Vehicle Sales
Stellantis’ German BEV horror show
The Amsterdam-headquartered conglomerate joins Renault and Tesla in Teutonic turmoil
Tesla
Tesla is the original and most successful e-mobility company. Beginning with the Roadster, moving onto the Model S, X, 3, and Y; Tesla continues to produce market-leading EV's Tesla's market cap has grown to dwarf incumbent OEMs through advantaged gigafactory production and software excellence. https://www.tesla.com
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Vehicle Sales
Pepsi starts deliveries of largest Semi order
The food and drink heavyweight is increasing its BEV fleet
Tesla
Tesla adds FSD supercomputing capacity at Giga Texas
Musk confirms capacity expansion for FSD training but Dojo progress in unclear
Tesla
Opinion: Musk's $500mn supercharger promise leaves more questions than answers
Musk insists Tesla is not abandoning charging, but meagre spending plan still likely signals a cutback
Corporate Strategy
Opinion: why Motional's pivot bodes ill for Tesla
AD technology in relevant sectors, not robotaxis, is likely the short-to-medium-term play
Charging and Grid
Tesla charging cuts threaten US network buildout
Musk signals slower NACS growth as US EV industry may rue its overreliance on Tesla's charging dominance
Vehicle Sales
Tesla Semi set for 2026 commercial debut
The e-truck is finally due to exit development and become available for sale
Corporate Strategy
Tesla investment case lies in AI and robotics – Musk
While Tesla valuation has long given credence to future AI prospects, Musk signals a decisive shifting of priorities at the firm
Tesla
Less ambitious Model 2 set to come earlier
Unboxed production might come eventually. But next Tesla vehicles will be more incremental than revolutionary
Tesla
Tesla's AD without sales volume vision fails to compel – analyst
Autonomy looks more attractive as an optionality, not a core business, Deutsche Bank says
Policy and Regulation
Tesla trying to ‘force non-existent opportunity’ on AD
Warning that the BEV heavyweight may be barking up the wrong tree on self-driving passenger vehicles
Elon Musk
Tesla board recommends $56bn Musk compensation deal
Proposed pay for the CEO was deemed unlawful in February
Corporate Strategy
Tesla 'efficiency' drive confounds analysts
EV leader faces the more pressing problem of a delayed product renewal and Musk's autonomy tunnel vision