Welcome to the Tesla Space newsletter, our 132nd issue.

Sorry for the delay this week. I was flown into Munich, Germany, to witness a Chinese EV maker called XPeng launch their newest model, L03, right in the German auto home turf. Tesla, with Giga Berlin supplying Europe with Model Ys, could also be considered a German automaker.

I had some alone-time with this new model before its launch, and I have to say — compelling vehicle at a great price point against most competition here in Europe, but won’t beat Model Y in most key aspects (my own opinion, of course). There’s a reason the Y keeps its #1 spot worldwide even today.

Meanwhile,

Here's what's on the Tesla Space menu today:

  • Tesla launches in Latvia and in Uruguay

  • the AI5 chip tape-out scoop;

  • Tesla still owns half of America's EV market;

  • in China, the Model Y outsold everything on wheels, gas included;

  • a camouflaged Model Y L lapping the Nürburgring;

  • a wheelchair-accessible Robotaxi is officially in the works;

  • the Tesla Impact Report;

  • Starship Flight 13 stops at T-0;

… and lots more. Enjoy!

— Jaan

TESLA SPACE 🤝 TESLA SPACE

yes, you read that right. I thought I’d use this space this week to not bring you an offering from a partner, but rather one of our own.

You see, there’s actually a lot more to Tesla Space than this free newsletter I send you weekly. And I’m not talking about the videos.

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First up, our latest video, give it a watch: Why Thorium Is About to Change The World

This one is really interesting, as the Tesla Space team traveled to Copenhagen Denmark to see the future of nuclear power:

Done? Let's get on with the Tesla Space news this week


X OF THE WEEK

It’s true. Tesla officially added its third Latin American country!

Tesla didn’t stop there, though. Just today, Tesla’s PR in Europe sent me an email that they officially announced they are entering Latvia, with a pop-up store launching in Riga in August. Funnily enough, that’s the closest-ever Tesla launch to where I live, as the Latvian capital is closer to me than my local Estonian one.

we just had to do our flag-wrap thing for this

TESLA NEWS

🇺🇸 Per Cox automotive data (which I’ve found to be the most accurate and thorough for the US market), 247,226 battery electric vehicles were sold in the United States during the second quarter of 2026, with Tesla accounting for more than half of the market despite a year-over-year decline in deliveries.

Tesla delivered an estimated 124,800 vehicles during the quarter, giving it a 50.5% share of all U.S. EV sales. While Tesla’s deliveries fell from a year ago, no competitor came even close to matching its scale.

Source: Cox Automotive

🇨🇳 The Tesla Model Y also took the top spot as China's best-selling passenger vehicle of any fuel type in June 2026, with 38,654 retail registrations, as per data from industry tracker Yiche.

The Model Y starts at 263,500 yuan (about $38,800) and tops out near 313,500 yuan ($46,100), making it by far the priciest model in the top 10. Every other entry starts under 250,000 yuan ($36,800), and four of them start under 100,000 yuan ($14,700).

image from carwow

🇩🇪 A camouflaged Tesla Model Y L prototype has been spotted testing again at Germany's Nürburgring, hinting at a European launch for the long-wheelbase, six-seat crossover SUV.

It's not the model's first sighting there. The Model Y L was first caught at the Nürburgring in August 2025, ahead of its eventual September China launch. Nearly a year later, it's back on the same track, lightly camouflaged at the front and rear with the middle of the body left exposed.

🌍 As promised last week, the 2025 Impact Report follow-up.

The report covers Tesla's full ecosystem, EVs, energy storage, solar, manufacturing, and AI, and leads with one number: Tesla says its customers kept nearly 37 million metric tons of CO2e out of the atmosphere in 2025 alone, roughly equivalent to the annual energy use of 5 million homes.

Model 3's rear-wheel-drive trim starts at $36,990, well under the $49,353 average price of a new car in the US, per the report. Tesla credits that gap to manufacturing at scale.

The Model Y RWD also undercuts mass-market gas SUVs on total cost of ownership over five years and 60,000 miles, including depreciation, insurance, maintenance, and fuel. As per Tesla, the Model Y RWD costs $0.77 per mile to run, while the Toyota RAV4 costs $0.81 per mile, the Hyundai IONIQ 5 costs $0.85 per mile, and the BMW X3 costs $1.15 per mile.

The report also puts real numbers on FSD (Supervised) safety for the first time: drivers using it see 8x fewer major collisions than the US national average:

  • 8x fewer major collisions

  • 7x fewer minor collisions

  • 6x fewer off-highway collisions

FSD Supervised is also more efficient: Tesla sampled 65 million miles of real-world driving in 2025 and found FSD-engaged trips used 5% less energy than the same distance driven manually, with the efficiency gain peaking in the 25-55 mph range typical of city and suburban driving.

