Herbert Ong
@herbertong
Follow me for daily interviews of Tesla experts, $TSLA Milestones and Humanoid Bots
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🚨 Join us LIVE for our coverage of the SpaceX Q2 Earnings, streaming on X and YouTube!
Tuesday, Aug 04
12:30 pm PT | 2:30 pm CT | 3:30 pm ET | 20:30 GMT
All star cast of $SPCX experts!
Co-hosted by Ellie in Space @esherifftv
@JoeTegtmeyer
@aaronburnett
@thejefflutz
@TeslaBoomerMama
@GoingBallistic5
and more!
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Safety is the metric that ultimately matters.
In the last 4 months, FSD Supervised has been over 5.2x safer than manual driving – across 65 million kilometers in 5 EU countries
🚨 NEWS: Tesla has signed a long-term power purchase agreement with a KKR-backed solar and battery project in Arizona.
The deal secures 90% of the output from the 509 MW solar + 360 MW battery Project Sterling, which is expected to begin operating in 2028, as electricity demand continues to rise from AI and data centers. $TSLA
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🚨 More signs of Tesla's Robotaxi rollout are starting to appear!
@thejefflutz points to Austin nearing 80% unsupervised, growing Robotaxi and Cybercab activity in Houston, and new testing in Tampa and Charlotte.
Is Tesla quietly getting ready for a much bigger rollout?
$TSLA
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Employee Cybercab pickups and drop-offs continue around Giga Texas!
@JoeTegtmeyer shared footage of a Cybercab making a smooth U-turn on a busy street before continuing along the factory with no issues.
$TSLA
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Merger
Why?
And why the sooner the better?
My answer below.
The highest compliment for any technology is becoming boring. That’s when it has become part of everyday life.
FSD seems to be heading in that direction.
Some technologies become so normal that we forget life before them
FSD Supervised is like that
🚨 NEWS: Raymond James kept its Strong Buy rating and $800 price target on SpaceX after Starship Flight 13
The firm said the flight reduced execution risk by successfully testing key V3 upgrades, including Starlink V3 deployment, an in-space Raptor relight, strong heatshield performance, and an intact splashdown.
Next up: the first attempt to catch Ship with the launch tower. Earnings are just 10 days away. $SPCX
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"Why isn't Tesla flooding Austin with Robotaxis yet?"
That question led to one of the most interesting parts of the Q2 earnings call.
The answer isn't just about regulation, it's about building a system that can scale across entire states, not just one city.
The same strategy may also explain why Optimus could roll out slower than many expect.
$TSLA
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🚨 Tesla Model Ys with Texas license plates, and even Cybercabs, have now been spotted in Charlotte, North Carolina.
$TSLA
Everyone's talking about Elon's exchange with The Economist, but did you catch what he said about AI, Optimus, electricity, and China?
@elonmusk argued that electricity, not AI models, could become the biggest bottleneck!
He explained why he thinks retail investors have an edge, and shared his vision of a future powered by humanoid bots.
Which of those ideas do you think will matter most over the next decade?
$TSLA
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$TSLA: Tesla's Robotaxi Story Just Divided Wall Street
🚨 Tesla has released a new video showing FSD helping avoid accidents and save lives
$TSLA
🚨 Tesla just delivered one of its biggest updates yet!
Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy.
This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together.
00:00 Record Quarter Highlights
00:14 FSD Driving Demand
00:53 Energy Growth and CapEx
02:25 Robotaxi Safety and Scaling
03:57 Optimus Vision and Challenges
06:45 Humanlike Dexterity Goals
07:21 Terafab and AI Chip Supply
09:00 Digital Optimus with SpaceX
10:38 Megapod Distributed Compute
$TSLA @elonmusk
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🚨 Tesla AI Director Ashok Elluswamy @aelluswamy says the Tesla Robotaxi fleet is already running an early version of FSD v15
$TSLA
🚨 Elon Musk on @Tesla_Optimus:
"This is going to be the hardest product to scale that we've ever had at Tesla. We had to build the supply chain out entirely.
The Fremont production line looks incredible. Optimus will follow the s-curve of the manufacturing ramp, the initial portion will be flat and long due to the newness of the parts in the robot." $TSLA
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🚨 Tesla says it more than doubled its onsite AI training compute in Texas during the first half of 2026.
Cortex 2 supports autonomy development for both Tesla vehicles and Optimus, with more capacity planned through the rest of the year.
Tesla is also expanding battery production across several sites:
• Vehicle battery packs in Berlin
• Cathode materials and lithium refining in Texas
• LFP cells in Nevada
• More 4680 cells for Cybercab, Semi, and Model Y
AI compute and battery supply remain two of Tesla’s biggest priorities as it prepares for its next phase of growth.
$TSLA
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Tesla: “Cybercab began production at Gigafactory Texas, and Tesla Semi remains on track for production this year at our new factory in Nevada.“
$TSLA
🚨 Tesla has shared new photos of its first-generation Optimus production line at Fremont
$TSLA
