News
General Motors ends the Chevy Bolt, along with an old narrative [Op-Ed]
General Motors’ decision to end the Chevy Bolt also brought closure to an old narrative that the vehicle, which has been plagued by a disastrous perspective driven by major battery issues, is not dependable. Ending what accounted for more than 98 percent of its 2022 EV sales last year may be more than a public relations move than anything.
There is no doubt the Chevy Bolt is a common option among electric vehicle buyers. The car is still commonly considered one of the more affordable electric options on the market, and the most recent model year was no different. Offering both the EV and slightly more spacious EUV at a price point below $30,000 is just what GM needed to surge sales of sustainable powertrains within its offerings after stalled efforts to widely manufacture its other models, like the GMC Hummer EV and Cadillac Lyriq, slowed the so-called “leader in EVs” potential rise to prominence.
While GM executives noted yesterday during the company’s Q1 2023 Earnings Call that the termination of the Bolt EV and EUV will make way for more popular and soon-to-be-offered pickups and SUVs, it is not a far-fetched thought to think that eliminating the two models is a move that offers both high risks and high rewards. On one hand, GM has been extremely dependent on the Bolt models to drive EV sales. On the other, the vehicles are basically the only reason GM has any credibility in the space.
GM bids farewell to the Chevy Bolt, bringing closure to its best-selling EV
Eliminating the Bolt means two things: GM will have immense pressure to ramp up production of its other vehicles. If successful, it will truly launch itself into an entirely new status. Failure could set the automaker back years in terms of what it has worked so hard to build, all of which can be attributed to the Bolt’s prowess as the manufacturer’s most popular EV.
But even more important is that an old narrative that has hovered over the Bolt like a dark storm cloud will go, and that is that it is a car plagued with old stories of battery issues, which were widely fixed as a result of a major overhaul that cost GM over $1 billion.
Various Bolt EVs were widely followed by the massive recall, which the automaker paid $1.8 billion to remedy. During the Q2 2021 Earnings call, the company said it would voluntarily recall all 2020-2022 model year vehicles to fix a series of manufacturing defects within battery cells. These problems forced owners to do things like limit the state of charge, park outside of their garages, and even avoid certain parking lots, as Bolts were banned from parking on some properties.
It worked quickly to fix the issues, and eventually, the Bolts were handed back to their owners and were safe to drive once again.
While the problems and defects disappeared, the opinions didn’t.
It begs the question of whether GM is eliminating the Bolt for another reason, at least partially. Bringing an end to a vehicle that brought so much of both triumph and turmoil to the GM name has its positives and negatives. Ultimately, GM plans to be all-electric in the long term, and getting off the ground running with a new lineup of EVs on its Ultium platform is the most crucial part of the process.
Unfortunately, this includes bringing closure to a model that may come with a negative narrative in the future.
Don’t hesitate to contact us with tips! Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com.
News
Tesla Cybertruck sales bolstered by bold Musk move, report claims
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
A new report from Bloomberg claims Tesla Cybertruck sales were inflated by internal buyers, meaning companies owned by CEO Elon Musk, and most notably, SpaceX.
According to a new registration data analysis, a significant portion of the fourth quarter’s Cybertruck sales came from Musk companies.
In the fourth quarter of 2025, 7,071 Cybertrucks were registered in the United States. SpaceX, Musk’s rocket and satellite company, accounted for 1,279 of those vehicles—more than 18 percent of the total. Musk’s additional ventures, including xAI, the Boring Company, and Neuralink, acquired another 60 trucks during the same period.
Tesla Cybertruck just won a rare and elusive crash safety honor
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
These internal sales supplemented the Cybertruck’s overall performance for the quarter, as without them, sales would have plunged 51 percent. The vehicle, which has repeatedly been called “the best product Tesla has ever made,” has fallen short of expectations due to pricing.
When first unveiled back in 2019, Tesla had a $39,990, $49,990, and $69,990 configuration for sale. Those prices inflated significantly as the truck was not released to customers until 2023. Those who had placed orders for affordable configurations were priced out.
Sam Fiorani, VP of Global Vehicle Forecasting at AutoForecast Solutions, said, “Tesla is running out of buyers for the Cybertruck.” In reality, there are probably a lot of buyers, but they simply cannot afford the truck at its current price point.
The Cybertruck was supposed to broaden Tesla’s appeal beyond its core lineup of sleek sedans and SUVs. While it has done a lot for brand notoriety, it has not lived up to its monumental expectations, and it’s simply because the truck has not been as available as most had thought.
The truck is still the best-selling electric pickup in the country, outpacing rivals like the Ford F-150 Lightning and Chevrolet Silverado EV. It is also not uncommon for companies to use their own vehicles for internal operations, like Ford using its own Transit van for Mobile Service.
However, this much inventory of Cybertrucks being purchased by Musk’s companies is not what you love to see as a fan or investor.
News
Tesla Signature Model S, X owners get hit with crazy no-resale clause
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Tesla Signature Model S and X owners got hit with a crazy no-resale clause by the company, a move that has been used before to limit the immediate resale of a vehicle to obtain a sizeable profit.
