According to Sawyer Merritt citing Tesla's Q3 2026 earnings call, over 75% of new North America deliveries added paid FSD, as Tesla detailed AI mapping plans and Robotaxi milestones.

According to Sawyer Merritt on X, Elon Musk said that unless blocked by governments, Tesla’s Robotaxi service could handle a majority of passenger miles in markets where it is allowed to operate.

According to Sawyer Merritt citing Tesla’s Ashok Elluswamy on X, Tesla is building new AI-driven FSD maps that learn individual driver and fleet preferences.

According to Sawyer Merritt citing Tesla’s Ashok Elluswamy, FSD Unsupervised could begin rolling out to customer cars in select U.S. areas in Q2 2027, enabling participation in a robotaxi network.

According to Sawyer Merritt on X, Elon Musk said Tesla's next generation AI5 chip could begin shipping to customers in late 2027, signaling a new hardware cycle.

According to Sawyer Merritt on X, Elon Musk said a believable, non pre programmed Optimus V3 demo video may arrive in one to two months, with an AI5 chip integration targeted for April 2027.

According to Sawyer Merritt on X, Elon Musk said Tesla has started early production of Optimus, installed most of a 1 million unit per year Fremont line, and targets resolving AI and electromechanical issues by end of next year.

According to Sawyer Merritt on X citing Tesla, the company plans to reach 400 MW of SI training compute by year end for vehicle and humanoid robot autonomy, and continue Austin Fab construction to begin commissioning in 2027.

According to Sawyer Merritt on X, Tesla said Optimus humanoid robots have entered production on high‑volume lines in Fremont, with current manufacturing proven suitable for a commercial product.

According to Sawyer Merritt on X, Tesla said its Full Self-Driving attach rate in North America reached a record 75% of new deliveries in Q3 2026, up from 55% in Q2 2026, adding that FSD is driving demand where available.

According to Sawyer Merritt on X, Tesla released a new compilation showing fully autonomous Robotaxis, including Cybercabs and Model Y vehicles, stopping for emergency vehicles and handling real-world scenarios.

According to Tesla via a post highlighted by Sawyer Merritt on X, the company launched a Robotaxi First Responder website outlining training, protocols, and safety features for emergency teams.

According to Sawyer Merritt on X, Tesla released a video compilation showing unsupervised Robotaxis, including Cybercabs and Model Y, handling rain, pedestrians, emergency vehicles, animals, and collision avoidance.

According to Sawyer Merritt on X, SpaceX expects $35–$40 billion in Q4 2026 capex to nearly double compute capacity to about 3 GW with a sub‑12‑month payback.

According to Sawyer Merritt on X, Tesla has begun rolling out FSD v14.3.13 with the same release notes as the prior build, signaling an incremental update.

According to Sawyer Merritt citing ARK Invest’s new Tesla model, ARK says a Tesla SpaceX merger could occur within five years to fund orbital data centers, deploy frontier AI for Optimus, ease chip constraints via Terafab, and together reach $3.8T revenue and $2.7T EBIT by 2031.

According to ARK Invest via Sawyer Merritt, Tesla added the Cybercab to its robotaxi fleet and could run ~40% lower cost per mile than Waymo’s next-gen robotaxi, while ARK’s 2031 model projects robotaxi as ~80% of Tesla’s enterprise value.

According to ARK Invest via Sawyer Merritt, Tesla logged over 1 million unsupervised driverless miles across seven cities in three states in ~7 months, expects acceleration with FSD V15, and frames it as key to scaling robotaxi service.

According to ARK Invest via Sawyer Merritt, Tesla’s 2031 base case values the company at $17.5T driven by robotaxis and Optimus, with cumulative AI infrastructure spend rising to $225B.

According to Sawyer Merritt on X, a post titled "Tesla’s future lineup (missing Robovan)" teases an upcoming Tesla vehicle roadmap while noting the Robovan is absent.