Tesla robotaxis are STILL a pipe dream FACT: Tesla has performed precisely ZERO unsupervised robotaxi paid rides.
Elon just isn't smart enough to figure out level 4 autonomy.
Meanwhile, Waymo is doing more than 450,000 paid driverless trips per week as Tesla keeps falling further and further behind.
Now Elon is ditching EVs for creepy expensive marionettes that no one wants.
Tesla is a growth company with negative growth.
• Annual and quarterly revenues down -3% • Annual operating margin down -31%, quarterly down -8% • Annual earnings down -46%, quarterly down -61% • Quarterly free cash flow down -30% • Realized 542 million in automotive regulatory credits in Q4. (Without them, quarterly profit would have dropped from 840 to 299 M, down a further -64%) • Trading at 400 times annual earnings.
Yeah, some people will just NEVER get it.
Seriously, don't you ever get tired of repeatedly humiliating yourself by constantly exposing your overt ignorance to the world? That's rhetorical, dummy.
The company’s capital expenditures are set to surpass $20 billion this year, more than double what they were last year
Tesla is gearing up for its most expensive year on record — and one that Deutsche Bank analysts predict might only be the beginning of a spending “supercycle.”
The Austin, Texas-based company plans to spend more than $20 billion on a wide range of projects in 2026, Tesla Chief Financial Officer Vaibhav Taneja said on Wednesday’s earnings call. Tesla reported capital expenditures of $8.5 billion in 2025 and $11.3 billion in 2024, which was its highest annual total on record.
That didn't take long. It appears that Tesla CEO Elon Musk may have once again duped his fans and investors — which, these days, is an increasingly meaningless distinction.
Last week, Musk made huge waves when he announced that the automaker’s Robotaxi service would finally be giving rides in Austin, Texas, without a human “safety monitor” in the car — something he promised would’ve been the case since day one.
What Musk left out of that announcement, however, was that the human supervisors were moved to another car that followed the robotaxi instead, a workaround that was as dishonest as it was impractical.
Now, the EV blog Electrek reports another bit of Musk subterfuge. Based on what the service’s customers are saying, it appears that, at this moment, none of the Robotaxi rides that Tesla has been giving are “unsupervised.”
In any case, this seems like another classic Musk bait-and-switch. The Robotaxi service has not lived up to his myriad outrageous promises, such as that it would have thousands of cars on the road within months of launching, or indeed would launch providing rides without any supervision in the car. The self-driving cabs have also been involved in numerous accidents and have been caught violating traffic laws, drawing the attention of federal regulators.
Despite Tesla Inc‘s (NASDAQ:TSLA) better-than-expected fourth-quarter financial results, full-year results showed the EV company's first revenue decline, with deliveries down for a second straight year.A new report on Tesla's declining brand valuation and ranking may signal more trouble ahead.Tesla stock is showing weakness.
Tesla Brand Value Falls 36% As reported by Electrek, Tesla's brand value fell 36% in the new report, plummeting by $15.4 billion from $43 billion in 2025 to a new total of $27.6 billion in 2026.
This marks the third straight year of declines for Tesla's brand valuation in the annual report. Tesla's brand value stood at $66.2 billion at its peak in 2023 before the three straight years of declines. The company's brand valuation is now less than half of what it was three years ago.
Brand Finance looks at consumer surveys, licensing agreements, and financials from 18 countries to make its rankings. Tesla's biggest declines were in Europe and Canada with the company dropping in rankings for "reputation, recommendation, trust and coolness."Brand Finance CEO David Haigh said Tesla's prices compared to peers, CEO Elon Musk's "overreach" in geopolitics, Musk's lack of focus on the business, and a lack of new innovative models all contributed to the decline in valuation and scores.In the U.S., Tesla’s recommendation score in the survey is only 4.0 out of 10.0, down from 8.2 two years ago. In 2023, Tesla’s recommendation score in the U.S. was 8.2.
