Tesla News
Industry updates, earnings, and what's happening at Tesla — written for owners.
Tesla Rolls Out FSD v14.3.5 in 2026.20.6.6 — MLIR Compiler Cuts Reaction Time 20%, Camera Preview Unlocked
Tesla's 2026.20.6.6 update brings FSD v14.3.5 with a ground-up MLIR compiler rewrite delivering 20% faster reaction time, in-motion Camera Preview, Dashcam clip encryption, and Smart Summon bumped to 8 mph.
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Tesla Cybercab Begins Employee Rides at Giga Texas — 100+ Robotaxis Staged, No Steering Wheel in Sight
Tesla confirmed Cybercab employee rides at Gigafactory Texas starting July 10, 2026, with 100+ units staged in outbound lots and an engineering lead reporting 50+ rides in just a few days — though route scope remains unconfirmed.
5 min read
Tesla Q2 2026 Earnings Preview: Deliveries Already Won — Now It's All About Margins and Cybercab
Tesla reports Q2 2026 earnings on July 22 after record 480,126 deliveries. With the volume number already public, Wall Street shifts focus to automotive gross margins, FSD subscriber growth, and Cybercab expansion updates. Consensus EPS: $0.51–$0.52.
5 min read
Tesla Opens Orders for Three-Row Model Y L in the US at $61,990 — Six Seats, 325 Miles, September Delivery
Tesla opened US orders for the three-row Model Y L on July 2, 2026, with Launch Series pricing at $61,990. The 6-seat, long-wheelbase SUV offers 325 miles of range and targets September deliveries from Giga Texas.
5 min read
Tesla Robotaxi Hits Miami Streets: First Market Outside Texas Goes Live July 3 With Just 2 Vehicles
Tesla launched its fully unsupervised robotaxi service in Miami on July 3, 2026 — expanding beyond Texas for the first time with 2 active Cybercabs and 21 more staged near Miami International Airport.
5 min read
Tesla Smashes Q2 2026 Delivery Record With 480,126 Vehicles — 25% Jump Crushes Wall Street Forecast
Tesla delivered 480,126 vehicles in Q2 2026, surging 25% year-over-year and crushing analyst consensus of 406,000 by more than 74,000 units — the largest delivery beat in Tesla's history.
5 min read
Tesla's Production Cybercab Hits Austin Streets — No Steering Wheel, No Pedals
Tesla put its production Cybercab — a 2-seat vehicle with no steering wheel or pedals — on Austin public roads June 30, 2026, the first time any purpose-built driverless Tesla has driven on open streets.
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BYD Delivers 557,090 BEVs in Q2 2026, Reclaiming the Global Electric Crown from Tesla
BYD reported 557,090 pure-electric deliveries in Q2 2026, outpacing Tesla's expected ~400,000 by more than 150,000 units and reversing Tesla's narrow Q1 advantage. Tesla's official Q2 count is due July 2.
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Tesla's AI5 Chip on 3nm Delivers 5x AI4 Compute — Powering HW5 and Optimus
Tesla's AI5 chip, taped out April 15 on a 3nm process, delivers ~5x the useful compute of the AI4 dual-SoC with 9x the memory. Engineering samples arrive late 2026; mass production targets mid-to-late 2027.
5 min read
Tesla Optimus Gen 3: Summer 2026 Production Starts at Fremont — With 10,000 Unique Parts to Master
Tesla begins Optimus Gen 3 production at Fremont this summer after converting the Model S/X line — but with 10,000+ unique components, Musk warns output will be "quite slow" in 2026.
6 min read
Tesla's 2026.20.5.1 Update Brings FSD v14 Lite to HW3 Vehicles — First Update in 14 Months
Tesla's 2026.20.5.1 update delivers FSD v14 Lite to HW3 Model 3 and Y owners — the first major FSD update for older hardware in 14 months, adding Arrival Options and SLOTH speed profile.
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Tesla Model Y L Is Coming to North America This Fall: Six Seats, 327-Mile Range, Built at Giga Texas
Tesla's six-seat Model Y L is reportedly launching in North America with an August–September internal target, 327-mile estimated range, ~$53,990 starting price, and production at Giga Texas.
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Tesla May 2026 Global Sales: Europe Up 138%, France Surges 655% as U.S. Falls 15%
Tesla registered approximately 177,000 vehicles globally in May 2026. European sales rose 138% year-over-year to 23,251 units, with France up 655% and Germany up 322%, while U.S. deliveries dropped 15% to roughly 48,587 units.
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Tesla Brings Forecasted Supercharger Availability to Google Maps for All EV Drivers
Tesla is rolling out forecasted stall availability for its 80,000-stall Supercharger network inside Google Maps globally, letting non-Tesla EV owners see predicted wait times before arrival — a first for third-party charging access.
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NHTSA Closes Tesla Power Steering Investigation Covering 376,000 Model 3 and Model Y Vehicles
U.S. safety regulators formally closed their engineering analysis into power steering loss affecting 376,241 Tesla Model 3 and Model Y vehicles from the 2023 model year on June 27, 2026, following Tesla's successful OTA software recall.
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Goldman Sachs Raises Tesla Q2 2026 Delivery Forecast to 420,000 Vehicles on Europe's 85% Sales Surge
Goldman Sachs lifted its Tesla Q2 2026 delivery forecast from 405,000 to 420,000 vehicles on June 16, 2026 — 5% above the Wall Street consensus — driven by European registration growth of 85–90% year-over-year through May.
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Tesla Megablock Makes European Debut at ees Europe Munich, Cutting Deployment Costs 40%
Tesla officially unveiled Megablock at ees Europe Munich on June 24, 2026 — a pre-engineered 20 MWh unit combining four Megapack 3 modules with a Tesla-built transformer, reducing storage deployment costs by 40% and install time by 23%.
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Tesla and NatPower Sign $5 Billion Megapack Agreement for 25 GWh of Battery Storage Across Europe
Tesla and NatPower announced a multi-year Megapack supply deal on June 23, 2026, covering 25 GWh across 5 projects in Italy and the UK — the largest single BESS procurement contract in European market history.
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Tesla's 1,000th Australian Supercharger Opens at Byron Bay — 10,000 km of Coverage Complete
Tesla reached its 1,000th Supercharger stall in Australia with a custom-designed V4 station at Byron Bay on June 20, 2026, completing 10,000 km of major EV corridors across the country.
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NHTSA Opens Special Probe After Tesla Crashes Into Texas Home, Killing 76-Year-Old
Federal regulators launched a Special Crash Investigation after a Tesla Model 3 struck a Katy, TX home at 73 mph on June 20, 2026, killing Martha Avila Mantilla, 76. Tesla's own data contradicts the driver's Autopilot claim.
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Tesla's FSD Is Getting Grok Voice Commands This Fall — Musk Sets September Target
Elon Musk confirmed in June 2026 that Grok will be integrated into FSD within ~3 months, enabling natural-language voice commands to control Tesla's autonomous driving system for the first time.
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Tesla FSD Streak Celebrations Turn Autonomous Miles Into a Game — and That's Raising Safety Concerns
Tesla's FSD v14.3.4 adds confetti animations at 100, 250, 500, 1,000, and 5,000 intervention-free miles. Critics warn gamification may discourage drivers from taking manual control when needed.
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Tesla's 'Next Million' Powerwall Rebate Gives You $500 Per Unit — But the Clock Runs Out June 30
Tesla's 'Next Million' Powerwall rebate offers $500 per unit, up to $1,000 per household, for orders placed by June 30, 2026. Only Powerwall 3 and Powerwall 3 Expansion qualify.
