李大丙

[Tesla @Tesla]

Model S & X changed automotive history forever by proving that an EV could be the best car possible – of any kind.

By inspiring other automakers to believe in EVs, they pushed the industry from 50k cars total in 2011 to 21 million sold per year.

Many automotive firsts:

Model S – first EV to achieve a 400-mile range, first production car to do 0-60 in <2 seconds & first production sedan to run a 9.23 second quarter mile.

It was also the first vehicle with a roof so strong that it broke NHTSA's testing machine.

Model X – quickest production SUV & the first to not roll over in regulatory tests.

Model S & X also initiated real-world AI!

We never stopped refining either vehicle. Both have 40% fewer parts today & share only 3% of parts with their original version. 60 years of evolution (by conventional car development standards) squeezed into 14 years!

750,000 Model S & X built.

Your support – from our earliest days to now – made Tesla into what it is today.

Thank you to each of our owners ❤️

[Tesla @Tesla]

The legacy of Model S &amp; X will live on in our vision for autonomy

[李大丙 @bartkidd]

Drinking at the very beginning of the day!!
🤣🤣

[Elon Musk @elonmusk]

🤨

[Tesla Owners Silicon Valley @teslaownersSV]

Cybercab with Starlink

[Department of State @StateDept]

SECRETARY RUBIO on TAIWAN: We don’t want to see something disruptive happen because it would be disruptive for the world and for both countries.

[李大丙 @bartkidd]

@MarttinChriste1 No way!!

[李大丙 @bartkidd]

@212MCGA @CronosApp @Fwiz 4 years...

[李大丙 @bartkidd]

@SmithCRO @Visa @cryptocom @CronosApp Chill holiday!!

[李大丙 @bartkidd]

@SmithCRO @CronosApp @Visa @cryptocom Nice card!!!

[李大丙 @bartkidd]

@LucaTods81 @cryptocom @CronosApp Nice baseball cap!!

[Elon Musk @elonmusk]

Cybercab has started production

[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

[李大丙 @bartkidd]

Optimus collection!!

[李大丙 @bartkidd]

@Pampadalampa CRO is dead after reminting of 70B tokens...

[李大丙 @bartkidd]

@CoinBaron CRO is dying...
😑😑

[Elon Musk @elonmusk]

Congrats to the @Tesla_AI chip design team on taping out AI5!

AI6, Dojo3 &amp; other exciting chips in work.

[Elon Musk @elonmusk]

Custom orders of the Tesla Model S &amp; X have come to an end. All that’s left are some in inventory.

We will have an official ceremony to mark the ending of an era. I love those cars.

This was me at production launch 14 years ago:

[李大丙 @bartkidd]

Enjoy the strawberry ice!!
😋😋

[Elon Musk @elonmusk]

Optimus