Tesla

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Tesla is reportedly weighing a China sell-off to clear the way for a SpaceX merger

Tesla is weighing whether to sell, spin off, or shut down its China business to clear a path for a possible merger with SpaceX, according to a Wall Street Journal report that Elon Musk has publicly and flatly denied. The move would untangle Tesla’s vast Chinese manufacturing from a defence contractor whose Beijing exposure has […]

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Tesla’s self-driving software is selling faster than ever, and it still needs a human driver

Tesla now has nearly one and a half million active Full Self-Driving subscribers after adding 200,000 users in the second quarter, the largest single-quarter gain on record. CFO Vaibhav Taneja told analysts that 55 percent of North American deliveries in Q2 had FSD activated at the time of purchase, a quarter in which Tesla delivered […]

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Tesla’s car door defect could lead to tougher rules for everyone

Tesla’s electronic door handles that have been linked to several deaths could lead to tougher safety rules for the entire auto industry. In a notice published today, the National Highway Traffic Safety Administration said that complaints about Tesla’s mechanical door release don’t warrant a defect investigation. Instead, the issue is better addressed through a broader […]

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Musk says Optimus will be the hardest product Tesla has ever scaled

Elon Musk told investors on Tesla’s second-quarter earnings call that Optimus will be “the hardest product to scale manufacturing that we’ve ever made at Tesla,” warning that the humanoid robot has no existing supply chain and that every component is new. He said he wanted to “calibrate people correctly” on expectations, acknowledging that the initial […]

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Tesla’s robotaxi promises are clashing with reality

In an earnings call yesterday, Tesla CEO Elon Musk did his best to paint a positive portrait of the company’s robotaxi program. New cities are being added, more miles are being driven, and more people are experiencing Tesla’s unsupervised vehicles. But Musk’s typical bullishness seemed to be absent from the call, as the occasional trillionaire […]

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Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “significant allocation” of memory on “reasonable terms,” Musk said, according […]

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