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Tesla Robotaxi at One Year: From a $4.20 Invite-Only Novelty to Texas's Largest Driverless Fleet
One year after Tesla launched its robotaxi service in Austin on June 22, 2025, the fleet has gone fully unsupervised, expanded to Dallas and Houston, and evolved through five pricing structures.
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Hundreds of Tesla Cybercabs Now Sport Official Logos at Giga Texas: Fleet Launch Expected in July
Drone footage captured hundreds of Cybercabs bearing official 'Cybercab' logos at Gigafactory Texas — the same pre-launch branding signal Tesla used with Model Y Robotaxis before their service debut. Fleet operations expected to begin in July 2026.
5 min read
Tesla's Q2 2026 Delivery Report Arrives July 2: Wall Street Expects 400,000 Vehicles
With Tesla's Q2 2026 delivery report due July 2 and earnings on July 22, Wall Street forecasts roughly 400,000 vehicles — up from Q1's 358,023. Analysts debate whether the stock's P/E of 366 already prices in the recovery.
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Tesla Rolls Out FSD v14.3.3 to Australia and New Zealand: Speed Profiles, Arrival Options, HW4 Only
Tesla's FSD v14.3.3 has reached Australia and New Zealand via firmware 2026.16.6, bringing Speed Profiles, 5-mode Arrival Options, and a separate right-hand-drive software branch — but only for Hardware 4 vehicles.
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Tesla Files for 5,000-Vehicle Robotaxi Permit in Nevada to Launch Las Vegas Service
Tesla Robotaxi, LLC filed for an Autonomous Vehicle Network Company permit in Nevada on June 5, 2026, requesting authorization to deploy up to 5,000 vehicles in Clark County — including Harry Reid International Airport — dwarfing Amazon Zoox's 65-vehicle Nevada cap.
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Tesla Releases FSD Safety Data From the Netherlands: 3.5x Fewer Crashes Than Human Drivers
Tesla published its first official FSD safety report from the Netherlands on June 9, 2026, covering 23.6 million km driven in two months. FSD recorded 3.5x fewer collisions than manual drivers, with zero crashes on highways across 16.6 million km.
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Tesla FSD Approved in Denmark: Europe's Fourth Country in Under 8 Weeks
Denmark's Road Traffic Authority provisionally approved Tesla's Full Self-Driving on June 9, 2026, making it the 4th European country to clear FSD in under 8 weeks — despite Denmark previously raising speed-limit and branding concerns at the EU level.
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Tesla Supercharger Network Crosses 80,000 Stalls Globally as V4 Era Begins
Tesla's Supercharger network has surpassed 80,000 stalls worldwide, with 3,088 US stations covering 52% of US DC fast charging capacity. V4 hardware delivering up to 500 kW is now standard at new sites, with Gigafactory New York fully shifted to V4 production.
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Tesla Cybercab Spotted Across America in 8+ Cities as National Rollout Takes Shape
Tesla Cybercabs have been spotted at showrooms and on test routes across the US, from Pittsburgh, PA to Miami, FL and Atlanta, GA. The national deployment serves dual purposes: FSD unsupervised validation and public awareness ahead of broader Robotaxi expansion.
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Tesla Cybertruck Dual Motor AWD First Deliveries Confirmed for June 21
Tesla will begin delivering the Cybertruck Dual Motor AWD on June 21, with early buyers who ordered at the $59,990 February launch price first in line. The variant delivers a 4.1-second 0-60 mph time, 325 miles of EPA range, and 325 kW DC fast charging.
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Tesla's 2026.14.6.7 OTA: AI Compiler Rewrite Delivers 20% Faster FSD Reactions
Tesla's 2026.14.6.7 update carries an AI compiler rewrite delivering 20% faster FSD reaction times and bumps Smart Summon speed from 6 mph to 8 mph. The third wave rolled out June 4, reaching 2.4% of the fleet.
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Tesla's FSD Is Live in 7 Regions — and 50+ Countries Are Waiting Their Turn
Tesla revealed its full global FSD approval map on June 4, 2026: 1.3 million vehicles already have FSD access across 7 regions, while 50+ countries spanning Europe, Asia, the Middle East, and the Americas await regulatory clearance.
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SpaceX's $74.4 Billion IPO on June 12: What Every Tesla Investor Needs to Know
SpaceX prices its record-breaking $74.4B IPO at $135 per share on Nasdaq (ticker: SPCX) for June 12, targeting a $1.77 trillion valuation. With retail investors holding 40% of TSLA, the split-attention effect could reshape Tesla's shareholder base.
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Tesla Model Y Beats Every Car in South Korea in May 2026 — Not Just Imports
Tesla recorded 10,866 South Korean registrations in May 2026, with the Model Y topping all vehicles sold in the country — domestic and imported — at 8,762 units. The brand's YTD share of the import market has climbed to 30.8%.
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Tesla FSD Approval Pipeline Reaches 12 Countries as EU Technical Committee Vote Nears
With FSD now live in 6 European countries, Tesla's VP of AI confirmed pending approvals in 12 more markets spanning Europe and South America. An EU Technical Committee vote expected in late June could unlock remaining member states simultaneously.
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Tesla Lists Used Cybertrucks for the First Time — Inventory Sells Out in Under 24 Hours
Tesla launched its first official used Cybertruck inventory on June 1, 2026, with prices starting at $66,200. The entire stock sold out within 24 hours, signaling strong secondary-market demand despite a 3-to-4-month wait for new orders.
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Tesla Robotaxi Expands to All of Austin Metro: Unsupervised Zone Now Covers ~245 Square Miles
Tesla expanded its unsupervised Cybercab service to the entire Austin metro geofence on June 3, stretching coverage from a small pilot zone to roughly 245 square miles including the airport and major suburbs.
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Tesla Retroactively Added "Supervised" to FSD Purchase Contracts, Owners Report Documents Now Inaccessible
Tesla modified FSD purchase agreements signed between 2016 and 2024 to insert the word 'supervised,' with some owners finding their original contracts link to invalid pages. The changes arrive amid $14.5B in active FSD litigation.
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Tesla Semi Passes Grueling Grapevine Test as Fleet Operators Accelerate Orders
Covenant Logistics, a $1.16B trucking company with 2,600+ tractors, completed a loaded Tesla Semi run over California's infamous Grapevine pass. Meanwhile, King Fio Trucking placed a 20-truck order targeting 500-mile drayage routes.
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Tesla's Shanghai Gigafactory Posts 2026 High With 85,982 May Deliveries — Up 39.4% Year-on-Year
Tesla's Giga Shanghai delivered 85,982 vehicles in May 2026, a 39.4% year-on-year jump and the plant's highest monthly total of the year, with cumulative output up 29.4% through May.
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Tesla's Megablock Packages 20 MWh Into One Container — Houston Factory Targets Late 2026 Shipments
Tesla's Megablock bundles four Megapack 3 units into a single 20 MWh container, cutting grid-storage installation costs 40% and time 23%. The Houston Megafactory targets 50 GWh annual output starting late 2026.
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Tesla Stages 60 Robotaxi Model Ys in Phoenix as Network Eyes 8-City U.S. Footprint by June
~60 Tesla Model Y Robotaxi vehicles with rear camera washers were spotted staging in Phoenix, Arizona — the clearest sign yet of an imminent launch in a city confirmed alongside Miami, Orlando, Tampa, and Las Vegas.
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Tesla's VP of Engineering Confirms Roadster Will Be Built at Giga Texas — SpaceX Thrusters Still in the Plan
Lars Moravy confirmed on May 24, 2026 that the next-gen Roadster will be manufactured at Gigafactory Texas alongside the Cybertruck and Cybercab, with 10 SpaceX cold gas thrusters targeting sub-1-second 0-60.
