News, deep dives, and analysis — every Full Self-Driving story, newest first.
I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an EV in 2026, that’s the most important signal in this entire earnings preview. Tesla is…
I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…
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…
Waymo seeks $15B+ at ~$100B valuation - double its 2024 price. With 450K weekly driverless rides, it shows what real autonomy is worth vs. Tesla's promises.
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…
Elon Musk confirmed Tesla’s Full Self-Driving software v14.2.1 allows drivers to text while behind the wheel under certain conditions. Why it matters: Texting while driving remains illegal in 49 U.S. states, Washington D.C., and all U.S. territories, and the driver, not Tesla, bears full legal liability. The Details By The Numbers EVXL’s Take Musk’s confirmation…
Tesla has extended its Full Self-Driving (Supervised) ride-along program in Europe by three months following what the company calls “high demand,” with free demos now available through March 31, 2026 across Germany, France, and Italy. We’ve been tracking Tesla’s European FSD push closely, and this extension reveals the scale of Tesla’s regulatory charm offensive. The…
Tesla is raising prices on its Windshield Protection Plan by 33% starting January 1, 2026, squeezing more revenue from existing owners even as the company slashes vehicle prices and eliminates down payments to attract new buyers amid a global sales crisis. The price hike, first reported by Sawyer Merritt on X, increases the monthly subscription…
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