
Welcome to the Tesla Space newsletter, our 118th issue.
This week has been slightly slower than usual in the Tesla and Elon realm, but I think I’ve still found enough entertainment for you for today. 🙂
Here’s what’s on the Tesla Space menu today:
Model S & X on the way out, price goes +$15k;
A real rocket debris hits a Tesla in Israel;
Q1 delivery numbers are in;
The NHTSA's probe into Tesla ASS has been withdrawn;
Tesla Q1 Supercharging network stats
Tesla Europe makes a great Supercharging joke
SpaceX files for IPO confidentially, public filing expected soon
… and lots more. Enjoy!
— Jaan

TESLA SPACE 🤝 RISE ROBOTICS
The Electrification of Heavy Machinery Has a Ground Floor
Tesla did it to cars. Now the same shift is coming for excavators, forklifts, cranes, and military equipment. The difference is that nobody has owned this moment yet — until RISE Robotics.
Their technology strips hydraulics out of heavy machinery entirely and replaces it with a patented electric actuator. No fluid. Full digital control. Built for the autonomous machines that are coming whether the industry is ready or not. The Pentagon is already a customer.
Last Round Oversubscribed. $9.7M in revenue already on the board. Dylan Jovine of ‘Behind the Markets’ spotted it early. The Wefunder community round lets anyone invest alongside institutional backers.
Before we kick off, here’s our latest Tesla Space video: Neuralink Just Did The Impossible
Done? Let’s get on with the Tesla Space news this week ↓
X OF THE WEEK

Inventory is closing out,
Tesla has also now raised the price on all remaining new and demo Model S and Model X vehicles left in inventory by $15,000. New starting prices for the new models are (they come with the Luxe package):
Model S AWD: $109,990
Model S Plaid: $124,900
Model X AWD: $114,900
Model X Plaid: $129,900
PS! If you enjoy our work, you should join us as a Tesla Space Insider. That’s where you get more of us.
Upgrade to Tesla Space Insider
TESLA NEWS
A Tesla Model Y in Israel sustained a hit from falling rocket debris, but its glass roof absorbed the impact without cabin penetration. The incident occurred on March 30 in Netanya during a rocket attack, according to the vehicle’s owner, who documented the damage on social media
“The glass roof took the full impact… It absorbed the blow and deflected the metal piece to the ground. In that moment, I realized: a Tesla isn’t just a car. It’s real security and a profound sense of trust, even in extreme situations.” — Lara Shousterman, Model Y owner

got hit

what hit it
This reminds me of the equally crazy Tesla vs. Meteorite story from Australia, where the Tesla even kept going on FSD while the driver was impaired from the impact with the glass.
Tesla Q1 numbers
Tesla Q1 sales numbers are in. Up 6% year over year.

These results mean Tesla is now again bigger than BYD in BEV sales, retaking the #1 spot in the world.
Tesla has jumped a lot in sales in March across Europe (including triple-up in 🇫🇷 France, double-up in 🇳🇴 Norway, same in 🇸🇪 Sweden, quadruple in 🇩🇪 Germany).
🇰🇷 Also in South Korea: Tesla just pulled off a historic first in South Korea. For the first time ever, the American EV maker has ranked as the #1 imported car brand on a quarterly basis, effectively shattering the long-standing dominance of players like BMW. Not just in EVs — across vehicles of all fuel types.
This was such great news, that even Elon himself reposted Sawyer’s post with our findings and article link (we worked for a while on that thumbnail there):

Model Y also leads the EV sales in 🇦🇺 Australia, and it also became the third best-selling vehicle of any kind there, with the only two ahead of it being the utes Toyota Hilux and Ford Ranger.
We also got Tesla Energy numbers for Q1, which, somewhat surprisingly, dropped YoY, at 8.8 GWh today. Here’s a great chart on the historical view in MWh deployed:

Quick takes:
The NHTSA's probe into Tesla ASS has been withdrawn.
Yes, we said it — U.S. regulators closed a probe into Tesla’s Actually Smart Summon (ASS) after finding incidents were rare and limited to minor, low-speed impacts.
“Out of millions of Summon sessions, a fraction of 1% resulted in an incident… Due to low incident occurrence and low incident severity, this preliminary evaluation is closed.”
— NHTSA
Tesla pushed back on a German investigation that found no evidence of illegal recording at its Giga Berlin facility, arguing in a statement that the contested incident may still have occurred. “Not very surprised… Creating a recording and saving it on a laptop was not the only technical possibility.” — Tesla statement says
Watch tip: Here’s a video of Tesla Semi driven through NY and Times Square by Current Trucking (which I assume was from their fleet or pilots).
Terafab: Tesla (no wait… SpaceX, no…. xAI, no…. all of them?) partners with Intel to help refactor silicon fab technology.
Click tip: Terafab now has a great new website that actually explains the mission: terafab.ai
“EVs and Espressos Tee” & “CyberDemitasse Espresso Set” are now available
…exclusively at Tesla Diner:
ROBOTAXI, FSD
FSD video that is spreading through the internets: a 34-second dashcam video shows the car braking precisely and navigating past a hazard-marked truck with Nevada plates amid zero visibility from a likely crash plume.
The thing is, although it handled the aftermath remarkably well, most people would likely see the plume of smoke and break BEFORE that. Some sources say however, that this was only Tesla AP taking over from a human. Nevertheless, impressive.
60 robotaxi-ready Model Ys were found parking in Phoenix, likely ahead of service rollout.

