Key Takeaways Tesla is indicating that significant lease price increases will occur at the end of the month, with hikes up to 67%. Current aggressive lease pricing for models like the Model 3 is being subsidized and is not sustainable long-term. Buyers are pressured to take delivery before December 31 to avoid higher payments starting…
Key Takeaways Dan Ives predicts Tesla’s market cap could reach $3 trillion by the end of 2026 due to AI advancements. A projected $2 trillion market cap in 2026 represents a 33% upside from current levels, according to Ives. 2026 is seen as a “monster year” for Tesla, focusing on autonomy and robotics commercialization. Ives…
Key Takeaways Tesla begins Robotaxi testing in Austin with no occupants in the vehicles. Safety Monitors will be removed within three weeks, emphasizing the shift to full autonomy. The Robotaxi fleet was launched in June, aiming for driverless rides by the end of the year. Two Model Y Robotaxi units were spotted driving in downtown…
Key Takeaways Tesla has revealed a near-production-ready Cybercab at its San Jose showroom, showcasing its refined design. Significant updates include a new frameless window design, updated bumpers, and integrated headlights. The interior features redesigned dashboards, new materials, and increased legroom for added comfort. Sightings of the Cybercab have been frequent, with notable instances including its…
Key Takeaways Tesla’s US sales fell to 39,800 in November, marking a 23% drop year-over-year. Sales decline is linked to the expiration of the federal tax credit, affecting demand. Tesla introduced lower-priced “Standard” models for the Model 3 and Model Y to stimulate sales, but effectiveness remains questionable. Despite the drop, Tesla’s market share rose…
Key Takeaways Powershare feature allows Cybertruck to act as a portable power source for homes and other EVs. Supports both vehicle-to-load (V2L) and vehicle-to-home (V2H) capabilities for versatile use. Release timeline now extended to mid-2026, causing disappointment among early buyers. Wes Morrill, Cybertruck’s Lead Engineer, highlighted challenges in integrating Powershare with existing Powerwalls. Tesla aims…
Key Takeaways Tesla opened its northernmost Supercharger in Fairbanks, Alaska, featuring eight V4 stalls. Fairbanks has an average temperature of around -12°F, highlighting the challenging climatic conditions for EV charging. Only 36 Supercharger stalls exist in Alaska, despite its status as the largest state in the U.S. The Fairbanks Supercharger can charge up to 325…
Key Takeaways Tesla Model S is undergoing validation testing with LiDAR rigs in California, a significant shift from the usual Model Y. The inclusion of the Model S suggests a potential expansion of Tesla’s Robotaxi fleet to include more premium offerings. The Model S could serve a luxury market similar to Uber Black, appealing to…
Key Takeaways Tesla’s upcoming FSD model may be “the last big piece of the puzzle,” according to CEO Elon Musk. A new FSD model is expected in 1-2 months, featuring significant enhancements in reasoning and reinforcement learning. Musk confirmed that Full Self-Driving’s unsupervised capability is “pretty much solved” and Safety Monitors will be removed shortly.…
Key Takeaways BMW becomes the 15th automaker to access Tesla’s Supercharger Network in 2025. Newer all-electric BMW models (i4, i5, i7, iX) can use Tesla’s V3 and V4 Superchargers. Over 25,000 Supercharging stalls available in North America for non-Tesla EVs. BMW drivers need an NACS-to-CCS1 adapter to charge at Tesla Superchargers. The Tesla App is…