It’s clear to me that FSD is the main reason people are buying a Tesla… the fact that in North America, over 75% of new Tesla deliveries now come with FSD (Supervised), nearly 20 percentage points higher than last quarter. FSD is turbocharging demand for Teslas.

My X circle! The people I talk with most on here: 🥇 @Chassdesk 🥈 @IowaTesla 🥉 @AirbossHVAC Make yours: wishkit.io/x-circle

🧠 Tesla is rebuilding its maps and navigation from the ground up with AI 🗺️ "We are building our own maps...We are building an entire new architecture with essentially AI-based mapping and navigation...It's going to be integrated with voice, you can talk to it, ask different routes, it's going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation to be super cool. You see the start and end of trips already use this technology as part of the v15 release, and over the next several months it's going to take over all the navigation functions: parking, destination handling, and will know you better than you know yourself..."😳 -@aelluswamy

Tesla FSD subscriptions were up 67% YoY in Q3 2026 to 1.74 million, an increase of 260,000 from Q2 2026. Tesla added more FSD subscribers in Q3 than in any quarter in its history.

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

I'll be heading over to collab with @itskyleconner again to try to break FSD! Tell us what scenarios/objects/etc that you want us to use to push FSD to the limit!

Tesla says they will be launching their robotaxi service soon in Las Vegas, Jacksonville, Phoenix and San Antonio.

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.