There are a few new pieces of info from @Tesla in the last 24 hours that I think are worth highlighting:
1) Tesla ended last quarter with the highest Q1 order backlog in over two years.
2) Tesla now has 456,000 active monthly FSD subscribers, generating over $45M/month in revenue.
3) Tesla's fleet is now driving an average of 28.8 million miles per day on FSD, up 100% from just 3 months ago.
4) Tesla is increasing Model Y production at Giga Berlin by 20% starting in July, and hiring 1,000 new employees.
5) Tesla has entered into an agreement to acquire an AI hardware company for up to $2B, of which ~$1.8B is subject to certain service conditions and/or performance milestones dependent on the successful deployment of the company's tech. Tesla didn't say in its 10-Q filing which company this is.
6) Tesla is going to nearly double its GPU training capacity in Q2 2026.
7) The Cybercab will not be subject to the annual 2,500 autonomous vehicle cap.
8) FSD V15 will work on AI4
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