Overview
Tesla is an electric vehicle and clean energy company led by Elon Musk, which has been aggressively expanding into AI with investments in self-driving technology, the Optimus humanoid robot program, and robotaxi services.
Recent Developments
- 2026-07-03: robotaxi launched in Miami — fifth US city, first outside TX/CA, fully unsupervised (no in-car safety monitor) on FSD v13 camera-only stack (2026-07-06-tesla-robotaxi-miami-no-safety-monitor)
- 2026-06-28: grok 4.5 private beta at Tesla for next-gen FSD reasoning; not yet in production deployments (2026-07-06-grok-45-private-beta-spacex-tesla)
- 2026: Raising 2026 AI capex to over 8.53B in 2025 - nearly tripling)
- 2026: Cybercab production planned for later 2026
- 2026: Robotaxi rollout planned for select US cities
- 2026: Investor reaction: shares dropped nearly 3%
AI Strategy
- Self-driving technology (Autopilot, Full Self-Driving)
- Optimus humanoid robot program
- Robotaxi services
- Massive AI infrastructure investment to support these initiatives