The Tesla Cybertruck unveiling is just a few hours away. Social media posts indicate that attendees are now gathering in Texas. Even Tesla CEO Elon Musk, who recently made headlines after a fiery and controversial interview at The New York Times DealBook Summit, has been pretty quiet on X, the social media platform formerly known as Twitter.
Needless to say, the anticipation surrounding the Cybertruck is discernible. Quite impressively, Tesla has actually been able to keep pretty much every important detail about the Cybertruck a secret. Even the details of the vehicle’s unveiling event have been kept under wraps, with invites only including a general schedule for the occasion.
Elon Musk, however, has made it no secret that the Cybertruck’s delivery event is among Tesla’s most important. In his DealBook Summit interview, Musk went so far as to state that the Cybertruck launch would be the “biggest on Earth this year.” These statements definitely give the impression that the Cybertruck’s delivery event is an important occasion — one that could make Tesla into an event more notable company today.
Amidst all this excitement, we at Teslarati are expecting a number of highlights from the upcoming Cybertruck first delivery event. Here then are the top five things we are hoping to see in the Cybertruck launch.
Tomorrow… pic.twitter.com/TFQY4xczEo— Tesla (@Tesla) November 30, 2023
Specs and more specs
Tesla has done a stellar job of keeping the Cybertruck’s specs under wraps. Despite the large number of Cybertruck sightings over the past months, practically no leaks about the all-electric pickup truck’s key information have been shared online. In the upcoming event, Tesla will most definitely share the specifications of the Cybertruck, from its range to its performance, special features, and accessories.
Steel Ball Test 2.0
The Tesla Cybertruck unveiling became meme-worthy partly due to the failed steel ball test conducted by CEO Elon Musk and Chief Designer Franz von Holzhausen. The Cybertruck’s Armor Glass cracked when it was struck by the ball during the test, much to the shock of the audience and Musk himself. Tesla later clarified that the Cybertruck’s window was damaged by an earlier sledgehammer test, but the failed steel ball test was already immortalized in internet memes by then.
In a way, the Cybertruck’s steel ball test is unfinished business for Tesla and executives like Elon Musk. Thus, it would not be surprising if the EV maker conducts another steel ball test during the upcoming Cybertruck first delivery event. Hopefully, the test succeeds this time around.
Cybertruck Delivery Event https://t.co/rWd111HvHc— Tesla (@Tesla) November 29, 2023
Future Feature Teasers
Tesla is known for having industry-leading tech and features on its vehicles. The company is also known for announcing features that will be rolled out at a later date. This was the case with the Tesla Semi, whose Convoy Mode, which was announced in late 2017, is still yet to be released to consumers’ trucks today. Being Tesla’s newest and potentially most disruptive car to date, the Cybertruck will likely be announced with some notable features, some of which will also be released in the future.
Other Trim Details
When the Cybertruck was initially unveiled, Elon Musk noted that the all-electric pickup truck would come in three trims: a single-motor RWD version, a Dual Motor AWD variant, and a Tri-Motor AWD version. Elon Musk also hinted at a potential Quad-Motor variant later on, though details about the potential trim have been scarce. In the upcoming Cybertruck delivery event, Tesla would likely clarify the all-electric pickup truck’s final lineup, as well as each trim’s target release date.
Test Rides
Tesla held test rides with the Cybertruck when it was unveiled in late 2019. Considering that the vehicle is now ready for consumers, it would also not be surprising if Tesla offers test rides in the production Cybertruck for the first delivery event’s attendees. Test rides would likely be appreciated by the event’s attendees, as it would provide them with a firsthand experience with the all-electric pickup truck.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
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
