ARTSIMAGE retweeted
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 → 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
Q3 Earnings Call today at 4:30pm CT
xitter.cf/i/broadcasts/1jxXgBNRD…
ARTSIMAGE retweeted
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.
ARTSIMAGE retweeted
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.
ARTSIMAGE retweeted
Italian police ready to protect the Cathedral, Italians and tourists in Milan. More protests expected Saturday in Milan. High alert, growing concern.
ARTSIMAGE retweeted
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"
ARTSIMAGE retweeted
A lot of talk between the Tesla Roadster, and the McMurtry Spéirling’s fan suction system.
• The Roadster’s system will be street legal, the Spéirling’s isn’t.
• Roadster will generate ~2x the downforce than McMurtry’s system.
• Roadster’s system is designed to move and flex so the suction system can still work over bumps and rough surfaces.
• Roadster’s system has two modes. Full-seal maximum suction at lower speeds for maximum traction, then the front and rear skirts open at higher speeds so the fans switch to a higher-flow mode.
Both awesome feats of engineering, but the Roadster’s system is more tailored for real world use.
ARTSIMAGE retweeted
Fun fact from the Paris Motor Show: not one mainstream auto journalist I talked to had tried Robotaxi or FSD v14.
ARTSIMAGE retweeted
You found it. 🍌
The banana at the Next Gen Roadster reveal wasn't an accident. It was an analog stopwatch.
A laser triggered the drop the instant the tires started to roll. We hung it at exactly the car's 0-60 time at the time of 1 second.
Banana hits the ground. Car hits the laser wall. Same frame.
Here's how we did it 🧵
ARTSIMAGE retweeted
Thank you to Franz and Lars and the entire Tesla and SpaceX team for trusting my team and I to design and broadcast the story of the first ever production flying car - Tesla Roadster!
One of the most logistically challenging live shows out there.
10 months of planning was worth every ounce of effort!
@woodhaus2 @larsmoravy
ARTSIMAGE retweeted
I'm glad I got to meet the lovely @diana_dukic at 𝕏 Takeover last weekend. She's as beautiful inside as out and always welcome to visit Austin!







































