Tesla's insurance expansion hints at a new focus on Tennessee, with a proposed launch date of March 1, 2026. This comes after a three-year pause, and two new markets have already been announced. The new insurance program will feature Tesla's FSD discount structure, incentivizing FSD use by lowering premiums based on usage. Tesla underwriting its own insurance allows for better offerings, with monthly premiums calculated against miles driven on FSD and Safety Score. Drivers can earn a 10% discount on certain portions of their coverage if they drive more than 50% of their miles on FSD. Tesla is also expanding its stationary compute with the next-generation Cortex 2 training cluster, pulling 500MW and operational by mid-2026. In a recent interview, Elon Musk revealed a massive new facility at Giga Texas dedicated to Tesla's humanoid robot, Optimus. The facility will double the site's manufacturing footprint and create an exponential growth in production capacity. The Roadster will feature hover-time capability using cold-gas thrusters, and will be Tesla's car to end all cars, a love letter to the thrill of driving a supercar. Elon also doubled down on the aggressive timelines for the Cybercab, predicting that it would be driving autonomously in public by the end of 2026. Tesla has also improved its vehicle warranty in Australia and New Zealand, offering a 5-year, unlimited-mileage warranty, replacing the previous 4-year or 80,000 km cap. This move is a response to local market pressures, with competitors offering more generous terms. However, vehicles used for commercial purposes are capped at 150,000 km over the 5-year period.
