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Tesla’s Elon Musk isn’t worried about media negativity: ‘Enough people have the product’
Tesla CEO Elon Musk said that media negativity isn’t something that he worries about because “enough people have the product” that it doesn’t resonate.
“Fud still happening a little, but doesn’t resonate when enough people have the product,” Musk said in a Tweet on Wednesday.
FUD is an acronym for Fear, Uncertainty, and Doubt and is commonly used within the Tesla community to refer to media negativity. Unfortunately, Tesla is all too familiar with the negativity spread in the news and falsified, or stretched truths are often reported as fact, which then skews public perception of the company in a negative way. From things as simple as unconfirmed delays in production to things as severe as Elon Musk’s rumored “emerald mine” that apparently financed his entire life, many media outlets take these stories and run with them.
Thanks 🙂 Seriously, it was so insane! Fud still happening a little, but doesn’t resonate when enough people have the product.
— Elon Musk (@elonmusk) June 2, 2021
One of the most common pieces of FUD that the entire electric car industry has had to deal with is the rumor that EVs cause more emissions than gas cars. Although this has been debunked and proven to be false on numerous occasions, it is still a commonly used argument tactic that is often communicated by people who do not believe in electrification.
In recent times, most of Tesla’s media negativity has been portrayed in the form of production delays or construction projects that are being prolonged. One of the most notable was a report from German media outlet Automobilewoche, who stated that a member of Elon Musk’s inner circle said the Giga Berlin plant would be delayed six months. Many media outlets took this as fact and reported it, not doing their due diligence and finding facts or talking to knowledgeable sources.
Teslarati reached out to Brandenburg Economic Minister Jörg Steinbach, who said that Tesla Giga Berlin could begin production as soon as late-Summer or early-Autumn. He was confused about the reports of an early 2022 start.
He told Teslarati:
“I don’t have the faintest idea of how anyone can come up with a six-month delay. If nothing happens out of the ordinary, I still expect a start of production in late Summer or Early Autumn.”
Since its announcement, Steinbach has been close to the Giga Berlin project and has been a vocal supporter of the company’s presence in Germany. Despite being identified in the article and having credibility because of his relationship to the project, media outlets did not report Steinbach’s quote.
Tesla has also been the subject of numerous attacks in China, especially a recent campaign that alleged a Model X of having faulty brakes. This was recently revealed to be a concerted effort to defame Tesla’s image, and an apology was issued recently by the perpetrator. The incident was revealed to be a skit on TikTok.
Tesla owners are certainly a breed in their own right. A group that loves their all-electric cars and all that comes with them, they are very aware of the media’s constant efforts to derail the company’s momentum and Tesla’s Wall Street performance. Despite an extended string of seven straight quarters of profitability, Tesla stock has not performed well in 2021. In 2020, the stock rose over 700%.
Tesla’s sub-par market performance could be attributed to the media’s coverage of the company in 2021. Despite profitability, record deliveries, and refreshed vehicle designs, Tesla remains a main source of criticism from many media outlets.
What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.
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
