Tesla still sells a lot more EVs in the US than anyone else

Tesla’s market share is declining but it’s still the biggest EV maker in the room.

9/16/25 10:53AM

Even as Tesla continues to lose market share to competitors, it’s important to note that it’s still selling a lot more EVs than anyone else. In August, Tesla sold about 55,000 cars in the US — more EVs than the next four top brands combined, new data from Cox Automotive shows.

However, competitors have been making huge jumps.

Tesla’s market share dwindled to 38% of EV sales in August, down from about 80% five years ago. Meanwhile, Chevrolet, Ford, Hyundai, and Honda were responsible for nearly 30% of EV sales in August, up from 15% a month before, according to data from Cox.

Electric vehicles generally saw record sales last month as would-be buyers moved forward purchases to get the $7,500 federal tax credit before it ends on September 30. Tesla is also expected to see record sales this quarter before sales drop off afterward.

Anthropic really doesn’t want the US to help China with AI

Anthropic made its case for freezing China out of the AI race as much as possible in a new policy paper. The company warned that letting China catch up to US AI companies could risk AI-powered mass surveillance and huge risks to monitoring AI safety.

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Tesla finally reported un-redacted information about its Robotaxi crashes

There have been a total of 17 crashes so far among its Texas Robotaxis. Read about them all here.

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Alphabet sold $3.6 billion in Japanese yen bonds — a record for a foreign company — likely to help its AI capex binge

We now have the value for Alphabet’s Japanese yen bond raise — 576.5 billion yen, or $3.6 billion — and it’s a record for a foreign issuer in Japan. The deal was spread across seven tranches with maturities ranging from 3 to 40 years, allowing the company to lock in rates as low as 1.965%.

The latest deal comes on the heels of Alphabet’s massive US and European bond deals, where the company has tapped global markets for nearly $60 billion in fresh capital over the last few months. In a filing earlier this week, the search giant said it would use the proceeds for “general corporate purposes.” That likely means fueling its AI infrastructure build-out, which has pushed its projected 2026 capex bill to a staggering $190 billion.

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Bloomberg: Relationship between OpenAI and Apple has deteriorated and legal action may be imminent

The two-year-old alliance between Apple and OpenAI has deteriorated, Bloomberg reports, with the AI giant now consulting legal counsel about issuing a potential breach of contract notice.

OpenAI executives allege that Apple failed to adequately integrate and promote ChatGPT on the iPhone, causing the AI firm to lose out on billions a year in subscriptions and hurt its brand, according to the report.

Meanwhile, Apple has expressed concerns over OpenAI’s privacy protection, and has been miffed that OpenAI has been working on its own hardware with former Apple design lead Jony Ive.

More recently, Apple, which has trailed its peers in developing AI, has decided to offer users their choice of AI models, rather than aligning exclusively with OpenAI’s.

Apple-OpenAI Relationship Frays, Setting Up Possible Legal Fight