Topic

#Tesla

42 articles

A gleaming new Tesla rolls off a bright assembly line while, behind it, a wide-open bank vault stands empty except for a lone robotaxi sensor pod.

Tesla Sold More Cars Than Ever and Burned Cash

Tesla sold more cars than ever last quarter and still burned through 1.1 billion dollars in cash, its first cash-burning quarter since early 2024. Revenue hit a record while operating profit fell 57 percent. The gap is a 5.8 billion dollar capital-spending spree on robotaxis, AI, and Optimus that has turned the world's most profitable EV maker into something that spends like a hyperscaler.

A massive Tesla service center parking lot at dawn packed with hundreds of identical Teslas all with their hoods open awaiting computer surgery, a single technician standing overwhelmed in the center holding a tiny circuit board, photojournalistic documentary style, dramatic wide-angle composition

Tesla Promised 4 Million Cars Could Self-Drive. They Can't.

Tesla confirmed on its Q1 2026 earnings call that Hardware 3 cannot achieve unsupervised Full Self-Driving. Roughly 4 million cars are affected. The fix requires replacing the computer and cameras, and Tesla plans to build micro-factories to handle the volume. Meanwhile, HW4 Plus was announced in the same call, starting the same hardware obsolescence cycle over again.

Cinematic close-up of a Tesla Model 3 in a rain-soaked urban parking garage with dramatic reflections on wet concrete

The Gritted Teeth EV: Rattles Over Reboots

The 2026 JD Power EV Satisfaction Study crowned Tesla the king of owner happiness. But the real story is darker and more interesting: buyers are choosing a car with rattling door panels over legacy sedans whose infotainment systems crash at 70 mph. The EV wars have shifted from sheet metal to silicon, and legacy automakers are losing badly.

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