#tesla

#tesla

Everyone is entitled to their own opinion, but that's pretty demonstrably false. It's a good reminder that consumer sentiment often lags the reality on the ground. Americans don't have a damned clue who makes good EVs. That's what I took away from the January, 2026 edition of the Electric Vehicle Intelligence Report, which measures consumer sentiment toward EV brands. Surveyed consumer sentiment toward EV brands seems to be based on vibes and internal-combustion car experience, not anything resembling reality.

Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years. The update, disclosed in Tesla's Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.

The following are live updates from Tesla's Q4 and FY 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story. 16:25 CT - Good day to everyone, and welcome to another Tesla earnings call live blog. There's a lot to unpack from Tesla's Q4 and FY 2025 update letter, so I'm pretty sure this earnings call will be quite interesting.

Tesla Inc.'s ( NASDAQ: TSLA) share price pulled back 4.0% in the past week. The company reported a 46% drop in annual profit for 2025 but announced plans for $20 billion in capital spending. It also said it would end production of its flagship Model S and Model X vehicles. While it began operating "unsupervised" robotaxi rides in Austin, Texas, the NHTSA is investigating reports of Tesla vehicles with automated systems running red lights and making dangerous lane changes.

Tesla beat Wall Street's expectations, but reported its first-ever decline in annual revenue and said profits fell by 46% last year, while revenue from car sales fell by 11% year-over-year in the last quarter. Executives largely shrugged off the headwinds, with Musk and other top employees reiterating in the analyst Q&A their belief that autonomous vehicles will shortly render traditional forms of transport obsolete.

You can still buy the vehicles as long as there are units to be sold, and Tesla promises to support them for as long as people have them. Once they're gone, though, they're gone for good, because Tesla is converting their production space in the company's Fremont factory into a space for the manufacturing of Optimus humanoid robots.

Tesla will discontinue the Model S and Model X in the second quarter of 2026, Elon Musk said in an earnings call with investors today. Musk said the reasons for cancelling the vehicle programs was to make room at Tesla's Fremont factory for production of its Optimus humanoid robot. The Model S is Tesla's luxury sedan, first released in 2012, while the Model X was its SUV with gull-wing doors, introduced in 2015.

Tesla was told that if it couldn't resolve the deceptive marketing within those 60 days, the sales suspension would take effect. That would be bad for the automaker, as California is far and away its largest market in the US, albeit one that is shrinking each quarter. Having to suspend sales entirely in the state would be disastrous. Some had speculated that Tesla could change Autopilot's name to something less misleading, but the company chose a more drastic approach.

Having confirmed Tesla will start charging $99 a month for supervised Full Self-Driving (FSD), CEO Elon Musk has told the faithful that the cost will rise "as FSD's capabilities improve." Musk revealed the plan on his social media mouthpiece, X (formerly Twitter), on January 23, a week after stating that the hands-free driving technology would shift from an $8,000 one-off payment to a subscription-only model in February.

Elon Musk just took the stage at the World Economic Forum in Davos, Switzerland and announced that Tesla's Optimus humanoid robot will be sold to the public by the end of next year. Musk is the master of unrealistic timetables, but this may be the nuttiest one yet. These are humanoid robots that are supposed to be able to do just about any task a human can do.

In a statement to Reuters, Tesla Germany stated that there has been no significant reduction in permanent staff at its Gigafactory in Grünheide compared with 2024, and that there are no plans to curb production or cut jobs at the facility. "Compared to 2024, there has been no significant reduction in the number of permanent staff. Nor are there any such plans.