Global Scans · Tesla · Weekly Summary

• [New] Tesla has tied any major fleet ramp to the release of Full Self-Driving v15, targeted for late 2026 or early 2027. Tech Times
• [New] Tesla will achieve fully autonomous supply chain operations by 2028, eliminating human intervention in 90% of procurement decisions through advanced AI systems and robotic fulfillment centers. FourWeekMBA
• [New] Humanoid robots could become more important to Tesla than cars. Forbes
• [New] With battery-electric vehicles hitting an amazing 50% of China's truck sales in December, the (very) long-awaited arrival of the Tesla Semi might be well timed. Baillie Gifford
• [New] The primary challenge for SpaceX will be managing the Musk Discount or Musk Premium - the high volatility associated with its CEO's public persona and his other ventures like Tesla (Nasdaq: TSLA) and X. The Chronicle-Journal
• AI satellite deployments could start as early as Q1-Q2 in 2027 and with Tesla AI5 chips hitting volume production mid-next-year and a Terafab (100M sq ft) targeting terawatt-per-year output long-term. NextBigFuture.com
• Tesla plans to launch a dedicated robotaxi vehicle - the Cybercab - and a luxury sports car in the future. Morningstar, Inc.
• Serial entrepreneur Elon Musk said in January that he expected his Tesla company would start selling humanoid robots by the end of 2027. The Christian Science Monitor
• Tesla plans to begin volume production of the Cybercab - a purpose-built, two-seat autonomous vehicle with no steering wheel or pedals - later in 2026. EV
• Tesla would have 1,000 Robotaxis on the road by the end of 2026 and 1 million by 2035. EV
• Companies supplying actuators, force sensors, motor controllers, and AI chips to Tesla's Optimus program will benefit from production scale-up without carrying the full Tesla valuation risk. OPTIMUSK.BLOG
• As Tesla continues to innovate through software, AI, and vehicle technology, owners can expect more intelligent features, improved driving experiences, and exciting new products throughout 2026. SATONIC
• 2026 will be a big year for used EVs, as many three-year-old examples of popular models from Tesla, Ford, and Hyundai, among others, end up at big dealerships. Gizmodo
• Tesla could build a 2 nm fab with standards allowing activities such as eating or smoking inside. idnfinancials.com
• Tesla will have mass production of the AI5 - class chip. NextBigFuture.com
• Tesla, seen by many as the leading innovator in the auto space, could be an incubator for cutting-edge AR in automobiles. Next Reality
• Tesla could benefit from artificial intelligence talent, computing infrastructure, satellite connectivity or engineering know-how across companies. Saxo Bank A/S (Headquarters)
• Both SpaceX and Tesla sit at the intersection of AI and infrastructure, and their genuine technological ambitions do have long-term potential. Yahoo

Last updated: 20 July 2026