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Q4 Shareholder Update → — Highlights 2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure. In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots. This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing. We're building a world of amazing abundance. LFG! Automotive – APAC region continues to show strength across multiple markets & set a record for deliveries this quarter – Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster Energy generation + storage – Highest quarterly energy storage deployments, driven by record Megapack deployments – Total gross profit = $1.1 billion, marking our 5th consecutive record quarter! – Megapack 3 & Megablock production starting at Megafactory Houston this year – In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills Robotics – Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production – Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year AI Training Compute – Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity – In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents) Battery – Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process – Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply – We now produce dry electrode for 4680 cells with both anode + cathode made in Austin – We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year AI Software – Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park AI Inference Compute – Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively – Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy) Automotive + Other Software – Robotaxi app no longer has a waitlist in the areas we serve – Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more Robotaxi – Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January – Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting – Cumulative paid Robotaxi miles have now exceeded 600k FSD Supervised – Launched in Korea, where customers drove >1 million kilometers in just one month – We continue to pursue regulatory approval in China & Europe – FSD Supervised subscriptions more than doubled in 2025

Post-quantum cryptography is becoming an increasingly important area of research across the industry. Our latest report explores what a post-quantum migration path for BSC could look like, including: • ML-DSA-44 transaction signatures • pqSTARK aggregation • Throughput and block propagation trade-offs One important takeaway: The biggest challenge wasn’t consensus. It was the increase in transaction and block sizes once quantum-resistant signatures were introduced. Full report 👇

We're happy to present our 2026 outlook. This year is already taking shape, and the opportunity space for founders is even wider than anticipated. If you're building in any of these areas, we would love to talk to you.

Knicks fans, we're looking for bars in the Tri-State area to join our official Knicks Playoff Bar Network! If you, or someone you know owns a bar and wants it to be a go-to spot for Knicks fans during every playoff game, apply now to be part of the network. ➡️

Consensys has filed a comment on the @FDICgov's GENIUS Act proposal, outlining four areas that need refinement. This filing, alongside our OCC and Treasury comments, marks the start of a broader conversation with federal banking agencies on getting the GENIUS Act rules right. Read our full comment letter: