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Tesla’s 62-stall Supercharger project in Santa Monica gains new momentum
Tesla’s 62-stall V3 Supercharger project will be a topic of discussion at this evening’s Santa Monica City Council meeting. The site of 1401 and 1421-1425 Santa Monica Boulevard was originally the planned location of Tesla’s largest V3 Supercharging station in the world. However, an Emergency Interim Zone Ordinance delayed the project. A Santa Monica City Council agenda for the March 30th meeting shows there could be a reconsideration in the Emergency Ordinance for the two lots where Tesla planned to install 62 of its fastest electric car chargers. The ordinance temporarily reserved the area for affordable housing.
On March 4th, the Santa Monica City Council chose to approve the 62-stall Tesla Supercharging station. Just days later, the City Council included the two lots that Tesla had chosen in an Emergency Interim Zoning Ordinance that reserved the land for condos and apartments. It didn’t scrap the project completely, but it would delay the Supercharging facility for a minimum of 45 days and could be extended to two years. The March 9th meeting effectively reserved unoccupied lots for prospective housing development. Tesla’s lot fit the bill, and the project lost its momentum.
Tesla’s largest V3 Supercharger facility is coming to Santa Monica
Now, revisions have been made to the Santa Monica City Council’s plan, and new areas are being considered for the affordable housing push. According to the Agenda available on the Santa Monica City Council website, the updates will be discussed at tonight’s meeting.
Instead of having housing be introduced in previously chosen areas, the City Council is now considering new regions of Santa Monica. In particular, regions that have not been used for affordable housing in the past are being considered heavily. This bodes well for Tesla’s Supercharger project on Santa Monica Boulevard because some of the listed areas in the Update show that housing could be pushed further north, several blocks away from the planned area for the V3 Supercharger lot.
The Update says:
“In order to take steps towards addressing Santa Monica’s past history of housing segregation, the Commission supported introducing housing potential, particularly affordable housing, in areas that have historically not accommodated housing, such as Montana Avenue, the Office Campus zone, and Main Street, especially on city-owned properties such as surface parking lots.”
Montana Avenue runs nearly a mile north of Santa Monica Boulevard, just south of the wealthy Brentwood neighborhood. Main Street runs along the coastline of Santa Monica and is perpendicular to Santa Monica Boulevard. The Office Campus Zone is located in several different areas, and all are several miles East of Tesla’s proposed Supercharger location.
The highlighted areas are being considered for Affordable Housing locations. Tesla’s planned V3 Supercharger location is denoted by the Tesla logo and red dot. (Map: Santa Monica Community Development Department)
The City Council was also not supportive of introducing new housing potential in the Industrial Conservation Zone. This is denoted by the dark grey areas located about two blocks south of the planned Supercharger project. Several concerns, including historic racial inequities, existing overconcentration of affordable housing in proximity to the area, and “the need to ensure the City’s economic sustainability by retaining former industrial properties for businesses” make the area ideal for market-rate housing, but not affordable housing. Because of the Supercharger location’s proximity to the area, this bodes well for Tesla’s project, as affordable housing is already available in plentiful amounts and the City Council is more interested in moving housing opportunities to the highlighted areas.
The Update does mention that the “Commission was supportive of increasing housing potential on vacant parking lots associated with commercial uses,” but there are plenty of lots that fit those specifications in Santa Monica.
The Santa Monica City Council will hold a meeting tonight at 5:30 PM PST to discuss the new recommendations. The meeting could bring new momentum to Tesla’s Santa Monica Supercharger project if the area it has chosen is exempt from the Emergency Interim Zoning Ordinance.
The Update to the Santa Monica City Council’s Housing Recommendations is available below.
Santa Monica City Council Update by Joey Klender on Scribd
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
