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Elon Musk

Every EVXL story tagged “Elon Musk” — newest first.

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Tesla Adjusts Pricing on Model Y in China Amidst Economic Flux
Tesla

Tesla Model Y 7-Seater Returns, But Families Should Know What They’re Actually Getting

After nearly a year of waiting, the seven-seat option is finally back on Tesla’s US configurator for the 2026 Model Y. But before you start planning road trips with the entire extended family, there’s a critical detail buried in the marketing: this isn’t the stretched Model YL that Chinese buyers have been enjoying since August…

Elon Musk's '5x Value' Self-Driving Math Has a Fatal Economic Flaw
Tesla

Elon Musk’s ‘5x Value’ Self-Driving Math Has a Fatal Economic Flaw

I keep seeing Elon Musk’s 2022 Baron Conference clip resurface on X, where he explains why Tesla is a better investment than Mercedes-Benz using “net present value of future cash flows.” The same argument he made at the March 2025 All-Hands meeting when Tesla stock was down 40%: “It’s very difficult for people in the…

BYD

Tesla Loses Global EV Crown to BYD While Stock Hits All-Time Highs

I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…

Tesla Faces Major Lawsuit Over Full Self-Driving Promises—Are EV Buyers Misled?
Tesla

Tesla Sales Slide Signals Buyers Are No Longer the Priority

I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an EV in 2026, that’s the most important signal in this entire earnings preview. Tesla is…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Tesla

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

Tesla Diner Hits 80,000 Burgers, Proving Supercharger-As-Destination Actually Works
Tesla

Tesla Diner Hits 80,000 Burgers, Proving Supercharger-As-Destination Actually Works

Tesla just validated its most unusual bet: turning Supercharger stops into lifestyle destinations. The company’s Hollywood Diner has now sold over 80,000 burgers since opening in July 2025, generating $1.08 million in revenue according to Tesla’s 2025 year-end recap shared by Sawyer Merritt. Here’s why this matters more than the headline suggests: Elon Musk promised…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Tesla

Tesla’s $2.9 Billion Battery Deal Collapses to $7,386, Confirming 4680 Program Failure

We’ve been tracking Tesla’s 4680 battery saga since Elon Musk unveiled it at Battery Day in 2020, promising it would enable a $25,000 EV within three years. Five years later, we have the clearest evidence yet that those promises have collapsed: a $2.9 billion supply deal reduced to $7,386. That’s not a typo. That’s a…

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