6/ Bottom line: the EV experience has quietly gotten a lot better. The market headwinds are political and financial, not experiential. That distinction matters a lot for where this goes next. buff.ly/qtpaEZe
5/ So what's the paradox? Sales are down because the $7,500 federal tax credit was cut in Sept 2025. But that's a demand problem for new buyers - not a satisfaction problem for existing ones. The retention rate is extraordinary. The acquisition pipeline is what's hurting.
4/ Vehicle quality is also up, especially in premium EVs. Nearly 16 fewer problems per 100 vehicles vs last year in that segment. The tech is maturing fast.
3/ The biggest improvement? Public charging. Satisfaction jumped 115 points among mass-market EV owners year over year. The Tesla Supercharger network opening to other brands - plus growth from Rivian, Electrify America & others - is finally being felt by everyday owners.
2/ 96% of current EV owners say they'd consider buying or leasing another EV. That's up from 94% last year - and from just 82% when JD Power started this study in 2021. Once people go electric, they're not going back.
JD Power just dropped its 2026 EV ownership study and the headline is wild: EV sales are slumping, but owner satisfaction just hit an ALL-TIME HIGH. Here's what's driving it. 🧵 #EVsky #EV
For garage orphans, curbside charging = difference between "aspirational tech" and "practical transportation."
Cities that get this right make EVs accessible to urban majorities. Cities that don't? EVs remain suburban luxuries while cities choke on tailpipe emissions.
Full piece: buff.ly/IuVWCBT
The tech works. Multiple models proven viable. Installation costs dropping. Utilization data shows real demand.
What's missing? SCALE. Going from hundreds → tens of thousands of chargers per city. That requires political will + patient capital + bureaucratic competence.
LA converted 220,000 streetlights to LED, freeing electrical capacity for 750+ chargers. The system uses Amsterdam-style smart charging - throttling during peak demand, ramping up when solar production peaks.
The European advantage? 230V streetlight circuits perfect for Level 2 charging (20-50 mi/hr). American streets run 120V - glacially slow at 2-5 mi/hr. Converting to 240V is possible but expensive, hence the creative American solutions.
Voltpost (Manhattan) retrofits lampposts with retractable cables mounted 10 feet up. When not in use, cables retract automatically. No theft, no vandalism, no weather damage. Install time: hours, not weeks.
@itselectric.bsky.social (Brooklyn) bypasses utility red tape by running power from adjacent buildings. Install time drops from 18 months → 2 days. Cost drops from $50K+ → under $10K. Building owners earn $700-3,400/year.
London: 24,000 on-street chargers
NYC: 100
European cities figured out curbside charging years ago. America? We're still in the pilot phase. But innovative startups are changing that with solutions that actually work.
The EV pitch: "Home charging is the dream!" But 40M urban Americans don't have garages or driveways. For them, the dream is a nightmare of public charging networks and app juggling.
Meet the "garage orphans" - and how cities are finally solving their problem. 🧵
#EVsky #EV #Charging #ElectricVehicles
We're about to find out. And it's going to be fascinating - in the same way watching someone juggle chainsaws is fascinating. You can't look away, but we all know how this probably ends. /end #Tesla #EVIndustry #WattsGoingOn
The question isn't whether Tesla is still a car company. The question is: what happens when the robotaxi revolution takes longer than promised, the robots keep falling over, and you've already closed the factory making your flagship vehicles? #Robotaxi #Optimus
It's the classic tech company move: abandon the thing you're good at for the thing that sounds more exciting in investor presentations. Tesla proved EVs could work. Now they're proving you can destroy a car company while insisting you're building something better. #TechIndustry
Tesla has lost the EV sales crown to BYD. They alienated their progressive customer base. Killed affordable EV plans. And now they're pivoting to a future where they... don't really sell cars anymore. #BYD #ElectricCars
Tesla's betting everything on 1.1M FSD subscriptions growing fast enough to replace declining car sales. They're spending $20B in 2026 - more than double last year - on Cybercabs, Optimus robots, and battery plants. Musk called it spending "out of desperation." #FullSelfDriving
The entire auto industry is chasing software-defined vehicles and subscription revenue. Making cars is brutal, low-margin work. But convincing customers to pay monthly fees for features their car already has? Even harder. #Automotive #SaaS
The irony: Tesla pioneered making EVs desirable. They proved electric cars could be fast, beautiful, and aspirational. Now they're abandoning that legacy to chase robots that struggle with basic tasks and taxis that need safety drivers. #ElectricVehicles #Tesla
Tesla's board approved a pay package that could make Musk the world's first trillionaire - but the vehicle sales milestone only requires 1.2M cars/year average through 2035. That's FEWER than they sold in 2024. The decline is literally baked in. #TeslaPay #TSLA
The numbers tell the story: automotive revenue down 10% YoY, while Musk spent the call talking about robots and robotaxis. He says less than 5% of future miles will involve someone actually driving. Maybe 1%. Bold claim for a company whose robotaxis crash more than human drivers. #SelfDriving #FSD
Tesla just killed the Model S and Model X to make room for humanoid robots that can barely walk straight. If you've been wondering whether Tesla is still a car company, last night's earnings call answered that with a resounding "not really, no." 🧵 #Tesla #EVs #EVSky
We're about to find out. And it's going to be fascinating - in the same way watching someone juggle chainsaws is fascinating. You can't look away, but you're pretty sure this isn't going to end well. /end #Tesla #EVIndustry #WattsGoingOn
The question isn't whether Tesla is still a car company. The question is: what happens when the robotaxi revolution takes longer than promised, if robots keep falling over, and you've already closed the factory making your flagship vehicles? #Robotaxi #Optimus
It's the classic tech company move: abandon the thing you're good at for the thing that sounds more exciting in investor presentations. Tesla proved EVs could work. Now they're proving you can destroy a car company while insisting you're building something better. #TechIndustry
Tesla has now lost the EV sales crown to BYD. They alienated their progressive customer base. Killed affordable EV plans. And now they're pivoting to a future where they... don't really sell cars anymore. #BYD #ElectricCars
Tesla's betting everything on 1.1M FSD subscriptions growing fast enough to replace declining car sales. They're spending $20B in 2026 - more than double last year - on Cybercabs, Optimus robots, and battery plants. Musk called it spending "out of desperation." #FullSelfDriving
The entire auto industry is chasing software-defined vehicles and subscription revenue. Making cars is brutal, low-margin work. But convincing customers to pay monthly fees for features their car already has? Even harder. #Automotive #SaaS