DEALS

California

Every EVXL story tagged “California” — newest first.

235
Articles
20
Beats covered
1
Reporter on beat
Jul 1
Last updated
Sort
Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Tesla

Tesla vs. Waymo: Zero California Test Miles in Six Years Exposes the Robotaxi Gap

A Reuters investigation published today — based on previously unreported California DMV records and a state spokesperson — reveals that Tesla logged zero miles of autonomous test driving on California public roads in 2025. That makes it six years in a row. Meanwhile, Elon Musk has spent more than a year telling investors and analysts…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Motors Cuts 319 Newark Jobs As Layoff Count Hits Third Year Running

One day after reporting Q4 earnings that beat revenue estimates, Lucid Group filed a WARN notice with California’s Employment Development Department disclosing 319 job eliminations at its Newark headquarters, effective April 21, according to the Mercury News. That’s the third consecutive year Lucid has filed layoff notices at the same address: 123 workers cut in…

Tesla Sues California DMV Over FSD Branding While Grok Expands to Europe and Australia
Tesla

Tesla Sues California DMV Over FSD Branding While Grok Expands to Europe and Australia

There’s a telling contrast buried in Tesla’s February news cycle. On one front, the company filed a lawsuit on February 13 demanding that a California administrative agency retract its finding that Tesla engaged in false advertising around Autopilot and Full Self-Driving. On another, it quietly pushed Grok-powered navigation commands to European and Australian drivers via…

Tesla’s Robotaxi Pilot Sparks Optimism with $475 Stock Target Boost
Tesla

Tesla’s Austin Robotaxis Crash Every 57,000 Miles, and Musk Just Removed the Safety Monitors

The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

Tesla’s Electric Semi Charges Toward Mass Production with 1,000+ New Hires in Nevada
Tesla

Tesla Semi vs. Competitors With Trucks Ready Now: California’s $165 Million Voucher Gamble Backfires on the EV Trucking Industry

California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) allocated nearly 1,000 vouchers to subsidize the Tesla Semi…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…

Tesla Sues Ex-Supplier for Alleged $1B+ Battery Trade Secret Theft
Tesla

Tesla’s 100 GW Solar Bet vs. America’s 3.2 GW Reality: Why Musk’s Biggest Promise Yet Should Worry Investors

The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…

AdvertisementLEADERBOARD · 970 × 250
— Daily Briefing · Free Forever

The EV industry moves fast. Stay ahead of it.

One email. Six stories. Filed each morning before the world is. Read by Tesla owners, Rivian preorder holders, dealer GMs, and the analysts that move EV stocks.

18,200
Subscribers
3.8M
Monthly Readers
44%
Open Rate
No. 1
EV newsletter
Get The Briefing Six stories · Mon–Fri 7am
Subscribe