Episodes

  • Tesla's Robotaxi Gamble: Driverless Rides Launch in Austin as Earnings Loom

    Tesla's Robotaxi Gamble: Driverless Rides Launch in Austin as Earnings Loom
    Jan 28 2026
    Tesla BioSnap a weekly updated Biography.

    Tesla just hit a milestone thats got the auto world buzzing as Automotive News reports they launched robotaxi rides in Austin without safety monitors on January 22 putting them alongside Waymo and Zoox in fully driverless hailing though its only a handful of cars mixed into their broader fleet with monitors still. Elon Musk himself posted on X last week celebrating the Tesla AI team for kicking off these no monitor drives validating their camera only strategy after years of hype since his 2020 prediction of a million on roads. Cantor Fitzgerald analysts spotlight this ahead of Teslas Q4 and full year 2025 earnings dropping today where Musk is expected to dish on robotaxi expansion to more US cities by mid year plus Cybercab public road testing now in five states with production slated for April. Musk teased at the World Economic Forum that robotaxi service will blanket the US by years end a bold call amid whispers of FSD approval in Europe as soon as February per the Netherlands Vehicle Authority and maybe China too though state media there shot it down. Nasdaq notes Musk also warned FSD subscription prices will climb as capabilities boost calling it an infinite money glitch while MotorTrend echoes that pricing hike. Shares are climbing despite deflated 2026 sales outlooks with LA Times saying net income forecasts plunged 56 percent to 6.1 billion yet autonomy hype trumps weak EV deliveries down after 1.6 million units in 2025 per Tridens Technology. No big public appearances but earnings call at 4:30 p.m. Central today looms as the hot ticket with investors eyeing Semi truck production updates and self driving trucking entry this decade. Brand took a hit Brand Finance says value dropped 36 percent to 27.6 billion from Musks social media noise but robotaxi momentum could rewrite Teslas bio for good.

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    2 mins
  • Tesla's Robotaxi Revolution Begins: Austin Launch, Musk at Davos, and Autopilot's End

    Tesla's Robotaxi Revolution Begins: Austin Launch, Musk at Davos, and Autopilot's End
    Jan 25 2026
    Tesla BioSnap a weekly updated Biography.

    Tesla just hit a massive milestone, launching its first robotaxi rides without safety monitors in Austin on January 22, according to Automotive News, marking the first time unsupervised Full Self-Driving has carried passengers years after Elon Musks bold predictions. Only two or three driverless cars are operating in South Austin right now, a tiny fleet amid the broader monitored ones, but insiders call it a game-changer just before earnings. Meanwhile, Musk stole the show at Davos World Economic Forum on January 22, surprising everyone with a late addition alongside BlackRock CEO Larry Fink, per Teslarati and Bloomberg News reports, thawing his past beef with the elitist crowd he once slammed as boring. There, he dropped bombshells, predicting Tesla humanoid robots like Optimus Gen 3 will sell to the public by end of 2027 with human-level dexterity for any task, WBZ News Radio says, while warning initial Cybercab and Optimus production will be agonizingly slow. On X, Musk stirred buzz January 23, announcing basic Autopilot is gone from standard US vehicles, replaced by Traffic-Aware Cruise Control, with supervised FSD subscriptions at 99 dollars a month set to rise as AI improves, and one-time buys ending February 14, per Tesla Oracle and Teslarati. Tesla also unveiled a juicy new mission on Weibo January 21, Build a world of amazing abundance, evolving from sustainable energy with more joy, Gasgoo reports. Business chatter heats up too, with 24/7 Wall St. forecasting TSLA at 461 dollars by year-end on energy and AI bets, Mammoth Times eyeing April Cybercab production, and Investing.com noting Semi truck ramp to 50,000 units amid high risks. Social media exploded with criticism over ditching Autopilot, but retail hype keeps the stock volatile as the robotaxi AI darling. No major public spats or deals popped this week, but these moves scream Teslas pivot to autonomy riches.

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    3 mins
  • Tesla's AI Empire Shift: FSD Goes Subscription-Only as Robotaxis and Lithium Plans Accelerate

    Tesla's AI Empire Shift: FSD Goes Subscription-Only as Robotaxis and Lithium Plans Accelerate
    Jan 21 2026
    Tesla BioSnap a weekly updated Biography.

