News
Audi targets Tesla owners in e-tron marketing push, blocks Supercharger in the process
It appears that Audi is putting the pedal to the metal with its efforts at promoting its first all-electric SUV, the e-tron. One of these initiatives, which has been shared online, is notably bold, with the German carmaker bringing the e-tron over to Supercharger stations in what appears to be an attempt at persuading Tesla owners to shift to the 204-mile, five-seater SUV.
Reports from the electric car community in Germany have noted that Audi has been placing promotional merchandise at Tesla Club tables during exhibitions. Demo units of the e-tron are also being parked at select Supercharger stations. One promotional Audi e-tron unit was even photographed blocking a Supercharger stall, similar to how anti-EV drivers “ICE” an electric car charging station.
While forms of guerilla marketing are common, Audi’s strategy this time around is questionable at best. EV charging ethics aside, it would be unwise for Audi to promote the e-tron at Superchargers because the vehicle has subpar range compared to any of Tesla’s current offerings. With a 204-mile EPA rating, the e-tron has less range than a Model 3 Standard Plus, or even a 2012 Model S. Thus, by placing the e-tron at Superchargers, Audi could risk highlighting the e-tron’s range disadvantage to potential customers.
Apart from this, Audi does not have its own charging infrastructure. The e-tron is capable of rapid charging, but the vehicle relies on third-party solutions for long-distance travel. Tesla’s Supercharger Network, on the other hand, has expanded to such a degree that long trips are practically effortless. Audi’s marketing team then has a very challenging task: persuading Tesla owners to abandon the Supercharger Network for something inferior.
Apart from occupying Tesla Superchargers, reports from the electric car community in Germany have also noted that Audi has been calling Tesla owners and former Audi drivers to offer them an extended test drive with the e-tron for two days including 1,000 km (620 miles). What is rather interesting is that customers who accept Audi’s offer are reportedly asked if they would be willing to give comments about their experience in the all-electric vehicle. Audi is reportedly also asking if they could send over a photographer to document the test drive as well.
In a way, it is unfortunate to see Audi adopt such tactics to promote the e-tron to potential customers. Being an all-electric car, after all, Audi’s goal with the SUV must be to reduce the number of gas and diesel-powered vehicles on the road. The company would not be able to do this if it just focuses its efforts at Tesla drivers, who are already driving all-electric cars. That simply misses the whole point of the EV transition.
And that’s a shame. Apart from its subpar range and unexciting acceleration (or as Consumer Reports calls it, a “more elegant pull-away”), the e-tron is not a bad electric vehicle by any means. It’s vault-like quiet inside, and it has a luxurious interior that would likely be enough to encourage die-hard traditional car fans to consider shifting to electric. There’s a portion of the car buying public that will never consider Tesla due to a myriad of reasons, and that’s exactly the demographic where the e-tron could dominate. Unfortunately, Audi doesn’t seem to have its sights set on the right target just yet.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
