Tesla's zero-intervention FSD drive from New York to… · Tesla Shorts 🚀

        May 11, 2026

Tesla's zero-intervention FSD drive from New York to… · Tesla Shorts 🚀

Tesla Shorts Time
Shorting Tesla? Time's Up.
Ep 469 · May 11, 2026

🎧 If you only have 10 minutes this week
Episode 469 · Tesla's zero-intervention FSD drive from New York to Los Angeles marks the first public proof that the system can manage a full cross-country route without any driver input.
2026-05-11
▶ Listen now
TSLA today
$428.35▲ $0.37 (0.1%)
> **Tesla's zero-intervention FSD drive from New York to Los Angeles marks the first public proof that the system can manage a full cross-country route without any driver input.**
> **---**
### Top 10 News Items
1. **FSD Cross-Country Milestone:** Tesla posted video of a supervised FSD vehicle completing the NYC to LA route with zero interventions, highlighting the software's growing ability to handle varied highway and urban conditions over thousands of miles. This demonstration matters because it provides concrete evidence of reliability on long-haul trips that regulators and customers watch closely. Source: [x.com](https://x.com/Tesla/status/2053496708198531538)

2. **JPMorgan Starts Coverage:** JPMorgan Chase opened coverage on Tesla with an Underweight rating and a $145 price target, citing concerns over valuation and execution risks in autonomy and robotics. The move signals that at least one major bank sees limited near-term upside despite recent operational updates. Source: [x.com](https://x.com/tslaming/status/2053809306492150200)

3. **Optimus Update Image:** Tesla's AI account shared a fresh photo of the Optimus robot, keeping the humanoid project visible even as production details remain limited. The post underscores ongoing internal work on the robot's form and capabilities ahead of any broader reveal. Source: [x.com](https://x.com/TeslaAIBot/status/2053720253767586120)

4. **Tesla Semi Battery Details:** Official specs confirm the long-range Semi uses an 822 kWh 4680 pack while the standard-range version holds 548 kWh, reinforcing Tesla's focus on efficiency over raw capacity in heavy-duty applications. These numbers help explain the truck's claimed range and charging performance relative to diesel competitors. Source: [Google News](https://news.google.com/rss/articles/CBMi1wFBVV95cUxOUmx3YlVuN3BiU3ltb2ZyX0NKOFE1d1V3b19fRTNZZjM5aXd5Y0lfY3dXQzJyZ200MTFoTjhIMVlYQm1XamZKME5CdE1GcU5Uendob1g5UzJ2ZXQyLXpoeVBKNGs4VUFEbzBPdER4TEc2RUlzVk1pazJiVl8xbWQ0MG85MnZPbVB1dEVBTGRiOUlJY01GSDgxTVhUcVNSTEJ3QWIwaFV1TkozNHF6TEp6N08yVmFlSUpvU0NaZXViRHAwSzl4ci0zT1VBX3FnZjZsTjFLcTlXZw)

5. **China April Deliveries:** Tesla China recorded 79,478 deliveries in April, up 36 percent year-over-year and marking the brand's strongest April on record in the market. The result shows continued demand even as local rivals expand aggressively. Source: [reddit.com](https://www.reddit.com/r/teslainvestorsclub/comments/1t9zyqy/weekly_tesla_brief_may_4_may_10_2026/)

6. **Battery Credit Loss:** New IRS rules on prohibited foreign entities are expected to cost Tesla roughly $400 million annually by eliminating the 45X credit on certain Chinese-sourced cells used at Lathrop. The change forces the company to accelerate alternative cathode sourcing or accept a permanent margin hit on energy products. Source: [reddit.com](https://www.reddit.com/r/teslainvestorsclub/comments/1t9zyqy/weekly_tesla_brief_may_4_may_10_2026/)

7. **EV Makers Deny Battery Lock Report:** Tesla joined BYD and six other Chinese EV makers in rejecting claims that authorities summoned them over battery locking complaints, calling the reports unfounded. The coordinated denial reduces immediate regulatory pressure but leaves the underlying customer-service issue unresolved. Source: [Google News](https://news.google.com/rss/articles/CBMi1AFBVV95cUxOalFsb3pZVm1UN2lQaWxZb2FoMjJHdGRSZjZZWENKbVBzSDZUU3BUOFNTTndRSHJLZ1J1bkYtcndQbE5wQXl0T0h6dGoyMElXcDBMbW1RNlJTYzRjaTZHcDc5N0dVMVVzRnk5RDl4bTFLVVUxcGhpQmF2ckVuVDJxcVFMX1BJWi1EUFJTMjdUUE9jOGdCOTdFYi1peTg1RkF1X0M3SWhMTHNMa0dzSDZKcEdmVzNlUzN1cDVocVd5TTNRaG04NzFOVllla0lLVWlsZF9Gag)

8. **Model S and X Production Ends:** The final Model S and Model X units rolled off the Fremont line, clearing space for Optimus manufacturing as previously signaled in the Q1 earnings call. The move completes a long-planned shift away from low-volume halo vehicles toward higher-priority robotics capacity. Source: [Google News](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQaGNQa2EwQVlLZS1KV19qSFcwNG5HTWlQUkNVeFJ2b1F4cGVoSnVxQnI3SVBFd1p2bUREX3JrY05lbEwxZTJKUW5zYUJyUVI3U1RoRXV6TEtSMW5mTjM4VlNxMmV6ckc1MTdZOUdoOEVrejdxVmhTaFh2UzNjWVdYRWltcDE4Q3hlTkxlRWVMUUJ1WlI5Nk1wSUJ1Ujk2SHAzd2x4QklwQ0VOa3M)

