On Tesla’s Q4/FY2025 earnings call yesterday, Musk mused about the growth rate of its paid robotaxi service, which it launched in Austin this year.
But there’s little evidence that the network is working at the level he claims it is today, and it seems extremely unlikely that it will scale at the rate he claimed either.
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.
Elon Musk admitted on Tesla’s Q4 2025 earnings call today that the company doesn’t have any Optimus robots doing useful work in its factories right now.
This is a striking admission, given that Musk has spent the past two years claiming the opposite.
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.
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.”
Tesla has once again suggested that it has Robotaxis operating in the San Francisco Bay Area, despite the company cannot legally operate autonomous vehicles in the state of California.
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.
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.
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.
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.
The SEC is not letting up on Elon Musk. In a new legal reply filed today, the regulator is asking a federal judge to grant summary judgment and find the Tesla CEO liable for violating securities laws during his 2022 acquisition of Twitter (now X).
With production set to begin later this year, Lucid Motors (LCID) has built the first prototypes for its midsize EV. The new models will start at around $50,000 as Lucid expands into new segments.
Our mid-week Green Deals are being headlined by the official launch of Heybike’s new Villain Electric Dirt Bike at $1,399, and also coming with a $150 gift box of FREE gear for the first 80 orders. We also have a number of Anker eufy security devices at up to 50% off, led by the popular SoloCam S220 Solar Security Camera (and multi-packs) at their lowest prices starting from $50, as well as Anker’s F3000 Portable Power Station coming with 120V generator and EV adapter cables at a $1,199 low. There’s also some new Greenworks and Worx off-season tool lows to jump on, and much more waiting for you below – including EcoFlow’s Disaster Winter Storm Sale + flash sale lineup that all end tonight. And don’t forget the hangover deals at the bottom of the page, like yesterday’s Segway Xyber and Xafari e-bikes down at $3,000 and a $1,800 low, and more.
Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.
A week ago, Elon Musk announced that Tesla had started Robotaxi rides in Austin “with no safety monitor in the car.” The stock jumped 4%. Headlines celebrated the milestone. But since then, not a single rider has reported actually getting one of these unsupervised rides.
The announcement came on January 22, just days before a major ice storm hit Austin and, conveniently, less than a week before Tesla’s Q4 2025 earnings report today.
The service has started back since then, but no one is getting the “unsupervised” rides.
It’s been a big week for humanoid robots with a first-ever humanoid to directly connect to a low-Earth orbit satellite from one firm and plans announced to launch a robot into space by another. It seems like the robot space race is on – and China is winning.
Tesla’s brand value collapsed by $15.4 billion in 2025, marking the third consecutive year of decline, according to new research from Brand Finance. The company’s recommendation score in the U.S. has plummeted to just 4.0 out of 10, down from 8.2 just over two years ago.
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