RT @Tesla: Q1 2026 Shareholder Update ir.tesla.com/#quarterly-disc…

We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1.

That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi.

Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America.

As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI.

Automotive
– Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future

– More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China

– Began deliveries of Cybertruck in the UAE

– Volume production of Cybercab & Tesla Semi this year

Energy Generation & Storage
– Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year

– We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York

Robotics
– Preparations for our first large-scale Optimus factory will begin shortly in Q2.

First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year)

AI Training Compute
– Cortex 2 is now online & has started running training workloads

– Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services

– Continuing with custom silicon development (Dojo 3) to reduce training cost over time

Battery
– Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas

– Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin

Other Supporting Infrastructure
– Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3)

– Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal

– Over 2,200 new Supercharger stalls, growing the network 19% YoY

AI Software
– FSD 14.3 launched in April

– Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!)

This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles

– Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots

AI Inference Compute
– Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply

– Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration

– Completed final chip design of AI5 (our next-gen inference processor) in April

Automotive & Other Software
– Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more

Robotaxi
– Paid Robotaxi mil[...]

es doubled sequentially in Q1

– Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time

– Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority

– Expanded unsupervised ops in Austin & launched in Dallas & Houston in April

FSD Supervised
– Record net new FSD subscriptions in Q1

– Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries

– Continuing to make progress on approval in China

Automotive Services
– Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers

Elon Musk

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RT @nikitabier: Today we're announcing two product changes for organizing communities on X:

1. XChat now supports joinable links for groupchats. Create a public link & share direct to Timeline. With support for 350 members per chat (and growing), Groupchat Links are the fastest way to bring people together on X.

2. Due to declining usage, we're deprecating X Communities on May 6.

To migrate your Community's members, pin your groupchat link so people can join it over the next 2 weeks.

This is part of our broader effort to simplify the experience on X. Make no mistake: we are investing heavily in niche communities with the launch of Custom Timelines—and much more to come.

Elon Musk

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RT @Tesla: Happy Earth Day!

Thank you to our owners, employees & advocates for helping us build a world of amazing abundance

🌎❤️

Elon Musk

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RT @pmarca: Absolutely incredible.

DOJ's indictment alleges that SPLC was secretly paying one of the organizers of the infamous 2017 "Unite the Right" rally.

Our research team pulled SPLC's financial statements. Notably, SPLC's public support, revenue and net assets TRIPLED following the rally. - Kerri Urbahn

Elon Musk

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RT @MichaelDell: Without this global town square for free speech, a lot of important things never would’ve seen daylight.

Real-time information governments tried to bury. Scientific debate that was actively censored. Voices that would’ve stayed silenced forever.

Respect to @elonmusk for being the man in the arena when it actually counted. 🫡🙏

Win or lose, respect to @elonmusk for being the man in the arena - Michael Dell 🇺🇸

Elon Musk

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RT @SpaceX: Watch Falcon 9 launch 24 @Starlink satellites to orbit from California x.com/i/broadcasts/1pKkOyjbg…

Elon Musk

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RT @SawyerMerritt: Tesla FSD V14.3.2 has just started rolling out to early access users.

There is something new in the release notes: Tesla has unified the model between Actually Smart Summon, FSD, and Robotaxi for more capable and reliable behavior.

Elon Musk

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That’s a lot of illegal immigrants

Each. Dot. Represents. 100. Migrants.

This is what an invasion looks like: - End Wokeness

Elon Musk

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RT @BLKMDL3: Here’s how quickly Actually Smart Summon starts/reacts on FSD v14.3.2. It’s instant the moment you press start on your phone.

Huge improvement @Tesla_AI!

Elon Musk

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SPLC is an evil crime syndicate

Elon Musk has been warning for years now that the SPLC is a scam and a criminal organization

Elon has been right the whole time - X Freeze

Elon Musk

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Yup

The left quickly realized that if the boogeyman of white supremacy disappeared, so did their power.

So they literally funded it.

If I had to guess there are plenty more boogeymen where that came from. - The Drunk Republican

Elon Musk

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RT @BowTiedTrance: Scott Adams nailed the prediction six years ago.

"The SPLC is not a legitimate organization," he said.

And then he predicted ... well, you can see what he said next.

August of 2020.

Elon Musk

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RT @OldeWorldOrder: The SPLC was basically a window repair service that went around smashing windows, to boost their sales.

They created the demand for their own services.

Reminds me of that old Ryan Long sketch😂

Elon Musk

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