News, deep dives, and analysis — every Full Self-Driving story, newest first.
TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this marks one of the first instances of Wall Street analysts conducting hands-on due diligence in…
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 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 claimed victory on European Full Self-Driving approval. The regulator in charge says that never happened and wants Tesla fans to stop flooding its customer service lines with thank-you messages. The public contradiction exposes an unconventional pressure campaign that one autonomous driving expert called “unheard of” in regulatory history. RDW Disputes Tesla’s February 2026 Promise…
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…
Tesla is aggressively expanding its direct rental program beyond California, launching a $60/day service in five major U.S. cities to combat post-subsidy sales slumps. Tesla isn’t just selling cars anymore—it’s renting them directly to you for less than the cost of a standard rental car. Following a quiet pilot in California, the automaker is rapidly…
Lucid Motors just dropped the price of its critical SUV to under $80,000, but for buyers hoping for a federal subsidy, the timing couldn’t be worse. Lucid Group (NASDAQ: LCID) officially launched the Lucid Gravity Touring on Thursday with a starting price of $79,900, a strategic move to broaden the luxury SUV’s appeal as demand…
A California judge has reversed a 2024 ruling that allowed more than 6,000 Black workers at Tesla’s Fremont factory to pursue racial harassment claims as a class action, delivering a significant legal victory to the electric vehicle maker amid mounting workplace discrimination allegations. California Superior Court Judge Peter Borkon ruled late Friday that the 2017…
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