TSLA Class Action

A record of what Tesla told its shareholders about self-driving and robotaxis, and what arrived instead.

An advocate for retail investors.

[TSLA Class Action @TSLAclassaction]

I find it difficult to have any hype for @Tesla these days.

Tesla has all but stalled as a company (I say this lovingly as an all in bag holder since 2012).

Cybertruck was a flop @wmorrill3
Zero new vehicle models scaled since 2020
Energy is anemic @teslaenergy
Model S and X discontinued @larsmoravy
Cybercab/robotaxi rollout has been truly pathetic
Dojo destroyed @aelluswamy
Semi is completely absent @danWpriestley
Zero milestones hit on Elon's comp plan @elonmusk
All near term AI opportunities whisked to SpaceX
Less than 5% of the US population knows about FSD
Stock at the same level it was 5 years ago @robyndenholm

Roadster is obviously cool, but is just a concept car at the moment and likely will not see the light of day until 2029/2030 based on Elon time.

I have to imagine @woodhaus2 and @larsmoravy are mind numbingly bored at this point, despite roadster.

I wish nothing more than for @Tesla to get it's mojo and mission back. Being along for the ride, especially during 2016-2022, was something very special.

It would also be nice to see @BoBbyPleWniaK back out of his deep, dark Tesla depression.

[TSLA Class Action @TSLAclassaction]

@heyitsyashu These things come in threes.

There will be one more story to drop.

[TSLA Class Action @TSLAclassaction]

@heyitsyashu Jinxed it

[TSLA Class Action @TSLAclassaction]

Nor was there any attempt at all to fix the product.

- No exterior refresh
- No range update
- No towing update
- No SUV version

A great vehicle, but wrapped in bad packaging.

Simply updating the exterior to be less brutalist would ignite massive sales volume.

A total lack of effort to find product-market fit.

[Chuck Cook @ChuckCook]

Please change your mind. Cybertruck is what we want to live on. Cybercab won't haul my bees. I still need a tool that also will drive me to the airport.

[TSLA Class Action @TSLAclassaction]

Yes, the issue people have is not the autonomous part. It’s the lack of appropriate form factors to fit their personal lives.

By all means, remove steering wheels and pedals if autonomy is that polished, but it doesn’t change the need or demand for a truck or large SUV.

Cybercab is great, but obviously people will still want to own their car and want it to be autonomous.

[Rex @R89Capital]

Something like 80% of people want a personal vehicle

Its basically the same principle has whether you want roommates or not.. If you can afford it, the answer is always "fuck no"

[TSLA Class Action @TSLAclassaction]

@ChargePozitive @JoshWest247 @UnpluggedTesla Keep @tesla as the consumer product.

Spin off Cyber as the autonomy class.

Call it Cyberdyne if you must.

@elonmusk

The most entertaining outcome…

[TSLA Class Action @TSLAclassaction]

@ChargePozitive @JoshWest247 @UnpluggedTesla Keep @tesla as the consumer product.

Spin off Cyber as the autonomy class.

Call it Cyberdyne if you must.

@elonmusk

The most entertaining outcome…

[TSLA Class Action @TSLAclassaction]

It’s not just about Cybertruck.

It’s about cancelling the S/X with no successor.

It’s about failing to communicate ANY cogent product strategy whatsoever.

It’s about blatantly ignoring other obvious vehicle segments.

It’s about cancelling a vehicle without ever attempting to fix it or advertise it.

It’s about gaslighting shareholders and customers with nonsensical explanations.

It’s about extreme hubris and arrogance paired with a total lack of basic respect for your supporters.

It’s about a very uninspiring future.

[TSLA Class Action @TSLAclassaction]

It’s not just about Cybertruck.

It’s about cancelling the S/X with no successor.

It’s about failing to communicate ANY cogent product strategy whatsoever.

It’s about blatantly ignoring other obvious vehicle segments.

It’s about cancelling a vehicle without ever attempting to fix it or advertise it.

It’s about gaslighting shareholders and customers with nonsensical explanations.

It’s about extreme hubris and arrogance paired with a total lack of basic respect for your supporters.

It’s about a very uninspiring future.

[The Cybertruck Guy @cybrtrkguy]

Why ship Semi if Cybercab is the focus?

The Semi factory, at maximum output, can only produce 25,000 units a year. That is microscopic compared to the potential revenue of Cybercab.

Why bother?

[The Cybertruck Guy @cybrtrkguy]

From Tesla’s Q4 2025 earnings call (January 28, 2026).

In response to a question about building a more conventional pickup instead of Cybertruck, Lars said:

“Actually, in its segment, Cybertruck continues to be a leader and is selling more than any other electric truck out there, while our competition continues to pull back.

But to the question itself, from a line standpoint, we always designed our lines to be super flexible. We built 3 and Y on the same line. We built S and X on the same line, still showing that we can do that. The Cybertruck line was designed in the same way and is one of our most fully ready for autonomy platforms.”⁠

Elon then added:
“But yeah, we will transition the Cybertruck line to just a fully autonomous line. And there's obviously a market there for cargo delivery, like you say, like localized cargo delivery within a city, within a few hundred miles, something like that. There's a lot of cargo that needs to move locally within a city, and an autonomous Cybertruck could be very useful for that.”

What happened in the 10 months since?

[Dirty Tesla @DirtyTesLa]

If I lived in a city I could def see Cybercab being 100% of my usage. Plenty of people in cities already live without owning a vehicle, this would just make their lives easier with more options.

But outside of a city... you can't not own a car

[TSLA Class Action @TSLAclassaction]

@Moyd_Flaywether @GoBullsDan @whacksnack @elonmusk @PalmerLuckey @carlhancock Correct. My car is taking me.

[Jowua @JowuaLife]

No one is sending their 3 year old to daycare in a Cybercab.

[Jordan Camina @hletes]

Pretty upset with Tesla! How could you cancel the Model S, X and the Cybertruck less than 6 months with NO announced replacements whatsoever.

It’s sad that Cybercab is such a high priority given that we live in a world where people WANT to own their vehicles. There are no true premium options for people who want a Tesla… SAD!

[CleanTechnica @cleantechnica]

Tesla Hasn’t Had A Successful New Product Launch Since JB Straubel Stepped Down As CTO
https://t.co/HFvHcZxDIU

[JoshWest247 ⚡️ @JoshWest247]

I have never seen backlash like this.

So many people who have never said anything negative against Tesla are PISSED

[TSLA Class Action @TSLAclassaction]

@GoBullsDan @whacksnack @elonmusk @PalmerLuckey @carlhancock It’s not a choice. My car already drives itself.

But it’s my car.

[Jason W @jmwilt21]

For the first time since I got my first Tesla, I’m considering not getting a Tesla as my next vehicle.

I still want a Model 3 Performance but I don’t know if I trust Tesla in the long term to support customer owned vehicles… This whole situation just feels like a middle finger to their loyal customers.