” Key Takeaways Over 90% of vehicle miles traveled involve two or fewer passengers, informing Cybercab’s two-seater design (Lars Moravy). Elon Musk emphasizes no fallback for Cybercab’s autonomy; production starts April 2026, expecting more Cybercabs than all other Tesla vehicles combined. Cybercab handles most Robotaxi trips, with Model Y for 3-4 passengers, extended Model Y…
Key Takeaways Tesla plans massive Optimus V4 production line at Giga Texas, as stated by Elon Musk on X in response to a post questioning California production. First Optimus line in Fremont Factory targets 1 million units/year; Giga Texas will ramp to 10 million units/year, per Musk at 2025 Shareholder Meeting. Musk quoted: “We’re going…
” Key Takeaways Tesla Cybercab prototypes spotted testing publicly on US roads with a rear-mounted charging port featuring a manual door and latch. Video from @Teslarati shows an employee plugging the Cybercab into a Tesla Supercharger. Cybercab designed as fully autonomous vehicle without steering wheel or pedals, handling driving, charging, and cleaning autonomously. Tesla plans…
Key Takeaways Elon Musk confirmed SpaceX-xAI merger talks by replying “Yeah” to an X post calling SpaceX a future Dyson Swarm company. Reuters reports ongoing discussions for exchanging xAI shares for SpaceX stock, though no deal is finalized. Two Nevada entities formed on January 21 to facilitate potential merger transaction. Merger aligns with Musk’s vision…
Key Takeaways Tesla confirms aggressive Robotaxi expansion to 7 new US cities in the first half of the year: Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. Current operations: Active in Austin (ramping unsupervised) and Bay Area (safety driver); testing approvals in other areas. Announced in Q4 Earnings Call and Shareholder Deck; originally planned…
Key Takeaways Tesla filed trademarks for ‘CYBERCAR’ and ‘CYBERVEHICLE’ just 37 seconds apart on January 28, 2026, right after Elon Musk mentioned them during the Q4 2025 earnings call. Musk explained on the call that ‘Cybercab’ (a two-seater robotaxi without steering wheel or pedals) causes confusion, and ‘cab/taxi’ is restricted in some states, suggesting ‘Cybervehicle’…
Key Takeaways Automotive gross margins excluding regulatory credits improved sequentially from 15.4% to 17.9%, with total gross margin exceeding 20.1%, the highest in over two years. Energy business revenue hit $12.8 billion, up 26.6% YoY, with record quarterly gross profit from strong MegaPack and Powerwall deployments globally. Paid Full Self-Driving customers reached 1.1 million worldwide…
Key Takeaways Tesla ending production of flagship Model S and Model X vehicles. Elon Musk on Q4 2025 Earnings Call: “Time to bring the Model S and Model X programs to an end” to shift to autonomous future and Optimus. Fremont Factory production lines for S/X transitioning to Optimus at 1 million units per year.…
” Key Takeaways Tesla partners with Pilot Travel Centers to expand Semi Chargers for all heavy-duty electric trucks. First sites opening this Summer along I-5 and I-10 in California, Georgia, Nevada, New Mexico, and Texas. Each station features 4-8 chargers delivering up to 1.2 MW per stall. Shannon Sturgil (Pilot SVP of Alternative Fuels) highlights…
” Key Takeaways The Boring Company opens its newest Vegas Loop station at Fontainebleau Las Vegas on level V-1 of the south valet area. Free rides available from Fontainebleau to Las Vegas Convention Center, Encore, and Westgate stations. Fontainebleau station connects to Riviera Station for access to the full Vegas Loop network. December expansion enables…