BIG TECH
Key Metrics
Company Snapshot
Tesla is a Consumer company, based in Austin, Texas, USA, founded 2003 by Martin Eberhard, Marc Tarpenning, Elon Musk, JB Straubel, Ian Wright. Market cap $1.40T (As of Sep 4, 2026, companiesmarketcap.com).
Recent changes
- Sep 4, 2026Sep 4, 2026First reported market cap: $1.40T companiesmarketcap.com
- Aug 31, 2026Aug 31, 2026Tesla Jumps 3.7% as Optimus Enters Production at Fremont Pulse story
- Aug 18, 2026Aug 18, 2026Tesla Readies a Public Cybercab Launch in Austin Pulse story
- Aug 15, 2026Aug 15, 2026Tesla FSD vs Rivian Autonomy+: $99 Against $49.99 Pulse story
- Aug 6, 2026Aug 6, 2026Tesla, SpaceX to Build $16.8B Chip Factory Pulse story
Earlier changes (8)
- Aug 6, 2026Aug 6, 2026Tesla and SpaceX Commit $16.8B to Texas Chip Fab Pulse story
- Aug 4, 2026Aug 4, 2026Tesla's China Business Is Its Cash Cow and Its Risk Pulse story
- Jul 24, 2026Jul 24, 2026Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100 Pulse story
- Jul 23, 2026Jul 23, 2026Tesla Stock Craters 14.5% on Profit Miss, AI Capex Surge Pulse story
- Jul 7, 2026Jul 7, 2026What Tesla's Unsupervised Miami Robotaxi Really Tests Pulse story
- Jul 2, 2026Jul 2, 2026Tesla Driver Faces Manslaughter Charges After FSD Crash Killed a Woman Inside Her Texas Home Pulse story
- 20262026IPO $205 billion Value Add Pulse
- Dec 31, 2025Dec 31, 2025First reported revenue: $94.8B SEC EDGAR (10-K)
Funding History
1 event · sources dated per row| Date | Event | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| Jan 1, 2026 | ipo | $205 billion | — | Pulse story |
Latest Pulse
- Sep 12, 2026Tesla Sets Oct 1 Roadster Reveal, Fifth Date This YearTesla confirmed the next-generation Roadster will finally be revealed October 1 in Waco, Texas, with a SpaceX-built cold-gas thruster package Elon Musk says can push it to 60 mph in 1.1 seconds.→
- Sep 7, 2026Why I'd Rather Own the Robotaxi AggregatorUber put $100 million into Atoms and builds nothing itself, while Atoms, Waymo and Tesla carry the full capital and safety burden of running actual fleets -- that asymmetry is the whole argument.→
- Sep 7, 2026Physical AI's Funding Is Outrunning Its Safety RecordAtoms raised $1.7 billion to build robotaxis and brought back an engineer convicted of stealing self-driving trade secrets and later pardoned, the same week Tesla's Cybercab drew an NHTSA probe within hours.→
- Sep 6, 2026Tesla Put 45 Cybercabs in Austin. Then NHTSA CalledTesla registered 45 Cybercabs with Texas's automated-vehicle tracker and began service in Austin without steering wheels or pedals; federal regulators opened an investigation within hours.→
- Sep 4, 2026Tesla's Wheel-Free Cybercab Draws Instant Federal ProbeNHTSA opened an investigation into whether roughly 1,000 Cybercabs -- built with no steering wheel, pedals, or mirrors -- were properly certified, mere hours after Tesla began commercial rides in Austin.→
- Sep 4, 2026NHTSA Investigates Tesla's Cybercab Hours After LaunchThe NHTSA opened an investigation into Tesla's Cybercab within hours of its first paid deployment in Austin, examining Tesla's self-certification of a vehicle that has no steering wheel or pedals under federal safety standards.→
- Sep 4, 2026Tesla Opens Cybercab Rides to the Public in AustinTesla began offering paid Cybercab robotaxi rides to the general public in parts of Austin, a steering-wheel-free two-seater that immediately drew scrutiny from federal safety regulators.→
- Sep 1, 2026Waymo Goes on Offense Days Before Tesla's Cybercab DebutWaymo argued publicly that Tesla's camera-only approach to self-driving isn't safe enough, kicking off a weekend social-media fight just a week before Tesla is set to formally launch its two-seat Cybercab.→
