In its earnings report today, Tesla disclosed a $2 billion investment in xAI “as part of their recent publicly-disclosed financing round.” Bloomberg reported earlier this year that xAI, which also owns X.com and the Grok AI chatbot, burned about $7.8 billion in the first nine months of 2025. Tesla claims that the investment in xAI is “intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale.”
Tesla
Founded in 2003, Tesla is the top manufacturer of electric vehicles in the US. Led by billionaire CEO Elon Musk, the automaker upended the industry with the futuristic designs and technology of the Gigafactory, the Model S sedan, the Model X SUV, the mass-market Model 3, and soon, the Model Y compact SUV and the unconventional, Blade Runner-inspired pickup Cybertruck. The company has also experienced a number of growing pains on the path to that status as a leader, including public clashes with government agencies, and it commonly faces questions about its technology, issues with its manufacturing, and the treatment of its workforce. The Verge covers all of Tesla’s product launches and ambitions, including energy generation and storage, and the push towards autonomous cars.












Sales of the polarizing, angular electric truck continue to plummet, down 68.1 percent year over year in the fourth quarter of 2025 and 48 percent for the entire year, according to new data from Cox Automotive. That represents the largest year-over-year sales drop for any vehicle in the battery-powered segment, including those that were discontinued halfway through the year.
“We dug our own grave with the Cybertruck,” Elon Musk said back in 2023. It pains me to say it, but he was right.
After disbanding the team behind its Dojo supercomputer project last year, Tesla CEO Elon Musk says the company is “restarting work” on Dojo3 now that “the AI5 chip design is in good shape.” Tesla is also recruiting people to work on the project.

The chipmaker is making a big bet on self-driving cars. And it’s making quick progress too.


In 2011, the Tesla CEO didn’t see BYD as a competitor, laughing out loud at the mere suggestion, just like Steve Ballmer did in response to the iPhone. Microsoft no longer makes phones, and the Chinese auto giant is expected to officially surpass Tesla in global annual sales for the first time.
According to Not A Tesla App, one owner shared a service message saying there’s an Engineering Investigation ongoing, and some service staff have said a third revision of the wiper is in testing.
The extra-long blade apparently has issues with improper stowage at high speeds, contact issues that leave the windshield dirty, and problems spraying wiper fluid, even after a software update. Also, Bloomberg reports NHTSA is expanding its investigation into passenger-trapping Tesla door handles to include Model 3 vehicles, along with the Model Y.
[Not a Tesla App]

China sees humanoids as an economic engine and Musk wants a ‘robot army.’




Footage of Tesla’s humanoid Optimus robot falling over at the company’s Autonomy Visualized event is raising questions over its, well, autonomy. We can’t be sure, but it certainly looks like a teleoperator removing a VR headset.
It wouldn’t be the first time Tesla disguised humans as robots.



The biggest names in autonomy, from Waymo to Tesla, want to sell privately owned autonomous taxis. Who asked for this?
Last month Musk promised there would be “500 or more” of the (supervised) Robotaxis in Texas by the end of the year. Today he told an X user the fleet should “roughly double next month.” But given best estimates put the current number of cars around 30, double that is... nowhere near 500.
October sales are down 48.5 percent across Europe compared to 2024, according to data released by the European Automobile Manufacturers’ Association on Tuesday. For the year, Tesla’s sales are down about 30 percent in the region, while industrywide EV sales jumped 26 percent. While the company’s car business struggled, Elon Musk was focused on robots and winning shareholder approval for his newly minted $1 trillion pay package.
[ACEA - European Automobile Manufacturers' Association]
A woman died and her husband was seriously injured after first responders struggled to retrieve them from a burning Model 3, according to a new lawsuit filed against the company. The crash took place January 2023 in Washington state and is the latest to allege that Tesla’s door handle design is trapping people inside their vehicles.


The company was awarded a ridehailing permit by the state’s Department of Transportation, which clears the way for Tesla to launch a robotaxi service — potentially without safety drivers. Tesla CEO Elon Musk has said he wants to launch in 8-10 new markets before the end of 2025.
It’s without a head chef, as Eric Greenspan cuts ties after his 15 minutes of fame (infamy?) to open Jewish deli Mish.
The diner opened in July, drawing protests, and scrapped half its menu within a month. More changes are coming, with plans to convert to a full-service restaurant by January.
[Los Angeles Times]
Tesla might be about to give in and adopt Apple’s CarPlay system in its cars. It’s a welcome change, but somehow I suspect this commenter isn’t the only one holding out on a Model Y purchase for slightly different reasons.
Brian Ford:
Unfortunately, the addition of CarPlay won’t erase the other dealbreaker for me.
Get the day’s best comment and more in my free newsletter, The Verge Daily.


It’s been almost two years since the German automaker said it was adopting Tesla’s NACS standard for its electric vehicles. And at last, long after pretty much all the other automakers have already adopted the standard, VW is following through. Starting November 18th, VW ID.4 and ID Buzz owners can buy a NACS adapter online or from their local dealer for $200, which they can then use to fast charge at any of the 25,000 Supercharger outlets in North America. That’s super!
Just hours after Tesla’s former Cybertruck chief announced he would be stepping down, Model Y program manager Emmanuel Lamacchia said on LinkedIn that he’s also leaving the company, Electrek reports.


Siddhant Awasthi, who was also in charge of the Model 3 program, announced his departure on LinkedIn after three years overseeing the Cybertruck’s dismal rollout. A recent recall notice shows that just 63,619 have been sold in the US since its 2023 launch — far from the 250,000 annual sales that Elon Musk once predicted.
Tesla Cybertruck sales are flatlining


The long-delayed, next-gen Roadster is maybe, finally going to see the light of day, Elon Musk said during the company’s shareholder meeting Thursday.
Production is scheduled to start 12-18 months after the demo, or sometime in mid-to-late 2027. The seemingly interminable delays have already caused MKBHD and Sam Altman to cancel their reservations. And Musk hedged on whether the April demo will actually take place. I’m sure the fact that Musk is planning the demo on April 1st isn’t a big red flag.
Elon Musk just floated the idea of a chip fabrication facility, or “tera-fab,” to keep up with Tesla’s own demand for semiconductors. He was speaking during the company’s annual shareholder meeting, where he just was awarded a $1 trillion pay package tied to growing Tesla’s value by orders of magnitude.
Tesla shareholders approve Elon Musk’s $1 trillion pay package


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