Tesla has 4 NHTSA recalls and 3 NHTSA investigations on record; no clearances are recorded in the registry.
See all 7 filingsCategoryRobotaxis
Appears inLogistics robots
Overview
Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a robotaxi ride-hailing service, the Optimus humanoid robot, and the forthcoming purpose-built Cybercab.
Robotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's Full Self-Driving / Autonomous Driving System. At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a federally-mandated crash-reporting record (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving.
Optimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call Musk admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027.
Cybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026.
Tesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.
Reality check
Optimus specs (company-claimed)
5'8" tall, 125 lb, 2 mph walking speed, 150 lb lift capacity, $20,000 target price. Not independently verified.
Optimus timelines (claimed vs delivered)
Promised 2022 production and useful work in 2023 did not happen. In July 2026 Musk set a slow Fremont ramp from late July and a Gen 3 reveal in mid-2026.
Musk humanoid forecast (claimed, Sep 2026)
Musk told CCTV Finance there will be at least 1 billion humanoid robots within 10 years, and possibly 10 billion in 15. A CEO prediction, not a production commitment.
AI5 and AI6 memory cut for Optimus (claimed, Oct 2026)
Musk said Tesla halved AI5 RAM to 72GB and cut AI6 to 144GB to secure chip volume for Optimus, keeping memory bandwidth the same.
FSD active safety (company-claimed)
Sep 2026: FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion.
FSD safety in Australia and NZ (company-claimed)
Tesla claimed FSD cut collisions 40% in Australia and New Zealand. Not independently verified.
Q3 2026 deliveries (company-claimed)
Produced 464,391 and delivered 486,532 vehicles; deployed 13.7 GWh of energy storage.
Terafab chip fab (company-claimed)
SpaceX and Tesla are building Terafab in Grimes County, Texas: 100M+ sq ft, about $16.8B first phase, 3,000+ jobs, chips for Optimus, Cybercab and SpaceX.
Terafab and TSMC (claimed, Oct 2026)
Musk said Terafab had early talks with TSMC, then that Tesla will build and run the fab itself, with TSMC at most subleasing space.
Giga Berlin output (company-claimed)
Jun 2026: production rising 20% to 7,500 vehicles a week from October 2026, adding 1,000 jobs.
Cybercab Austin fleet (company-claimed, Oct 2026)
Tesla Robotaxi says 300+ Cybercabs serve Austin one month after launch (8x in 30 days). Ashok Elluswamy says Dallas is next.
Model 3 Premium Canada orders paused (company-claimed)
Tesla's Canadian site says Model 3 Premium orders are paused after high demand exhausted Tesla's import quota for China-built EVs, with ordering expected to resume March 2027.
FSD 14.3.12 point release (claimed, Oct 2026)
Whole Mars Catalog reported a new FSD 14.3.12 point release went out on Oct 13 2026.
FSD v14 Lite on Intel Model S/X (company-claimed)
Oct 14 2026: Tesla said FSD Supervised v14 Lite is rolling out to Intel-based Model S and X in software 2026.38.5.1.
Sunrun and Tesla CA grid record (company-claimed, Oct 2026)
Sunrun said its and Tesla's California home batteries delivered 745 MW on Oct 6 2026 and 669 MW on Oct 5, topping the 580 MW record of Sep 9 2026. No split by company was given.
Nightpeak Bocanova 2 Megapack (company-claimed)
Nightpeak Energy Bocanova 2 (150 MW / 2-hour, Brazoria County, TX) reached COD Sep 17 2026 using Tesla Megapack 2 XL; Bocanova site total 300 MW.
V3 Optimus status (company-claimed, Oct 2026)
Tesla's 2026 annual report says it readied V3 Optimus for mass production, and its shareholder letter says it is building the first Optimus production lines.
FSD 14.3.13 point release (claimed, Oct 2026)
Sawyer Merritt reported FSD v14.3.13 began rolling out on Oct 20 2026 with the same release notes as the prior build.
Terafab spend outlook (CEO-claimed, Oct 2026)
Musk said Terafab needs tens of billions in equipment through early 2028 and likely over $100B long term. The Tesla and SpaceX cost split is not yet set.
Megapack 2027 supply (CEO-claimed, Oct 2026)
Musk said on the Q3 2026 call that Tesla is almost sold out of all Megapacks for 2027 and is ramping production as fast as possible.
FSD major collision rate (company-claimed, Oct 2026)
Rolling 12 months, North America: about 6.0M miles per major collision with FSD (Supervised) vs Tesla's estimated US average of 660K. Tesla method, no fault assigned.
Verified record
- Verified deployments
- 19 deployments on file
- Active incidents
- 79 incidents on file
Key facts
Optimus program
We, Robot demo was teleoperated (reported, Oct 2024)
Optimus weekly output (reported, Sep 2026)
Optimus build issues (reported, Sep 2026)
Optimus training data (reported, Sep 2026)
Optimus factory at Giga Texas (reported, Oct 2026)
Optimus suppliers (reported, unconfirmed)
Optimus bill of materials (reported, unconfirmed)
Optimus reducer suppliers (reported, unconfirmed)
Optimus supplier audits (reported, Sep 2026)
Autonomy stack and robotics
Robotics patents
Robotaxi markets (reported, Sep 2026)
Texas Cybercab registrations (reported, Sep 2026)
Nevada robotaxi permit
Robotaxi operations
Robotaxi charging sites (permitted, Apr 2026)
Dubai trials (reported, Sep 2026)
FSD in Europe (reported, Oct 2026)
Germany backs EU FSD approval (agency-stated, Oct 2026)
Reuters on the Dutch RDW review (reported, Oct 2026)
Credit facilities (reported, Sep 2026)
Germany registrations (agency-stated, Sep 2026)
India registrations (reported, Sep 2026)
Semi Megachargers
Powershare Home Backup (reported, Oct 2026)
California virtual power plant (reported, Oct 2026)
Australian kerbside charging rule (reported, Oct 2026)
Fifth US Semi Megacharger (reported, unconfirmed)
Paris Motor Show Cybercab (reported, Oct 2026)
Robotaxi population (NHTSA estimate, Oct 2026)
China retail sales Jan-Sep 2026 (CPCA)
China retail sales Q3 2026 (CPCA)
Giga Shanghai exports Jan-Sep 2026 (CPCA)
Giga Shanghai export share Jan-Sep 2026 (CPCA)
China NEV export VAT rebate cut (gov-stated, Oct 2026)
Canada China-built EV permits left (reported, Oct 2026)
US Supercharger ports added Q3 2026 (reported, Paren)
Supercharger non-member price Q3 2026 (reported, Paren)
Supercharger member price Q3 2026 (reported, Paren)
Roadster event Oct 15 (reported, unconfirmed)
Oman market entry 2027 (reported)
Giga Berlin second hall (reported, Oct 2026)
FSD Supervised Slovakia (government-stated)
Austin Robotaxi hours (rider-reported, Oct 2026)
FSD class certification vacated (court record, Oct 2026)
Revenue from xAI and SpaceX, 2025 (company-stated)
2026 annual meeting (company-stated)
Merger review with SpaceX (company-stated, Oct 2026)
US EV sales Q3 2026 (reported, Cox estimate)
Robotaxi safety report (company-stated, Oct 2026)
Robotaxi miles by city (company-stated, Oct 2026)
Optimus production start (company-stated, Q3 2026)
SI training compute (company-stated, Q3 2026)
Unsupervised Robotaxi miles at Q3 end (company-stated)
Cybercab line capacity (company-stated, Q3 2026)
2026 capex guidance (company-stated, Oct 2026)
Robotaxi app enrollment strings (reported, unconfirmed)
FSD attach rate (company-stated, Q3 2026)
Project Crystal Sun solar plant (reported, site not final)
Q3 2026 financial results (company-stated)
Energy segment Q3 2026 (company-stated)
Megafactory Texas and LFP cells (company-stated, Q3 2026)
Megapack sales to SpaceX, 2026 (company-stated)
Crystal Sun county incentives (county-approved, Oct 2026)
Crystal Sun incentive deadlines (county agreement)
Turo FSD rentals (company-stated, Oct 2026)
FSD Supervised Latvia (government-stated)
FSD Supervised miles (company-stated, Oct 2026)
South Korea FSD unlock case (police-stated, Oct 2026)
Austin weekly no-monitor miles (company-stated, Oct 2026)
Italy backs EU FSD approval (government-stated, Oct 2026)
Robotaxi service update (company-stated, Oct 2026)
Robotaxi 4M miles (reported, Oct 2026)
Australian Senate submission (company-stated, Oct 2026)
FSD distance in Australia and NZ (company-stated)
Data & sources
Company filings
6
Press releases
2
News coverage
16
Government records
2
Patent documents
11
Web sources
220
257 sources backing this record.View all →
Models (4)
View all models →Current platform
Semi
The Tesla Semi is a Class 8 battery-electric heavy-duty truck (325-mile and 500-mile range variants), unveiled in November 2017 with first deliveries to PepsiCo on December 1 2022. The registry records it at commercial maturity on the strength of PepsiCo's sustained, multi-site, multi-year fleet operation (Sacramento beverage and Modesto Frito-Lay), with additional independent pilots at ArcBest/ABF and DHL (first delivery December 2025). Critically, the Tesla Semi is a human-driven electric truck: every deployed unit runs with a driver, Tesla has made no Level 4 claim, and it removed Autopilot/FSD references from the Semi's marketing. Full autonomy is a roadmap claim only, so the registry does not wire the Semi to Tesla's FSD stack. Volume production at the dedicated Giga Nevada Semi factory is targeted for 2026 (a repeatedly-slipped Tesla target); production is still ramping. 2017-era pricing of $150k-$180k is a stale projection.