- Aug 31, 2026Tesla Jumps 3.7% as Optimus Enters Production at FremontTesla shares rose roughly 3.7% Monday as the broader market slid, after the company pointed to Optimus humanoid robot production getting underway at its converted Fremont, California factory.→
- Aug 27, 2026Waymo Tells Tesla: Cameras Alone Can't DriveWaymo's co-CEO argued cameras alone hit a safety ceiling well short of full autonomy, an implicit rebuke of Tesla's camera-only approach as both companies race to scale robotaxis.→
Coverage Timeline
newest first- Sep 12, 2026BIG TECHTesla Sets Oct 1 Roadster Reveal, Fifth Date This Year→
- Sep 7, 2026FUNDINGWhy I'd Rather Own the Robotaxi Aggregator→
- Sep 7, 2026REGULATIONPhysical AI's Funding Is Outrunning Its Safety Record→
- Sep 6, 2026BIG TECHTesla Put 45 Cybercabs in Austin. Then NHTSA Called→
- Sep 4, 2026REGULATIONTesla's Wheel-Free Cybercab Draws Instant Federal Probe→
- Sep 4, 2026REGULATIONNHTSA Investigates Tesla's Cybercab Hours After Launch→
- Sep 4, 2026BIG TECHTesla Opens Cybercab Rides to the Public in Austin→
- Sep 1, 2026BIG TECHWaymo Goes on Offense Days Before Tesla's Cybercab Debut→
- Aug 31, 2026BIG TECHTesla Jumps 3.7% as Optimus Enters Production at Fremont+3.7% on the day→
- Aug 27, 2026BIG TECHWaymo Tells Tesla: Cameras Alone Can't Drive→
- Aug 24, 2026REGULATIONTesla Recalls Nearly 3 Million Cars Over Door Handles→
- Aug 20, 2026REGULATIONNevada Clears 8,000 Robotaxis for Vegas Streets→
- Aug 20, 2026BIG TECHWaymo Designs Its Own Robocar Chip to Outpace Tesla→
- Aug 18, 2026IPOTesla Readies a Public Cybercab Launch in Austin→
- Aug 18, 2026BIG TECHEinride to Add 500 Tesla Semis to Its Fleet→
- Aug 15, 2026BIG TECHNobody Knows How Long a Software-Defined Car Lasts→
- Aug 15, 2026BIG TECHTesla FSD vs Rivian Autonomy+: $99 Against $49.99$99/mo vs $49.99/mo→
- Aug 12, 2026BIG TECHNorway's Wealth Fund Reveals $1.2B SpaceX Stake After Record Profit$1.2B SpaceX stake→
- Aug 6, 2026FUNDINGThe Real AI Bottleneck This Week Was Power$18.8B combined→
- Aug 6, 2026BIG TECHTesla and SpaceX Commit $16.8B to Texas Chip Fab$16.8B first phase→
- Aug 6, 2026BIG TECHTesla, SpaceX to Build $16.8B Chip Factory$16.8B initial→
- Aug 4, 2026IPOTesla's China Business Is Its Cash Cow and Its Risk→
- Aug 3, 2026AIThe Humanoid Robot Production Race Just Got Real→
- Jul 31, 2026REGULATIONNHTSA's Deadline for Robotaxi Emergency-Scene Fixes Arrives→
- Jul 24, 2026IPOWhy AI Capex Is Now the IPO Market's Biggest Swing Factor→
- Jul 24, 2026BIG TECHTesla, Alphabet Selloff Spreads to Asia as Oil Tops $100Brent Crude Tops $100→
- Jul 23, 2026BIG TECHTesla Stock Craters 14.5% on Profit Miss, AI Capex Surge-14.5% Stock Drop→
- Jul 23, 2026BIG TECHAlphabet's Record $112B Profit Gets Punished Anyway$112.1B net profit→
- Jul 7, 2026AIWhat Tesla's Unsupervised Miami Robotaxi Really Tests5th city, first fully unsupervised outside Texas→
- Jul 2, 2026REGULATIONTesla Driver Faces Manslaughter Charges After FSD Crash Killed a Woman Inside Her Texas HomeManslaughter charges filed→
- Jul 2, 2026BIG TECHTesla Deliveries Jump 25% to a Record 480,126 Vehicles in Q2 2026480,126 vehicles delivered→
- Jun 22, 2026REGULATIONNHTSA Investigates Tesla After Autopilot Crash That Killed a Woman in Her HomeFederal probe→
All Coverage
BIG TECH
Tesla Sets Oct 1 Roadster Reveal, Fifth Date This Year
Tesla confirmed the next-generation Roadster will finally be revealed October 1 in Waco, Texas, with a SpaceX-built cold-gas thruster package Elon Musk says can push it to 60 mph in 1.1 seconds.
