Ian Lim

Automotive Technopreneur / Tesla / Honda / Sustainable Energy / Kauffman Global Scholar 2013 / NTU MSc TIP Alumni

[Tesla @Tesla]

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

[Tesla Asia @Tesla_Asia]

Comfort for every passenger. Even the furry ones🐾❤️

[Tesla @Tesla]

23 years ago, we set out to prove that electric cars could be great – not just great electric cars, but the best cars overall.

We’ve gone from one electric sports car to 
– Over 9 million vehicles on the road

– Model Y becoming the world’s best-selling car of any kind only 3 years after first deliveries  

– 5 Gigafactories & other manufacturing sites across 3 continents

– The largest & most reliable fast charging network w/ over 80,000 Superchargers globally 

– Energy generation & storage systems helping power homes & grids (over 1 million Powerwalls installed, 70+ GWh of industrial energy storage operating globally across 2,200+ projects)

Today, we’re bringing AI into the real world with autonomy @Tesla_AI and robotics @Tesla_Optimus. 

Tesla is only getting started – a world of amazing abundance awaits

[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 Asia @Tesla_Asia]

To protect passengers or cargo, the powered rear seats &amp; trunk in Model Y will automatically pop back up if detecting an obstruction while folding.

[Tesla Robotaxi @robotaxi]

In formation

[Tesla Optimus @Tesla_Optimus]

Autobots, assemble!

[Tesla Europe, Middle East & Africa @teslaeurope]

De toekomst van mobiliteit is aangebroken

FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly! 

Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways

No other vehicle can do this. 

We're excited to bring FSD Supervised to more European countries soon

[Tesla @Tesla]

Announcing TERAFAB: the next step towards becoming a galactic civilization https://t.co/IDKey07mJa

[Roland Pircher @piloly]

Singapore reported 485 Tesla sales and 12.1% market share in February. BEV penetration reaches new record of 55.8% and Tesla has 21.7% of this segment. 🇸🇬

• Market share is 419 basis points or 53% above the 3-month trailing average of 7.9%
• Highest market share ever
• 78% Model Y and 22% Model 3
• Best month ever with +6% vs. second best month
• +85% vs. February last year and +19% compared to November the second month of the previous quarter
• Best month ever
• Best quarter ever after second month of quarter and +33% vs. the same period last quarter
• Last three months +17.3% vs. September - November
• Year-to-date +243% over same period last year
• Year-to-date is 26% or 3.1/12 of last year's total

[Tesla Charging @TeslaCharging]

New Tesla Supercharger: Singapore - Raffles City (4 stalls)
https://t.co/P5vA1G4hCd

[Tesla Singapore @tesla_singapore]

New Tesla Supercharger: Singapore
- Raffles City Shopping Centre (4 stalls)

[Tesla Singapore @tesla_singapore]

The leading BEV-only brand in Singapore in 2026 (January to February 2026)

📷 natfl.x

[Tesla @Tesla]

Push to start (literally)

[Tesla @Tesla]

Cost of oil/gas is variable

Cost of the ☀️ is not affected by world events

@TeslaEnergy allows you to become independent from the grid &amp; gas prices alike

[Tesla Asia @Tesla_Asia]

Exploring China with Tesla❤️

[Tesla @Tesla]

Teslas are the only vehicles you can buy today that drive you to your destination with the tap of a button

FSD Supervised handles all your driving, from navigating city streets to maneuvering freeways to finding a free spot &amp; parking itself

[Tesla Asia @Tesla_Asia]

Happy Spring Festival🧧
Year of the Horse — autonomous and prosperous 🐎⚡️

[Tesla @Tesla]

Model Y achieves 5-Star Overall Vehicle Score from NHTSA

⭐️⭐️⭐️⭐️⭐️

[Tesla Europe, Middle East & Africa @teslaeurope]

Come experience FSD Supervised on your local roads!  

Ride along in the passenger seat to experience how it handles real-world traffic &amp; the most stressful parts of daily driving, making the roads safer for all

Available now in Italy, France &amp; Germany – more coming soon