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Tesla is going mainstream with every milestone: US car buyers just need to know about it
Just recently, Tesla’s Model S, Model 3, and Model X made a big splash at cars.com’s 2020 American-made Index, an annual survey that ranks vehicles which “contribute most to the US economy” through factory jobs, manufacturing plants, and parts sourcing. Tesla’s Model S3X line took numbers 3, 4, and 9 in the Top 10 list, which is impressive on its own right. However, these results could have easily been better, if more respondents to cars.com’s study had been more aware about Tesla, its products, and its operations.
A look at the results of cars.com’s Top 10 American-made Index list shows that there is still an information divide between Tesla’s electric vehicles and mainstream car buyers. Topping the Top 10 rankings of the survey are the Ford Ranger and the Jeep Cherokee, which are iconic for being American cars but are hardly more US-based than Tesla’s trifecta of electric vehicles. In fact, a case could even be made that the Model S, Model 3, and Model X are more American than the Ranger and Cherokee, considering that Tesla’s vehicles are made in the US using American labor and (for the most part) components.
This year marks the first time that Tesla supplied cars.com with the information necessary to qualify for the annual survey. According to Kelsey Mays, cars.com’s senior consumer affairs and vehicle evaluations editor, the location where a vehicle is made is becoming increasingly important these days, especially in the light of the ongoing pandemic.
“We live in a global economy, but cars.com’s research found 70% of American shoppers consider a car’s U.S. economic impact a significant or deciding factor in their vehicle purchase. The COVID-19 pandemic is increasing Americans’ desire to buy local, with 37% reporting they are more likely to buy an American-made vehicle in light of the economic disruption of COVID-19,” Mays said.
This is where the information gap between Tesla and mainstream American car buyers still exists. According to cars.com, only about 10% of American car buyers recognized Tesla as “California-made” in 2019, and this year, the number has increased to 18%. The motoring firm added that only half of the survey’s total respondents were aware that Tesla was an American company, and only a third of those who participated knew that the Model S was built in the United States. These show that for a significant number of mainstream car buyers, Tesla’s vehicles are still an unfamiliar concept, and one that is not associated with the US the same way as Ford’s pickups and Jeep’s off-roaders.
While it is impressive that the number of American buyers recognizing Tesla as a US-focused company is growing over the past years as per cars.com’s survey results, it appears that Tesla could still do so much more to emphasize the fact that its vehicles are made in the US. Granted, the company is very firm in its stance against traditional advertising, but there are ways to disseminate information about the company and its products without resorting to conventional marketing tricks.
These could go a long way towards ensuring that more people remain informed about what Tesla really is and what its products can do. After all, Tesla’s electric vehicles still made a strong impact on cars.com’s Top 10 American-made Index, even with a significant number of respondents being uninformed about the company or the nature of its operations.
Fortunately, the company’s next two vehicles would likely raise more awareness about Tesla’s US-based roots. Following the Model Y crossover, Tesla is poised to ramp the production of the Semi, a Class 8 long-hauler, and the Cybertruck, a pickup. Both these vehicles are poised to be operated by drivers who personify the ideals of workers that value utility and practicality. And these, ultimately, could help make Tesla be recognized better as a company that makes American cars by American workers using American resources.
This very point was emphasized by Jay Leno in a previous statement about Tesla and the flak it receives from critics. Speaking with CNBC’s The Exchange, Leno candidly stated that he does not really get where all the criticism of Tesla is coming from, considering the company’s milestones over the years.
“In the mid-teens, there were 350 car companies in the United States. Every year since then, two or three of them dropped out… There’s a whole bunch that just disappeared. So here comes a brand new car company, so that’s impressive. It’s a tough business to get into; and the fact that Tesla is making a go of it and quite successfully, I think is impressive and should be applauded. We’re becoming like the British — we like noble failures. I would watch, listen to these radio talk shows just tear Tesla apart; and I go, ‘Here’s a guy, building an American car in America, using American labor. Why are you not rooting for it to be successful? Why do you wish it would fail?’ I don’t quite understand,” he 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.
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
