Tesla Model Y outsells Top 15 other non-tesla EV model in sales revenue. Tesla is likely the only car company profitably selling EVs. Tesla sells cars for about $40000 versus $10000-15000 for BYD and other Chinese Car makers. China BEV sales surpassed 1.1 million per month. Tesla is selling about 150,000 per month on average …
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 …
There have been reports of more problems getting gas at gas stations in hurricane impacted areas. While Tesla superchargers continued to function. Gas price tracking service GasBuddy reported that as of 2:43 pm ET Wednesday afternoon, 24.3% of gas stations statewide – or nearly one in four – were without fuel, a dramatic spike from …
BYD’s significant cash burn for the second consecutive quarter is a major concern. BYD will likely slash production in 3Q to release inventory capital, alleviating cash burn. BYD has about $15 billion in inventory (66 days). This is about tracking to 3 million sales for the year. 550k cars in inventory. BYD’s growth will significantly …
Volkswagen plans to invest up to $5 billion in electric vehicle startup Rivian, starting with an initial investment of $1 billion. The additional $4 billion is expected to be invested following the establishment of a joint venture. Rivian is up about 50% afterhours. The Rivian and Volkswagen Group joint venture will create vehicle software. Volkswagen …
Researchers at the Department of Energy’s Oak Ridge National Laboratory have successfully demonstrated the first 270-kW wireless power transfer to a light-duty electric vehicle. The demonstration used a Porsche Taycan and was conducted in collaboration with Volkswagen Group of America using the ORNL-developed polyphase wireless charging system. As a light-duty passenger vehicle, the Porsche Taycan …
Every Tesla FSD sale even with the price cuts is $8000 per car or $99 per month. The $99 per month is $1200 per year or $7200 for six years. Tesla has the highest profit per car of all car makers at $7000 per car. This is why Tesla FSD before robotaxi is a big …
Billionaire investor and fund manager Ron Baron describes his ride in what seems to be the unreleased version of Tesla FSD. Waymo are $250,000 each. Ron was in California on Monday last week and was taken on a ride with the latest version of Tesla FSD. He says this is the moment for [supervised] autonomous …
Tesla FSD pricing and licensing strategies for maximum adoption. 1. Allow OEM to integrate it into any car for free or at cost. Car owner pays for FSD license 2. Active safety & basics comes free 3. Leverage Supercharger deals. Offer same pricing as Tesla cars for EVs that integrate FSD hardware & share data …
Elon Musk says Tesla FSD V12.4 is another big jump in capabilities and the training compute limitations are almost gone. AI expert James Douma had said that with additional training and data, he expected FSD V12.X to reach 0.1-1% of the interventions for Tesla FSD v11.X. If the level of improvement expected by James Douma …
Lordstown Motors has completed a bankruptcy deal. GM invested $75 million in the EV startup Lordstown Motors in 2019, and then sold in late 2021. GM invested as part of the sale of an Ohio plant to the electric vehicle startup as well as a $675 million SPAC deal that took Lordstown public. Lordstown Motor …