Tesla ranked 75th in the new report, down from 36th last year. The company is now outranked by automotive companies Toyota, Mercedes-Benz, Volkswagen, Porsche and BMW.
Tesla's EV rival, BYD, has not passed the company in the rankings. However, BYD's brand value is up 23% to $17.29 billion in the latest report. This comes as BYD passed Tesla for EV deliveries in 2025.
Has Tesla run out of road? The electric car firm put plenty of spin on its annual results, talking bullishly about the new projects that were coming to fruition. Elon Musk’s company plans to go big on robots, pivot to Artificial Intelligence, and develop its self-driving unit. Yet there was no disguising the real message from its figures. With falling revenues, and the decision to scrap its premium S and X models, Musk’s pioneer of EVs is in deep trouble – and it may be too late to rescue the company now.
Fourth-quarter revenues slumped three per cent to $24.9 billion, Tesla said after US markets closed yesterday – pushing revenues for the year down 3 per cent to $94.8 billion. These certainly weren’t the kind of numbers that investors were hoping for.
Tesla’s loudmouth CEO Elon Musk was still in typically bullish form, arguing that while cancelling two of its cars ‘was slightly sad’, it was ‘part of our shift to an autonomous future’. Even so, it was hard to get away from a simple point: the company that came from nowhere to become the largest auto maker in the world, at least measured by market value, is now in retreat.
Tesla – and Musk – won’t admit it, but the EV giant has at least three big problems.
Musk’s decision to go all in on president Trump has effectively trashed the brand. Tesla once appealed to affluent, environmentally aware consumers, and, rightly or wrongly, many of these people despise Trump and everything he represents. In Europe, Tesla’s sales were down by more than 20 per cent last year even as overall sales of EVs rose strongly. Not many people want their friends and family to think their shiny new car is an endorsement of Musk and his mate in the White House.
Next, the Chinese manufacturers led by BYD – but with plenty more brands growing quickly – have stolen much of the market. These Chinese cars are cheaper and often better. BYD has already overtaken Tesla as the world’s largest seller of EVs and it seems unlikely that it will surrender that lead now. Finally, the tide has tuned against Net Zero, with governments around the world rethinking how quickly they want to reduce carbon emissions, and how much it will cost. Trump’s decision to scale back EV subsidies is already hurting Tesla in the American market and Europe may not be far behind.
As a result,Tesla, a firm which could at one point do no wrong, faces a daunting series of challenges. Sure, robotics is an industry with huge potential – and self-driving cars may well be a massive industry although the market has still to be proved. But Tesla is fundamentally an auto manufacturer, and that business is now in retreat.
At a critical moment in the company’s development, when it needed to consolidate its grip on EVs, and push into the mass market, Musk allowed himself to become fatally distracted. He focussed on politics, and side ventures such as SpaceX, when Tesla needed his full-time attention. The price will be a high one – because it is starting to look as if Tesla is finished.
Tesla disclosed in its Q4 2025 earnings report that it has invested $2 billion in xAI, Elon Musk’s private AI company. The investment comes while Tesla shareholders are actively suing Musk for breach of fiduciary duty over his founding of xAI in the first place.
You can’t make this up.
The investment Buried in Tesla’s Q4 shareholder update, the company revealed:
On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round.
xAI announced earlier this month that it raised $20 billion in its Series E round, valuing the company at approximately $230 billion. Tesla’s $2 billion represents 10% of that round, but less than 1% of the company.
Tesla justified the investment by referencing “Master Plan Part IV,” claiming the company is “building products and services that bring AI into the physical world” while xAI develops “leading digital AI products and services, such as its large language model (Grok).”
The automaker added: In that context, and as part of Tesla’s broader strategy under Master Plan Part IV, Tesla and xAI also entered into a framework agreement in connection with the investment. Among other things, the framework agreement builds upon the existing relationship between Tesla and xAI by providing a framework for evaluating potential AI collaborations between the companies. Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale. This investment is subject to customary regulatory conditions with the expectation to close in Q1’2026.
CEO Elon Musk had previously claimed that Tesla didn’t need xAI to build AI products.
