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Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

Football runs deep at CCCC—a shared language from Panama to Chile. Employees play friendly matches with local communities and donate gear. On the pitch, teamwork builds bonds that carry into project work, connecting infrastructure with hearts. That's the CCCC story.

Driving My Tesla from the Arctic Ocean to Tierra de Fuego in the Dead of Winter… I am proud to announce that on July 16th, I became the first SOLO person in history to drive the FULL length of the Americas with an Electric Vehicle! Total Duration: 747 Days Countries: 15 Longest Wait Time to Charge: 3 days (Peru) Fastest Charge: 35 Minutes (Chile) Distance driven - 46,961km (29,350mi) Windshield broken: 0 Flat tires: 0 (OMG) - No Spare Ran out of Range: 1 (Chile - Atacama Desert) Total energy consumed: 8,444 kWh Ave Energy Consumption: 179.8 Wh/km (286Wh/mi) Bribes Paid: 1 - $100 USD Robbed: 0 Fines: 0 Breakdowns: 0 Dogs Adopted Me: 100+ Funny Police Searches : 2 The Pan-American Highway is the world’s longest highway, almost spanning the full length of North and South America. Before today, no one had yet driven from the tippy top of North America (Tuktoyaktuk) into the Darien Gap to the southern tip in South America (Ushuaia) in an electric vehicle solo - unsupported. My Model X, Beluga, was converted into the ultimate stealth overlanding rig, with a full kitchen, running water, Starlink and 300 watts of solar panels on the hood, which allowed us to roam across some of the best most remote places on Earth with confidence. The real challenges here…border crossings, cartels, and corrupt cops, yet I embraced it all. Charging on the other hand, was quite a puzzle sometimes, being a foreigner and having very little information to go on. I discovered how far along the electric movement is and where the short comings lie…and I can say with confidence that Tesla Supercharging is the best and most reliable infrastructure out there… I wanted to showcase that anyone with a dream can make it happen, without needing all the answers. Thank you to all the kind strangers that helped along the way, and the countless dogs that adopted us and kept guard at night! The irony..Ushuaia currently doesn’t have any power…so this message is coming from Space, Powered by my Custom Solar Panels! @Tesla

Stephanie Vaquer Cosplay - vine al evento @FanaticsFest a conocerla. La mejor, “la primera” y por sobre todo campeona Pronto el video con ella 💪 #stephanievaquer# #stephanievaquercosplay# #chilena# #wwe# #wrestling# #fabibi# #fabinui# #fanaticfest# #nyc#

“Sustainability and industry can go hand in hand.” After visiting Nanjing, Chilean media professionals reflected on the city’s literature, river life, cultural heritage and green manufacturing. Their dispatches reveal a Nanjing where tradition, ecology and industrial innovation meet.

A large share of Haitians (and Cubans & Venezuelans) who were allowed in under Biden did not come from their home countries but from 3rd countries like Chile, Brazil and Spain, where they had residency & work permits. So they can return there if they don't want to go home.

Democrats aren’t going after Elon Musk because of “dying children.” They are pissed off that DOGE cut their USAID slush fund used to manipulate information and tilt elections in our country and foreign countries. Notice the pattern? Since the 2025 USAID cuts, 7 conservative candidates swept presidential elections across Latin America: Ecuador, Bolivia, Honduras, Chile, Costa Rica, Colombia, and Peru. If USAID was still in place, Lula most likely wouldn’t have won in Brazil. Here, Samantha Power, the former administrator of USAID, proudly highlighted the agency’s role in influencing what she called “strategically important elections” through the Democratic Elections Fund. She also discussed how USAID funded journalists not only to report the news, but also to “fact-check” incoming information. USAID directed nearly $500 million to the Internews Network, a little-known NGO funded by the U.S. government. The organization worked with 4,291 media outlets, produced 4,799 hours of broadcasts in a single year, reached as many as 778 million people, and trained more than 9,000 journalists by 2023. Internews also supported social media censorship initiatives. USAID also funded and trained thousands of lawyers, judges, and election workers, conducted polls that questioned election legitimacy, published reports alleging fraud, and participated in overseeing new elections both in the United States and abroad, among many other activities. On the contrary, Elon Musk and DOGE actually saved millions of children. By cutting USAID influence, they let parents freely reject leftist failures on crime, economy, and socialism at the polls without manipulation.

Ever since President Trump shut down USAID: The DNC became broke Peru’s conservative leader won Chile’s conservative leader won Bolivia’s conservative leader won Ecuador’s conservative leader won Honduras’s conservative leader won Colombia’s conservative leader won