After six years of litigation, Elon Musk has exercised his 2018 Tesla compensation package, receiving shares representing nearly 20% of the company's voting power. While the paper value of these holdings runs into the hundreds of billions of dollars, a share lock-up prevents Musk from converting them to cash. The deal's real prize is an unassailable voting position that definitively settles the question of who controls Tesla.
Tesla has submitted its Full Self-Driving (Supervised) system to Taiwan's Vehicle Safety Center for certification review, though approval is still pending. The L2 driver-assistance system requires continuous driver supervision at all times. In parallel, Tesla is ending its one-time FSD purchase option globally on June 30, shifting entirely to a subscription model.
U.S. EPA certification filings have revealed the complete technical specifications of Tesla's Cybercab autonomous robotaxi. The vehicle uses a 163 kW front-wheel-drive motor paired with a 47.6 kWh battery, achieving a record-low 165 Wh/mile energy consumption and an estimated range of 472 kilometers. Curb weight is 1,412 kg, with mass production scheduled for 2026.
The global EV market has narrowed into a two-company contest, with Tesla and BYD representing opposing strategic philosophies. Tesla builds competitive advantage through AI-driven software, while BYD leverages deep vertical integration and cost-efficient mass production. Both face external pressures — brand perception and tariffs — as they race to redefine the automotive industry on their own terms.
INSIDE reports that Taiwan already has a review process for Tesla FSD as an L2 driver-assistance feature, with approval expected to take about six to eight weeks after submission. The delay is therefore not mainly due to missing regulation. Instead, Tesla’s global rollout priorities, engineering resource allocation, and Taiwan’s market size appear to be the key factors.
Tesla has expanded the stated service area for Robotaxi in Austin, making the rollout appear broader in geographic terms. However, the report says the unsupervised fleet remains around 20 vehicles, creating a gap between coverage and real service density. The update suggests progress in deployment optics, but not yet clear evidence of scalable commercial operations.
Tesla's 2025 performance compensation plan includes a change-of-control clause that has raised governance concerns. According to the article, a merger involving Tesla and SpaceX could allow operating milestones to be disregarded, with compensation determined only by market value. The clause could create a path for Musk to receive up to $1 trillion without meeting the original performance targets.
Europe’s new-car market grew in April, supported by strong demand for electric vehicles. EV sales have now increased for 16 consecutive months, showing continued momentum in the region. Tesla sales jumped 40%, but BYD doubled sales and surpassed Tesla, highlighting the rapid expansion of Chinese EV brands in Europe.