X日报 · 美股

Q2 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)

– Megafactory Texas is nearing completion (start of production planned for this year)

– More customers are now opting to subscribe to FSD at the time of vehicle purchase!

– Robotaxi rollout continued in the US. Now live in 7 major metros

– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year

From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.

We’ve never been more optimistic about the future.

Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania

– We launched the Model YL in the US in July and have seen a positive response from customers

Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production

– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas

– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit

Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon

– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development

– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing

AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026

– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year

Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products

– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y

Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year

AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware

This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness

AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin

Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app

Grok can make phone calls, search & play music, and adjust climate controls, among other things

Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule

Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet

– Began offering employee rides in Cybercabs on our GFTX campus in July

– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training

– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July

FSD Supervised
– Record net new subscriptions in Q2

– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions

– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

TSLA Earnings LIVE: TSLA Q2 2026 Results, Call & Reaction (+GOOGL, NOW, IBM) https://t.co/yUW8uLDNVk

This is insanely cool. Set this up in Grok Build!

Unity shipped a free terminal Unity CLI for coding agents, CI, and custom tooling. MCP stays supported, the CLI includes MCP Mode for existing MCP agents, and Unity says both the CLI and MCP are free with no concurrency limits on the MCP server.

Dan got Grok 4.5 via Grok Build to install the CLI, build a 3D scene, and export a video.

"Same session shipped a playable macOS Island Explorer with Poly Haven CC0 trees, rocks, and cliffs, Crest FFT ocean with shoreline foam, irregular hills, grounded props, FPS walk, and a half-size performance pass when the scene got heavy."
-- Daniel Farinax