Tesla is set to report its deliveries for the second quarter of 2024 within the next two days, and Wall Street analysts are putting together their final estimated figures for the three-month period.
Tesla has a lot on the line with the coming delivery figures as it is coming off one of its most underwhelming quarters in the past few years. Q1 was not friendly to the automaker as it saw deliveries fall below 400,000 for the first time since Q3 2022.
Analysts are expecting a jump in deliveries from last quarter but a drop when compared to the same quarter in 2023. According to a report from Reuters, analysts expect 438,019 Tesla deliveries in Q2, which could have some investors slightly concerned.
There are two ways to look at the quarterly figures as Tesla prepares to report deliveries. In one optimistic way, Tesla has admitted that it is in between two periods of growth. Consumer interest is also leaning more toward hybrid-electric vehicles instead of fully electric vehicles, which does not bode well for any EV maker.
From a pessimistic standpoint, all that truly needs to be read is any mainstream media article that claims this is the beginning of the end for Tesla.
Tesla’s unveiling of the Robotaxi in August will catalyze some optimism in the short-term, but no real substance will occur until Full Self-Driving is complete and reaches Level 5 autonomy. This will enable incredible financial growth for the company, according to other analysts, and will also grow the company’s sales figures.
Tesla can also rely on increased Cybertruck production to grow its deliveries over the next several years, at least as long as it is able to scale production efficiently. In late April, it reported reaching a build rate of 1,000 units in a week.
It will take execution from Tesla to make these things happen. However, with CEO Elon Musk’s pay package resolved and out of the way, distractions on the Tesla story are at a minimum, and now the company can focus on getting back to a concerted effort that truly prioritizes growth.
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Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Elon Musk
Elon Musk reveals shocking Tesla Optimus patent detail
What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.
Elon Musk revealed a shocking detail on the Tesla Optimus patent that was revealed last week. Despite it being made public for the first time, Musk said the company has already moved on from the design, an incredible truth about the development of new technology: things move fast.
Musk dropped a bombshell about the Tesla Optimus humanoid robot hand patent that was released last week. Musk, candidly replying to a post late at night on X, revealed that what is a new technology to many fans and insiders is actually old news to those developing the tech directly.
“We already changed the design,” Musk said. “This one didn’t actually work.”
We already changed the design. This one didn’t actually work.
— Elon Musk (@elonmusk) April 19, 2026
Patents, after all, are often viewed as blueprints for future products. Yet Musk revealed that the rolling contact mechanism—intended to provide smooth, low-friction articulation in the fingers—had already been scrapped after real-world testing exposed its shortcomings.
What looked promising on paper and in simulations failed to deliver the reliability required for a robot expected to handle delicate tasks like folding laundry, assembling electronics, or assisting in factories and homes.
The hand has been one of the biggest challenges for Tesla engineers since Optimus development started years ago. Musk has said that there is not enough recognition for how incredible and useful the human hand is, and designing one for a humanoid robot has been the biggest challenge of all.
Tesla is stumped on how to engineer this Optimus part, but they’re close
This moment underscores the persistent engineering hurdles in achieving reliable humanoid hand dexterity. Human fingers are marvels of evolution: 27 bones, intricate tendons, ligaments, and a network of sensors working in perfect harmony. Replicating that in metal and silicon is extraordinarily difficult.
Rolling contacts promised reduced wear and precise motion, but testing likely revealed issues with durability under repeated stress, grip stability on varied surfaces, or the micro-precision needed for fine motor skills.
These aren’t minor tweaks, but instead they represent fundamental challenges that have plagued robotics teams for decades. Even advanced competitors struggle here—hands remain the Achilles’ heel of most humanoids because the margin for error is razor-thin.
A fraction of a millimeter off, and a robot drops a glass or fails to button a shirt.
What makes Musk’s reply remarkable is how it signals Tesla’s direct communication style on prototype limitations. While many companies guard failures behind glossy marketing and vague timelines, Tesla openly shares setbacks.
Musk was forthcoming about the failure of this recent design. This transparency builds trust with investors, engineers, and fans. It shows Tesla treats Optimus development like true science: rapid iteration, rigorous testing, and zero tolerance for hype that doesn’t match reality.
The disclosure from Musk also highlights Tesla’s blistering pace of development. By the time the patents are published, which is often over a year after the initial filing, the technology has already evolved.
Optimus is far from a static product, and it’s a living project advancing weekly.
In the high-stakes race for general-purpose robots, Tesla’s approach stands out. Admitting a finger-joint design “didn’t actually work” isn’t a weakness—it’s confidence.
True innovation demands confronting failure head-on, and Musk just reminded the world that Optimus is being engineered that way. The next version of those hands is already in testing, and it will be better because Tesla isn’t afraid to say what didn’t work.
Elon Musk
Tesla is sending its humanoid Optimus robot to the Boston Marathon
Tesla’s Optimus robot is heading to the Boston Marathon finish line
Tesla’s Optimus humanoid robot will be stationed at the Tesla showroom at 888 Boylston Street in Boston, right along the final stretch of the Boston Marathon today, ready to cheer on runners and pose for photos with spectators.
According to a Tesla email shared by content creator Sawyer Merritt on X, Optimus will be at the Boston Boylston Street showroom on April 20, coinciding with Marathon Monday weekend. The Boston Marathon finishes on Boylston Street, and the surrounding area draws hundreds of thousands of spectators along with international broadcast coverage. Placing Optimus there puts it in front of a massive public audience at zero advertising cost.
Just got this email. @Tesla’s Optimus robot is coming to Boston.
“Join us from April 19 to 20, 2026, at Tesla Boston Boylston Street showroom to meet Optimus, our humanoid robot, for Marathon Monday. Optimus will be cheering with you on the sidelines and posing for photos.” pic.twitter.com/chxoooO2xV
— Sawyer Merritt (@SawyerMerritt) April 18, 2026
The Tesla showroom is at 888 Boylston Street, between Gloucester Street and Fairfield Street. The final mile of the marathon runs directly along Boylston Street, with runners passing the big stores before reaching the finish line at Copley Square.
Optimus was first announced at Tesla’s AI Day event on August 19, 2021, when Elon Musk presented a vision for a general-purpose robot designed to take on dangerous, repetitive, and unwanted tasks. In March 2026, Optimus appeared at the Appliance and Electronics World Expo in Shanghai, where on-site staff stated that mass production of the robot could begin by the end of 2026. Before that, it showed up at the Tesla Hollywood Diner opening in July 2025 and at a Miami showroom event in December 2025.
Tesla’s well-calculated display of Optimus gives the public a low-pressure first encounter with a robot that Tesla is preparing to soon deploy at scale. The company has previously indicated plans to manufacture Optimus robots at its Fremont facility at up to 1 million units annually, with an Optimus production line at Gigafactory Texas targeting 10 million units per year.
Tesla showcases Optimus humanoid robot at AWE 2026 in Shanghai
Musk has said that Optimus “has the potential to be more significant than the vehicle business over time,” and separately that roughly 80 percent of Tesla’s future value will come from the robot program. Whether that holds depends on production execution. For now, Boston gets a preview of what that future looks like, standing at the finish line on Boylston Street while 32,000 runners pass by.
Tesla Q1 Earnings: What Elon Musk and Co. will answer during the call
Elon Musk reveals shocking Tesla Optimus patent detail
