Concept
19 Aug 2021
A person in a suit and drawings. No working robot. Musk said a prototype would probably come the next year.
Reuters, 19 Aug 2021Tesla
Price
—
Cap
—
P/E
—
P/S
—
Next earnings
Oct 21, 2026
Timelines
Scroll sideways.
Car Models Timeline
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Unveil
First delivery
Refresh
Claim
Met
Missed
Cybercab Timeline
Busy weeks keep the biggest news as names. Older counts stay as dots. Tap a dot for the source.
Unveil
Production
Public
Claim
Met
Missed
Optimus Timeline
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Demo
Factory
Volume
Claim
Met
Missed
Semi Program Timeline
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Unveil
Delay
Pilot
Volume
Order
Battery Timeline
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Unveil
Delay
Cars
Cells
Lithium
Cathode
Anode
Claim
Met
Missed
Megapack Timeline
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Unveil
Deploy
Factory
Production
Claim
Met
Missed
Energy Storage Timeline
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Unveil
Deploy
VPP
Product
Claim
Met
Missed
Solar Timeline
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Unveil
Deal
Product
Deploy
Claim
Met
Missed
Hardware Timeline
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Cooling
Factory
Wires / by-wire
Body / pack
Drive
Claim
Met
Missed
Factory Timeline
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Announced
First production
New line
Paused
Claim
Met
Missed
Chip Roadmap Timeline
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Car chips
Dojo
Upgrade
Roadmap
X account
Claim
Met
Missed
FSD Timeline
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FSD
Robotaxi
Claim
Met
Missed
FSD Versions
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US car prices
Prices as reported by the press from Tesla's order page. Tesla rarely announces them.
Source: press reports of Tesla’s order page. Each tip has the link.
Full Self-Driving prices
US one-time price on the left. Monthly price on the right.
Source: press reports. Each tip has the link.
Tesla ownership mix
2014 to now
Funds
Elon
Pay-share award
Regular people
Tesla shares
Tesla IR · Fintel
Revenue per Employee ($K)
Tesla 10-K. Big tech 10-K. SpaceX S-1 sales; Revelio headcount.
Profit per Employee ($K)
Net income ÷ reported employees ($K). Bullfincher (FMP / SEC filings), last updated Apr–Aug 2026 by ticker. Apple, Microsoft, Nvidia use fiscal-year labels as chart years. SpaceX omitted — S-1 headcount/profit mix not clean enough for this series.
Average price per car
Estimated average price per car: automotive revenue ÷ cars delivered. Includes leasing. Tesla does not report this number.
Revenue by Geography ($B)
Tesla 10-K. Sales location. FY2015–FY2025. Norway and the Netherlands sit in Other after 2019, as Tesla reports it.
United States
China
Other international
Source: Tesla 10-K geographic areas. Totals match reported revenue.
Profit by Geography ($B)
Tesla 10-K pretax income. United States vs Foreign. Tesla does not print China profit.
Gross Margin Bridge — FY2022 to FY2025
Key drivers of margin compression from 25.6% to 18%
Semi orders
Wait-list
Order
In service
Short Interest (% of Float)
2.2%
Current · short % of float · Aug 26
NASDAQ short interest % of float. 2010 from Bloomberg float. Latest Aug 2026.
Insider Trading Activity
2021 $16.4B and 2022 $22.9B are off the chart. Scale now fits the $1B buy and director plans.
| Date | Insider | Type | Plan | Shares | Value |
|---|
DCF Calculator — Implied Share Price
Implied Share Price
$0
TTM $103.6B · 3.756B shares. Not advice.
Price Alert Simulator
Key Milestones Timeline
Company
Cars
Autonomy
Claim
Met
Missed
EV Competitor Comparison — FY2025 / Live Caps
| Metric | Tesla | BYD | Rivian | Lucid |
|---|---|---|---|---|
| Revenue (FY) | $94.8B | $109.4B | $4.8B | $0.8B |
| Deliveries (FY) | 1.64M | 4.27M | 51K | 9K |
| Gross Margin | 18.0% | 20.4% | -5.2% | -112% |
| Net Income | $3.8B | $4.5B | -$4.7B | -$2.7B |
| Market Cap | ~$1.44T | ~$110B | ~$12B | ~$6B |
| P/S (TTM) | ~14.7x | ~1x | ~2.5x | ~7.5x |
| Cash | $43.5B | ~$18B | $5.8B | $3.4B |
| H1 2026 deliv. | 838K | — | — | — |
Source: Company filings, SEC 10-K/20-F. Tesla market cap/P/S live as of Jul 2026; Tesla cash = cash+investments end Q2’26 ($43.5B); peer caps/cash approximate.
FSD Miles Driven
FSD miles
Supervised from 2021. Dashed lines have their own chips.
