Editor-in-Chief at @ElectrekCo co-founder of @Combat_Edge_com, @Nesher_Canada, and @IxianEV
Québec, Canada
Joined May 2009
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If we are back to firing billionaire CEOs who engaged in sexual relationships with their subordinate, I think we need to revisit this one:
If the UFC were any company, I'd say Usman is done. He will never get signed, but the UFC is the UFC...
@Combat_Edge_com has Usman ranked #3 in the world at lightweight based on elo.
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It's crazy that Apple was seen as a lagger in AI, but it may end up becoming the biggest winner. $AAPL
Apple is working on a new app called Harbor
Harbor turns your Mac into a private AI inference server. Run open-weight models locally on Apple silicon—your data never leaves your hardware, and nothing reaches the cloud. Connect multiple Mac computers over Thunderbolt 5 to pool unified memory, enabling large models and higher concurrency that a single computer can handle alone.
Set up in minutes, not hours Harbor automatically detects your devices over Thunderbolt 5 to form a cluster. Plug in, start, and you’re running—no manual configuration, no command line, no infrastructure expertise required.
Download and run models directly Browse, download, and load open-weight models from within the app. Harbor handles model management so you can focus on the work, not the setup.
Cluster for scale Connect two or more Thunderbolt 5-capable Mac computers and Harbor pools their unified memory into a single inference resource. Run models that exceed any single computer’s capacity, or serve more concurrent requests across your cluster.
Harbor is currently in a private preview under the Claris brand.
Maybe, and this is just a thought, but the Tesla community should maybe start listening to the many critics who for years have called out exactly where this trend was going.
Instead of calling them “traitors, shorts, and haters”, you could have listened to them.
All the big influencer accounts appear to be afraid to say anything negative about Tesla.
Afraid of being unfollowed. Afraid of losing reposts by Tesla and Elon. And afraid of not being invited to future events.
Stand up for what you believe in. You owe it to your followers and to yourself.
One day, it'll be the FSD subscription that gets canceled in order to prioritize the Robotaxi. Now is your time to hold people accountable.
You know your "sport" is dumb as hell if you need to go after "butt-slapping" because you think it's infringing on your brand.
Dana White's Power Slap takes action against butt-slapping Power Spank (via @joshlpeter11) mmajunkie.usatoday.com/story…
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Tesla's sales in China are now down 69,000 units this year.
We've been tracking this gap all year. Every time, the wholesale headline looks fine and the domestic number underneath gets worse. October is the most extreme version yet: Tesla China "grew" 10% while Chinese buyers bought 66% fewer Teslas.
We don't buy that this is just the quarterly cycle. The cycle explains why October is weaker than September. It doesn't explain why this October is a third of last October, or less than half of any other month this year.
Two things can be true at once. The export numbers show Tesla front-loading shipments ahead of the rebate cut. And Chinese demand for a Model 3 and Model Y lineup that hasn't fundamentally changed in years keeps fading while Xiaomi, Leapmotor and BYD launch new models every few months.
And if Tesla is choosing to send cars abroad instead of selling them in China, that's not exactly a vote of confidence in its Chinese business either.
The real test is November and December. Last year, Tesla bounced back to 73,000 and 94,000 domestic sales. If it gets close to that again, October was mostly timing. If it doesn't, Tesla has a serious problem in the world's largest EV market, and the export valve that's been hiding it gets more expensive in April.
Tesla's China sales crash 66% to lowest level in over four years electrek.co/2026/11/10/tesla… by @fredlambert
Musk’s 2025 Tesla award: 423.7M shares
All equity granted to Tesla's 100,000 employees in 2025: ~21.6M shares (8.4M RSUs plus 13.1M options)
Maybe if Elon didn't hug the vast majority of Tesla's stock compensation, they could attract more talent to handle more than one vehicle program at a time.
Just a thought...
Musk admits Tesla doesn't have enough talent to build more than one car at a time after exodus electrek.co/2026/11/09/tesla… by @fredlambert
When you account for stock compensation, Musk is close to being paid more than all Tesla employees combined.
