TeslaPro

Our design language has evolved since the last reveal: from S3XY to Cybertruck, Cybercab & Optimus Roadster is inspired by the SR-71 & F-35

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

Tesla 2025 recap See y’all in 2026 – the best is yet to come 😀

Cyber Monday

A letter from Robyn Denholm ––– Dear Fellow Shareholders, On behalf of the entire Tesla Board, I want to extend our deepest gratitude for the overwhelming support you showed at this year’s Annual Meeting. In particular, your resounding approval of Proposals One, Three and Four sends an unmistakable message: you support the vision embodied by Master Plan Part IV and want us to keep steering Tesla toward the extraordinary future we all see ahead. A world that is not “zero-sum” but instead one in which we can and will accelerate global prosperity for all by creating a safer, cleaner and more enjoyable world. In a year when many tried to sow doubt and negativity, you chose a better future. You chose ambition. You chose to see what is possible. You chose to back the people who have been in the room since the earliest days, fighting for the mission that first brought us all together—a better world for humanity. Your vote was about much more than governance of a company—it was a vote of confidence in our visionary leader, Elon. You looked past the noise and reaffirmed your belief in a trailblazer who has turned Tesla into one of the most valuable companies in history and who continues to push humanity closer to a future of sustainable abundance for all. This idea is not just a slogan—as Elon noted at our meeting, it is about bringing about the best future you can imagine. Your support tells us that you believe in this mission as strongly as we do. The Board could not be more excited for what comes next, and, as Elon also said on Thursday, this is not a new chapter for Tesla but a whole new book. The age of autonomy is no longer approaching—it is here. With transformative technologies such as Robotaxi and Optimus, we are bringing AI into the physical world. We are on the cusp of what could be the largest value-creation event in Tesla’s history, and quite possibly in the history of humanity. You, our shareholders, have given us the mandate and the runway to execute. We are humbled, and rest assured that we do not take that responsibility lightly. Therefore, staying close to you has always been fundamental to how we lead. We have consistently prioritized direct engagement with our shareholders through multiple channels, including our Shareholder Platform and in-person events. The feedback we receive directly from you, the owners of Tesla, informs our strategy and strengthens us. As we execute, we will keep listening and are committed to exploring opportunities to further empower shareholder voices. Thank you for believing in Tesla. Thank you for standing with us. We look forward to years of bold leadership and pioneering innovation, fueled by our commitment to creating a better future for all. Very truly yours, Robyn Denholm Chairperson of the Board of Directors

Q3 Update In Q3, we achieved record deliveries + energy storage deployments. Alongside launching new + exciting products, our focus remains on scale. Every Tesla delivered today is designed for autonomy & every Tesla energy storage product is capable of being enhanced + optimized by our virtual power plant or Autobidder functionality. Maximizing our deliveries + deployments means delivering increasing value to all of you over time via AI-powered services. As such, we continue to deliver a fleet of products that bring AI into the real world as we pursue a future of sustainable abundance as outlined in our Master Plan Part IV. North America @tesla_na – Launched Model 3/Y Standard, each with >300 mi of range & starting at $36,990 / $39,990 respectively, making our products more accessible – Launched Model Y Performance EMEA @teslaeurope – Model Y is the best-selling vehicle in Norway, Switzerland & Iceland YTD, in Finland for Q3 + in the Netherlands & Denmark in September – Produced 100,000th refreshed Model Y at Giga Berlin + started production of Model Y Performance – We continue to pursue the launch of FSD Supervised in Europe, pending regulatory approval APAC @tesla_asia – Launched the Model YL in China, a longer wheelbase version of the Model Y with 6 seats and 3 rows – Achieved record deliveries in South Korea, Taiwan, Japan & Singapore + began deliveries of the Model Y in India – Launched FSD Supervised in Australia + New Zealand – South Korea is now our third largest market behind only the US & China AI Software + Hardware @teslasi – Started rolling out v14 of FSD Supervised in October, bringing a large portion of the Robotaxi FSD model to our owners + improved handling of several complex scenarios such as avoiding road debris, yielding for emergency vehicles & adding arrival options to indicate where FSD should park – Expanded both our service area + fleet count for our Robotaxi service in Austin & launched our Bay Area ride-hailing service – Announced a deal to manufacture advanced semiconductors for AI inference and training in the US w/ Samsung + further expanded our AI training compute capacity, bringing Cortex to a total of 81k H100 equivalents Vehicle + other software – @Robotaxi iOS app is now available to everyone in the US & Canada – download to join the waitlist Over-the-air updates bring you new features overnight: – Grok (an AI companion) for vehicles in North America – Low Power Mode to help conserve energy (useful when traveling) – Light Sync that synchronizes the car’s interior accent lights with music – You can also order food directly from your vehicle touchscreen before arrival at the Tesla Diner in Los Angeles – Tesla app users can now pinpoint vehicle concerns + diagnose urgent issues to dispatch mobile technicians, making the service experience even smoother Battery, Powertrain & Manufacturing – Both Model 3 + Model Y Standard feature a new battery pack & powertrain designed for energy + cost efficiency – We expect our lithium refinery in Texas to begin production in Q4 2025 & our LFP lines in Nevada to begin production Q1 2026 Energy @teslaenergy – Highest quarterly energy storage deployments ever! – Unveiled our next-generation industrial storage product – Megablock –, a pre-engineered, medium voltage battery that integrates four Megapack 3s. This new + simplified architecture incorporates hardware, software & services in a single package up to medium voltage, enabling rapid utility-scale deployment with faster interconnection to the grid and reduced complexity for customers. Will begin production at Megafactory Houston in 2026 with up to 50 GWh per year of manufacturing capacity Services and other @TeslaCharging – Added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year – Launched our first v4 Supercharger cabinets = 3x the power density + 2x the number of stalls per cabinet compared to V3, bringing higher throughput + efficiency, lower cost & faster deployments V4 Superchargers enable 500kW charging for passenger vehicles & 1,200kW charging for @Tesla_Semi, enabling the fastest charging time for trucks in the US ir.tesla.com/#quarterly-disc…