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

I've been GrokBot pilled. First of all, Grok knows me better than other bots, like Meta Muse, thanks to the 300,000 posts I've done here for 20 years. But now that GrokBot @bot can read lists, it opens up powerful new personalized news capabilities. I've done this for about a year over on alignednews.com -- but last month my X API bill alone was $6,000. For a couple of hundred a month you can do the same with lists, either you create, or ones other people have created. Last night I stuck in my "best in AI" list and had it write me this news page: docs.google.com/document/d/1… Every hour my bot reads that list and builds me a new news page. Now I've only put about 10 minutes of effort into this so far. So it's not the prettiest thing you ever have seen, but my bots are working on other ways to present them to me. And you can do the same for any topic you care about. You just need to build a list, or find one that's already built and there are millions of lists here on X on literally any topic. Put your favorite football team onto a list, along with all your favorite journalists or other fans. Then have Grok bot read them for you. And that's just the start. You can have it write you a script based on the news, then copy that into, say, @Gemini_Notebook and then you get a podcast, or a video. Based on what people are saying on your topic here on X. Thank you so much X for making lists far more powerful than they ever were before. Makes the thousands of hours I've put into mine over 20 years so much more useful. Tips? Start small. You can chew through your tokens very quickly. It's amazing how good it is with a small list, like this one, which is what created the page up above: xitter.cf/i/lists/19535363366753… (Best AI accounts I've found out of 70,000 here on X). Don't over hit it. You only need your bot to read the list every hour. Maybe even less. If anything is really important it gets reshared into lists, so the bot doesn't need to hit it often to build you a really great set of things that are important to pay attention to. I've been begging for this capability for years. THANK YOU X!

People's trust in legacy media has eroded over decades, and 𝕏 keeps hitting new all-time usage highs and is the #1 news app in 150+ countries. If your friends still rely on TV news, send them 𝕏 links. Sharing the truth is an act of kindness.

BREAKING: United CEO says customers are switching from other airlines because of @Starlink “We already see customers moving from other airlines today” United will cross 50% of flights with Starlink this week and expects to finish its full fleet rollout by the end of next year.