FSD World Map
Not Autopilot / EAP · seed 9 Sep 2026
Supervised + Unsupervised
Tap a country. Flag fill is Supervised.
No country-wide Unsupervised FSD. Blue pins are city Robotaxi only.
Robotaxi Fleet Status
Registered
739
registered (per Robotaxi Tracker) · not a deployed fleet · 151 seen in 30 days (as of 6 Oct 2026)
Unsupervised Now
~305
30-day active · community · ~Sep 12 · 56→~200/~7wk
Live Markets
7
Tesla Q2 2026 IR · metros with service
Largest City
Bay Area
supervised only (CA) · no city count
739 = 420 Model Y + 319 Cybercab (43%) · registered (per Robotaxi Tracker) · 9 Oct 08:41 SGT · still 739 at 10 Oct 01:25Z · 151 seen in 30 days (as of 6 Oct 2026) · texasavtracker · robotaxitracker · TeslaNorth
FSD Timeline
Tap a name for the source.
FSD
Robotaxi
Claim
Met
Missed
FSD Versions
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FSD / Robotaxi areas
Robotaxi Over Time
Each line is its own count. The 739 count is registered (per Robotaxi Tracker), not a deployed fleet and not a Texas DMV total. It is 420 Model Y + 319 Cybercab. 319 of 739 is 43% Cybercab. The step is 9 Oct 2026 00:41Z, which is 9 Oct 08:41 SGT. Rechecked 10 Oct 2026 01:25Z, still 739. On 10 Oct 2026 18:03 UTC (11 Oct 2026 02:03 SGT) Tesla said 300+ Cybercabs are serving Austin. That indigo point is Tesla’s active Cybercab count. It is not the purple Cybercab plates line. 319 registered Cybercabs and more than 300 active can both be true. They are not the same count. Plates stay registered (per Robotaxi Tracker). Austin sightings are a community camera count. The rust point is an observer estimate of about 190 to 200 Cybercabs at Tesla’s Houston lot on 6 Oct 2026. Not a Tesla figure. Community in service is Radar, not plates. Diamonds are news, not a car count. The gold line is today on this phone or computer. The dashed line is Cern Basher’s vehicles-needed estimate. It uses this same scale and sits much higher. Not a Tesla count.
Registered (tracker)
Model Y plates
Cybercab plates
Austin sightings
Austin driverless
Community in service
Community unsupervised
Fleet est.
Giga spotter
Houston lot (observer)
Tesla active Cybercabs >300
Estimate (CernBasher)
News
Now
Cern Basher, 3 Oct 2026. Numbers are the vehicles-needed column in the table on that post. He also says Texas, not counting Florida, has 589 registered and looks about two weeks ahead of this curve. That 589 was the 2 Oct print. The page now shows 739, registered (per Robotaxi Tracker). Not a deployed fleet. His revenue column uses $2.50 a mile and is not on the chart.
Competitors
Researchy · 6 Oct 2026 · tap a cell for the source and the date
Where two sources disagree, both numbers stay on the row. n/a means the source does not give that figure.
Cities
Robotaxi operators. The bar is the listed city count. Tesla’s bar is the Q2 count of 7. The FAQ names 5. That split is on the Tesla row.
Fleet size
Robotaxi operators with a number. Tesla’s bar is 739 registered (per Robotaxi Tracker), not cars on the road. The tracker saw 151 of those cars in 30 days, as of 6 Oct 2026. Baidu, May Mobility, Motional, and Nuro publish no operating fleet, so they have no bar. Nuro’s 20,000+ is a plan, not cars on the road.
Cybercab Count
Not official Tesla totals
Cybercab Timeline
Busy weeks keep the biggest news as names. Older counts stay as dots. Tap a dot for the source.
Unveil
Production
Public
Claim
Met
Missed
Optimus Humanoid
How Optimus has changed
Bumblebee
30 Sep 2022
First robot to walk on stage, without a tether. Musk’s spoken name that night was Bumble C.
Tesla, AI Day 2022Gen 1
Mar 2023
Tesla’s Dec 2023 video labels a March 2023 robot “Optimus – Gen 1.” No day in March was stated.
@Tesla_Optimus, 13 Dec 2023Gen 2
13 Dec 2023
Tesla-designed actuators, 30% faster walk, 10 kg lighter, new 11-DoF hands. Real, not CGI.
@Tesla_Optimus, 13 Dec 2023V2.5
6–7 Sep 2025
Musk named the finished outer body V2.5 and said V3 had not been shown.
Elon Musk, 7 Sep 2025Leaked renders from Tesla's app, not confirmed
23 Sep 2026
Renders from Tesla’s Android app files. Tesla promised a Q1 2026 Gen 3 unveil. Not unveiled yet.
