The Tesla Signal

If you own a HW3 car, Wednesday night is your night.

Tesla reports earnings Wednesday, and shareholders have been voting all week on which questions get asked on the call. One of the most backed questions on the list is the one you have been asking all year. When do HW3 owners get the upgrade?

You know the history. Tesla promised HW3 owners a path back in April, a discounted trade in or a computer and camera swap. Six months later there is still no price and no date, and v14 Lite is where your cars stop.

The voting closes Tuesday at 4 PM Eastern. Wednesday night Tesla either answers it in front of everyone, or skips it in front of everyone.

So, HW3 owners. What do you need to hear Wednesday? A real date? A price you can plan around? Or are you done waiting on soon?

Tesla owners, the Wall Street Journal just laid out what went wrong with the Cybertruck.

Elon called it the company's best product ever. He projected 250,000 a year.

Since deliveries began in late 2023, Tesla has sold about 73,000. Just over 20,000 of those came in the United States in 2025, and it is on pace to sell fewer this year.

Did the Cybertruck fail, or did Tesla just move on to Cybercab?

Tesla just opened the Cybercab order book to real buyers.

Two years ago Musk promised a car under $30,000. Today the invite price is $29,990, with delivery estimated for December.

The part the headline misses: the car needs a $299 a month Autonomy Subscription to operate. First month is included. After that it is $299 every month, plus regular maintenance, for as long as you own it.

A $1,000 deposit is due today and it is nonrefundable. Delivery is Austin only for now, and only in supported service areas.

September you could ride one. November you can buy one. The price kept the promise. The subscription is the new part of the deal.

Would you pay $299 a month to keep your own car driving itself?

Tesla owners, Rivian's CEO just laid out their autonomy plan on camera.

Point to point starts in December. You type the address and the car drives you there.

Then the staircase to Level 4, where the car drives itself empty. It drops you at the airport and drives itself home. It picks up the kids.

And soon they are launching with LiDAR.

Is FSD still ahead, or is Rivian catching up?

Tesla quietly killed the cheapest all wheel drive Model Y.

The $41,990 Model Y AWD launched in February. Last night it vanished from the US order page. The cheapest all wheel drive Model Y you can order now is the Premium AWD at $49,990. That is $8,000 more for a second motor.

The base rear wheel drive car is still there at $39,990, and its range rating just went up to 348 miles. But if you wanted all wheel drive without paying for Premium, that door just closed.

Nine months. That is how long the affordable all wheel drive Model Y lasted.

Would you pay $8,000 more for all wheel drive, or take the rear wheel drive car instead?