Key Takeaways Tesla’s Terafab semiconductor fab ambitions estimated at $25-40 billion, dwarfing TSMC’s Gigafabs despite no prior experience. 2025 financials: Revenue down 3% to $94.8B, auto revenue -10%, net income -46% to $3.79B, FCF $6.2B. 2026 capex guidance >$20B (double 2025’s $8.53B), projecting negative FCF without Terafab, per 10-K. Musk announced Terafab launch in 7…
Key Takeaways Tesla Robotaxi Model Y fleet spotted in Henderson, north of Las Vegas, equipped with unique Robotaxi hardware. Rear camera washer identified as key indicator of Robotaxi-specific vehicles. Photos and video captured by TheZacher on X at the Henderson parking lot. Las Vegas confirmed as one of five planned expansion cities: Phoenix, Dallas, Houston,…
” Key Takeaways Tesla Roadster unveiling delayed from April 1 to late April, as announced by Elon Musk via tweet. Elon Musk on Joe Rogan podcast hyped the Roadster as having “crazy technology” crazier than all James Bond cars combined, with hovering capability and unforgettable unveil. Musk warned that the Roadster prioritizes speed and excitement…
Key Takeaways U.S. Department of the Interior confirms Tesla as key stakeholder in LG Energy Solution’s $4.3B battery supply deal. Partnership expands to build LFP prismatic cell factory in Lansing, Michigan, with production starting in 2027 for Tesla’s Megapack 3 in Houston. Quote from press release: “American-made cells will power Tesla’s Megapack 3… creating a…
Key Takeaways Tesla plans its largest Australian Supercharger near Mackay with 25+ V4 stalls, bigger than the current 20-stall Goulburn site. @chuqtas tweeted to @LudicrousFeed about the Mackay highway service centre, sharing video renders and a link. Tesla operates 148 Supercharger sites in Australia, with 80 open to non-Tesla EVs for broader accessibility. Supercharger network…
Key Takeaways Elon Musk boldly claims xAI will catch up to AI leaders like Anthropic, Google, and OpenAI by end of 2026, erasing a 7-month gap noted by forecaster Peter Wildeford. Musk predicts xAI will surpass all competitors by 2029 by such a massive lead that the James Webb Space Telescope would be needed to…
Key Takeaways Elon Musk announced on X that the Terafab Project launches March 21, 2026, as a vertically integrated chip fab for logic, memory, and advanced packaging. Confirmed on January 28, 2026 earnings call, Musk stated Tesla needs the fab to avoid chip supply constraints in 3-4 years; earlier AGM warning highlighted supplier shortages. Likely…
Key Takeaways Tesla and xAI announced Digital Optimus, a software AI agent nicknamed “Macrohard,” to automate office workflows by mimicking human computer interactions. First major result of Tesla’s $2B investment in xAI, fusing hardware efficiency with advanced reasoning. Dual-process architecture: Tesla’s AI as fast “System 1” executor (processes recent screen video, keys/mouse), xAI’s Grok as…
Key Takeaways Elon Musk admits xAI was “not built right” and is being rebuilt from foundations, just weeks after Tesla’s $2B investment. Tesla invested $2B in xAI’s Series E on Jan 16, 2026, converting to SpaceX stake after SpaceX’s $1.25T acquisition. 10 of 12 xAI co-founders departed, including key talents like Jimmy Ba and Igor…
Key Takeaways Tesla introduces “Comfort Braking” feature in Software Update 2026.8 for smoother stops during routine braking on Juniper-updated Model Y (2026+ models). Feature exclusive to new Model Y, not available on other Tesla vehicles. Tesla release notes: “Your Tesla now provides a smoother feel as you come to a complete stop during routine braking.”…