Tesla

Tesla, tracked daily and without fandom: real sales numbers by market, the robotaxi rollout as it actually happens, Cybertruck's supplier drama, and where Tesla stands against BYD.

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Tesla · Cybertruck

Tesla Scraps Cybertruck for Australia, NZ, Refunds Deposits

Tesla emailed Australian and New Zealand Cybertruck reservation holders on October 23 that the truck is cancelled there. Deposits come back in full.

Damien KestelooOct 233 min read

Roadster

Tesla's Fan-Free Roadster Can't Beat 2.1 Seconds to 60, Engineer Finds

Engineering Explained ran the numbers on the Tesla Roadster's wall ride, kickflip and 0.81-second launch and called all three legit. One claim failed.

Haye KestelooOct 23

White Tesla Model Y photographed head-on in a dark studio with its headlights on

Financing

Tesla Raises Model Y APR to 2.49%, Its Fourth Hike Since August

Tesla raised Model Y financing to 2.49% APR on October 22, its fourth hike since August 1, a day after claiming its largest backlog in four years.

Haye KestelooOct 23

Two gold Tesla Cybercabs with Texas plates driving down a tree-lined Austin street as people film them from the sidewalk

Earnings

Tesla Cuts 2026 Capex to $20B as SpaceX Spends $19.6B in One Quarter

Tesla cut its 2026 capex forecast to about $20 billion and posted $1.53 billion of free cash flow, a day after Musk said SpaceX merger committees had formed.

Haye KestelooOct 22

Model 3

Tesla Model 3 Cannonball Math: 16 Charging Stops Beat 10 by 15 Hours

A Model 3 at 56 mph used 37% less energy than at 87 mph. EVXL ran both across the 2,816-mile Cannonball on Superchargers. The fast car won by 15 hours.

Haye KestelooOct 21

Black and white California Highway Patrol Dodge Charger parked in front of a CHP helicopter

Full Self-Driving

Tesla Driver Says He Slept Through an FSD Crash Into a CHP Cruiser

A 22-year-old told CHP he slept with Full Self-Driving on as his Tesla hit a patrol car on I-80, hurting two officers. CHP says no law names the offense.

Haye KestelooOct 20

Elon Musk in a dark jacket and open white shirt holding a microphone and speaking in front of a blue Baron Funds backdrop

Musk Pay

Tesla Puts Musk's 2025 Pay at $158 Billion. He Realized $0

Tesla reports Musk's 2025 pay as $158.4 billion in stock awards. $26 billion was forfeited in April, no tranche is earned, and realized pay is $0.

Haye KestelooOct 20

Silver Tesla Model Y driving along a two-lane road past a blurred rocky hillside

Rebates

California Hands Out 12,000 EV Rebates. Tesla's Share Lasted 5 Days

California's MyFirstEV rebate reached nearly 12,000 first-time buyers in ten weeks. Tesla's allocation ran dry after five days of orders in August.

Haye KestelooOct 19

The crown

BYD retook the global EV sales lead from Tesla in Q2 2026 — with quarterly sales that themselves shrank 8%

Robotaxi, actually

Cybercabs surfaced in Charlotte — the Giga Texas production pile's first visible destination

Bright spots

Tesla posted its best June ever in the UK as EVs took 30% of that market

The long wheelbase play

Model Y Long Wheelbase arrived in the US at $61,990 — the six-seater answer to family-SUV money

Tesla is EVXL’s largest single beat, and we cover it the way the numbers deserve: without fandom, without doom, market by market.

The defining story of 2026 is the crown changing heads: BYD retook the global EV lead with quarterly sales that shrank 8% — a race of managed declines at the top of a growing market. Tesla’s answer is uneven by geography: a best-ever June in the UK as EVs hit 30% share, softer numbers elsewhere, and product stretched to hold families — the Model Y Long Wheelbase at $61,990.

The robotaxi program has left the slideware phase: Cybercabs surfaced in Charlotte, giving the Giga Texas pile its first visible destination. The messier corners get covered too: Cybertruck tooling sits with a supplier that just lost a $30 million appeal, and the Boring Company’s Vegas Loop finally put real numbers on the table.

The competitive frame lives on the BYD and China desks, and the disclosure trail on the SEC desk. Every Tesla story lands in the feed below.

Is Tesla still the biggest EV maker?

By quarterly sales, no — BYD retook the global crown in Q2 2026, and the sharper point is that it did so with sales that themselves shrank 8%. The race is now two companies managing decline against each other in a market that keeps growing underneath them.

Is the Tesla robotaxi real?

Increasingly, visibly: Cybercabs have surfaced in Charlotte, the first public destination for the vehicles piling up at Giga Texas. Scale and economics are the open questions, and we report the numbers as they surface rather than the promises.

How are Tesla sales actually doing?

Uneven by market, which is why single-number takes mislead: a best-ever June in the UK with EVs at 30% share, softer results elsewhere, and a product line being stretched — the $61,990 long-wheelbase Model Y — to hold families who would otherwise leave.

Tesla

Every Tesla story, before anyone else has it.