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 …

During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that unsupervised Full Self-Driving for consumer vehicles won’t arrive until Q4 2026 at the earliest — pushing the timeline yet again after years of broken promises.
When asked dire…

Tesla’s Q1 2026 earnings beat looks impressive on the surface — 21.1% gross margin, 136% operating income growth, $0.41 non-GAAP EPS. But dig into the shareholders’ letter and a pattern emerges: Tesla pulled every accounting and financial lever availab…
Sales rebounded a bit from the first quarter of 2025, as Tesla throws a ton of money at massive bets like robotics, AI, and its own chip fab.