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How many vehicles analysts think Tesla will deliver this quarter

After a record quarter fueled by the end of the federal EV tax credit, Tesla deliveries are expected to drop.

Last quarter, buoyed by the last gasps of the federal EV tax credit, Tesla delivered more vehicles than it had in any quarter ever — a feat that led to record revenue as well.

But now comes the aftermath, when the EV company has to reckon with the loss of that tax credit as well as a presumed dip in sales from the pulled-forward demand. How bad will it be?

Analysts surveyed by FactSet estimate Tesla will deliver 450,000 vehicles in the fourth quarter of 2025, down 9% from last year’s 496,000. The Bloomberg analyst consensus expects Tesla to deliver 448,000, down 10%.

A well-regarded and frequently correct Tesla analyst — his numbers were much closer than the rest last quarter — who goes by Troy Teslike recently lowered his estimate to 406,000, citing weaker production and demand. His estimate represents an 18% year-over-year decline.

All of the estimates would imply an annual decline in sales at Tesla, a company that’s actively trying to distance itself from its carmaker roots.

Very few traders are as bullish on deliveries as FactSet or Bloomberg, with market-implied odds derived from event contracts pricing in just a 41% chance of Tesla delivering 430,000 or more vehicles.

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

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Google’s YouTube to launch cheaper streaming packages that could potentially compete with Netflix

Google’s YouTube announced today that it will launch 10 genre-specific packages early next year that will cost less than its existing $82.99-per-month YouTube TV.

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Introducing YouTube TV Plans, launching early 2026

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Jon Keegan, Rani Molla

Reports: Meta training its new AI using rival models; switching to closed models in quest for profits

A pair of reports from The New York Times and Bloomberg detail the ongoing struggles between Meta’s upstart AI division and the rest of the company as it seeks to monetize its massive investments in AI.

Mark Zuckerberg, Alexandr Wang, and Shengjia Zhao

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Elon Musk tells Google executive that “Waymo never really had a chance against Tesla”

Not one for modesty, Tesla CEO Elon Musk responded to a post on X by Jeff Dean, chief scientist at Google DeepMind, by saying, “Waymo never really had a chance against Tesla.” He added, “This will be obvious in hindsight.”

Dean had noted that Waymo vehicles have driven riders 96 million miles autonomously without a driver, alluding to the fact that Tesla’s Robotaxi service still requires safety operators in the front seat in both its locations.

Tesla currently operates about 30 Robotaxi vehicles in Austin and 120 in the Bay Area, while Waymo had more than 2,500 across the country (at least 200 in Austin and 1,000 in the Bay Area) as of late November. Musk has said Tesla would remove safety monitors in Austin and that it would scale to 500 vehicles there and 1,000 in the Bay Area by year-end, but the clock is ticking on reaching those goals.

Waymo never really had a chance against Tesla. This will be obvious in hindsight.
— Elon Musk (@elonmusk) December 10, 2025

Tesla, of course, is more focused on the 6.7 billion miles its vehicles have driven with Full Self-Driving tech, driver assistance software that requires a driver be present and paying attention. The idea is that, with a software update, millions of Teslas could be turned into potential robotaxis.

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Amazon announces major AI investment in India a day after Microsoft

Amazon said today that it plans to invest more than $35 billion in India by 2030, adding to the nearly $40 billion it has invested in the country so far. The latest investment is focused on AI-driven digitization, boosting exports, and expanding employment, the company said.

The news comes just after Microsoft revealed it would spend $17.5 billion on the subcontinent from 2026 to 2029 to accelerate the nation’s AI infrastructure.

India has become a strategic battleground for global tech firms thanks to its rapidly growing digital economy, vast developer base, and government support for AI infrastructure. Together, the back-to-back announcements underscore how aggressively both cloud giants are ramping up their global AI spending as they race to build — and profit from — the next generation of computing.

Amazon announces $35 billion investment in India by 2030 to advance AI innovation, create jobs

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11h

Amazon more than doubled its same-day grocery cities since August

Perishables likes blueberries and avocados are now same-day delivery bestsellers for the retail giant.

Two Tone Blue Vintage Car at Grocery Store