Tesla’s California “Robotaxi” Is a Limo Service, State Regulator Confirms
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.
Cybercab
Tesla Megapack Is the Real Business Holding the Company Together While Cybercab and Optimus Chase Headlines
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…
Giga Texas Under Fire: Lawsuit Claims Tesla Ignored Shooter’s Violent History
The Austin mass shooting that killed three people and wounded more than a dozen on March 1 has now drawn Tesla into a civil lawsuit — one that alleges the company ignored warning signs about the gunman’s behavior long before…
Elon Musk on Trial for Twitter Fraud: Why Every Tesla Investor Should Be Watching
Elon Musk took the witness stand Wednesday in San Francisco federal court — wearing a black suit and tie, not a Tesla hoodie — to defend himself in a class-action securities fraud trial brought by former Twitter shareholders. The case…
Tesla Warns Giga Berlin Workers: No Union Control, No Expansion
There is a specific kind of pressure that only works if the audience believes the threat is real. Elon Musk applied it this week at Giga Berlin, where workers vote March 2–4 on whether IG Metall takes control of the…
Tesla Cybercab Production Ramps at Giga Texas With Six Units in Crash Testing and Molds on Site
Six Cybercabs are currently being destroyed so that more can be built. That detail — six units simultaneously in crash testing — is the clearest signal yet that Tesla’s production ramp for the Cybercab at Giga Texas is moving on…
Tesla’s Cybercab Program Manager Quit the Day After the First Unit Rolled Off the Line
The man who led the development of Tesla’s Cybercab from concept to first production unit just walked out the door. Victor Nechita, who held the title of Vehicle Program Manager for the Cybercab, announced on LinkedIn that he’s leaving Tesla…
Tesla’s 100 GW Solar Bet vs. America’s 3.2 GW Reality: Why Musk’s Biggest Promise Yet Should Worry Investors
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing…
Tesla Q4 2025 Earnings: Profits Fell 61% But Wall Street Focuses On What Comes Next
Tesla beat Wall Street expectations on earnings and margins in Q4 2025, even as net income dropped 61% and annual profit fell to less than a third of its 2022 peak. Investors shrugged off the decline and pushed shares higher…
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…
Tesla RoboTaxi Impresses Wall Street: TD Cowen Reaffirms $509 Target After 40-Mile Test
TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this…
‘Big Short’ Investor Michael Burry Calls Tesla Stock ‘Ridiculously Overvalued’
Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct…