The US DC fast charging industry slowdown never showed up in 2025. In fact, according to Paren’s new “US EV Fast Charging” state of the industry report, fast charging networks set records last year, with infrastructure buildout and charging demand both jumping about 30% year-over-year.
Tesla has once again suggested that it has Robotaxis operating in the San Francisco Bay Area, despite the company cannot legally operate autonomous vehicles in the state of California.
Tesla will discontinue the Model S and Model X by the end of Q2 2026, CEO Elon Musk announced during the company’s Q4 2025 earnings call today.
The decision marks the end of an era for Tesla’s flagship vehicles, the Model S launched in 2012 and the Model X in 2015.
Musk’s reason: “Autonomy.”
Tesla (TSLA) released its financial results and shareholders’ letter for the fourth quarter (Q4) 2025 and full-year 2025 after market close today.
We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.
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.
For the first time ever, Tesla has revealed how many people are actually paying for Full Self-Driving. The answer: 1.1 million, roughly 12% of its cumulative vehicle sales.
The disclosure came in Tesla’s Q4 2025 earnings report, where the company revealed “Active FSD Subscriptions” as a new metric. The number includes both upfront purchases and monthly subscribers, but excludes free trials.
Tesla has started building Model Y battery packs with its in-house 4680 cells again, more than two years after pulling the plug on the original 4680-equipped Model Y to prioritize Cybertruck production.
But this time, the motivation isn’t revolutionary battery tech. It’s tariffs. And also, Cybertruck’s poor sales mean the program doesn’t consume many batteries.
The SEC is not letting up on Elon Musk. In a new legal reply filed today, the regulator is asking a federal judge to grant summary judgment and find the Tesla CEO liable for violating securities laws during his 2022 acquisition of Twitter (now X).