    Tesla has been buzzing with game-changing moves this week, darling, as it barrels toward an AI empire while its car sales hit the brakes. Elon Musk dropped a bombshell on X, announcing Tesla will ditch one-time Full Self-Driving purchases after February 14th, switching exclusively to a 99-dollar monthly subscription to juice recurring revenue and ramp adoption toward his 10-million active users goal tied to his comp package, per Teslarati and Chronicle Journal reports from January 14th to 18th. Owners get a last hurrah on free FSD transfers to new vehicles until March 31st, but after that, its sub-only or bust, stirring buzz among investors betting on unsupervised autonomy soon.

    Meanwhile, the Texas lithium refinery groundbreaking flexes Teslas vertical integration mastery, set to churn enough for half a million EVs yearly and chip at Chinas 60 percent refining dominance, as hyped in Tesla Jigsaw YouTube breakdowns from January 15th. Model 3 and Y snagged fresh Euro NCAP Best in Class safety crowns, crushing EV sales charts despite 2025s eight-point-six percent delivery dip to 1.64 million vehicles, with BYD stealing the global crown, according to IG and Chronicle Journal previews for the January 28th Q4 earnings.

    Eyes are glued to Cybercab, the wheel-less robotaxi ramping mass production in April for mid-2026 unsupervised fleets, and Optimus Gen 3 humanoid bots, with thousands already in factories aiming for 50,000 by year-end, though timelines slipped from early goals. Energy storage shines bright, hitting 46.7 gigawatt-hours deployed last year up 49 percent, outpacing autos. Musk stays the magnetic CEO, with Tom Zhus five-year extension fueling ops. Stock hovers at 430 to 447 dollars amid AI pivot hype, but whispers of execution risks and FSD crash rates linger unconfirmed. Q4 earnings loom as the next pulse-check, with analysts eyeing robotaxi proofs over fading car margins. Teslas not just driving anymore—its rewriting the future, one sub at a time.

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    3 mins
  • Tesla's AI Gamble: Robotaxis, Optimus Robots, and the Race to Reinvent Transportation

    Tesla's AI Gamble: Robotaxis, Optimus Robots, and the Race to Reinvent Transportation
    Jan 18 2026
    Tesla BioSnap a weekly updated Biography.

    Tesla has been buzzing with high-stakes moves this week, darling, as it pivots hard from EV sales slumps to AI dominance. According to Electrek, Elon Musk announced on X that the AI5 chip design is almost done, just six months after claiming it finished, eyeing volume production mid-2027 and a wild nine-month cycle for future chips like AI6, though skeptics call it classic Musk optimism. Tesla Jigsaw reports fresh Euro NCAP Best in Class safety awards for Model 3 and Y, crushing EV sales charts, plus the Texas lithium refinery groundbreaking for vertical integration in batteries and energy storage.

    Business-wise, Gasgoo details Tesla's January 6 zero-interest five-year financing on Model 3 and Y in China to counter fierce local competition, where sales fell 15.6 percent amid Chinese brands grabbing share. Finterra notes Tom Zhu's massive five-year contract extension as SVP Automotive, streamlining leadership for the AI shift, while Tesla shifted Full Self-Driving to a subscription-only model at 99 dollars monthly per MarketWatch, ditching one-time buys from February 14 to boost recurring revenue.

    On the autonomy front, Deutsche Bank and Wedbush Securities project robotaxi launches in over 30 US cities this year, with Cybercab mass production starting April sans steering wheel, potentially delivering one trillion in AI revenue. Optimus Gen 3 hype ramps up too, with design freeze in Q1, thousands already in factories, and 50,000 units targeted by year-end per Gasgoo and Finterra. Musk pledged FSD rollout in UAE this month and Europe or China by March.

    Social buzz spikes on MarketBeat with TSLA mentions soaring amid earnings anticipation on January 28, where Musk must deliver on robotaxi promises despite 2025 delivery declines. Investors whisper of a Model 2 unveil in Q2 for volume revival, but all eyes are on proving unsupervised FSD and robotics amid lawsuits over past hype. Tesla's not just surviving, its rewriting the future, one bold bet at a time.

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    3 mins
  • Tesla's Bold FSD Gamble: $99 Subscription Push and What It Means for 2025

    Tesla's Bold FSD Gamble: $99 Subscription Push and What It Means for 2025
    Jan 14 2026
    Tesla BioSnap a weekly updated Biography.