No one can reasonably make the argument that Elon, a part-time CEO, has a bigger contribution to Tesla than all 100,000 employees combined, but they don't even care about that.
Tesla shareholders care about only two things, and you could argue these two things are so intrinsically linked that they are the same: Tesla's stock and Elon Musk.
The stock is so based on hype created by Elon that without Elon, the stock would crash. And shareholders care as much about Elon as they do about the stock because of it. Otherwise, they would have pushed him before considering that Tesla has been trading flat for 4 years despite a surging market.
This is a ridiculous and unhealthy way to look at it. She is opposing SpaceX from acquiring protected public lands in Texas. She can push back regardless of Musk's politics.
Musk doesn’t want the Cybertruck to go down in history as a flop, and we get it. It’s his truck. He approved the controversial design, hyped it for four years before it shipped, and boasted that 1 million reservations could translate to 5000,000 units a year.
But you can’t run a line at a quarter of capacity, run “10 days only” discounts, pull trims after 173 sales, and sell trucks to your own rocket company, then turn around and tell people demand was never the issue. The data is public. Tesla’s own delivery reports are public.
Our read on what happened is simple. Demand collapsed in 2025 and never came back. Tesla tried every pricing trick it had. When nothing worked, it found a future-facing reason to end it, and now it’s spinning the inevitable end-of-life rush as proof the truck was a hit all along.
Musk loves a big TAM. SpaceX’s IPO filing put its total addressable market at $28.5 trillion, and last month he went further, writing that he sees “a path to SpaceX being worth orders of magnitude more than the current Earth economy.”
So apply the same lens to Tesla. Pickups are one of the biggest and most profitable vehicle markets on the planet. Ford sold 801,525 F-Series trucks in the US last year, GM sold 925,656 Silverados and Sierras combined, and Ram moved 374,059. That’s more than 2.1 million trucks from three automakers, easily north of $100 billion a year at today’s transaction prices.
Robotaxis? Waymo, by far the leader, is doing about 500,000 paid rides a week, and analysts estimated its revenue run rate at roughly $355 million earlier this year. Tesla doesn’t even break out robotaxi revenue and we expect it to be a fraction of Waymo’s.
Maybe that flips one day. But that’s the bet here: Tesla is walking away from a giant market it can sell into today for one that only gets big if autonomy is solved in the next couple of years. Musk has made that exact bet before. He promised a million robotaxis on the road by 2020 and has said unsupervised self-driving was a year away almost every year since 2016. He’s lost every time.
And that rush is real, for what it’s worth. Some people want the last of a weird, genuinely impressive truck. That doesn’t make it a business.
Musk says Cybertruck isn't dying from weak sales — the numbers disagree electrek.co/2026/11/09/musk-… by @fredlambert
I've seen some crazy bad Tesla solar roof stories in my days but this one is insane.
A 6-year nightmare of roof construction that never produced any power.
According to internal emails and messages, Elon Musk was personally following the project as an "experiment"... on someone's home.
The owner got Musked.
Tesla deemed liable for fraud after Solar Roof 'experiment' on a home electrek.co/2026/11/07/tesla… by @fredlambert
Is Joe Rogan's next propaganda effort that everyone around Trump is corrupted but not him? Cause that would be hilarious.
Joe Rogan just hosted his most important episode ever after Republicans lost the midterms as White House insider Calley Means just exposed the real people who are running Trump’s presidency and lists key inner circle names like Susie Wiles, Jame Blair, Richard Walters, and the most powerful lobbying firm known as Ballard Partners:
MEANS: “Susie Wiles is the most powerful chief of staff in modern American history. She has taken a stranglehold on any policy decision. No policy decision gets done without her office giving it the okay. She was one of the top lobbyists in the country. It is impossible to describe to you how demonic this culture is.”
CONTEXT: Means, who resigned from the administration in OCTOBER, says he witnessed an extraordinary concentration of power inside the White House.
