News
Rivian pushes R1T deliveries to July, updates standard features and Drive program
Rivian has provided reservation holders for their Launch Edition R1T with a new update for deliveries that will now take place in July, one month later than previously expected. Along with the newly revised date of delivery, Rivian has updated several standard features for the all-electric truck and revised its Drive program.
July Deliveries and Buyer Contact
Rivian now states that initial deliveries of the R1T will begin in July and should be completed by next Spring for its Launch Edition of the R1T and R1S. Rivian Guides will begin contacting pre-orderers through email and will also call reservation holders to discuss the configuration of their vehicle, along with the estimated time of delivery.
Rivian was set to begin delivering vehicles last year, but production was delayed due to the COVID-19 pandemic. After the automaker slated production to begin this year, deliveries were expected to begin in June, but it appears unexpected delays have forced Rivian to push them back to July.
The company has also announced the addition of Rivian Adventure Gear in its configurator. Everything from the Rooftop Tent, to a Rivian Wall charger, is available in the configurator for owners to purchase as add-ons to their new all-electric vehicles.
Credit: Rivian
New Standard Features, and Revised Add-Ons
Rivian has also revised several upgrades that were originally standard with the Launch Edition vehicles. The Off-Road Upgrade, which reinforced the underside of the body with a protective shield, dual front bumper tow hooks and an air compressor, is now optional for Launch Edition and Adventure Package reservation holders.
“Over the past months, we’ve talked with many of you about the Electric Adventures you’ll soon be taking. While the trips all sound exciting, they don’t always involve extreme off-roading — the standard capability of our vehicles is more than enough,” Rivian wrote in a blog post. Deselecting the options will decrease the price of the vehicle by $2,000.
However, the Air Compressor add-on is now going to be standard on all Rivian vehicles. This is a great touch in case you catch a flat or just need to refill a tire to the preferred air pressure level during the drive. Even more so, bike riders who need some air pressure could also see some benefit from having the standard air compressor installed on their vehicle.
Additionally, the Rivian Camp Kitchen will now include the Snow Peak Kitchen Set, a 30-piece, ultralight set of plates, pots, pans, utensils, silverware, and cups for up to four people. This will complement the Rivian stovetop that comes with the $5,000 Camp Kitchen add-on.
Credit: Rivian
Drive Program to begin in August
The Drive Program from Rivian will also launch in August and will give prospective buyers or EV enthusiasts the opportunity to experience an R1T or R1S without having to head to a showroom.
“Our drive program includes two types of experiences — at-home drives and tour events. For our at-home drives, simply schedule the date and time that’s most convenient, and we will bring the vehicle to you,” Rivian described. “You can choose an in-depth walkaround by one of our team members or opt for a self-guided tour.”
What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.
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
