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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…
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…
Tesla is finally getting its chance to prove Full Self-Driving works on European roads. But the safety concerns that kept regulators cautious haven’t gone anywhere. The Dutch vehicle authority RDW will begin supervised testing of Tesla’s FSD system in February 2026, according to Reuters. This comes after months of back-and-forth between Tesla and European regulators,…
I’ve been tracking Ford’s EV pivot for over a year now, and today’s CES announcement is either the most ambitious course correction in automotive history or another promise the company can’t keep. Ford says it will bring Level 3 eyes-off driving to a $30,000 electric pickup truck in 2028. That’s the same company that just…
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.
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