tesla

Tesla’s Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker.

In a single call, Tesla announced it’s killing the Model S and Model X, has no plans for new mass-market models, and is pivoting entirely to “transportation as a service.” The company that revolutionized the auto industry is walking away from it, not because it failed, but because Elon Musk got bored and found new toys.

Tesla will discontinue the Model S and Model X by the end of Q2 2026, CEO Elon Musk announced during the company’s Q4 2025 earnings call today.

The decision marks the end of an era for Tesla’s flagship vehicles, the Model S launched in 2012 and the Model X in 2015.

Musk’s reason: “Autonomy.”

For the first time ever, Tesla has revealed how many people are actually paying for Full Self-Driving. The answer: 1.1 million, roughly 12% of its cumulative vehicle sales.

The disclosure came in Tesla’s Q4 2025 earnings report, where the company revealed “Active FSD Subscriptions” as a new metric. The number includes both upfront purchases and monthly subscribers, but excludes free trials.

Update: Tesla has since added a critical piece of information: 1.1 million “subscribers” actually includes people who bought the FSD package outright, which accounts for 70% of that number.

Tesla (TSLA) released its financial results and shareholders’ letter for the fourth quarter (Q4) 2025 and full-year 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.

Tesla (TSLA) will release its Q4 2025 and full-year 2025 financial results on Wednesday, Jan. 28, after the markets close. As usual, a conference call and Q&A with Tesla’s management are scheduled after the results.

Here, we’ll look at what the street and retail investors expect for the quarterly results.

Tesla has started offering Robotaxi rides without a safety monitor in Austin, Texas. After yet another set of missed timelines and a full decade of broken promises, Elon Musk is finally getting a version of the “win” he has been desperately seeking. But considering the alarming crash data we have and the evidence of heavy remote monitoring, should we be excited or terrified?

Update: New video evidence shows that Tesla’s supposedly “unsupervised” Robotaxis in Austin are being closely followed by black Tesla trailing cars with safety monitors inside. Tesla didn’t remove the safety monitors – it just moved them to a different vehicle.

A new report confirms that Tesla has reduced its workforce at Gigafactory Berlin by roughly 1,700 employees over the last year. The cuts come despite the plant manager repeatedly denying any staff reductions were taking place.

Tesla is once again telling customers that the window to transfer their Full Self-Driving (FSD) package to a new vehicle is closing at the end of the quarter. While the automaker is framing this as the “last” chance, the history of this program suggests it is being used more as a quarterly demand lever than a hard deadline.

But how does the move to “subscription only” play into this?

Tesla is reportedly offering discounts on unsold Model Y inventory in India as the automaker faces a “letdown” in the major auto market following its official launch last year.

Tesla has released a new video giving us a closer look at its massive lithium refinery in Corpus Christi, Texas, and confirming that the facility has officially started production.

Tesla is officially killing the option to purchase its Full Self-Driving (FSD) package upfront. CEO Elon Musk announced today that the automaker will stop selling FSD as a one-time option and will instead only offer it as a monthly subscription.

It marks a massive shift in Tesla’s strategy for the software, which Musk has famously claimed for years would become an “appreciating asset.”

The Tesla Cybertruck program is in shambles. The latest data indicate production is running at roughly 10% of its planned capacity. Meanwhile, the Ford F150 Lightning outsold the Tesla Cybertruck in 2025 and was then canceled for not selling enough.

Is this what is coming for the Cybertruck?

The data is in for Tesla’s full year 2025 in Europe, and frankly, it’s a bloodbath across most major markets.

There’s a single exception, and Tesla can’t count on it in 2026.

Elon Musk is ending the year by doubling down on a narrative that looks increasingly shaky against the backdrop of actual data.

The Tesla CEO claims Model Y is the best-selling car in the world, but there are serious doubts.

A major link in Tesla’s 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today that the value of its massive supply deal with Tesla has been slashed by over 99%, signaling a catastrophic drop in demand for the automaker’s in-house battery cells.

This is arguably the strongest evidence yet that Tesla’s 4680 program, and the vehicle that relies on it, the Cybertruck, is in serious trouble.

The National Highway Traffic Safety Administration (NHTSA) has officially opened a defect petition to evaluate the emergency door release mechanisms in the Tesla Model 3. The probe covers approximately 180,000 vehicles and focuses on allegations that the manual releases are too difficult to locate during emergencies.

I’ve put over 200 km (125 miles) on Tesla’s latest ‘Full Self-Driving Supervised’ (FSD) v14 update, and I’ve gathered my thoughts in this article.

In short, Tesla FSD v14 is an incremental improvement to the automaker’s advanced driver-assist system (ADAS) and the most impressive Level 2 system available in a consumer vehicle today.

However, it is still far from what Tesla sold to car buyers: unsupervised self-driving.

Tesla is pulling every demand lever available as we head into the final weeks of the year. The automaker has launched a new set of aggressive incentives in the US, including free upgrades on inventory vehicles, 0% APR financing, and $0 down leases.

It’s the end of the quarter (and year), and as per usual, Tesla is trying to empty its inventory, but it’s more difficult this year due to the end of the tax credit in Q3 pulling a lot of demand away from Q4.

Tesla has officially announced its 2025 Holiday Update, and this year, the automaker is not using the usually bigger update for any groundbreaking stuff, but there are a few interesting new smaller features.

You will find the release notes in this article.

Tesla has officially launched new “Standard” trims for both the Model 3 and Model Y in Europe after launching them in North America. The automaker is aggressively positioning these stripped-down models to undercut competitors and arrest a painful sales slump in the region, with the Model 3 now starting at an impressive €36,990 in Germany.

Elon Musk has confirmed that Tesla’s Full Self-Driving (Supervised) system now allows drivers to text and drive, though he added a caveat that it depends on the “context of surrounding traffic.”

This comes just a month after the CEO promised the feature was coming, despite the obvious legal and safety concerns surrounding it.

Does the law agree with this?