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

Claude Duet is an early research preview, available through a waitlist on Pro and Max plans in the US. It can still misjudge what’s urgent, and we’ll keep tuning it based on what early users tell us. Join the waitlist: claude.com/product/claude-du… Read more: claude.com/resources/article…

We are launching the Tesla Robotaxi safety report today. Till date, Robotaxi has driven a total of 3.3 million miles autonomously, and has had zero injuries nor airbag deployments. If the same number of miles were to be manually driven, we should expect roughly 9 injuries to the occupants or other pedestrians and 4 airbag deployments on average. We will continue to transparently share our progress with the public using this page. tesla.com/robotaxi/safety

OpenAI bought Orchestra Bio, whose AI agents track drug programs. Until now, Rosalind covered the science: GPT-Rosalind reasons through biology and chemistry, while Rosalind Workbench links models to lab tools and data. Orchestra targets a different bottleneck, the coordination work that spreads a drug program across departments, contractors and disconnected software. Its agents monitor studies and timelines, so when a manufacturing batch fails, they map which trials slip and compare responses for program leaders to choose. Anthropic paid roughly $400M in stock for Coefficient Bio in April, so both labs are now buying specialist biology teams. Development still averages 10 to 15 years from target to US approval, a clock largely set by trial biology and regulators.

Unitree Introducing: H2-X Kung Fu Legend Guardian🤖 Powerful performance to serve and guard you, with a maximum endurance of approximately 8 hours. Please use the robot safely and in a friendly manner.

BMW is offering severance packages exceeding €650,000 ($750,000+) as part of a major workforce restructuring. The German automaker plans to cut approximately 8,000 jobs worldwide by the end of 2027, targeting annual cost savings of €1 billion starting in 2028. Severance payments vary based on salary, age, and years of service, with additional bonuses for employees who leave early. Interestingly, so many employees applied for voluntary redundancy that BMW reportedly closed the program ahead of schedule. Germany's automotive industry is facing a major transformation, and workforce restructuring is becoming part of that reality. Source: Handelsblatt, October 16–20, 2026.

After its stock surge, Unitree is urging caution. The company warns that humanoid robotics is still in the early stages of commercialization—and slower adoption could hit growth and valuations. humanoidsdaily.com/news/unit…

What's new in Grok Bot 00:00 New chat cards 00:31 Speed 00:53 Draft edits 01:08 Email aliases 01:33 X DMs 01:55 Tag @bot 02:31 Connectors 02:48 Voice calls 03:27 Notifications 03:56 Invites and Android Assistant 04:19 Access lists, unread, routines, sign-in This team ships!

Ferrari's own CEO just gave Tesla's new Roadster a PERFECT 10/10 for technology and another 10/10 for its presentation Benedetto Vigna praised Tesla for showing that the automotive industry still has enormous room to innovate and take risks “We have to keep dreaming” “Even in an old world, you can still innovate and dare” Coming from the CEO of Ferrari, that's an incredibly massive compliment to what Elon Musk and Tesla have just built

Ark Invest on a potenial Tesla-SpaceX merger: "A SpaceX-Tesla merger could take place within the next five years. Tesla’s highly cash-generative robotaxi network could help fund SpaceX’s ambitious plans for orbital data centers, and at the same time SpaceX’s compute-intensive frontier AI models could serve as the planning layer for Optimus deployments. Working together on the Terafab project, both companies could alleviate chip constraints. Combined, we estimate that SpaceX and Tesla could generate $3.8 trillion in revenue and $2.7 trillion in EBIT15 by 2031, with SpaceX contributing roughly 62% and 69%, respectively."