Current platform
Cybercab
The Tesla Cybercab is a purpose-built two-seat autonomous robotaxi vehicle that Tesla unveiled on October 10 2024 at its 'We, Robot' event. It has no steering wheel or pedals, two upward-opening butterfly doors, inductive (wireless) charging with no charge port, and a single roughly 20.5-inch center display, and it relies on Tesla's camera-only Full Self-Driving (no lidar or radar). Tesla has stated a consumer price target below $30,000 and, on its Q1 2026 earnings call, that Cybercab production has 'just started' with volume production targeted in 2026; Tesla's own Q1 2026 SEC filing characterizes the status as 'Pilot Production' at Giga Texas, and the production-start evidence rests on Tesla's statements and controlled footage rather than independent verification. The Cybercab is NOT the vehicle behind Tesla's deployed Robotaxi service, which launched in Austin in June 2025 on regular Model Y cars with safety monitors. As of mid-2026 there are no verified consumer transactions, purchase pathway, warranty terms, or real-world Cybercab deployment; the registry records it at research maturity (no verified real-world operation), with production and pricing claims tracked as stated, not demonstrated.
Current platform
Tesla Robotaxi (Model Y ADS)
Tesla's robotaxi service vehicle, a 2026 Model Y operating with Tesla's Autonomous Driving System (ADS, based on Full Self-Driving) engaged. In Austin, some vehicles operate unsupervised (no in-car safety monitor); in the Bay Area, a safety driver is present as required by California law. A teleoperator can remotely assist/pilot a vehicle at speeds under 10 mph for repositioning. Tesla's purpose-built, steering-wheel-free Cybercab, intended as the dedicated robotaxi vehicle at scale, was expected to begin production around April 2026 (not yet the deployed service vehicle as of early 2026). Maturity: pilot (early commercial service under heavy supervision and scrutiny; not yet at-scale).
Current platform
Tesla Optimus
Tesla Optimus (Tesla Bot) is a general-purpose humanoid robot developed by Tesla, announced as a concept at AI Day in August 2021 and shown as working prototypes at AI Day in September 2022. The second generation, Optimus Gen 2 (December 2023), demonstrated Tesla-designed actuators and sensors, roughly 30 percent faster walking, a weight reduction of about 10 kg, 11-degree-of-freedom hands with fingertip tactile sensing, and a 2-degree-of-freedom actuated neck. Optimus shares its perception and compute approach with Tesla's Full Self-Driving stack. Tesla positions Optimus for factory and general-purpose labor and projects a long-run price near $20,000 to $30,000 at scale, but those figures and timelines are company projections rather than realized outcomes. At the We Robot event in October 2024, Optimus units that appeared to converse and serve drinks were reported by Bloomberg and TechCrunch to be human-teleoperated rather than autonomous. Tesla has claimed internal factory testing of Optimus, but on the Q4 2025 earnings call (January 2026) Elon Musk acknowledged the robots are not in material use in Tesla factories and remain in the research-and-development phase. As of mid-2026 there is no verified external commercial sale, and the production-design V3 reveal has slipped repeatedly. Optimus is therefore recorded at research maturity: its factory presence is maker-facility R&D, not a verified commercial deployment.
Partnerships
Every company Tesla has built with, alongside the ones only announced in a press release.
Most-frequent partners
- 1Amazon1× joint
- 2Apollo Power1× joint
- 3Beite Technology1× joint
- 4China Rare Earth Export Controls1× joint
- 5ContourGlobal1× joint1 total
- 6Einride1× joint7 total
Most recent
- with Apollo Poweroperating
- Einride x Tesla Semi fleet deal2026-08-18with Einridejust announced
- with Virtuix Holdingsoperating
- with ContourGlobaljust announced
- Intel x Tesla (14A foundry process)2026-04-22with Intel Corporationjust announced
Tesla on the deployment map
View the global map19 verified deployments across 10 regions, newest verified Sep 2026. Explore where Tesla's robots are operating, by place and type.
- operationalCybercab at Austin, Texas, USA →Southwest · verified Sep 2026
- announcedSemi at Paris →Western Europe · verified Aug 2026
- announcedSemi at Munich, Germany →Western Europe · verified Aug 2026
- operationalTesla Robotaxi (Model Y ADS) at Tampa, FL →Florida · verified Jul 2026
- operationalTesla Robotaxi (Model Y ADS) at Orlando →verified Jul 2026
- operationalTesla Robotaxi (Model Y ADS) at Miami →Florida · verified Jul 2026
- pilotTesla Robotaxi (Model Y ADS) at Las Vegas, Nevada, USA →West Coast · verified Jun 2026
- operationalTesla Robotaxi (Model Y ADS) at Houston →verified Apr 2026
- operationalTesla Robotaxi (Model Y ADS) at Dallas →verified Apr 2026
- announcedTesla Robotaxi (Model Y ADS) at Phoenix, Arizona, USA →Southwest · verified Apr 2026
- operationalSemi at California →West Coast · verified Dec 2025
- operationalTesla Robotaxi (Model Y ADS) at San Francisco Bay Area →West Coast · verified Sep 2025
View the full Tesla deployment record →
Compare & explore
Deep analysis from DEPLOY
Comparison report
Waymo vs Tesla Robotaxi
Public robotaxi vs commercial FSD: who has the verified deployment track record?
Comparison report
Figure vs Tesla Optimus
The humanoid arms race: industrial RaaS vs Tesla's vertical integration play
Marquee deployment
Tesla Robotaxi Austin
Tesla's first commercial robotaxi deployment: verified facts vs manufacturer claims
Relationships
Claims ledger
Public, dated claims by Tesla, each tracked against the evidence. Status is a DEPLOY assessment from primary sources: verified means an independent source confirms it; contradicted means one refutes it; open means the outcome is not yet determinable. Every entry keeps its verbatim quote and source so you can check the call yourself.
- OpenCapacity · claimed 2026-10-09
“By the end of 2026, they will have over 30 Megacharging stations online, representing over 200 Megawatt charging posts to charge the Tesla Semi.”
- OpenCapacity · claimed 2026-07-22
“Tesla has driven more than 380,000 miles of unsupervised robotaxi, now across six cities in two different states. Zero notable incidents over 380,000 miles.”
