Tesla Global News #37
Goodbye Autopilot, Hello "Supervised" Future
Tesla pivots its branding in California to settle regulatory disputes.
In a landmark move this week, Tesla has officially dropped the "Autopilot" name from its marketing in California. This decision follows a long-standing battle with the state's DMV regarding the transparency of self-driving capabilities. By rebranding to FSD (Supervised) and removing the "Autopilot" moniker, Tesla has successfully avoided a 30-day suspension of its manufacturing and dealer licenses in its biggest market.
For enthusiasts, this isn't just a legal win; it’s a strategic realignment. The "Supervised" label sets a clearer stage for the upcoming Cybercab and the eventual transition to truly "Unsupervised" autonomy. Tesla’s latest data shows FSD (Supervised) users have logged over 1 billion miles in the first 50 days of 2026 alone—proving that while the name is changing, the tech is scaling faster than ever.
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Grok Gets a Voice: AI Integration Hits the Fleet
Elon Musk’s xAI assistant "Grok" rolls out to UK and European Teslas.
The "software company that builds cars" just leveled up. The latest 2026.2.6 over-the-air update has begun deploying Grok, the xAI-powered assistant, directly into the Tesla infotainment system. UK owners are among the first to experience the new AI companion, which features multiple "personality modes," including Motivation, Romantic, and the classic Argumentative.
Beyond the humor, this integration represents the deepening synergy between Musk’s ventures. Following the massive SpaceX-xAI merger earlier this month, Grok is being positioned as a central pillar of the Tesla ecosystem. Whether you need a breakdown of physics or just want a witty retort during your morning commute, your Tesla is now officially the smartest (and sassiest) passenger you've ever had.
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The $20 Billion Pivot: Robots & Cybercabs
Tesla accelerates the sunset of legacy models to fund the "Optimus" era.
Tesla is making a massive $20 billion capital expenditure bet this year, signaling a definitive shift in the company’s DNA. Reports confirm that production for the Model S and Model X is being phased out at the Fremont factory to make room for the Optimus humanoid robot and Cybercab assembly lines.
While some investors are cautious about the "frugality" of past spending, Elon Musk is doubling down on the "April goal" for the first dedicated Cybercab production. With plans for a new lithium refinery and a dedicated LFP battery factory in Nevada, Tesla is moving away from being "just an EV maker" and toward becoming a vertically integrated robotics powerhouse. The goal? A fleet of robotaxis in dozens of major cities by the end of 2026.
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