Tesla has introduced a strict “No Resale Agreement” for its ultra-limited Signature Edition Model S and Model X Plaid vehicles, signaling the automaker’s determination to keep these final flagship models in the hands of genuine enthusiasts rather than speculators.
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Signature Edition Model S/X orders contain a No Resale Agreement.
Here is the document.
Additionally, here is the resale clause which states the Luxe Package does not transfer (this is not new) pic.twitter.com/CGB5QBJIL6
— The Cybertruck Guy (@cybrtrkguy) April 12, 2026
Purchasers promise they “will not sell or otherwise attempt to sell the vehicle within the first year following your vehicle’s delivery date.”
Violators face steep consequences: Tesla can pursue liquidated damages equal to $50,000 or the full amount received from any sale or transfer, whichever is greater. The company also reserves the right to refuse future vehicle sales to anyone who breaches the clause. Orders are account-specific, requiring buyers to log in with their personal Tesla account, which further complicates any informal transfers.
The restrictions extend beyond the one-year lockout. Even after the prohibition period ends, key elements of the Signature Edition’s appeal do not transfer with the car. The Luxe Package—bundling lifetime Full Self-Driving (Supervised), free lifetime Supercharging, and permanent Premium Connectivity—terminates upon any change in ownership.
While four years of Premium Service, tire, and windshield protection plans do transfer, the high-value software and charging perks effectively vanish for the second owner. This non-transferability has long been Tesla’s policy for Luxe-equipped vehicles, but it carries extra weight on a nearly $160,000 limited-run model.
Tesla’s move is a direct response to past flipping of rare editions. By tying the car to the original buyer’s account and imposing financial penalties, the company aims to curb gray-market speculation that could drive prices far above MSRP.
Critics of the no-resale clause argue that the agreement limits personal property rights and could complicate legitimate life events like relocation or financial hardship.
For now, the policy appears ironclad. Deliveries of the Signature Editions are expected to begin in May 2026, complete with Garnet Red paint, gold-accented badging, Alcantara interiors, yoke steering, and unique numbered plaques.
In an era when limited-edition vehicles often become instant investment pieces, Tesla is betting that true fans will embrace the rules. Whether the No Resale Agreement successfully protects the final chapter of the Model S and X legacy remains to be seen—but one thing is clear: these will be among the most tightly controlled Teslas ever sold.
News
Tesla just tipped its hand on a major Cybercab feature as production hits Plaid Mode
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear. On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 freshly built Cybercabs parked in the outbound lot—each one conspicuously lacking a steering wheel.
Tesla just tipped its hand on a major Cybercab feature as it is putting production into Plaid Mode, but a clear indication of what the company plans to do with the vehicle is now apparent.
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear, and it’s doing it with full autonomy in mind.
On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 newly built Cybercabs parked in the outbound lot, each conspicuously lacking a steering wheel, and potentially pedals.
Tegtmeyer’s post highlighted the significance of this development: The images and video reveal sleek, two-seat Cybercabs in their final production form: no driver controls, no side mirrors, and the minimalist interior first unveiled at Tesla’s “We Robot” event in October 2024.
Something big has changed at Giga Texas with Cybercab production … ~ 14 in the outbound lot WITHOUT STEERING WHEELS!
Earlier this week, the production line has begun what we are all waiting for and I would expect to see many more starting on Monday, 4/20 🤠
A big step… pic.twitter.com/K17ZzBlQ8k
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) April 17, 2026
These units contrast with earlier test vehicles spotted at the factory’s crash-test area, which carried temporary steering wheels and pedals to meet current federal regulations during data-collection phases.
The outbound-lot vehicles appear complete, with production wheels, tire stickers, and the signature Cybercab styling ready for deployment.
This sighting represents a pivotal transition. Tesla designed the Cybercab from the ground up as a purpose-built robotaxi, engineered for unsupervised Full Self-Driving (FSD) operation. Removing manual controls eliminates cost, complexity, and weight while maximizing interior space and range.
The move also signals that Tesla has cleared initial validation hurdles and is now building vehicles to the exact specification intended for commercial robotaxi service.
Industry watchers note the timing aligns with Tesla’s broader rollout plans. Production of early Cybercabs began in late 2025 and early 2026, primarily for internal testing and regulatory compliance.
Federal Motor Vehicle Safety Standards currently limit vehicles without steering wheels to 2,500 units per year without exemption, a cap that Tesla is navigating through ongoing filings.
Tesla Cybercab spotted next to Model Y shows size comparison
The appearance of steering-wheel-free units in the outbound lot suggests the company is preparing a small initial fleet—likely for Austin pilot operations or further validation—while pushing for regulatory relief to scale output.
The development comes as Tesla ramps its dedicated Cybercab line at Gigafactory Texas. If the Monday surge materializes as predicted, observers expect dozens more units to accumulate rapidly.
With unsupervised FSD advancing and regulatory conversations ongoing, these wheel-less Cybercabs parked under the Texas sun represent more than hardware—they embody Tesla’s bet that autonomous mobility is no longer a prototype dream but an imminent reality.