26/6/17 #Tesla/SpaceX Key Trends News Briefing
- Netherlands defends official approval of Tesla FSD
The Dutch transport minister officially confirmed that the interim approval of Tesla FSD (supervisory mode) by the RDW (Dutch Vehicle Management Authority) was based on independent testing by RDW, not Tesla-provided data. The minister said there were no notable incidents during the cumulative 24 million miles of Tesla vehicles on Dutch roads. - Tesla launches official review of Taiwan’s FSD
Tesla has submitted its FSD (supervisory mode) application to Taiwan’s Vehicle Safety Inspection Center and announced it has begun an official review process. Following the Netherlands, steps are being taken to secure FSD regulatory approval in Asia. - Tesla Asks Owners To Gather In New Jersey Self-Driving Regulation Bill
Tesla sent an email to New Jersey state owners, warning that the passing of legislation (S.1677 / A.3968) currently under discussion in the state legislature could effectively outlaw full-autonomous driving distribution. Tesla has urged owners to ask state lawmakers directly for amendments to the bill and support for autonomous driving-friendly policies. - Goldman Sachs raises outlook for Tesla 2026 delivery
Goldman Sachs raised Tesla’s Q2 2026 vehicle delivery forecast to 420,000 from 405,000 vehicles. It also raised its full-year delivery forecast to 1.73 million vehicles from 1.72 million, and raised its EPS estimate to $1.35 from $1.30. It maintained its target price of $375. - Tesla Lathrop Mega Factory Seeks Full Production
Tesla’s Lathrop Mega Factory in California has been spotted operating the Megapac at full capacity. Video from the scene shows the Megapac, which is estimated to be worth about $500 million, loaded with the largest volume ever. - SpaceX Announces Acquisition Of AI Coding Tool ‘Cursor’ For $60 Billion
SpaceX announced in an official 8-K filing that it will acquire AI coding aid “Cursor” for $60 billion. The merger is expected to be completed in the third quarter of 2026, and Cursor shares will be automatically converted into SpaceX A-Class common stock at the time of the merger.
Including this acquisition and the computational transaction, SpaceX’s annual revenue execution is estimated to be around $55 billion. When Starship begins to generate revenue in earnest, its growth potential is expected to grow further.