DEEP DIVE
FUNDING
Why I'd Rather Own the Robotaxi Aggregator
FUNDING
Why I'd Rather Own the Robotaxi Aggregator
Uber put $100 million into Atoms and builds nothing itself, while Atoms, Waymo and Tesla carry the full capital and safety burden of running actual fleets -- that asymmetry is the whole argument.
TRACE'S TAKE
REGULATION
Physical AI's Funding Is Outrunning Its Safety Record
REGULATION
Physical AI's Funding Is Outrunning Its Safety Record
Atoms raised $1.7 billion to build robotaxis and brought back an engineer convicted of stealing self-driving trade secrets and later pardoned, the same week Tesla's Cybercab drew an NHTSA probe within hours.
DEEP DIVE
BIG TECH
Tesla Put 45 Cybercabs in Austin. Then NHTSA Called
BIG TECH
Tesla Put 45 Cybercabs in Austin. Then NHTSA Called
Tesla registered 45 Cybercabs with Texas's automated-vehicle tracker and began service in Austin without steering wheels or pedals; federal regulators opened an investigation within hours.
FOLLOW-UP
REGULATION
Tesla's Wheel-Free Cybercab Draws Instant Federal Probe
REGULATION
Tesla's Wheel-Free Cybercab Draws Instant Federal Probe
NHTSA opened an investigation into whether roughly 1,000 Cybercabs -- built with no steering wheel, pedals, or mirrors -- were properly certified, mere hours after Tesla began commercial rides in Austin.
DEEP DIVE
REGULATION
NHTSA Investigates Tesla's Cybercab Hours After Launch
REGULATION
NHTSA Investigates Tesla's Cybercab Hours After Launch
The NHTSA opened an investigation into Tesla's Cybercab within hours of its first paid deployment in Austin, examining Tesla's self-certification of a vehicle that has no steering wheel or pedals under federal safety standards.
DEEP DIVE
BIG TECH
Tesla Opens Cybercab Rides to the Public in Austin
BIG TECH
Tesla Opens Cybercab Rides to the Public in Austin
Tesla began offering paid Cybercab robotaxi rides to the general public in parts of Austin, a steering-wheel-free two-seater that immediately drew scrutiny from federal safety regulators.
DEEP DIVE
BIG TECH
Waymo Goes on Offense Days Before Tesla's Cybercab Debut
BIG TECH
Waymo Goes on Offense Days Before Tesla's Cybercab Debut
Waymo argued publicly that Tesla's camera-only approach to self-driving isn't safe enough, kicking off a weekend social-media fight just a week before Tesla is set to formally launch its two-seat Cybercab.
DEEP DIVE
BIG TECH
Tesla Jumps 3.7% as Optimus Enters Production at Fremont
BIG TECH+3.7% on the day
Tesla Jumps 3.7% as Optimus Enters Production at Fremont
Tesla shares rose roughly 3.7% Monday as the broader market slid, after the company pointed to Optimus humanoid robot production getting underway at its converted Fremont, California factory.
DEEP DIVE
BIG TECH
Waymo Tells Tesla: Cameras Alone Can't Drive
BIG TECH
Waymo Tells Tesla: Cameras Alone Can't Drive
Waymo's co-CEO argued cameras alone hit a safety ceiling well short of full autonomy, an implicit rebuke of Tesla's camera-only approach as both companies race to scale robotaxis.
DEEP DIVE
REGULATION
Tesla Recalls Nearly 3 Million Cars Over Door Handles
REGULATION
Tesla Recalls Nearly 3 Million Cars Over Door Handles
Tesla is recalling close to three million vehicles over its hidden electronic door handles, one of the largest recalls in the company's history.
DEEP DIVE
REGULATION
Nevada Clears 8,000 Robotaxis for Vegas Streets
REGULATION
Nevada Clears 8,000 Robotaxis for Vegas Streets
Nevada regulators approved permits letting Tesla, Uber and Waymo deploy up to 8,000 robotaxis combined across Las Vegas and Clark County over the next 12 months.
DEEP DIVE
BIG TECH
Waymo Designs Its Own Robocar Chip to Outpace Tesla
BIG TECH
Waymo Designs Its Own Robocar Chip to Outpace Tesla
Waymo has built a custom ASIC on TSMC's 5nm process delivering over 1,000 TOPS, replacing the Intel FPGAs it used previously, as it races Tesla's years-long custom-silicon program for autonomous driving.
