This 25% step-up should be viewed as good news, since it widens the gap between Tesla and other carmakers. Many rivals are cutting EV spending and have made only nominal investments in autonomy compared

Tesla investors are missing the point — higher capex is a positive

FSD v14.3 is the final piece of the puzzle for unsupervised FSD, but several major architectural improvements are still coming, so deploying a large-scale robotaxi system before those upgrades wouldn't

Production of Cybercab has just started. When launching a product that is completely new in every respect, initial production will be slow, then ramp up exponentially toward the end of this year

The firm only begins adding revenue from robotaxis and humanoid robots into its model in 2027.

Jefferies raised its $TSLA price target to $350 (from $300), citing stronger mid-term growth expectations. Tesla's vertically integrated business model and ability to deliver funding and industrial scale

Assuming Starship cost $10–20B to develop over roughly ten years and, once in service, enables ISPs, defense, and other sectors, why aren't major firms and nations building their own? $1–2B a year for

Apple should focus on fixing Siri first

Apple spent a decade and about $10 billion on a self-driving car program before cancelling it because it failed to meet its objectives What makes anyone think the company can figure out reusable rockets?

Both chips dedicate ~half of the TRIP AI computation accelerators to SRAM, so effective memory bandwidth for calculations in SRAM cache is about an order of magnitude greater than DRAM bandwidth

AI6 with LPDDR6 memory addresses those design concessions and incorporates many new ideas. It is expected to double performance over AI5 at the same half-reticle size using Samsung 2nm in Texas. AI6.5

The downside was making several design concessions to move quickly, but tapeout still finished 45 days ahead of schedule

The best part was collaborating with a strong AI hardware and software team; it proved far more enjoyable than Saturday parties

More detail on Tesla’s upcoming AI5 and AI6 chips. AI5 tapeout was completed 45 days ahead of schedule. This appears to be the first mention of AI6.5

Using CarPlay would be optional—no one would be forced to use it, and some buyers really want that choice.

Tesla's native software is generally preferred to Apple CarPlay, but if offering CarPlay helps convince some buyers, it's reasonable to include it.

Nobody wants Apple CarPlay in a Tesla

Before appearing on the show floor, the Semi will make an exclusive stop at Tesla Vaughan, giving owners their first opportunity to see the truck up close during a VIP event hosted by Tesla Club TO

NEWS: The Tesla Semi is headed to Canada for its first public showing. The Class 8 electric truck will make its Canadian display debut at Truck World 2026, running April 16–18 in Ontario.

BSCL states the experimental service started on March 13 and is currently being tested on three intercity trains — Parjatak Express, Upaban Express, and Banalata Express