Tesla's Dual AI Hardware Bets Still Lack Proven Execution
Tesla is scaling AI ambitions via next-gen FSD chips and Terafab manufacturing capacity, yet both efforts remain unvalidated at the required scale.
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Complete Tesla coverage: vehicle deliveries, FSD progress, Optimus robot, energy business, and Elon Musk's vision.
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Tesla is scaling AI ambitions via next-gen FSD chips and Terafab manufacturing capacity, yet both efforts remain unvalidated at the required scale.
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Tesla's early Robotaxi fleet relies on a Tesla employee manually plugging in driverless vehicles at public Superchargers, including one Cybercab and...
A major hybrid project in Karnataka pairs ~500 MWp solar and wind with 200 MWh battery storage to deliver round-the-clock renewable electricity by...
A celebrity broker's 75-minute hands-free commute and decision to buy FSD for his team went viral, with Elon calling it "magic" . The clip...
The Mobility Roadmap 2026 outlines the government's basic policy and implementation schedule for autonomous driving's social implementation.
South Korea's government is launching a large-scale R&D program to build a full-stack autonomous driving ecosystem centered on sensors, semiconductors...
Tesla's years of building custom inference hardware into every vehicle could prove a decisive edge as AI compute shortages intensify, with Musk...
Honda is gearing up to challenge Tesla in self-driving cars, just as CyberCabs begin operating in Austin, Texas with plans for nationwide expansion.
Will robotaxis and Optimus close the execution gap by 2027? Ives sees stabilizing demand and an AI pivot driving a "golden year," with robotaxis...
Tesla pushed Austin Robotaxi service to 11pm, yet Musk admits the camera-only system still struggles to spot low-contrast pets like "grey kittens on...
TSMC discussions have shifted Elon Musk’s Texas Terafab from an independence play to a test of whether credible semiconductor capacity can be secured...
New Model 3 and Model Y Performance orders include free Premium Connectivity for the original owner, a permanent perk that saves $99 yearly.
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Tesla's October 21 earnings call will test the Q3 vehicle deliveries and energy storage numbers already released against full financial results and...
Brazil offers roughly 56 GW of grid connection capacity for battery storage in December capacity reserve auctions, exceeding the projected 4.5-10 GW...
Elon Musk confirmed talks with TSMC about a dedicated Terafab facility for Tesla, SpaceX and xAI, but stressed "just discussions" with no commitments...
Tesla is shifting focus to sustained performance in difficult real-world conditions rather than isolated demonstrations.
Cambridge's public hearing on October 22 will examine how robo-taxis like Waymo affect transportation, public safety, accessibility, labor unions, and...
Agility Robotics and FORT Robotics are formalizing a three-part safety architecture—safety pendant, on-robot systems, and off-robot interfaces—for...
Tesla's 486,532 deliveries topped the 461,974 consensus by 5.3 percent, yet fell 2.1 percent from Q3 2025's record 497,099.
Tesla's playful Halloween Mode teaser turns the vehicle screen into a graveyard scene where an Optimus V3 hand claws out like a zombie, extending...