- OpenCapacity · claimed 2026-07-22
“FSD attach rates continue to improve, reaching nearly 1.5 million paid customers globally, of which 55% is upfront purchases and the remaining 45% is subscriptions.”
- OpenTimeline · claimed 2026-07-22
“Musk: It will make sense to upgrade all cars that have less than Hardware 4 to the next generation of AI board. We have an upgraded AI4 chip that reaches production around the middle of next year.”
Show 25 more claimsShow fewer claims
- OpenCapacity · claimed 2026-07-22
“Tesla robotaxi service is now available in seven metro areas: Austin, Dallas, Houston, Miami, Orlando, Tampa, and the San Francisco Bay Area.”
- OpenCapacity · claimed 2026-07-22
“Tesla counters France's rejection with data from over 12 billion miles showing FSD is twice as safe as human driving. Already approved in 5 EU countries with 50 million kilometers driven safely.”
- OpenCapability · claimed 2026-07-22
“France's Transport Minister Philippe Tabarot rejected Tesla FSD Supervised under Article 39 exemption, citing speeding and urban maneuver risks. France plans industry summit fall 2026.”
- OpenTimeline · claimed 2026-07-22
“Tesla removed language from its Q2 shareholder letter about reaching 'volume production' of the Cybercab in 2026. The company had said as recently as January that Cybercab would reach volume production this year.”
- OpenTimeline · claimed 2026-07-22
“Tesla removed language from its first-quarter letter about Optimus reaching 'volume production.' Musk cautioned about the challenges of Optimus manufacturing during the Q2 call.”
- OpenCapacity · claimed 2026-07-22
“Tesla Q2 2026: Net income $1.1B (-5% YoY), operating income $398M (-57% YoY from $932M). Gross margins squeezed as spending skyrockets for new products.”
- OpenCapacity · claimed 2026-07-22
“Tesla's confirmed 2026 capital expenditure commitment is $25 billion, covering Optimus, Cybercab, AI infrastructure, and the TERAFAB chip-fab project with SpaceX and Intel.”
- OpenCapacity · claimed 2026-07-22
“Tesla released new FSD (Supervised) safety data: 7.14B miles driven with FSD engaged, 1,255 major collisions = 1 per 5,690,675 miles. Manual driving with active safety: 1 per 2,076,014 miles. Manual without active safety: 1 per 859,465 miles. US average: 1 per 698,781 miles. Tesla vehicles with FSD engaged experienced ~7x fewer major collisions than those driven without active safety features. North America data, all road classes, rolling 12-month aggregation.”
- OpenCapacity · claimed 2026-07-22
“Tesla's official production target for 2026 is 50,000 to 100,000 Optimus units. The Fremont facility targets a designed annual capacity of up to 1 million units at full build-out.”
- OpenCapability · claimed 2026-07-22
“Tesla Robotaxi app v26.6.0 de-compile reveals Cybercab preparation: new Cybercab image assets, phone as full media remote (music search + Netflix browsing), gesture-based seat incline/recline + bench controls, drag-to-adjust climate controls, hold-to-open powered doors with emergency stop.”
- OpenCapability · claimed 2026-07-22
“Musk: We need to accumulate miles with Cybercabs that are retrofitted with steering wheels and pedals to calibrate to the Cybercab chassis before unsupervised operation.”
- OpenCapacity · claimed 2026-07-22
“Musk: Optimus 4 will be built in Austin with much more vertically integrated supply system, doing PCB work in-house.”
- OpenCapability · claimed 2026-06-01 · deadline 2028-12-31
“AI-driven robots could surpass human surgeons as early as 2028”
No evidence supports this claim. No Tesla robot has performed any surgical task. Surgical robotics (da Vinci, etc.) require FDA clearance and clinical trials. This is a speculative claim with no technical basis.
- OpenCapacity · claimed 2026-05-01
“Tesla ended production of Model S and Model X in early May 2026, reconfiguring the space for Optimus Gen 3 assembly. The line has ~40 sub-lines planned, targeting 1M annual capacity.”
- OpenTimeline · claimed 2026-04-23
“Musk confirmed Cybercab production has officially begun at Giga Texas in April 2026. The first steering-wheel-less unit rolled off the line in February. Volume targeting one per 10 seconds.”
- OpenPrice · claimed 2026-04-23
“Tesla Cybercab priced at $25,000 per unit with sub-$0.20 per mile operating costs.”
- Partly trueTimeline · claimed 2026-04-22
“Musk confirmed Optimus production will begin at Fremont in late July or August 2026. The initial builds will be used in Optimus Academy for training data collection, not productive tasks.”
Q3 2026 Update (2026-10-21) says Optimus production began on Fremont high-volume lines, 'Early Ramp'; start date not stated, no unit counts. https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm
- Partly trueTimeline · claimed 2026-04-18 · deadline 2026-06-30
“Robotaxi service expanding to seven cities in the first half of 2026”
Tesla confirmed expansion to multiple cities (Austin, Dallas, San Antonio, Miami, Bay Area) in H1 2026. Unclear if all 7 launched by deadline — partial: multiple cities launched but full 7-city count unverified.
- OpenTimeline · claimed 2026-01-22 · deadline 2027-12-31
“Tesla will sell humanoid robots by end of 2027”
Claim made January 2026. No counter-evidence yet, but given Tesla's track record on robotaxi timelines (6 years late), this should be treated with skepticism. Tesla is converting Fremont factory to Optimus production. https://www.bbc.com/news/articles/cz5reve8476o
- OpenCapacity · claimed 2026-01-01 · deadline 2026-12-31
“1 million Optimus robots annually”
Tesla is converting Fremont factory from Model S/X to Optimus production. Current rate ~1 robot/hour per Musk. 1M/year would require ~114 robots/hour. No evidence of scaling to this rate. https://www.instagram.com/reel/DXuJU32l9Pn/
- OpenCapability · claimed 2024-10-10
“At Tesla's We, Robot event (Oct 10, 2024), Optimus humanoid robots appeared to autonomously interact with attendees — serving drinks, dancing, and holding natural conversations. Bloomberg, The Verge, and Morgan Stanley confirmed the robots were remotely operated by humans. MKBHD questioned whether it was 'the greatest robotics demo ever, or MOSTLY remote operated.' Tesla issued no official correction. Musk later acknowledged teleoperation in 2025.”
- OverdueCapacity · claimed 2024-07-01 · deadline 2025-12-31
“Several thousand useful factory bots by end of 2025”
'Several thousand useful factory bots by end of 2025': Tesla's Q3 2026 Update says the bots now coming off the Fremont line are 'the first production-quality bots that we have manufactured'.
- OpenPrice · claimed 2024-06-13
“Elon Musk expects to sell the Tesla Optimus robot for $20,000 to $30,000 at scale.”
- ContradictedTimeline · claimed 2020-01-01 · deadline 2021-12-31
“I think we could see robotaxis in operation with Tesla next year”
No Tesla robotaxi service operated in 2021. First limited pilot launched June 2025 in Austin.
- ContradictedCapacity · claimed 2019-04-22 · deadline 2020-12-31
“Next year for sure we will have over a million robotaxis on the road”
Tesla had zero robotaxis on the road by end of 2020. No robotaxi service existed until Austin pilot in June 2025.
Disagree with a status? Tesla can submit a correction with evidence and we log the response on the record. Methodology and the full industry ledger live at /stats/claim-integrity.
For buyers wondering about the home humanoid: what a Tesla Optimus would know about you, a plain-English index to every in-home privacy question.
Explainers
Plain-language answers to the questions people ask about Tesla, from DEPLOY’s explainer library. Each is written in the language of the question and cross-checked against this registry.
How much will Tesla Optimus cost?
How much will Optimus 3 cost?
When can you buy a Tesla Optimus?
Can a Tesla Optimus clean a house, cook, do laundry, or drive a car?
How fast is Tesla Optimus improving?
