Electrek

Tesla is committing automotive suicide

2 months ago

Tesla’s Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker.

In a single call, Tesla announced it’s killing the Model S and Model X, has no plans for new mass-market models, and is pivoting entirely to “transportation as a service.” The company that revolutionized the auto industry is walking away from it, not because it failed, but because Elon Musk got bored and found new toys.

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Fred Lambert

How fake UL-certifications lead to Amazon’s major Chinese e-bike lawsuit

2 months ago

Years ago, UL certification was a niche detail in the e-bike industry, often buried deep in spec sheets if it was there at all. But today, it’s one of the most important labels in the entire e-bike industry – and now, it’s at the center of a major lawsuit involving counterfeit safety marks, Chinese manufacturers, and the world’s largest online retailer.

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Micah Toll

Musk says unsold Cybertrucks could be used for cargo delivery: why it won’t work

2 months ago

On today’s Tesla Q4 earnings call, Tesla CEO Elon Musk responded to a question about Cybertruck’s failed design by stating that Cybertrucks could be used for intra-city autonomous deliveries.

But that betrays a simple misunderstanding of how shapes work – and why the Cybertruck has not become accepted as the hyper-utility vehicle that it was originally marketed as.

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Jameson Dow

Elon Musk kills Tesla Model S and Model X because of ‘autonomy’

2 months ago

Tesla will discontinue the Model S and Model X by the end of Q2 2026, CEO Elon Musk announced during the company’s Q4 2025 earnings call today.

The decision marks the end of an era for Tesla’s flagship vehicles, the Model S launched in 2012 and the Model X in 2015.

Musk’s reason: “Autonomy.”

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Fred Lambert

Tesla puts 4680 battery cells back in Model Y; Here’s why

2 months ago

Tesla has started building Model Y battery packs with its in-house 4680 cells again, more than two years after pulling the plug on the original 4680-equipped Model Y to prioritize Cybertruck production.

But this time, the motivation isn’t revolutionary battery tech. It’s tariffs. And also, Cybertruck’s poor sales mean the program doesn’t consume many batteries.

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Fred Lambert

Tesla discloses ‘FSD subscriber’ count for the first time: 1.1 million

2 months ago

For the first time ever, Tesla has revealed how many people are actually paying for Full Self-Driving. The answer: 1.1 million, roughly 12% of its cumulative vehicle sales.

The disclosure came in Tesla’s Q4 2025 earnings report, where the company revealed “Active FSD Subscriptions” as a new metric. The number includes both upfront purchases and monthly subscribers, but excludes free trials.

Update: Tesla has since added a critical piece of information: 1.1 million “subscribers” actually includes people who bought the FSD package outright, which accounts for 70% of that number.

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Fred Lambert

Tesla invests $2 billion in Elon Musk’s xAI cash furnace

2 months ago

Tesla disclosed in its Q4 2025 earnings report that it has invested $2 billion in xAI, Elon Musk’s private AI company. The investment comes while Tesla shareholders are actively suing Musk for breach of fiduciary duty over his founding of xAI in the first place.

You can’t make this up.

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Fred Lambert

Tesla (TSLA) releases Q4 2025 financial results: slight beat on earnings

2 months ago

Tesla (TSLA) released its financial results and shareholders’ letter for the fourth quarter (Q4) 2025 and full-year 2025 after market close today.

We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.

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Fred Lambert
Checked
18 hours 26 minutes ago
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