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LIVE BLOG: Tesla 10/10 “We, Robot” Robotaxi unveiling event

Credit: Nic Cruz Patane/X

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1 year ago

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Tesla’s highly-anticipated 10/10 Robotaxi unveiling event, dubbed “We, Robot,” is finally here. To state that expectations are high for the Robotaxi would be an understatement, as CEO Elon Musk has been pretty open about the idea that the vehicle would be a huge player in Tesla’s future. 

“We, Robot” is being held at the Warner Brothers Studios in Burbank, CA, with remarks expected to start around 7 p.m. PT. Seemingly highlighting the Robotaxi’s importance to Tesla’s overall potential, watch parties for the event are being held at selected showrooms, and a livestream of the occasion is available online. 

We will be closely following the updates from Tesla’s Robotaxi unveiling event in this live blog. We will also be publishing a number of articles focused on the key announcements at the event. I will be updating this article in real-time, so please keep refreshing the page to view the latest updates on this story. The first entry starts at the bottom of the page. 

20:30 PT – And with that, the demonstration rides in the Cybercab are starting! Thank you so much for staying with us for this live blog. We had a blast. Please check out our further coverage of “We, Robot’s” updates. Until the next time!

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20:15 PT – Elon Musk shared an optimistic take on the future. “It will be the age of abundance,” Musk said.

He notes that the Optimus robots would be walking alongside the attendees of the “We, Robot” event. The Optimus robots will serve drinks at the bar. “It’s a wild experience,” Musk said. “And with that, let’s party!”

20:13 PT – An army of Optimus Gen 2 units is now coming out. 

“If you extrapolate this, it will be something spectacular. Something you can own,” Elon Musk said. “At scale, this should cost somewhere around $20,000 to $30,000.” A video showcasing Optimus’ home uses is also showcased. “I think this will be the biggest product ever of any kind,” Musk said.

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20:11 PT – Musk noted that with the advent of Robotaxis, parking lots could be reclaimed as parks. 

The Robovan (Robovin?) also takes to the stage. The vehicle could carry up to 20 people or transport goods. It’s Tesla’s high-density transport. 

It looks extremely futuristic, and its cabin looks very spacious.

“The future should look like the future,” Musk said. 

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20:09 PT – “Our autonomous future is here,” Musk said. He also noted that the attendees of the event would have an extended experience with the Cybercab, since the demonstration rides are pretty long. 

Musk also announced that the Cybercab will not have a NACS plug. It will use inductive charging instead. 

20:06 PT – Elon Musk reiterated that self-driving cars will be a lot safer than humans, because AI and Vision never gets distracted, or drinks. He reiterated the idea that all Teslas today will be capable for unsupervised FSD. 

20:05 PT – Elon Musk noted that Tesla expects Unsupervised FSD by next year in Texas and California. “We’ll make this vehicle in very, very high volume,” Musk said, though customers can already experience the Robotaxi experience with the self-driving Model 3 and Model Y. 

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Cybercab production is expected before 2027.

20:03 PT – The cost of autonomous transport would be so low, you can think of it as individualized mass transit, Musk said. It’s premium point to point transportation. 

Elon Musk also confirms that the Cybercab can be bought for personal use. “We expect its cost to be below $30,000. I think it will be a glorious future,” Musk said

20:00 PT – Musk notes that today’s transportation kinda sucks. It’s dirty and crowded and exhausting. Especially if you have to drive. If you have a Tesla, it’s a lot better due to FSD (Supervised). 

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“We’ll move from Supervised Full Self-Driving to Unsupervised Full Self-Driving,” Musk said. He also highlighted that cars tend to cost too much, especially if one were to consider that cars on average tend to get used just 10 out of 170 hours per week. An autonomous car can then be used about five times as much.

“With autonomy, you’ll get your time back,” Musk said, noting that autonomous cars will be ten times safer than human drivers.

19:58 PT – Elon welcomes everyone to the “We, Robot” party. He calls the Robotaxi the “Cybercab.” There’s 20 more in the event. 

“The vehicles are autonomous. No drivers. “We have 50 fully autonomous cars tonight,” Musk said. Driverless Model Ys are in the area as well. “I hope this goes well. We’ll find out,” Elon Musk joked.

