Episode Details

Elise hosts the May 6, 2026 edition of Tesla Twenty Four, diving into SpaceX's massive Terafab chip fab plans in Texas, Tesla Semi production ramp-up, the Spring 2026 software update rollout, and robotaxi fleet expansion. Elon Musk's X posts on space-based compute, Nvidia partnerships, and taxes add color to the day's AI and hardware focus. This episode unpacks how these developments could reshape Tesla's timelines and competitiveness.

• SpaceX Terafab facility: $55-119B chip plant for Tesla AI, vehicles, Optimus, and Dojo
• Tesla Semi scaling: 370-unit orders, Nevada production, 500+ mile range
• Spring 2026 update: Self-Driving app, "Hey Grok", 10B FSD miles
• Robotaxi progress: Unsupervised fleet at 26 vehicles in Texas cities
• Elon Musk on X: Space compute laughs, Nvidia GB300 praise, $10B+ taxes

SpaceX's Terafab filing promises in-house semiconductors to bypass Nvidia shortages, while Tesla Semi orders surge with pilot ops live. FSD hits 10 billion supervised miles amid software upgrades, and robotaxis edge forward in Houston/Dallas. Musk engages on orbital data centers and AI hardware dominance.

These updates signal Tesla's push toward AI autonomy and vertical integration—critical for investors tracking execution amid supply crunches and regulatory hurdles.

Tesla news, Elon Musk, SpaceX Terafab, Tesla Semi production, Full Self-Driving update, robotaxi fleet, AI chips, Dojo supercomputer, Nvidia GB300, Tesla software 14.3.2, Optimus robots

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