News, deep dives, and analysis — every Elon Musk story, newest first.
Five years ago, Elon Musk told Tesla owners their Full Self-Driving software would be worth “somewhere in excess of $100,000” once regulatory approval arrived. Yesterday, he announced Tesla will stop selling FSD entirely after February 14, forcing everyone onto a $99 monthly subscription. The appreciating asset just became a perpetual rental fee. For the thousands…
Federal prosecutors just secured their first Tesla-related arson conviction without going to trial, and the five-year mandatory minimum sentence sends a clear signal about how seriously the Department of Justice is treating attacks on the electric vehicle maker. But behind the headlines about domestic terrorism and political backlash lies a quieter story that directly affects…
The electric vehicle revolution runs on cobalt, and a devastating new book exposes exactly whose hands dig it out of the ground. “The Elements of Power” by New Yorker journalist Nicolas Niarchos traces the battery supply chain from Congolese mines to Chinese factories to the EVs parked in American driveways, and the picture isn’t pretty.…
Four months after Tesla’s celebrated India debut, nearly one-third of its imported Model Y inventory sits unsold in warehouse limbo. Bloomberg reports that roughly 100 of 300 imported vehicles remain without buyers, forcing the American automaker into the same discount playbook that’s become painfully familiar across Europe and China. The India setback adds another chapter…
After years of promising that Full Self-Driving would become an “appreciating asset,” Tesla just admitted the opposite by killing the $8,000 purchase option entirely. CEO Elon Musk announced on X early this morning that Tesla will stop selling FSD as a one-time purchase after February 14, 2026, forcing all future buyers into subscription-only access at…
After nearly a year of waiting, the seven-seat option is finally back on Tesla’s US configurator for the 2026 Model Y. But before you start planning road trips with the entire extended family, there’s a critical detail buried in the marketing: this isn’t the stretched Model YL that Chinese buyers have been enjoying since August…
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…
I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…
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