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Tesla’s use of AI Day for recruitment piqued interest from engineers, Musk says
Tesla’s use of specific events for recruiting purposes was welcomed in by the company’s recently held AI Day, which took place in mid-September. Looking to expand its team of software engineers and AI experts, Tesla showed the most intimate details regarding its AI platform, impressive examples of its Full Self-Driving suite, and even unveiled the Tesla Bot. The idea worked, CEO Elon Musk revealed during the 2021 Annual Shareholder’s Meeting, which was held last night.
AI Day was perhaps Tesla’s most in-depth look into its semi-autonomous driving programs, its plan for a next-level Supercomputer and chip, and a surprising look at the company’s plans to begin building robot prototypes. Ultimately, for anyone who was in attendance or listening to the event, it was obvious it wasn’t geared toward informing the normal Tesla fan or enthusiast about its FSD progress. The language and technical nature of the event pointed toward one thing: Tesla needed new, young, and bright talent for their development of AI, and this was the perfect outlet for it.
Still, it is only a good idea if it works. But let’s be real, in 2021, what hotshot out of college would not want to work at Tesla? With all of the great technology that the company has released in the past few years, combined with the undoubted position of authority that Tesla holds in the EV space, most college students or engineering prodigies would most likely be willing to submit an application to Tesla, and Elon Musk stated that the event was overwhelmingly successful in bringing Tesla the talent that it sought after.
“And then AI Day, I think it was important to change the fundamental perception of Tesla because people do…they sort of think of Tesla as a car company, and yes, we made cars, but the AI part of Tesla was not well understood,” Musk said at the Shareholder meeting. “Tesla is as much a software company as it is a hardware company. And we also do the chips. So we designed the full self-driving inference computer. We’re designing a training computer that’s going to be able to, we think, be the most efficient neural net training computer in the world by far.”
It is a common misperception among most people to think that Tesla is exclusively an automotive manufacturer. However, the company deals with much more outside the realm of vehicles. Along with sustainable energy storage and production through its Tesla Energy side, it also develops software, chips, and other crucial parts of a car’s “brain,” if you can see it in that light. This is all a result of the hard work and dedication Tesla’s engineers have put forth. Musk indicates that more highly qualified candidates are on the way.
“We’re seeing a tremendous response, so daily applicants by role…And then after AI Day, that’s the AI applicants increased dramatically. So I thought that was a very successful day. Team did a great job. And yes, it’s going to be a very important part of the future. Self-driving is obviously one of the functions,” Musk added.
Please consider joining Tesla AI software or hardware teams! pic.twitter.com/HgigdtenKN
— Elon Musk (@elonmusk) October 8, 2021
Tesla has landed on Universum’s list of most attractive employers for engineering students on several occasions. Released in November 2020, the most recent list had Tesla and SpaceX ranked first and second, respectively, in the rankings.
Don’t hesitate to contact us with tips! Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com.9
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
