Kris Jay

Lifter of the weights. Gamer of the games. Shadow Crew food & beverage coordinator.

[Kris Jay @KrisJAllDay]

@elonmusk Some of the best footage to date. SpaceX AV Team crushing it.

[Kris Jay @KrisJAllDay]

@elonmusk Love it!

[Kris Jay @KrisJAllDay]

@neuralink Insane tech. Love it!

[Kris Jay @KrisJAllDay]

@Tesla Great job Robotaxi Team!

[Kris Jay @KrisJAllDay]

Great $TSLA earnings call. Tesla employees always crushing it! Great job!

[Tesla @Tesla]

Q2 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)

– Megafactory Texas is nearing completion (start of production planned for this year)

– More customers are now opting to subscribe to FSD at the time of vehicle purchase!

– Robotaxi rollout continued in the US. Now live in 7 major metros

– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year

From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.

We’ve never been more optimistic about the future.

Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania

– We launched the Model YL in the US in July and have seen a positive response from customers

Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production

– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas

– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit

Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon

– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development

– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing

AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026

– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year

Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products

– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y

Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year

AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware

This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness

AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin

Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app

Grok can make phone calls, search & play music, and adjust climate controls, among other things

Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule

Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet

– Began offering employee rides in Cybercabs on our GFTX campus in July

– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training

– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July

FSD Supervised
– Record net new subscriptions in Q2

– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions

– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

[Kris Jay @KrisJAllDay]

@wholemars Yesss

[Kris Jay @KrisJAllDay]

@Tesla_AI Let's gooo!

[Kris Jay @KrisJAllDay]

@wholemars Can I use your toilet in the meantime?

[Kris Jay @KrisJAllDay]

@Halo Play it again for the first time!

[Kris Jay @KrisJAllDay]

@TheGameVerse Facts

[Kris Jay @KrisJAllDay]

@tacobell Not your fault I got the Louisiana Ass Fire meal. Sue Taylor Farms plz.

[Kris Jay @KrisJAllDay]

@elonmusk Thank you!

[Kris Jay @KrisJAllDay]

@wholemars Calloway Golf was developing a new golf cart dubbed "Calloway Cart". The funding fell through and another company took over. As a nod to its golf roots they renamed the project Chip.

[Kris Jay @KrisJAllDay]

@wholemars Nope.

[Kris Jay @KrisJAllDay]

@wholemars I can now see where I am going, while watching where I am going.

[Kris Jay @KrisJAllDay]

@elonmusk Bro...

[Kris Jay @KrisJAllDay]

@TheProjectUnity It's out of focus.

[Kris Jay @KrisJAllDay]

@wholemars A roast beef sandwich. I'd post the result, buuut I already ate it.

[Kris Jay @KrisJAllDay]

@SawyerMerritt Solid!

[Kris Jay @KrisJAllDay]

@elonmusk @PeterDiamandis Will they crack the toilet on the way out? That's the real question.