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Elon Musk's '5x Value' Self-Driving Math Has a Fatal Economic Flaw
Elon Musk

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 All-Hands meeting when Tesla stock was down 40%: “It’s very difficult for people in the…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Elon Musk

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 computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Elon Musk

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 collapsed: a $2.9 billion supply deal reduced to $7,386. That’s not a typo. That’s a…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Mexico

China’s EV Exports Surge 87% Globally, But the Real Story Is the 2,367% Explosion to Mexico

I’ve been tracking the “Chinese EV Invasion” narrative for years now, and this new data from China Customs finally reveals exactly how it’s playing out: not through US ports, but through America’s southern border. While mainstream coverage focuses on the headline 87% year-over-year surge to 199,836 EVs exported globally in November, the number that matters…

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500
Fiat

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500

Fiat will bring its ultra-compact Topolino EV to the United States in Spring 2026, CEO Olivier Francois announced at Miami Art Week. Why it matters: The tiny EV costs just $11,500 in Europe, but US regulations may limit it to low-speed neighborhood roads. The Details Topolino Specs EVXL’s Take The Topolino arrives as Europe actively…

Tesla FSD Free Trial Hits 1.5 Million Owners: The $148 Million Conversion Gamble
Tesla

Tesla FSD Free Trial Hits 1.5 Million Owners: The $148 Million Conversion Gamble

Tesla is rolling out a free 40-day trial of its Full Self-Driving (Supervised) V14 software to approximately 1.5 million HW4-equipped vehicles across North America. The trial, which began November 29, 2025, expires January 8, 2026, covering the entire holiday travel season. We’ve been tracking Tesla’s FSD push all year, and this is the company’s most…

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