Tesla has had quite a phenomenal year in 2022. As the year comes to a close and we move into 2023, it’s great to step back and take a look at Tesla’s progress. Tesla shared a thread on Twitter thanking its supporters, employees, and customers for helping to make 2022 a good year for EVs.
Although Tesla shared its long list, we are highlighting a few of those key moments for Tesla.
2022 was a huge year for EVs.
Thank you to Tesla owners, supporters & employees for helping us accelerate the world’s transition to sustainable energy! ⚡️🚘🔋☀️❤️
— Tesla (@Tesla) December 29, 2022
Tesla started the new year by moving full speed ahead after delivering almost one million vehicles in 2021. In total last year, Tesla delivered 936,172 electric vehicles.
In March, Elon Musk danced as he and Tesla handed over the first made-in-Germany vehicles produced at the newly opened Giga Berlin, which opened in the fall of 2021. At this event, Elon Musk gave a passionate speech about how Giga Berlin would be the gemstone for Europe and the world. He said:
“I’m incredibly excited to hand over the first production cars from our incredible team here at Giga Berlin Brandenburg. This is a great day for the factory, and I just like to thank everyone who helped. Thank you, thank you very much. It really made a big difference.”
“And to the community, Tesla will make sure that this is a gem — a gemstone for the area, for Germany, for Europe, and for the world.”
“Every vehicle that we make will be another step in the direction of a sustainable energy future. We will also make battery storage. So this is going to be very important for storing renewable energy — so, for solar and wind. Because it’s intermittent, it needs to be stored, but we’re extremely confident that the world will transition to a sustainable energy future with the combination of solar, plus battery storage, and electric vehicles.”
“If you have those three legs of the stool, then you can create a sustainable energy future for as long as the sun shines and the wind blows.”
“I want to be clear that sometimes people are sad about the future or they think, well, ‘will we solve sustainable energy?’ and ‘maybe the climate issue is too late’ or something like that. I really want to assure everyone that you can have hope in the future.”
“You should have hope in the future. This problem will be solved. And this factory is a major step in that direction. And so, believe in the future.”
In the following month, Tesla held its grand opening Cyber Rodeo event at Giga Texas. Event goers were invited to tour the factory and see how Tesla manufactured its made-in-Texas Model Y vehicles. I attended and spot-interviewed one of Tesla’s employees, Kyle Wozniak. Tesla displayed its Tesla Semi, Cybertruck, and the next-gen Roadster.
Kyle Wozniak say hi pic.twitter.com/0nHKl0IdMw
— Johnna (@JohnnaCrider1) April 7, 2022
In June, Tesla’s US Energy Markets Policy Lead, Arushi Sharma Frank, gave public comments to the Electric Reliability Council of Texas (ERCOT), which paved the way for Tesla owners to participate in virtual power plants (VPPs) later this year. On December 15, Tesla officially launched its Tesla Electric for Tesla as a result of the tireless efforts of Frank and her team.
Tesla opened its Megafactory in Lathrop, California, this year also. It broke ground in August, and provided a sneak peek into the Megafactory in October as it ramped up hiring. Tesla held its second AI Day in September and unveiled a working prototype of the Optimus Bot and shared a video of the bot doing work around the office. “Our goal is to make a useful humanoid robot as soon as possible,” Elon Musk said.
In December, Tesla delivered its first Semi to PepsiCo and FritoLay, and following the deliveries, FritoLay showcased one of the trucks in the Modesto Christmas parade. Pepsi announced plans to deploy 100 of the Tesla Semis it purchased in 2023, and the vehicles will deliver products to customers such as Walmart and Kroger.
Although these are not all of Tesla’s achievements for 2022, the highlights show just how much progress it’s made toward accelerating the world’s transition to sustainable energy.
Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.
Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here
News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
