News, deep dives, and analysis — every Texas story, newest first.
Tesla faces a $43.9 billion shift in free cash flow expectations, yet its stock remains resilient at 178x forward earnings. We break down the Q1 2026 delivery miss, the $20 billion AI capex cycle, and why the valuation disconnect is reaching a breaking point.
California’s top ride-hailing regulator confirmed Tesla’s “Robotaxi” service holds only a limousine permit and is exempt from all autonomous vehicle reporting requirements.
Elon Musk unveiled Tesla and SpaceX‘s “Terafab” chip manufacturing project on the night of March 21, 2026, at a theatrical event inside Austin’s defunct Seaholm Power Plant — light beams shooting into the sky, Texas Governor Greg Abbott in the audience — and walked away without giving a construction timeline or confirming how the estimated…
Tesla officially launches the Terafab project to manufacture AI5 chips domestically. Elon Musk warns of a critical chip supply shortage by 2029, prompting Tesla to move toward semiconductor independence.
The DOT and FAA have selected 8 projects across 26 states to integrate electric air taxis into commercial airspace. Discover which aircraft, including Archer, Joby, and Wisk, will begin operational cargo and passenger trials by summer 2026.
Eight months after Tesla filed its application with Great Britain’s energy regulator, the answer is yes. Tesla Energy Ventures Ltd. received an electricity supply license from Ofgem on Wednesday, March 12, 2026, effective at 6 p.m. local time according to Bloomberg. The license covers England, Scotland, and Wales, giving Tesla the legal standing to sell…
Three robotaxi CEOs will sit across from federal regulators on Tuesday. One conspicuously prominent company will not be at that table. According to Reuters, the National Highway Traffic Safety Administration holds its National AV Safety Forum on March 10 in Washington, D.C., a day-long session at USDOT Headquarters that will feature a fireside chat between…
The Cybercab gets the stage time. The Optimus robot gets the press releases. But a shipping-container-sized battery called the Tesla Megapack is quietly generating the cash flow that keeps the rest of Musk’s ambitions alive. That’s the core argument in “Tesla’s Secret Weapon Is a Giant Metal Box,” a new piece by Andrew Moseman published…
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