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Tesla's Cybercab Drives Itself Off the Assembly Line — No Steering Wheel, No Pedals
On May 28, 2026, a gold-finish Tesla Cybercab rolled out of Gigafactory Texas completely unassisted — no driver, no steering wheel, no pedals. Elon Musk posted the video; Tesla's AI director said it would 'soon' deploy in Austin.
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Tesla's Optimus Factory at Giga Texas Raises Its First Steel Structure
Drone footage captured May 27, 2026 shows the first steel structure standing at Tesla's dedicated Optimus factory on the Giga Texas North Campus — a facility designed to produce up to 10 million humanoid robots per year.
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Tesla Megapack 3 to Power Belgium's Biggest Battery Park: 180 Units at a Former Power Plant
SPIE Belgium announced May 27, 2026 it will install 180 Tesla Megapack 3 units at a former power plant site in Kluisbergen (Ruien) — a €100M+ project that ranks among the largest battery storage deployments in Belgian history.
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Tesla's Texas Robotaxi Fleet: 42 Vehicles vs. Waymo's 577, DMV Filing Reveals
A new Texas law forced Tesla to disclose its robotaxi fleet size for the first time: just 42 vehicles operating in the state, compared to Waymo's 577 — more than 13 times Tesla's total after nearly a year of service.
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City Documents Expose Tesla's 24-Acre Robotaxi Hub in Irving, Texas
Planning documents filed with Irving, Texas reveal Tesla is converting a 24-acre property into its first purpose-built Robotaxi fleet center, with 212 dedicated EV parking spaces and a 35,049 sq ft operations building.
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Texas AV Law SB 2807 Takes Effect Today, Clearing a Key Legal Hurdle for Tesla Cybercab
Texas Senate Bill 2807 takes effect May 28, 2026, establishing the first formal authorization framework for steering-wheel-free autonomous vehicles in the state — a direct legal green light for Cybercab.
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Reuters Investigation Finds Tesla's FSD Safety Claims Inflated by 3x
A Reuters investigation reveals Tesla's self-driving safety data contains a 3x inflation error, with 7 of 9 former data labelers saying they wouldn't trust FSD to drive them.
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Tesla Roadster Confirmed for Giga Texas — And a Reveal Could Come As Soon As June
Tesla VP Lars Moravy confirmed on May 24 that the long-awaited Roadster will be manufactured at Gigafactory Texas, with Elon Musk hinting the reveal could arrive as early as June 2026.
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Tesla Megapack Powers 44,000 New Zealand Homes: 100MW/200MWh Battery Goes Live
Contact Energy's Glenbrook Ohurua Battery 1 — 56 Tesla Megapack 2XL units totaling 100MW/200MWh — came online May 25, marking New Zealand's first Megapack 2XL installation and its largest grid-scale battery.
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Tesla Cybertruck AWD Demand Surge Pushes Delivery Estimates Into Fall 2026 — And Beyond
After Tesla priced the Cybertruck Dual Motor AWD at $69,990 following a brief $59,990 window, demand overwhelmed summer production slots, pushing delivery estimates for new orders to September–October 2026 and April 2027.
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Tesla Quietly Eased FSD Driver Monitoring in v14.3.3 — Drivers Now Get Up to a Minute of Attention Freedom
With FSD v14.3.3 (update 2026.14.6.6), Tesla extended its driver attention window from 20-30 seconds to nearly one minute before prompting intervention, continuing a steady relaxation of supervision requirements as system confidence grows.
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WattEV Orders 370 Tesla Semis in California's Biggest Electric Truck Deal Yet
WattEV has ordered 370 Tesla Semi Class 8 trucks for California port freight operations, the state's largest single EV truck deployment, with the first 50 units delivering in 2026 and full fleet operational by end of 2027.
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Tesla Is Building a 100-Gigawatt Solar Panel Factory Near Houston — 300 Times Bigger Than Buffalo
Tesla is constructing a 1.65-million-square-foot solar manufacturing complex in Brookshire, Texas, targeting 100 GW of annual panel capacity by 2028 — a 300x leap from its existing 300 MW Buffalo operation.
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Tesla's 2026 Model Y Quietly Ships With Hardware 4.5 and Built-In Camera Cleaning Nozzles
Starting in late March 2026, nearly all Long Range and Performance Model Y units from Fremont and Giga Berlin ship with undisclosed Hardware 4.5, featuring micro-fluidic cleaning nozzles on the B-pillar and rear cameras that blast water and air to clear dirt, salt, and frost.
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Tesla Update 2026.14.100: Smarter Grok, a New Creations Hub, and Service Mode Gets QR Codes
Tesla's May 21, 2026 software update 2026.14.100 brings Grok auto-dismissal after 15 seconds, a unified Creations section for Photobooth and Sketchpad on AMD vehicles, Chromium upgraded to v140, and a QR-code authentication system for independent repair shops.
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Tesla's 4680 Battery Cell Falls Short on Every Key Metric — And a $2.9B Supply Contract Just Collapsed
Five years into Tesla's 4680 program, independent data shows the cells deliver 13% lower energy density than Panasonic 2170s, cut Model Y WLTP range by 52 km, and charge 10-80% in over 40 minutes. A Korean supplier just wrote down a $2.9B contract to $7,386.
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Tesla Cybercab Certified at 165 Wh/mi: The Most Energy-Efficient EV Ever Built
Tesla's Cybercab has received EPA certification at 165 Wh/mi — shattering every efficiency record in the industry. The next most efficient EV, the Lucid Air Pure, consumes 28% more energy per mile.
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Tesla Pours $250 Million Into Giga Berlin, Targeting 18 GWh of Annual Battery Output
Tesla committed an additional $250 million to battery cell production at Giga Berlin in May 2026, more than doubling capacity to 18 GWh annually and adding over 1,500 jobs — part of a €1 billion total site investment.
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Tesla FSD Is Now Live in China and Lithuania, Expanding to 10 Territories Worldwide
Tesla confirmed FSD Supervised launched in China and Lithuania on May 21, 2026, bringing the total to 10 territories — and China's approval follows years of regulatory uncertainty and a Trump-Xi summit in Beijing.
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Tesla's Fremont Factory Closes the Model S/X Chapter to Make Room for Optimus Robots
On May 9, 2026, the last Model S and Model X rolled off Tesla's Fremont line after 13 years — the factory now converts to Optimus humanoid robot production targeting 1 million units annually.
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Tesla Reveals 37 Q1 2026 Supercharger Voting Winners Across Three Continents
Tesla has announced 37 new Supercharger locations selected by its owners through the Q1 2026 community voting cycle — covering 21 North American sites, 11 in Europe and the Middle East, and 5 across Asia-Pacific.
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The SpaceX IPO Is Coming — And It May Drain Tesla's 'Muskonomy' Stock Premium
Tesla stock fell 3% on May 19 as SpaceX targets a June 2026 IPO at a $1.75-2 trillion valuation. TSLA trades at 195x forward earnings — the second-most-expensive S&P 500 stock — and that premium may not survive a public SpaceX.
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Tesla Quietly Buried a $2 Billion AI Hardware Acquisition in Its SEC Filing — No Name, No Details
A single sentence in Tesla's Q1 2026 10-Q reveals a $2 billion deal to acquire an unnamed AI hardware company — $200M guaranteed, $1.8B contingent on milestones. Tesla never mentioned it in the earnings call.
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Musk Promises 'Widespread' Unsupervised Tesla FSD in the US by Year-End — Again
At the Samson International Smart Mobility Summit on May 19, Musk promised unsupervised Tesla FSD will be 'widespread' in the US by year-end — but fewer than 30 robotaxis are deployed across 3 Texas cities.
