The Tesla community is one of the more polarizing groups that exists in the world of cars. It appears that it is almost 50/50 in terms of whether supporters of Tesla are willing to lend their support to other manufacturers. Some aren’t willing to hear other companies out.
While there isn’t an overwhelming push in one way or another, one thing is for certain: Tesla supporters love Tesla. But whether they’re willing to commend another automaker for developments that they may have made or cars they plan to build is a different story.
For years, Tesla was always considered a car company that didn’t have much potential. It didn’t have much money. It didn’t have many proven automotive industry veterans behind the engineering or supply chain of their cars, and it was trying to convince people that gas was inferior to electric. In 2008, this wasn’t a simple task. It was closer to impossible at the time.
Only a few people could afford Tesla’s Roadster, which was all apart of the plan so the company could pile up some funding for future projects. But on top of that, even if it was affordable, would people have bought it? Who knows.
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But after Tesla started manufacturing the Model S, people began to really listen. People had invested their money into the company’s IPO just two years earlier, and the Model S was the sleek, fast, and pretty car that everyone wanted. But it was still an uphill climb. After the Model X came out, it wasn’t much of a difference; it was just the SUV version of an electric car. But the Model 3 came around and convinced many people around the world that Tesla was for real. It had built a car that people could afford. It had great range, it had performance. Most of all, Tesla proved that it could mass-produce a vehicle, even if it was hell.
Slowly but surely, the doubters switched sides. They realized they had been all wrong about Tesla, but the early investors and the people who have believed in the company since the beginning weren’t having it. Who could blame them?
They had believed in Tesla from the start. They were the ones who knew that Elon Musk could lead the company to a new era, and they were right. Now that others are coming on board, there is a spot in that where many of us can feel a bit of sympathy for them. If you weren’t with us then, don’t be with us now. Hints of a bandwagon feel come to mind when explaining this situation. It’s almost reminiscent of how I see a lot of Chiefs hats and jackets at the store now. I don’t for a second believe there are this many Kansas City fans in York County, PA.
I don’t necessarily disagree with what the Tesla loyal fans are doing. They have believed in Tesla since day 1, and now that it’s the most valuable car company in the world and is successful, many people are on board, and that can be not very pleasant.
However, more fans means more sales, which means the stock price goes up. It means there are more EVs on the road instead of gas cars, and it means Tesla’s mission is coming true. While the fandom is something that can be chalked up to a “bandwagon feel,” maybe some people just wanted proof that Tesla was for real, and I can understand that too.
Tesla’s Day 1’s also have had to deal with other car companies casting stones in Tesla’s direction for years. GM, Ford, all of these companies didn’t care about making EVs. They would roll out one or two models, some of them never even making it to production lines. Then they would say Tesla’s business model was ridiculous or unsustainable. Now, they’re drawing inspiration from that “unsustainable” company. Interesting how that works, isn’t it?
Now that other car companies are all about the electric mission, they’re claiming their car is the “Tesla Killer” (a term I have come to hate in my time as an automotive journalist). They’re claiming their batteries will be better, and their cars will be cheaper. Blah blah blah, we’ve all heard it before. The problem is these companies continue to talk the talk but not walk the walk. They’re always saying how they will be the next big thing, but it rarely comes to fruition considering car companies constantly delay releases or do away with projects completely.
On the other hand, Elon has always been an open supporter of more car companies making more EVs. It all contributes, and I don’t think he’s ever taken any criticism very personally; I would imagine he’s used it as motivation based on the way things have turned out. I personally commend him for always taking the high road and never being petty or ugly toward a car company that hasn’t supported him. I think it only added fuel to the fire for him and made him want to accomplish the Master Plan that much more.
But if we all love Elon and support him and are thankful for what he’s done for the EV community, should we take his guidance and support other car companies for what they’re trying to do? Is it just a lost cause? What do you make of other car companies trying to release effective modes of electric transport?
Personally, I support any EV. I will never say that any EV is better than Tesla’s because I truly believe they are the best EVs out there. I think there are always things to work on, but if you want something that will be dependable and deliver great range, Tesla is the best option currently.
I do like other car companies, too. Rivian and Lucid are both showing tremendous potential, and I think they have a great chance to be right there in a few years. Volkswagen will always have a little place in my heart since the first car I ever had was a 1998 Jetta K2, but I think they have a lot of work to do. It will get done, I’m sure, but if I am going to support an EV company that once produced ICE, it will be VW.
I would love to hear what your thoughts are on this. I want to know if you support other car companies that are producing EVs, or are you Tesla-loyal? Let’s keep it respectful as always. Please do not openly attack any company or attack anyone else’s beliefs. Try and be as respectful as you can and consider everyone’s opinions.
A big thanks to our long-time supporters and new subscribers! Thank you.
I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!
Investor's Corner
LIVE BLOG: Tesla (TSLA) Q4 and FY 2025 earnings call
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter.
