In one night, three key executives of Tesla left, and the Model 3, Model Y, and Cybertruck simultaneously lost their heads!

Within 24 hours of the official announcement of the departure of the Tesla Cybertruck project leader, another "general" announced their exit.

On November 11, Reuters reported that Tesla Model Y project manager Emmanuel Lamacchia announced his resignation.

It is worth mentioning that the Tesla Cybertruck project leader has also served as the head of the Model 3 project since last summer.

In other words, Tesla's Model 3/Y and pickup product lines have both lost their respective "soul figures."

Emmanuel Lamacchia expressed his feelings about the past few years in a post on LinkedIn:

From leading the introduction of Model 3 and Model Y (NPI) to becoming the project leader of the world's best-selling car Model Y, it has been a "remarkable journey."

Coincidentally, the project leaders of Cybertruck and Model Y have both worked at Tesla for 8 years.

In the past year, Tesla has lost several senior project leaders, including David Zhang, who managed the Model S/X projects, and Daniel Ho, who was responsible for the launch of Model 3...

In June of this year, foreign media reported that Omead Afshar, the operations director responsible for Tesla's North America and Europe, was fired by Musk.

As of now, Musk has not responded on public social media platforms such as X.

However, from the outside perspective, the successive departures of several core executives at Tesla are partly due to pressure on the automotive business and partly related to "All in AI."

Taking the Tesla Cybertruck as an example, as of September 2025, the global cumulative delivery of Cybertruck is 46,000 units, with approximately 4,300 units delivered in the second quarter of 2025, a year-on-year decrease of 50.8%.

Musk had previously set an internal target of producing 250,000 Cybertrucks by 2025, but this does not align with market performance and delivery volumes.

The Model Y, as a major "cash cow" for Tesla's automotive business, remains the pure electric sales champion in multiple markets. Combined with Tesla's 2024 annual report, approximately 2.9 million units have been delivered globally Behind the hot sales, Model Y also has concerns.

For example, in the Chinese market, according to data from the China Passenger Car Association, Tesla's retail sales in China in the first half of 2025 are expected to be 207,200 units, almost flat compared to the same period in 2024, with a slight decline of 0.3%.

Specifically comparing, H1 2021 saw a year-on-year growth of 119%; H1 2022 saw a year-on-year growth of 301%; H1 2023 saw a year-on-year growth of 10%.

Although Model Y remains the best-selling single model, the overall growth rate has slowed down, and there was even a decline for the first time in the same period of 2025.

Looking globally, Tesla's sales in the first quarter of this year fell by 13% year-on-year, and in the second quarter, it fell by 13.5%. According to the third-quarter financial report, Tesla achieved a rebound in delivery volume thanks to new vehicles and the tapering of subsidies.

To continuously stimulate car purchase demand, Tesla launched a lower-priced "basic version" Model Y.

However, the outside world is not optimistic about such a low-cost model, at least the Chinese market holds a pessimistic view of this car.

The tapering of subsidies has prematurely exhausted the car purchase demand for the fourth quarter and beyond, and relying solely on "cheap version" models and customized models is unlikely to enable Tesla's sales to achieve a short-term turnaround.

Musk also candidly told investors during the second-quarter earnings call, "Buckle up, the next few quarters may be difficult, and we need to be prepared before things improve."

The so-called "preparation" is probably not about continuing to push the automotive business upward, but rather about Optimus and Robotaxi.

Not long ago, Musk's trillion-dollar compensation plan was approved, backed by a "grand blueprint" for robots and autonomous driving.

According to Musk, in April next year, Cybercab will enter mass production, without a steering column, pedals, etc., capable of producing one vehicle every 10 seconds.

At the shareholder meeting, the most emphasis was placed on robots, and Musk believes that the future will see demand in the billions.

Whether Musk can achieve the goal of the trillion-dollar compensation plan remains to be seen.

However, it is clear that Tesla's business focus is gradually shifting away from the automotive business, and the successive departures of several automotive executives may be a signal of this.

Currently, executives for multiple projects such as Model 3/Y and Cybertruck are in a "vacant position" status.

Do you think Tesla's automotive business has a chance to continue "climbing"? Feel free to share your views in the comments.

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