Craig Landru

Ingineer. Accelerate the Future!

[Tesla @Tesla]

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

[Tesla @Tesla]

Looking forward to the long weekend

[Tesla @Tesla]

23 years ago, we set out to prove that electric cars could be great – not just great electric cars, but the best cars overall.

We’ve gone from one electric sports car to 
– Over 9 million vehicles on the road

– Model Y becoming the world’s best-selling car of any kind only 3 years after first deliveries  

– 5 Gigafactories & other manufacturing sites across 3 continents

– The largest & most reliable fast charging network w/ over 80,000 Superchargers globally 

– Energy generation & storage systems helping power homes & grids (over 1 million Powerwalls installed, 70+ GWh of industrial energy storage operating globally across 2,200+ projects)

Today, we’re bringing AI into the real world with autonomy @Tesla_AI and robotics @Tesla_Optimus. 

Tesla is only getting started – a world of amazing abundance awaits

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Tesla @Tesla]

Purpose-built for autonomy

Cybercab in production now at Giga Texas

[Tesla @Tesla]

Cybercab production starts at Giga Texas

[Tesla Charging @TeslaCharging]

Earn a unique Earth Day badge by charging your Tesla today. Both Supercharging & home charging count.

Happy Earth Day 🌎

[Tesla Robotaxi @robotaxi]

Robotaxi now rolling out in Dallas & Houston 🤠

[Cybertruck @cybertruck]

As standards got tougher in 2026, Cybertruck is the only pickup with both an IIHS Top Safety Pick+ Award AND NHTSA 5-star safety rating

[Tesla @Tesla]

TERAFAB: the next step to becoming a galactic civilization

Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof.

To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year.

This requires massive scale.

– Capability to launch millions of tons of mass into orbit

– Solar-powered AI satellites

– Millions of @Tesla_Optimus robots to help build it out

All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites.

That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth).

We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars

https://t.co/tHumlppgMm

[Cybertruck @cybertruck]

New version of Cybertruck now available to order in the US

This is our most affordable Cybertruck yet.

Tough as nails with ultra-low cost of ownership

– Starts at $59,990
– Dual Motor AWD w/ est. 325 mi of range
– Powered tonneau cover
– Bed outlets (2x 120V + 1x 240V) & Powershare capability
– Coil springs w/ adaptive damping
– Heated first-row seats w/ textile material that is easy to clean

Also
– Steer-by-wire & Four Wheel Steering
– 6’ x 4’ composite bed
– Towing capacity of up to 7,500 lbs
– Powered frunk

Order via https://t.co/b3WNPzYJYj

[Tesla @Tesla]

Q4 Shareholder Update → https://t.co/u0UcDOuMNa

— Highlights

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.

In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots.

This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing.

We're building a world of amazing abundance. LFG!

Automotive
– APAC region continues to show strength across multiple markets & set a record for deliveries this quarter

– Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster

Energy generation + storage
– Highest quarterly energy storage deployments, driven by record Megapack deployments

– Total gross profit = $1.1 billion, marking our 5th consecutive record quarter!

– Megapack 3 & Megablock production starting at Megafactory Houston this year

– In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills

Robotics
– Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production

– Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year

AI Training Compute
– Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity

– In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents)

Battery
– Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process

– Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply

– We now produce dry electrode for 4680 cells with both anode + cathode made in Austin

– We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year

AI Software
– Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park

AI Inference Compute
– Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively

– Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy)

Automotive + Other Software
– Robotaxi app no longer has a waitlist in the areas we serve

– Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more

Robotaxi
– Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January

– Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting

– Cumulative paid Robotaxi miles have now exceeded 600k

FSD Supervised
– Launched in Korea, where customers drove >1 million kilometers in just one month

– We continue to pursue regulatory approval in China & Europe

– FSD Supervised subscriptions more than doubled in 2025

[Tesla @Tesla]

Happy New Year

🎆🤖🧠🚘🎆

[Tesla @Tesla]

The fleet will wake up via over-the-air software update

[Tesla @Tesla]

Just saying

[Sawyer Merritt @SawyerMerritt]

Happy Tesla shareholder meeting day!

[Tesla Manufacturing @gigafactories]

Congratulations to the Giga Texas team for building 500k vehicles

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley's Adam Jonas has released a video of how how AI and humanoid robots will change the world.

[Tesla AI @Tesla_AI]

Invites to our Bay Area ride-hailing service are going out now

[Tesla Asia @Tesla_Asia]

The 1,000th Megapack just rolled off the production line at MFSH — now headed to Europe! 🎉@Tesla_Megapack