Uploaded April 2026 | Updated September 2026, 2 weeks ago
Tesla robotaxis are now operating in Dallas and Houston, bringing the total to 4 cities (Austin, San Francisco, Dallas, Houston)
Elon Musk projects dozens of major cities by end of 2026 covering "between a quarter and half of the United States"
Morgan Stanley estimates the US robotaxi market at $1-2 trillion annually, and even at 25% penetration, revenues could hit $250-500 billion per year
The expansion depends on regulatory approval, and Musk has historically been overly optimistic on timelines
Analysts expect $0.33 EPS vs $0.27 last year (+175% year-over-year), with revenue projected at $21.4B
Prediction markets price a 66.5% miss probability, meaning a beat could trigger outsized stock gains
Gross margin is the critical metric to watch – Tesla rebuilt automotive gross margin to 20.4% in Q4 2025, but tariffs and elevated operating expenses (up 50% YoY) remain pressures
Q1 deliveries of 358,023 vehicles missed analyst consensus of 365,645, but still up 6% YoY
24.3 GW of new battery storage will come online in 2026, up from 15 GW in 2025 – representing exponential growth
Texas leads with 48% of new storage (12.9 GW), followed by California (3.4 GW) and Arizona (3.2 GW)
Solar + storage account for 79% of all new grid capacity in 2026 (86 GW total), with renewables at 93% of new utility-scale capacity
Major projects include Lunis Creek BESS (621 MW) and Clear Fork Creek Solar & BESS (600 MW) in Texas
Lucid secured $550M from Saudi PIF + $200M from Uber with agreement to buy 35,000 Gravity robotaxis
Lucid launched new CEO and is racing to launch mid-size Cosmos and Earth EVs to compete with Model Y and Ioniq 5
Rivian's R2 mid-size SUV deliveries expected "this spring" – critical make-or-break moment for the company
Slate raised $650M Series C for its ~$25,000 bare-bones electric pickup truck (crank windows, no infotainment, convertible truck/SUV)
EV sales fell to 6.5% of US market in Q1 2026 (lowest since early 2022) after $7,500 federal tax credit expired September 30
Kia launching lower-priced EV3 in US later this year; Subaru unveiled 7-seat "Getaway" EV SUV
Nissan CEO blunt: "When you look at the EV market right now, there's no demand" – market dropped substantially
Rising gas prices sparking renewed EV interest, especially in California where fuel costs are highest
Tesla robotaxis are now operating in Dallas and Houston, bringing the total to 4 cities (Austin, San Francisco, Dallas, Houston)
Elon Musk projects dozens of major cities by end of 2026 covering "between a quarter and half of the United States"
Morgan Stanley estimates the US robotaxi market at $1-2 trillion annually, and even at 25% penetration, revenues could hit $250-500 billion per year
The expansion depends on regulatory approval, and Musk has historically been overly optimistic on timelines
Analysts expect $0.33 EPS vs $0.27 last year (+175% year-over-year), with revenue projected at $21.4B
Prediction markets price a 66.5% miss probability, meaning a beat could trigger outsized stock gains
Gross margin is the critical metric to watch – Tesla rebuilt automotive gross margin to 20.4% in Q4 2025, but tariffs and elevated operating expenses (up 50% YoY) remain pressures
Q1 deliveries of 358,023 vehicles missed analyst consensus of 365,645, but still up 6% YoY
24.3 GW of new battery storage will come online in 2026, up from 15 GW in 2025 – representing exponential growth
Texas leads with 48% of new storage (12.9 GW), followed by California (3.4 GW) and Arizona (3.2 GW)
Solar + storage account for 79% of all new grid capacity in 2026 (86 GW total), with renewables at 93% of new utility-scale capacity
Major projects include Lunis Creek BESS (621 MW) and Clear Fork Creek Solar & BESS (600 MW) in Texas
Lucid secured $550M from Saudi PIF + $200M from Uber with agreement to buy 35,000 Gravity robotaxis
Lucid launched new CEO and is racing to launch mid-size Cosmos and Earth EVs to compete with Model Y and Ioniq 5
Rivian's R2 mid-size SUV deliveries expected "this spring" – critical make-or-break moment for the company
Slate raised $650M Series C for its ~$25,000 bare-bones electric pickup truck (crank windows, no infotainment, convertible truck/SUV)
EV sales fell to 6.5% of US market in Q1 2026 (lowest since early 2022) after $7,500 federal tax credit expired September 30
Kia launching lower-priced EV3 in US later this year; Subaru unveiled 7-seat "Getaway" EV SUV
Nissan CEO blunt: "When you look at the EV market right now, there's no demand" – market dropped substantially
Rising gas prices sparking renewed EV interest, especially in California where fuel costs are highest
