Happy birthday to my wonderful son. @elonmusk has given me 55 years of joy.
It’s so much fun to celebrate with family and friends.
His cake is a rocket and a moon base 🎂🎂🎉
NEWS: X announces partnership with Warner Bros Discovery for the 2026 Winter Olympics in Milano Cortina.
The deal brings exclusive Olympics content to X users in Europe and the UK, with brands getting access to in-game clips via X's Amplify offering.
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
It has now reached the point where I truly believe that public officials and politicians who continue to knowingly import third world savages into our communities should be prosecuted.
It is that reckless, that irresponsible, that dangerous.
People need to go to prison.
ELON MUSK: "You should be able to have a Starlink, like you have an AT&T or T-Mobile or Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home with free Wi-Fi as well as on your phone. We're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum.
It will allow SpaceX to deliver high bandwidth connectivity directly from the satellites to the phones, but there are hardware changes that need to happen in the phone. You should be able to watch videos anywhere on your phone."
BREAKING: Starlink rolls out free service emails to customers in earthquake-hit Venezuela. 🇻🇪
• Free service through July 25.
• Automatic credits for active users.
• New users can request free service.
• Free replacement for damaged kits.
Every airline that has partnered with @Starlink so far:
• American Airlines
• Southwest Airlines
• United Airlines
• British Airways
• Singapore Airlines
• Emirates
• Qatar Airways
• Air France
• Hawaiian Airlines
• Alaska Airlines
• Virgin Atlantic
• Lufthansa
• Korean Air
• airBaltic
• Air Canada
• Aer Lingus
• Air Busan
• Air Dolomiti
• Air New Zealand
• flydubai
• Air Seoul
• Asiana Airlines
• Austrian Airlines
• SWISS
• SAS Scandinavian Airlines
• Gulf Air
• Iberia
• Discover Airlines
• ITA Airways
• Vueling
• Brussels Airlines
• Jin Air
• LEVEL
• WestJet
• Edelweiss Air
• JSX
• ZIPAIR Tokyo
• Eurowings
• EL AL
• Arajet
• Aero
"Elon Musk is a genius by all accounts. His commitment and his work, like I asked him one time about how does he learn. And the amount of research, the amount of study that he does is unheard of, but he'll always say the most important thing is imagination.
You can learn anything that you want to learn. You can study all these things that you have in a book. If you don't have the imagination to take it to another level, it doesn't mean anything. I sat down and spoke with Elon for a couple hours. It was really, really a joy."
— Kobe Bryant
NEWS: SpaceX just trademarked “SpaceXAI”
Elon Musk says xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.