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…
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…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing…
Five months ago, Elon Musk called Dojo an “evolutionary dead end” and disbanded the entire team. Now he wants to put it in orbit. The whiplash is real. Over the long weekend, Musk announced on X that Tesla aims to…
Federal prosecutors just secured their first Tesla-related arson conviction without going to trial, and the five-year mandatory minimum sentence sends a clear signal about how seriously the Department of Justice is treating attacks on the electric vehicle maker. But behind…
The electric vehicle revolution runs on cobalt, and a devastating new book exposes exactly whose hands dig it out of the ground. “The Elements of Power” by New Yorker journalist Nicolas Niarchos traces the battery supply chain from Congolese mines…
Mary Barra just said the quiet part out loud. At the New York Times Dealbook Summit on Wednesday, the GM CEO revealed she privately told President Biden that Tesla and Elon Musk deserved the credit he was heaping on her…
We’ve been tracking the accelerating exodus of Chinese tech companies from U.S. markets, and today’s news confirms another major defection. Momenta, the autonomous driving startup powering self-driving systems for BMW, Mercedes-Benz, and Toyota, has confidentially filed for a Hong Kong…
The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric…
New York State officials are frustrated with Tesla after two years of lease renegotiations for the taxpayer-funded Buffalo factory hit another wall when Elon Musk abruptly killed the AI supercomputer project that was central to the pending deal. The state…
Lucid Motors just dropped the price of its critical SUV to under $80,000, but for buyers hoping for a federal subsidy, the timing couldn’t be worse. Lucid Group (NASDAQ: LCID) officially launched the Lucid Gravity Touring on Thursday with a…
Swedish battery-electric truck startup Einride has sued Danish logistics giant Maersk over a collapsed deployment deal that was supposed to put 300 zero-emission trucks on American roads but instead became the latest casualty of the post-subsidy EV market collapse. The…
