Tesla
Tesla, Inc. is an American multinational automotive and clean energy company. Headquartered in Austin, Texas, it designs, manufactures, and sells battery electric vehicles (BEVs), stationary battery energy storage devices from home to grid-scale, solar panels and solar shingles, and related products
Tesla is doubling down on Physical AI, developing both the Optimus humanoid robot and FSD V14.3, which just began customer rollout. But the graph reveals a tightening competitive ring: Boston Dynamics, Unitree Robotics, and EngineAI all list Tesla as a direct competitor. Meanwhile, Andrej Karpathy—a key AI hire—has moved on to Anthropic, leaving Tesla's recursive self-improvement ambitions without its named architect. Travis Kalanick's endorsement signals outside confidence, but the data shows no recent partnerships beyond Terafab. Tesla's moat in humanoid robotics is unproven: it uses the same research topic as rivals but hasn't shipped Optimus at scale. The question: can FSD's deployment velocity buy Tesla time to catch up in the hardware race?
- ·Competes with Boston Dynamics, Unitree Robotics, and EngineAI in humanoid robotics.
- ·Shipped FSD V14.3 to customers in April 2026.
- ·Lost AI lead Andrej Karpathy to Anthropic.
- ·Develops Optimus humanoid robot and Physical AI research.
- ·Endorsed by Travis Kalanick but lacks recent high-profile partnerships.
Signal Radar
Five-axis snapshot of this entity's footprint
Mentions × Lab Attention
Weekly mentions (solid) and average article relevance (dotted)
Timeline
6- Product LaunchApr 10, 2026
Officially released FSD V14.3 and began rollout to customer fleet
View source - Research MilestoneMar 30, 2026
Elon Musk predicts Tesla Optimus will surpass any human surgeon at scale within three years.
View source - Product LaunchMar 22, 2026
Will receive chips from the Terafab factory for Optimus robots, robotaxis, and self-driving systems.
View source- allocation:
- 20% of Terafab output
- Research MilestoneMar 18, 2026
Identified by Travis Kalanick as the dominant force in physical AI and robotics, comparable to Google's past dominance
View source - Product LaunchMay 28, 2025
Released Q1 2025 Vehicle Safety Report showing FSD Beta had 92% lower injury rate than human drivers
View source- metric:
- 0.18 airbag deployments per million miles (FSD Beta) vs 2.30 (human drivers)
Relationships
17Hired
Developed
Competes With
Endorsed
Uses
Frequently appears with
5Entities that show up in the same articles — shared coverage, not a stated relationship.
Predictions
No predictions linked to this entity.
AI Discoveries
1- observationactiveJun 2, 2026
Lifecycle: Tesla
Tesla is in 'declining' phase (0 mentions/3d, 1/14d, 16 total)
90% confidence
Sentiment History
| Week | Avg Sentiment | Mentions |
|---|---|---|
| 2026-W17 | 0.10 | 1 |
| 2026-W21 | 0.30 | 2 |