@TeslaNewswire, 23 Sep 2026Now (hardware)
Gen 3
Fremont lines · Academy first
Next gen
Gen 4
Texas high-volume plan
Gen 4 site
Giga TX
~summer 2027 start claim
Musk price target
<$20–30K
claim · not list price
Gen 3 vs Gen 4
Program Timeline (milestones)
Tap a name for the source.
Optimus Timeline
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Demo
Factory
Volume
Claim
Met
Missed
Watch the progress
Official YouTube. Click a point to play.
Later clips are on X only. Not in this player.
What can they actually do?
Tap a cell for the source.
Tap a cell for the source. Honest default is Don’t know.
Yes
Kind of
Not really
No
Don’t know
Tesla Semi
Volume line
Apr 2026
first truck off NV line
Factory capacity
50K/yr
nameplate · Giga Nevada
Range (demo)
500 mi
highway · max weight claim
Charge
1.2 MW
Megacharger class
Semi revenue sketch
Named trucks × the 2017 long-range list price ($180k). Not a 2026 price. Tesla has not guided Semi revenue or profit, so there is no profit bar.
2026 named slice is Einride’s first ~75 plus WattEV’s first ~50. 2027 named slice is the rest of those two orders. The rest of the public book has no year. One full factory year at that old list price would be about $9B. That is capacity math, not a Tesla target. 2017 list price
Supply and demand
Known orders next to what the factory can build.
Demand
Supply
Demand is the named public book, including Forum Mobility at 330. Supply is the Nevada nameplate, 50,000 a year. 2026 build guide is “many thousands” (Dan Priestley, May 2026). Tesla did not print a 2026 unit count, so that guide is not a bar. TT News
Estimated Annual Semi Units (sparse)
Estimates · Tesla does not publish Semi units
Semi orders
Wait-list
Order
In service
Named 2026 orders: Einride 500 + WattEV 370 + F Transport 40 + King Fio 20 = 930. Walmart is the 15 at reveal, not later ~130 reports. DHL is the 10 reserved in 2017.
Megapack & Energy Storage
Megapack Timeline
Tap a name for the source.
Unveil
Deploy
Factory
Production
Claim
Met
Missed
Energy Storage Timeline
Tap a name for the source.
Unveil
Deploy
VPP
Product
Claim
Met
Missed
Energy Storage Deployments (GWh)
From Tesla charts data
Energy Revenue ($B)
Energy storage + solar · IR
Supercharger Network
Total Stalls
85k+
Tesla Charging · 2 Oct 2026
Sites
9k+
Tesla Charging · 2 Oct 2026
Recent Growth
+2.4K
stalls added Q2 2026
Tesla Charging, 2 Oct 2026 · 85k+ stalls and 9k+ sites. Q2 Update was 82,357 connectors and 8,704 stations. Chart: Tesla IR · supercharge.info
Batteries & Cells
Cell formats
2170 / 4680
+ supplier LFP packs
4680 status
Ramping
Cybercab · Semi · Y
Battery Day
Sep 2020
5× energy claim (target)
Storage link
Megapack
mostly non-4680 today
4680 Readiness Score (qualitative)
Qualitative 0–100
Where Cells Go (illustrative share)
Illustrative mix
Battery Timeline
Tap a name for the source.
Unveil
Delay
Cars
Cells
Lithium
Cathode
Anode
Claim
Met
Missed
Where the cars are going
Wait is a new-order date, not cars built. Sold is the last real print. A blank means Tesla did not publish it.
US
2026 closed
Sold: Tesla does not print US units.
Plant: Fremont and Texas.
China
126,157
Sold: Q2 deliveries in China. 26% of the world total.
Plant: Shanghai. That plant also ships cars out.
Europe
Not printed
Sold: Tesla does not print Europe units. Q2 growth was described as Europe-led.
Plant: Berlin for Model Y. Some cars still come from Shanghai.
Other
Canada late
Sold: Tesla does not print this bucket.
Plant: Canada Model 3 from Shanghai. Canada Model Y from Berlin.
Earlier
Latest
Car Models Timeline
Tap a name for the source.
Unveil
First delivery
Refresh
Claim
Met
Missed
Tesla vs other brands
Battery cars sold, by brand
Battery cars only. A gap is a missing print.
Tesla sales per million people
New Teslas divided by population. A country is left out when that year has no full count.
Most efficient EVs, top 10
Lowest energy use first. Each tab is one test. The numbers are not mixed.
Who sold the most battery cars
Battery cars only · no PHEV or hybrid
#1 Pure BEV
BYD
2.26M units · FY2025
Tesla Rank
#2
1.64M pure BEV
Tesla vs BYD BEV
−0.62M
FY2025 gap
Scope
BEV
no PHEV / EREV mix
Battery-car sales by brand
2025 full year · Tesla highlighted
Best-selling battery cars, Jan–Aug 2026
Models, not brands. January through August 2026. Not a full year. Top 10 of the CleanTechnica table.