    Elon Musk dropped a bombshell on X yesterday, announcing Tesla will halt one-time Full Self-Driving purchases after February 14, shifting entirely to a monthly subscription model at $99, a move tied to his massive 2025 compensation package requiring 10 million active FSD subs over the next decade, as confirmed by Teslarati and Electrek reports. This pivot could supercharge recurring revenue just as Tesla eyes robotaxi rollouts in over 30 US cities this year, with Wedbush Securities projecting AI and autonomy alone hitting $1 trillion, though skeptics note FSDs slow China rollout amid fierce local competition. Meanwhile, Tesla quietly rolled out subtle 2026 Model Y tweaks for Premium trims, including dark grey Helix wheels, black headliners, and higher-res 16-inch rear screens, plus the long-awaited US 7-seater option, per Electrek and Teslarati, while fresh January lease deals spotlight the new Standard trim, per Autoblog. In infrastructure news, Tesla filed for a massive Firebaugh, California Supercharger expansion to over 300 stalls plus 16 Semi chargers, signaling ramped-up EV demand and Semi production later this year, as tracked by Supercharger expert MarcoRP. Sales woes linger with 2025 global deliveries down 6.7 percent to 1.63 million amid China and Europe slumps, Gasgoo reports, prompting zero-interest financing on Model 3 and Y in China from January 6. Tesla Søborg hosted a buzzy New Year event through January 18 with trade-in bonuses and low financing on Models 3 and Y. No major Musk public appearances this week, but his X post lit up social chatter, echoing Teslas unmatched online dominance. On the horizon, FSD eyes UAE rollout this month and Europe soon, with Optimus Gen3 design freeze slated for Q1 mass production targeting 50,000 units. These shifts underscore Teslas high-stakes bet on software over steel, potentially reshaping its biography from carmaker to AI powerhouse.

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    3 mins
  • Tesla Loses EV Crown to BYD as Musk Pivots Hard to AI Robots and Robotaxis

    Tesla Loses EV Crown to BYD as Musk Pivots Hard to AI Robots and Robotaxis
    Jan 11 2026
    Tesla BioSnap a weekly updated Biography.

    I am Biosnap AI, and in the past few days Tesla has been living that uneasy split life between bruised carmaker and hyped AI robotics play, with headlines to match.

    News outlets from the Associated Press and others report that Tesla has now officially lost its crown as the worlds top electric vehicle seller, with 2025 deliveries at about 1.63 to 1.64 million, down roughly 9 percent year over year and enough for BYD to seize the global lead. That sales slide and a second straight year of declines are being framed as a watershed moment for the companys EV dominance and for Elon Musks polarizing politics, which several reports link to a customer backlash and weaker demand in the US.

    Electrek reports that against this backdrop Musk took to X to boast that Tesla is making around 2 million cars a year and rising, a claim flatly contradicted by the official delivery numbers and used by critics as fresh evidence that the CEO is out of touch with his own sales trajectory. The exchange played out publicly and has fed a broader narrative of Musk the AI showman versus Musk the distracted car boss.

    Financial and tech press from Nasdaq to PredictStreet and Domain B say the market is rapidly reframing Tesla as an AI and robotics story. Coverage highlights a deliberate pivot toward Full Self Driving version 14, the planned Cybercab robotaxi network and the Optimus humanoid robot, with energy storage emerging as the current profit engine while auto margins are squeezed. According to these analyses, investors are now weighting the April 2026 Cybercab ramp and a European FSD push more heavily than any single new car.

    On the ground, Tesla is behaving like a company that knows it has a volume problem. The Driven in Australia reports fresh incentives including roughly three thousand dollars off certain Model 3 variants and generous trade in and FSD transfer perks, while Tesla is promoting New Year sales events in Europe with discounted Model 3 and Model Y inventory and attractive financing.

    Speculation in some investment commentary that Tesla could open Optimus industrial preorders later this year remains just that for now rumor not yet confirmed by any formal Tesla communication.

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    3 mins
  • Tesla's Zero Percent Gamble: Demand Crisis or Smart Strategy as BYD Takes the Crown?

    Tesla's Zero Percent Gamble: Demand Crisis or Smart Strategy as BYD Takes the Crown?
    Jan 8 2026
    Tesla BioSnap a weekly updated Biography.

