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Tesla Will Fail to Go Driverless in 2026
The FSD fraud ruling by a California judge and recent robotaxi crash data in Austin will make all state regulators wary about granting Tesla driverless…
Dec 19, 2025
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Motorhead
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Tesla's China Operations Are Getting Crushed
While exports were up by 113% YoY, domestic sales in China were down by 45% YoY, which is bad, given that 75% of Tesla's China output is for the…
Feb 13
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Motorhead
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Elon Musk: When in Doubt, Lie and Merge
Why is there talk of a Tesla + SpaceX + xAI 3-way merger now? Because Musk knows that Tesla & xAI are staring into the abyss.
Feb 3
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Motorhead
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Tesla Q4 2025 Results: 2026 Cash Burn All But Confirmed
While Q4 2025 EPS beat by 25%, guidance of over $20 billion in 2026 capex assures huge cash burn if carried out.
Jan 29
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Motorhead
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Tesla Q4 2025 Earnings Preview: 33% EPS Miss
While my estimates might be too bearish, consensus estimates are way too bullish.
Jan 27
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Motorhead
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More Tesla Driverless PR Stunts in Austin
Musk's "Robotaxi" circus act continues ahead of stricter Texas AV laws from May 28th.
Jan 23
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Motorhead
15
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Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
Jan 14
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Motorhead
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Tesla's Q4 is Way Worse Than the Headlines
Tesla rammed through tons of cheap Model Ys in Asia and Europe during the last 2 months of 2025. Profit margins in Q4 2025 and this year should be…
Jan 3
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Motorhead
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