Tesla lists Giga Berlin’s Model Y production capacity at more than 375,000 units per year — roughly 93,000 per quarter. The plant manager just celebrated a “record” Q1 2026 of 61,000 units and announced a 20% production increase. None of that adds up.
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Tesla has fully drawn down its China Working Capital Facility to $5.8 billion, according to its Q1 2026 10-Q filing — a 35% increase in a single quarter. The facility, which didn’t exist two years ago, now represents 64% of all Tesla’s non-recourse deb…
The company is following through on its promise to not let Musk “double dip” if he won his appeal to restore Tesla’s 2018 compensation package, worth $56 billion.
A Tesla Model YL test mule has been spotted driving on Interstate 280 in the San Francisco Bay Area, marking the first time the longer-wheelbase, 6-seat SUV has been photographed on American roads.
The sighting comes despite CEO Elon Musk’s suggesti…
Tesla agreed to acquire an unnamed AI hardware company for up to $2 billion in stock and equity awards, according to a single sentence buried in its Q1 2026 10-Q filing. The company never mentioned the deal in its shareholders’ letter or during last ni…
During Tesla’s Q1 2026 earnings call, CEO Elon Musk revealed that Tesla is planning an “AI4.1 or AI4 Plus” upgrade to its self-driving computer that doubles the RAM from 16 gigabytes to 32 gigabytes per chip — taking the total system memory to 64 gigab…
The company will go negative on free cash flow for the rest of 2026, CFO Vaibhav Taneja confirmed. But Q1 delivered an unexpected $1.4 billion positive free cash flow beat, and Tesla ended the quarter with $44.7 billion in cash. The capex uplift from $…
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.
CEO Elon Musk confirmed during Tesla’s Q1 2026 earnings call that Cybercab production has officially begun at Giga Texas.
VP of Vehicle Engineering Lars Moravy confirmed that the Cybercab will not be subject to NHTSA’s 2,500-vehicle annual productio…
For the longest time, the electric vehicle industry has been chasing a finish line that felt simple enough: make charging as fast as refueling a petrol car. That was the promise, the pitch, and in many ways, the justification for everything from billio…