Tesla chose to build its next Gigafactory production facility in Austin, Texas, and not in Tulsa, Oklahoma. Even though the Oklahoman city that has housed several automotive manufacturing plants in the past didn’t land the electric automaker’s next facility, it is still looking to develop its car industry by bringing in suppliers.
Oklahoma Secretary of Commerce Sean Kouplen said last week that his department had launched a new plan that was geared toward enticing existing automakers to expand their businesses to Tulsa. The “accelerator program,” as The Oklahoman called it, would also aim toward luring the automotive industry to Tulsa.
In the past, the state has been home to several large car companies as a base for vehicle manufacturing. Not only did Ford have an assembly plant in Oklahoma from 1915 through the 1960s, but General Motors also had a manufacturing facility in the state from 1979 to 2005.
The automotive industry accounted for 28,000 jobs in Oklahoma in the past, according to the State’s Historical Society. With demand for cars at an all-time high based on population increases, the possibility for manufacturing jobs in the automotive sector is exponentially higher than what it was several years ago. And although Texas will house Tesla’s new facility, Kouplen maintains the fact that other car companies are more than welcome to come to Oklahoma.
“We’ll take anybody. We believe there is a revolution occurring within the automotive world,” Kouplen said on August 6. “Frankly, we think the tier one and tier two suppliers would be very smart to move to Oklahoma.”
If car companies decide to take a chance on Tulsa, it could help the city with an injection of jobs that have been lost due to the COVID-19 pandemic. TuslaWorld indicates that almost 275,000 jobs have been affected by the presence of the virus.
Tulsa was in the running for Tesla’s new Gigafactory with Austin since news broke in May that the company was planning to open a new production plant. Although it was relatively obvious that CEO Elon Musk wanted Texas based on a poll he posted on Twitter in early 2020, Tulsa had plenty of advantages.
It had a solid economic foundation, it had plenty of engineers willing to work for the company, and it had a lot of enthusiasm from politicians and citizens. The city also went as far as painting a notorious statue of an oil driller with Elon Musk’s face and the Tesla logo on its chest.
TESLA TO TULSA: The Golden Driller is all for Tesla coming to Tulsa. pic.twitter.com/7C6NtPh6Wp
— NewsChannel 8 | KTUL (@KTULNews) May 19, 2020
However, Tesla ultimately chose Austin based on the fact that many of the company’s key executives were more interested in the Texas city.
“When talking to key members of the team that would need to move to Austin from California in order to get the factory going, Austin was their top pick to be totally frank,” Musk said in an interview with Automotive News in August. “That was a big factor in choosing Texas and Austin. Specifically Austin. I guess a lot of people from California if you ask them what’s the one place you’d move outside of California, it’s Austin.”
H/t: The Oklahoman
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