Cybercab is where the emissions story compounds. With full autonomy and maximized ride-hailing, Tesla projects Cybercab will avoid nearly twice the GHG emissions per mile of a Model 3 or Model Y. The logic, in addition to the actual real teardrop shape of the Cybercab, a personal car sits parked most of the time, Tesla puts average use at around 10 hours a week, while a Cybercab keeps working.

A new reaction injection molding process for Cybercab injects paint during the molding step itself, cutting cycle times from hours to minutes. Tesla says that cuts manufacturing and supply chain emissions for those parts by 35% and eliminates paint VOC emissions entirely.

On the energy side, more than 213,000 Powerwall units were enrolled in Tesla's virtual power plant programs by the end of 2025, delivering over 20 gigawatt-hours back to local grids, while Powerwall and solar owners saved over $1 billion on energy costs in 2025.

On the people side, Tesla says it has created nearly 135,000 jobs globally as of 2025. Its ASTM-standard injury rate dropped from 3.6 in 2021 to 2.3 in 2025, even as employee safety-suggestion submissions grew more than 15-fold over the same period, to roughly 758,000 a year.

Quick rounds:

  • 🇺🇸 The Model Y L has started arriving at select US showrooms. No demo drives yet, but you can sit in and poke around.

  • 🇺🇸 The Semi fleet keeps growing: ATC Logistics ordered 20 Tesla Semis for Forum Mobility's Rancho Dominguez depot, QX Logistix lined up another 20 there, and Paper Transport is testing the Semi Long Range on dedicated Chicago routes.

  • 🇦🇺 Driva launched Guaranteed Future Value financing for Tesla buyers in Australia, locking in a minimum resale value upfront.

  • 🇺🇸 Tesla Manufacturing posted a 46-day time-lapse teardown of the old Model S and X line at Fremont, now home to the Optimus Gen 3 line. "Big shoes to fill, but I'm confident Optimus will not disappoint!", replied Tesla's AI chief Ashok Elluswamy.

  • Tesla will report Q2 earnings on Wednesday, July 22. We'll break the numbers down, and drop any breaking news to our Tesla Space Insiders, as usual.


ROBOTAXI, FSD & CHIPS

The AI5 scoop

I happened to stumble upon something really big last Saturday. I found, as I often do, someone on my network on LinkedIn that had shared a bit of an update.

Screenshot by me at EVwire of the now-deleted post

Niche news but still interesting to Tesla geeks, I thought, and shared it on X with an explainer. 300k views later (and 500k on the quote posts like Sawyer’s), this news had spread through a lot of large media outlets, somehow especially much so in all of major Korean news. I should have made my article about it much sooner but somehow couldn’t see this blow up so much!

Then, James Kim deleted the post. It seems I blew it wide open and Tesla went and said “nuh-uh, keep it quiet please”. The same thing has happened with my reports before, too.

But we got what I think is confirmation that it was indeed correct info. Elon Musk himself liked my post on this:

Now, here’s what the post from James itself actually meant.

In April, Elon shared that Tesla has reached the milestone of AI5 design tape-out. That means the design is ready and clear, and can enter fabrication.

That chip, which Elon says will be one of the most-produced chips in the world (it’ll go into Optimus, Tesla datacenters, and likely into its vehicles too), will be produced simultaneously by TSMC and Samsung.

And that means each of these had to complete their own specifications for the design and create tape-out — which is what we now saw. So the AI5 is bound for volume production at Samsung's Taylor, Texas fab on the company's latest 2nm process.

Anyway, you are now the only people who know the backstory of that whole AI5 Samsung chip tape-out thing.

A wheelchair-accessible Robotaxi

🇺🇸 Tesla told DC lawmakers on Monday that a wheelchair-accessible robotaxi is officially in the works, though the company gave no timeline for its arrival.

The confirmation came from Tesla Senior Policy Advisor India Herdman during a DC City Council hearing on a contested bill that would let robotaxi services operate in the District.

"We are in development for a purpose-built, wheelchair-accessible autonomous vehicle. […] We know that paratransit can be very difficult, and people who are confined to wheelchairs permanently should still be able to move around freely, so that is an active product being built by Tesla in Texas."
— India Herdman, Senior Policy Advisor at Tesla

New Jersey's robotaxi bill

Cameras and AI only, which is exactly what the bill takes issue with

🇺🇸 New Jersey's Senate and Assembly committees have advanced bill S.1677/A.3968, which would set new hardware rules for the state's first autonomous vehicle pilot program.

The bill states that any fully driverless robotaxi would need a camera system plus two more, physically distinct sensor types built to keep working if the cameras fail, on top of 50,000 supervised miles logged on New Jersey's own roads before a company could drop its safety driver.