What is the battery life of Tesla Optimus?
Show 54 more explainersShow fewer
What is Tesla's Cybercab and how is it different from Waymo's robotaxi?
How much does a humanoid robot cost in 2026?
Can I buy a humanoid robot in 2026?
Which is the cheapest humanoid robot you can buy?
What is the best humanoid robot to buy in 2026?
Who are the leading humanoid robot makers?
How much does a Waymo ride cost?
Is a robotaxi cheaper than Uber? Tesla Robotaxi vs Waymo vs Uber pricing
Is Waymo actually driverless?
Is Tesla Robotaxi available?
Who is at fault if a driverless car crashes?
How does Tesla Robotaxi compare to Waymo?
What are the risks of humanoid robots?
Can humanoid robots replace human workers?
Is 1X NEO autonomous, or is it controlled by humans?
What's the difference between Tesla Robotaxi and Tesla Optimus?
Is Figure AI a Chinese company?
What is Figure 03?
What is Apptronik Apollo and how does it compare to other humanoids?
Is Boston Dynamics Atlas commercially available?
How much do the Unitree G1 and R1 humanoid robots cost?
What is Mentee Robotics and the MenteeBot humanoid?
What is Zoox and how does it compare to other robotaxi operators?
What is Aurora and how does its autonomous trucking work?
What are the main Chinese robotaxi companies (Baidu Apollo Go, Pony AI, WeRide) and how do they compare to US operators?
Tesla Optimus vs Figure 03 vs 1X NEO: which humanoid should I actually buy?
Which humanoid robot makers are American, Chinese, or from other countries?
Why are frontier AI labs (OpenAI, Google DeepMind, Meta) entering robotics in 2025-2026?
How does teleoperation differ across humanoid robot manufacturers?
What is Sanctuary AI and the Phoenix humanoid robot?
What is UBTech Walker S2 and is UBTech a real humanoid company?
Which humanoid robot manufacturers can I invest in?
Which is safer, Waymo or Tesla Robotaxi?
Are robotaxis safe?
Can humanoid robots cook?
Can humanoid robots do laundry?
What can humanoid robots actually do today?
How safe is Tesla Robotaxi?
What is Tesla's fatality rate, and which Tesla product are you asking about?
What does Waymo's 2025-2026 safety report show, and is Waymo safer than human drivers?
What is Agility Robotics and the Digit humanoid robot?
Can you buy a Tesla Robotaxi?
What's the difference between a humanoid robot and an industrial robot?
What is physical AI?
When can you buy a Tesla Cybercab?
What is a foundation model for robotics?
What is Skild AI and the Skild Brain foundation model?
Which companies build foundation models for robotics, and how do they compare?
What's the difference between robotics brain providers and robot makers?
Is the Tesla Semi autonomous?
Figure 03 vs Tesla Optimus: which is further along?
Which humanoid robot is most deployed?
Which is the fastest robotaxi?
Which robotaxi is safest?
Current leadership (3)
- Elon Musk CEOsecondary-verified
- Ashok Elluswamy VP AI Software / Optimus program leadsecondary-verified
- Lars Moravy executivesince 2016-01-01secondary-verified
ArrivalsMark Schwager from Zoox, Sterling Anderson from Aurora Innovation
DeparturesMark Schwager to Zoox, Sterling Anderson to Aurora Innovation
Founders (4)
- Martin Eberhardcofounderfounded 2003-07-01no longer at company
- Marc Tarpenningcofounderfounded 2003-07-01no longer at company
- JB Straubelcofounderfounded 2003-07-01no longer at company
- Ian Wrightcofounderfounded 2003-07-01no longer at company
Board (2)
- Robyn Denholm chair
- JB Straubel director
Former / Previously (21)
- Milan Kovac Head of Optimus (former)secondary-verified
- Chris Walti Lead, mobile robotics / Optimus (former)secondary-verified
- Adnan Esmail Hardware Technologiessecondary-verified
- Natalie Wiegand Executive search (early)secondary-verified
- Sterling Anderson Head of Autopilotsecondary-verified
- Jorge Aldaco Robot Builder, Optimus Humanoid Programsecondary-verified
- Rémi Cadène Autopilot Engineer / Optimus Research Engineersecondary-verified
- Mark Schwager Nevada Gigafactory / Fremont opssecondary-verified
- JB Straubel Co-founder & CTO (2004-2019)secondary-verified
- Martin Eberhard Co-founder & first CEO (2003-2007)secondary-verified
- Dar Sleeper Product Manager (Cybertruck)secondary-verified
- Jorge Milburn Global Head of Growthsecondary-verified
Media (1)
Company-anchored media. Official assets the company has published at the company level, distinct from model-anchored media that lives on individual product pages.
Safety record
7 recalls and 72 incidents on record (2 catastrophic, 7 critical, 18 serious, 12 moderate, 39 minor). Most recent: Oct 2026.
- collision
- 39
- regulatory action
- 18
- recall
- 7
- fatality
- 6
- injury
- 3
- property damage
- 2
- other
- 2
- traffic disruption
- 1
- malfunction
- 1
Most recent: Oct 2026
Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.
Full safety record: incidents, sourcing, and exposure data →
Incidents affecting Tesla (79)
- Tesla Semi catches fire on I-880 in Hayward with no crash, closing the freeway for about 10 hours2026-10-28 · Property damage
via Semi
- NHTSA opens defect petition DP26010 over claims Tesla Robotaxis speed in active school zones2026-10-09 · Regulatory action
- ADS crash report in Austin, TX involving a TESLA Model Y (NHTSA SGO 13781-16679)2026-08-01 · Collision
- ADS crash report in Dallas, TX involving a TESLA Model Y (NHTSA SGO 13781-16678)2026-08-01 · Collision
- ADS crash report in Austin, TX involving a TESLA Model Y (NHTSA SGO 13781-16676)2026-08-01 · Collision
- ADS crash report in Dallas, TX involving a TESLA Model Y (NHTSA SGO 13781-16677)2026-08-01 · Collision
- ADS crash report in Dallas, TX involving a TESLA Model Y (NHTSA SGO 13781-16671)2026-08-01 · Collision
Includes incidents linked directly to this company, to its models, or to deployments of its models or under its operation. Retracted incidents are excluded from this view but remain reachable at their canonical URLs.
Operator customers (1)
- Tesla19 deployments
Brains developed (1)
- Tesla FSD-Botfoundation-model · pilot
Recent coverage
Tesla in third-party press
Peers
183 peers across 2 segments. Every Tesla competitor derived from shared form-factor and application-domain edges.
humanoid(95)
68 companies in this segment · competitive (HHI 574.5255335898561) · leader Figure AI at 1207%
- XPeng Roboticsdirect competitor(inferred)strong
- 1X Technologiesdirect competitor(inferred)moderate
- AI2 Roboticsdirect competitor(inferred)moderate
- AIST Humanoid Research Groupdirect competitor(inferred)moderate
- Acuminodirect competitor(inferred)moderate
- AgiBotdirect competitor(inferred)moderate
av(88)
57 companies in this segment · highly_concentrated (HHI 4969.122215850638) · leader Waymo at 6990%
- Aurora Innovationdirect competitor(inferred)strong
- AutoXdirect competitor(inferred)strong
- Avridedirect competitor(inferred)strong
- Baidudirect competitor(inferred)strong
- Bot Autodirect competitor(inferred)strong
- Caterpillardirect competitor(inferred)strong
Mentioned on (102+)
Registry pages whose text names Tesla.
