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Tesla’s Project ‘Roadrunner’ opens the doors for the Model S Plaid’s release
Documents and filings about Tesla’s facility in Kato Road, near the Fremont Factory, suggest that the electric car maker is attempting to ramp its operations on the site, which is rumored to be an in-house battery research and manufacturing facility. The project, dubbed “Roadrunner,” is expected to start producing battery cells that are created by Tesla, for Tesla vehicles. And in a way, such a project could pave the way for the release of the company’s next flagship sedan: the Model S Plaid.
Recent filings from the company to the City of Fremont indicate that Tesla has a “small-scale” battery manufacturing operation in the city. That said, the company is now planning on ramping its operations, with workers increasing to 470 people overall, 400 of which “work in shifts, such that there are 100 employees working at manufacturing and production operations at any given time, all day, every day.”
Details of project Roadrunner have not been disclosed by Tesla, though expectations are high that it would play a huge role in the upcoming Battery Day event, which is scheduled this September. Just like the Kato Road facility, official details about Battery Day are quite slim, though speculations suggest that Tesla would be discussing the development of its next-generation cells, the million-mile battery.
The implications for the million-mile battery are numerous, from electric vehicles that could outlast their internal combustion counterparts to battery storage systems that could last literal decades. But apart from these advantages, better batteries could also help electric vehicles tap into even higher levels of performance. Fortunately, Tesla actually has a vehicle lined up with such a goal in mind. It was even sent over to the Nurburgring last year, where it set unofficial records before it was brought home to the United States.
This vehicle is the Tesla Model S Plaid. The Plaid Model S is, as per Elon Musk, equipped with three electric motors that would allow the vehicle to perform even better than the already impressive Raven Model S Performance that’s available today. What is particularly interesting is that neither Tesla nor Musk has spoken about the Model S Plaid’s battery. Speculations from the Tesla community suggest that the upcoming variant of the flagship sedan could be the perfect first vehicle to carry the company’s next breed of batteries.
In a way, it would be almost poetic. The Model S is the vehicle that represents the point when Tesla hit its stride as a legitimate automaker. It is also the car that put Tesla on the map in the car industry, with the vehicle sweeping multiple awards during its tenure. It would then be unsurprising if Tesla rolls out its next-generation batteries on the pinnacle of the Model S as well.
Such a project would be a good match too, considering that the Kato Road facility is just a pilot battery cell production line, and thus, likely able to support only a limited number of vehicles per year. What’s more, Elon Musk has also suggested that the Plaid Model S’ was poised for a 2020 release, practically making it a perfect fit for the company’s project Roadrunner ramp.
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
