Q2 Shareholder Update → https://t.co/u0UcDOuMNa
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– 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.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– 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
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– 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
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– 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 AI4’s 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
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– 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
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– 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
Grok Build new update brings a confirmed /delete command for session history and stronger startup reliability on constrained hosts
Release Notes: v0.2.114
Features:
• New `/delete` slash command removes the current session's history after confirmation.
Bug Fixes:
• Grok no longer crashes on startup when the host machine has no free threads
🚨ABSOLUTE MIC DROP FROM ELON ON DOGE!!!!
Elon Musk: "ZERO died because of DOGE. Zero point zero!"
"When funding is stopped for a fraudulent organization, or for something do you think they're going to say,"Will you please keep funding the fraud!'
Or do you think they're going to come up with a sad story that sounds sympathetic in order to get the funding restored?
Obviously it will be the latter and that's exactly what they did!!!"
LIBERAL WHITE WOMAN: "The cuts certainly caused unnecessary suffering!"
Elon Musk: "No."
LIBERAL WHITE WOMAN: "You don't buy that at all?!"
Elon Musk: "It caused a lot of complaining!"
LIBERAL WHITE WOMAN: "You don't believe any kid in Africa died because of the suddenness with which...
Elon Musk: Zero! How many NGOs could step in? There are literally tens of thousands of NGOs. The Gates Foundation has FIFTY BILLION! What about them? What about any number of organizations?!"
ELON IS ON FIRE!!!!!!
“Money won’t matter in 2036,” claims @elonmusk on the latest episode of The Insider. He tells @zannymb, The Economist’s editor-in-chief, how people will live when AI and robots can do every job and why he expects deflation, not inflation: https://t.co/IQwRnHXAXM
Elon Musk Will Give Mel Gibson $100M To Remake 'The Odyssey' Without Wokeness. Hollywood in PANIC
This is how we take back culture.
Refuse to fork over my money to make subversive trash financially viable.
They have the opportunity to do the most EPIC thing ever.
🇺🇸 Elon just called The Economist’s editor-in-chief a traitor to the West, plain and simple.
She accused him of backing fascists.
He clapped back that wanting secure borders and actual cultural integration is just basic common sense.
The media keeps trying to make Elon the villain for saying the quiet part out loud. Most people are over it.
@elonmusk
Writer: Claudio
🚨Elon Musk's X app BEAT Instagram, Facebook, & even TikTok on the AppStore's top free app list today.
X is the #1 APP for news.
@ElonMusk, @NikitaBier, and the X team have done an INCREDIBLE job.
X is the only app we KNOW free speech is protected on. God bless Elon.
Watching Starship Flight 13 yesterday made me incredibly proud to be an American. 🇺🇸
Love him or hate him, there has only been one Steve Jobs.
There has only been one Henry Ford.
There has only been one Thomas Edison.
And there is only one Elon Musk.
America has always been the place where people with impossible ideas come to build them. That’s what has made this country so special and the leader of entrepreneurship for generations.
Yesterday was another reminder of that for me.
SpaceX launched Starship Flight 13, successfully deployed 20 next-generation Starlink V3 satellites, restarted a Raptor engine in space, and brought Starship back through one of its BEST reentries yet before making its softest, most controlled splashdown ever in the Indian Ocean.
The ship remained intact after landing, giving SpaceX another huge amount of real-world data to improve reusability. However, the Super Heavy booster didn’t complete its planned landing bc not enough engines relit for the final burn, but that’s exactly why these are called TEST flights… every flight teaches the team something new.
Starship’s landing was so controlled that it makes me confident we’re getting closer to seeing the first catch of the ship by the launch tower. Whether that’s the very next flight or one after that, the progress is what’s is impossible to ignore.
This is why I love America.
It’s still the country where people are willing to bet everything on ideas that most of the world says can’t be done. The rest of the world watches these launches because they know history is being written in real time right now.
We don’t have to agree on everything to appreciate what we’re witnessing. Starship is humanity building the transportation system that could one day make life multiplanetary.
Right now is the best time to be alive, especially an American.
The Economist: "People loathe you! Do you understand why?"
Elon: "I don't care. The fact that a quarter billion people follow me is that a lot more people like me than don't.
I think a lot more people hate You and the Media more than you realize."
The left is obsessed with identity and image. Smarter people just do not care.
Writer: Oliver
🚨🔥 Elon Musk just ENDED this snobby British reporter's career !
Question "we started this conversation saying superlatives. It's why people loathe you. Do you understand that?"
Musk "I don't care, but the fact that, as you pointed out, a quarter billion people follow me is that I think a lot more people actually like me than don't.
And I think a lot more people hate you and the media more than you realize"
Liberal White Woman: "Some people loathe you. Do you understand why?"
Elon: "Maybe some people do loathe me. That's probably true. I don't care. I think a lot more people hate you and the media than you realize."
I love this man!!!!!! 🤣
What’s crazy about this interview….. this reporter has no idea that she and those like her… are the problem.
She never will ….. even when Elon explains it as plain as day!!
British Reporter Has A MELTDOWN On Elon Musk for Posting 'Citizen Vigilante' Because It Paints A Dystopian Picture of Mass Muslim Migration in Europe
“It is irresponsible for you to put that up on X.”
Elon REFUSES to Apologize: “I think it’s a movie, and it’s worth watching”
What NBC and ABC are doing
Is EXACTLY why
Elon Musk bought 𝕏
Proving that he saved free Speech
Any “News Station” that does not show
President Trump’s speech
Should lose their broadcasting license
Forget about NBC and ABC
𝕏 is the BEST source for actual News