Companies (31)
Rivian, NVIDIA, SpaceX, BYD Company Limited, WeRide, Sequoia Capital, Zhejiang Sanhua Intelligent Controls, Deterrence, Ningbo Joyson Electronic, Chestnut Robotics, Phantom AI, Dominion Dynamics, ARK Invest, The Bot Company, Mimic Robotics, Tuopu Group, Avatar Robotics, xAI, Galaxea AI, Virtuix Holdings, Tenstorrent, Vesoma, ContourGlobal, HMD Trucking, and 7 more
Robots and products (10)
Tesla Optimus, Tesla Robotaxi (Model Y ADS), Semi, Cybercab, Panasonic EV Battery Cells, Mytra Warehouse Robot, Deterrence Autonomous System, Scout, Carver21, SEER Robot
AI systems (3)
Deployments (16)
Tesla Robotaxi (Model Y ADS) at Austin, Tesla Robotaxi (Model Y ADS) at Houston, Tesla Optimus at Austin, Tesla Optimus at Fremont, Cybercab at Austin, Texas, USA, Tesla Robotaxi (Model Y ADS) at Dallas, Tesla Robotaxi (Model Y ADS) at Miami, Tesla Robotaxi (Model Y ADS) at Las Vegas, Nevada, USA, Semi at California, Panasonic EV Battery Cells at Storey County, Nevada, USA, Tesla Robotaxi (Model Y ADS) at Tampa, FL, Semi at Paris, Tesla Robotaxi (Model Y ADS) at Orlando, Tesla Robotaxi (Model Y ADS) at Phoenix, Arizona, USA, Tesla Robotaxi (Model Y ADS) at San Francisco Bay Area, Semi at Canada
People (36)
Jochen Rudat, Shuo Yang, Robert Rose, Doug Field, Paril Jain, Rebecca Tinucci, Matthew Wansley, Bryant Walker Smith, Josh Liu, Jorge Milburn, Dar Sleeper, Jim Keller, Sean Hsu, Natalie Wiegand, Jack Oswald, Jorge Aldaco, Henry Olgers, George Kalligeros, Chris Walti, Adnan Esmail, Ashok Elluswamy, Ganesh V. Iyer, Riccardo Biasini, Kurt Keutzer, and 12 more
Incidents (6)
NHTSA opens investigation into Tesla Cybercab deployment hours after steering-wheel-free robotaxi launches in Austin, Federal regulators launch investigation into Tesla Cybercab deployment hours after first production vehicles hit Austin roads, Fired Tesla FSD safety manager Javier Medrano sues Tesla, alleges systemic safety oversight defects and calls robotaxis cars rolling hazards, NHTSA probes Tesla FSD marketing after AI-related crashes, France blocks Tesla FSD Supervised approval over safety concerns, Tesla FSD driver charged with manslaughter after fatal crash into Texas home kills 76-year-old resident
About 69 more pages name Tesla and were not checked here.
Supplied by (6)
Supply-chain reach
2 total transitive counterparties · 21 upstream · 1 downstream · depth 1
Single points of failureArm Limited, Robert Bosch, TSMC, Magna International, Panasonic Energy Co., Ltd., Samsung Electronics, Cadence Design Systems, CATL +13 more
Compute / semiconductor
- NVIDIAcompany-levelNVIDIA H100 GPU training clusters (Cortex / 50k+ H100 Texas cluster) for Optimus & FSD model training (onboard inference uses Tesla custom AI silicon)supplies
- TSMCvia SemiFSD HW4 computer (N7 node) -- Full Self-Driving autonomy chip in Tesla Semimanufactures-for
- TSMCvia Tesla Robotaxi (Model Y ADS)FSD HW4 computer (N7/N5 node) -- Full Self-Driving chip powering Tesla's ADS stackmanufactures-for
- TSMCvia Tesla OptimusFSD HW4 computer (N7 process node) -- onboard AI inference chip powering Tesla Optimus locomotion and perceptionmanufactures-for
Sensors
- Luminar Technologiescompany-levelLuminar lidar units (Tesla is Luminar's largest lidar customer - validation/development fleet)supplies
Actuators & motors
- Tuopu Groupcompany-levelTuopu Group linear + rotary actuator assembly for Optimus (robot-actuator segment reported in Tuopu earnings; Tesla not officially named)suppliesclaimed
Inbound supply edges feeding this company directly or via the models it owns. Same source bar as the outbound view (verified against at least two strong sources).
Financial state
- Employees
- 134,785
- Reporting basis
- sec_10k
- Revenue disclosed
- $94827000000 (sec_10k)
- Lifecycle stage
- mature
- Counterparty risk class
- low
Each numeric field carries its own basis marker. Aggregators report a number; this surface preserves the source class so verification depth travels with the value.
Partnerships
18 total · 11 operating · 7 just announced · 1 ended
Every company Tesla has built with, alongside the ones only announced in a press release.
Most recent
- with Apollo Poweroperating
- Einride x Tesla Semi fleet deal2026-08-18with Einridejust announced
- with Virtuix Holdingsoperating
- with ContourGlobaljust announced
- Intel x Tesla (14A foundry process)2026-04-22with Intel Corporationjust announced
Most-frequent partners
- 1Amazon1× joint
- 2Apollo Power1× joint
- 3Beite Technology1× joint
- 4China Rare Earth Export Controls1× joint
- 5ContourGlobal1× joint1 total
- 6Einride1× joint7 total
All 18 partnerships
open in the atlas →- joint venture—operating
- Virtuix x Tesla Optimus teleoperation trainingwithVirtuix Holdingstechnology2026-07-28operating
- Tuopu Group x Tesla (Optimus Rotary Actuators)withTuopu Groupmanufacturing2026-01-15operating
- Green Harmonic x Tesla (Optimus Harmonic Drive Reducers)withGreen Harmonicmanufacturing2026-01-15just announced
- Nidec x Tesla (Optimus Precision Motors)withNidec Corporationtechnology2026-01-15just announced
- Moog x Tesla (Optimus Electromechanical Actuators)withMoog Inc.technology2026-01-15just announced
Regulatory filings (7)
- DP26010nhtsa investigation · us_nhtsapending2026-10-09
Linked models: Tesla Robotaxi (Model Y ADS), Cybercab
- 26V255nhtsa recall · us_nhtsarecalled2026-01-01
Linked models: Cybercab
- PE25-012nhtsa investigation · us_nhtsaactive2025-10-07reported
Linked models: Tesla Robotaxi (Model Y ADS)
- PE24-031nhtsa investigation · us_nhtsaactive2024-10-17
Linked models: Tesla Robotaxi (Model Y ADS)
- 24E-067nhtsa recall · us_nhtsarecalled2024-01-01
Linked models: Cybercab
- 23V-838nhtsa recall · us_nhtsarecalled2023-12-12
Linked models: Tesla Robotaxi (Model Y ADS)
Patent estate (11)
- WO2024072984A1wipopendingassignee
- US20240182283A1usptopendingassignee
- WO2024073138A1wipopendingassignee
- US11783574usptograntedassignee
- US11961232usptograntedassignee
- US12061987usptograntedassignee
Timeline
Every recorded move in Tesla’s history, most recent first: funding rounds, partnerships, acquisitions, supply-chain starts, key hires, and press.
DepartureSterling Anderson departs
2026-08-23Sterling Anderson left to join Aurora Innovation
ArrivalSterling Anderson joins
2026-08-23Sterling Anderson joined from Aurora Innovation
ArrivalMark Schwager joins
2026-08-23Mark Schwager joined from Zoox
DepartureMark Schwager departs
2026-08-23Mark Schwager left to join Zoox
New supplierNew supplier: Samsung Foundry
2026-08-23Supply: Samsung foundry for Tesla HW3/HW4 from Samsung Foundry
New supplierNew supplier: TSMC
2026-08-23Supply: TSMC 7nm for Tesla FSD chip from TSMC
New supplierNew supplier: Arm Limited
2026-08-23Supply: ARM cores for Tesla FSD chip from Arm Limited
New supplierNew supplier: Cadence Design Systems
2026-08-23Supply: Cadence EDA tools for FSD chip design from Cadence Design Systems
Recent activity
Every change to this record is dated, sourced, and independently verified where marked.
- Incident recordedOct 28, 2026
Tesla Semi catches fire on I-880 in Hayward with no crash, closing the freeway for about...
- Incident recordedOct 22, 2026
Pedestrian killed on I-80 in Vallejo after being struck by a Tesla its driver says was on...
