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Ford Mach-E touchscreen demo only highlights Tesla’s stark lead in user experience
Tesla holds a lead in several aspects of the electric car market, from its battery management and efficiency to its over-the-air software updates. Part of this is due to its vertical integration, which allows the company to develop software that is specifically designed to work well with its vehicles’ hardware. This makes Tesla’s electric cars pretty much the vehicle equivalent of the iPhone and iOS in terms of its smoothness and ease of use.
This is not to say that Tesla’s software is perfect, of course. The company’s vehicles still encounter bugs at times, and it is evident that there is still a lot of room for improvement. That being said, if a recent video of the Ford Mustang Mach-E’s in-car software and UI is any indication, it appears that even in its ever-improving state, Tesla’s in-car software is leagues beyond the competition.
During the LA Auto Show, Tesla enthusiasts Rob of the Tesla Daily podcast, Galileo of YouTube’s Hyperchange channel, and TSLA investor Matt Joyce opted to take a look at the recently-unveiled Ford Mustang Mach-E, a premium all-electric crossover that is expected to compete with the upcoming Tesla Model Y. Strangely enough, to gain access to the vehicle’s interior, the Tesla Daily podcast host and the rest of the group had to pay a refundable reservation fee of $500.
Once inside, a Ford representative gave a brief walkthrough of the Mach-E’s features, particularly its portrait-oriented center display. Footage taken of the demo from the Hyperchange host revealed that the software in the Mach-E’s infotainment system is notably slow and laggy when responding to touch inputs. When asked about why this was the case, the Ford representative stated that it was likely due to the display being on for several days.
Granted, the Ford Mustang Mach-E in the LA auto show was a demo unit, and as such, its software is likely still in its developmental phase. Thus, Ford has a good amount of time to refine its all-electric crossover’s software before it gets released to the market.
Unfortunately, veteran automakers have a reputation for releasing in-car software that is about as quick and responsive as the first touchscreen phones that attempted to rival the first iPhones more than a decade ago. The Jaguar I-PACE, for example, is a vehicle that has received over 60 awards from esteemed organizations and media agencies, but the vehicle’s infotainment system cannot hold a candle to the Model 3’s software and user interface.
The same is true for the Audi e-tron. The vehicle is posh and luxurious, but when it comes to software, the car just does not feel like it is equipped with the best that tech has to offer. This is something that was explained by Elon Musk on Twitter, when he addressed why the auto industry is simply not very good at in-car tech. “Connected, autonomous cars require great software. Advanced factories also require great software. The car industry is not very good at software,” Musk wrote.
Considering that the Mustang Mach-E is expected to be released next year, Ford would have to work really hard to make sure that its all-electric crossover gives users an experience that is more Tesla than Jaguar. The all-electric crossover market expects as much.
Watch a first look at the Ford Mustang Mach-E’s infotainment system in the video below.
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
