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Elon Musk

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

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Tesla Model 3 Standard Launches in Europe at €37,970 as Chinese Rivals Close In
Tesla

Tesla Europe Sales Collapse: Market Share Halves as Chinese Rivals Surge

I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…

Waymo Launches Autonomous Employee Rides At SFO Airport
Tesla

Waymo’s $100 Billion Valuation Shows What Working Autonomy Is Worth vs. Tesla’s Promises

I’ve been covering the robotaxi race for years, and today’s news from Bloomberg just crystalized something we’ve been tracking at EVXL: the market has finally put a price tag on working autonomy versus promises. Waymo is raising more than $15 billion at a valuation approaching $100 billion – more than double its $45 billion valuation…

Tesla's Grünheide Battery Promise Returns: Real Investment or PR Rescue?
Tesla

Tesla’s Grünheide Battery Promise Returns: Real Investment or PR Rescue?

I’ve been reporting Tesla’s German battery promises since 2020. Every year brings a new announcement. Every year, the cells don’t materialize. Today’s €1 billion battery investment news comes with the same hedged language we’ve heard before, and it drops on the exact day the European Union formally abandoned its 2035 EV mandate. The timing tells…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

EV Transition ‘Unraveling’? No, Legacy Automaker Strategies Are Failing

I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Tesla

Musk Claims FSD Unsupervised ‘Pretty Much Solved,’ Robotaxi Without Safety Monitors In 3 Weeks

Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs EVXL’s Take…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Tesla

Tesla Robotaxi App Expands to 12 Countries Ahead of Global Push

Tesla’s Robotaxi app is now available for download across 12 countries and regions, expanding far beyond its original U.S.-only launch. Why it matters: The move signals Tesla is building international infrastructure ahead of its planned global autonomous ride-hailing rollout. The Details By the Numbers EVXL’s Take This international app rollout is classic Tesla: building hype…

Tesla FSD Free Trial Hits 1.5 Million Owners: The $148 Million Conversion Gamble
BYD

Tesla UK Sales Drop 19% in November as BYD Triples Registrations

Tesla’s UK car registrations fell 19% in November 2025, continuing a brutal European sales collapse as Chinese rival BYD more than tripled its British deliveries. Why it matters: The UK, now Europe’s largest EV market, has become another battleground where Chinese automakers are rapidly overtaking Tesla. The Details By the Numbers Tesla UK November Sales…

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