The Tesla light show on December 29, 2025, in Nanning, Guangxi Zhuang Autonomous Region of China (VCG/Getty Images)

Tesla deliveries drop for second straight year; stock on pace to match longest losing streak ever

BYD outsold Tesla in battery electric vehicles for the first time in 2025.

1/2/26 9:07AM

Tesla Q4 deliveries fell 16% to 418,227 vehicles, falling short of estimates, while its full-year numbers dropped 8.5% to 1,636,129, marking the electric vehicle company’s second annual sales decline in a row.

Shares of the company fell 2.8% in afternoon trading, putting the stock on pace for its seventh straight day in the red. The stock has dropped 11% over that time. The last time Tesla slipped for seven straight sessions, its longest losings streak on record, was April 2024.

Meanwhile, Chinese competitor BYD saw its 2025 battery electric vehicle sales increase 28% to 2.3 million, overtaking Tesla for the first time on a calendar year basis.

After a record third quarter, in which the sunsetting $7,500 federal EV tax credit pulled forward demand, Tesla’s lower numbers represent a disappointing aftermath, wherein its cars and electric vehicles generally have effectively become more expensive, reducing demand. At the same time, CEO Elon Musk has been deemphasizing Tesla’s EV business, focusing the future of the company instead on autonomy, AI, and robots.

Ahead of the results, Tesla released its own compilation of analyst estimates that pegged the Q4 numbers at about 423,000 and full-year deliveries at 1.6 million. The move was widely seen as a way to lower investor expectations for the quarter, since other consensus estimates by Bloomberg and FactSet were notably higher. Tesla also released lower-cost, stripped-down versions of its Model Y and Model 3, whose new prices are still more than older versions with the federal tax credit.

On the company’s last earnings call, Musk said Tesla is so confident in the future success of its Full Self-Driving technology that it planned to increase vehicle production “as fast as we reasonably can,” potentially reaching a 3 million annualized production rate within two years.

For now, Tesla has not reached its goal of removing safety drivers from its Austin Robotaxi vehicles, and demand for its vehicles is not there.

Max Knoblauch21h

Tesla’s 45 Austin Robotaxis now have 14 crashes on the books since launching in June

Since launching in June 2025, Tesla’s 45 Austin Robotaxis have been involved in 14 crashes, per Electrek reporting citing National Highway Traffic Safety Administration data.

Electrek analysis found that the vehicles have traveled roughly 800,000 paid miles in that time period, amounting to a crash every 57,000 miles. According to the NHTSA, US drivers crash once every 500,000 miles on average.

The article says Tesla submitted five new crash reports in January of this year that happened in December and January. Electrek wrote:

“The new crashes include a collision with a fixed object at 17 mph while the vehicle was driving straight, a crash with a bus while the Tesla was stationary, a collision with a heavy truck at 4 mph, and two separate incidents where the Tesla backed into objects, one into a pole or tree at 1 mph and another into a fixed object at 2 mph.”

Tesla updated a previously reported crash that was originally filed as only having damaged property to include a passenger’s hospitalization.

Last month, Tesla shares climbed after CEO Elon Musk said in a post on X that the company’s Austin Robotaxis had begun operating without a safety monitor.

Tesla 'Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans

The article says Tesla submitted five new crash reports in January of this year that happened in December and January. Electrek wrote:

“The new crashes include a collision with a fixed object at 17 mph while the vehicle was driving straight, a crash with a bus while the Tesla was stationary, a collision with a heavy truck at 4 mph, and two separate incidents where the Tesla backed into objects, one into a pole or tree at 1 mph and another into a fixed object at 2 mph.”

Tesla updated a previously reported crash that was originally filed as only having damaged property to include a passenger’s hospitalization.

Last month, Tesla shares climbed after CEO Elon Musk said in a post on X that the company’s Austin Robotaxis had begun operating without a safety monitor.

Jon Keegan2/13/26

Ahead of IPO, Anthropic adds veteran executive and former Trump administration official to board

Anthropic is moving to put the pieces in place for a successful IPO this year.

Today, the company announced that Chris Liddel would join its board of directors.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. It’s reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

Exclusive | Anthropic Adds New Board Member as It Eyes IPO

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Rani Molla2/13/26

Meta is bringing back facial recognition for its smart glasses

Meta is reviving its highly controversial facial recognition efforts, with plans to incorporate the tech into its smart glasses as soon as this year, The New York Times reports.

In 2021, around the time Facebook rebranded as Meta, the company shut down the facial recognition software it had used to tag people in photos, saying it needed to “find the right balance.”

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

Meta Plans to Add Facial Recognition Technology to Its Smart Glasses

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

Tom Jones

the elder scrolls

2/13/26

Older Americans are spending more time on their phones than younger cohorts, per new data

Some members of the TikTok generation are (very slightly) less glued to their phones than other adults, it turns out.

A man, a woman and a child with a phone instead of a head

Rani Molla

2/13/26

Apple doesn’t have an AI spending problem. It has an AI execution problem.

Apple isn’t falling far from the AI tree.

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