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News, deep dives, and analysis — every Software update story, newest first.

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BMW

BMW EV Owners Gain Tesla Supercharger Access in U.S.

BMW has officially unlocked Tesla Supercharger access for its electric vehicle owners in the United States. Why it matters: The German automaker joins 18 other brands now tapping into Tesla’s 75,000-stall global network, but current owners will need an adapter. The Details By The Numbers EVXL’s Take BMW arrives fashionably late to the Supercharger party.…

Rivian

Rivian Recalls 35,000 Amazon Delivery Vans Over Seat Belt Failure Risk

Rivian is recalling nearly every electric delivery van it has ever built after federal regulators flagged a seat belt defect that could leave drivers unrestrained during a crash. We’ve been tracking Rivian’s quality control struggles for over a year, and this recall affecting Amazon’s signature EV fleet confirms the pattern. The National Highway Traffic Safety…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Tesla

Tesla Sells Just 100 Cars In India, Tells Buyers They’ll Save Money In Five Years

Tesla’s India launch is off to a dismal start. The company has sold just over 100 Model Y units since deliveries began in September, and its new pitch to Indian buyers is that they can recover one-third of the $67,000 price tag through fuel and maintenance savings over four to five years, Reuters reports. The…

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

Morgan Stanley Analyst Calls Tesla’s xAI Investment Proposal A “Testing Of The Waters” For Deeper Musk Empire Integration

Morgan Stanley’s Adam Jonas suggested Tesla’s shareholder proposal to invest in xAI represents strategic exploration rather than commitment, maintaining his bullish stance on the EV maker with an $800 price target ahead of the November 6 vote. Morgan Stanley analyst Adam Jonas issued a new investor note today framing Tesla’s upcoming shareholder vote on investing…

Tesla's Bumpy Road: Expected Shortfall in Q3 2023 Deliveries
Tesla

NHTSA Investigates Tesla’s ‘Mad Max’ FSD Mode After Drivers Report Routine Speeding

The National Highway Traffic Safety Administration is seeking information from Tesla about its newly released “Mad Max” Full Self-Driving mode after drivers reported on social media that vehicles using the aggressive setting routinely exceed posted speed limits. The inquiry comes as NHTSA investigates 2.9 million Tesla vehicles equipped with FSD following 58 reports of traffic…

Tesla Faces Major Lawsuit Over Full Self-Driving Promises—Are EV Buyers Misled?
Tesla

Tesla Recalls All 63,619 Cybertrucks Over Too-Bright Parking Lights—Fixed in 9 Days

Tesla has issued a recall for every Cybertruck built to date—all 63,619 units—due to front parking lights that shine brighter than federal regulations allow, according to documents filed with the National Highway Traffic Safety Administration. The company discovered the issue internally on October 1, 2025, and deployed a software fix just nine days later, showcasing…

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