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SpaceX might’ve just gone a bit too far with their naming scheme.

Starfall (microgravity environment for research in space),

Stargaze (tracks objects in space to prevent collisions),

Starshield (starlink but for government and military),

Starbase (the newly incorporated city in Boca Chica Texas, basically a spaceport),

Starmind (the planned AI satellite constellation),

Starfactory (the starlink manufacturing plant at Starbase),

Starpipe (an actual name via filing for a gas pipeline to Starbase),

Starship (well, you know this one),

Starlink,

…

Looks like Elon has had enough now:

Tesla reports Q2 deliveries in early July, and the company-compiled analyst consensus lands at about 406,000 vehicles, up 5.7% from a year ago.

Energy storage deployments are seen climbing to roughly 13.8 GWh, from 8.8 GWh in Q1. We’ll see what the real numbers will be and keep you posted in our next newsletter.

🇩🇪 Tesla confirmed on Thursday that it will increase Giga Berlin's output by another 20%, to 7,500 Model Ys per week from October, and hire 1,000 more employees to do it.

Plant manufacturing director Andre Thierig spelled out the new target on LinkedIn and X. Tesla had already raised its weekly goal to 6,200 units from July, so Grünheide is now climbing from roughly 5,000 cars a week toward 7,500.

🇪🇺 The EU registered 203,417 new battery-electric cars in May, up 42.9% year-on-year, according to data from the European Automobile Manufacturers' Association (ACEA). Tesla drove a good portion of that growth.

Tesla's EU registrations more than doubled in May, up 152.4% to 21,767, 10.7% of the bloc's battery-electric total. Across the wider European market of the EU, EFTA and the UK, Tesla rose 107.9% to 28,610, a fourth straight month of growth.

🇺🇸 The Tesla Model 3 ranks highest overall in JD Power's 2026 U.S. Electric Vehicle Experience (EVX) Ownership Study, with a score of 804 out of 1,000.

The Tesla Model Y follows at 797 and the BMW i4 at 795, rounding out the top three in the premium segment. Overall satisfaction among owners of new battery-electric vehicles reached its highest level since the study began in 2021.

🇺🇸 Small fleets in California can now stack two state incentives on the Tesla Semi, for up to $240,000 off a single truck:

The Clean Truck and Bus Voucher Incentive Project (HVIP) covers up to $120,000 per truck, and the new California Clean Fuel Reward (CCFR) adds another $120,000. Stacked on the roughly $290,000 Long Range Semi, that can bring the out-the-door price near $50,000.

'Large group of production Cybercabs, plus a few prototypes and some with “Cybercab” decal running test laps near Giga Texas in the sweltering heat, pictured above by Adan Guajardo.

🇺🇸 Tesla has started rolling out FSD V14 Lite to Hardware 3 (AI3) vehicles, delivering the long-awaited upgrade that brings much of the driving behavior and feature set from the Hardware 4 V14 stack to Tesla's older fleet.

The software is initially being released to AI3 early-access customers, with a broader rollout planned over the coming weeks.

Tesla VP of AI Software Ashok Elluswamy said the new software "distills" the driving behavior of the AI4 V14 stack into Hardware 3, adding destination options, speed profiles on city streets, and, most importantly, significantly improved safety.

Here are the release notes:

🇺🇸 The first detailed owner review of FSD V14 Lite is in, and it is glowing. Longtime Tesla Model 3 owner Zack (@BLKMDL3) pulled an all-nighter putting the new build through hours of driving across Los Angeles on a seven-year-old Hardware 3 Model 3, and came away saying the gap from the old v12.6.4 software is enormous, big enough that the car feels like a different system.

Zack's core takeaway is that V14 Lite carries the feel of the AI4 V14 stack, from its smoothness, its precision, to its decision-making.

And right on cue, Tesla shared video of a production Cybercab driving itself through Austin, with no steering wheel, no pedals, and a safety monitor aboard.

We’re also seeing ~70 Cybercabs sitting in a Dallas parking lot and 78 Cybercabs were seen here on a drone flyover in Houston, by Stephen Robinson, JR:

🇺🇸The U.S. National Highway Traffic Safety Administration has also begun rulemaking to remove the manual brake pedal requirement in vehicles designed to be driven only by automated systems — so far it would have had to be a part of the Cybercab even though it’s a fully autonomous vehicle.

Cybercab has been added to the Connected Autonomous Vehicles First Responder Interaction Plans page by the Texas Department of Public Safety.

There’s quite a lot to see here actually (a whole list here), I’ll pull some of the text out for you:

Cybercab includes an Active Hood that raises during certain pedestrian impacts to reduce injuries.

Cybercab has pressurized air canisters and cameras washers.

Identifying the Cybercab
“The Cybercab features distinct light bars, a unique form factor, large wheel covers, and a gold coloration. Notably, it has no side mirrors, and doors open via a button on the B-pillar.”

Inside the Cabin
“The Cybercab has two seats and is NOT equipped with a steering wheel or acceleration/brake pedals. The cabin is dominated by a large landscape touchscreen, and there is no glovebox.”

Disabling Autonomous Mode
“Autonomous Mode is disabled by a Tesla rep, after a safety critical event (like a collision), or when pulled over. When disabled, hazard lights flash rapidly (2x normal speed) and the doors unlock.”

Yielding and Pulling Over
“The vehicle uses cameras and sound detection to yield to sirens. If followed by a responder with lights/sirens, it pulls over, parks, disables Autonomous Mode, and initiates two-way communication with Tesla Support. Including an external microphone”

Safety Critical Events (Collisions)
“In a collision or airbag deployment, the vehicle stops, parks, flashes hazards rapidly, unlocks doors, rolls down windows (if airbags deployed), and connects to Tesla Support who can contact 911.”

Immobilizing the Vehicle
“Responders must chock the wheels because the vehicle moves quietly. Blocking a cabin door open prevents Autonomous Mode from re-engaging. Responders can also request immobilization from Tesla Support.”

“Cybercab test vehicles can occasionally include a steering wheel for manual operation. Tesla vehicles operate differently from many other vehicles. Tesla recommends that first responders who haven't operated a Tesla vehicle should familiarize themselves with the controls before attempting to drive the vehicle.”

And this was interesting, too:

“Cybercab Robotaxi can operate autonomously at all times of day and night, and under light and moderate precipitation such as rain, fog, and snow.

Cybercab Robotaxi does not accept new rides when extreme weather conditions are expected. If unexpectedly caught by extreme weather conditions, Cybercab Robotaxi is designed to pull over at the nearestsafe stopping location and park. Tesla Robotaxi Support is then notified and can recover the vehicle and/or passengers.”

SpaceX is closing in on Starship's Flight 13. The company fired up Ship 40 in a static-fire test at Starbase and posted footage of a roughly 15-second full-duration burn of a central Raptor 3 engine on June 26. Ship 40 and Booster 20 are the hardware now in flow for the next flight.

Nasdaq has officially announced that SpaceX will join the Nasdaq 100 early this week.

Grok keeps spreading into the tools people already use. xAI rolled out Grok for Microsoft Word, a free Microsoft 365 add-in that turns notes into drafts, rewrites text for clarity, and pulls web and X data straight into a document. Grok 4.3 also reached general availability on AWS Bedrock and Databricks for the enterprise crowd.

And now, Grok says you can use /goal for long-running autonomous task execution in Grok Build.

We love it when TBC shares videos.

Now they’ve uploaded three, with a caption

“Tunneling on a Wednesday night in Nashville.
Great rock. And a winning smile.”

Elon casually dropping what I think is outlining the Neuralink+Grok=Superhuman plans: