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China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…
Morgan Stanley just did what Tesla hasn’t: put a real number on the 100-gigawatt solar bet we warned readers about four days ago. The answer is somewhere between $30 billion and $70 billion. For context, Tesla’s entire capital expenditure budget this year is already north of $20 billion before a single solar cell rolls off…
The emails between Kimbal Musk and convicted sex offender Jeffrey Epstein read like something no publicly traded company’s board member should have in their history. Bloomberg reported today that newly released DOJ documents show the longtime Tesla director was connected with at least two women through Epstein, years after Epstein pleaded guilty to sex crimes…
Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands right now. Bloomberg reported today that Tesla has tapped Ward, its vice president for Europe,…
General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…
The Tesla app’s “Share Destination” feature was never designed for medical emergencies. But on November 15, 2025, at 3:50 AM on a dark stretch of I-20 in Georgia, that’s exactly how Jack Brandt’s family used it. His father was behind the wheel of a 2026 Model Y Launch Edition running FSD v14.1.3 when a massive…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…
The camouflaged sedan sitting on BMW’s Munich assembly line today looks like any other pre-production test mule. But this particular car carries the weight of BMW’s entire electric future on its shoulders. The new BMW i3, built on the Neue Klasse platform’s 800-volt architecture, is the electric successor to the 3 Series, a nameplate that…
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