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Tesla skeptic uses Megapack fire to remind everyone he ‘should be’ shorting the stock

(Credit: Tesla)

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Tesla (NASDAQ: TSLA) skeptic Michael Burry, known to many as the inspiration for “The Big Short,” used the Megapack fire at the Elkhorn Battery Energy Storage System in Northern California to remind everyone that he “should be” shorting the stock.

Burry, a longtime skeptic and critic of Tesla and its CEO Elon Musk, has previously shorted the automaker’s stock. Burry told Tesla investors to “enjoy it while it lasts,” leveraging his past expertise during the 2008 housing crisis, when his firm made investors millions, as proof that the stock was a potential bubble. After placing bets of upwards of half a billion dollars against Tesla, Burry officially closed out his short position sometime in 2021 and claimed the media made the situation out to be much worse than it really was.

Nevertheless, Burry’s criticism of Tesla remains, but only temporarily. While Burry will shoot a negative Tweet toward the automaker’s stock on a rare occasion, it never stays published. His most recent Tweet from yesterday is already deleted when he used the Megapack fire at the Elkhorn Battery Reserve as a reminder that he should be shorting the stock.

Yesterday, Pacific Gas & Electric (PG&E), which runs the Elkhorn substation with Tesla, announced it had received notifications of a fire that broke out around 1:30 AM PST. The fire lasted well into Tuesday morning and shut down sections of Highway 1 in Northern California. PG&E kept Teslarati updated with the situation and reported that there were no injuries of any onsite personnel, and no blackouts or outages were reported as a result of the fire.

“If I am tweeting this you can bet I am not short it. But I should be,” Burry said, while sharing CNBC’coverage of the fire.

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UPDATE: Tesla’s PG&E facility at Elkhorn catches fire, shuts down Highway 1

Burry remains highly skeptical of Tesla, according to his Tweets. While he does not have a short position currently, it appears his criticism of the company is alive and well.

Tesla lost its position as the most shorted stock on Wall Street earlier this month to Apple. Tesla was the most shorted stock on the market for over two years. After short-sellers like David Einhorn, Jim Chanos, and others felt billions in losses, the skeptics began to close out their positions and accept defeat.

Tesla was trading at $308.17 at 11:58 on the East Cost.

Disclosure: Joey Klender is a TSLA Shareholder.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla’s top-rated Supercharger Network becomes Stellantis’ new key EV asset

The rollout begins in North America early next year before expanding to Japan and South Korea in 2027.

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Credit: Tesla

Stellantis will adopt Tesla’s North American Charging System (NACS) across select battery-electric vehicles starting in 2026, giving customers access to more than 28,000 Tesla Superchargers across five countries. 

The rollout begins in North America early next year before expanding to Japan and South Korea in 2027, significantly boosting public fast-charging access for Jeep, Dodge, and other Stellantis brands. The move marks one of Stellantis’ largest infrastructure expansions to date.

Stellantis unlocks NACS access

Beginning in early 2026, Stellantis BEVs, including models like the Jeep Wagoneer S and Dodge Charger Daytona, will gain access to Tesla’s Supercharger network across North America. The integration will extend to Japan and South Korea in 2027, with the 2026 Jeep Recon and additional next-generation BEVs joining the list as compatibility expands. Stellantis stated that details on adapters and network onboarding for current models will be released closer to launch, as noted in a press release.

The company emphasizes that adopting NACS aligns with a broader strategy to give customers greater freedom of choice when charging, especially as infrastructure availability becomes a deciding factor for EV buyers. With access to thousands of high-speed stations, Stellantis aims to reduce range anxiety and improve long-distance travel convenience across its global portfolio.

Tesla Supercharger network proves its value

Stellantis’ move also comes as Tesla’s Supercharger system continues to earn top rankings for reliability and user experience. In the 2025 Zapmap survey, drawn from nearly 4,000 BEV drivers across the UK, Tesla Superchargers were named the Best Large EV Charging Network for the second year in a row. The study measured reliability, ease of use, and payment experience across the country’s public charging landscape.

