BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market
China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four…
Tesla’s $70 Billion Solar Gamble: Morgan Stanley Puts a Price Tag on Musk’s Biggest Promise
Morgan Stanley just did what Tesla hasn’t: put a real number on the 100-gigawatt solar bet we warned readers about four days ago. The answer is somewhere between $30 billion and $70 billion. For context, Tesla’s entire capital expenditure budget…
Tesla vs. UNECE: New UN Autonomous Driving Rules Help Everyone, Including China’s BYD and Xpeng
The UN just adopted a draft global regulation for self-driving cars. Tesla fans are celebrating. They probably shouldn’t be, at least not yet. The UNECE regulation replaces prescriptive rules with outcome-based validation The new regulation, adopted by the GRVA at…
Tesla Board Member Kimbal Musk Linked to Epstein’s ‘Girls’ in DOJ Emails, Adding to Governance Crisis
The emails between Kimbal Musk and convicted sex offender Jeffrey Epstein read like something no publicly traded company’s board member should have in their history. Bloomberg reported today that newly released DOJ documents show the longtime Tesla director was connected…
Tesla’s Fourth Sales Chief In 18 Months Comes From Its Worst-Performing Region
Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands…
Tesla’s Giga Berlin Files Criminal Complaint After IG Metall Rep Caught Recording Internal Meeting
Tesla’s Grünheide factory manager just escalated the company’s war with Germany’s most powerful industrial union to a new level. André Thierig, the plant director at Giga Berlin, says an external IG Metall representative was caught secretly recording an internal works…
GM Poaches Lucid’s Strategy Chief, Replacing a Tesla Exec Who Lasted Two Years
General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join…
Tesla Semi vs. Competitors With Trucks Ready Now: California’s $165 Million Voucher Gamble Backfires on the EV Trucking Industry
California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck…
Tesla Locked Out of India-US Trade Deal That Hands Harley-Davidson Zero Tariffs
India has protected its auto market with tariffs ranging from 70% to 110% for decades. Today, New Delhi agreed to slash those barriers for American gas-powered cars and motorcycles. Electric vehicles got nothing. For Tesla, which has spent nearly three…
Stellantis Takes $26 Billion Hit to Abandon EV Strategy, Following Ford and GM in Detroit’s $53 Billion Retreat
Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges,…
BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest…
Tesla FSD v14 Drove a Man to the ER During a STEMI Heart Attack. His Son Controlled the Route From Miles Away
The Tesla app’s “Share Destination” feature was never designed for medical emergencies. But on November 15, 2025, at 3:50 AM on a dark stretch of I-20 in Georgia, that’s exactly how Jack Brandt’s family used it. His father was behind…
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