Tesla agreed to acquire an unnamed AI hardware company for up to $2 billion in stock and equity awards, according to a single sentence buried in its Q1 2026 10-Q filing. The company never mentioned the deal in its shareholders’ letter or during last ni…
During Tesla’s Q1 2026 earnings call, CEO Elon Musk revealed that Tesla is planning an “AI4.1 or AI4 Plus” upgrade to its self-driving computer that doubles the RAM from 16 gigabytes to 32 gigabytes per chip — taking the total system memory to 64 gigab…
The company will go negative on free cash flow for the rest of 2026, CFO Vaibhav Taneja confirmed. But Q1 delivered an unexpected $1.4 billion positive free cash flow beat, and Tesla ended the quarter with $44.7 billion in cash. The capex uplift from $…
Elon Musk confirmed on Tesla’s Q2 2026 earnings call that Hardware 3 vehicles need physical upgrades, with Tesla planning micro-factories to handle the scale of replacements needed.
CEO Elon Musk confirmed during Tesla’s Q1 2026 earnings call that Cybercab production has officially begun at Giga Texas.
VP of Vehicle Engineering Lars Moravy confirmed that the Cybercab will not be subject to NHTSA’s 2,500-vehicle annual productio…
For the longest time, the electric vehicle industry has been chasing a finish line that felt simple enough: make charging as fast as refueling a petrol car. That was the promise, the pitch, and in many ways, the justification for everything from billio…
During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that Optimus robot production will begin at Fremont in late July or August — just four months after the last Model S and X roll off the line in early May.
Musk warned, however, that…
The admission could open Tesla to legal challenges after it spent years promising customers they were just one software update away from owning fully autonomous cars.
Tesla vehicles with the company’s Hardware 3 (HW3) computer actually won’t receive unsupervised Full Self-Driving (FSD), CEO Elon Musk said on Wednesday’s Q1 2026 earnings call. Approximately 4 million Tesla vehicles operate on the HW3 platform, meaning that a significant chunk of Tesla owners – including customers that paid for the feature when they bought […]
Elon Musk has once again pushed back the Tesla Roadster unveiling. During yesterday’s Q1 2026 earnings call, the CEO said the car might debut “in a month or so” — blowing past the late April timeline he had set just weeks ago.
It marks at least the …