9. **Institutional Selling Continues:** Multiple advisors including Valeo Financial, Sloy Dahl & Holst, and Kepler Cheuvreux reported reduced or eliminated Tesla holdings in recent filings. The pattern reflects ongoing portfolio rebalancing even as the stock trades near recent highs. Source: [Google News](https://news.google.com/rss/articles/CBMixAFBVV95cUxQMTk1X25zbVpQS2xqanpKTGdUVmJKRkxMekxqRjJLSzhxLTJsT01kUWdFQ195Tnc3MXZZV25jdGs1dkVIZGJzZnRMRkdyLVgxM1hFSFV3RGI0RWJRcy1IZnRoUXRUT3k4TUlOY3ZMNVF3bHlPanhYM1ZpZ0JoMTRiREkzQVQxUzFWYktab0w0MERIQ2NKX01fUWY3cWlvUk8wZlBBaEJmVFVWT3hOejRrVW9wVl82WlF0T3pHb2JRSUs5VmY3)

10. **Giga Nevada Semi Line Active:** High-volume production of the Tesla Semi has begun at the Sparks facility, with paint, stamping, and crane installations now operational. The start of this line supports the 430-plus orders already placed and sets the stage for gradual volume ramp in 2026. Source: [reddit.com](https://www.reddit.com/r/teslainvestorsclub/comments/1t9zyqy/weekly_tesla_brief_may_4_may_10_2026/)

## Tesla X Takeover: What's Hot Right Now
Here are the most interesting, fresh Tesla developments that have everyone talking.

1. **FSD Navigation Regression Noted** - Real-world testing of version 14.3.2 shows the car looping blocks repeatedly before finding parking-lot entrances despite strong vehicle control. The regression appears on a wide release covering half the HW4 fleet and raises questions about how quickly fixes can be deployed. Source: [reddit.com](https://www.reddit.com/r/teslainvestorsclub/comments/1t9zyqy/weekly_tesla_brief_may_4_may_10_2026/)

2. **Optimus Hand Complexity Highlighted** - Elon noted that the robot's hand and forearm remain more difficult to perfect than the rest of the machine combined. This detail explains why supply-chain work is starting from scratch rather than adapting existing industrial parts.

3. **AI5 Chip as Optimus Prerequisite** - Engineering confirmation that the upcoming AI5 chip is required for meaningful Optimus output puts a hard timeline on when volume production can begin. The spec jump to 2,500 TOPS and 144 GB memory would represent a major leap over current hardware.

4. **EU FSD Vote Misses Window** - Regulators missed the May 5 deadline for a bloc decision on supervised FSD, pushing the next opportunity to June 30. Belgium has already begun fast-tracking its own review while other countries raise concerns over speed limits and weather performance.

5. **Robotaxi Night Operations Expand** - Unsupervised Austin fleet now runs into evening hours for the first time after previously being limited to mid-afternoon. The extension signals growing confidence in low-light conditions and brings Dallas and Houston closer to 24-hour coverage.

## Short Spot
**FSD 14.3.2 Navigation Regression Confirmed:** May 11, 2026, r/teslainvestorsclub
Real-world reviewers report the vehicle circling blocks multiple times before entering parking lots on the latest wide release, which already covers roughly half the HW4 fleet. The regression on navigation logic stands out because vehicle control itself is rated highly, suggesting the issue is isolated but still affects daily usability. Tesla has added a one-tap intervention logger and parking-intent indicator in the same build, tools that could accelerate fixes if the data is used effectively. Source/Post: https://www.reddit.com/r/teslainvestorsclub/comments/1t9zyqy/weekly_tesla_brief_may_4_may_10_2026/

### Tesla First Principles

Taking a step back from today's headlines, the decision to shut down Model S and Model X lines at Fremont while simultaneously activating a high-volume Semi line and preparing the same factory for Optimus production challenges the usual narrative that Tesla simply adds capacity without trade-offs. The move forces a direct comparison between low-volume halo vehicles that once defined the brand and the new focus on robotics and heavy-duty trucks that now share the same physical space.

Data from the Q1 update shows Fremont targeting 1 million Optimus units annually once retooled, while the dedicated Texas Optimus factory aims for 10 million units per year at a $20,000–$25,000 cost target. That scale difference dwarfs the few thousand Model S and X units produced in recent years, and the AI5 chip requirement for meaningful robot output adds another hard constraint that legacy vehicle lines never faced.

The practical implication is that Tesla's vertical-integration playbook now treats manufacturing floor space and engineering talent as zero-sum resources allocated toward the highest-volume, highest-margin future products rather than preserving heritage models. This reallocation accelerates robotics timelines but also means any future revival of S or X variants would require entirely new facilities or partner arrangements.

### Tesla Market Movers
📊 Weekly Market Recap — TSLA closed the week up roughly 11 percent, moving above the 200-day average near $402–$404, though it remains down about 4.75 percent year-to-date while broader tech names like Google posted stronger gains. The rebound followed China delivery numbers and continued robotaxi expansion updates, yet institutional filings this week showed several advisors trimming positions. Sentiment appears mixed as autonomy milestones compete with regulatory overhangs and negative free-cash-flow guidance for the balance of the year.

Feedback welcome at [@teslashortstime](https://x.com/teslashortstime).
💬 Reply to this email — Patrick reads every one.
Share on XShare on LinkedInShare on WhatsApp
Catch up on more Tesla Shorts Time:
▶ Listen to the podcast📺 Watch on YouTube📝 Read the blog
Nerra Network · AI-narrated voice (Grok TTS) · Editorial by Patrick
You're receiving this because you subscribed to Tesla Shorts Time on nerranetwork.com.
Issue #469 · Tesla Shorts Time · May 11, 2026

                                Don't miss what's next. Subscribe to Nerra Network:

            Email address (required)