Tesla

Electric vehicles, giant batteries & solar, SI & robotics

[Tesla @Tesla]

Roadster event livestream https://t.co/G0jU4mWfid

[Tesla @Tesla]

Tesla app now on the big screens

[Tesla @Tesla]

Inspired by fighter jet cockpits, Roadster’s interface was designed around the pilot

[Elon Musk @elonmusk]

People are buying FSD with a car attached, not the other way around

[Tesla @Tesla]

Q3 2026 Earnings Call https://t.co/OHCTNvqSqK

[Tesla @Tesla]

Q3 Earnings Call today at 4:30pm CT
https://t.co/OHCTNvqSqK

[Tesla @Tesla]

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

[Robotaxi @robotaxi]

– 0 people injured by Robotaxi
– 0 Robotaxi airbag deployments
– 0 Pedestrians or cyclists hit

https://t.co/sfjQiSe3r6

[Robotaxi @robotaxi]

Robotaxi makes the roads safer for everyone

[Tesla @Tesla]

@TenaciousTek If you're in another Roadster, you'll see it

[Tesla @Tesla]

@MMelissaM Great angle

[Tesla @Tesla]

Starstruck

[Tesla @Tesla]

Tesla shareholders: Our Annual Meeting is coming up on Dec 3rd

This year, we’re asking you to vote “FOR” all three proposals on the ballot, including the re-election of Elon Musk, Robyn Denholm and JB Straubel to Tesla’s Board.

Last year, we laid out our vision for building a world of amazing abundance – this year, it’s been coming to life. And we’re only getting started…

Your vote is critical to helping us maintain that momentum.

Voting instructions & control numbers to follow soon.

More info: 
https://t.co/4QNxVddU1e

[Tesla @Tesla]

Porsche 911 driver orders Model Y Performance

Convinced by FSD Supervised, ride quality & Grok SI integration

[Justin Tse @JustinTse]

I drive a Porsche 911 daily, and never thought I'd consider a @Tesla. Until now.

I just ordered a Model Y Performance. Here's why.

[Tesla @Tesla]

The 6 stages of Roadster

[Tesla @Tesla]

Holy smokes

[Tesla @Tesla]

Out of this world

[Tesla @Tesla]

0.67 seconds (w/ rollout subtracted)

[Tesla @Tesla]

0-60 mph in 0.81 seconds