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(Updated) Tesla chooses Korean partner Mando for self-driving technology

Tesla has selected Korea’s largest auto parts manufacturer to help it develop backup system for Stage 3 and Stage 4 autonomous driving systems.

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Tesla Mando logos

Updated May 23 4:45pm: We received word from a Tesla communications rep indicating that Mando does not supply autonomous technology systems and the original story published by the Korea Herald is untrue. We were told that Tesla currently sources steering racks for its Model S from Mando.

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Tesla has chosen Korean company Mando Corporation to help it develop a key component of autonomous driving technology. Mando specializes in backup systems that be activated in the event of a specific failure or emergency. It was selected over other companies who were vying for the nod from Tesla, including Bosch, Continental AG and TRW.

Mando began working with Tesla in the second half of 2015. It’s backup systems apply to virtually every function of a car that is computer controlled. Such functions include steering, braking, suspension settings, and the proper operation of sensors. Its technology will provide the redundancy regulators will expect before self-driving cars are approved for use on public roads. Such redundancy is common in the aircraft industry but is just starting to be a factor for automobiles.

Mando is Korea’s largest auto parts company and has sales of more than $4.3 billion annually. It has gone on a hiring spree recently, recruiting a total of 90 top ranked engineers from the US and Germany. Some have come from the same German companies that lost out to Mando for the Tesla contract, including Bosch and Continental. In addition, Mando has been on the hunt for executive engineers to manage its research and development programs.

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Autonomous driving systems like Tesla’s Autopilot are currently considered Stage 2 technology. They permit automatic operation of a car at designated speed for relatively short periods of time. In Stage 2, the computer maintains a safe distance from the car ahead and requires a human hand on the steering wheel only occasionally. But it requires a human driver to be ready to resume control at a moment’s notice at all times.

Stage 3 technology will expand and improve on current systems. It will require human input much less frequently. Cars with Stage 3 capability are expected to be on the road by 2020. Stage 4 technology assumes full control of a car and requires no input from a human driver. Mando Corp will be working with Tesla on Stage 3 and Stage 4 systems.

This latest news gives further insight that Tesla could be looking to establish strategic partnerships with notable South Korean manufacturers in an effort to streamline production and reach its goal of delivering 500k vehicles in 2018 and 1 million in 2020.

Source: Pulse News  Image credit: Tesla Motors/Mando Corp

 

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Elon Musk

Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab

Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.

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During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.

Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”

Tesla Semi’s official battery capacity leaked by California regulators

The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.

A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.

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Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.

The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.

It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.

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Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

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Credit: Tesla

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 massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.

This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.

Tesla Q2 2026 Earnings Results

  • Non-GAAP EPS – $0.33 reported vs. $0.53 expected
  • Revenues – $28.236 billion reported vs. $26.4 billion expected
  • Free Cash Flow- -$1.092B
  • Profit -$ 4.751B

Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.

Tesla shares closed today down just over 1 percent, trading at $374.01.

In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.

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Tesla will hold its Q2 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.

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Elon Musk

Tesla is about to make parking in busy lots less stressful than ever

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Tesla FSD 14.3 [Credit: TESLARATI)
Tesla FSD 14.3 [Credit: TESLARATI)

Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.

Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:

Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.

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Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.

Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.

The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:

Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.

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Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.

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