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Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team - Morgan Stanley Analyst Calls Tesla's xAI Investment Proposal A "Testing Of The Waters" For Deeper Musk Empire Integration
Tesla

Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team

We’ve been tracking Tesla’s talent struggles all year, and this weekend’s announcement flips the script entirely. Yilun Chen, who spent nearly four years building Apple’s robotics and autonomous systems capabilities, has joined Tesla’s Optimus AI team, calling humanoid robots “the ultimate dream of our generation.” The move, announced on X on November 30, has already…

Tesla

Tesla Megapack Powers New $30M Battery Storage Facility in Japan as Energy Business Booms

A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of commercial operations for the Helios 50MW Battery Energy Storage System in Sapporo City, Hokkaido, Japan.…

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…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla’s Global Sales Crisis Deepens: Europe Down 48.5%, China at 3-Year Low

Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…

Tesla Opens World’s Largest Supercharger in California With 164 Solar-Powered Stalls
California

Tesla Opens World’s Largest Supercharger in California With 164 Solar-Powered Stalls

The world’s largest Tesla Supercharger is now fully operational in Lost Hills, California, delivering 164 charging stalls powered almost entirely by the sun. Tesla confirmed the completion of its “Oasis” Supercharger station via X, marking a major infrastructure milestone just in time for Thanksgiving travel on one of America’s busiest EV corridors. The station operates…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Tesla

Tesla’s $1 Billion Buffalo Boondoggle Hits New Snag After Musk Kills AI Project

New York State officials are frustrated with Tesla after two years of lease renegotiations for the taxpayer-funded Buffalo factory hit another wall when Elon Musk abruptly killed the AI supercomputer project that was central to the pending deal. The state built the sprawling facility for nearly $1 billion and rents it to Tesla for just…

Model 3

Tesla Slashes Model 3 Lease Down Payment to $1,500 as Post-Tax-Credit Sales Pressure Mounts

Tesla has dropped the down payment requirement on Model 3 Premium RWD leases to just $1,500 while maintaining the $299 monthly payment, marking the automaker’s most aggressive pricing move since the federal EV tax credit expired two months ago. The deal represents a 63% reduction in upfront costs compared to the $3,993 down payment Tesla…

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