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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…

Tesla Model 3 Standard Launches in Europe at €37,970 as Chinese Rivals Close In
Tesla

Tesla Europe Sales Collapse: Market Share Halves as Chinese Rivals Surge

I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
F-150 Lightning

EV Transition ‘Unraveling’? No, Legacy Automaker Strategies Are Failing

I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Elon Musk

Musk Claims FSD Unsupervised ‘Pretty Much Solved,’ Robotaxi Without Safety Monitors In 3 Weeks

Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs EVXL’s Take…

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