29.87% BEV in the EU in September First thing I noticed: Croatia had an outlier month in PHEV at almost 15%

So Tesla is now generating $1 billion in annual recurring revenue from self-driving that requires supervision, and isn’t even available in most of Europe or China. I wonder what their ARR will be when they are approved worldwide and don’t require human supervision. $10 billion? $100 billion? more?

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

JUST IN: United CEO Scott Kirby says loyal flyers of other airlines are switching to United solely because of Starlink • About half of United departures are on Starlink jets today, more Starlink flights than the entire U.S. airline industry combined
• 640+ aircraft equipped, about 3 more every day
• 5.4 million United customers used Starlink in September
• 61% of departures by end of 2026, 87% by June 1, fleetwide by end of 2027 "Customers who are brand loyal to other airlines and have flown them for years switch to a United flight solely because of Starlink." Source: United Q3 2026 results (Oct 20) and earnings call (Oct 21)

Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new: • People Injured by Tesla Robotaxis: 0 • Tesla Robotaxi Airbag Deployments: 0 • Pedestrians or Cyclists Hit: 0 Tesla Robotaxi miles by city: • Austin, TX: 2,118,015 • Dallas, TX: 608,130 • Houston, TX: 225,964 • Miami, FL: 46,262 • Orlando, FL: 61,053 • Tampa, FL: 53,117 Other new Robotaxi info: • Miles driven after dark: 862,000 • Miles in rain: 113,000 • Miles in rush hour: 575,000 tesla.com/robotaxi/safety

🚨 Luxemburg legt sich bei Tesla Assisted Driving weiter nicht fest 🇱🇺🇪🇺 In einer offiziellen Parlamentsantwort vom 20. Oktober macht Verkehrsministerin Yuriko Backes klar: Luxemburg war am niederländischen Zulassungsverfahren nicht beteiligt und setzt bei TAD auf ein harmonisiertes EU-Verfahren mit strenger Sicherheitsprüfung. Der Unterschied im Benelux-Raum ist damit deutlich: 🇳🇱 Niederlande: nationale Genehmigung 🇧🇪 Belgien: niederländische Genehmigung anerkannt 🇱🇺 Luxemburg: bislang keine Freigabe für Kunden, aber ausdrücklich auch keine formelle Ablehnung. Spannend ist zudem: Luxemburg trennt die Benelux-Zusammenarbeit zum automatisierten Fahren ausdrücklich vom Tesla-TAD-Verfahren. Offizielle Parlamentsquelle: Frage Nr. 4802 / Dokument 51443, Chambre des Députés Luxemburg. Chambre des Députés Luxemburg⁠ chd.lu/fr

Congrats SpaceX team!

Waymo has announced that they are coming to Madrid in 2028

Herr @bundeskanzler , "weniger Bürokratie und schnellere Genehmigungen". Das klingt gut! 👏 Dann hätte ich da einen konkreten Fall 🙋‍♂️ Tesla Assisted Driving ist seit April in den Niederlanden zugelassen und inzwischen in 9 EU Ländern erlaubt. Seit September gibt es eine Einigung zwischen dem BMV und Tesla: max. 10 % Tempotoleranz und der neue Name TAD. Der Name ist schon geändert. Die Software ist auch bereit. Tesla Produziert in Deutschland und Investiert hier auch stark weiter! Ganz im Gegenteil zu den Deutschen Autoherstellern…. Und trotzdem warten wir in Deutschland weiter auf Dezember. 🙄 Eine nationale Anerkennung nach Art. 39 wäre möglich und genau so eine schnellere Genehmigung. 🇩🇪 @SteffenBilger @BMV

Have to give the EU regulators credit where it’s due for making all Apple products use USB-C

Two important changes to timeline recommendations: - New AI/SI ranking model that predicts probable time spent much better - Retrieval model trained to surface posts people read all the way through User active seconds is growing exponentially and hitting all-time highs almost every day:

Here are the top 7 voted for questions by retail investors for @Tesla's Q3 earnings call this Wednesday: 1) How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review? 2) When can we anticipate FSD unsupervised in customer cars? 3) When will the CyberCab be available for customer purchase/ownership? 4) What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target? 5) What’s the cost per Optimus unit, and what does the first paying customer look like? 6) When do you anticipate Optimus will begin generating revenue? 7) Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?

Cool, you can now talk to Grok Bot using the Action Button on your iPhone.