Tesla's Cybercab and its current Robotaxi fleet run on cameras and artificial intelligence alone. That would make them illegal to run driverless in New Jersey under the bill as written.

FSD UPDATES

Announced by Tesla EMEA on X

🇪🇺 Tesla owners in the Netherlands, Estonia, Belgium, Lithuania, and Denmark have now driven a combined 50 million km (about 31 million miles) using FSD Supervised.

The jump is a big one.
Tesla's European FSD Supervised fleet crossed 20 million km (12.4 million miles) roughly 7.5 weeks ago. That means owners have added around 30 million km (18.64 million miles) in under two months, more than doubling the cumulative total in that stretch.

Stateside, FSD v14.3.5 is rolling out with software 2026.20.6.6, bringing the newest FSD build to the 2026.20 branch. The update adds dashcam clip encryption, parental controls that can block Browser, Theater, and Arcade, and a camera preview you can open at any time.

FSD Story: Tesla also shared the story of a 93-year-old owner who had started going out less on her tiring daily drives, and now takes herself to appointments, errands, and family road trips with FSD Supervised.

Robotaxi quick hits

  • 🇺🇸 The Austin Robotaxi Hub now has a cleaning robot built into the facility: a permit lists it in the scope of work alongside Superchargers and an equipment inspection system.

  • 🇺🇸 Tesla confirmed the new Miami fleet is running fully unsupervised, no safety driver aboard.

  • 🇺🇸 The Cybercab has started giving employees rides at Giga Texas, for now within the parking lot.

  • 🇺🇸 Model Y robotaxis now project a Robotaxi logo on the ground from new door projection lights.


MUSKONOMY

SpaceX

🇺🇸 Starship Flight 13 got all the way to T-0 on Thursday evening before the count aborted automatically, with four of the Super Heavy booster's engines failing to ignite. Two Raptors will be replaced, and the next attempt is expected early next week.

"Some of the engines didn't start, triggering an automatic launch abort. Now offloading propellant. Next launch attempt hopefully in a few days."
— Elon Musk, on X after the abort

The FAA had closed its review of May's booster mishap on Monday, clearing the flight. When it does fly, Flight 13 is the second Version 3 Starship, on 33 Raptor 3 engines, carrying 20 of the new Starlink V3 satellites. Six of those satellites carry cameras pointed back at Starship's heat shield, and some tiles have been painted white to simulate missing ones during reentry.

VIDEO TIP: While waiting for the retry, check out the episode #2 of SpaceX's Starship docuseries, with some really impressive engineering views.

SpaceX unveiled its Starlink V5 terminal: speeds of 375+ Mbps from a dish that is 48% smaller by area and 62% lighter than the V4, drawing just 35 to 50 W.

COMMUNITY CORNER

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Thumbs-up ratio of 98.15% last week. Trending the right way! 🙏

Here are a few of your comments:

John said:

"Hands down best website for getting the skinny on anything/everything relating to Tesla and its relationship to all of the other incredibly strategic world first breakthroughs occurring on daily basis in Elon Musk's world; thank you so much!"

— This one goes on the fridge, wish we had a physical office. Thank you, John! 🙏

J said:

"Excellent summary of Tesla news, including rising sales everywhere. The Tesla Y L and Optimus news also."

— Always fun when we can also celebrate the upswing. Thank you, J!

David said:

"Thanks as always. No sign of the software upgrade yet for FSD V 14. I will probably trade in my 2020 P model 3 for a New Model Y Performance or the L model."

— The V14 Lite rollout is still working its way through the HW3 fleet, so hang in there if you can. However, the MYP will surely be a proper upgrade so… if you do get it, send us pics!

Kevin said:

"I just can't read this newsletter. Very hard to read."

— Sorry to hear that, Kevin. If it's the layout, the length, or something else, hit reply and tell us what's getting in the way. We read every reply here, trying to understand what’s up.

Roger said:

"It is always interesting reading this report after the fake news reports. The difference is staggering. Keep up the good work."

— So much of those fake reports get massively amplified, too. Thanks, Roger!

Mark said:

"Informative as usual."

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N said:

"Good, but not up to the usual standard"

— We do miss the mark occasionally… it seems the last issue was an outlier, as C said something similar. We’ll try to review, and do let us know what you thought of today’s.

Gail said:

"Very concise and easy to read/view."

— Thanks, Gail, exactly what we’re going for!

Brent said:

"A lot of interesting facts."

— Thanks, Brent. Tesla & Elon do make it quite easy to bring out interesting developments. 🙂

Pat said:

"Interesting to see what's going on with all the companies and the self-driving cars"

— Honestly, I feel the robotaxi race alone could fill an issue a week at this point.

See you next week for more,
— Jaan, Ted, and Sean.

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