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July 4th brings back this image every time, taken about… 32 years ago

🇺🇸 Tesla delivered 480,126 vehicles in the second quarter of 2026, up 25% year-over-year and 34% over Q1.

Production came in at 451,758, and Tesla deployed 13.5 GWh of energy storage.

Model 3 and Model Y accounted for 467,762 of the deliveries. “Other Models”, which essentially means just the Cybertruck now that Model S and Model X production has ended, added 12,364, nearly 40% more than the 8,822 produced as Tesla sells down the last S and X inventory.

The result obliterates Wall Street's expectations. Tesla's own company-compiled consensus, published on its IR page just last week, had analysts at a mean of 406,024 deliveries, so the actual figure landed about 74,000 vehicles (18%) above it.

🇺🇸 Tesla has officially launched the Model Y L in the United States, bringing its extended, three-row, six-seat Model Y stateside at last.

The US debut opens with a Limited Edition Premium AWD "Launch Series" trim priced at $61,990, and deliveries start in September-October.

The US Model Y L Launch Series, by the numbers:

Guess this turned out to be exactly what we thought it was:

Fun fact — new Teslas now drive themselves through the final "bumps, squeaks and rattles" validation track at the factory, VP of Engineering Lars Moravy revealed in an interview with Herbert Ong. While the car drives the course, its cabin microphones listen for assembly issues and report them back to the engineering team.

Tesla is even working on a specialized AI system called "Full Self-Hearing" to catch those imperfections automatically before delivery. The same interview covered Cybercab manufacturing too, with about 90% of its production line fully automated.

🇪🇺 Tesla posted higher June registrations across a string of European markets, another sign its regional sales are turning a corner, although coming from a low base last year. France sales rose about 105%, Sweden rose 56%, Denmark 39%, and Spain 5.6%.

🇨🇳 Tesla China sold 89,091 vehicles wholesale in June, its biggest month of 2026 and a 24.43% jump over a year ago, per China Passenger Car Association (CPCA) data released last Thursday.

The June figure edged May's 85,982 by 3.62%. For the full second quarter, Tesla China's wholesale volume came to 254,551 units, up 32.77% year-on-year, and the first-half total now sits at 467,949, a 28.39% gain.

Then, there were countries like:

🇺🇸 A Tesla Semi was involved in its first known fatal crash, on U.S. Highway 50 in Dayton, Nevada on June 28. The truck struck two passenger vehicles stopped at a traffic signal, killing two people and leaving a third with life-threatening injuries.

Preliminary statements gathered at the scene by the PD suggested the truck driver may have fallen asleep at the wheel. FSD for Tesla Semi couldn’t come fast enough…

🇺🇸 Remember our DEBUNKED story last week? Well, we were correct on that one. The Texas driver who blamed FSD for last month's fatal Katy crash has been charged with manslaughter. Harris County charging documents show he pressed the accelerator to 100% while FSD approached a left turn, overriding the system's speed control, and never touched the brake.

Apparently, prosecutors also recovered Google searches from his phone: “Tesla fsd not aggressive enough 2026,” “FSD is not aggressive enough for city driving,” and “Tesla fsd too timid.”

🇺🇸 Tesla has launched its Robotaxi service in Miami, Florida, its first market outside Texas and California. The company announced the expansion through its official Robotaxi account on X, fittingly in Spanish, and Miami now appears on Tesla's Robotaxi support page as an active service area.

The service zone covers a slice of the metro west of downtown, taking in West Miami, the Fontainebleau area, and Miami International Airport, and stretching roughly from the edge of Doral in the north toward the northern edge of Coral Gables in the southeast, at least based on our read of the geofence map. Rides use Model Y vehicles, with the front-left seat off-limits to riders.

The starting zone is a modest one at roughly 10 to 14 square miles (26 to 36 km²), focused on high-traffic, airport-linked routes before wider expansion.

The Robotaxi app also got a transparency upgrade: riders now get a notice when a dispatched car will have a safety driver aboard ("This ride will have a safety driver present in the driver's seat"). Safety drivers currently feature only in the Bay Area, with Dallas, Houston, and now Miami running fully unsupervised, and Austin on a mixed fleet.

🇺🇸 A production Cybercab was spotted rolling through Austin in a full patriotic wrap for the United States' 250th Independence Day: stars and stripes down the sides, warplane-style shark teeth on the nose, a Lone Star on each gold wheel cover, and a "Made in Texas" stamp on the sides and rear. Drone operator Joe Tegtmeyer caught more angles of it at rest. This particular unit is a validation build, steering wheel and human driver included.

The Tesla app now shows in real time when FSD is driving. With app version 4.58.5 and vehicle software 2026.20.6.1, the app displays a "Self-Driving" label and the glowing blue navigation path while FSD is active, as spotted by Jordan Camina on his Hardware 3 Model S.

The same app version also hints that Tesla plans to use the cabin camera to verify who is behind the wheel before enabling FSD.

Tesla also confirmed FSD V14 Lite is headed to international markets, following last week's Hardware 3 rollout in the US.

The Tesla Supercharger network delivered a record 2.0 TWh of energy in the second quarter of 2026, up 30% year-over-year, according to the official Tesla Charging account on X. The network also opened around 2,700 new stalls in the quarter, a 17% year-over-year increase in its footprint.

I also like how theyve shown the Site Maps live now, a significant 5k there with 58k stalls mapped. That’s almost ¾ of it’s global network.

Quarterly charging sessions climbed 32% year-over-year to 60 million. The network also saved 934 million liters of gasoline and avoided 3.8 billion kg of CO2e over the three months.

Elon posted a photo of himself with the Optimus production team at the Fremont factory, where the old Model S and Model X assembly space has been converted into the Optimus Gen 3 production line. The conversion took roughly four months, with new modular equipment and dozens of sub-lines for actuators, batteries, and other components, a timeline Elon called "insanely fast."

He also tempered the ramp expectations in a reply the same day:

"No, Optimus production will be extremely slow at first, as everything is new. This is not like making a car."

Limited production on the Fremont line is slated to begin in late July or August, with the robot counting roughly 10,000 unique parts. The line targets an eventual capacity of 1 million units per year, with a much larger Optimus factory under construction at Giga Texas.