Tesla

Tesla is a leading manufacturer of electric vehicles, energy storage solutions, and solar products. Founded in 2003, the company's mission is to accelerate the world's transition to sustainable energy. Elon Musk is Tesla's CEO. The company has several divisions, including Automotive, Energy Generation and Storage, and Solar. Tesla's competitors include traditional automakers like Ford and General Motors, as well as other electric vehicle companies like Rivian and Lucid Motors.
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AI Agenda

Former Tesla Optimus Lead is Launching an Industrial Robot Startup

By Kevin McLaughlin · Oct 7, 2026 7:01am PDT
Ashish Kumar, a former AI lead for Tesla’s Optimus humanoid robots, has co-founded a startup developing non-humanoid robots that handle a variety of tasks that would normally be done by highly skilled workers in industries such as manufacturing and aerospace, according to two people with direct knowledge of the matter. The San Francisco... Ashish Kumar, a former AI lead for Tesla’s Optimus humanoid robots, has co-founded a startup...
Koray Kavukcuoglu, head of Google DeepMind, at The Information’s AI Agenda Live. Photo by Erin Beach.
Applied AI

In Robotics, Google Goes Android to Tesla’s Apple

By Jessica E. Lessin · Oct 1, 2026 2:50pm PDT
While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his first sit-down since taking over as CEO of Google DeepMind, Kavukcuoglu offered some of his most detailed comments yet on where the company's robotics ambitions are headed and how they differ from the rest of the industry. While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his...
Tesla Bot Optimus 3. Photo by Chen Yuyu/Getty Images
Exclusive

Tesla’s Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins

By Qianer Liu and Grace Kay · Sep 25, 2026 6:01am PDT · 6 comments
Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling to manufacture the machines reliably at scale. Its production lines are grappling with problems involving the robot’s intricate hands, automated equipment and supplier constraints, according to people familiar with... Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months,...
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The Briefing

SpaceX’s Musk Lauds Its Soaring Cloud Business and Possible Tesla Merger

By Nick Wingfield · Oct 20, 2026 5:01pm PDT
SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of rocket and space videos it showed on its earnings call. No, the big attention grabber was the update from CEO Elon Musk on the progress of SpaceX’s contemplated merger with Tesla and just how involved—or not involved he is in the whole affair. ... SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of...
Meta CEO Mark Zuckerberg. Getty Images.
The Briefing

Meta, Tesla and Netflix Q3 Updates Coming This Week

By Martin Peers · Oct 18, 2026 3:00pm PDT
Tech earnings season is back (yes, I know it feels like it never ends). This time, we’ve got a slight twist: Meta Platforms has broken with the pack and is reporting its September-quarter earnings on Wednesday, a week ahead of its big tech counterparts, Google, Microsoft and Amazon. (Apple is even later, on Nov. 2.) By reporting earlier than the... Tech earnings season is back (yes, I know it feels like it never ends). This time, we’ve got a...