tesla

Tesla is about to tumble off a familiar policy cliff. The $7,500 federal tax credit that juiced demand for electric vehicles in the US, Tesla’s last large, healthy market, ends after September 30, 2025. Tesla has been here before, but the ground underneath the company looks very different today.

Let’s dig into what happened last time, what’s changing now, and why Elon Musk is already warning shareholders of “tough quarters ahead.”

Tesla is considering building a smaller pickup truck after the Cybertruck has officially become a complete commercial flop.

Tesla’s original co-founder, Martin Eberhard, is disappointed that Elon Musk canceled Tesla’s $25,000 electric car program and instead developed a “dumpster-looking” truck.

Tesla is stripping all meaning from the word “Robotaxi” as it plans to expand its supposedly autonomous ride-hailing program to the Bay Area as soon as this weekend, albeit with a driver in the driver’s seat.

Tesla has put its foot in its mouth regarding its self-driving efforts during its quarterly conference call last night. The automaker admitted that ‘unsupervised self-driving is not solved’ on its HW4, despite Tesla highlighting how its Robotaxi service in Austin, Texas is using HW4.

Tesla (TSLA) released its financial results and shareholders’ letter for the second quarter (Q2) 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.

Lucid Motors announced that its Air owners will gain full access to Tesla’s Supercharger stations in North America starting July 31.

But there’s a big caveat.

Tesla started a dick measuring contest with Waymo, and it is losing. The Alphabet company is expanding its service area in Austin beyond Tesla’s recently updated penis-shaped service area.

Waymo is taking a few shots at Tesla in the announcement, too.

Tesla has announced the new ‘Model YL’, a larger 6-seater Model Y with a longer wheelbase, coming to China this fall.

Elon Musk claims that Tesla Robotaxi is coming to California within the next 2 months, pending regulatory approval, but no one other than Tesla shareholders appears to believe him.

Elon Musk told Tesla’s biggest cheerleader on Wall Street, Wedbush analyst Dan Ives, to ‘shut up’ and the reason why is absolutely ridiculous.

Tesla (TSLA) has released its Q2 2025 production and delivery results this morning, confirming it delivered 384,122 electric vehicles during the second quarter.

Tesla’s stock (TSLA) crashed by as much as 5% in pre-market trading after President Trump threatened to set DOGE on Elon Musk, who has been criticizing his ‘Big Beautiful Bill’.

Elon Musk claims Tesla has delivered its first car fully autonomously from the factory to a customer’s home “across town.”

If true, I’d argue that this is actually a bigger deal than its “Robotaxi” with supervisors, but there are still questions about the value of such a system.

Tesla has hired Henry Kuang, the former ‘Head of Autonomy’ at GM’s failed self-driving startup, Cruise.

Update: Tesla denied hiring Kuang for the role listed in his LinkedIn profile.

Xiaomi CEO Lei Jun has set a goal for the YU7 to outsell the Tesla Model Y, the best-selling electric premium SUV, in China.

It could very well happen, considering Xiaomi’s SU7 is now outselling Tesla’s Model 3.

Texas lawmakers have officially requested that Tesla delay its planned Robotaxi launch in Austin by a few months due to a new law being implemented.

It’s a Godsend for Elon Musk.

Tesla (TSLA) is currently sitting on so much inventory in the US that it has to take over parking lots outside of its exciting delivery centers to act as “overflow lots.”

Bloomberg has just released an embarrassingly bad report about the self-driving space, in which it claimed Tesla has an advantage over Waymo by misrepresenting data.

Tesla’s upcoming Robotaxi launch in Austin, Texas, is increasingly looking like a game of smoke and mirrors, and a dangerous one at that.

CEO Elon Musk claims Tesla is being “paranoid with safety”, but it is taking risks for the purpose of optics.

Tesla teases that the 7-seater option is soon going to make a comeback in the new Model Y.