American electric car startup Lucid Motors drove its “Lucid Air” prototype from its headquarters in Silicon Valley to Los Angeles and back, an 800-mile journey, on just two charges.
Lucid Motors was established in 2007 and aimed to create high-performance electric vehicles. After unveiling the Lucid Air in December 2016, the company has fine-tuned its first vehicle for the last three-and-a-half years, ensuring it will be able to compete with Tesla’s current industry-leading cars. It plans to begin production of the Air this year. Also, it expects to use its single flagship store located near its Silicon Valley headquarters to initiate a direct-to-consumer sales experience.
The Lucid Air is a dual-motor electric vehicle with 1,000 total horsepower and an estimated top speed of 217 MPH. Beyond performance, the team at Lucid set out to challenge itself on achieving 400 miles on a single charge in long-range mode. Tesla’s Long Range Model S is currently the only vehicle that has an EPA estimated range that nears 400 miles.
The vehicle’s trip was documented by a few members Lucid’s team and released in a new video that recorded the nearly 800-mile journey that consisted of stops for a photoshoot at the Santa Monica Pier, and a few strolls down some of Los Angeles’ most notable streets.
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- Credit: Lucid Motors
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- Credit: Lucid Motors
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- Credit: Lucid Motors
Lucid’s long-range journey would take the vehicle from the company’s headquarters in Newark, California, just West of Fremont, where Tesla’s main production facility is located. After leaving Northern California, the trip took the vehicle through a vast array of elevations, traveling down the iconic California coastline on Pacific Coast Highway 1.
The trip home would bring the vehicle through the Tejon Pass, a stretch of road in both Los Angeles County and Kern County that sits 4,144 feet above sea level. After the car arrived back in Northern California, it was met by Lucid CEO and former Tesla VP of Engineering Peter Rawlinson, and two Air vehicles traveled across the Golden Gate Bridge back to the company’s headquarters.
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- Credit: Lucid Motors
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- Credit: Lucid Motors
The Lucid Air managed to complete this trip with only two charges, one when beginning the trip and another from an overnight charge after the driver and passenger completed the photoshoot in Santa Monica. The roughly 400 miles per leg trip was completed while utilizing 2170 lithium-ion battery cells from both Samsung SDI and LG Chem, the latter being the same as Tesla uses in its Model 3. The 2170 cells are more energy-dense and more cost-effective than the 18650 battery.
Nevertheless, Lucid’s journey from one end of California to the other has proven the automaker could become a real player in the electric vehicle industry. As many companies who are transitioning to electric vehicles struggle with range in their cars, Lucid has managed to prove that its pre-production Air can travel through the highs and lows of the Golden Gate with its impressive range.
Watch Lucid’s documentation of the “Lucid Air’s” journey through California below.
https://player.vimeo.com/video/402214386
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 –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $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
