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FSD attach rate over 75% in North America, Cybercab already live in Austin with nearly 2M unsupervised miles + Grok, Optimus production started, Semi in volume production, and the next-gen Roadster just got unveiled.
#Tesla#FSD#Robotaxi#Cybercab#Optimus#TSLA#Roadster
Q3 Shareholder Update → https://t.co/u0UcDOuMNa
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
Insane. Elon just reclaimed trillionaire status again as SpaceX rips higher on Wall Street. The man doesn’t just build rockets — he builds history.
This is what relentless execution looks like.
#ElonMusk#SpaceX#Trillionaire#Tesla#ToTheMoon
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Giant pyramid glowing under a blood-orange sky, flying ships, full Blade Runner energy… and Elon already said “Giant pyramid HQ would be 🔥🔥”.
The future isn’t coming — it’s already flexing.
#SpaceX#ElonMusk#BladeRunner2049#FutureIsNow#Mars
@cb_doge Not just safer roads or cooler tech — it’s giving 80- and 90-year-olds their freedom back. The ability to see grandkids, go out for dinner, and stay independent instead of handing over the keys.
This is technology serving humanity. ❤️
Families say Tesla FSD is changing lives for their family members in their 80s and 90s. ♥️
A 90-year-old man now owns a Model Y after his children recommended it. His neighbor, who works in healthcare, says FSD will help him stay independent.
Other families shared remarkable stories in the comments:
• One said their 92-year-old neighbor bought a Tesla the day after trying FSD.
• Another said their 87-year-old father uses FSD to get almost everywhere, adding: “Great that this gives him additional mobility at his age.”
• A third said their 83-year-old father loves his Model Y and uses FSD for nearly all his driving, helping him attend his grandchildren’s events and enjoy dinners with friends. “It really is transformational.”
For these families, Tesla’s technology means more opportunities to get out, see loved ones and enjoy everyday life. That is what makes FSD’s progress so exciting.
@WatcherGuru Free markets don't need permission.
The US just put Europe on notice: Restrict Starlink and American companies will hit back hard. Protectionism is a two-way street. Starlink delivers real-world connectivity (including in Ukraine) while bureaucrats play spectrum games