C0ldroots
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C0ldroots
@C0ldroots
Life, the Universe and Beyond #Tesla #SpaceX and #Bitcoin - Personal views and opinions / No financial advice
Same planet as you Katılım Kasım 2017
988 Takip Edilen393 Takipçiler
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Q1 2026 Shareholder Update
#quarterly-disclosure" target="_blank" rel="nofollow noopener">ir.tesla.com/#quarterly-dis…
We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1.
That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi.
Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America.
As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI.
Automotive
– Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future
– More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China
– Began deliveries of Cybertruck in the UAE
– Volume production of Cybercab & Tesla Semi this year
Energy Generation & Storage
– Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year
– We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York
Robotics
– Preparations for our first large-scale Optimus factory will begin shortly in Q2.
First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year)
AI Training Compute
– Cortex 2 is now online & has started running training workloads
– Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services
– Continuing with custom silicon development (Dojo 3) to reduce training cost over time
Battery
– Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas
– Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin
Other Supporting Infrastructure
– Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3)
– Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal
– Over 2,200 new Supercharger stalls, growing the network 19% YoY
AI Software
– FSD 14.3 launched in April
– Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!)
This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles
– Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots
AI Inference Compute
– Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply
– Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration
– Completed final chip design of AI5 (our next-gen inference processor) in April
Automotive & Other Software
– Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more
Robotaxi
– Paid Robotaxi miles doubled sequentially in Q1
– Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time
– Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority
– Expanded unsupervised ops in Austin & launched in Dallas & Houston in April
FSD Supervised
– Record net new FSD subscriptions in Q1
– Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries
– Continuing to make progress on approval in China
Automotive Services
– Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers




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SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.
The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.
Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
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On April 21, 2026, CATL officially unveiled its next-generation battery portfolio, including the Third-Generation Shenxing Superfast Charging Battery, the Third-Generation Qilin Battery, the Qilin Condensed Battery, the Second-Generation Freevoy Super Hybrid Battery, and the Naxtra Battery.
· Shenxing III: 10C charging (15C peak). Full charge: 6 mins. -30°C charge: 9 mins.
· Qilin III: 280 Wh/kg. Up to 1500 km range. 3MW peak power. 625kg lightweight pack.
· Qilin Condensed: 350 Wh/kg. 1500km range. Extreme safety with no leakage, no combustion.
· Freevoy II: New benchmark for hybrids. 600km pure electric / 2000km combined range.
· Naxtra: World's first mass-produced sodium-ion battery. Mass production is planned by the end of 2026.
CATL continues to shape the future of energy, delivering safer, faster, and more versatile solutions for global mobility.
#CATL #TechDay2026 #ShenxingBattery #QilinBattery #NaxtraBattery #FreevoyBattery
#BatteryInnovation #FutureOfMobility



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The SpaceX IPO will ignite a trillion-dollar space race.
𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
$RKLB Rocket Lab
$SIDU Sidus Space
$FLY Firefly Aerospace
$RDW Redwire Space
$LUNR Intuitive Machines
$MDA MDA Space
$VOYG Voyager Space
$YSS York Space Systems
$SPCE Virgin Galactic
$FJET Starfighters Space
𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
$ASTS AST SpaceMobile
$GSAT Globalstar
$SATS EchoStar
$IRDM Iridium Communications
$ETL Eutelsat
$TSAT Telesat
$GILT Gilat Satellite Networks
$VSAT Viasat
𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴
$PL Planet Labs
$GSAT Globalstar
$SATL Satellogic
$BKSY BlackSky Technology
$SPIR Spire Global
𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀
$CRS Carpenter Technology
$MTRN Materion
$HXL Hexcel
$ATI ATI
$GLW Corning
$PKE Park Aerospace
𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲
$RTX RTX Corporation
$LMT Lockheed Martin
$KTOS Kratos Defense & Security
$VOYG Voyager Space
$LHX L3Harris Technologies
$NOC Northrop Grumman
$BA Boeing
$AIR Airbus
$HO Thales
𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀
$TDY Teledyne Technologies
$APH Amphenol
$KRMN Karman Space
$RBC RBC Bearings
$PH Parker Hannifin
$AME AMETEK
$GHM Graham
$HEI Heico
$DCO Ducommun
$ATRO Astronics
$TDG TransDigm

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