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Why Tesla won’t lose sleep over other automakers achieving massive range ratings
Tesla is normally confronted with plenty of interesting and challenging metrics from competitors, especially in terms of range and speed. With the Mercedes-Benz VISION EQXX accomplishing a major feat of over 1,000 kilometers (620 miles) driven on a single charge earlier this week, many may wonder if Tesla engineers are scrambling around attempting to crank out some new EV with 2,000 kilometers of range. I can assure you they are not.
The accomplishments of Mercedes-Benz in its electric vehicle program are not to be slighted. While the luxury automaker is working to develop and ramp its EQ lineup, which will consist of fully and partially electric vehicles, Mercedes is definitely coming out with some pretty interesting and eye-grabbing records and points of strength, especially indicated in its most recent range ratings and assessments of its semi-autonomous driving functionality. Its most recent release from April 13 tells us the story of the VISION EQXX and how it drove 626 total miles on a charge.
“We did it! Powering through more than 1,000 kilometers with ease on a single battery charge and a consumption of only 8.7 kWh/100 km (7.1 kWh per 62 miles) in real-world traffic conditions,” Ola Källenius, Charman of the Board of Management for Mercedes-Benz Group AG, said. “The VISION EQXX is the most efficient Mercedes ever built. The technology program behind it marks a milestone in the development of electric vehicles. It underpins our strategic aim to ‘Lead in Electric.’”
Traveling on a route through Germany and Italy, crossing the towns and cities of Sindelfingen, Gotthard Tunnel, Milan, and Cassis, 11 hours and 32 minutes of driving time ended its 626-mile trek successfully with a single charge.
Erfolgreicher Roadtrip MissionXX – von Sindelfingen über die Schweizer Alpen nach Cassis an der Côte d’Azur. Der Mercedes-Benz VISION EQXX fährt über 1.000 km mit einer Batterieladung und einem Durchschnittsverbrauch von 8,7 kWh/100 km. // Successful MissionXX road trip – from Sindelfingen across the Swiss Alps to Cassis on the Cote d’Azur. The Mercedes-Benz VISION EQXX sets efficiency record – over 1,000 km on a single battery charge and average consumption of 8.7 kWh/100 km.
Many of those interested in electric vehicles may be thinking, “This is just another thing Tesla has been beaten on.” “It’s only a matter of time before others do it, too.” “Tesla won’t achieve this, they’re stuck in the 400-mile range threshold.”
Tesla, as a company, is likely excited other companies are accomplishing these endurance-type runs so they don’t have to. If the automotive industry in 2022 was the same as what it was in 2010: a gas engine-dominated sector with relatively no electric options, then sure, maybe Tesla would care. But maybe not. The landscape of the EV industry has become so obsessed with these incredible metrics that many consumers forget they won’t need over 600 miles of range. How many gas car drivers go to a dealership thinking, “I will only buy a car if it offers me 620 miles of driving on a tank?”
CEO Elon Musk even stated recently that having “too much” range is not necessarily a good thing for electric vehicles.
“We could’ve made a 600-mile Model S 12 months ago, but that would’ve made the product worse imo, as 99.9% of time you’d be carrying unneeded battery mass, which makes acceleration, handling & efficiency worse,” Musk said recently. “Even our 400+ mile range car is more than almost anyone will use.” ABC News says the average American only travels sixteen miles per day for work. U.S. Census data even says Americans only spend around 27.6 minutes driving to work one way.
Tesla has held this perspective for some time. “Mass is the enemy of both efficiency and performance, and minimizing the weight of every component is an ongoing goal for our design and engineering teams,” it said in a blog post announcing the 400-mile Model S in June 2020.“Several lessons from the engineering design and manufacturing of Model 3 and Model Y have now been carried over to Model S and Model X. This has unlocked new areas of mass reduction while maintaining the premium feel and performance of both vehicles. Additional weight savings have also been achieved through the standardization of Tesla’s in-house seat manufacturing and lighter weight materials used in our battery pack and drive units.”
While there is certainly no reason to knock on Mercedes-Benz’s accomplishments, there needs to be a relative sense of what is ultimately appropriate in terms of EV range. Endurance runs are completely legitimate and interesting ways to prove your battery and efficiency metrics, but they’re not something proven EV companies will look at down the road. The successful automakers will be focusing on avoiding supply chain issues, ramping battery supply chain manufacturing, becoming more vertically integrated, and working to create price parity between EVs and their gas counterparts.
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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.
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
