5 takeaways from Tesla earnings as Musk ramps up spending and robots

Tesla posted Q1 earnings near expectations as Elon Musk outlined higher spending, robotaxi expansion, robot production plans and EVs.

Tesla’s New Roadster is Only a Month Late (So Far)

Tesla’s last manually driven car, the new Roadster, will make its public debut in a month, give or take. Don’t make travel plans just yet.

GM And Ford Have Owned Government Fleets For Decades, Tesla Just Signed In

To convince government agencies to buy Tesla vehicles, the company is waiving all standard delivery fees

Tesla finally speaks the truth on full self-driving on old cars, and it’s hope in darkness

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.
CNET

Tesla Owners May Need to Visit New Microfactories to Update Full Self-Driving

Elon Musk admits owners with outdated self-driving hardware who purchased the option will require a major retrofit effort.
Electrek

Tesla will build factories just to retrofit millions of HW3 cars it said could do FSD

Tesla said every car had the hardware to drive itself. That was false, so it will build factories in every city to retrofit millions of cars.

Tesla Says It Will Need To Build Micro Factories To Retrofit Old Cars For FSD

Tesla CEO Elon Musk confirmed that Hardware 3-equipped cars will not be able to achieve Full Self-Driving without upgrades on Tesla's mini assembly lines.

Tesla is in a no-win situation as it faces the ire of its earliest customers

The company plans to replace old vehicle computers in a plan that one analyst said seemed “expensive and perhaps not even sensible.”