[New] China's BYD (CN: 002594) sold 4.6 million vehicles in 2025, likely surpassing Tesla to be the world's biggest EV maker.
Morningstar, Inc.
[New] Musk has consistently claimed that autonomous capabilities will set Tesla apart from rivals, and it has started operating a limited robotaxi service in Austin, Texas.
The Guardian
[New] Investors appear to be betting that Musk will lead Tesla to be a leading force in robotics and artificial intelligence.
The Guardian
[New] The burgeoning robotaxi industry could be extremely lucrative for Tesla if Musk can deliver on his promises.
Los Angeles Times
[New] Tesla will progress from tens of deployed vehicles to hundreds, setting up for genuine competition in 2027.
SuperSeed
[New] Analysts expect BYD to have sold more battery-electric vehicles worldwide for a fifth consecutive quarter, driven by strong sales in China and momentum in Europe, where Tesla has been unable to obtain regulatory approval for FSD.
Whalesbook
[New] With $41.6 B liquidity and $9 B 2026 capex, Tesla aims to build an end-to-end AI ecosystem despite regulatory and margin risks.
Ainvest
[New] With production ramps on the horizon, Tesla could flood markets with affordable robotaxis, undercutting competitors.
WebProNews
[New] Tesla's humanoid Optimus robots could make Tesla a $25 trillion company.
UK Investor Magazine
[New] The all-electric Tesla Semi truck is expected to enter mass production in the second half of 2026 after years of delays.
FuTu News
[New] Tesla is about to begin production of two products that could define its future: a series of humanoid robots and a micro silicon chip.
FuTu News
[New] Tesla will produce 1 million humanoid Optimus robots per year within the next five years.
Gizmodo
[New] Tesla CEO Elon Musk has confirmed that Samsung will produce part of the AI5 chip series, initially planned for Taiwan's TSMC.
the korea herald
Tesla is set to begin production on the Cybercab, its dedicated robotaxi, which does not have a steering wheel and pedals, in April 2026.
Business Insider
Waymo and Tesla are planning to bring their driverless taxis to a dizzying number of new cities in 2026, with both confirming plans to launch robotaxi operations in Miami, Dallas, and Houston.
Business Insider
Tesla is preparing to launch its fully autonomous robo-taxi service, 'Cyber Cab', with pilot projects already underway in Austin, and a full rollout expected in 2026.
Orion Market Research
Analysts expect Tesla to grow its robotaxi fleet to roughly 1,000 vehicles by 2026, up from the current low-hundreds.
TradingView
Morgan Stanley expects Tesla to meaningfully increase its robotaxi fleet size in 2026.
Seeking Alpha
