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Neuralink Telepathy livestream reactions show that people can still be optimistic (Op-ed)
It is no secret that Elon Musk’s ventures are ambitious. It is also no secret that they attract equal amounts of praise and criticism. Following Musk’s purchase of Twitter, which he has since renamed to X, the volume of negative coverage attracted by the Tesla CEO’s projects has been substantial. Anyone who’s followed Musk over the years knows that the CEO attracts a lot of vitriol today, and so do his companies.
This changed — at least to some degree — when Neuralink posted an update on Participant #1, its first human patient, yesterday. In a rather informal livestream, Neuralink’s Bliss Chapman and Neuralink patient Noland Arbaugh demonstrated how Telepathy, the company’s first device, worked. Arbaugh is a 29-year-old who was paralyzed from the shoulders down after a freak diving accident, and he received his Neuralink Telepathy in January.
https://t.co/OMIeGGjYtG— Neuralink (@neuralink) March 20, 2024
As noted by Arbaugh, the capability to move and engage with technology using Telepathy is nothing short of life-changing. So life-changing was his Neuralink implant that the 29-year-old admitted that the first thing he did with his Telepathy device was play Civilization VI all night. Elon Musk, in a response on X, lightly admitted that playing Civilization VI would be the first thing he would do as well under the same circumstances.
.@elonmusk’s @neuralink has shared a video of the company’s first human brain implant patient. pic.twitter.com/ou4Y3jBI9C— Last Call (@LastCallCNBC) March 21, 2024
Quite surprisingly, the media attention that Neuralink’s Telepathy demonstration has been notably positive. And while Musk’s involvement in the company did attract the usual criticisms from skeptics, even media outlets such as CNBC have admitted that with companies like Neuralink, it is actually a pretty amazing time to be alive. TMZ shared the same sentiments, with the media outlet’s hosts acknowledging the potential benefits of Neuralink for humanity.
Neuralink's first patient is able to play chess online using only his brain! @RyanTanaka3 came on TMZ Live to talk about the amazing progress Elon Musk's company is making. pic.twitter.com/g4KzWVgYdk— TMZ Live (@TMZLive) March 21, 2024
Peter Diamandis, the founder and executive chairman of XPrize, also praised the milestone. In an interview with CNBC, Diamandis noted that this is just the beginning. He also noted that “the speed of acceleration means in the next ten years, we’re going to see as much progress as we’ve seen in the last hundred years.” Such sentiments are not that farfetched. One simply needs to look at Tesla and SpaceX’s milestones over the past decade to show that Musk-led companies tend to grow and innovate quickly.
"This is just the beginning," says @PeterDiamandis on @elonmusk’s @neuralink. "The speed of acceleration means in the next 10 years we're going to see as much progress as we've seen in the last hundred years." pic.twitter.com/3NrXsiVOTu— Last Call (@LastCallCNBC) March 22, 2024
What is quite amazing is the fact that Neuralink is really just getting started. Telepathy has already demonstrated its potential to change lives, and the company’s next product, which Elon Musk noted would be called Blindsight, could help even more people. Yes, there will definitely be critics. A look at social media today would show as much. But at the same time, it’s also pretty encouraging to see a growing group of supporters cheering on Neuralink as it takes aim at its ambitious goals.
.@elonmusk's Neuralink has done the impossible. Seeing my grandfather try to communicate after suffering from strokes was like watching a man trapped in prison. I wish he had this tech because it will free so many like him. I just hope it never gets into the hands of bad actors. pic.twitter.com/W589KGroCw— Glenn Beck (@glennbeck) March 21, 2024
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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
