Elon Musk’s ‘5x Value’ Self-Driving Math Has a Fatal Economic Flaw
I keep seeing Elon Musk’s 2022 Baron Conference clip resurface on X, where he explains why Tesla is a better investment than Mercedes-Benz using “net present value of future cash flows.” The same argument he made at the March 2025…
Deloitte Survey Reveals Incentives Rank Dead Last Among EV Purchase Motivations
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…
Ford Promises Level 3 Autonomy on $30K EV While Taking $19.5 Billion in Writedowns
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…
Caterham Project V Rejects Everything Modern EVs Stand For – And That’s the Point
I’ve been covering electric sports car announcements for years, and they all sound the same: massive battery, blistering charging speed, tablet-sized touchscreen, skateboard platform. Caterham’s Project V, which just made its U.S. debut at CES in Las Vegas, deliberately ignores…
Rivian Q4 Deliveries Plunge 31% as Wall Street’s Bull-Bear Civil War Exposes R2 Survival Stakes
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…
Tesla Loses Global EV Crown to BYD While Stock Hits All-Time Highs
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…
Tesla Sales Slide Signals Buyers Are No Longer the Priority
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…
Lucid’s 18-Month Cash Runway: What Buyers Need To Know About The Saudi Safety Net
I’ve been tracking Lucid’s financial situation all year, and a Motley Fool analysis this week crystallized what prospective buyers need to understand: the company that makes arguably the best-engineered electric vehicles on the road has roughly 18 months of confirmed…
DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
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…
Tesla Diner Hits 80,000 Burgers, Proving Supercharger-As-Destination Actually Works
Tesla just validated its most unusual bet: turning Supercharger stops into lifestyle destinations. The company’s Hollywood Diner has now sold over 80,000 burgers since opening in July 2025, generating $1.08 million in revenue according to Tesla’s 2025 year-end recap shared…
Tesla Hits 9 Million Vehicles as Shanghai Builds Faster Than the World Wants to Buy
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,…
Tesla’s $2.9 Billion Battery Deal Collapses to $7,386, Confirming 4680 Program Failure
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…
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