Davidmorsi

certified magician 🎩|| tamu’22

[Harry Kane @HKane]

Work hard in silence. Let success be your noise. 🏆

[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

[Tesla @Tesla]

Purpose-built for autonomy

Cybercab in production now at Giga Texas

[Kyrie Center @kyriecenter]

Kyrie is truly the most skilled basketball player and nobody is convincing me otherwise 💯

[Manchester United @ManUtd]

DVIOVOJBFHIJDWQP[FKJOVJCSDIONCSIOP'NXC!!!!!!!!

[The Masters @TheMasters]

What the Masters means to Bryson DeChambeau. #themasters

[Bleacher Report @BleacherReport]

HE'S 40 YEARS OLD ‼️

42 PTS
17 REB
8 AST
14-25 FG

LeBron leads Lakers to 120-112 win vs. Warriors 🔥

[LakeShowYo @LakeShowYo]

the greatest teammate LeBron ever had

[Barack Obama @BarackObama]

From our earliest days, Black history has always been American history – and Black folks have profoundly shaped our American culture through music, art, literature, sports, and beyond. One month a year is not sufficient to celebrate the power of the movements and the people who have fought for the rights we enjoy today. That’s something that we have to do each and every day, as we strive to live up to their example and make sure our children and grandchildren remember their stories.

[Sec0nd2n0ne 🇵🇦 @Sec0nd2n0n]

I think we need to charge capital one a late fee for our own deposits. #CapitalOneDown

[Rick Golfs @Top100Rick]

It took Bryson 16 days to make a hole in one over his house.

He gave a fan 7 hours to make the same 95 yard shot for $100,000.

The fan made it on his 5th swing. 🤯 So cool.

[Path of Men @PathOfMen_]

2025 is your year

[Fore Play @ForePlayPod]

BRYSON!!!! DAY 16!!!!

[Elon Musk @elonmusk]

Legal immigration to America is ridiculously slow & difficult, even for super talented people. Needs to be fixed.

[Old Row Sports @OldRowSports]

ITS A PARTY IN COLLEGE STATION

[Lakers Legacy @LakersLegacyPod]

JJ Redick:

• Got His Players to Buy-In, Compete, Crash Glass

• Emboldened his Players despite Missed Shots

• Came Out of 1H & EXTENDED the Lead

• CALLS TIMEOUT when MIN cuts lead

• DIDN’T BENCH a struggling DLO

• KEPT FEEDING AD

My Coach 🫡

[Bryson DeChambeau @brysondech]

It’s official, Brooks and I will be taking on Scottie Scheffler and Rory McIlory in a 18 hole match on December 17th. This is going to be one for the ages!

[Dr. Eli David @DrEliDavid]

I keep re-watching this and can't believe my eyes... This is f*cking insane!

Congratulations @SpaceX, @elonmusk 🚀