BREAKING: British Airways has completed its @Starlink rollout across all Airbus A350s in just over a month. Full rollout across its entire fleet of 300+ aircraft is targeted for March 2028.

Tesla's @aelluswamy says FSD Unsupervised could start rolling out to customer cars in select areas the U.S. in Q2 2027. Those customers could then add their cars to the robotaxi network.

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

Elon Musk has just confirmed that SpaceX will attempt to catch Starship on Flight 15 next month And SpaceX has released a new simulation showing exactly what that catch will look like Flight 15 is going to be a massive step toward full rapid reusability

Elon Musk today on a potential merger between SpaceX and Tesla: "Both Tesla and SpaceX have formed special committees at the request of shareholders. Because I'm a conflicted party I can't be in on these discussions. I don't think we should assume that a merger is a certainty. Do I think it would be a good idea? Yes. But at the end of the day, shareholders have to be supportive of this. The special committees have not reached an agreement on any transaction, and it doesn't mean they will, but there is a lot of be gained from cooperating on SI, chip design, robots, mass or orbit, connectivity. I think it would be a good idea."

SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.6B; +161% YoY 🔹 EPS: $0.35 🔹 Net Income: $4.4B 🔹 Adjusted EBITDA: $8.8B; +306% YoY Capital Expenditures: 🔹 Total: $19.6B 🔹 Operating Cash Flow: $13.1B Segment Revenue: 🔹 Space: $1.8B; +6% YoY 🔹 Connectivity: $5.2B; +69% YoY 🔹 SI: $7.6B; +830% YoY Announcements: 🔹 First revenue-generating Starship mission successfully launched 🔹 Starbase, Louisiana next-generation spaceport planned 🔹 Grok Bot introduced as an always-on agentic SI system Other Q3 Metrics: 🔹 Starlink Consumer Subscribers: 13.6M

The Ferrari CEO praised @Tesla's new Roadster unveil today: "It ​certainly shows that in the automotive world there's ​still ⁠a lot to be done. We have to keep dreaming. As a European, thank you for showing us how that, even in an old ⁠world, ​you can still innovate and dare." He gave the Roadster launch 10 out of 10 for technology and 10 out of 10 for presentation.

Happy SpaceX Q3 earnings day! Wall Street is expecting this to be SpaceX's first profitable quarter on an adjusted basis since going public in June ($0.13/share). Here are the most voted for questions by retail investors for today's earnings call: 1) Gwynne Shotwell told us Starship HLS hardware is now being produced in Starbase, how much progress has been made so far and when will the test article be shown off? 2) When will SpaceX merge with Tesla? 3) When does SpaceX intend on performing the orbital refueling demo for Starship? and will it be a comination with the long duration demo? 4) Can you provide a detailed update on the Starbase Louisiana project timeline, including the current status of coastal-use and environmental permitting for the supporting infrastructure in Vermilion Parish, whether the March 2027 construction start target remains on track, and SpaceX’s current confidence level in achieving a first Starship launch from the site as early as 2029? 5) Does SpaceX plan to make a larger Starship payload door for non flat-packed satellites in the near future? If so, what is the timeline and current progress? 6) With Artemis 3 in less than a year, a lunar landing demo targeting in Q4 2027 and Artemis 4 lunar landing in roughly 18 months, what progress have you made on HLS and can we see pictures. The full cabin mockup has been in work for a year in the starfactory and we haven't seen any pictures of it. Do you have an update on it or even pictures? It's been about a year since your last HLS update and it will be about a year until the uncrewed demo, could we see some progress? 7) What have you learned from the Ship that landed intact that will help future missions?