All In On Musk
Angular stainless pickup on open groundGold two-seat robotaxi with the doors open on a wet streetWhite electric crossover on a coastal road

01 · Drive itself.

Tesla

Tesla sells the car, the battery, and the software that tries to drive. The bet is that the same stack powers taxis, trucks, and the grid.

In productionVehicles shippingReportedUnsupervised robotaxiAnnouncedRoadster

Build the car.

Vehicles

In production

Model S, 3, X, Y, and Cybertruck. Cybertruck is in production. Volume and margin still move quarter to quarter. Read the 10-Q, not the clip.

Take the wheel.

Robotaxi / FSD

Reported

Supervised FSD is a shipping driver aid. Unsupervised ride service has been reported in narrow geofences. A Florida fleet model on this site is a workbook, not Tesla's plan.

Haul it.

Semi

Limited

A few fleets have trucks. Volume production is the open question. Treat delivery counts as Limited until Tesla publishes a run rate.

Show the car.

Roadster

Announced

Announced. Not a car you can buy. Unveiling talk is not a production date.

Store the night.

Energy storage

In production

Megapack for utilities. Powerwall for buildings. This is a product line, not a slide.

Catch the noon.

Solar

In production

Panels and Solar Roof sit under Tesla Energy. Roof volume has lagged the slide. Panels are the working business.

Walk the floor.

Optimus

Prototype

A humanoid in prototype. Factory clips are not a shipping product.

Train the net.

Dojo

Reported

Tesla's training-computer effort. Scope and even the name of the program have shifted in public comments. Status moves.

Own the wafer.

Terafab

Discussed

A discussed chip fab, not a plant with a loading dock. See the Terafab page.

Open questions

  • Unsupervised miles inside a named geofence, from Tesla, not a fan map.
  • Semi deliveries versus the last stated target.
  • Megapack backlog, when Tesla prints it.
  • Whether Terafab stays a sentence or becomes a site.

On the desk

Nothing tagged All on the starter desk.

tesla.comX accountTerafabEnergy

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