Matt Reddick

[Matt Reddick @MattReddick]

Just the beginning. Couldn’t be more proud of the teams involved.

[Tesla Megapack @Tesla_Megapack]

Our first Megapacks with Made-in-America LFP cells are on their way to customers! 🇺🇸

These domestic cells are manufactured at our facility in Sparks, Nevada and integrated into Megapacks from our Megafactory in California. This is a significant milestone for domestic cell manufacturing and energy security

[Jesse Peltan @JessePeltan]

Texas hit a July demand record and prices *peaked* at just $0.06/kWh.

Gas was flat because solar and batteries carried the entire peak. Tons of spare capacity.

New York needs to copy Texas.

[Chamath Palihapitiya @chamath]

The marginal cost of energy is going to zero. This is bad for utilities and great for homeowners who have solar + storage.

It’s also great for businesses who feed this entire supply chain.

The amount of bottoms-up energy production from homeowners will shock people in its scale. America will have 100M utilities over the next 25 years.

[Tesla Owners Silicon Valley @teslaownersSV]

“It is certainly hard to believe that a little company (@SpaceX) that started in a warehouse in El Segundo is now going public with the largest IPO ever.”
@elonmusk

[Jesse Peltan @JessePeltan]

Solar is the fastest growing source of electricity in history.

It's now the 4th largest, having passed nuclear and wind.

[Tesla Recruiting @TeslaRecruiting]

Megafactory California (~1h from San Francisco) is the largest utility-scale battery manufacturing facility in North America, capable of producing 10,000 Megapacks every year

[Tesla @Tesla]

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

[Tim Urban @waitbutwhy]

We're all in this pic (except for those four astronauts)

[Elon Musk @elonmusk]

It has been such an honor to work with so many amazingly talented people

[Elon Musk @elonmusk]

Tesla

[Max @MdeZegher]

Our FU Superchargers (Folding Unit) save 20%+ on cost, improve build quality, and deploy 2X faster.

The majority of cost savings are in civil, electrical and logistics cost. It's why we're spending so much time improving our pre-assembled Supercharger units.

With FU Superchargers, on-site work is further reduced, including no more DC busbar connection and no Tesla service technician needed for commissioning. We can ship 16 Supercharger posts per truck (previously 12), making the logistics cost of shipping pre-assembled Superchargers now cheaper than traditional construction 🤯.

This is just Rev1, we'll have Rev3 by next quarter. Every little improvement matters for the scale needed for 100% EV adoption.

[Tesla @Tesla]

https://t.co/AaKZlWvuTR

[Jesse Peltan @JessePeltan]

Put your loved ones in Teslas.

Go into debt if you have to.

[Secretary Sean Duffy @SecDuffy]

🚨 Are you ready to ditch your steering-wheel? ⁉️

We just held the first-ever National AV Safety Forum at DOT HQ @NHTSAgov

We’re cutting red tape ❌ and empowering our innovators to build big, beautiful, AMERICAN-made AVs 🚘

THE FUTURE IS MADE IN THE USA🇺🇸

[Elon Musk @elonmusk]

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI.

Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software.

You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind).

This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal.

In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft.

No other company can yet do this.

[Elon Musk @elonmusk]

Solar will utterly dominate future electricity production

[Chamath Palihapitiya @chamath]

Undeniable for anyone with a brain

[Chamath Palihapitiya @chamath]

Manifest destiny…

[Sendil Palani @sendilpalani]

I’m extra excited for this.

Growing up in Chicago, the only vehicles we considered as a family car were those with AWD. This is the case for many cold-weather customers throughout the country.

The new Model Y AWD is the lowest priced AWD vehicle we’ve ever sold in North America by a significant margin, despite all of its capabilities.

Hoping to welcome a lot of new owners to the Tesla family with our new lineup.

[SpaceXAI @SpaceXAI]

One Team 🚀
https://t.co/8RWbk5jQIQ