π¨ WOW! An absolute PATRIOT put his LIFE on the line and engaged the shooter at a Twin Falls, ID drive-thru
THIS is America πΊπΈ
This man exited his car and returned fire to force an active shooter to retreat, undoubtably saving COUNTLESS lives
A TRUE HERO
We've identified PCS electronics in pre-2026 Cybertrucks that do not meet our reliability standards and have made design changes to address this in newer vehicles.
Next steps for existing owners:
β Model year 2026: PCS warranty is now standard at 7 years/70k miles
β Model year 2024/2025: PCS warranty extended to 8 years/150k miles
Starting in the next few weeks, we will reimburse any charges for those who already required a PCS replacement and paid out of pocket.
We're working hard on increasing supply chain availability of this improved version.
As an immediate remedy, we've rolled out a software update so you can keep Supercharging even if a PCS failure occurs, and have enabled free Supercharging for trucks waiting for part availability
Q2 Shareholder Update β https://t.co/u0UcDOuMNa
Highlights
β Cybercab began production at Gigafactory Texas
β Tesla Semi remains on track for volume production this year at our new factory in Nevada
β Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
β Megafactory Texas is nearing completion (start of production planned for this year)
β More customers are now opting to subscribe to FSD at the time of vehicle purchase!
β Robotaxi rollout continued in the US. Now live in 7 major metros
β 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.
Weβve never been more optimistic about the future.
Automotive
β Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
β We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
β Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
β On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
β 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
β Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
β The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
β Additionally, we continued site development at Gigafactory TexasΒ withΒ building construction now in full swing
AI Training Compute
β More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
βΒ Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
β 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
β Increasing production of 4680 cells to supportΒ ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
β Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
β 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 AI4βs 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
β Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
β 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
β Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
β Began offering employee rides in Cybercabs on our GFTX campus in July
β Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
β Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
β Record net new subscriptions in Q2
β Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
β 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