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I’ve been documenting the collapse of Western automakers’ China EV strategies for over a year, but the 2025 final numbers are worse than even I expected. Chinese brands now control nearly two-thirds of the world’s largest car market, and the foreign automakers who once dominated are either fleeing or writing off billions in failed EV…
I’ve spent the past year documenting what happens when you build an industry on government subsidies. Now we have the data to prove what we suspected all along: the $7,500 federal tax credit never drove genuine EV demand. Deloitte’s 2026 Global Automotive Consumer Study, released today, surveyed more than 28,500 consumers across 27 countries between…
I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…
I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an EV in 2026, that’s the most important signal in this entire earnings preview. Tesla is…
ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…
Tesla’s 9 millionth vehicle—a white Model Y—rolled off the line at Giga Shanghai today, and the timing says everything about where this company stands heading into 2026. The milestone took just 207 days to reach from the 8 millionth car, which was an Ultra Red Model Y produced at Giga Berlin on June 6, 2025.…
We’ve been tracking Tesla’s 4680 battery saga since Elon Musk unveiled it at Battery Day in 2020, promising it would enable a $25,000 EV within three years. Five years later, we have the clearest evidence yet that those promises have collapsed: a $2.9 billion supply deal reduced to $7,386. That’s not a typo. That’s a…
I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…
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