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Elon Musk’s Boring Company extracts TBM segments as tunnel debut nears
On November 27, a large crew of Boring Company employees and contractors converged upon the company’s Praire Avenue work site, home of a number of recent milestones for the tunneling startup’s 2-mile long test tunnel situated beneath Hawthorne, California. Just a handful of blocks away from SpaceX’s main rocket factory, The Boring Co. completed the removal of its first tunnel boring machine (TBM), allowing the company to begin cleaning up the site, preparing it for the installation of a brand new elevator shaft capable of transporting vehicles or custom sleds into or out of the tunnel.
The extraction of Godot, the tunneling startup’s first TBM, was shared by the company on its official Twitter account. Godot is a conventional TBM, and during the company’s information session earlier this year, Elon Musk noted that the machine would be succeeded by Line-Storm, which is “essentially a hybrid between a conventional boring machine and Proof-Rock, a fully Boring Company-designed machine.” Being electric-powered, Proof-rock is expected have 3x more power and operate 10-15x times faster than Godot.
Godot (our 1st TBM) is out of the ground! Getting excited for Hawthorne test tunnel opening in a few weeks pic.twitter.com/5DF2sDtmIo
— The Boring Company (@boringcompany) November 28, 2018
On the same day as the TBM removal began, news broke that The Boring Company had settled with a number of Los Angeles-based complainants and chosen to cancel a proposed extension of the test tunnel expected to run under Sepulveda Boulevard. Counter to a narrative coming out of several media outlets that TBC had effectively canceled an important tunnel against the company’s will, Elon Musk clarified that the actual explanation for the change in plans was largely positive, with the company believing that it no longer needs additional practice thanks to experience gained through the construction of its first test tunnel.
Instead of pursuing the Sepulveda tunnel extension, The Boring Company instead believes that it can and should move directly to a more ambitious network of tunnels to crisscross subterranean Los Angeles, known as the Dugout Loop thanks to the inclusion of Dodger Stadium as a primary destination.
This is completely backwards. Based on what we’ve learned from the Hawthorne test tunnel, we’re moving forward with a much larger tunnel network under LA. Won’t need a second test tunnel under Sepulveda.
— Elon Musk (@elonmusk) November 29, 2018
Amidst the Boring Company’s preparations for the December 10 opening party of its Hawthorne test tunnel, the site of the Prairie Ave pit, which is expected to be the location of the Boring Company’s prototype garage-elevator concept, has shown lots of activity. Just recently, Teslarati photographer Pauline Acalin was able to capture images of multiple semi-trucks loading and transporting extricated TBM segments.
Based on the photographs we acquired, dozens of employees and/or contractors were present during the TBM extraction. The removal and transportation of the TBM segments from the Prairie Ave. pit appear to have been completed in ~24 hours from start to finish as well, as other members of the Teslarati team who visited the area not long after the photos were taken noted that the boring machine segments have already been transported elsewhere when they arrived.
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- The Boring Company began removing Godot, its first tunnel boring machine, on Nov. 27 and completed the removal the following day. (Pauline Acalin)
The Boring Company began removing Godot, its first tunnel boring machine, on Nov. 27 and completed the removal the following day. (Pauline Acalin)
The extraction of Godot from the Prairie Ave. site bodes well for The Boring Company’s planned operations in the future. Conventional tunneling practices, after all, usually involve leaving expensive TBM components such as the cutting head underground after work is complete due to high costs associated with their retrieval. In classic Elon Musk fashion, the Boring Company has opted for reusability instead, seemingly using its prototype garage-elevator concept as an exit point for its TBM segments.
The experience gained by The Boring Company in its Hawthorne test tunnel would help the tunneling startup tackle its most ambitious project to date — Chicago’s upcoming downtown to O’Hare high-speed transport line, which is expected to break ground as soon as the project’s permits are completed. Updates about the Chicago project have been scarce so far, though photographs taken by Teslarati photographers suggest that a gantry for the Chicago tunnel line, as well as what appears to be a next-generation TBM, is under construction.
Here’s a little video we made to commemorate our work covering The Boring Company.
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.
Credit: TESLA
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.
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
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