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Over 70 Cybercabs Spotted at Giga Texas as Production Ramp Accelerates
Drone footage captured over 70 Cybercabs in the Giga Texas staging yard on May 13, 2026 — up from 40 just five days earlier, suggesting roughly 6 vehicles per day as Austin robotaxi operations approach.
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Tesla Launches Supercharger Virtual Queue Pilot at 6 Stations After Viral Fight Incident
Tesla launched a Supercharger virtual queue pilot at 5 California stations on May 11, then expanded to the Bronx, NY on May 12 — addressing congestion at busy charging hubs ahead of broader rollout.
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Tesla Model Y Gets First Price Increase in Two Years — Premium Trims Up $1,000
Tesla raised prices on Model Y premium trims for the first time since early 2024 — Premium RWD and AWD each up $1,000, Performance up $500, effective May 16, 2026.
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No New App Needed: How Tesla's Cybercab Ride-Hailing Will Work Through the Existing Tesla App
Tesla is building Cybercab ride-hailing directly into the existing Tesla app — no separate download needed — letting passengers request rides, track real-time arrival, and set cabin temperature before boarding the wheelless 2-seat robotaxi.
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CARB Filing Confirms Tesla Semi Battery Sizes: 822 kWh Long Range, 548 kWh Standard Range
CARB Executive Order A-374-0095 officially confirms Tesla Semi's production batteries — 822 kWh for Long Range (500 miles, 800 kW) and 548 kWh for Standard Range (325 miles) — both using NCMA 4680 cells with 1.2 MW Megacharger support.
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Tesla Rolls Out FSD V14.3.3 With Live Intervention-Free Streak Counter and 8 mph Summon
Tesla's FSD V14.3.3 (update 2026.14.6.6) ships a real-time intervention-free streak counter on the main screen, bumps Actually Smart Summon to 8 mph from 6 mph, and delivers 20% faster AI reaction via an MLIR compiler rewrite.
5 min read
Tesla Files Permit for 36,000 sq-ft Cybercab Car Wash in Las Vegas — Autonomous Fleet Infrastructure Takes Shape
A Clark County building permit reveals Tesla is constructing a 36,000 sq-ft automated car wash facility in Las Vegas with 2 wash bays and 6 service bays, purpose-built for its driverless Cybercab fleet.
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Cybercab Caught Testing Starlink Mini Dish — Tesla's Connectivity Plan for the Wheelless Robotaxi
A Tesla Cybercab was spotted on Austin public roads with a Starlink Mini dish mounted on its rear liftgate, as 70+ Cybercabs stage at Giga Texas ahead of broader fleet deployment.
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Tesla Discloses 17 Robotaxi Crashes — Two Caused by Remote Operators
Tesla has disclosed 17 robotaxi crashes to NHTSA since August 2025, including 2 incidents where a remote teleoperator was actively driving — with a crash rate 4x worse than human drivers.
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Tesla’s 2026.14 Update Brings European-Style Semi-Truck Visuals to FSD Displays
With software 2026.14, European Tesla owners now see accurate cab-over semi-truck models rendered in their FSD visualization — available to all drivers, no subscription required. The update signals how Tesla’s AI is expanding its road object library for international markets.
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Tesla Ends One-Time FSD Purchases in Europe: Subscription Deadlines Set for May 15–21
Tesla is closing the one-time FSD purchase window across six European countries by May 21, 2026. The shift to subscription-only mirrors North America’s earlier transition and comes as Tesla’s global FSD recurring revenue tops $500 million annually.
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Tesla Recalls 218,868 Vehicles Over Rearview Camera Bug in Software 2026.8.6
Tesla's May 5 recall of 218,868 Model 3, Y, S, and X vehicles targets a 2026.8.6 software bug that blanks the rearview camera for up to 11 seconds in reverse — NHTSA campaign 26V283000, with 99.92% already fixed via OTA.
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Tesla Recalled All 173 Cybertruck RWD Models — And the Recall Revealed How Few Were Sold
A May 2026 recall of all 173 Cybertruck RWD models exposes a dual story: brake rotors that can crack under load and send wheel studs through the hub, and a budget variant that sold fewer units than most cars sell in a slow afternoon.
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Tesla Filed a New Roadster Badge Trademark in February — A Diamond Logo Unlike Any Tesla Has Made
Tesla filed two Roadster trademarks with the USPTO on February 3, 2026 — a stretched all-caps angular wordmark and a diamond-shaped badge evoking speed and propulsion — the first bespoke Tesla vehicle logo since Cybertruck, published by Electrek on May 6.
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Tesla's FSD Push Into the EU Hits a Wall — Nordic Nations Raise Safety Objections Over Speeding
A Reuters exclusive reveals Sweden, Finland, Denmark, and Norway have raised safety concerns about Tesla FSD speeding behavior, putting EU-wide approval—requiring 55% of member states—at risk until July 2026 at the earliest.
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Tesla Launches Six-Seat Model Y L in India at ₹61.99 Lakh — First Deliveries Scheduled for June 2026
Tesla held launch events across Mumbai, Delhi, and Gurugram on April 28 for the Model Y L, a 150mm longer six-seat variant priced at ₹61.99 lakh (~$74,000) with 681 km WLTP range and standard AWD.
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Tesla's 2026.8 Update: Autopilot Becomes 'Self-Driving,' Dashcam History Jumps to 24 Hours
Tesla's 2026.8 software update, released May 1, officially renames Autopilot to 'Self-Driving,' expands unsaved dashcam history from 1 hour to 24 hours, and adds Comfort Braking for the new Model Y and parking blind-spot warnings for Cybertruck.
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Tesla Drops the Canadian Model 3 to $39,490 — by Sourcing It From China
Tesla relaunched the Model 3 Premium RWD in Canada at $39,490 CAD on May 1, 2026 — 31% cheaper than the U.S. price. The catch: it ships from Giga Shanghai, and Shanghai-built cars don't qualify for the $5,000 EVAP rebate.
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Elon Musk's 2025 Tesla Compensation: $158 Billion on Paper, $0 in His Pocket
Tesla's regulatory filing on April 30 listed Elon Musk's 2025 compensation at $158 billion — the first tally since shareholders approved the 'moonshot' package. Realized value: zero, because Tesla didn't hit any of the milestones.
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Tesla's Spring 2026 Update: Hey Grok, a Real FSD App, and 24-Hour Dashcam
Tesla's Spring 2026 software update added a hands-free 'Hey Grok' wake word, a redesigned Full Self-Driving app with one-tap subscription at $99.99/mo, three Pet Mode animations, automatic overnight OTA installs, and a 24-hour dashcam buffer.
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Tesla Launches Powerwall 3P — A Three-Phase Battery Built for European Homes
Tesla quietly launched the three-phase Powerwall 3P on April 23, 2026. It pairs a 13.4 kWh battery with a 15.4 kW continuous inverter (21 kW peak) and four MPPT solar trackers, and stacks to four units for 94.5 kWh of total storage.
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Tesla Pushes Cybertruck PowerShare With Powerwall to Mid-2026
Tesla notified Cybertruck owners that PowerShare integration with Powerwall — letting the truck send power into a Powerwall-equipped home — is delayed until mid-2026. Lead engineer Wes Morrill explained why grid-forming negotiation is harder than it sounds.
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Tesla Europe Q1 2026: Germany Quadruples, France Climbs 55%
Tesla registered 79,539 vehicles across Europe in Q1 2026. Germany's quarterly total hit 12,829 (+160% YoY), with March alone delivering 9,252 — Tesla's best month in Germany since December 2022. France led February rankings at +55% YoY.
