Tesla Starts 'Robotaxi' Production
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Tesla CEO Elon Musk revealed an AI4+ upgrade doubling RAM to 64GB — just hours after confirming HW3 can't do unsupervised FSD. The pattern is hard to ignore.
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Tesla says millions will need full self-driving upgrades—after promising they didn't
The EV giant is also making Cybercabs, with robots coming soon.
Elon Musk told investors that older Teslas can’t drive autonomously, despite earlier promises to buyers.
Tesla disclosed in a single sentence in its Q1 2026 10-Q that it agreed to acquire an unnamed AI hardware company for up to $2 billion in stock — a deal it never mentioned in its shareholders' letter or earnings call.
The stock market loves a clean story — growth company, value play, or cyclical rebound. Tesla (NASDAQ:TSLA) used to fit neatly into the first category: the high-octane EV disruptor rewriting the auto industry.
Tesla’s last manually driven car, the new Roadster, will make its public debut in a month, give or take. Don’t make travel plans just yet.
One of the primary criticisms of Tesla (NASDAQ: TSLA | TSLA Price Prediction) is that its models are old. The fact that their software is updated “over-the-air” isn’t good enough for some investors. It has killed the Model S and Model X.
A single line in a new Tesla regulatory document says the company "entered into an agreement to acquire an AI hardware company."
Elon Musk confirmed on Tesla's Q2 2026 earnings call that Hardware 3 vehicles need physical upgrades, with Tesla planning micro-factories to handle the scale of replacements needed.
March comeback returns Europe’s former best-selling car to the top of the sales charts
Live Updates Elon Musk Answers How Tesla, SpaceX, and Intel Will Coordinate on Terafab on Tonight's Conference Call 7 minutes ago Elong Musk just gave more details on how Terafab is going to be funded and the involvement of Intel in the project: William Finkelstein Stein Truist Securities,
Inarguably, Tesla set the bar for EVs within the last decade. The company's models have been priced more competitively, had better range, and had better tech than rivals. Ford, and so many others, watched Tesla closely to see what they'd be up against.