DEEP DIVE
IPO
Tesla Readies a Public Cybercab Launch in Austin
IPO
Tesla Readies a Public Cybercab Launch in Austin
Tesla is planning a public launch of the Cybercab in Austin as soon as this month, according to The Information, though the two-seater without a steering wheel or pedals has often been spotted testing with both installed.
DEEP DIVE
BIG TECH
Einride to Add 500 Tesla Semis to Its Fleet
BIG TECH
Einride to Add 500 Tesla Semis to Its Fleet
Einride struck a deal to add 500 Tesla Semis to its electric trucking fleet over the next 24 months, making Tesla's long-delayed truck the backbone of a rival's fleet-as-a-service business rather than Tesla's own logistics arm.
DEEP DIVE
BIG TECH
Nobody Knows How Long a Software-Defined Car Lasts
BIG TECH
Nobody Knows How Long a Software-Defined Car Lasts
Rivian's software chief says the company plans roughly seven to ten years of functional feature updates, while Tesla's reversal on 2016-era full self-driving hardware shows how quickly a car's compute can be declared obsolete.
DEEP DIVE
BIG TECH
Tesla FSD vs Rivian Autonomy+: $99 Against $49.99
BIG TECH$99/mo vs $49.99/mo
Tesla FSD vs Rivian Autonomy+: $99 Against $49.99
A head-to-head drive of Tesla's Full Self-Driving and Rivian's Autonomy+ hands-free systems highlights a widening price gap, with Tesla at $99 a month and Rivian at $49.99 a month or $2,500 for the life of the vehicle.
DEEP DIVE
BIG TECH
Norway's Wealth Fund Reveals $1.2B SpaceX Stake After Record Profit
BIG TECH$1.2B SpaceX stake
Norway's Wealth Fund Reveals $1.2B SpaceX Stake After Record Profit
Norway's $2.3 trillion sovereign wealth fund posted a record $184.3 billion first-half profit and disclosed for the first time a $1.2 billion stake in SpaceX, on top of its existing Tesla stake.
DEEP DIVE
FUNDING
The Real AI Bottleneck This Week Was Power
FUNDING$18.8B combined
The Real AI Bottleneck This Week Was Power
Three separate US infrastructure rounds this week -- Valar Atomics' $1B nuclear raise, Base Power's $1B grid battery round, and Tesla-SpaceX's $16.8B chip fab -- show investors funding the physical layer beneath AI as heavily as the models themselves.
BY THE NUMBERS
BIG TECH
Tesla and SpaceX Commit $16.8B to Texas Chip Fab
BIG TECH$16.8B first phase
Tesla and SpaceX Commit $16.8B to Texas Chip Fab
Tesla and SpaceX will spend $16.8 billion on a first-phase chip plant in Grimes County, Texas, built to supply Optimus robots, robotaxis and orbital data centers rather than the Nvidia GPUs SpaceX still buys for AI training.
BRIEF
BIG TECH
Tesla, SpaceX to Build $16.8B Chip Factory
BIG TECH$16.8B initial
Tesla, SpaceX to Build $16.8B Chip Factory
Tesla and SpaceX will jointly build Terafab, a $16.8B initial-phase chip factory in Grimes County, Texas, to make chips for Optimus, Cybercabs and space-based data centers, with total spending potentially reaching $119B.
BRIEF
IPO
Tesla's China Business Is Its Cash Cow and Its Risk
IPO
Tesla's China Business Is Its Cash Cow and Its Risk
Ars Technica examines how much of Tesla's profitability still runs through China, and how quickly domestic Chinese EV makers are taking the share that funds it.
AI
The Humanoid Robot Production Race Just Got Real
AI
The Humanoid Robot Production Race Just Got Real
Figure AI has now built 1,000 Figure 03 units and deployed over 10,000 across partner warehouses including BMW Spartanburg, while Tesla's Optimus V3 begins a low-volume Fremont ramp -- physical AI is shifting from demos to a real manufacturing race.
REGULATION
NHTSA's Deadline for Robotaxi Emergency-Scene Fixes Arrives
REGULATION
NHTSA's Deadline for Robotaxi Emergency-Scene Fixes Arrives
Friday marks NHTSA's deadline for autonomous-vehicle operators including Waymo and Tesla to submit remediation plans addressing robotaxis that block ambulances, fire trucks and other first responders at active emergency scenes.
