Tesla now accounts for 52% of U.S. EV sales 🇺🇸
That’s up from 43% at the same point last year
And Model Y alone now accounts for roughly 1 out of every 3 EVs sold in America this year
For years, the argument was that Tesla’s market share would collapse once every legacy automaker entered EVs
Instead, many of them are now pulling back
And Tesla is taking market share back
More than half of all EVs sold in the U.S. this year are Teslas
Tesla in 2026 is moving at an insane pace
Roadster, Cybercab, Robotaxi, Optimus, Semi, FSD, Energy, Terafab
Just look at what has happened across the company this year:
• Next-gen Roadster — unveiling officially set for October 1
• Model Y L — expanded from China to the U.S. with six seats and a longer wheelbase
• Cybercab — production started at Giga Texas and it has now entered Robotaxi service with no steering wheel or pedals
• Robotaxi — crossed 1 MILLION unsupervised miles as Tesla continues expanding the network
• FSD V15 — complete overhaul of the software architecture targeted for late 2026 / early 2027
• Optimus — first production lines are being installed at Fremont while the V3 reveal is still ahead
• Tesla Semi — production ramp starting this year, with European deliveries beginning in 2027
• Energy — deployed 13.5 GWh in Q2, while Megapack 3 production is coming online later this year
• Terafab — Tesla + SpaceXAI are building out a massive vertically integrated chip manufacturing effort in Texas
And the core business is moving too:
• Record Q2 deliveries — 480,126 vehicles
• All-time record quarterly revenue — $28.2 BILLION
Tesla is scaling vehicles, autonomy, robotics, energy and AI infrastructure at the same time
And somehow the pace is still accelerating insanely
New video of Tesla's revolutionary unboxed manufacturing process for the Cybercab from the launch event.
The production line is designed so that one Cybercab can roll off the line in under 10 seconds, with a long term cycle time goal of 5 seconds, compared to ~34 seconds for a Model Y.
BREAKING: THE 1st EVER QUANTUM SAFE #BITCOIN TRANSACTION WAS JUST SUCCESSFULLY SENT BY STARKWARE
THE QUANTUM THREAT IS DIMINISHING BY THE DAY
THIS IS ABSOLUTELY HUGE 🔥