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19:54 PT – Elon Musk enters the stage. The Robotaxi is here! It is definitely Cybertruck-inspired. 

19:53 PT – Ok, the event’s starting. Tesla just posted a disclaimer/disclosure. That’s new. Franz is taking the stage. “We’re here to experience a future that’s closer than you think,” Franz said.

19:45 PT – Nope, still waiting. X live viewers are now up to 2.3 million and YouTube’s livestream is up to 107k now though.

19:44 PT – Ok, the music has stopped in the livestream. Perhaps the event is starting now. 

19:41 PT – Elon Musk’s kids have chosen this opportunity to play in front of the stage. They seem to be having tons of fun.

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19:38 PT – Elon Musk has confirmed that the attendee’s medical emergency has been addressed. The event will start shortly.

19:31 PT – Elon Musk seems ready, if any.

19:30 PT – Looks like the medical emergency is over. The attendee is reportedly back on their feet, and medics are now clearing out.

19:24 PT – Elon Musk has confirmed that Tesla is taking care of the attendee who had a medical emergency before officially starting the event. 

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19:21 PT – Unfortunately, someone seems to have passed out. Emergency responders are catering to the attendee. Hope the attendee is alright.

19:18 PT – The X livestream now has 1.1 million viewers. 105k on YouTube.

19:15 PT – The event is now 15 minutes late. This is not very surprising since Tesla tends to start its events late. The anticipation is notable, though. In the event’s livestream, 882k are tuned in on X and another 101k are tuned in to YouTube.

19:13 PT – Thanks so much for the shoutout Steve! You rock!

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19:10 PT – Now there are two helicopters hovering overhead!

19:08 PT – The Musk family are here to support Elon. Hello there, Kimbal and Tosca! Mom Maye Musk is here too.

19:03 PT – If the Cybertruck unveiling gave “Blade Runner” vibes, the Robotaxi event is definitely giving “Westworld” vibes. Futuristic, but not dystopian. I personally prefer it.

19:00 PT – The livestream is live! Let’s go! On the other hand, these graphics are starting to become a standard for Tesla events.

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18:59 PT – One minute to go, everyone!

18:58 PT – There will most definitely be demonstration rides tonight, as per Elon Musk.

18:56 PT – Tesla sure knows how to entertain its guests. Good vibes all around.

18:54 PT – Tesla set up its stage behind a road. Attendees speculate that this road may be where the Robotaxi will come out.

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18:50 PT – Tesla knows what it’s doing. We haven’t seen a party like this in a while. Last nine minutes!

18:46 PT – Tesla is LOCKED IN on this event. So. Much. Attention. To. Detail.

18:45 PT – It’s 15 minutes before the remarks at “We, Robot” are expected to start, and the energy is positively electric. Unveiling the Robotaxi at Warner Brothers Studios Burbank may have been a genius move, because the vibe here is real.

Check out the YouTube livestream of the event below.

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Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

SpaceX to launch military missile tracking satellites through new Space Force contract

SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.

Published

9 hours ago

on

April 2, 2026

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Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.

The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.

SpaceX is quietly becoming the U.S. Military’s only reliable rocket

The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.

This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.

With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.

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Elon Musk

Tesla’s Q1 delivery figures show Elon Musk was right

On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

Published

17 hours ago

on

April 2, 2026

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Credit: Grok

Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.

We are seeing that shift occur in real time.

Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.

The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.

On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

Musk has long argued that vehicles alone will not define Tesla’s value.

Optimus Will Be Tesla’s Big Thing

In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.

He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.

The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.

The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.

Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.

Delivery Hits and Misses are Becoming Less Important

Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.

Tesla, he has insisted, “has never been valued strictly as a car company.”

The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.

Tesla reports Q1 deliveries, missing expectations slightly

The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.

Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.

Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.

The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.

The car business, once everything, is quietly becoming an important piece of a much larger puzzle.

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Investor's Corner

Tesla reports Q1 deliveries, missing expectations slightly

The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.

Published

20 hours ago

on

April 2, 2026

By

Credit: Tesla

Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.

Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.

The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.

Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.

Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.

Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.

Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.

Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.

By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.

Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.

A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.

While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.

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