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Tesla Added 2,500 Supercharger Stalls in Q1 — and Quietly Ended the V3 Era
Tesla's Supercharger network grew by 2,500 stalls globally in Q1 2026, up 19% year-over-year. On March 16, the last V3 cabinet rolled off the line at Giga New York, ending a seven-year run. V4 is now the only cabinet shipping.
5 min read
Tesla's Robotaxi Network Hits 7 Cities by Mid-2026 — Austin Already Goes Fully Driverless
Tesla's Robotaxi service is on track to operate in seven U.S. cities by the midpoint of 2026: Austin, Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. Austin already runs without safety monitors using unsupervised FSD.
5 min read
Tesla Energy Q1 2026: Storage Deployments Drop 38% — But Megapack 3 Ramps in H2
Tesla deployed 8.8 GWh of battery storage in Q1 2026 — down 38% from Q4 2025's record 14.2 GWh and 15% lower year-over-year. Megapack 3 and Megablock systems unveiled in September 2025 are scheduled for volume production starting in H2 2026.
5 min read
FSD V14.3.2 Begins Rolling Out — One Unified AI Model for Smart Summon, FSD, and Robotaxi
Tesla started shipping FSD V14.3.2 to a 2.7% test fleet on May 1, 2026 — about 53 vehicles in the initial batch. The headline change: a single unified AI model now powers Actually Smart Summon, supervised FSD, and the Robotaxi service.
4 min read
Tesla Ends the Model S and Model X After 14 Years — Fremont Line Goes to Robots
Tesla confirmed on April 1, 2026 that Model S and Model X production is over. Only ~596 inventory units remain globally. The Fremont line will be retooled to make Optimus humanoid robots.
5 min read
Tesla Semi Rolls Off the Nevada Production Line — Nine Years After the Reveal
The first Tesla Semi rolled off the high-volume production line in Sparks, Nevada on April 29, 2026. The 1.7 million sq ft factory targets 50,000 trucks/year. Long Range trim: 500 miles at 82K lbs, $290,000.
5 min read
Tesla FSD Gets Approved in Europe for the First Time — Starting in the Netherlands
On April 10, 2026, the Dutch RDW approved Tesla FSD (Supervised) V14.2.2.5 for public roads. Customer rollout began April 11 at €99/month after 1.6 million km of test driving. All 27 EU states can follow via mutual recognition.
5 min read
Tesla Raises 2026 Capex to $25B — And Terafab Is a Real Chip Factory
Tesla bumped its 2026 capital expenditure guidance to over $25 billion and announced Terafab — a joint chip facility with SpaceX and xAI at Giga Texas. Here''s what it means for owners, investors, and FSD.
5 min read
Tesla Has Started Making Cybercabs — Here''s the Honest State of Play
Bloomberg confirmed Tesla began manufacturing the Cybercab at Giga Texas in April 2026. The ramp is slow, revenue won''t be material until 2027, and unsupervised FSD is still ''probably Q4.'' Here''s the realistic picture.
5 min read
Optimus Production Starts at Fremont in July — But It Isn''t in the Factory Yet
Tesla''s Fremont Optimus production line launches late July when Model S/X production ends. Here''s what Musk actually said on the Q1 earnings call, and what ''useful work'' means for owners watching the timeline.
5 min read
FSD v14 Lite Is Coming to HW3 in June — What It Does and Doesn''t Include
Elon Musk confirmed on the Q1 2026 earnings call that HW3 vehicles get FSD v14 Lite by June. Here are the real new features, the permanent limitations, and whether it''s worth upgrading your hardware.
5 min read
TSLA After Q1 2026: Down 20% This Year, Still at 194x Earnings — Buy, Hold, or Sell?
Tesla beat Q1 2026 EPS estimates but built 50,000 more cars than it sold. TSLA is down 20% year-to-date and still trades at 194x forward earnings. Here''s the honest case for each position.
6 min read
Tesla Optimus Gen 3 Is Coming in Late July — And Tesla Won''t Show You Much Until Then
Tesla confirmed Optimus V3 reveal for late July/early August 2026, pushed from its Q1 target. Mass production starts Q3. Here''s what the Gen 3 silhouette reveals, why Tesla is hiding footage, and what 37 joints means.
4 min read
Optimus Showed Up at the Boston Marathon — A Chinese Robot Actually Ran It
Tesla''s Optimus stood at the finish line on Boylston Street cheering runners at the 2026 Boston Marathon. A Chinese humanoid robot ''Lightning'' actually competed in a half marathon this year. Here''s what both tell us about where humanoid robotics really is.
4 min read
Tesla China: March Deliveries Up 46%, Early April a Known Dip — Here''s the Real Trend
Tesla China wholesale deliveries hit 85,670 in March 2026, up 46% month-over-month. Early April dropped 83% on a single week — a predictable quarterly pattern. Here''s how to read the numbers without being misled.
5 min read
Tesla Semi Is in Mass Production. Here''s What 50,000 Units Per Year Actually Means
Nine years after the prototype reveal, Tesla''s Class 8 electric truck has officially entered high-volume production at ~50,000 units/year. We break down what the numbers mean for fleet operators — and for Tesla owners.
5 min read
Tesla Q1 2026: Revenue Beat, Margin Recovery — Then the $5B Capex Surprise
Tesla posted a clean Q1 2026 double beat — $22.38B revenue, 21.1% gross margin — then immediately spooked the market by raising 2026 capex guidance from $20B to $25B+. Here''s what actually matters.
4 min read
Tesla Earnings July 22: Stock at $393 and Three Numbers Wall Street Is Watching
Tesla stock trades at $392.95 heading into its July 22 earnings report after a 480,126-vehicle Q2 delivery beat. Analysts focus on automotive gross margin above 20%, energy storage at 13.5+ GWh, and capex peak guidance.
5 min read
Tesla's 'Scaling Big' July 7 Reveal: Cybercab Lines at 90% Automation, Optimus Arrives at Fremont
Tesla VP Lars Moravy confirmed on July 7 that roughly 150 Cybercabs have been built at Giga Texas with 90%+ automation, while the first Optimus production line has physically landed at the Fremont factory — with 40 more lines planned.
5 min read
Tesla Update 2026.20.6.1: Blue Route, Hey Grok, and Dashcam Encryption Go Live
Tesla's 2026.20.6.1 software update, confirmed July 5, adds a blue route indicator in the Tesla app, Hey Grok voice assistant with location reminders, and encrypted dashcam clips — now reaching 49% of the fleet.
5 min read
Tesla Files 'Megapod' Trademark for Modular AI Computing — Plans to Turn Supercharger Sites into AI Data Centers
Tesla filed a USPTO trademark for 'Megapod' on June 18, 2026, covering modular AI data center hardware including servers, networking, power, and cooling — signaling Elon Musk's plan to deploy AI computing at Tesla's 7-gigawatt Supercharger network.
5 min read
Tesla FSD v14.3.4: Cybertruck Finally Gets Smart Summon as MLIR Delivers 20% Speed Boost
Tesla's FSD v14.3.4 (firmware 2026.14.6.10), released June 13, brings Actually Smart Summon to the Cybertruck at last — plus a 20% faster reaction time from a full MLIR compiler rewrite and a new passenger UI that mirrors the Robotaxi experience.
5 min read
Goldman Sachs Raises Tesla Q2 2026 Delivery Forecast to 420,000 Units on Europe Surge
Goldman Sachs lifted its Tesla Q2 2026 delivery estimate to 420,000 units on June 16, up from 405,000, citing 85–90% year-over-year growth in European registrations through May and solid momentum across Asia-Pacific markets.
