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Sawyer Merritt
@SawyerMerrittA prominent Tesla and electric vehicle industry commentator, providing frequent updates on production numbers, delivery statistics, and technological developments. The content also covers broader clean energy trends and sustainable transportation solutions with a focus on data-driven analysis.
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Tesla Robotaxi Ambition: Majority of Passenger Miles Forecast
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. (Source) 10-21-2026 14:24 UTC |
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Tesla unveils AI maps for FSD with fleet learning
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. (Source) 10-21-2026 14:03 UTC |
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Tesla targets Q2 2027 FSD Unsupervised rollout, robotaxi path
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. (Source) 10-21-2026 13:58 UTC |
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Tesla AI5 chip shipping target set for late 2027: Analysis
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. (Source) 10-21-2026 13:56 UTC |
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Tesla Optimus V3 demo and AI5 chip timeline: Latest analysis
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. (Source) 10-21-2026 13:55 UTC |
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Tesla Optimus early production begins amid 1M unit line push
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. (Source) 10-21-2026 13:40 UTC |
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Tesla targets 400 MW SI training compute for autonomy
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. (Source) 10-21-2026 12:12 UTC |
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Tesla starts Optimus production in Fremont: Latest update
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. (Source) 10-21-2026 12:11 UTC |
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Tesla reports 75% FSD attach rate in North America, Q3 2026
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. (Source) 10-21-2026 12:08 UTC |
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Tesla showcases Robotaxi emergency response in latest video
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. (Source) 10-21-2026 10:47 UTC |
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Tesla launches Robotaxi First Responder site with safety guide
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. (Source) 10-21-2026 10:37 UTC |
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Tesla showcases Robotaxi autonomy in Latest safety demo
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. (Source) 10-21-2026 10:22 UTC |
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Morgan Stanley: SpaceX neocloud funds full‑stack AI push
According to a new Morgan Stanley note cited by Sawyer Merritt on X, analyst Adam Jonas says SpaceX’s neocloud strategy shifts costs to customers to build compute used to train its own robots, positioning the firm as a vertically integrated, full‑stack AI player. (Source) 10-21-2026 08:57 UTC |
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SpaceX Plans $35B–$40B Q4 2026 Capex for Compute Buildout
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. (Source) 10-20-2026 18:18 UTC |
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Musk touts Grok Bot’s fastest growth, enterprise rollout
According to Sawyer Merritt on X, citing Elon Musk, Grok Bot is experiencing the fastest product growth he has seen, with per-user usage rising, an enterprise version set for wide deployment in weeks, and expected to consume most SI compute. (Source) 10-20-2026 12:52 UTC |
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Anthropic plans up to $750B compute spend, WSJ Analysis
According to The Wall Street Journal, a draft S-1 says Anthropic may spend up to $750 billion on compute, has about $450 billion in noncancelable cloud deals over 7–10 years, and posted a $80.7 billion H1 net loss. (Source) 10-20-2026 11:38 UTC |
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Tesla FSD v14.3.13 Rollout: Latest Update, Same Notes
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. (Source) 10-20-2026 05:06 UTC |
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ARK Invest eyes Tesla SpaceX merger, AI synergy analysis
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. (Source) 10-19-2026 15:20 UTC |
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ARK Invest: Tesla Cybercab aims 40% lower robotaxi costs
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. (Source) 10-19-2026 14:04 UTC |
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ARK Invest: Tesla hits 1M driverless miles, eyes FSD V15 ramp
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. (Source) 10-19-2026 14:02 UTC |