Before we kick it off — in case you missed it, I published a deep report on Tesla vs Robotaxi Industry, part II for all our Tesla Space Insiders. We’d love to have you with us!

Be the smartest person in the room. 1440 navigates 100+ sources to deliver a comprehensive, unbiased news roundup — politics, business, culture, and more — in a quick, 5-minute read. Completely free, completely factual.

Sign up now!

If you’d like to advertise to thousands of Tesla geeks in our Tesla Space newsletters with a relevant offer, do reach out via [email protected]!

There’s a lot to unpack here and to be frank, it (currently) even goes over my own head a bit.

Elon also dropped the casual follow-up: ”Oh, and it works in all AI4-equipped cars, so your car can do office work for you when not driving. We’re also deploying millions of dedicated Digital Optimus units in the field at Superchargers where we have ~7 gigawatts of available power."

Max de Zegher from Tesla Charging expanded on this plan:

"Tesla Charging teams will be helping to get Digital Optimus units energized.

Especially at long-distance Superchargers, we have large interconnections built for dependable travel on peak days, but sit mostly idle outside of holidays. We’re going to need a lot of compute and make efficient use of the grid through distributed compute."

… 7 GIGAWATTS?! Now we’ve know the build-out for the ~80k Superchargers have been large, but still, wow.

We’ve seen Elon play the compute play better than nearly all of the industry. He has talked of the cars being interference nodes before. So interesting to see Superchargers coming into play!

We’ll keep an eye on MACROHARD. And once I understand more, perhaps I’ll drop a deep dive on it if you guys want (let me know).

Elon says:

"Terafab Project launches in 7 days"

Related, likely: Joe Tegtmeyer shows a large plot of land next to Giga Texas and writes:

"So … am I going to need to get a more powerful drone? Massive construction site prep just north of the factory off Giga Texas property and now Elon hints at the start of the Terafab project in addition to a 10M/year Optimus factory & supporting facilities?

The scale of the area under development rivals that of the original site for the main factory building … something big seems to be underway here!”

PS! If you enjoy our work, you should join us as a Tesla Space Insider.

You’ll get Inside knowledge, Insider Alerts when something breaking happens, and a bunch of other perks.

Upgrade to Tesla Space Insider

Tesla Cybercab was shown in Austin for the SXSW event, along with Optimus. Tesla drove the Cybercab in (or …around?) in that glass box we've seen before, pulled by Cybertruck:

We learned a couple of new small details about the Cybecab, like Eric Earley, the lead engineer of Cybercab saying:

He also said elsewhere that "This combined with the door kinematics, a wheelchair can park parallel to the seat with plenty of room unlike traditional doors."

Cybercab will also have braille on both the interior door releases as well as the hazards button for blind/visually impaired people. The hazard button is also an emergency STOP button for the vehicle.

There were also new Robotaxi decals on the body which lit up, seen well in evening pics here:

Video: Tesla Cybercab new lights were powered, you can see team open frunk & flip the switch to power off the car in this video (while hiding what's under the hood).

Oh, and there’s an ambient lighting strip also running all across under the seats:

Tesla was reportedly using a phone to control the Cybercab when it was being put into position.

Here’s how the Cybercab charge port looks like now. I would not be at all surprised if a charge port does make it to production version of Cybercabs for the time being despite Elon saying it won’t have one (due to wireless charging), even if for a backup solution.

Optimus was there too. Here is a close-up video of Optimus’ hands when handing out water. The dexterity is crazy.

Video: Just like a human would. “Full Self Driving goes around huge wrecked tour bus, FSD handled it amazing! Went around completely off the road and through super bumpy grass / dirt”

Also just in, we get a little breadcrumb on the Cybercabs we’ve seen testing on the roads:

Tesla has released a new blog post, a deep dive with all you need to know, really, about Supercharger for Business. Here’s my favorite bit from there, detailing exactly what the business, whether it’s a gas station, real estate owner or even another charging network (as we’ve seen) gets or needs to handle:

U.S. Government has officially announced that Tesla and LG ​Energy have signed an agreement to ‌build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell factory in Lansing, Michigan, with a 2027 start of production.

Tesla Charging says: “Gigafactory New York built their last V3 Supercharger cabinet, marking the end to 15k+ V3 cabinets over 7 years. V4 cabinet line is ramping up!”

Tesla has enabled free Supercharging at these locations in the UAE, Doha and Saudi Arabia due to the ongoing conflict in the region.

Tesla Energy: Tesla can soon start supplying British homes with electricity after it was granted a licence on Thursday.

The country's energy regulator Ofgem said Tesla Energy Ventures, a unit of Tesla, had now been approved as an electricity supplier after a process which began last July.

Elon says: "xAI will catch up this year and then exceed them all by such a long distance in 3 years that you will need the James Webb telescope to see who is in second place"

For anyone interested, I calculated that this means the second place to xAI will be roughly 930,000 miles (1.5 million kilometers or ~0.01 AU) away in 2029.

He seems to mean it, too:

Elon also: "xAI was not built right first time around, so is being rebuilt from the foundations up. Same thing happened with Tesla.”

and

“Many talented people over the past few years were declined an offer or even an interview at xAI. My apologies, @BarisAkis and I are going through the company interview history and reaching back out to promising candidates."

xAI is also clearly going back into bulding it's coding features out, which Elon has admitted they are behind on, has SpaceX/xAI has just hired Jason Ginsberg and Andrew Milich, two senior leaders from Cursor.

Elon said on future builds: “By this weekend, xAI will have three Grok Build models in training simultaneously”

Elon on the OpenAI lawsuit: “Btw, the proceeds of any legal victory in the OpenAI case will be donated to charity. I will in no way enrich myself.”

SpaceX has officially crossed 10,000 active Starlink satellites in orbit tonight. Over two-thirds (66%) of all satellites currently in orbit are now SpaceX satellites.

Remember how I shared that Amazon has filed a formal petition calling on the FCC to deny SpaceX’s 1 million-satellite proposal for orbiting data centers, going as far to claim the project would "take centuries to deploy”?

Well, the FCC just officially fired back at the nonsense:

If you enjoy our work, you should join us as a Tesla Space Insider.

You’ll get Inside knowledge through our deep dives, Insider Alerts when something breaking happens, and a bunch of other resources along the way.

Upgrade to become a Tesla Space Insider