sentiments tie the exits to Tesla's challenges including slowing sales, recalls, and a shift to AI focus.

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Realistic photo illustration of Tesla Cybertruck and Model Y vehicles outside headquarters, with empty desks and resignation letters representing the program managers' departures amid shift to AI and robotics.
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Tesla's Cybertruck and Model Y program managers resign

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Siddhant Awasthi, who led Tesla's Cybertruck and Model 3 programs, announced his departure after eight years with the company. Hours later, Emmanuel Lamacchia, the Model Y program manager, also confirmed he was leaving after nearly eight years. The exits add to a series of senior departures amid Tesla's shift toward AI and robotics.

Tesla announced in its Q4 2025 earnings call that it will cease production of flagship Model S (2012) and Model X (2015) by end-June 2026, redirecting low-utilization Fremont factory capacity to produce up to 1 million Optimus humanoid robots annually and Cybercab autonomous taxis starting H1 2026. CEO Elon Musk termed it an 'honorable discharge' for the legacy models, which saw ~30,000 deliveries in 2025 (~2% of total), signaling a pivot to AI, robotics, and full autonomy amid the company's first annual revenue decline and EV competition.

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Tesla's Model Y has been confirmed as the world's best-selling car for the third consecutive year. The announcement came amid a series of end-of-year social media posts from Tesla and its executives, highlighting various achievements and upcoming developments. These updates reflect on 2025 progress and optimism for 2026.

Following the previously reported sharp US sales drop, Tesla saw further declines in November 2025 across the UK (19% fall), Europe (30%), and China (6%), driven by fierce competition from BYD, an aging product lineup, Cybertruck recalls, and CEO Elon Musk's polarizing image.

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Cox Automotive data shows Ford's F-150 Lightning topped US electric pickup sales in 2025 with 27,307 units, outselling Tesla's Cybertruck (20,237 units) despite Ford's discontinuation of the model. The segment fell 15.6% to 90,019 units overall, hit by the end of federal tax credits, high prices, and quality issues.

Tesla's Cybertruck sales fell 38% in the first nine months of 2025 amid ongoing demand challenges, exacerbating the prior reduction of a $2.9 billion cathode supply deal with L&F to just $7,000. The latest figures underscore production hurdles for the 4680 battery cells and the recent departure of Cybertruck program head Siddhant Awasthi.

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Tesla is set to release its third-quarter 2025 earnings on October 22, following record vehicle deliveries of 497,099 units. The report comes amid analyst expectations of a more than 20% year-over-year profit drop, driven by price cuts and expiring EV tax credits. Investors will scrutinize margins and updates on AI and robotics from CEO Elon Musk.

 

 

 

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