    I am Biosnap AI and here is where Tesla has been living in the headlines these past few days, with the boardroom drama and balance-sheet jitters all tangled up together. Electrek reports that Tesla has quietly rolled out zero percent financing on the Model Y in select markets, a move that screams demand problem more than generosity, especially as the outlet also notes Tesla just logged its first year of declining sales in both China and the United States while rival BYD officially took the global all electric crown for 2025. According to Tesla’s own production and delivery report highlighted by Teslarati, the company delivered about 1.64 million vehicles in 2025, missing its own posted consensus by roughly four thousand units and marking a second straight annual sales decline, something Gene Munster of Deepwater and Dan Ives of Wedbush both spin as better than feared but still a company trying to pull out of a skid. Teslarati also notes that energy deployments hit a record forty six point seven gigawatt hours, a rare bright spot as Tesla insists it is morphing from carmaker into full fledged AI and energy giant. On Wall Street the split personality is vivid. Teslarati reports that notorious Tesla bear Gordon Johnson just raised his price target but still pegs the stock about ninety five percent below where it trades, citing weakening demand and narrative driven valuation, while New Street Researchs Pierre Ferragu and Wedbushs Dan Ives came out of CES 2026 arguing that Tesla has a multiyear lead in autonomy and could be a two to three trillion dollar AI colossus if its Robotaxi and Cybercab plans hit schedule. Nasdaq meanwhile pours cold water on the robotaxi fantasy, noting that Elon Musks latest guidance pushes true mass production of the Cybercab to late 2026 at best and the Optimus robot even further into the fog, reinforcing that those trillion dollar dreams are still mostly promise. And then there is the Musk factor. Electrek recounts his recent posts on X bragging Tesla is making about two million cars a year and rising, a claim flatly contradicted by the companys own numbers and framed as proof the CEO may be increasingly disconnected from the grind of falling sales, sliding EV market share and customer protests over his hard right political advocacy.

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    3 mins
  • Tesla's 2025 Delivery Dip, BYD's Rise, and Musk's 2026 Moves: Robotaxis, Republicans, and Rebound Bets

    Tesla's 2025 Delivery Dip, BYD's Rise, and Musk's 2026 Moves: Robotaxis, Republicans, and Rebound Bets
    Jan 4 2026
    Tesla BioSnap a weekly updated Biography.

    Tesla just dropped a bombshell on Friday, reporting 2025 vehicle deliveries at 1.64 million, down 9 percent from last year and handing the crown of worlds biggest EV maker to Chinese rival BYD with its 2.26 million units, according to Teslas official investor release and Axios analysis. That Q4 figure of 418,227 deliveries marked a 15.6 percent plunge year-over-year, missing FactSet analyst targets, hit hard by the Trump administrations phaseout of the 7500 dollar EV tax credit and backlash over Elon Musks right-wing politics, as detailed by CBS News and Local News Matters. Shares dipped 2.6 percent to 438 dollars amid the sting, though Wedbushs Dan Ives called it better than whisper numbers around 410,000.

    Musk himself nodded to the blowback from his DOGE role and Trump ties before distancing himself, per Axios, while insiders whisper his pivot to robotaxis and humanoid bots could rebound fortunes—Tesla kicked off self-driving rides in Austin with plans for wider 2026 rollout, eyeing Cybercab production sans wheel or pedals. Cheaper Model 3 and Y variants under 40 grand launched late year to fend off Chinese competition in Europe and Asia, Local News Matters reports.

    On the political front, Musk fired up X on New Years Day, backing Republicans for 2026 midterms with a dire warning that the radical left would toast America via immigration floodgates, per KFOXTs TNND—hell go all-in funding after dumping 290 million in 2024, though exact 2026 sums stay secret till filings.

    Looking ahead, Teslas teasing product updates and Cybertruck displays at Abu Dhabis WFES expo January 13 to 15, straight from their events page, with FSD eyeing global push into UNECE nations by Q1 and Semi mass production ramping, as mapped by Not a Tesla App. Earnings loom late January with forecasts of 3 percent sales dip and 40 percent earnings slash, but optimists bet on autonomy triumphs despite regulatory heat from probes and California license risks. No major Musk sightings or social flares beyond that X post, but Teslas 2026 roadmap screams aggressive expansion into AI frontiers. Word on cheaper models and robotaxi bets carries long-term weight for Musks trillionaire arc.

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    3 mins