Hope we get v14 lite soon.

Did Tesla not answer the HW3 question on the earnings call?

It will be next time

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

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

Gemini is coming to Google Maps navigation on CarPlay, bringing you a helpful, conversational assistant right to your in-car display. Try asking things like: 🚗 “What park is famous for gorgeous views overlooking the city?” 🌤️ “I want to go at a time when it’s not too busy and the weather will stay nice. Is now a good time?” 🧭 “Start navigating me there but make sure to avoid toll roads.” Rolling out now everywhere Gemini is available — just tap the Gemini icon in Google Maps on your car’s display to try it on your next drive.

We have posted more information about today's security releases, including the sequence of events that led to the discovery, how the PHP security team is improving their processes, and what we need from you to continue this critical work. #php #security thephp.foundation/blog/2026/…

Cloudflare has deployed default web application firewall (WAF) protections for newly disclosed PHP vulnerabilities before public disclosure. The rules use request and response signals to stop exploit attempts and prevent exposed data from reaching attackers. cfl.re/488w8dc

OpenAI models helped researchers—operating as part of our Patch the Planet initiative—discover critical security flaws in PHP, an open-source programming language used to run an estimated 70% of websites. Over the past two months, we led a coalition of maintainers, researchers, and security providers to prepare fixes and protections ahead of disclosure. This duration was necessary because the fix was quite intricate and required a major change to the PHP engine. Every site using PHP can now safely upgrade their version to stay secure, in addition to applying mitigations from various security vendors. Due to the severity of these flaws and PHP’s widespread use, we consider this bug to be one of the most impactful vulnerabilities in recent memory. It also marks a new phase, where AI can find security bugs with internet-scale impact. This is an example of the Defender’s Window in action: to our knowledge, frontier AI was able to find this vulnerability ahead of attackers, giving defenders time to prepare. openai.com/index/coordinated…

The PHP project has released fixes for 2 critical vulnerabilities affecting servers that host PHP applications. Site owners and technical teams should confirm their hosting provider’s update plan and update PHP immediately. Versions before PHP 8.2 no longer receive security updates. These issues are not specific to WordPress, and no WordPress update is required. wp.me/pZhYe-5Gb

BREAKING: X MONEY is working on UK bank transfers in pounds! 👀 • Send GBP straight to UK bank accounts • Add payees by sort code and account number, or IBAN Is X Money going global?! 🔥

Unitree Introducing: H2-X Kung Fu Legend Guardian🤖 Powerful performance to serve and guard you, with a maximum endurance of approximately 8 hours. Please use the robot safely and in a friendly manner.

Full Self-Driving V14.3.12 is rolling out to Tesla AI4 vehicles down under (Australia + New Zealand) for the first time via 2026.38.5.5.

Q3 2026 Financial and Operational Results xitter.cf/i/broadcasts/1PKqrNbLZ…

SpaceX has just released its Q3 earnings results. Highlights: • Revenue: $14.58B (+161% YoY; vs. $12.7B est) • Adjusted EBITDA: $8.81B (+306% YoY) • Net income (GAAP): $4.40B (vs. $1.05B loss YoY) • Capex: $19.59B (+185% YoY) • Starlink subs: 13.6M (+89% YoY) • Cash & marketable securities: $90B Revenue by segment: • Space: $1.77B (+6% YoY) • Connectivity: $5.25B (+69% YoY) • SI (formerly AI): $7.56B (+830% YoY) • 1.7 GW of compute installed