News, deep dives, and analysis — every California story, newest first.
The man who tweeted “Will own no house” in 2020 has quietly assembled more than 90 companies in Texas, used them to buy over 1,000 acres of land, two luxury hotel condos, and multiple houses for the mothers of his children. A New York Times investigation published today reveals just how far the gap has…
A Reuters investigation published today — based on previously unreported California DMV records and a state spokesperson — reveals that Tesla logged zero miles of autonomous test driving on California public roads in 2025. That makes it six years in a row. Meanwhile, Elon Musk has spent more than a year telling investors and analysts…
One day after reporting Q4 earnings that beat revenue estimates, Lucid Group filed a WARN notice with California’s Employment Development Department disclosing 319 job eliminations at its Newark headquarters, effective April 21, according to the Mercury News. That’s the third consecutive year Lucid has filed layoff notices at the same address: 123 workers cut in…
Tesla filed suit February 13 to reverse California's "false advertiser" ruling on FSD and Autopilot. Meanwhile, Grok with Navigation Commands rolls out to Europe and Australia on software update 2026.2.6.1.
The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…
China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…
California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) allocated nearly 1,000 vouchers to subsidize the Tesla Semi…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
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