The lawsuit problem Here’s where it gets uncomfortable for Tesla’s board.
Tesla shareholders filed a lawsuit against Musk in June 2024 alleging breach of fiduciary duty over his founding of xAI. The core argument? Musk diverted AI resources, talent, and opportunities that belonged to Tesla to his private company instead.
The lawsuit points to a critical fact: when Musk left OpenAI’s board in 2018, he cited a “conflict of interest” with Tesla’s own AI efforts. He then built Tesla’s AI team, including the development of the Dojo supercomputer and FSD neural networks.
But after selling billions in Tesla shares to acquire Twitter and seeing his ownership stake fall below 20%, Musk started xAI, taking the AI ambitions he previously said belonged at Tesla and putting them in a company he fully controls.
Now, instead of waiting for the court to rule, Tesla is using shareholder money to invest in the very company at the center of the lawsuit.
The conflict isn’t theoretical. We’ve documented multiple cases of Tesla AI engineers being poached by xAI. These are people Tesla shareholders paid to train and develop, now working for Musk’s private company.
Furthermore, xAI is reportedly burning through $1 billion a month trying to compete with frontier models from OpenAI, Google, Anthropic, and now Chinese models, which are way cheaper.
Elon Musk: Built an AI team at Tesla using Tesla shareholder money Claimed a “conflict of interest” with Tesla as his reason for leaving OpenAI Started xAI after his Tesla ownership stake fell, over his own dumb decision to over pay for Twitter, taking the AI effort to a company he controls outright Is now having Tesla, the company he’s accused of stealing from, invest $2 billion in xAI
The circular logic is breathtaking. Tesla shareholders are suing Musk because he took AI resources from Tesla to xAI. The resolution? Have Tesla pay $2 billion to xAI.
This is the equivalent of someone being accused of stealing your car, and then you paying them for a ride.
Tesla’s statement that the investment was made “on market terms consistent with those previously agreed to by other investors” is meant to reassure shareholders this wasn’t a sweetheart deal. But the bigger question isn’t whether Tesla got a fair price, it’s whether Tesla should be investing in Musk’s private ventures at all while he’s being sued for conflicts of interest.
A truly independent board would have waited for the lawsuit to resolve before committing $2 billion in shareholder capital to the company at the center of the litigation. Instead, Tesla’s board approved the investment while the case is ongoing.
Tesla Inc. retained its Bitcoin through the fourth quarter, but reported paper losses on the holdings on Wednesday
Tesla Reports Unrealized Loss On Bitcoin Tesla held $1.008 billion in digital assets as of Dec. 31, down 23% from the previous quarter, according to the company's earnings report posted after the market close.
The Elon Musk-led mobility giant reported paper losses of $307 million on its cryptocurrency holdings, reversing two consecutive quarters of paper profits.
Elon Musk appeared to want to visit disgraced financier Jeffrey Epstein’s private island and demanded to be at the “wildest party”—even though the host was already a convicted sex offender.
Elon Musk has repeatedly denied having any connection or association with pedophile Jeffrey Epstein.
It appears that Musk has been the one saying false things about his connections to Epstein, based on the Epstein files released by the DOJ yesterday, as reported by The Guardian.
These new files show that Musk was practically begging Epstein to let him come and party with him on his private island. The documents show that Musk and Epstein were emailing each other in both 2012 and 2013 to determine when Musk should make a trip to Epstein's island.
Documents released Friday by the Justice Department provide another perspective on their acquaintanceship. The records include at least 16 emails between Musk and Epstein in2012 and 2013, including multiple instances where Musk expressed interest in visiting Epstein’s Caribbean island, which has since become notorious as an alleged location for Epstein’s abuse of women and girls.
Epstein pleaded guilty in 2008 to procuring an underage girl for prostitution and then registered as a sex offender
Billionaire tech entrepreneur Elon Musk had multiple conversations with Jeffrey Epstein about visiting the accused sex trafficker's private island, according to emails released by the Justice Department.
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