Model Y (748,088) sold more than #2 BYD Song / Seal U (325,091) and #3 Geely Xingyuan (321,454) combined (646,545). Same table. @JeebsTX, 4 Oct 2026. Source: CleanTechnica, 4 Oct 2026 · @stats_feed.
H1 vs H1
Same period · battery cars only.
Car hardware
Cooling brick
Superbottle
Model 3 · 2018 teardown
Heat pump valve
Octovalve
Model Y · 2020
Low voltage
48V
Cybertruck · Nov 2023
How they build
Unboxed
Cybercab on the road 2026
Hardware Timeline
Tap a name for the source.
Cooling
Factory
Wires / by-wire
Body / pack
Drive
Claim
Met
Missed
Terafab
Factory Timeline
Tap a name for the source.
Announced
First production
New line
Paused
Claim
Met
Missed
Fab / Terafab
One page for Tesla and SpaceX. Campus dates. Samsung AI6 is near-term supply, not this campus. Tap a name for the source.
Supply
Campus
Filing
State incentive
Plant
Claim
Chips & AI Compute
Estimates labeled
Fleet inference
HW3 → AI4
AI4+ mid-band · AI5 next
HW3 system
~144 TOPS
Tesla dual-chip claim (2019)
AI4 (HW4)
~3–5× HW3
~300–500 TOPS (est.)
Training path
Nvidia + xAI
Dojo deprioritized 2025–26
Chip Roadmap Timeline
Tap a label for source
Car chips
Dojo
Upgrade
Roadmap
X account
Claim
Met
Missed
Inference Compute by Generation (TOPS)
Claims + estimates · AI5/AI6 roadmap
Peak Power Draw (W) — inference computers
Public peak-power claims
Generation Spec Sheet
Sources
Sources
China NEV Market
Source: CPCA, CAAM, company IR filings
China Total NEV Sales (M units)
BEV + PHEV · Source: CAAM
Brand Growth Comparison (K units)
September 2026 Tesla China wholesale was 95,366, the high month of 2026 (CPCA, via CnEVPost). That figure includes exports. It is not a bar on this yearly chart, which still ends at Q1 2025.
Revenue Comparison ($B USD)
Quarterly 2023–Q2 2026 · Tesla Q2’26 official; peer Q2’26 pending · Source: company IR
Net Profit / Loss Comparison ($B USD)
Quarterly 2023–Q2 2026 · Negative = net loss · Source: Company reports
SpaceX–Tesla merger watch
Same claims as SpaceX → Story. Dots sit on the day the claim was said. No close date.
Met
Missed
Open
Vehicles predictions
Tesla vehicle predictions on a true calendar. SpaceX, Neuralink, Boring, xAI, and X sit on those company pages.
Met
Missed
Open
FSD predictions
Dots sit on the day the claim was said.
Met
Missed
Open
Manufacturing predictions
Factories, cells, and volume targets.
Met
Missed
Open
Energy predictions
Solar, Powerwall, and Megapack.
Met
Missed
Open
Optimus predictions
The Tesla bot.
Met
Missed
Open
Other Tesla predictions
Insurance, Supercharger, and other Tesla-only items. Hyperloop sits with Boring.
Met
Missed
Open
DOGE predictions
No DOGE company tab. These stay here so they are not lost.
Met
Missed
Open
Prediction Accuracy Over Time (%)
Accuracy = delivered / (delivered + missed) for predictions with that target year
Predictions by Category
Predictions by Status
ARK Invest TSLA Price Target 2029
Bear
$800
Base
$1,400
Bull
$2,600
Source: ARK Big Ideas 2025 · Open-source model
Revenue Mix — Bull Case 2029
Robotaxi
$536B
63% of revenue · 7.5M fleet
Vehicle Sales
$204B
24% · ~12M units
Energy
$68B
8% · Storage + Solar
Insurance + Other
$42B
5% · Fleet data advantage
Key Assumptions
1
Robotaxi Launch & Scaling
2
Revenue per Robotaxi: $71K–$100K/yr
3
12M Vehicle Sales by 2029
4
FSD Adoption: 50%+ Take Rate
5
40%+ Operating Margin on Robotaxi
Bear vs Bull
Bear Case ($800)
- Robotaxi delayed to 2028+
- Vehicle sales flat at ~2M/yr
- FSD remains supervised
- Margins stay compressed
- Competition erodes market share
Bull Case ($2,600)
- Unsupervised FSD works by 2027
- Robotaxi in 50+ cities by 2029
- 12M+ vehicle deliveries
- Energy becomes $50B+ business
- Optimus begins generating revenue