- Incident recordedOct 9, 2026
NHTSA opens defect petition DP26010 over claims Tesla Robotaxis speed in active school...
- Incident recordedSep 9, 2026
Rep. Krishnamoorthi presses NHTSA/DOT on Tesla FSD driver-monitoring after...
- Incident recordedSep 4, 2026
NHTSA opens investigation into Tesla Cybercab deployment hours after steering-wheel-free...
Sources (246)
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- https://www.tesla-mag.com/mondial-auto-2026-tesla-essai-fsd-cybercab/ · 2026-10-07
- https://www.cybercab.news/article/paris-motor-show-cybercab-oct6 · 2026-10-06
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- https://electrek.co/2026/10/12/nhtsa-tesla-robotaxi-school-zone-speeding-petition/ · 2026-10-12
- https://electrek.co/2026/10/13/tesla-china-sales-down-exports-double-export-rebate-cut/ · 2026-10-13
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- https://electrek.co/2026/10/13/tesla-model-3-canada-orders-paused-china-import-quota/ · 2026-10-13
- https://electrek.co/2026/10/13/tesla-still-leads-us-supercharger-growth-but-its-raised-prices/ · 2026-10-13
- https://www.paren.app/reports/us-ev-fast-charging-q3-2026 · 2026-10-13
- https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=e941c4a9-4f6b-46d1-9f89-a4e6d263815f · 2026-10-08
- https://teslanewswire.com/articles/apollo-power-taiwan-260-megapack-2xl-1gwh-aidc-grid · 2026-10-13
- https://x.com/wholemars/status/2110134697640825137 · 2026-10-13
- https://www.notateslaapp.com/news/4818/tesla-roadster-event-how-to-watch-what-to-expect · 2026-10-13
- https://teslanewswire.com/articles/tesla-roadster-demo-october-15-what-confirmed-reservation-holders · 2026-10-13
- https://www.instagram.com/reel/Decdc4RzGiO/ · 2026-10-13
- https://www.notateslaapp.com/software-updates/version/2026.38.5.1/release-notes · 2026-10-13
- https://teslant.com/en/changelog/tesla-fsd-v14-3-lite-hw3-intel-model-s-x-2026-38-5-1 · 2026-10-14
- https://electrek.co/2026/10/14/tesla-powerwall-sunrun-record-745-mw-california-grid-dispatch/ · 2026-10-14
- https://investors.sunrun.com/news-events/press-releases/detail/384/sunrun-leads-record-grid-dispatch-delivering-enough-energy · 2026-10-14
- https://x.com/teslaenergy/status/2108240848878252365 · 2026-10-08
- https://evwire.com/p/tesla-oman-launch-2027-muscat-hiring-scoop · 2026-10-14
- https://x.com/SawyerMerritt/status/2110393164909449616 · 2026-10-14
- https://www.prnewswire.com/news-releases/nightpeak-energy-brings-bocanova-2-online-completing-300-mw-battery-storage-project-in-ercot-302907475.html · 2026-10-13
- https://www.instagram.com/p/DefYa6SAcF2/ · 2026-10-14
- https://www.instagram.com/p/DeetrFuFOcg/ · 2026-10-14
- https://www.rbb24.de/wirtschaft/beitrag/2026/10/brandenburg-gruenheide-tesla-ausbau.html · 2026-10-14
- https://www.faz.net/agenturmeldungen/dpa/tesla-schiebt-werksausbau-an-eine-million-autos-als-ziel-201363314.html
- https://www.notateslaapp.com/news/4836/tesla-plans-to-expand-giga-berlin-output-to-1-million-vehicles-per-year
- https://www.instagram.com/p/DeiEj_wj88U/ · 2026-10-15
- https://www.mindop.sk/media/tlacove-spravy/detail/slovensko-umoznilo-ciastocne-autonomne-riadenie-aut · 2026-10-16
- https://spravy.stvr.sk/2026/10/slovensko-schvalilo-ciastocny-autonomny-system-riadenia-tesla-fsd/ · 2026-10-16
- https://www.instagram.com/p/DekPzhrjwxo/ · 2026-10-16
- https://www.instagram.com/reel/DemDHBqxEC1/ · 2026-10-16
- https://x.com/wholemars/status/2111318152084889985 · 2026-10-17
- https://x.com/XanderSky/status/2111295858708988367 · 2026-10-17
- https://x.com/spotted_model/status/2111292648887865745 · 2026-10-17
- https://x.com/dallastesla/status/2111309405840896167 · 2026-10-17
- https://www.teslarati.com/tesla-robotaxi-expands-hours-musk-explains-why-its-been-a-challenge/ · 2026-10-05
- https://cdn.ca9.uscourts.gov/datastore/memoranda/2026/10/16/25-7927.pdf · 2026-10-16
- https://finance.yahoo.com/news/us-appeals-court-blocks-class-190646044.html · 2026-10-16
- https://news.bloomberglaw.com/litigation/tesla-self-driving-fraud-case-has-class-decertified-by-9th-cir · 2026-10-16
- https://x.com/wholemars/status/2111503424185610665 · 2026-10-17
- https://www.instagram.com/p/Dem5iruj4tg/ · 2026-10-17
- https://www.notateslaapp.com/news/4844/tesla-extends-robotaxi-hours-again-now-until-midnight · 2026-10-17
- https://evbytes.net/news/2026-10-17-tesla-extends-robotaxi-hours-again-now-until-midnight/ · 2026-10-17
- https://www.sec.gov/Archives/edgar/data/1318605/000110465926116718/tm2626016d2_ars.pdf · 2026-10-19
- https://www.sec.gov/Archives/edgar/data/1318605/000110465926116700/0001104659-26-116700-index.htm · 2026-10-19
- https://www.sec.gov/Archives/edgar/data/0001318605/000110465926116700/tm267596-1_def14a.htm · 2026-10-19
- https://electrek.co/2026/10/19/tesla-tsla-proxy-annual-meeting-spacex-merger/ · 2026-10-19
- https://x.com/SawyerMerritt/status/2112530971031646462 · 2026-10-20
- https://ca.investing.com/news/stock-market-news/spacex-quarterly-revenue-jumps-beats-estimates-as-ai-business-surges-4891702 · 2026-10-20
- https://www.theverge.com/science/1014984/spacex-tesla-merger-elon-musk-special-committees · 2026-10-20
- https://www.cnbc.com/2026/10/20/spacex-spcx-earnings-live-updates-q3-2026html.html · 2026-10-20
- https://electrek.co/2026/10/20/tesla-and-spacex-take-first-step-towards-merger-would-dilute-all-shareholders/ · 2026-10-20
- https://www.coxautoinc.com/wp-content/uploads/2026/10/Q3-2026-Kelley-Blue-Book-EV-Sales-Report-updated-as-of-10-13-26.pdf · 2026-10-13
- https://www.coxautoinc.com/insights/q3-2026-ev-sales-report-commentary/ · 2026-10-13
- https://electrek.co/2026/10/20/rivian-now-2-us-ev-brand-up-from-10-as-big-auto-marginalizes-itself/ · 2026-10-20
- https://www.tesla.com/robotaxi/safety · 2026-10-21
- https://www.notateslaapp.com/news/4860/tesla-names-next-robotaxi-cities-shares-miles-driven-safety-data · 2026-10-21
- https://teslanorth.com/2026/10/21/tesla-robotaxi-safety-report-four-new-cities/ · 2026-10-21
- https://eletric-vehicles.com/tesla/teslas-new-robotaxi-website-shows-70-of-driverless-miles-came-since-august/ · 2026-10-21
- https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/exhibit9914.htm · 2026-10-21
- https://www.businesswire.com/news/home/20261021964367/en/Tesla-Releases-Third-Quarter-2026-Financial-Results · 2026-10-21
- https://stockanalysis.com/stocks/tsla/transcripts/712902-q3-2026/ · 2026-10-21