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Tesla’s UK network now includes 1,115 open Supercharger devices at 97 public locations, representing roughly 54% of its total footprint and marking a 40% increase in public availability since late 2024. Zapmap highlighted the Supercharger network’s consistently lower pricing compared to other rapid and ultra-rapid providers, alongside its strong uptime and streamlined user experience. These performance metrics further reinforce the value of Stellantis’ decision to integrate NACS across major markets.

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Tesla FSD and Robotaxis are making people aware how bad human drivers are

These observations really show that Tesla’s focus on autonomy would result in safer roads for everyone.

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Credit: Tesla

Tesla FSD and the Robotaxi network are becoming so good in their self-driving performance, they are starting to highlight just how bad humans really are at driving. 

This could be seen in several observations from the electric vehicle community.

Robotaxis are better than Uber, actually

Tesla’s Robotaxi service is only available in Austin and the Bay Area for now, but those who have used the service have generally been appreciative of its capabilities and performance. Some Robotaxi customers have observed that the service is simply so much more affordable than Uber, and its driving is actually really good.

One veteran Tesla owner, @BLKMDL3, recently noted that the Robotaxi service has become better than Uber simply because FSD now drives better than some human drivers.  Apart from the fact that Robotaxis allow riders to easily sync their phones to the rear display, the vehicles generally provide a significantly more comfortable ride than their manually-driven counterparts from Uber.

FSD is changing the narrative, one ride at a time

It appears that FSD V14 really is something special. The update has received wide acclaim from users since it was released, and the positive reactions are still coming. This was highlighted in a recent post from Tesla owner Travis Nicolette, who shared a recent experience with FSD. As per the Tesla owner, he was quite surprised as his car was able to accomplish a U-turn in a way that exceeded human drivers.

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Yet another example of FSD’s smooth and safe driving was showcased in a recent video, which showed a safety monitor of a Bay Area Robotaxi falling asleep in the driver’s seat. In any other car, a driver falling asleep at the wheel could easily result in a grave accident, but thanks to FSD, both the safety monitor and the passengers remained safe.

These observations, if any, really show that Tesla’s focus on autonomy would result in safer roads for everyone. As per the IIHS, there were 40,901 deaths from motor vehicle crashes in the United States in 2023. The NHTSA also estimated that in 2017, 91,000 police-reported crashes involved drowsy drivers. These crashes led to an estimated 50,000 people injured and 800 deaths. FSD could lower all these tragic statistics by a notable margin.

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Tesla lands approval for Robotaxi operation in third U.S. state

On Tuesday, Tesla officially received regulatory approval from the State of Arizona, making it the third state for the company to receive approval in.

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Tesla has officially landed approval to operate its Robotaxi ride-hailing service in its third U.S. state, as it has landed a regulatory green light from the State of Arizona’s Department of Transportation.

Tesla has been working to expand to new U.S. states after launching in Texas and California earlier this year. Recently, it said it was hoping to land in Nevada, Arizona, and Florida, expanding to five new cities in those three states.

On Tuesday, Tesla officially received regulatory approval from the State of Arizona, making it the third state for the company to receive approval in:

Tesla has also been working on approvals in Nevada and Florida, and it has also had Robotaxi test mules spotted in Pennsylvania.

The interesting thing about the Arizona approval is the fact that Tesla has not received an approval for any specific city; it appears that it can operate statewide. However, early on, Tesla will likely confine its operation to just one or two cities to keep things safe and controlled.

Over the past few months, Robotaxi mules have been spotted in portions of Phoenix and surrounding cities, such as Scottsdale, as the company has been attempting to cross off all the regulatory Ts that it is confronted with as it attempts to expand the ride-hailing service.

It appears the company will be operating it similarly to how it does in Texas, which differs from its California program. In Austin, there is no Safety Monitor in the driver’s seat, unless the route requires freeway travel. In California, there is always a Safety Monitor in the driver’s seat. However, this is unconfirmed.

Earlier today, Tesla enabled its Robotaxi app to be utilized for ride-hailing for anyone using the iOS platform.

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