Investor's Corner
Tesla’s defense of workers’ safety triggers fiery Twitter rebuttal from Reveal
Tesla’s blog post calling out Reveal of intentionally painting a false picture of the company’s safety policies has triggered a fiery Twitter response from the publication on Tuesday. In an extensive article, Reveal alleged that the electric car maker is neglecting workers safety and intentionally mislabeling some of its employees’ injuries to make its facilities appear safer.
Citing former employees of the company and an executive from Worksafe, an organization that has clashed with Tesla in the past, Reveal‘s article suggested that the Elon Musk-led company is operating its facilities in a dangerous, haphazard fashion. According to the publication, much of the dangers that workers face could be blamed on management, especially CEO Elon Musk. The report claimed, for example, that Musk and Tesla’s management allowed the factory floor to have very little hazard markings for dangerous areas because “Elon does not like the color yellow.”
The Reveal article prompted a response from Tesla, which denied the allegations in the report. The Elon Musk-led company went a step further as well, stating that the piece was an “ideologically motivated attack by an extremist organization working directly with union supporters to create a calculated disinformation campaign against Tesla.”
Reveal did not take Tesla’s defense lying down. In a series of tweets on Tuesday, the publication reaffirmed the accuracy of its report. The two reporters who wrote the article have also announced that they will be doing a Reddit AMA to answer questions about their investigation into the electric car maker. Reveal’s tweetstorm could be accessed here, though we have compiled them for easier reading below.
So before yesterday’s investigation came out, Tesla released a statement accusing us of being an “extremist organization” who’s “working directly with union supporters to create a calculated disinformation campaign.” A LOT to unpack right there. So let’s do it.
First of all, there’s zero “disinformation” in this story. The story is based on internal company documents, interviews with five former members of the Tesla safety team and dozens of other current and former employees as well as medical records of injured workers, OSHA records, 911 calls and Tesla’s own injury logs.
That information shows Tesla failed to report some of its serious injuries on legally mandated reports. This makes the company’s injury numbers look better than they actually are.
Case in point: Tarik Logan.
6/ How do we know this? We got his medical records. And the text messages he sent his mom. pic.twitter.com/ciZNJBNwp7
— Reveal (@reveal) April 17, 2018
On to this accusation of “working directly with union supporters”: Our story was done completely independent of any unionization efforts. Some of the workers we talked to supported the union, but many had no involvement – including Tesla’s own former safety experts.
On to those emails: Here’s one from Justine White, the factory’s safety lead, to Elon Musk’s chief of staff on 12/21/16. “I know what can keep a person up at night regarding safety,” she wrote. “I must tell you that I can’t sleep here at Tesla.”
When White resigned, she warned that Musk’s preferences for the color yellow, and other aesthetic tastes, were creating an unsafe workplace. The reporters didn’t rely on just one source for these claims. They spoke with five former safety team members, and they all told the same fundamental concerns.
9/ When White resigned, she warned that Musk’s preferences for the color yellow, and other aesthetic tastes, were creating an unsafe workplace. pic.twitter.com/CPIrhpnHnc
— Reveal (@reveal) April 17, 2018
In its statement, Tesla complained about us visiting employees at their homes unannounced. We didn’t do that, though we do have to do it for some stories. They also complained about us getting in touch with employees on social media. That’s what fair reporters do. They go try to talk to as many people as possible to understand the true story.
Tesla is yet to respond to Reveal’s fiery response.
Back in February, Tesla VP for Environmental, Health, and Safety (EHS) Laurie Shelby published a blog post outlining the company’s target of becoming the safest car factory in the world. Shelby noted that workers safety in an automotive production line usually comes down to a combination of common sense, a culture that values safety, the rollout of proactive preventive measures, and a management that listens to its employees. According to the 25-year veteran in the EHS field, Tesla already exhibited many of these attributes even before she joined the company in October 2017.
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.
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
Elon Musk
Tesla Earnings: financial expectations and what we should to hear about
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects.
Tesla (NASDAQ: TSLA) will report its earnings for the first quarter of 2026 this evening after the market closes, and analysts have already put out their expectations from a financial standpoint for the company’s first three months of the year.
Additionally, there will be plenty of things that will be discussed, including the recent expansion of the Robotaxi program, the Roadster unveiling, and Full Self-Driving (Supervised) approvals across the globe.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.36, while revenues are expected to come in around $22.35 billion.
This would compare to an EPS of $0.27 and $19.34 billion compared to Tesla’s Q1 2025. Last quarter, EPS came in at $0.50 on $29.4 billion of revenue.
Tesla beat analyst expectations last quarter, but the next trading day, the stock fell nearly 3.5 percent. We never quite can gauge how the market will respond to Tesla’s earnings; we’ve seen shares rise on a miss and fall on a beat.
It really goes on the news, and investor consensus, it seems.
What to Expect
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects. Right now, the big focus of investors is the Robotaxi program, the Roadster unveiling, and what the outlook for Full Self-Driving’s expansion throughout Europe and the rest of the world looks like.
Robotaxi
Tesla just recently expanded its unsupervised Robotaxi program to Dallas and Houston, joining Austin as the first cities in the U.S. to have access to the company’s ride-hailing suite.
Tesla expands Unsupervised Robotaxi service to two new cities
Some saw this move as a quick effort to turn attention away from a delivery miss and an anticipated miss on earnings. However, we’ve seen Tesla be more than deliberate with its expansion of the Robotaxi suite, so it’s hard to believe the company would make this move if it were not truly ready to do so.
The company is also working to expand its U.S. ride-hailing service outside of Texas and California, and recently filed paperwork to build a Robotaxi-exclusive Supercharger stall.
Expansion is planned for Florida, Nevada, and Arizona at some point this year, with more states to follow.
Roadster Unveiling
The Roadster unveiling was slated for April 1, and then pushed back (once again) to “probably late April,” according to Elon Musk.
It does not appear that the Roadster unveiling will happen within that time frame, at least not to our knowledge. Nobody has received media or press invites for a Roadster unveiling, and given the lofty expectations set for the vehicle by Musk and Co., it seems like something they’d want to show off to the public.
The Roadster has become a truly frustrating project for Tesla and its fans; evidently, there is something that is not up to the expectations Musk and others have. Meanwhile, fans are essentially waiting for something that is six years late.
At this point, also given the company’s focus on autonomy, it almost seems more worth it to just cancel it, remove any and all timelines and expectations, and surprise people with something crazy down the line, maybe in two or three years. There should be no talk of it.
Full Self-Driving Global Expansion
We expect Musk and Co. to shed some details on where it stands with other European government bodies, as it recently was able to roll out FSD (Supervised) to customers in the Netherlands.
Spain is also working with Tesla to assess FSD’s viability as a publicly available option for owners.
With that being said, there should be some additional information for investors as they listen to the call; no talk of it would be a pretty big letdown.
Optimus
There will likely be a date set for the Gen 3 Optimus unveiling, and we’re hopeful Tesla can keep that date set in stone and meet it. Not reaching timelines is a relatively minor issue, but a company can only do this for so long before its fans and investors start to lose trust and disregard any talk about dates.
It seems this is happening already.
Optimus has been pegged as Tesla’s big money maker for the future. The goals and expectations are high, but it is a privilege to have that sort of pressure when investors know the company’s capability.
SpaceX Board has set a Mars bonus for Elon Musk
Tesla’s biggest rivals fights charging wait times with a modern approach
