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Porsche’s software update for the Taycan falls short of Tesla’s over-the-air model
In the years before the Taycan’s unveiling, Porsche stated that the all-electric sedan, then called the Mission E, will feature over-the-air updates. Such a function would provide the all-electric Porsche a comparable ownership experience to Tesla’s vehicles, which receive consistent OTA updates every few weeks.
This was mentioned by Porsche CEO Oliver Blume, who noted that some of the Taycan’s OTA updates would allow a 400-hp version of the Mission E to be bumped to 450 hp. Such statements definitely suggest a Tesla-like update process, but if a recent letter from the German automaker is any indication, it appears that software updates for the Taycan will be a bit more old-fashioned, at least for the time being.
In a letter shared by Nicolas Boehmer on LinkedIn, the automaker stated that OTA updates are only used for the Taycan’s smaller patches for now. When it comes to major updates, Taycan owners would have to drive over to a Porsche Center to have the update manually loaded onto their vehicle. This, according to Porsche, is partly due to the size of the update itself, since physical centers have a high-speed internet line.
“The OTA system is already used for updates of a smaller scope. However, for compound updates such as this one, such a large amount of data is transferred that a smooth update in the Porsche Center is ensured with a high-speed line. Subsequently, the function of all control units is verified with a test. With a technology carrier such as the Taycan, the complexity of the systems is at a very high level, so we decided on this procedure,” the company wrote.
As noted by Mario Herger of The Last Driver License Holder, the size of the software update likely has little to do with Porsche’s decision to conduct manual updates for the Taycan. Tesla, for example, regularly rolls out software updates that are worth hundreds of megabytes or even gigabytes of data, and they are usually downloaded using a mobile network or on a regular home broadband connection without issue. With this in mind, Herger stated that the complexity mentioned by Porsche likely refers to the Taycan’s electronics, which are far more complex than those found in Tesla’s electric cars.
Tesla is vertically-integrated, and it manufactures a significant number of its vehicles’ components in-house. This allows Tesla to simplify its cars’ electronics architecture with relatively few ECUs and AI chips. Traditional automakers do not follow this model, with the Taycan’s electronics reportedly having over 100 ECUs, many of which are from varying manufacturers. This ultimately makes it very difficult to coordinate regular software updates, which likely encouraged Porsche to simply perform the Taycan’s software upgrades manually.
“The coordination of a software update with so many suppliers is certainly no honeypot and the Porsche management seems to have taken the easiest way to periodically order Taycan owners to the workshop for an update. The fact that Porsche itself has to adjust to a rhythm of software updates lasting several weeks is challenge enough. If dozens of suppliers have to be coordinated, the complexity increases enormously,” Herger wrote.
That being said, Porsche still deserves some recognition for actually following through and rolling out a legitimate software update for the Taycan. As the company continues its push for electric vehicles with the Taycan Cross Turismo and the electric Macan, there may be a chance for the automaker to be more vertically-integrated in the near future.
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