Tesla’s (NASDAQ:TSLA) earnings call follows the release of the company’s Q4 and full-year 2025 update letter, which was published on Tesla’s Investor Relations website after markets closed on January 28, 2025.
The results cap a quarter in which Tesla produced more than 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products. For the full year, Tesla produced 1.65 million vehicles and delivered 1.63 million, while total energy storage deployments reached 46.7 GWh.
Tesla’s Q4 and FY 2025 Results
According to Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP earnings per share of $0.24 and non-GAAP EPS of $0.50 in the fourth quarter. Total revenue for Q4 came in at $24.901 billion, while GAAP net income was reported at $840 million.
For full-year 2025, Tesla reported GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Total revenue reached $94.83 billion, including $69.53 billion from automotive operations and $12.78 billion from the company’s energy generation and storage business. GAAP net income for the year totaled $3.79 billion.
Earnings call updates
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.
16:30 CT – The Q4 and FY 2025 earnings call officially starts. IR exec Travis Axelrod opens the call. Elon and other executives are present.
16:30 CT – Elon makes his opening statement and explains why Tesla changed its mission to “Amazing Abundance.” “With the continued growth of AI and robotics, I think we’re headed towards a future of universal high income,” Musk said, adding that along the way, Tesla will still be improving its products while keeping the environment safe and healthy.
16:34 CT – Elon noted that the first steps for this future are happening this year, thanks to Tesla’s autonomy and robotics programs, which will be launching and ramping this year. He also highlighted that Tesla will be making major investments this year, though the company will be very strategic when it comes to its funding. “I think it makes a ton of strategic sense,” Musk said.
16:36 CT – Elon also announces the end of the Model S and Model X programs “with an honorable discharge.” If you’re interested in buying a Model S or X, it’s best to do it now, Musk said. The Model S and Model X factory in Fremont will be replaced by an Optimus line. “It’s slightly sad, but it is time to bring the S and X program to an end. It’s part of our overall shift to an autonomous future,” Musk said.
16:38 CT – Elon discusses how Unsupervised FSD is now starting for the Robotaxi service. He noted that these Unsupervised Robotaxis don’t have any chase cars as of yesterday. He reiterated Tesla’s plans for owners to be able to add their own vehicles to the Robotaxi fleet. Autonomy target for the end of the year is about a quarter and a half of the United States, Musk said.
News
Tesla announces massive investment into xAI
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round,” it said.
Tesla has announced a major development in its ventures outside of electric vehicles, as it confirmed today that it invested $2 billion into xAI on January 16.
The move is significant, as it marks the acquisition of shares of Series E Preferred Stock, executed on market terms alongside other investors. The company officially announced it in its Q4 2025 Shareholder Deck, which was released at market close on Wednesday.
The investment follows shareholder approval in 2025 for potential equity stakes in xAI and echoes SpaceX’s earlier $2 billion contribution to xAI’s $10 billion fundraising round.
Tesla said that, earlier this month, it entered an agreement to invest $2 billion to acquire shares of Series E Preferred Stock of xAI:
“Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth… pic.twitter.com/HgtrcHdB2U
— TESLARATI (@Teslarati) January 28, 2026
CEO Elon Musk, who is behind both companies, is now weaving what appears to be an even tighter ecosystem among his ventures, blending Tesla’s hardware prowess with xAI’s cutting-edge AI models, like Grok.
Tesla confirmed the investment in a statement in its Shareholder Deck:
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok).”
It continued:
“In that context, and as part of Tesla’s broader strategy under Master Plan Part IV, Tesla and xAI also entered into a framework agreement in connection with the investment. Among other things, the framework agreement builds upon the existing relationship between Tesla and xAI by providing a framework for evaluating potential AI collaborations between the companies. Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale. This investment is subject to customary regulatory conditions with the expectation to close in Q1’2026.”
The history of the partnership traces back to xAI’s founding in July 2023, as Musk launched the company as a counterweight to dominant AI players like OpenAI and Google.
xAI aimed to “understand the true nature of the universe” through unbiased, truth-seeking AI. Tesla, meanwhile, has long invested in AI for its Full Self-Driving (FSD) software and Optimus robots, training models on vast datasets from its vehicle fleet.
The investment holds profound significance for both companies.
For Tesla, it accelerates its Master Plan Part IV, which envisions AI-driven autonomy in vehicles and humanoid robots. xAI’s Grok could enhance Tesla’s real-world AI applications, from optimizing battery management to predictive maintenance, potentially giving Tesla an edge over its biggest rivals, like Waymo.
Investors, on the other hand, stand to gain from this symbiosis. Tesla Shareholders may see boosted stock value through AI innovations, with analysts projecting enhanced margins and significant future growth in robotics. xAI’s valuation could soar, attracting more capital.
Investor's Corner
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.
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.
xAI Investment
Tesla entered an agreement to invest approximately $2 billion to acquire Series E preferred shares in Elon Musk’s artificial intelligence startup, xAI, as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
LIVE BLOG: Tesla (TSLA) Q4 and FY 2025 earnings call
Tesla announces massive investment into xAI