- https://techcrunch.com/2026/10/21/tesla-stars-optimus-robot-production-in-california-as-profit-falls-43/ · 2026-10-21
- https://teslanorth.com/2026/10/21/tesla-q3-2026-call-takeaways/ · 2026-10-21
- https://x.com/Tesla_App_iOS/status/2113059031367745754 · 2026-10-21
- https://x.com/wholemars/status/2113031491496345961 · 2026-10-21
- https://www.cnbc.com/2026/10/21/tesla-tsla-q3-2026-earnings-report.html · 2026-10-21
- https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-10-21-2026/card/tesla-says-75-of-deliveries-include-fsd-subscriptions-sam6O4FAWRIzHOkHDp97 · 2026-10-21
- https://www.notateslaapp.com/news/4862/tesla-fsd-hits-record-subs-purchased-with-75-of-new-orders · 2026-10-21
- https://www.instagram.com/p/DexYSxvAXPU/ · 2026-10-21
- https://www.instagram.com/p/DexHlXjD9ot/ · 2026-10-21
- https://www.fool.com/earnings/call-transcripts/2026/10/22/tesla-tsla-q3-2026-earnings-call-transcript/ · 2026-10-22
- https://investinglive.com/stocks/tesla-earnings-call-targets-5-million-cars-a-year-by-2030-says-2027-megapack-supply-nearly-sold-out/ · 2026-10-21
- https://x.com/SawyerMerritt/status/2113083252047020351 · 2026-10-21
- https://www.manufacturingdive.com/news/tesla-eyes-10b-solar-cell-manufacturing-site-fort-bend-county-texas/828372/ · 2026-08-20
- https://texasscorecard.com/local/lamar-cisd-trustees-unanimously-approve-10-1-billion-tesla-solar-plant-tax-incentive/ · 2026-09-22
- https://x.com/SawyerMerritt/status/2113267570430132455 · 2026-10-22
- https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm · 2026-10-22
- https://electrek.co/2026/10/21/tesla-tsla-q3-2026-financial-results/ · 2026-10-21
- https://electrek.co/2026/10/21/tesla-energy-revenue-drops-tariff-customer-refunds/ · 2026-10-21
- https://electrek.co/2026/10/22/tesla-cuts-2026-capex-guidance-q3-cash-flow/ · 2026-10-22
- https://electrek.co/2026/10/22/tesla-optimus-delivery-late-2027-hands-ai-problems/ · 2026-10-22
- https://electrek.co/2026/10/21/tesla-unsupervised-fsd-q2-2027-robotaxi-fleet/ · 2026-10-21
- https://electrek.co/2026/10/21/tesla-wants-to-sell-you-a-useless-car-with-no-steering-wheel-this-year/ · 2026-10-21
- https://electrek.co/2026/10/21/tesla-battery-supply-limiting-sales-prices-falling/ · 2026-10-21
- https://teslanorth.com/2026/10/22/tesla-ai-maps-fsd-v15/ · 2026-10-22
- https://www.teslarati.com/tesla-building-its-own-maps-fix-navigation-issues/ · 2026-10-22
- https://www.instagram.com/p/DezyBN4AYBq/ · 2026-10-22
- https://www.notateslaapp.com/news/4867/tesla-q3-2026-earnings-call-recap-everything-you-need-to-know · 2026-10-22
- https://www.instagram.com/p/DezgdloGleK/ · 2026-10-22
- https://www.instagram.com/p/DezN9niG2wW/ · 2026-10-22
- https://agendalink.fortbendcountytx.gov/docs/2026/CCTR/20261022_4148/69131_25A_-_Fort_Bend_County_-_Chapter_312_Tax_Abatement_Agreement__-_Project_Crystal_Sun%28v8%29.pdf · 2026-10-22
- https://abc13.com/post/fort-bend-county-approves-tesla-deal-could-give-company-35-years-tax-breaks/19969986/ · 2026-10-22
- https://communityimpact.com/sugar-land-missouri-city/government/fort-bend-county-approves-economic-incentives-for-proposed-tesla-facility/ · 2026-10-22
- https://electrek.co/2026/10/23/tesla-solar-factory-texas-35-years-tax-breaks-fort-bend/ · 2026-10-23
- https://www.instagram.com/p/De14tgYm6CJ/ · 2026-10-23
- https://www.businessinsider.com/optimus-training-academy-elon-musk-raising-toddler-2026-10 · 2026-10-22
- https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ · 2026-04-22
- https://www.notateslaapp.com/news/4887/intel-to-make-mystery-chip-for-tesla-ai6-or-something-new · 2026-10-24
- https://finance.yahoo.com/technology/articles/turo-tesla-debut-industry-first-110000677.html · 2026-10-26
- https://techcrunch.com/2026/10/26/tesla-turns-to-turo-to-boost-adoption-of-full-self-driving-supervised/ · 2026-10-26
- https://www.apollo.lv/8571479/csdd-atzist-niderlande-izsniegto-provizorisko-apstiprinajumu-tesla-izstradatajai-vaditaja-paligsistemai · 2026-10-26
- https://eletric-vehicles.com/tesla/tesla-fsd-approved-in-latvia-the-10th-eu-country-to-back-dutch-ruling/ · 2026-10-26
- https://www.instagram.com/p/De-RkAogc8H/ · 2026-10-26
- https://www.tesla.com/fsd/safety · 2026-10-27
- https://evwire.com/p/tesla-fsd-supervised-safety-data-6-million-miles-major-collision · 2026-10-27
- https://electrek.co/2026/10/27/tesla-fsd-south-korea-police-80-illegal-unlock-devices/ · 2026-10-27
- https://www.koreajoongangdaily.com/korea/police-book-80-people-for-illegally-activating-teslas-full-selfdriving-mode/12940799 · 2026-10-27
- https://electrek.co/2026/10/27/musk-robotaxi-victory-waymo-austin-miles/ · 2026-10-27
- https://robotaxitracker.com/miles · 2026-10-27
- https://www.instagram.com/p/DfAGDhAlzpH/ · 2026-10-27
- https://uk.lapresse.it/politics-en/2026/10/29/transport-salvini-speaks-with-musk-eu-should-approve-teslas-driver-assistance-system/ · 2026-10-29
- https://www.corriere.it/politica/26_ottobre_29/telefonata-salvini-musk-la-ue-approvi-il-sistema-di-guida-assistita-tesla-che-oggi-non-puo-essere-autonoma-9510af1f-5ba6-4a87-bfbc-6d0dcc7dcxlk.shtml · 2026-10-29
- https://www.repubblica.it/en/economy/2026/10/29/news/salvini-musk_alliance_on_autonomous_driving_but_european_and_italian_regulations_are_an_obstacle-425684709/ · 2026-10-29
- https://x.com/SawyerMerritt/status/2115784930303017329 · 2026-10-29
- https://teslanorth.com/2026/10/29/robotaxi-hours-2am-calm-mode-share/ · 2026-10-29
- https://www.notateslaapp.com/news/4920/tesla-extends-robotaxi-hours-to-2-am-adds-new-calm-mode-that-hides-fsd-visuals · 2026-10-30
- https://x.com/SawyerMerritt/status/2116031267716084162 · 2026-10-30
- https://x.com/wholemars/status/2116152708252197371 · 2026-10-30
- https://techau.com.au/tesla-asks-the-senate-to-fast-track-australias-driverless-car-law-by-two-years-and-back-an-av-trial-in-2027/ · 2026-10-30
- https://ia.acs.org.au/article/2026/tesla-wants-australian-robotaxi-trials-in-2027.html · 2026-10-29
- https://x.com/SawyerMerritt/status/2116178912799515062 · 2026-10-30
- https://www.trendforce.com/news/2026/10/21/news-musk-targets-terafab-chip-volume-production-in-3q28-first-sram-test-chip-by-mid-2027/ · 2026-10-21
- https://x.com/i/trending/2116101778009932010 · 2026-10-30
- https://www.instagram.com/p/DfH4w3WGzU8/ · 2026-10-30
- https://www.instagram.com/p/DfH9M3sG48a/ · 2026-10-30
Common questions
What is Tesla?
