tesla

Tesla’s registration numbers for November 2025 are starting to roll in for European markets, and they paint a stark picture: demand is still collapsing in nearly every major market, with one massive exception that is propping up the entire region.

According to registration data tracked by Electrek, Tesla’s volumes in key European markets are down 12.3% year-over-year.

Tesla is quietly but significantly expanding its Tesla Semi sales team, bringing on two seasoned veterans from the electric trucking industry as the company prepares for volume production at Gigafactory Nevada.

The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom hardware, while the rest of the automotive industry is increasingly lining up behind NVIDIA.

Now that we know Tesla’s new AI5 chip is delayed and won’t be in vehicles until 2027, it’s worth comparing the two most dominant “self-driving” chips today: Tesla’s latest Hardware 4 (AI4) and NVIDIA’s Drive Thor.

For the first time in what feels like forever, Tesla has put a hard date on the arrival of Full Self-Driving (Supervised) in Europe. The automaker confirmed that the Dutch vehicle authority (RDW) has committed to granting national approval for the system in February 2026, which is just a few months away.

Update: RDW has denied that it has told Tesla it plans to grant approval in February.

While everyone has been hyper-focused on Elon Musk’s latest “gaudy” pay package, the one the board just awarded him to compensate for the previous package canceled by a judge in Delaware is turning into a financial time bomb ticking that could blow up Tesla’s income statements.

Tesla has been granted a Transportation Network Company (TNC) permit by the Arizona Department of Transportation (ADOT), enabling the company to operate a paid ride-hailing service in the state officially.

This will allow Tesla to launch its ‘Robotaxi’ similarly to how it does in California – meaning with Uber drivers using Full Self-Driving Supervised (FSD).

A Tesla Robotaxi ‘safety driver’ in San Francisco was caught on video sleeping in the middle of a drive with a customer.

The good news is that the system did wake him up, but certainly a bit late.

Billionaire investor Peter Thiel’s fund, Thiel Macro LLC, has significantly cut its position in Tesla (TSLA), according to a new Q3 2025 13F filing.

Thiel, who is close to Musk, is retreating from his Tesla investment at a time when the CEO told shareholders to “hold on” to their stocks and warned TSLA shorts.

Tesla is now officially recalling over 10,000 Powerwalls in the US after several fires – it follows a recall in Australia earlier this year.

Emmanuel Lamacchia, the program manager for Tesla’s Model Y, its best-selling car, announced that he is leaving the automaker.

Tesla has now lost two program managers on the same day.

Elon Musk announced today that Tesla will enable its electric vehicle owners with (Supervised) Full Self-Driving (FSD) to “text and drive” in “a month or two,” without explaining how they will get around the clear laws that prohibit that.

Elon Musk is back on his rambling about the Tesla Roadster being able to “fly” and claims a demo is coming by the end of the year.

But we’ve heard it before…

Sam Altman, OpenAI CEO and Elon Musk’s rival in AI, has tried to cancel his Tesla Roadster reservation and get his $50,000 deposit refunded.

But it’s not as easy as it looks.

Based on the latest NHTSA report, Tesla’s ‘Robotaxis’ keep crashing in Austin, Texas, despite ‘safety monitors’ preventing an unknown number of crashes.

Tesla’s Full Self-Driving (FSD) v14, its first major update in a year, disappoints as data points to a lower increase in miles between disengagements than expected.

The system also features new hallucinations, brake stabbing, and excessive speeding.

We’ve been talking about the impact of Elon Musk’s venture into politics on the Tesla brand for years, but now a new study from the National Bureau of Economic Research (NBER) is putting some staggering numbers to it.

According to a new working paper, Musk’s “polarizing and partisan actions” have directly cost Tesla over a million vehicle sales in the US alone.

Tesla fans celebrated what they claim was a Tesla vehicle on Full Self-Driving (FSD) that avoided a literal plane crashing into the road.

However, the driver confirmed that the Tesla vehicle was not in Full Self-Driving mode.

In the last week, two former Tesla self-driving/Autopilot program leaders have commented on the state of autonomous driving, telling a very different story than their former boss, Elon Musk.

Elon Musk announced that he is pushing Tesla to increase its electric vehicle production due to what he anticipates will soon be increased demand for autonomous driving.

Tesla (TSLA) released its financial results and shareholders’ letter for the third quarter (Q4) 2025 after market close today.

We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.