Tesla’s Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker.
In a single call, Tesla announced it’s killing the Model S and Model X, has no plans for new mass-market models, and is pivoting entirely to “transportation as a service.” The company that revolutionized the auto industry is walking away from it, not because it failed, but because Elon Musk got bored and found new toys.
The Lucid Air Grand Touring outlasted the competition during Norway’s NAF Winter Test, driving more than 320 miles (519 km) in the frigid cold.
Tesla filed two new trademark applications within 37 seconds of each other last night, moments after Elon Musk used the terms on the company’s Q4 2025 earnings call. It follows Tesla having issues securing the ‘Cybercab’ trademark because of its own tardiness again.
Welcome to Tesla’s new trademark strategy: panic-filing in real time.
On Tesla’s Q4/FY2025 earnings call yesterday, Musk mused about the growth rate of its paid robotaxi service, which it launched in Austin this year.
But there’s little evidence that the network is working at the level he claims it is today, and it seems extremely unlikely that it will scale at the rate he claimed either.
Years ago, UL certification was a niche detail in the e-bike industry, often buried deep in spec sheets if it was there at all. But today, it’s one of the most important labels in the entire e-bike industry – and now, it’s at the center of a major lawsuit involving counterfeit safety marks, Chinese manufacturers, and the world’s largest online retailer.
Elon Musk admitted on Tesla’s Q4 2025 earnings call today that the company doesn’t have any Optimus robots doing useful work in its factories right now.
This is a striking admission, given that Musk has spent the past two years claiming the opposite.
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.
On today’s Tesla Q4 earnings call, Tesla CEO Elon Musk responded to a question about Cybertruck’s failed design by stating that Cybertrucks could be used for intra-city autonomous deliveries.
But that betrays a simple misunderstanding of how shapes work – and why the Cybertruck has not become accepted as the hyper-utility vehicle that it was originally marketed as.
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 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.