Tesla reported first-quarter results that beat market expectations despite concerns about slowing electric vehicle demand. Tesla's first-quarter revenue this year was $22.39 billion, up from a year earlier, but expanding large-scale capital spending focused on AI and robotics appears to be increasing financial burdens. With controversy over cash flows added to the mix, balancing growth strategy and profitability has emerged as a key task.

• Tesla first-quarter revenue rises 16 percent; AI and robot investment burden grows • Tesla's results rise, but is the money already at SpaceX? • Preview of Tesla's first-quarter 2026 results... attention on slowdown in core business growth

Tesla has officially acknowledged it cannot deliver unsupervised full self-driving (FSD) with existing HW3 (Hardware 3) vehicles, fundamentally shaking the direction of its autonomous driving strategy. At the same time, launch timelines have been pushed back, making hardware transitions and compensation issues key points of contention.

Tesla is also preparing an upgraded successor to its HW4 self-driving computer, dubbed "HW4 Plus". Elon Musk (일론 머스크), Tesla's CEO, said the new chip, called AI4.1 or AI4 Plus, doubles memory capacity compared with the existing version.

• Tesla again delays "unsupervised FSD" launch; ultimately acknowledges "HW3 vehicles not supported" • Tesla pulls out a "full retrofit" card... millions of HW3 vehicles, all to be replaced • Tesla HW4 already becoming old? Memory doubled "HW4 Plus" unveiled

Tesla's future mobility strategy is diverging between expectations and delays. While the Roadster launch has been pushed back again and the robotaxi timeline has not been made specific, the broad direction of shifting all models to autonomous driving appears to remain intact.

The build-out of Superchargers dedicated to robotaxis is also becoming more visible, keeping ecosystem preparations moving. Repeated schedule changes have put market trust to the test.

• Tesla Roadster delayed again after 9 years; Elon Musk: "about a month later" • Tesla: "Only the Roadster will have manual driving"; declares shift to autonomous driving for all models • Tesla deletes robotaxi schedule again... launch timing removed and "in preparation" • Tesla details plan for robotaxi-only Superchargers... not available to the general public

Tesla also appears to be accelerating a shift to robot-focused manufacturing by converting Model S and X lines to produce Optimus. Along with this, the Model S, now in its 14th year, is entering the process of being phased out, and the role of the symbolic model that opened the electric-vehicle era is also passing into history.

• Tesla to start Optimus production in July-August... converting Model S and X line • Tesla Model S enters phase-out process after 14 years... remains a legend that opened the EV era

An electric autonomous cargo platform called the "Humble Hauler" that completely removes the driver's seat has emerged. The vehicle is a Class 8 electric platform focused on automatically transporting cargo in closed or controlled logistics environments such as warehouses, rail yards and ports.

• Driver's seat removed entirely... Level 4 autonomous electric truck "Humble Hauler" appears

Sony Group and Honda have decided to effectively suspend the business of Sony Honda Mobility, their EV development joint venture. The two companies decided to scale back after determining it would be difficult to bring products and services matching the venture's founding purpose to market in a short period.

General Motors (GM) has indefinitely halted its next-generation revamp plan for its large electric pickup and SUV lineup. Plans beyond the current generation for the Chevrolet Silverado EV, GMC Sierra EV, Hummer EV and Cadillac Escalade IQ have effectively become uncertain.

• Sony and Honda effectively shut down EV joint venture... all employees reassigned to parent companies • GM indefinitely halts next-generation electric pickup and SUV... return to internal combustion engines

The electric vehicle market is changing rapidly in terms of cost competitiveness and real-world efficiency. With driving-range decline lower than expected, durability concerns are easing, while Britain has also seen a reversal in which EV prices fall below those of internal combustion engine cars. In the United States, demand for EV rental cars has also surged due to the burden of oil prices, accelerating EV adoption centered on economics and practicality.

• EV driving range still 95 percent after 5 years... negligible level • EVs in Britain have become cheaper... price reversal with internal combustion cars • U.S. rental cars: EV reservations jump 25 percent... switching to EVs out of fear of fuel prices

Hyundai Motor unveiled the "Ioniq V" for the first time in the world at the 2026 Beijing International Motor Show. The Ioniq V is the first China-strategy mass-production model developed based on the "VENUS" concept car, and features a dedicated product reflecting local consumer demand.

• Hyundai Motor unveils China-strategy model "Ioniq V" for world debut... local platform and battery bet

South Korea's mobility industry is rapidly shifting from a vehicle-centered approach to a data and platform-centered one. Socar is moving to expand its subscription business through the introduction of Tesla vehicles, while Kakao Mobility is pushing to build an open ecosystem for autonomous driving to strengthen technology-based competitiveness.

Whistle is also introducing an AI-based used-car price report, while the broader industry is expanding monetisation strategies using mobility data for festivals and tourism. This is accelerating the emergence of a "mobility data equals revenue" structure.

• Why Socar brought in Tesla: "A catalyst for the subscription business" • Kakao Mobility moves to build a "K-autonomous driving open ecosystem" • Whistle Pickdeal introduces AI used-car price report • Mobility data is revenue... mobility industry targets festival and tourism demand

In the bicycle market, clearer distinctions by use, such as gravel and road, are further segmenting consumer selection criteria, while drivetrain technology is also changing with the emergence of a "pedal-by-wire" approach that removes chains and gears.

• Gravel vs road: Key differences at a glance if you are 고민ing what bicycle to buy • Chains and gears removed... "pedal-by-wire" e-bike drivetrain system appears