5 min read
Sweden Tells EU to Block Tesla FSD Approval Over Speed-Limit Override Feature
Sweden's Transport Administration sent an April 30 letter to the EU's Technical Committee on Motor Vehicles urging a 'no' vote on Tesla FSD unless its built-in Speed Offset feature — which allows speeds above posted limits — is removed. The EU vote is June 30.
5 min read
Tesla FSD Supervised v14 Arrives in Australia and New Zealand — First Right-Hand-Drive Markets to Get V14
Tesla officially launched FSD Supervised v14.3.3 via software update 2026.16.6 in Australia and New Zealand on June 19, 2026 — making ANZ the first right-hand-drive markets globally to receive V14, available for $10,100 or $149/month, exclusively for HW4 vehicles.
5 min read
Tesla Semi Wins 60-Truck Order for California Port Drayage — 90% of State EV Truck Vouchers
Forum Mobility secured 60 Tesla Semis for port drayage at Los Angeles, Long Beach, and Houston in May 2026. A California voucher program shows Tesla Semi captured 965 of 1,067 clean truck applications — a 90% share of EV heavy-truck demand in the state.
5 min read
Tesla FSD One-Time Purchase Option Ends June 30 — Taiwan Files for Approval
Tesla has set June 30, 2026 as the global deadline to purchase FSD as a one-time payment. On June 16, Tesla Taiwan submitted its FSD Supervised application to the Vehicle Safety Certification Center, bringing the feature to 13 markets.
5 min read
Giga Berlin Hits 1 Million Drive Units and 750,000 Cars, Eyes 6,000 Vehicles a Week
Tesla's German Gigafactory hit two production milestones in consecutive months: 1 million drive units manufactured in April 2026 and 750,000 total vehicles built in May 2026, as the plant ramps to 6,000 cars per week by July.
5 min read
Tesla's Robotaxi Fleet Has 59 Vehicles and 17 NHTSA Incidents — Waymo Runs 600 in the Same State
A Bloomberg investigation published June 11, 2026 found Tesla's Texas robotaxi fleet stands at just 59 vehicles with 17 NHTSA-reported incidents, while Waymo operates over 600 autonomous vehicles in the same state.
5 min read
Goldman Sachs Raises Tesla Q2 Delivery Estimate to 420,000 as Europe Surges 85% Year-Over-Year
Goldman Sachs analyst Mark Delaney lifted his Q2 2026 Tesla delivery estimate from 405,000 to 420,000 units on June 16, citing Europe's 85–90% year-over-year surge and strong Asia-Pacific data.
5 min read
Tesla Semi Wins Its Biggest Commercial Convert: ArcBest Buys 2 Trucks After 1.55 kWh/Mile Pilot
ArcBest's ABF Freight division purchased 2 Tesla Semi trucks on June 11, 2026, after a 2025 pilot recorded a stunning 1.55 kWh/mile over 4,494 miles — signaling the start of a commercial freight shift.
5 min read
Tesla's Pre-Assembled Megacharger Brings Plug-and-Play 1.2 MW Charging to Commercial Fleets
Tesla is deploying factory-assembled Megacharger units weighing 9,606 lbs that deliver 1.2 MW to the Semi in 30 minutes, slashing installation time from weeks to days — with Florida's first site filed at a Flying J on I-95.
5 min read
Elon Musk Says Tesla's AI6 Chip May Set a Record for Intelligence Per Wafer
Musk revealed Tesla's AI6 chip could set a record for usable intelligence per semiconductor wafer, doubling AI5 performance using Samsung's 2nm process at a Texas fab covered by a $16.5 billion supply deal.
5 min read
Tesla Cybercab's Full Specs Are Now Official: 293-Mile Range, 219 HP, and Front-Wheel Drive
EPA certification documents confirm the Tesla Cybercab weighs 3,113 lbs, packs a 219 HP front motor, a 48 kWh battery, and an estimated 293-mile adjusted range — making it the lightest production EV in the US.
5 min read
Tesla Cybercab Official Specs Confirmed: 219 HP, 48 kWh Battery, and 293-Mile Real-World Range
EPA filings reveal the Tesla Cybercab weighs just 3,113 lbs with a 219 HP motor, 47.6 kWh battery, and an estimated 293-mile real-world range — making it the lightest EV on the U.S. market and the most efficient Tesla ever built.
5 min read
Tesla Supercharger Gets a Virtual Waiting List — Here's How the New Queue Feature Works
Tesla has begun rolling out a virtual queue feature at select Supercharger stations. Drivers can now join a waitlist through the Tesla app, see their position in line, and receive a notification when a stall opens up.
4 min read
Tesla's Own FSD Videos Are Now Evidence Against It — With $14.5 Billion in Lawsuits at Stake
Tesla faces up to $14.5 billion in FSD and Autopilot lawsuits across 21 litigation tracks. Now its own promotional videos, showing hands-free driving and traffic violations in Denmark, are complicating its legal defense.
5 min read
Tesla Ends 14 Years of Model S and X Production — Fremont Factory Pivots to Optimus Gen 3
On May 9, 2026, the last Model S and Model X rolled off Tesla's Fremont assembly line after 14 and 11 years in production. The factory now prepares to build Optimus Gen 3 robots, targeting 1 million units per year.
5 min read
Tesla Rolls Out FSD v14.3.4 With Cybertruck Summon and Upgraded Neural Network
Tesla began pushing FSD v14.3.4 (2026.14.6.10) on June 13, bringing Cybertruck owners Actually Smart Summon for the first time and unifying the FSD, Summon, and Robotaxi into a single neural network model.
5 min read
Tesla's Optimus Robot Takes a Shift at the Hollywood Diner: From Popcorn to Floor Service
On June 11, Tesla's Optimus robot began working a shift on the Skypad rooftop of the Hollywood Tesla Diner — the latest step in a deployment arc that started with popcorn in July 2025 and now includes autonomous food service and a robot-exclusive menu item.
4 min read
Tesla FSD v14 Reaches Australia and New Zealand: Final Testing Underway for HW4 Vehicles
Tesla confirmed FSD (Supervised) v14 for Hardware 4 vehicles is in final local testing in Australia and New Zealand, with Early Access Program users receiving 2026.27.5.1 builds as of June 8 — a major step up from v13 that covered 1 million km in its first two weeks.
5 min read
Tesla FSD v14 Lite Is Coming to Hardware 3 Owners: What's Included and What's Not
Tesla confirmed FSD v14 Lite for HW3 vehicles is targeting a late June 2026 rollout in North America — bringing Speed Profiles, Autopark, and FSD Streaks to millions of older cars, but Unsupervised FSD remains off the table.
5 min read
Tesla Confirms Actually Smart Summon Is Coming to Cybertruck — Two Years After Owners First Asked
Tesla officially confirmed on June 10, 2026 that Actually Smart Summon is rolling out to Cybertruck, ending a two-year wait for owners. The feature lets the truck navigate parking lots autonomously at up to 8 mph, using custom neural network models built specifically for Cybertruck's four-wheel steering system.
5 min read
Barclays Projects Tesla Q2 2026 Deliveries at 418,000 — Well Above Street Consensus of 397,000
Barclays analyst Dan Levy forecasts Tesla will deliver approximately 418,000 vehicles in Q2 2026, roughly 21,000 units above the Bloomberg consensus of 397,000. Europe is tracking its best quarter since 2023, and China retail sales rose 23% year-over-year in May.
5 min read
Belgium Becomes 5th EU Country to Approve Tesla FSD, Bringing Global Coverage to 13 Nations
Belgium officially approved Tesla FSD (Supervised) on June 10, 2026, making it the 5th EU country to do so. The approval — signed by Flemish Minister Annick De Ridder — brings Tesla's global FSD footprint to 13 countries covering roughly 25% of the world's population.
