I used to think @comcast had the worst customer service. To that, @CenterPoint_TX Energy said "Hold my beer." I've never seen a company make it more difficult to pay them via autopay. Every month I'm told either (i) You're all set."; or (ii) "We've escalated the issue." #fail
I used to think that @comcast had the worst customer service. To that, @CenterPoint Energy said "Hold my beer." I've never seen a company make it more difficult to pay them via autopay. Every month I'm told either (i) You're all set."; or (ii) "We've escalated the issue." #fail
Normally @Delta is rock solid. However, 3 out of my 4 flights in the last 48 hours have experienced issues. 1. Delay causing missed connection. 2. Mechanical issue. 3. On time. 4. Delay because of mechanical issue with, as of yet, no update via Fly Delta app, text, or email.
Q1 2026 Shareholder Update
https://t.co/dOjSLhd10p
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 miles 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
42 years ago today, five students at Shermer High School reported at 7 a.m. for an all-day detention.
A brain, an athlete, a basket case, a princess, and a criminal.
- The Breakfast Club
BREAKING: The U.S. Government has officially announced that @Tesla and LG Energy have signed an agreement to build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing factory in Lansing, Michigan, with a 2027 start of production.
"American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement.
Here's everything you need to know about Tesla's new Megablock, the latest in the company's industrial storage product lineup, which includes the new Megapack version 3:
Megablock:
• 23% faster to install with up to 40% lower construction costs
• Plug and play platform (hardware, software and services) delivered as one all from Tesla. It's a pre-engineered medium-voltage block that integrates next-gen Megapack 3
• Eliminated above ground cabling between the transformer and the megapacks using new flexible busbar assembly
• 91% MV round trip efficiency
• 20 MWh of usable AC energy
• Operates in temps of -40°C (-40°F) to 60°C (140°F)
• 248 MWh per acre
• 25-year life & >10,000 cycles
• With Megablock, Tesla is targeting to commission 1GWh in 20 business days, equivalent to bringing power to 400,000 homes in less than month
Megapack 3:
• Will be manufactured in Tesla's upcoming Houston Megafactory starting in late 2026. 50 GWh annual manufacturing capacity when fully ramped.
• 5 MWh of usable AC energy
• Weight: 86,000 lbs
• 28 foot long enclosure that can be shipped globally
• Optimized for up to 8-hour applications
• New drastically simplified thermal bay. Uses Model Y heat pump, but on steroids. 78% fewer connections, which minimizes failure points
• Larger battery module and larger battery cell
• 2.8 liter battery cell, co-engineered with Tesla's cell team
• LFP battery
• Operates in -40°C to 60°
• Went from 24 cable connections in Megapack version 2XL, down to 3 simple busbar connections
• 75% of the mass of Megapack 3 is battery cells.
• A single module in it weighs as much as a Cybertruck
• Tesla has enabled easier front access service, so there are no roof penetrations
• Drastically simplified bussing system