Innovating retweeted
The next-gen @Tesla Roadster will be on public display for the first time at the Petersen Automotive Museum in LA starting tomorrow!
It’ll be in the main lobby Saturday, October 24th through Tuesday, October 27th.
Innovating retweeted
BREAKING: NHTSA has filed a proposed rule to modernize FMVSS 108, the federal vehicle lighting standard, for autonomous vehicles that have no steering wheel or pedals.
• Turn signal, hazard, and high-beam control requirements would apply only to vehicles with manual driving controls
• Adds optional cyan "ADS marker lamps" so people can tell a car is driving itself
• Publishes Oct 26, with a 30-day comment period
Another federal barrier for vehicles like Cybercab is starting to come down.
Docket NHTSA-2026-1519 | FR Doc 2026-21794
Innovating retweeted
Breaking:
Tesla Robotaxi expands operations in Austin, TX to now 1AM
&
expands Geofence to also include Circuit of the America’s racetrack where Formula 1 will be taking place this weekend
Innovating retweeted
Tesla has officially confirmed today that the Tesla board of directors has “formed a special committee to explore deepening Tesla’s relationship with @SpaceX, which could be through certain arrangements including without limitation a business combination.”
This is via Tesla’s new 10-Q filing with the SEC.
Innovating retweeted
Q3 Shareholder Update → ir.tesla.com
Highlights
– FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA
– Unveiled the next-gen Roadster
– Record deliveries in Canada, Australia, Japan & Taiwan
– Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load
– Ended the quarter with the largest backlog for our passenger vehicles in 4 years!
FSD Supervised
– 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia)
– FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval
Robotaxi
– Deployed Cybercab into our Austin fleet
– Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter
– Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms
– Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice.
Transport, office & living room in one
Robotics
– Started production of @Tesla_Optimus on our high-volume lines in Fremont.
These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product
SI Compute
– On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy
– Austin Fab construction continues, equipment commissioning planned for 2027
Battery
– Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada
– Shipped the first Megapacks built entirely with our own LFP cells
– Increasing 4680 output to support ramp of Cybercab, Semi & Model Y
Energy
– Megafactory Texas is up & running, with Megapack 3 production started
– Highest-ever order rate & backlog for energy storage
Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable
All with less local fossil fuel generation
Supporting Infrastructure
– Added 2,100+ net new Supercharger stalls, up 14% year over year
Innovating retweeted
Tesla says they ended Q3 2026 with their largest order backlog for passenger vehicles in four years.
"While battery availability continued to be the limiting factor in increasing auto volumes in the quarter, we have made additional progress in securing future supply, as we work toward our goal of maximum utilization of our factories."
Innovating retweeted
WOW, Tesla says that they achieved record FSD attach rates in North America in Q3 2026, with a whopping 75% of all new deliveries including FSD subscriptions, up from 55% in Q2 2026
"We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets."
Innovating retweeted
Tesla FSD subscriptions were up 67% YoY in Q3 2026 to 1.74 million, an increase of 260,000 from Q2 2026.
Tesla added more FSD subscribers in Q3 than in any quarter in its history.
Innovating retweeted
Tesla's Unsupervised Robotaxi fleet is now driving on average 80,600 miles per day.
That rate is obviously increasing as the fleet and operating hours expand.
Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new:
• People Injured by Tesla Robotaxis: 0
• Tesla Robotaxi Airbag Deployments: 0
• Pedestrians or Cyclists Hit: 0
Tesla Robotaxi miles by city:
• Austin, TX: 2,118,015
• Dallas, TX: 608,130
• Houston, TX: 225,964
• Miami, FL: 46,262
• Orlando, FL: 61,053
• Tampa, FL: 53,117
Other new Robotaxi info:
• Miles driven after dark: 862,000
• Miles in rain: 113,000
• Miles in rush hour: 575,000
tesla.com/robotaxi/safety
Innovating retweeted
We are launching the Tesla Robotaxi safety report today.
Till date, Robotaxi has driven a total of 3.3 million miles autonomously, and has had zero injuries nor airbag deployments. If the same number of miles were to be manually driven, we should expect roughly 9 injuries to the occupants or other pedestrians and 4 airbag deployments on average.
We will continue to transparently share our progress with the public using this page.
tesla.com/robotaxi/safety
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Here's a real screenshot of what the Tesla app looks like on the iPhone Duo. Looks great. There's a colored glow around the car that matches the paint color of your Tesla.
Innovating retweeted
Elon Musk today on a potential merger between SpaceX and Tesla:
"Both Tesla and SpaceX have formed special committees at the request of shareholders. Because I'm a conflicted party I can't be in on these discussions. I don't think we should assume that a merger is a certainty. Do I think it would be a good idea? Yes. But at the end of the day, shareholders have to be supportive of this. The special committees have not reached an agreement on any transaction, and it doesn't mean they will, but there is a lot of be gained from cooperating on SI, chip design, robots, mass or orbit, connectivity. I think it would be a good idea."
Innovating retweeted
Here it is. @Tesla FSD V14.3 Lite for Legacy Model S & X with vertical displays.
It has given these vehicles a whole new life.
10+ year-old cars with upgraded hardware can now run FSD V14. It is missing some features like Arrival Options and Start from Park, which will probably be added in future releases.
Innovating retweeted
BREAKING @robotaxi cybercab now available until midnight




