5 min read
Tesla's Optimus Robot Is Now Running Real Shifts at the Hollywood Diner — With a Secret Menu
Tesla's Optimus humanoid robot began working service shifts on the Skypad rooftop level of the Hollywood Tesla Diner on June 11, with a limited menu item available only while the robot is on the floor.
4 min read
JPMorgan Ends Years of Tesla Bearishness: $475 Price Target and a New Bull Case
JPMorgan upgraded Tesla to Neutral on June 5, raising its price target from $145 to $475 — a 227% jump — as new analyst Rajat Gupta replaced Ryan Brinkman and outlined a $203 billion revenue path for 2030.
5 min read
Kazakhstan Adds Cybertruck to Emergency Rescue Fleet After Successful Mountain Operations
Kazakhstan's Ministry of Emergency Situations confirmed it will purchase more Cybertrucks after deploying vehicles in Almaty mountain rescue operations — citing 'high efficiency' from Vice Minister Sadyrbayev in June 2026.
5 min read
Tesla's First Unified FSD Build Hits Europe: 2026.17.5 Rolls Out in the Netherlands
Tesla deployed its first unified FSD build to European vehicles on June 6 — rolling out 2026.17.5 with FSD v14.2.2.6 to Netherlands owners, while Germany, Norway, Estonia and Lithuania prepare for imminent delivery.
5 min read
Tesla's 6-Seat Model Y L Caught Testing at Fremont — North American Launch Getting Closer
A camouflaged Model Y L was spotted testing at Tesla's Fremont factory in May 2026, with US production now targeting September 2026 — a faster timeline than Musk's previous 'late 2026 or never' statement for North America.
5 min read
Tesla Hit With $400M Quebec Class Action Over Heat Pump Failures Across Five Models
Quebec's Perrier Avocats filed a $400M class action in May 2026 after a 2021 Model 3 owner was billed $4,477 for a heat pump replacement Tesla refused to cover — with 55,000+ Quebec owners potentially eligible to join.
5 min read
BYD Accepts Full Crash Liability for God's Eye at $1,770 — Tesla Has Never Done the Same for FSD
BYD announced on May 28, 2026, that it will cover all at-fault crash costs when God's Eye is active — with no payout cap — at one-fifth the price of Tesla's FSD in China. The comparison exposes a liability gap Tesla has never bridged.
5 min read
Every 2026 Model Y Now Ships with 16-Inch Screen and Black Headliner — No Upgrade Needed
Tesla quietly updated its entire Model Y lineup on June 5, 2026, bringing the 2560x1440 QHD 16-inch touchscreen and all-black headliner to all trims — including the $39,990 base RWD — with no price increase.
5 min read
Volvo Joins Tesla's Supercharger Network: 20,000+ European Stations Accessible via Volvo App Starting Q4 2026
Volvo announced on May 26, 2026, that owners of its EX30, EX40, EC40, EX60, EX90, and ES90 can charge at more than 20,000 Tesla Superchargers across 29 European countries directly through the Volvo Cars app starting Q4 2026.
5 min read
Tesla Reclaims Global EV Sales Crown in Q1 2026, Outselling BYD's Pure EVs by 47,000 Units
Tesla delivered 358,023 pure electric vehicles in Q1 2026 — a 6.5% year-over-year increase — reclaiming the global BEV leadership it briefly lost to BYD in 2025, as China's policy shifts cut BYD's pure EV output by 25.5%.
5 min read
Kazakhstan Deploys Cybertruck for Mountain Rescue — Why Government Buyers Are Coming for Tesla's Truck
Kazakhstan's Ministry of Emergency Situations confirmed Cybertruck deployments for mountain rescue near Almaty, citing off-grid power output and high mobility as reasons a country more than 7,000 miles from Tesla's factory bought in.
5 min read
Tesla Optimus Just Got Two New Competitors. TSLA Dropped 5% on the News.
TSLA fell nearly 5% on June 1 after OpenAI announced a dedicated robotics division and Nvidia deepened its partnership with Unitree's H2 humanoid robot, raising questions about Tesla Optimus's competitive position.
5 min read
Tesla Stock Gained 14.2% in May. Here's Exactly What Drove It — and Why June Is Different.
Tesla shares rose 14.2% in May 2026 as its unsupervised robotaxi fleet grew from 9 to 39 vehicles across Austin, Dallas, and Houston. June has reversed course, down 6.5% on SpaceX IPO concerns.
5 min read
Tesla's AI Chief Reveals the Same Neural Network Drives Both FSD and Optimus
Tesla VP Ashok Elluswamy confirmed at CVPR 2026 that a single unified neural architecture powers both Full Self-Driving and the Optimus humanoid robot, with a World Simulator generating training data at 36Hz.
5 min read
Tesla 2026.20 Update: Dashcam Encryption, Parental Controls, and Grok Voice Beta
Tesla's 2026.20 software update brings dashcam clip encryption to USB drives, new parental controls blocking in-car apps, and an early beta of Grok voice assistant — all starting to roll out May 30.
5 min read
Wall Street Puts 80% Odds on a Tesla-SpaceX Merger That Would Create a $3.4 Trillion Empire
Wedbush analyst Dan Ives raised the odds of a Tesla-SpaceX combination to 80% by early 2027, days after SpaceX filed its S-1 at a $1.75 trillion valuation — but the math shows a merged entity would lose roughly $1 billion annually at launch.
6 min read
Tesla's Off-Grid Oasis Supercharger Peaks at 112 Simultaneous Cars on Memorial Day — All Solar-Powered
On May 26, 2026, Tesla's 164-stall Lost Hills Oasis Supercharger hit 112 simultaneous vehicles at peak — drawing over 30 megawatts entirely from on-site solar and Megapack storage with zero grid draw.
5 min read
Jeep and Dodge EVs Gain Access to Tesla's 28,000-Stall Supercharger Network
Stellantis confirmed that Jeep Wagoneer S, Dodge Charger Daytona, and 2026 Jeep Recon drivers can now access Tesla's Supercharger network via NACS in North America, adding 28,000+ stalls to their charging options as the industry standard shift accelerates.
5 min read
Tesla Announces 37 New Supercharger Locations From Q1 2026 Community Vote
Tesla revealed 37 winning locations from its Q1 2026 Supercharger voting program on May 21, 2026, spanning North America, Europe, and Asia-Pacific — including remote outposts like Tok, Alaska and Furnace Creek, California. Q2 2026 voting is now open.
5 min read
Tesla Recalls 14,575 Model Y SUVs Over Missing Certification Labels
NHTSA confirmed Tesla's recall of 14,575 Model Y vehicles built between November 2025 and April 2026, after a factory vision-scanning tool failed to verify that weight certification labels were applied to about 45% of affected units.
5 min read
Tesla Offers 90 Days Free Supercharging to Cybertruck Owners Facing PCS Charging Failures
Tesla is remotely identifying Cybertrucks with failing Power Conversion Systems — which kill home AC charging — and providing 90 days of free Supercharging while owners wait for backordered replacement parts. An OTA firmware update preserves DC fast charging in the interim.
5 min read
Tesla Model Y Becomes First EV Ever to Hit 100,000 Registrations in Norway
The Tesla Model Y crossed 100,224 new-vehicle registrations in Norway as of May 20, 2026 — the first electric vehicle in history to hit six figures in the world's most EV-saturated market, where EVs now claim a 98.4% market share.
5 min read
Tesla Cybercab Certified as Most Efficient EV Ever at 165 Wh/mi
Tesla's Cybercab has been officially certified at 165 Wh/mi — 28% more efficient than the next-best Lucid Air Pure at 230 Wh/mi — making it the most energy-efficient electric vehicle ever built. VP Lars Moravy confirmed the figure is a certified EPA rating.
