Tesla, Inc.

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  • 2025-12-29 14:54 UTC [L..T] Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99% «A major link in Tesla’s 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today that the value of its massive supply deal with Tesla has been slashed by over 99%, signaling a catastrophic drop in demand for the automaker’s in-house battery cells. [..] This is arguably the strongest evidence yet that Tesla’s 4680 program, and the vehicle that relies on it, the Cybertruck, is in serious trouble.»
  • 2025-12-20 18:30 UTC [L..T] SpaceX Is Buying Up an Unfathomable Number of Cybertrucks «Now that EV tax incentives have gone up in smoke, Tesla is expected to disappoint once again with its Q4 sales. [..] Despite a pessimistic sales forecast, Tesla’s shares have skyrocketed and are up almost 50 percent over the last six months — showing yet again how the company’s $1.5 trillion market cap is largely untethered from the success of its core business. [..] But that hasn’t stopped Tesla CEO Elon Musk from seemingly putting his thumb on the scales. As an insider source told Electrek, the billionaire’s space company SpaceX has bought over 1,000 Cybertrucks from Tesla, a number that could rise to 2,000 over time. [..] In other words, one of Musk’s other companies has allegedly spent north of $100 million on Teslas that it’s hard to imagine it finding a use for — and in what looks an awful lot like an embarrassing ploy to save face for the EV maker.»
  • 2025-12-07 11:45 UTC [L..T] Old Teslas Are Falling Apart «For new cars, the reliability picture looked much different for Tesla: it jumped in CR’s ranking from 18th place to 9th, based on an analysis of the last three years of car models. Even this victory, though, came with an embarrassing wrinkle: the Cybertruck. According to CR, Tesla’s most reliable new car, the Model Y, boasted a stellar score of 81. But the infamously troubled pickup wasn’t even half that, with a rating of just 34. In other words, it’s less reliable than any other type of Tesla that’s been on the road for ten years already.»
  • 2025-02-17 18:58 UTC [L..T] Tesla was hit by a wave of protests over Musk, sales are crashing, insiders are waking up «Tesla was hit by a wave of protests across dozens of its stores in North America this weekend. With sales crashing and the board selling, it looks like some insiders are finally waking up. [/] As we reported last week, a grassroots movement has sprung to organize protests against Elon Musk at Tesla stores around North America.»
  • 2013-09-09 [L..T] How Green Is a Tesla, Really? «The quick answer: If current trends hold, it could be pretty darn green in the long run. But as of today, the calculation isn't as straightforward as you might think.»