What does Tesla make?
Is Tesla publicly traded?
Who competes with Tesla?
Who is the CEO of Tesla?
How can I invest in Tesla?
Where is Tesla headquartered?
Who owns Tesla?
Where does Tesla operate robots?
How many robots has Tesla deployed?
Is Tesla a top robotics company?
When was Tesla founded?
Are there any incidents involving Tesla?
Is Tesla safe?
Methodology: Verified · 246 sources (10 primary) · last reviewed 2026-10-31
Verification posture
Verified
High confidence
Review state
Stable
Last reviewed 2026-10-31
Sources by quality tier
- 219
- unclassified
- Unclassified source
- 8
- secondary-industry-publication
- Industry publication
- 8
- secondary-established-publication
- Established publication
- 6
- primary-sec-filing
- SEC filing
- 2
- primary-company-ir
- Company IR disclosure
- 2
- primary-regulatory-filing
- Regulatory filing
- 1
- knowledge-base
- Knowledge base
The framework is documented at /methodology. Corrections at /corrections. Reviewer: DEPLOY editorial team.
Methodology surface for Tesla.Peer companies
- Unitree Robotics12 models
- AgiBot6 models
- DLR Institute of Robotics and Mechatronics6 models
- Dobot6 models
- AheadForm5 models
- Boston Dynamics5 models
In the press
Recent coverage mentioning Tesla from third-party publications. Automatically surfaced; not part of the verified registry record.
Musk disputes report of December Tesla Optimus reservations
A robotics investor says Tesla plans Optimus reservations in early December, but Musk disputes the claim as the company targets outside deliveries in 2027. The post Musk disputes…
Italy Backs EU-Wide Tesla FSD Approval After Salvini Speaks With Elon Musk
Read More ]]>
Tesla Extends Robotaxi Hours to 2 AM, Adds New Calm Mode That Hides FSD Visuals
Read More ]]>
Tesla Semi Wins Top Gear’s 2027 Tech Award
Read More ]]>
Tesla Offers Free Robotaxi Rides for First-Time Riders
Read More ]]>
Ex-Tesla Autopilot head calls vision-only a ‘weird religious stance’
GM Chief Product Officer Sterling Anderson, who ran Tesla’s Autopilot program in 2015 and 2016, says dropping radar for a camera-only self-driving system is “a weird religious…
Musk’s Favorite Ticker Is Free for Taking in a SpaceX-Tesla Deal
Elon Musk has an affinity for the letter X. One of Tesla Inc.’s first vehicles was the Model X. Space Exploration Technologies Corp. goes by SpaceX. Twitter was rechristened as X…
Tesla Robotaxi riders report detours after Houston service expands
Riders of Tesla’s Robotaxi service in Houston are reporting long detours and pickup points the app will not accept, Business Insider reported on Wednesday. The problems come days…
Tesla Considered Other Innovative Ways to Color the Cybercab
Read More ]]>
Tesla to Produce Humanoid Robots in California in 2027
Tesla CEO Elon Musk noted that the ramp-up process could be "somewhat bumpy," given that the bot represents a radically new product for the company.
Tesla Semi Catches Fire on the Highway [VIDEOS]
Read More ]]>
Tesla’s rocket-shaped Robotaxi map in Houston is partly ‘fake’
Tesla’s new rocket-shaped Robotaxi service area in Houston includes parts of downtown where the service won’t actually pick you up, according to Ethan McKanna, the creator of…
Machine-readable surfaces
- Markdown mirror: /companies/tesla.md
- RSS feed: /companies/tesla/feed.xml
- JSON-LD: embedded in this page’s head
- REST API: /v1/companies/bde7c8a1-5d35-449d-93b0-2ac8e4601c16
- Revision history: /companies/tesla/history
- Data documentation: /data
- Query this programmatically: Deploy MCP
Peer companies
- Unitree Robotics12 models
- AgiBot6 models
- DLR Institute of Robotics and Mechatronics6 models
- Dobot6 models
- AheadForm5 models
- Boston Dynamics5 models
Video
Pro tip… don’t let the robots near expensive things. Made possible with our XSens motion capture suit!
Our Robotaxi vehicle lineup now includes Cybercab, our first purpose-built autonomous vehicle without a steering wheel or pedals — Now launching in Austin, Texa
At Tesla’s “We, Robot” event on Oct. 10, Elon Musk finally unveiled his much-anticipated Cybercab. Yet the world’s richest person was light on details, renewing
Tesla's Robotaxi Network: Austin Blows Up | Bigger Than Expected! 🎉 Tesla Robotaxi EXPLODES in Austin! | Massive Service Area Expansion Beyond Waymo! Get read
Tesla Model Y FSD for the win! HumanPilot almost strikes again 🙄
Autobidder is Tesla's energy trading and battery optimization service, designed for Megapack. With Autobidder, battery operators let Tesla handle energy trading
Try ShipStation free for sixty days with Full access to all features, No credit card needed! Go to https://shipstation.com/shaw and use code SHAW for sixty days
A 79-year-old woman was killed after being struck by a Tesla that ended up crashing into the outdoor seating area of a shopping center restaurant in Simi Valley
ELON CONFIRMED IT! Tesla Cybercab Is HERE With 4 HUGE Upgrades! ELON CONFIRMED IT! Tesla Cybercab Is HERE With 4 HUGE Upgrades explores Tesla's latest Cybercab
A year ago Tesla launched Robotaxi. Many expected a massive fleet by now. That's not what happened, but something arguably more important did. Jeff Lutz is an
Repost: A quick look at Tesla’s latest *unsupervised* RoboTaxi demo — a vehicle navigating entirely on its own with **no driver inside**. This clip was shared
- Follow me on Facebook - https://www.facebook.com/share/1BY23jNvkt/ 👉Visit web: https://theelectricviking.com 👉Book a 1-Hour Consultation with The Electri
It begins! Tesla Model Y Robotaxi spotted without a safety driver Tesla’s Robotaxi ambitions appear to be entering a new phase as a Model Y was spotted operati
Tesla Q2 2026 deliveries jump 25% to 480,126, crushing Wall Street predictions Tesla has completely silenced the skeptics with a massive Q2 2026 deliveries rep
The AI Breakthrough That Could Revive 4 Million 'Obsolete' Tesla EVs A new AI breakthrough could give millions of older Tesla vehicles a second life by bringin
BREAKING: Tesla Launches First-Ever Fully Driverless Robotaxi Service in Austin, Texas! On June 22, 2025, Tesla officially debuted its autonomous ride-hailing s
Tesla JUST Confirmed the Cybercab Delay Until Late 2026! Tesla Cybercab Delay is becoming one of the biggest developments for Tesla's Robotaxi project, as prod
Elon Musk's New Cool Update Cybercab Robotaxi Tesla Cybercab Robotaxi is moving closer to real-world deployment as Tesla expands testing, improves Full Self-D
Heat Index
Category contender73/100
A composite of competitive footprint, funding, press velocity, active partnerships, and supply-chain edges. Different from the Intelligence score below (which is per-form-factor productization). Non-robotics companies cap at 25.
Reality vs attention
Tesla draws attention at the 99th percentile but verifies reality at the 83rd percentile among AVs. Hype Gap +15.8, 11th widest among AVs.
6-month trend
Analysis
Strong deployment footprint with 11 operational sites across 16 countries. Broad public reach with 47.8M video views. 17 incidents recorded in the past 90 days.
Signal flags
Dimension breakdown
Verified signal
Attention (reach, not merit)
DEPLOY Intelligence scores are computed from verified registry data: confirmed deployments, disclosed funding rounds, regulatory filings, active job listings, video viewership, and press coverage. Confidence ratings reflect data availability. Scores update nightly.
DEPLOY Indices — verified vs claimed
Last computed: Oct 29, 2026
Appears in DEPLOY reports