Welcome to the Tesla Space newsletter, our 124th issue.

Another week filled with action, let’s dig right in.

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

  • You can win a Tesla;

  • Signature delivery event is happening now;

  • SpaceX IPO prospectus drops, and we get a bunch of details.

  • FSD Supervised rolls out to the second country in Europe: Lithuania;

  • all 17 Robotaxi incidents unredacted;

  • SpaceX Flight 12 of Starship tomorrow;

… and lots more. Enjoy!

— Jaan

Today, I’m super happy to reintroduce you to a nonprofit action fund we had on here two years ago as well. It resonated back then, and I bet it will now, too — I don’t think I can figure out a better targeted win-win-win-win for all of us than this EV raffle.

TESLA SPACE 🤝 CHESEDCHICAGO

Win the EV of your dreams.

Choose from a Tesla, Rivian, Lucid (up to $80k), or take $50,000 cash instead.
Your pick.

This is the 12th Annual Tesla Raffle, and this year the prize pool includes some of the most sought-after electric vehicles on the road.

We at Tesla Space are a bit biased, of course, but we’ll forgive you if you drive off with the Rivian or Lucid.

Eleven lucky winners already. You could be number twelve, driving off in a brand-new, top-of-the-line EV.

Head to CCraffle.com to get your tickets. They were kind enough to give our readers a special deal, too: use the code “TeslaSpace” to get $25 off two tickets or $500 off fifteen.

There’s an Early Bird Special going on for a limited time only, deadline Monday, May 25th at 11:59 PM CT: Buy 2 or more tickets and you're automatically entered to win a new top-of-the-line smartphone, winner's choice of an Apple iPhone 17 Pro Max or Samsung Galaxy S26 Ultra (up to $1,299.99 value).

Most importantly, your ticket does two things at once: gives you a real shot at an amazing prize, and helps ChesedChicago keep running 80+ programs that support families in crisis, from food and furniture to job placement and more.

Plus, you can supercharge your entry for $10 per ticket to add a Tesla Wall Connector (including installation) to your prize if you win.

Only 9,999 tickets will be sold. Once they're gone, or the drawing date hits, that's it.

Go to CCraffle.com and use promo code "TeslaSpace" to get $25 off two tickets or $500 off fifteen:

Before we kick off, here’s our latest Tesla Space video: Tesla's New AI Airbag is Insane!

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

PS! If you enjoy our work, you should join us as a Tesla Space Insider. That’s where you get more of us.
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EVENT(S) OF THE WEEK

Source: Dani

Tesla is holding a Signature delivery event today for the new owners and select influencers at the Fremont Factory.

They’ll also livestream the event on X, you can tune in at 5pm PT, which is… checks notes… less than one hour from this email landing into your inbox!

Meanwhile, Josh West already spotted some of the Signature red’s:

Let’s see if the event turns out to show something new as well (khm, Roadster time?), or we’ll just see a feel-good delivery event with no new info. Either way, I’ll report back.

If there’s something truly breaking, I’ll of course also send out an Insider Alert for all our members, and will cover it in our newsletter next week.

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

Speaking of events, here’s something from Tesla for this and next weekend:

Tesla is hosting an Electric Summer party at select Tesla stores around the U.S. on May 23 and May 30, 2026.

And if you can’t access this one, I have something great for you for October where you absolutely can go: The X Takeover takes place in Giga Texas this year!

Quick rounds:

  • 🇰🇷 Tesla Model Y is making an impact in South Korea's used electric vehicle market: used EV transactions on Daangn Junggo Car jumped 120.4% year-over-year between March and April, more than double the 55.8% growth rate recorded across the broader used car market.

  • Legacy trucking companies, this time named Volvo and Daimler, aren't worried about the Tesla Semi, and they’d really like you to know that. Peter Voorhoeve, president of Volvo Trucks North America, was unequivocal when asked whether the Tesla Semi poses a threat to his business: “I don't think it's disruptive.”
    Our counterpoint: absolutely everything we are seeing in the industry points to quite the contrary.

  • 🇦🇺 Curious case — Tesla’s energy business in Australia did more in revenue in 2025 (AU$2.5M) than its vehicle business (AU$1.92B), despite Model Y again becoming best-selling.

  • Swedish police are increasingly turning to footage captured by Tesla vehicles as evidence in criminal investigations.

  • Here's a new 26-minute Forbes interview with Elon Musk.

  • Video tip: Blind Spot Warning Accent Lights feature from 2026 Spring Update on video.

  • Tesla has just increased Model Y prices in the U.S. for the first time in two years.

    New prices:
    Model Y Premium RWD: $49,990 ($1,000 increase)
    Model Y AWD: $49,990 ($1,000 increase)
    Model Y Performance: $57,990 ($500 increase)

ROBOTAXI, FSD & CHIPS

Tesla has received regulatory approval to deploy FSD Supervised in Lithuania, making it the second European country to activate the system following the Netherlands.