He alleges that cabinet secretaries and senior officials spent enormous amounts of time attempting to win favor with Wiles' office because of its influence over which policies could advance.
He then identifies several people he believes were central to that power structure:
SUSIE WILES: White House chief of staff.
JAMES BLAIR: A longtime Trump political strategist and former deputy White House chief of staff.
RICHARD WALTERS: Deputy White House chief of staff and longtime Republican political operative.
WALKER BARRETT: Senior White House adviser with extensive congressional experience.
But the most consequential part of his accusation concerns the CORPORATE LOBBYING INDUSTRY.
Before entering Trump's White House, Wiles had a career representing corporate clients, including working at the influential Washington lobbying firm BALLARD PARTNERS.
And the money involved in that industry is staggering.
According to federal lobbying disclosures, Ballard Partners collected approximately $88 MILLION in lobbying revenue during 2025, more than QUADRUPLING its reported revenue from 2024.
That made Ballard one of the highest-earning lobbying operations in Washington.
And in MAY 2025, the watchdog organization Public Citizen identified SIX FORMER WILES CLIENTS that had reported lobbying White House offices during the administration's first three months.
Those clients included companies involved in tobacco, automobiles, fertilizer, and other major industries.
The White House disputed suggestions of improper influence and said Wiles generally did not participate in meetings or decisions involving former clients.
Those disclosures establish real corporate lobbying relationships.
They do NOT, by themselves, prove that Wiles improperly favored those companies or directed policies for their benefit.
But Means argues that the broader culture of Washington is precisely what Trump promised to confront.
Now consider the extraordinary political timing.
IMPORTANT NOTES: On NOVEMBER 3, Democrats won control of BOTH CHAMBERS OF CONGRESS in a sweeping midterm defeat for Republicans.
And TODAY, NOVEMBER 6, Trump announced that Susie Wiles will leave the chief-of-staff position, with Stephen Miller taking over on November 9.
Trump PRAISED Wiles for her service and said she would continue working for his political operation.
We have been saying this for years at Electrek; Tesla is too heavily betting on autonomy at the detriment of its auto business. And we were called “haters” for it.
Valid criticism is not “hate” and the Tesla community needs to get that through its thick skull.
Tesla just confirmed it will end Cybertruck production in 2027. I think it's one of the best case studies we have on managing customer expectations.
Tesla received more than 1 million reservations for the Cybertruck. Our best estimate puts the real number closer to 2 million. That's demand most automakers can only dream of.
Tesla delivered about 70,000 trucks in three years.
You can point to a lot of factors: the design, the production ramp, quality issues, the brand's politics, competition. They all played a role. But they're small compared to the main one.
Tesla promised a $40,000 truck with up to 500 miles of range. It delivered an $80,000 truck with about 300 miles of range.
Those 1 million+ people didn't reserve the truck Tesla ended up building. They reserved a promise. When the product showed up at twice the price with 40% less range, most of them simply walked away. And you can't blame them.
The lesson applies well beyond EVs: the expectations you set become the bar you're judged against. Overpromising can get you a huge order book, but it only turns into revenue if you deliver. Otherwise, you've just built a list of disappointed customers.
Under-promise and over-deliver isn't a cliché. Tesla's Cybertruck is what happens when you do the opposite.
Tesla to end Cybertruck production as sales stall at ~10% of plan electrek.co/2026/11/06/tesla… by @fredlambert
At one point, Elon stopped listening to feedback from people who were critical and only listened to these people.
And here we are…
Never bet against Elon Musk
Tesla to end Cybertruck production as sales stall at ~10% of plan electrek.co/2026/11/06/tesla… by @fredlambert
Countries that invest heavily in charging infrastructure and electricity production to lower rates will have a massive advantage as electric vehicles take over new car sales and the fleet shifts to BEVs.
Cleaner air obviously benefits us all, and cutting our dependence on fossil fuels has a bunch of domino-effect positives.
Electric cars are about to overtake petrol in the UK, data shows electrek.co/2026/11/05/uk-ev… by @fredlambert