IPO
Why AI Capex Is Now the IPO Market's Biggest Swing Factor
IPO
Why AI Capex Is Now the IPO Market's Biggest Swing Factor
Value Add Pulse analysis: with Google posting negative free cash flow and Tesla's capex miss triggering a global selloff, AI capital spending discipline has become the single largest variable public investors price into any AI-adjacent IPO.
BIG TECH
Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100
BIG TECHBrent Crude Tops $100
Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100
Tesla's 14.5% crash and Alphabet's 7% capex-fear drop sent Wall Street to its worst session in months, and the rout spread into Asia as Brent crude topped $100 for the first time since May.
BIG TECH
Tesla Stock Craters 14.5% on Profit Miss, AI Capex Surge
BIG TECH-14.5% Stock Drop
Tesla Stock Craters 14.5% on Profit Miss, AI Capex Surge
Tesla posted record $28.2 billion revenue but missed profit estimates as capex surged 142% to fund Optimus and AI infrastructure, sending shares to an 11-month low.
BIG TECH
Alphabet's Record $112B Profit Gets Punished Anyway
BIG TECH$112.1B net profit
Alphabet's Record $112B Profit Gets Punished Anyway
Alphabet posted a record $112.1 billion quarterly profit, up 298% year-over-year and driven largely by gains on its SpaceX and Anthropic stakes, yet shares fell alongside Tesla on capex worries.
AI
What Tesla's Unsupervised Miami Robotaxi Really Tests
AI5th city, first fully unsupervised outside Texas
What Tesla's Unsupervised Miami Robotaxi Really Tests
Tesla's driverless Robotaxi launch in Miami, its first fully unsupervised deployment outside Texas, is testing camera-only self-driving against tropical rain and glare while NHTSA scrutiny of the program intensifies.
REGULATION
Tesla Driver Faces Manslaughter Charges After FSD Crash Killed a Woman Inside Her Texas Home
REGULATIONManslaughter charges filed
Tesla Driver Faces Manslaughter Charges After FSD Crash Killed a Woman Inside Her Texas Home
Michael Butler, 44, was arrested and charged with manslaughter after his Tesla Model 3, which he claimed was using Full Self-Driving, crashed through a home in Katy, Texas on June 19, killing 76-year-old Martha Avila inside. An arrest affidavit shows Butler's phone had multiple Google searches from May 2026 about FSD being 'not aggressive enough,' while Tesla AI head Ashok Elluswamy said on X the driver 'manually overrode self-driving by pressing the accelerator all the way to 100%.'
BIG TECH
Tesla Deliveries Jump 25% to a Record 480,126 Vehicles in Q2 2026
BIG TECH480,126 vehicles delivered
Tesla Deliveries Jump 25% to a Record 480,126 Vehicles in Q2 2026
Tesla delivered 480,126 vehicles in the second quarter of 2026, a company record and a 25% jump from a year earlier, beating even the most bullish Wall Street estimates of roughly 418,000-420,000 by more than 60,000 units, according to Ars Technica and.
REGULATION
NHTSA Investigates Tesla After Autopilot Crash That Killed a Woman in Her Home
REGULATIONFederal probe
NHTSA Investigates Tesla After Autopilot Crash That Killed a Woman in Her Home
Federal safety regulators at NHTSA have opened an investigation into Tesla after a vehicle allegedly operating on Autopilot crashed into a house and killed a woman inside. Tesla is publicly pushing back on the narrative, but the probe sharpens regulatory scrutiny of its driver-assistance systems just as the company leans harder into autonomy.
Value Add Research
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- Market & Trends · Jun 30, 2026SpaceX Starlink IPO Timeline: Valuation, and What a Listing Would Actually Look Like
- AI & Technology · Jun 21, 2026Why Robotics Is Having Its ChatGPT Moment
- South Florida · Jun 18, 2026South Florida vs Austin for Founders: The Real Comparison Nobody Is Writing Honestly
- AI & Technology · Jun 14, 2026Humanoid Robots in 2026: Figure, Apptronik, 1X, and Tesla Optimus Compared
- AI & Technology · Jun 7, 2026Tesla Optimus vs Figure 02: The Humanoid Robot Race Scoreboard Mid-2026
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Sources & methodologyshow
Where these figures come from
- SEC EDGAR (10-K)primary source1 fact
- companiesmarketcap.comresearch database1 fact
- Value Add PulseValue Add VC data1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.