TheTechno Optimist.

Tesla—Tesla shareholders approve a performance pay package for Elon Musk tied to robotaxi, Optimus and market-cap goalsTesla RobotaxiTesla—Tesla begins Robotaxi rides without safety monitors in AustinCybercabTesla—Cybercab enters formal production at Giga Texas, at a slow initial rateOptimusTesla—Tesla ends Model S and Model X production to convert the Fremont line for OptimusAI5 ChipTesla—Tesla AI5 chip tapes out on Samsung 2nm and TSMC; mass production expected mid-2027Megapack 3 / MegablockTesla—Tesla begins Megapack 3 and Megablock production at Houston facility, targeting 50 GWh/yearOptimusTesla—Tesla says first Optimus production lines are being installed at Fremont, designed for 1M robots a yearCybercabTesla—NHTSA opens an audit of Tesla's self-certification that Cybercab meets federal safety standardsCybercabTesla—Tesla holds its Cybercab launch event and begins Cybercab rollout in AustinSupercharger Network / NACS StandardTesla—NACS becomes North American standard (SAE J3400); Stellantis Jeep and Dodge models gain Supercharger accessCybercabTesla—The first Cybercab production unit, with no steering wheel, rolls off the line at Giga TexasTesla RobotaxiTesla—Tesla expands unsupervised Robotaxi service to Dallas and HoustonFull Self-Driving (Supervised)Tesla—NHTSA escalates its FSD probe to an engineering analysis after more crashes in poor visibilityFull Self-Driving (Supervised)Tesla—The Netherlands becomes the first European country to approve FSD (Supervised)Full Self-Driving (Supervised)Tesla—Tesla drops the Full Self-Driving name in Europe after German pushbackFull Self-Driving (Supervised)Tesla—Tesla's fleet passes 10 billion miles driven on FSDTesla RobotaxiTesla—Tesla opens Robotaxi rides in Austin and the Bay Area to all iPhone app usersCybercabTesla—EPA documents reveal Cybercab specs: ~48 kWh battery and 219 hpTesla SemiTesla—Tesla Semi volume production begins at Nevada Gigafactory; Standard Range and Long Range variants rampingUnboxed Assembly ProcessTesla—Tesla Cybercab production begins at Giga Texas using Unboxed assembly process; paid rides start September 4

AI5 Chip

by TeslaUS

Tesla's next-generation AI accelerator. 8x more compute, 9x more memory than HW4. Delivers 2,500 TOPS AI performance and 144 GB memory per chip.

ProtoStage 2 of 5

Taped out mid-2026; volume production mid-2027. Powers FSD, Optimus and training.

Updated Jul 2026Checked 10 Oct0 updates this week

Milestones

Next · Production orders begin at Samsung Taylor and TSMC
  1. AI5 chip taped out on Samsung 2nmJul 2026Complete.
  2. Production orders begin at Samsung Taylor and TSMCTarget Q4 2026Current milestone.
  3. Mass production begins, volume shipmentsTarget Q2 2027Not yet reached.

Most important updates

Upcoming

  1. Q4 2026Production orders begin at Samsung Taylor and TSMC (next)
  2. Q2 2027Mass production begins, volume shipments
Primer