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Jack Dorsey, David Sacks, former Twitter exec favored to replace Musk as CEO

Credit: @Berlinergy/Twitter

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Earlier this week, Elon Musk ran a poll on Twitter asking users of the social media platform if he should step down as the company’s CEO. The poll ended with 17,502,391 votes being cast, 57.5% of which were in favor of Musk stepping down as Twitter’s chief executive. 

Later comments from Musk indicated that while he does not have a successor for Twitter yet, he would be stepping down as CEO once he finds a person that’s competent and “foolish” enough to take on the job. With this in mind, it was no surprise that a list of favored potential candidates for Musk’s successor have emerged online. It was also no surprise that the sports betting community has come up with the potential candidates’ latest odds. 

As per FairBettingSites, it appears that the outright favorite for now is Sriram Krishnan, at odds of 3/1. This could be due to the fact that Krishnan has been quite involved with Musk during his takeover of Twitter, and he is also among those who the Tesla CEO trusts. Considering his odds, the sports betting publication noted that Krishnan has a 25% chance of becoming Musk’s replacement as Twitter’s CEO. 

Following Krishnan is David Sacks, a tech investor and a member of Musk’s inner circle. Sacks and Musk go way back, as both were members of the “PayPal Mafia,” a group of executives who ended up founding some of Silicon Valley’s most prolific tech businesses. Sacks is at odds of 5/1, giving up a 17% chance of becoming Twitter’s next CEO. 

Jack Dorsey, who has already run Twitter twice in the past, is also a favorite to become Musk’s replacement. In a way, Dorsey might be a good choice considering that is is intimately knowledgeable about Twitter. He has also been quite supportive of Musk’s takeover of Twitter, and he has also not shied away from contradicting Musk directly on the platform. FairBettingSites gives Dorsey 8/1 odds — an 11% chance — of getting the post. 

Other notable names that are favored as Twitter’s next potential CEO include Blake Masters (10/1 odds; 9% chance), Sheryl Sandberg (16/1 odds; 6% chance), Lex Fridman (25/1 odds; 4% chance), and Peter Thiel (50/1 odds; 2% chance). 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla (TSLA) Q4 and FY 2025 earnings results

Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.

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Credit: Tesla China

Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.

Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.

For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.

Tesla’s Q4 and FY 2025 results

As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.

Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.

For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.

Below is Tesla’s Q4 and FY 2025 update letter.

TSLA-Q4-2025-Update by Simon Alvarez










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Tesla rolls out new Supercharging safety feature in the U.S.

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tesla's nacs charging connector
Credit: Tesla

Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.

It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.

The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.

With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:

“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”

The feature was first spotted by Not a Tesla App.

This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.

For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.

Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.

This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.

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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

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Credit: Tesla Optimus/X

A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

Humanoid robot battery deals

LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.

China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.

LF Energy Solution vs rivals

According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.

LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.

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