A FSD video: “A man walked straight into traffic in heavy fog/rain at 65+ mph. The Model 3 spotted him and swerved safely. Could’ve been fatal for both the pedestrian and my cousin driving. Insane reaction time.”
Elon quotes it with:
“Tesla self-driving saves a lot of lives – the statistics are unequivocal.
That doesn’t mean it’s perfect, of course.
Even when we improve safety 10X, saving 90% of the million lives lost in auto accidents every year, Tesla will still get sued for the 10% who did die. The 90% who are still alive mostly won’t even know that Tesla saved them.
Nonetheless, it is the right thing to do.”
OPTIMUS

TESLA ENERGY
Supercharger network Q1 stats are now published.
Tesla’s Supercharger network delivered a record 1.8 TWh of energy in Q1 2026, added 2,500 new stalls in the quarter (up 19% YoY), while total charging sessions rose 26% to 53 million. Tesla also sold 9,800 Tesla Diner milkshakes in Q1:

Despite rapid infrastructure growth, the Supercharger network is seeing higher usage per stall.
Internal data shows average global daily sessions per stall per day have increased from roughly 3–4 in 2019 to around 7–8+ in early 2026, indicating stronger demand and improved network efficiency.
The rise in Supercharger utilization can be seen in the graph:

At the same time, wait times in Superchargers have declined significantly over the years. The percentage of users experiencing delays dropped from peaks near 2–2.5% in prior years to approximately 0.5% or lower in Q1 2026.
Q1 2026 is already off to a good start in terms of energy delivered: annual energy delivery reached nearly 7 TWh in 2025, with Q1 2026 alone already accounting for 1.8 TWh, exceeding what the same network did for the full year of 2021.

Tesla Senior Director of Charging Max de Zegher added that Tesla interconnected 1.4 GW of “precision-located” Superchargers across more than 450 utilities over the past year.
Tesla also just reached its 80,000th Supercharger stall built, with a large site in France with solar & amenities

Here’s an actually good joke from Tesla's European Supercharging team:

Tesla opened a new Supercharger station in Wolfsburg, the true home of Volkswagen, and made good use of the irony with a friendly jab at VW ID. Series: the large white lettering painted on the ground reads “I’D CHARGE HERE.”
A real gem: we found a diamond shop in Florida that installed its own Tesla Superchargers:

Custom-branded Tesla Supercharger stations are being installed at a luxury retail site in Boca Raton, Florida. The installation includes four V4 Superchargers and a dual-port charging unit from ChargePoint.
The Superchargers feature exclusive branding tailored to the retailer, Diamonds by Raymond Lee (DBRL). The project is being deployed by EnviroSpark Energy Solutions, which is handling engineering, installation, and customization of the chargers.
MUSKONOMY
SpaceX
First Starship V3 flight now scheduled for May, not April anymore (Elon says it’s 4 to 6 weeks away, on April 3rd).
Just seen on filings: Flight 12 will be suborbital, but Flight 13 is written as orbital.
SpaceX vs Amazon rivalry (if you can call it that, it’s more of an elephant vs an ant currently) continues: SpaceX has filed a letter with the FCC, accusing Amazon of continuing to violate its approved orbital debris mitigation plan.
SpaceX IPO is the big thing everyone are waiting on (SpaceX has filed confidentially for an initial public offering), but Elon shut down some of the chatter about it being $2T valuation target:
“Don’t believe everything you read.
Bloomberg publishes bs.”
By the way, the confidential filing still means that the public filing will come after the feedback rounds within the SEC, so after its approval, we’ll get to see the S-1.
Neuralink
Brad, the “ALS cyborg” that got the title thanks to Neuralink, toured all Elon's facilities and wrote a lengthy newsletter post about it here.

Also on Neuralink, Elon says: "I am confident that Neuralink will restore hearing one day, just as we will restore vision with our Blindsight implant"

COMMUNITY CORNER
We’re done for today! We strive to be the most value-packed and concise Tesla-related newsletter out there. How did we do?
FEEDBACK: What do you think of today's issue?
Great feedback last week 97.56%) of you approved the newsletter. Thanks! ⚡
Let’s keep the feedback loop going! Here are some of the comments you left me this week:
Nall said:
“extremely informative. nearly 80 years old and growing quickly thru your newsletter. 2026 model Y is a godsend for older adults. this was science fiction when I read Asimov as a young person. ”
— I really, really appreciate you saying this. We’re glad we can be of service, and… Foundation series seems to be quite the predictor of the future, really. Hope we can skip the Cleons, though.
Allan said:
“Some great videos this week. Thanks from Canberra Australia ”
— Greetings to Canberra, Australia! 🙃
Model Y is doing quite well there as we saw today, as are EVs in general.
Bill said:
“Still need some feedback from Tesla on the possibility to convert my 2022 model 3 with FSD to the latest level software. I love this car and will buy a model S in the near future.”
— We do get it, there’s a lot of us waiting for the FSD upgrade for HW3 — we’ll keep you posted here whenever we get an update from Elon / Tesla.
A said:
“very educational ...love it”
— Thanks for learning in the Tesla Space University & make sure to join the class next Tuesday, too!
Didier said:
“Très intéressant et instructif merci ”
— Oh, wow, merci de m'avoir lu 🇫🇷
P said:
“Comprehensive ”
— … as all things should be.
See you next week for more,
— Jaan, Ted, and Sean.
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