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After years of promising that Full Self-Driving would become an “appreciating asset,” Tesla just admitted the opposite by killing the $8,000 purchase option entirely. CEO Elon Musk announced on X early this morning that Tesla will stop selling FSD as a one-time purchase after February 14, 2026, forcing all future buyers into subscription-only access at…
Cox Automotive’s Q4 2025 Kelley Blue Book EV Sales Report landed this morning, and while the headline numbers look familiar, the underlying story is anything but. Tesla’s Model Y and Model 3 still dominate the top two positions, but the real drama unfolds when you compare the first nine months of 2025 to Q4. The…
After a million people watched Jason Fenske document his frustrating Lucid Air ownership experience, Lucid didn’t just apologize. They gave the Engineering Explained host an insider preview of their entire 2026 recovery plan. The reveal includes UX 3.0, a complete user interface overhaul coming in early fall 2026, plus vehicle-to-home backup power that doesn’t require…
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 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 been tracking Rivian’s post-tax credit reality for months, and the Q4 numbers confirm exactly what we predicted: without $7,500 in federal subsidies propping up demand, Rivian can’t move R1s off the lot. But here’s what makes this story different from the typical “deliveries miss” coverage: Wall Street is now in open warfare over whether…
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…
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…
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