The rollout to customer vehicles begins in the coming days via an over-the-air software update.

Greece has stated that it wants to become the second European country to approve Tesla’s Full Self-Driving Supervised system. As per Greek Secretary General of Transport Stelios Sakaretsios: “Our goal is in the next bill of the Ministry of Transport to be the second country in the European Union that, by accepting the type approval in the Netherlands, gives the same possibility to Greek roads.”

Of course, now it’ll have to settle with third. And is racing against countries like Belgium that have also expressed they are interested in fast-tracking this.

From the Tesla announcement around Lithuanian FSD launch and the materials they sent us (rare, I know, love it when Tesla does PR), we also found that European drivers (well, Dutch drivers) have now logged more than 15 million kilometers (9.32 million miles) using Full Self-Driving (Supervised) since the system’s rollout began in the Netherlands last month. That’s up by 5M from what Tesla communicated 16 days ago when reaching 10M.

Meanwhile, there’s another FSD program going on, in Germany, that is probably less known:

A pilot program in Germany's Eifel region is using Teslas equipped with FSD (Supervised) software to transport students and senior citizens across rural communities where public transit options are limited.

The project involves the municipality of Arzfeld, the Bitburg-Prüm district, and Tesla Automation, and is believed to be the first shuttle initiative in Europe to operate Tesla FSD Supervised in real-world passenger transport.

Tesla has now shared unredacted federal incident reports covering 17 robotaxi-related crashes and minor contact events involving its supervised autonomous driving system in Austin and other test areas, offering one of the clearest looks yet into the company’s real-world robotaxi testing operations.

Despite some outlets framing the disclosures as a major safety controversy, the reports largely describe low-speed incidents such as curb scrapes, mirrors clipping fixed objects, tire damage, and cases where stationary Tesla vehicles were rear-ended by other drivers.

Several incidents involved Tesla vehicles that were stopped when another vehicle, scooter, bus, or pedicab made contact with them. Others included minor parking maneuvers, construction-zone contacts, or situations where safety monitors or teleoperators intervened.

We put all 17 incident descriptions here.

Of all the cases, this one seemed the weirdest:

So the teleoperator (the guy in some room with a steering wheel and monitors remotely operating the vehicle when needed as last resort), took over the car, drove it into a metal fence, and safety driver had no option than just sit and watch?

Another one, too:

FSD V14.3.3 is rolling out, and Elon says “FSD V14.3.3 is a banger”

Actually Smart Summon (ASS) in FSD V14.3.3 has a 33% faster top speed of 8 mph, up from 6mph before. Here’s a video of Sawyer testing it while being in the backseat himself.

FSD V14.3.3 also has a live counter right on the main screen that shows how many miles you’ve driven on FSD since your last intervention.

It resets back to zero when you disengage.

Tesla has reportedly submitted plans for a carwash dedicated for Robotaxis in Las Vegas. The permit, filed with Clark County on May 12th, describes "Tesla Center Cybercab Phase 2 Car Wash."

TESLA ENERGY

Tesla just opened a new 64-stall Supercharger site in Jean, Nevada, and I thought I should share it with you because it looks neat:

MUSKONOMY

SpaceX

Starship and Super Heavy V3 moved to the pad at Starbase for final testing and preparations for launch — Starship will (likely) fly tomorrow Thursday, May 21. The launch window will open at 5:30 p.m. CT.

SpaceX's IPO prospectus (S-1 filing) just went public. See the whole document here.

Lots to learn from it, and we’ll dig through it for next week’s newsletter.

The Anthropic (Claude) deal we talked about in the last newsletter, where SpaceXAI offered Anthropic to train on Colossus 1? This filing tells us that Anthropic has agreed to pay SpaceX $1.25 billion per month through May 2029 for AI compute capacity, with capacity ramping in May and June 2026 at a reduced fee.

Per my (and Grok) estimations, it took ~$12-$15B to build up the Colossus I. This deal here seems to mean Anthropic will be paying the same out every year, for the next three years. Now I get why Elon made the deal.

This part of the prospectus was crazy though. SpaceX writes:

We believe we have identified the largest actionable total addressable market [TAM] in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."

This was interesting, too:

Only SpaceX can ever-so-casually drop asteroid mining to their roadmap.

Also, we learned that Grok has 117 million monthly active users, and together with X.com users there are 550M. And X .com has 4.4M million active paid subscribers (Premium), and 1.9M paid Supergrok users.

xAI Grok

Last week I asked you a question. Thank you all for responding, here are the results:

WHICH AI DO YOU USE?

