Tesla

Tesla, tracked daily and without fandom: real sales numbers by market, the robotaxi rollout as it actually happens, Cybertruck's supplier drama, and where Tesla stands against BYD.

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Olive green Volkswagen ID. ERA 5X electric SUV with a black roof, seen from the front three-quarter in a green studio

Tesla · Volkswagen

VW Takes China EV Technology Global, Starting in South America

Volkswagen will take its China-developed CMP platform and CEA electronics to South America by 2030, Reuters reports. Europe and North America wait for now.

Damien KestelooOct 293 min read

Worker in an orange hard hat and safety vest shining a flashlight over a large raw aluminum casting on an orange stand inside a caged factory cell

Ford

Ford Casts 5,000 Fathom Parts, 146 Pieces to Two, Repair Cost Unknown

Ford has cast 5,000-plus aluminum unicastings for its $28,350 Fathom pickup. Two replace 146 parts. The post says nothing about what a crash repair costs.

Haye KestelooOct 29

Volkswagen

VW Weighs Xpeng Tech for Europe, Putting Rivian at Risk

VW may base three-quarters of its next VW, Škoda and Cupra models in Europe on Xpeng-developed tech, shrinking Rivian's $5.8B role, Reuters reports.

Damien KestelooOct 26

Gray Mercedes-Benz EQS test car with turquoise marker lights glowing in its headlamps and side mirror, parked in front of curved metal buildings

Self-Driving

NHTSA Proposes Cyan Lights for Driverless Cars but Won't Require Them

NHTSA would let self-driving cars carry cyan marker lamps and drop steering-wheel turn-signal rules for robotaxis. Comments close November 25.

Haye KestelooOct 26

Cybertruck

Tesla Scraps Cybertruck for Australia, NZ, Refunds Deposits

Tesla emailed Australian and New Zealand Cybertruck reservation holders on October 23 that the truck is cancelled there. Deposits come back in full.

Damien KestelooOct 23

Roadster

Tesla's Fan-Free Roadster Can't Beat 2.1 Seconds to 60, Engineer Finds

Engineering Explained ran the numbers on the Tesla Roadster's wall ride, kickflip and 0.81-second launch and called all three legit. One claim failed.

Haye KestelooOct 23

White Tesla Model Y photographed head-on in a dark studio with its headlights on

Financing

Tesla Raises Model Y APR to 2.49%, Its Fourth Hike Since August

Tesla raised Model Y financing to 2.49% APR on October 22, its fourth hike since August 1, a day after claiming its largest backlog in four years.

Haye KestelooOct 23

Two gold Tesla Cybercabs with Texas plates driving down a tree-lined Austin street as people film them from the sidewalk

Earnings

Tesla Cuts 2026 Capex to $20B as SpaceX Spends $19.6B in One Quarter

Tesla cut its 2026 capex forecast to about $20 billion and posted $1.53 billion of free cash flow, a day after Musk said SpaceX merger committees had formed.

Haye KestelooOct 22

The crown

BYD retook the global EV sales lead from Tesla in Q2 2026 — with quarterly sales that themselves shrank 8%

Robotaxi, actually

Cybercabs surfaced in Charlotte — the Giga Texas production pile's first visible destination

Bright spots

Tesla posted its best June ever in the UK as EVs took 30% of that market

The long wheelbase play

Model Y Long Wheelbase arrived in the US at $61,990 — the six-seater answer to family-SUV money

Tesla is EVXL’s largest single beat, and we cover it the way the numbers deserve: without fandom, without doom, market by market.

The defining story of 2026 is the crown changing heads: BYD retook the global EV lead with quarterly sales that shrank 8% — a race of managed declines at the top of a growing market. Tesla’s answer is uneven by geography: a best-ever June in the UK as EVs hit 30% share, softer numbers elsewhere, and product stretched to hold families — the Model Y Long Wheelbase at $61,990.

The robotaxi program has left the slideware phase: Cybercabs surfaced in Charlotte, giving the Giga Texas pile its first visible destination. The messier corners get covered too: Cybertruck tooling sits with a supplier that just lost a $30 million appeal, and the Boring Company’s Vegas Loop finally put real numbers on the table.

The competitive frame lives on the BYD and China desks, and the disclosure trail on the SEC desk. Every Tesla story lands in the feed below.

Is Tesla still the biggest EV maker?

By quarterly sales, no — BYD retook the global crown in Q2 2026, and the sharper point is that it did so with sales that themselves shrank 8%. The race is now two companies managing decline against each other in a market that keeps growing underneath them.

Is the Tesla robotaxi real?

Increasingly, visibly: Cybercabs have surfaced in Charlotte, the first public destination for the vehicles piling up at Giga Texas. Scale and economics are the open questions, and we report the numbers as they surface rather than the promises.

How are Tesla sales actually doing?

Uneven by market, which is why single-number takes mislead: a best-ever June in the UK with EVs at 30% share, softer results elsewhere, and a product line being stretched — the $61,990 long-wheelbase Model Y — to hold families who would otherwise leave.

Tesla

Every Tesla story, before anyone else has it.