There is so much to look forward to with Tesla in the near future.
Optimus V3 unveiling:
Elon said Tesla is in no rush to show it since many other companies will try to copy it straight away. Tesla now wants to unveil it closer to when production starts this year. It will be an all new humanoid robot design compared to Optimus 2.0/2.5. Production is expected to begin this year in Fremont.
Robotaxi Expansion:
There’s no denying that the expression "slowly, then all at once" is the most accurate description of what’s happening right now. Tesla has been shipping Cybercabs all over the US in preparation for further expansion. Elon said Cybercab will replace current Model Y Robotaxis as production scales up. It feels like Tesla is inching towards ultimately expanding all over the country.
Full Self-Driving:
Tesla is expected to release the much anticipated FSD V14 Lite for HW3 vehicles at the end of June. Tesla said it will include the same features as what’s in HW4 cars (start from park, destination options, etc). For HW4 cars, Elon said FSD will soon have the ability to save your parking preferences at your saved location (parking lots, garages, etc). Then in ~3 months, you will be able to prompt Grok to control FSD with your voice. That’s going to be cool. V15 is expected to release at the end of 2026, or early 2027 according to Elon.
It’s also going to be exciting to see FSD roll out to additional countries in Europe, as well as other places around the world.
Next-Gen Roadster Reveal:
Even though this car won’t move the needle in terms of financials, I think it will be a very important vehicle for the brand. It will become Tesla’s true Halo car. The Roadster is currently in development along side SpaceX. I don’t think anyone can guess what’s coming exactly, but Elon said in the past that it will be able to fly, have cold gas thrusters, and will go 0-60 mph in under 1 second. Can’t wait to see it. Gonna be crazy.
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LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Just wanna add/further clarify a few things:
1) The shares Elon's receiving from this are restricted and do not vest until January 19, 2028. Then, a 5 year lockup period begins. He cannot sell them until 2033.
2) Elon did not sell any Tesla stock here. He exercised these 304M stock options through net settlement (Tesla withholds shares).
3) These restricted shares are currently worth about $114 billion.
Super crazy some are trying to undermine the reputation of @RDWnl to attack @Tesla_AI FSD Supervised. They are one of the most respected vehicle type-approval authorities in Europe. So much so the UK VCA designated RDW as a Technical Service for UK vehicle approvals. This is a great rebuttal.
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LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
$TSLA - DUTCH ROAD AUTHORITY RDW SAYS "NO RELEVANT INCIDENTS" YET WITH TESLA SELF DRIVING SOFTWARE
RDW: IT HAS INCREASED MONITORING OF TESLAS USING FSD DRIVER ASSISTANCE SOFTWARE
RDW: 40,000 TESLAS ARE USING FSD SOFTWARE IN THE NETHERLANDS
@surfranchvibes glad to hear it - I felt your frustration too - Tesla has so much to offer right now - I have faith our time will come - partly due to people like you
Tesla $TSLA is on the edge of greatness, and it's a better value over the short term vs. $SPCX.
Be patient. I know that's asking a lot, but it's times is coming.
This idea from some people that the government should heavily tax @elonmusk - the world's best capital allocator - and transfer a significant portion of that wealth to the government, one of the worst capital allocators, makes little sense, especially since much of his earned wealth exists because the companies he built have become far more valuable by creating products and services people value and are willingly to pay for.
Elon may have a high net worth, but virtually all of it is tied up in company stock. He doesn't have tens of billions of dollars in cash. Taxing his wealth would likely force him to sell significant amounts of that stock, putting downward pressure on the share price and negatively affecting millions of people who themselves own shares in those companies directly or through ETFs, mutual funds, pension funds, and 401(k)s.
I think I saw somewhere that Elon's companies have paid over $100 billion in salaries. Those salaries are taxed. Beyond that, his companies have already generated enormous economic value for America and the other regions that his companies operate in.
You want Elon Musk to do good for the world? Great, he already is:
• Tesla: Accelerating the transition to sustainable energy and developing safety technologies like FSD that saves lives.
• SpaceX: Expanding internet access through Starlink in underserved and low-income regions, saving the U.S. government $40 billion (according to the Pentagon), and restored America's ability to launch astronauts from American soil again.
• Neuralink: Giving paralyzed individuals new levels of independence with brain chips. Next, they aim to give blind people the ability to literally see.
Taking capital away from someone who has repeatedly demonstrated an ability to turn it into productive businesses, jobs, innovation, and economic growth, and handing it to a government with a far less effective track record of capital allocation - doesn't strike me as a good trade. Elon's wealth isn't a bug in our system, it's a feature of living in a country where entrepreneurs have the opportunity to build companies that create enormous value for society.
The @Tesla Model 3 has been voted the UK's best car to own in Auto Express’ 2026 Driver Power customer satisfaction survey, which compiled opinions from over 100,000 drivers across the country.
“Owners love almost everything about their Model 3s, especially now quality has improved. The electric saloon is the only car to be rated 100% in a category, with owners giving a perfect score for the drivetrain smoothness.” - Sarah Perks, VP of Content and Publishing at Auto Express. https://t.co/ND99CJ2zfx
@EWTracker missed this one previously - great article/insight - thanks for sharing your thoughts, much appreciated - i’m definitely feeling fomo about not taking part but also know it’s the right decision for now - i watch & wait