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Tesla battery predicted to have 80% capacity after 840,000 km (521,000 mi)
An updated battery study based on crowdsourced data from Model S and Model X owners suggests that Tesla’s battery pack will still have 80% capacity after reaching 840,000 kilometers (521,952 miles), or nearly 1 million kilometers driven.
An online spreadsheet created by Matteo and maintained by Merijn Coumans via the Dutch-Belgium Tesla Forum tracks battery degradation being experienced by roughly 900 Tesla drivers from around the world. Using a linear progression model, the spreadsheet compiles various data points to create a trend line that suggests remaining battery capacity for a Tesla Model S and Model X over its lifetime.
This information is important to many Tesla owners and would-be buyers as it provides insight to expected driving range a vehicle could have (per single charge) over time.
Tesla Model S and Model X battery degradation chart [Credit: Matteo via Maarten Steinbuch]
The trend line seen in the chart has a slope of 60,000 km (40,000 miles) per 1 percent of 50,000 km (30,000 miles), meaning that on average the battery will degrade by 1 percent every 50,000 km driven. According to Maarten Steinbuch’s blog post, a Tesla Model S or Model X will still retain 92% of its battery capacity at 240,000 km (150,00 miles). By comparison, an internal combustion engine vehicle is expected to reach its end of life at around 220,000 km (140,000 miles).
Data revealed in the crowdsourced battery survey follows suit with recent reports that a Finnish taxi driver who crossed the 400,000 km (250,000 mile) mark in his Tesla Model S experienced only 7 percent degradation.
In addition, Tesloop, a city-to-city Tesla shuttle service available in Southern California, had its first vehicle reach the 483,000 kilometer (300,000 mile) mark with only $11,000 in vehicle maintenance costs.
“Over the last two years, we have seen that that electric, supercharged vehicles can be deployed at utilization levels unheard of with gas vehicles,” Tesloop said in a statement. “And while saving over $60,000 on fuel and maintenance is a substantial economic win, we feel the bigger win is that this car is ready for another 900,000 miles over the next 6 years under its current warranty.”
It’s worth noting that the battery degradation data we’re seeing is from Tesla’s 18650 cell and not the company’s newest 2170 cell being used on the Model 3. Based on Tesla’s comment that its 2170 cell has improved energy density and an all-around more efficient design, it wouldn’t come as a surprise if Model 3 and future fleet’s using this cell type can support more battery cycles, reach 1 million miles of use, and still retain over 80% of its original capacity.
Based on these drivers’ stories, and battery data being compiled by Tesla drivers from around the world, it seems clear that a Tesla has quadruple the lifespan of any ICE car, and can outlast it by nearly ten-fold.
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
