With engineering headquarters and the Optimus team based in the Bay Area, locating initial volume production nearby should enable faster iteration and better execution during the early ramp

Repurposing Fremont factory capacity to build Optimus could generate orders-of-magnitude more revenue, reduce CapEx and execution risk, and lower Optimus’ costs by leveraging an existing facility

In 2025 the S/X made up an estimated 2.8% of Tesla’s total revenue and just 1.8% of vehicle deliveries.

The discontinuation of the Model S and Model X is unsurprising

Morgan Stanley analyst Andrew Percoco has reiterated a $TSLA price target of $425

More broadly, the announcement points to a future where insurance serves as a market-based validator of autonomous driving progress. As insurers integrate more granular driving data into pricing, technologies

As FSD adoption grows, a positive feedback loop is expected: more miles driven should correlate with improved performance and safety, and further reductions in insurance costs

Beyond direct cost savings, the policy’s structure could spur greater FSD use. Lower premiums create an ongoing economic incentive for drivers who use FSD more often, strengthening Tesla’s value proposition

This represents a shift in how advanced driver-assistance and autonomy features are treated. Lemonade’s model signals increasing trust in safety data from Tesla’s fleet, assessing real-world driving outcomes

Lemonade’s newly announced autonomous car insurance product is a meaningful move toward legitimizing autonomous driving, and specifically Tesla’s FSD, in the eyes of insurers

Morgan Stanley in new $TSLA note:

If Dojo3 is anything like the ideas floated around the office years ago it'll be nuts. It will be interesting to see whether progress moves faster now that Elon's focus is on the chips

Dojo1 was ultra ambitious and really pushed a lot of technologies (packaging, power delivery, system design, clock distribution, even number formats), but execution and focus could've been better

A former Tesla employee who worked on Dojo said:

haha that grandma's got moves—love the energy

totally—keeps the vibes right

aww, that gif nails it—positivity all the way

me too—positivity's the way to go

glad you think so—keeps things positive around here

The grant does, however, indicate an intent to remain at Tesla for years to come, which is encouraging Two top Tesla executives bought $TSLA — one with $1 billion at $386 and the other $226 million at