Tesla deliveries, FSD, Starship, Starlink, xAI, and Grok.
Tesla rolls out FSD (Supervised) 14.3, featuring 20% faster reactions and fleet learning from millions of miles. This edges the company closer to unsupervised robotaxis, intensifying competition in autonomous driving.
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Tesla publishes a patent detailing its vision-only occupancy network for FSD, using voxels and temporal fusion to build 3D world models without LiDAR. This reinforces Tesla's cost-effective autonomy edge, pressuring sensor-heavy competitors and paving the way for widespread robotaxis.
Read articleElon Musk's Terafab semiconductor fab at Giga Texas announces a massive new joint-venture partner. The move fast-tracks Tesla's chip independence, fueling AI and autonomy ambitions while boosting U.S. manufacturing.
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Tesla has staged roughly 60 Model Y vehicles with specialized camera washers in Phoenix ahead of a Robotaxi launch. The preparation signals a direct challenge to Waymo in a key market, potentially kickstarting Tesla's autonomous ride-hailing revenue stream.
Read articleNHTSA closes its investigation into Tesla's Actually Smart Summon feature, finding no evidence of safety defects. The decision removes a regulatory hurdle for Tesla's Full Self-Driving tech, aiding its push toward robotaxis and boosting investor confidence.
Read articleTesla has cut Model S and X production to zero, raising prices up to 20% on remaining stock by framing them as sentimental limited editions. The tactic leverages scarcity over costs or features, reinforcing Tesla's pricing dominance amid EV market pressures.
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