Ok so to recap on Tesla:
- record auto deliveries
- large backlog
- fleet over 10 M vehicles, every one potentially a Robotaxi
- 1.75 M FSD users
- 75% of new owners using FSD
- hundreds of unsupervised Cybercabs in Austin, passing waymo’re
- expanded unsupervised Robotaxi geo-fences in Texas and Florida
- millions of unsupervised Robotaxi miles with 0 at fault incidents and 0 injuries
- lowest cost per mile for Cybercab
- lowest cost of manufacturing for Cybercab with unboxing, automation, 60% less parts, and 50% less sqft needed for same output compared to 3/Y
- 10 European countries approving FSD
- 100k FSD users in Europe
- tons of new semis, semi production ramping
- megapacks and energy steadily growing
- new Optimus manufacturing line in Fremont, California
- improved macro
did I miss anything?
I wonder why $TSLA is going up 🤔
Coming to the SF Bay Area?
Rent our 2026 Model 3 with FSD, 5 stars from our guests on every trip.
turo.com/us/en/car-rental/un…
Car rental marketplace Turo is introducing the first verified @Tesla FSD (Supervised) rental experience for travelers in the U.S.
Starting on October 28, Turo guests will be able to search, discover, and book Tesla vehicles with FSD (Supervised) activated, using direct API integration to verify FSD status.
Eligible Turo “hosts” who rent out their cars on the platform will also receive a free one-month trial of FSD. Turo said it is working with Tesla to directly access the automaker’s API to verify which cars have FSD enabled.
CEO of Turo. "Our own research shows that 55% of Americans are interested in driverless technology for travel, growing to 71% for Gen Z."
Tesla is crushing it! 🚘🦾🤖
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
This was on FSD 14.3.12 in a 2026 Model Y with AI4 in San Mateo, California.
4K youtu.be/dLJn6AYcfko
On YouTube, use "cc" to turn on captions, then use "Settings" ⛭ to set the title captions to English 🇺🇸, French 🇫🇷, Portuguese 🇧🇷, or Hebrew 🇮🇱.
The music is part of "Music To Code By (Blue)" by Carl Franklin.
The great @AnthonyCumia and @JimNorton in a @robotaxi Cybercab.
Norton to a Waymo’re: “Nice hat dick!” 😂
youtu.be/KUsLLxQNOXw?is=_L--…
This is Blue Collar Bot, our Turo workhorse.
It’s cheaper to rent than our 2026 Model 3, so it introduces many folks to Tesla and FSD.
🚙 We now have a second Tesla in our Turo fleet.
Our 2018 Tesla Model 3 (w/ FSD) is now available!
Freshly cleaned + personal data reset before every trip.
- Airport delivery at SFO (Garage G)
- Max 200 miles/day
- Return with ≥50% charge
- No smoking / pets
Responsible drivers welcome. FSD 12.6+ paid off and available for a safe drive!
Book here: turo.com/us/en/car-rental/un…
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → xitter.cf/i/broadcasts/1PKqrNbLZ…
Soon in the Bay Area we’ll be able to watch the 9ers win (that’s all they do) in a driverless Tesla @robotaxi
xitter.cf/ehuna/status/210965649…



























