News
Audi e-tron customers face more delivery delays, fines for canceled orders: report
As Audi starts delivering the e-tron all-electric SUV to customers, some reservation holders in Norway are complaining over extra delays in vehicle deliveries. One e-tron reservation holder even reported to Norwegian media that he was faced with a fine when he attempted to cancel his order for the vehicle.
Around 7,000 Norwegians placed reservations for the Audi e-tron since it was unveiled last year, but the deliveries of the all-electric SUV have been slower than expected. Amidst large orders for the vehicle and limited supplies of components such as batteries, Audi has faced challenges in the SUV’s rollout. Roar Lauvstad, a reservation holder for the e-tron, noted in a statement to news publication Tek.no that he had been informed of a possible six-month extra wait time for his order, despite deliveries of the SUV already beginning in the country.
Audi has rolled out a “Fast Track” system for Norway, which allows immediate delivery of the e-tron provided that reservation holders order a specific variant of the SUV. The starting price of the e-tron in the country is listed at around NOK 650,000 (around $74,000), but the “Fast Track” variant, the Audi e-tron 55 Advanced Plus, costs around NOK 840,000 (around $95,000). This, according to Lauvstad, forces reservation holders like himself to either select a more expensive version or wait several more months for the actual variant he selected.
Unfortunately, Lauvstad met an unexpected roadblock when he attempted to cancel his e-tron order. According to the reservation holder, he was informed that be would be facing a fine amounting to 8% of his order’s purchase price. “I could break the contract (or) buy a Fast Track car, but I couldn’t just break the contract. They would then have 8% (around $6,800) of the purchase price of around NOK 750,000 (around $85,000) for breach of contract. So now I’m still waiting,” he said (translated using Google Translate).
Audi’s delays with the rollout of the e-tron come amidst reports that the German automaker is running into issues with the supply of the SUV’s batteries, which are sourced from LG Chem, the same company that provides cells for other EVs like the Porsche Taycan and the Jaguar I-PACE. Citing unnamed sources, The Brussels Times reported last month stated that Audi is only operating the e-tron’s production facilities 6 hours a day. Audi’s plant in Györ, Hungary, which produces the e-tron’s electric motors, are reportedly seeing delays as well, partly due to the effects of a workers’ strike earlier this year.
Audi’s growing pains with the ramp of the e-tron echo some of the struggles that Tesla faced when it was starting the production of its vehicles. The Tesla Model X was noteworthy for being delayed due to its design and over-the-top tech, and the Model 3 ramp was aptly described by Elon Musk as production hell. Based on what Audi is experiencing with the e-tron, it appears that even experienced automakers are bound to go through some pains as they learn how to build competitive electric cars.
One thing that appears to be different between Tesla and Audi is how the companies manage requests for cancelation among reservation holders. While Audi seems to have included a penalty in the fine print of its e-tron reservations, Tesla has allowed order cancellations that are practically worry-free. As noted by Elon Musk, orders for Tesla’s electric cars are still fully refundable even after seven days or 1,000 miles.
Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Elon Musk
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.