News
Tesla jumps to top spot in Norway as automaker with most loyal customers
The Norwegian Customer Barometer has determined that Tesla has become the carmaker with the most loyal customers in Norway for 2020 so far. What’s particularly impressive is that the organization’s findings come amidst a widespread decline in customer loyalty ratings among legacy automakers.
The past year has not been easy on Tesla’s customer loyalty ratings in the country. The company had a record year for deliveries in 2019, with over 15,000 Model 3 being registered over the year. However, delivery challenges in Europe, especially during the start of the year, put a damper on Tesla’s customer loyalty ratings in Norway.
But this year, Tesla is no longer in the same position as it was in 2019. With deliveries coming to Europe in a more efficient manner, Tesla’s ramp of the Model 3 has generally been optimized in the country, and it showed in its results from the Norwegian Customer Barometer’s survey. Tesla is the only automaker whose customer loyalty ratings actually improved this year, with the company’s scores rising 3.9 points. All other carmakers saw a decline instead.
Pål Silseth, project manager for the Norwegian Customer Barometer, noted in a statement to Dagens Næringsliv that the electric car maker showed a significant recovery from last year’s challenges. “Tesla has recovered after a bang. They delivered many cars in a short time (last year) and were not ready to handle that situation,” the project manager said.
Even Sandvold Roland, Information Manager at Tesla Norway, acknowledged the electric car maker’s challenges in 2019. Roland stated that Tesla’s improved customer loyalty scores in 2020 are a big accomplishment, especially considering that the company does not use traditional advertising at all.
“We have been through a period of growing pains, and this has not been a desirable situation. We will not let this progress become a resting cushion, but will continue to work on the coming cars as well. The fact that our customers are satisfied with our products and services is what drives our sales, so we are happy with this progress,” Roland said.
Tesla’s remarkable recovery in Norway has actually allowed the company to pass Toyota in customer loyalty. This is notable considering that the Japanese auto giant has been operating for decades, and its vehicles are famed for their reliability and affordability. For its part, Nissan has ended up on the opposite side of the spectrum from Tesla, dropping 10 points in customer loyalty despite the presence of popular EVs like the Leaf.
Silseth noted that Nissan’s struggles, especially with the Leaf, highlight the impact of competition in the market. “Nissan will really struggle in the future. When competitors come with their electric cars, Nissan will not be able to keep up. They hit the jackpot with being in the right place at the right time. Nissan had available cars when no one else had. That’s why they got so big,” Silseth said.
Nissan Norway begs to differ. In a statement to local news, Knut-Arne Marcussen in Nissan Norway stated that the company does not acknowledge the findings of the Norwegian Customer Barometer’s recent study.
“We do not recognize that we have such poor loyalty, on the contrary. We were first out in mass production of electric cars in the world, and are now on the second generation of Leaf. It’s been ten years since it was launched in the fall. I think we are counting on the future, electrification is part of our business strategy, and more models are coming from us,” Marcussen said.
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.
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.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
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
