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Hey, Toyota: Tesla may not have a ‘Chef,’ but at least their food doesn’t suck

(Credit: Instagram | HistoryPhotographed and DMCustomSneakers)

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At some point or another, most of us have cooked a meal for others. If you did a reasonably good job making a meal, someone may say: “You should have been a Chef.” Whether it is a hobby in your spare time or you spent multiple years at a culinary institute, cooking is one of the few things in life that everyone has to experience at some point or another. It could be stovetop ramen or a fine piece of beef with a slice of foie gras. Whatever it is, you do it to your liking, and you usually think you did it well.

However, having the title of “Chef” does not insinuate that someone is good at cooking. Some people study things for several years, and they unfortunately just do not have a knack for it. Most of us have gone to fine dining restaurants at some point or another in our lives, and we prepare ourselves to fully commit and make ourselves vulnerable to the culinary works of whoever is commanding the kitchen that evening. But sometimes, the food simply isn’t to our liking, and you say to yourself, “How could this person ever be considered a Chef?”

Toyota seems to forget that “Chef” doesn’t mean you can cook. In this case, being the head of an automotive company doesn’t mean you’re innovative, good for the job, or even right for the job.

Yet, Akio Toyoda, the President of Toyota, runs his grandfather’s business and was bold enough to cast some stones at Tesla and Elon Musk.

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Toyota CEO attempts Tesla analogy and fails: ‘They aren’t really making something that’s real’

“We are losing when it comes to the share price. But when it comes to products, we have a full menu that will be chosen by customers,” Toyoda said. “They aren’t really making something that’s real, people are just buying the recipe. We have the kitchen and chef, and we make real food.”

As if comparing cooking to automotive wasn’t confusing enough, Toyoda actually thinks that Tesla is inferior to his company, even though they don’t have a pure EV in their lineup. They do have a Plug-In Hybrid EV with the Prius PHEV. Still, the company didn’t make any pure EVs because it believes hybrids are “a better bridge between ICE vehicles and hydrogen fuel-cell vehicles,” according to a 2019 article from Car and Driver.

Even still, Toyoda’s apparent attempt to derail and discredit Tesla’s automotive domination through 2020 was weak.

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Your meal this evening will be prepared by Chef Elon Musk

Elon Musk probably doesn’t cook very often for the family. He’s spending his many waking hours trying to figure out what moves will take Tesla to the next level. He likely doesn’t have time to whip up a full dinner for his kids or his partner, Grimes.

Instead, Musk’s full focus is on Tesla. Because of his full-fledged obsession with “accelerating the world’s transition to sustainable energy,” Musk has often said that Tesla’s real competitors are those who refuse to adapt to electrification, and not entities who are embracing the EV revolution, like Volkswagen, for example. Even still, Musk hasn’t gone out of his way to attack CEOs or Presidents of automotive companies that are not willing to build an EV, or a lineup of them, for that matter. Instead, his efforts are solving manufacturing, making cars more affordable, and ensuring the company’s customers that his products are fun to operate.

The Volkswagen ID.3. (Credit: Volkswagen)

The Appetizer

Toyota once had an electric car: The RAV4 EV, but it was discontinued in 2014, according to its website. However, the brand has stated that it will produce six new EV models that will launch over the next five years, citing “global demand” as the reason for the embrace of sustainable transportation. However, unveiling three vehicles that are eerily similar to the Smart Car wasn’t exactly what consumers had planned. Therefore, the company will begin to go after the U.S., Europe, and China: three locations with an unquenchable thirst for electric transportation. They will likely enter China before any other market.

The thing is, Toyota doesn’t seem to have a plan, as of now, to transition to a fully electric lineup. Perhaps this is what Toyoda meant by “we have a full menu.”

Like the fiery and passionate Gordon Ramsay, some chefs would say having a “full menu” is not necessarily a good thing. Having a concentration and focusing on one style of food is advantageous for not only the chefs but also for the customers.

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Cars are no different. Trying to build a lineup of ICE cars, PHEVs, Hybrids, EVs, and Hydrogen Fuel Cell vehicles will have Toyota in a scenario where they are trying to balance so many different power sources. If Toyota plans to attack each subsection of a vehicle with 5-7 models, there is going to be a lot of different strategies going on, and it could spell confusion. Floyd Mayweather once used this to insult SportsCenter anchor Brian Kenny, stating he was “a Man of many traits, but a Master of Nothing.”

It might be easier to focus on one style of car, maybe two. Not five, Toyota.

The Main Course

Tesla and Toyota both have a track record of success. While Toyota’s is longer and more reputable than Tesla’s, just because of a longer existence, Tesla has influenced an entire industry to transition from what they are familiar with. Many car companies focused on creating fast, efficient, and affordable passenger cars powered by fossil fuels. Now that Tesla has come along and proven that EVs are fun, affordable, and good for the environment, massive brands like Ford and Volkswagen are committing themselves to electrification in the future. While some have more ambitious plans than others, there is nothing wrong with taking your time. As long as a company plans to transition away from gas and diesel and into EVs, it will have some backing from sustainability supporters.

The Dessert

Unlike most desserts, this one isn’t going to be very sweet.

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Listening to the head of one of the largest car companies in the world cast stones at Tesla and Elon Musk is quite shocking. “They wanna see you do good, but never better than them” comes to mind here. At one point, Toyoda may have been hoping Tesla could introduce an EV that would give the company some inspiration. In fact, as a company, Toyota may have wanted someone else to dive into EVs so that it could learn from someone else’s mistakes. However, Tesla has had plenty of those mistakes, but its resiliency, which was highlighted by Elon Musk in a series of Tweets earlier this week, has made it the most valuable car company in the world.

Who is Number 2? Toyota.

Check, please.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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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.

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tesla autopilot

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.

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.

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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.

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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.

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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.

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Investor's Corner

Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues

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Credit: Tesla

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.

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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.

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