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
I'd love to see Tesla release a smaller pickup truck designed for autonomy that can be sold worldwide and is great for work and deliveries.
I think it would really popular in not just the US, but all over.
I saw my first launch from @RocketRanchTX Outpost for Flight 14 and I was blown away! I wish I had started going there earlier because the view is incredible and it's going to be the best place to view the catch from! I can't wait for Flight 15!
Lotus Evija, Lotus’s first pure EV, 2,000 horsepower across four motors, zero to sixty in under 2 seconds, and only 130 ever being built at around $2.1 million each. I was lucky to spot one the other night at the Long Center with friends @artsimage & @AdanGuajardo it’s a gorgeous car! I love how the license plate light project on the ground behind the car ⚡️✨🛸
Tesla just officially announced it has begun Optimus production on high-volume lines in Fremont!
Status is now “Early Ramp” per their shareholder deck.
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
28 Cybercab’s autonomously testing themselves at the test track no human around. These cars are made to a job and to do it flawless. 💯
3.3M driverless miles, 0 injuries @robotaxi@Tesla
Tesla has just released a new video compilation of its fully autonomous/unsupervised Robotaxis (including Cybercabs and Model Ys) avoiding collisions and pedestrians, driving in heavy rain, stopping for emergency vehicles and animals, navigating tricky scenarios, and more.
The City of Austin just issued the building permit for Tesla's St. Elmo Rd Robotaxi charging lot.
Permit 2026-093561 BP, 405 E St Elmo Rd
Issued Oct 8, 2026, status Active
$2.1M, 85,046 sq ft
"Installation of EV Chargers - Park and charge site"
What's new: July brought a 48-stall pin on Tesla's map. August brought the architect's "Tesla Auto Cab" drawings and a state accessibility filing, but there was no city permit yet. This is the city's approval to build.
Tesla has officially announced that it will hold its annual shareholder meeting on December 3, 2026. There are three items up for a vote:
• Re-electing Elon Musk, Robyn Denholm and JB Straubel to the board for three-year terms.
• A non-binding say-on-pay vote on 2025 executive compensation. The compensation table lists about $158.4 billion in 2025 stock awards for Musk.
• Approving PWC as Tesla's auditor for 2026.
There is no mention of any merger with SpaceX in this proxy filing. Letter from Tesla Chair of the Board, Robyn Denholm:
"Dear Fellow Shareholders,
2026 has been a year of investment and progress for Tesla. We continued solidifying our foundation by strengthening our core vehicle, energy and services businesses as we build the infrastructure for our next phase of growth.
We also moved closer to a future of autonomous transportation and real-world super intelligence (“SI”). This year, we began producing Cybercab at Gigafactory Texas and expanded our Robotaxi service to more U.S. cities. FSD (Supervised) usage grew exponentially as we continued to gain users and expand into new markets. We surpassed over 10 million vehicles delivered, and the Model Y remains on track to be the best-selling vehicle this year of any kind, globally, as we achieved record deliveries in countries around the world. We launched the Tesla Semi, which will revolutionize the trucking industry, and unveiled the long- awaited Next Gen Roadster. We also made progress in energy generation and storage, with record deployments out of Megafactory Shanghai and production of the new Megapack 3 at our Megafactory in Texas. As SI infrastructure demand increases, energy storage will be critical to expand capacity from the existing grid.
At the same time, we continued developing the products and investing in the infrastructure required to provide them at scale, including building our Semi factory in Nevada and the first production lines for Optimus, and additional data center capacity to train our SI systems. Our recent investments in battery and chip manufacturing, including our Terafab initiative, will help secure the supply of critical components enabling us to offer products affordably on a mass market basis so that humanity may benefit. We remain focused on managing costs and maintaining the financial strength to support our ambitious long-term goals.
We have accomplished a great deal, but we are still at the early stages of what we believe Tesla can become. Our employees’ innovation, hard work and dedication are essential to realizing that potential and creating lasting value for you, our shareholders. Your confidence in Tesla means a great deal to us, and we take the trust of our shareholders seriously. We listen to you, as your voices and votes help shape our governance and our future. And, as a Board, we want to continue hearing from as many of you as possible.
That includes retail investors, who face technological barriers to traditional voting. As a result, Tesla recently pioneered the creation of user-friendly practical tools to empower the voices of retail shareholders, which provide a no-fee, investor-directed voting process similar to those currently available to institutional investors. And because we believe all retail voices should be heard across the capital markets, we have made sure the framework supporting enrollment into voluntary retail voting programs would not only be available to Tesla, but to all public companies. As we look ahead, we have the building blocks, vision and team necessary to achieve our bold yet worthwhile objectives. I am honored to serve on the Board alongside Elon Musk and JB Straubel, two technological visionaries whose leadership has helped make Tesla what it is today. The three of us are grateful to have been nominated to serve for another term on the Board of this extraordinary company. We understand that a steady and experienced hand during this time of rapid technological change is essential to Tesla’s success. Therefore, your vote is critical to maintaining that leadership, and I ask you to vote FOR our re-election to the Board so we can continue guiding Tesla through our next phase of growth.
We have transformed numerous industries before, ranging from electric vehicles to battery storage systems. We could not be more excited to do it again, as we bring SI into the physical world. The best is yet to come.
Thank you for your continued support of Tesla. Very truly yours,
Robyn Denholm
Chair of the Board"