Ford year-to-date has around 115–117 recalls as of October 15, 2025. The total vehicles affected year-to-date now exceeds 10 million, with Q3 2025 alone accounting for over 5 million vehicles impacted across Ford’s campaigns—the highest quarterly figure for any manufacturer and representing nearly 60% of all U.S. vehicle recalls in that period. This surge continues …
New light-vehicle sales in September 2025 reached a SAAR of 16.4 million units, up 3.5% year over year. EV tax credits expired on September 30. Battery electric vehicle (BEV) sales hit an all-time high in market share and accounted for 11.8% of all new vehicles sold. US light vehicles sales were about 1.25 million in …
Tesla Giga Shanghai’s only needs ~2.5 hours to build a Model YL end-to-end. This is a 75% reduction from Tesla’s pre-2023 internal KPIs of 8-10 hours, achieved via unboxed parallel assembly (where subassemblies like chassis, battery, and interior converge simultaneously rather than sequentially). For context, VW’s legacy plants clock in at 20-30 hours per vehicle, …
Tesla will make an AI6 chip that will be the chip for vehicles, robots, and data centers and it will unify and build on the Dojo’s chip design. Samsung’s Texas fab will produce the chips as part of a $16.5 billion deal. This could be at least 16 million chips and maybe over 32 million. …
Tesla doubled the service area in Austin and might have tripled the number of vehicles from 11-15 to 35 in July, 2025. This means that Tesla has one third of the fleet compared to the 100 Waymo in Austin. Tesla will also add 10-15 this weekend in San Francisco. If Gene Munster is incorrect or …
The larger Tesla Model YL seating arrangement versus the old Model Y. Also the effect of the extra 7 inches length and extra width is made clear. The new 3rd row seems about as large as the old 2nd row. For robotaxi versions the three rows of seating are all easily accessible. the vast majority …
Tesla to launch 6-seat Model Y L in China this fall. There are 700,000 6-seat cars sold each year with prices over 300000 RMB. A 20% share of this would be 140,000. Global sales could be double those levels. The Model Y L is larger than the 5-seat Model Y and is equipped with dual …
Ford CEO Jim Farley says Waymo’s approach to self driving makes more sense than Tesla’s. Ford has said it plans to partner with a self-driving software company once the technology is farther along. Ark Invest Brett Winton believes in the negotiations between Ford and Waymo and Ford and Tesla, that Tesla wants Ford to pay …
The City of Austin Texas government has set the official indicator to Tesla Robotaxi being deployed in Austin. Waymo is considered in the deployment phase. Waymo in 2025 in Austin has 43 official incidents. Waymo officially launched its autonomous ride-hailing service in Austin, Texas in March 4 2025. Waymo had 11 incidents in March, 3 …
There is a lot of controversy about the Tesla Safety Monitor in the Tesla Austin Robotaxi rollout. The Tesla safety monitor has access to buttons (pullover or stop in lane) which are two forms of emergency stop. On a train there is the emergency stop button or lever. Everyone on the train can hit or …
Obi ridesharing report shows that people are paying more and waiting a longer time for rides from Waymo versus Uber. Obi is a global real-time aggregator that compares millions of pricing and pick-up (ETA) data points providing consumers and businesses with actionable data. The free consumer app allows riders to compare taxis, black cars and …