5 min read
TSLA Drops 3.7% as Trump-Xi Summit Ends Without Tesla FSD China Approval
Tesla shares fell 3.73% on May 15 after the Trump-Xi summit produced no trade deals and left Tesla's FSD China regulatory approval hopes unresolved, compounded by robotaxi glitches and Panasonic battery delays.
5 min read
Australian Judge Calls Tesla's Discovery Progress 'Gobsmacking' in 10,000-Owner Phantom Braking Lawsuit
A Federal Court judge criticized Tesla for producing only 2,000 documents in 8 months during a class action representing 10,000 Australian owners alleging phantom braking defects, range misrepresentation, and FSD overpromising.
5 min read
Tesla's Fremont Factory Pivots to Optimus Gen 3 — Production Targeted for Late July, Four Months After Last Model S
With the last Model S and Model X off the Fremont line in early May, Tesla is now converting that production floor for Optimus Gen 3 humanoid robots, targeting a V3 reveal by mid-year and first production units in late July or August 2026.
5 min read
Tesla Begins Cybercab Mass Production at Giga Texas — No Federal 2,500-Unit Cap Applies
Tesla has officially started Cybercab production at Gigafactory Texas. The first VIN-stamped units rolled off the line on April 29, 2026 — and unlike Waymo or Cruise, Tesla faces no NHTSA annual production cap thanks to full FMVSS compliance.
5 min read
Tesla China Delivers 79,478 Vehicles in April, Up 36% Year-on-Year — Sixth Straight Monthly Gain
Tesla's Shanghai Gigafactory shipped 79,478 vehicles in April 2026 — a 35.96% year-on-year gain — extending a six-month rebound streak despite a 7.2% monthly dip from March's 85,670 units.
5 min read
Tesla Postpones Last-Ever Model S/X Signature Edition Delivery Event, Leaving 350 Buyers Without a New Date
Tesla canceled its May 12 Signature Edition delivery event with just three days' notice, affecting 350 buyers who paid $159,420 each and had already booked travel to Fremont. No new date or explanation was provided.
5 min read
California's New Robotaxi Law Means Tesla's Cybercab Can Get a Ticket Starting July 1
California adopted rules on April 29, 2026 allowing police to issue moving violation notices to autonomous vehicle companies — effective July 1. Repeated infractions can trigger fleet suspensions, directly complicating Tesla's Cybercab and Robotaxi expansion plans.
5 min read
Tesla Spring Update 2026.14: 24-Hour Dashcam, Weather Maps, and More Features Explained
Tesla's Spring Update 2026.14 expands the Dashcam buffer from 1 to 24 hours, introduces color-coded weather maps with 1-hour playback, rear-seat interactive maps, and Service Mode upgrades for independent repairers.
6 min read
Tesla Cybertruck Is the Only Pickup to Earn IIHS Top Safety Pick+ for 2026
The 2026 Tesla Cybertruck earned IIHS Top Safety Pick+ status — the only pickup truck to do so — with "Good" ratings across every major crash category including small overlap front, moderate front overlap, and side impact.
5 min read
Tesla's China Sales Reality Check: Retail Fell 10% in April as Exports Masked the Decline
Tesla's retail sales in China dropped 10% year-over-year to just 25,956 vehicles in April 2026, even as wholesale numbers showed a misleading 36% surge driven by record export volumes.
5 min read
Tesla Pilots Supercharger Virtual Queues at 5 Locations After Charging Station Conflicts Go Viral
Tesla launched a virtual queue system at 5 high-traffic Supercharger stations in California and New York on May 11, using vehicle software and iPhone Live Activity to manage wait times after charging station confrontations spread on social media.
5 min read
Tesla's $59,990 Cybertruck AWD Enters Production as Delivery Wait Stretches Into 2027
Drone footage on May 11, 2026 captured fresh Cybertruck batches at Giga Texas consistent with the new $59,990 Dual Motor AWD variant. Early-order delivery estimates have slipped from June to September 2026; newer orders reach April 2027.
5 min read
Tesla Adds Marine Blue and Frost Blue to Model Y and Model 3, Retiring Deep Blue Metallic After 8 Years
Tesla launched two new blue paint options for Model Y and Model 3 on May 8, 2026: Marine Blue at $1,000 extra for Long Range trims and Frost Blue Metallic at no charge for Performance buyers, ending the Deep Blue Metallic era after more than 8 years.
4 min read
Tesla Model Y Becomes First Vehicle to Pass NHTSA's New 8-Point ADAS Safety Tests
The 2026 Tesla Model Y is the first vehicle in history to pass NHTSA's newly expanded ADAS benchmark, clearing all 8 safety tests including 4 newly added criteria such as pedestrian automatic emergency braking and blind spot intervention.
5 min read
Tesla's Robotaxi Fleet Reaches 38 Unsupervised Vehicles and Drives Into the Night for the First Time
Tesla's unsupervised Robotaxi fleet has grown to at least 38 vehicles across Austin, Houston, and Dallas — and for the first time, the cars are operating in Austin after dark without a safety monitor.
5 min read
Tesla's FSD Fleet Crosses 10 Billion Miles — The Threshold Musk Set for Unsupervised Driving
Tesla's Full Self-Driving fleet hit 10,010,684,206 cumulative miles on May 4, 2026 — the exact mileage Elon Musk said in January would unlock safe unsupervised driving. He then pushed the consumer timeline to Q4 2026.
5 min read
Tesla's Amended 10-K Reveals $573 Million in Revenue From Elon Musk's Own Companies
Tesla's April 30, 2026 SEC amendment discloses $430.1M from xAI for Megapacks and $143.3M from SpaceX for Cybertruck fleet purchases — plus a $2B investment that converted to SpaceX stock.
6 min read
Tesla Roadster Pushes Unveil to 'Maybe a Month or So' — The Eighth Delay Since 2017
On Tesla's April 22, 2026 Q1 earnings call, Elon Musk said the Roadster may debut in 'a month or so' — the eighth time the launch window has shifted since the 2017 prototype. Deposits: $50,000–$250,000. Production target: 2027–2028.
5 min read
Tesla FSD V15 Will Use a 10-Billion-Parameter Model — Hardware 3 Owners Are Left Behind
Tesla confirmed FSD v15 targets a 10-billion-parameter AI model — 10x larger than v14 — with a Q4 2026 launch on AI4 (Hardware 4) vehicles only. Hardware 3 owners get FSD v14 Lite internationally, but are off the unsupervised roadmap.
6 min read
Tesla Is Building a Massive Optimus Factory at Giga Texas, Targeting 10 Million Robots Per Year
Tesla has begun site preparation for a dedicated Optimus humanoid robot factory on Giga Texas's 2,500-acre North Campus, with permit filings showing 5.2 million sq ft of new construction and a long-term target of 10 million units annually.
6 min read
Tesla Q1 2026: Revenue Climbs 16% to $22.4B as FSD Subscriptions Surge 51%
Tesla posted Q1 2026 revenue of $22.39B (+16% YoY) and non-GAAP EPS of $0.41, beating the $0.36 consensus. Automotive gross margin expanded to 21.1%. The company produced 50,000 more vehicles than it delivered, pushing inventory to a 27-day supply.
6 min read
Tesla Cybertruck Becomes California's First AC Vehicle-to-Grid Asset Through PG&E Partnership
Tesla and PG&E launched California's first AC vehicle-to-grid program on April 20, 2026, letting Cybertruck owners earn up to $4,500 in equipment rebates and grid event compensation by exporting their 123 kWh battery to PG&E's network serving over 16 million residents.
5 min read