A wax head of Elon Musk on a robot dog as part of an art installation called "Regular Animals" by digital artist Mike Winkelmann, also known as Beeple, during Art Basel 2025 in Miami (Chandan Khanna/Getty Images)

Musk You?

Elon Musk says European Union‚ where Tesla’s sales are low, “should be abolished”

Sales are down 25% from last year on the continent and make up just 15% of total sales.

Rani Molla

12/8/25 8:06AM

Tesla CEO Elon Musk is stirring controversy once again in Europe after the European Union fined his social media platform, X, $140 million for a number of issues, including a “deceptive” blue check mark design and not providing data access to researchers.

Over the weekend, Musk posted, “The EU should be abolished and sovereignty returned to individual countries, so that governments can better represent their people.”

It should be noted that Musk doesn’t have as much to lose in Europe as he once did. After his previous machinations on the continent, Tesla’s 2025 sales are expected to decline 25% from last year in Europe, where they are slated to make up just 15% of the company’s total sales, according to the latest estimates from analyst Troy Teslike.

Musk has called Europe Tesla’s “weakest market,” blaming the relatively low sales on European governments’ lack of regulatory approval for its Full Self-Driving tech.

Sales in Europe pale in comparison to the unit delivery numbers Tesla hits in China and the US. And faster-growing sales in the rest of the world are helping to displace declines in Europe.

For what it’s worth, Musk no longer considers Tesla to be a car company. Rather, its future is in AI and robotics, so insulting a relatively small auto market isn’t quite the faux pas it might once have been.

Jon Keegan8h

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

Rani Molla9h

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Rani Molla23h

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

Rani Molla3/26/26

The US leads the world in robotaxi deployments

Every day it seems another robotaxi launches somewhere in the world. But most of them are in the US.

Of the 171 active robotaxi deployments globally, 69 — or 40% — are in the US, according to a new report from the Bank of America Institute. China, the next largest market, accounts for 24% of deployments.

Most of those deployments are still in testing or early commercial stages. Only 10 US cities currently have fully commercial robotaxi operations, defined as services that operate on public roads, carry paying passengers, run fully driverless without a safety driver, and function all day in any weather.

For now, that effectively refers to Alphabet’s Waymo, which operates commercially in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area. That definition excludes competitors like Tesla, whose Robotaxi service uses safety monitors, and Amazon’s Zoox, which has yet to charge customers for rides.