Tesla sales are falling, BYD has taken the lead at the world's largest EV maker, and Elon Musk thinks enough people will want personal humanoid robots to make up for the company's swiftly declining automotive revenue. My story on Tesla's Optimus robot program: www.wsj.com/tech/elon-mu...

Takeaways From the FBI’s Second Batch of Epstein Files www.wsj.com/politics/pol...

Delaware Supreme Court has ruled that Musk gets his 2018 pay package, now valued at more than $126 billion. www.wsj.com/business/aut...

Wasn’t this a plot point in I Have No Mouth and I Must Scream?

It's like a data center, in space. www.wsj.com/tech/bezos-a...

xAI is raising $15 billion at a $230 billion valuation, Berber Jin and I reported last night. That's twice its last disclosed valuation from March. www.wsj.com/tech/ai/elon...

Obsessed with a very niche aspect of the Epstein files: Epstein's apparent investment in failed startup Jawbone!

Fall asleep to the soothing sound of me explaining Elon Musk's path to trillionairedom. www.wsj.com/podcasts/the...

Beep boop www.wsj.com/business/aut...

We're hours away from the Tesla annual meeting where shareholders will decide whether to grant Musk a comp package worth up to $1 trillion. We laid out that path to $1 trillion here: www.wsj.com/business/aut...

When Elon Musk left DOGE in May, Tesla investors hoped he would hurry back to headquarters. Instead, Musk holed up at xAI to try and catch up with OpenAI. Read our deep dive into the fight for Musk's time ahead of Tesla's vote on his proposed $1 trillion pay package. www.wsj.com/tech/musk-te...

Schwab Asset Management said in a statement that they intend to vote in favor of the 2025 pay package for Musk.

Optimus on its way to join the robot army

On Tesla's earnings call, Elon made his pitch: If shareholder's don't approve a new $1 trillion pay package, he won't lead Tesla's "robot army." www.wsj.com/business/aut...

Confused by Elon's sudden beef with the star of 1997's The Real World: Boston? Let @micahmaidenberg.bsky.social illuminate the matter: www.wsj.com/politics/pol...

An influential proxy advisor came out today against the $1 trillion Musk pay package up for a vote in November. ISS is influential but has its limits. Last year ISS advised against ratifying the old pay package but it still passed with 72% of the vote. www.wsj.com/business/aut...

In January, an exec named Raj Jegannathan moved into the top IT role at Tesla. By summer, he amassed the much bigger mandate to run service and sales after restructuring and high-profile departures thinned the executive bench. Today, you can find him on X answering customer complaints himself!

Important reporting here from @danahull.bsky.social and crew.

I'm back from a *very serious* reporting trip to Black Rock City where I investigated the impact that expanded internet access is having on Burning Man.

What does this mean on like a practical level?

In a since-deleted tweet, Musk said that by next year, Optimus robots could replace human waiters on roller skates at the company's new diner in LA. This was his follow up tweet:

It's called forward👏looking👏multiples👏 www.wsj.com/business/aut...

Less than one month after Omead, Troy Jones has left Tesla. Troy was head of North American sales, service and delivery. He reported to Omead, Elon and Tom at various points in time but in many people's eyes was the guy in charge of selling cars. www.wsj.com/business/aut...

Omead Afshar is out at Tesla.

Senate has voted to block California's EV mandate, limiting the ability of the state (and 11 others including NY) to restrict the sales of gasoline vehicles. www.wsj.com/politics/pol...

Tesla US sales are down an estimated 12.7% in April, and it's bringing the EV market down with it

I'm honored to be a part of this amazing group of reporters recognized for our intrepid reporting on Elon Musk.

Thanks @sabew.bsky.social for recognizing my and @sl-thepowerhouse.bsky.social's coverage of Tesla's rough year (the last one), with great edits from Nick Wingfield. And congrats to my many amazing colleagues of past @theinformation.bsky.social and present @wsj.com on the many awards!!

As Musk rises in the world of Trump, Tesla's brand reputation is plummeting. Along with the shockwave of swastika graffiti, Supercharger arson and showroom protests, Tesla is losing its cache, and with it, the good will of buyers in of its most popular markets. www.wsj.com/business/aut...

Musk says Tesla will launch unsupervised self-driving cars in Austin this June.

It's Tesla earnings day. Despite an extraordinary stock rally that saw Tesla's market cap hit $1.5 trillion in Q4, the quarterly results are rather modest. www.wsj.com/business/aut...

Holding space

As Tesla ramped up Giga Texas, it left costly problems largely unaddressed and dumped toxic pollutants into the environment near its factory or months. Our investigation looks into how Musk's lax posture toward environmental regulations impacted Austin, Texas www.wsj.com/business/aut...