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Five years ago, Elon Musk told Tesla owners their Full Self-Driving software would be worth “somewhere in excess of $100,000” once regulatory approval arrived. Yesterday, he announced Tesla will stop selling FSD entirely after February 14, forcing everyone onto a $99 monthly subscription. The appreciating asset just became a perpetual rental fee. For the thousands…
I’ve been tracking Ford’s EV pivot for over a year now, and today’s CES announcement is either the most ambitious course correction in automotive history or another promise the company can’t keep. Ford says it will bring Level 3 eyes-off driving to a $30,000 electric pickup truck in 2028. That’s the same company that just…
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…
I’ve been tracking the pattern of private money reshaping police technology for over a year now. When Las Vegas Sheriff Kevin McMahill announced back in February that “anonymous donors” had gifted his department a fleet of Tesla Cybertrucks, I had a pretty good idea who was behind it. Now, thanks to public records obtained by…
Waymo seeks $15B+ at ~$100B valuation - double its 2024 price. With 450K weekly driverless rides, it shows what real autonomy is worth vs. Tesla's promises.
Waymo’s robotaxis now shuttle employees to and from San Francisco International Airport without a human driver. Why it matters: This Phase 2 milestone puts Waymo one step closer to offering public robotaxi service at the Bay Area’s busiest airport. The Details By The Numbers EVXL’s Take Waymo’s SFO expansion represents the company’s methodical approach to…
Consumer Reports places Tesla at the bottom of its 26-brand used-car reliability rankings. Why it matters: Buyers shopping for 5-10 year old Teslas now face the worst long-term dependability scores in the industry. The Details By The Numbers Bottom Five (Used-Car Reliability): Top Five (Used-Car Reliability): New-Car Reliability (Tesla vs. Rivian): EVXL’s Take The timing…
Tesla’s Robotaxi app is now available for download across 12 countries and regions, expanding far beyond its original U.S.-only launch. Why it matters: The move signals Tesla is building international infrastructure ahead of its planned global autonomous ride-hailing rollout. The Details By the Numbers EVXL’s Take This international app rollout is classic Tesla: building hype…
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