🟩🟩🟩🟩🟩🟩 Grok (52%)
🟨🟨⬜️⬜️⬜️⬜️ ChatGPT (19%)
⬜️⬜️⬜️⬜️⬜️⬜️ Claude (4%)
🟨⬜️⬜️⬜️⬜️⬜️ Gemini (13%)
⬜️⬜️⬜️⬜️⬜️⬜️ something else (reply with) (4%)
🟨⬜️⬜️⬜️⬜️⬜️ I don't use any AI (8%)

Wow, I guess you all are really a lot more aligned with the Muskonomy than I thought 😉 Here are all of your added comments — thank you all for chiming in!

Dr selected ChatGPT and said:

“I use "Alex" (ChatGPT avatar) for non-trivial questions about a range of subjects from investing ideas to general know-how. Some "conversations" last more than an hour, and the written record is copied and stored on my PC for future reference.”

Sherry selected Grok and said

“Ease of use and depth of information ”

Bob said:

“Co-Pilot and Perplexity”

S said:

“Chat GPT and Claude”

David selected Grok and wrote

“I've been using GROK for going on two years. I haven't had any reason to even consider trying another source. GROK is truly Divinely Sourced. David M”

Glen selected Claude and wrote

“I use Claude for in depth planning and code generation. I use Grok for quick answers, documentation lookup and internet search. -Glen”

T selected Grok and said

“GROK is my go to 🎯 Grok is the best why even bother with the rest? ”

T selected Gemini and said:

“I use gemini because it seems to always be the most factual and personable without losing the fact. Its ability to use personalization (refrencing past chats and memory) feels like it can keep up with you, when you can simply ask 'hey google' for things you are curious about at that exact moment, it slowly learns you, and the things you are naturally curious about.

This beats ChatGPT's memory and personalization, where sometimes it gets disoriented (at least on the free plans). This shows that the neural build and training of Gemini is simply built on another level (Similar to Grok). Gemini is also convenient for smart home features etc. (Grok is still on this level or above, just without the mainstream features like Gemini with wake words and smart home features on mobile, would be cool to see though!)”

J selected Grok and said:

“I actually use Google AI a lot for simple stuff, Grok for more intensive, and AI Seller support on Amazon for my skin care business, which has been a fantastic help in navigating listing compliance overhaul after many years of fractured policy change!”

P selected Grok and wrote

“I am forced ( by OS or platforms themself) to sometimes use other AI's but not by choice.”

Eugene selected “I don't use any AI” and wrote

“If I was to use any AI it would be GROK”

O selected Gemini and wrote

“Gemini is built into my Chromebook, and I never get too busy to try again later, as I did with Grok. Grok is amazing too.. ”

P selected Grok and wrote:

“I use free versions of Grok, Gemini and Chat GPT. Basic use of researching topics, suggesting investment strategies, interpreting articles that are out of my wheelhouse, etc. I’ve had some odd results, including dead wrong information, but can’t say more from one than another, although I don’t think from Grok so much. At any rate, careful to rely too heavily on their results.”

Gigi selected Grok and wrote

“I have Grok in my Tesla & on my phone. My phone is a Pixel and has Gemini installed, but I rarely use it. ”

Jakub selected “something else“ and said

“I use all, Claude, Gemini, Grok, ChatGPT probably in that order. If you are not using AI you are not breathing or eating.”

Bob selected Grok and wrote:

“None are perfect but love Grok”

As for me? Jaan said:

“I use ChatGPT, Claude and Grok, all on paid tiers (nature of my work).
I’ve found that ChatGPT has been best for writing tasks like contracts & discussing topics,
Claude has been brilliant via Claude Code and also for deep research, and
Grok has been best in surfacing real-time (or recent) events that others don’t quite catch. Also, Grok is the heavily unbiased one out of these.
Gemini has helped me with some images, like the Lithuanian flag-wrapped Tesla for the FSD announcement you saw above.

The Boring Company

Shared a video “The long journey of rock in Nashville”, showing a POV of the rock on the way out of the tunnel while boring.

COMMUNITY CORNER

That’s all we could fit in today’s email! We strive to be the most value-packed and concise Tesla-related newsletter out there. How did we do?

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We received a 97.06% ratio of thumbs up from you last week. Thank you 🙏
Here are a couple of your notes from last week:

Valerie said:

“Every week you find something new and interesting to write on. Great journalism, thank you”

Thanks, Valerie. We are lucky though, Tesla (and the space) is generating a lot to talk about!

C said:

“You've so far managed to avoid email clipping... First time in a while seeing a Tesla Space email getting clipped.”

Sorry for the mishap last week, C. I’ve been playing on the clipping edge every time actually, but have managed to steer clear… until last issue.

U said:

“Lots of good information. ”

T said:

“Love reading about the CUSP of technology”

Ari said:

“Nice read!”

Victor said:

“Plenty of good info I was not aware of.”

Thanks, all — I appreciate the kind words! See you next week for more,

— Jaan, Ted, and Sean.

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