{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"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](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: 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](/brains/tesla-fsd-bot). 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](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (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.\n\nOptimus: 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](/people/elon-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.\n\nCybercab: 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.\n\nTesla'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.","status":"public","founded":2003,"hq":"Austin, Texas, USA","hqLat":30.2711286,"hqLng":-97.7436995,"hqGeocodedAt":"2026-08-05T14:51:18.270Z","hqAddress":null,"hqPrecision":null,"website":"tesla.com","fundingTotal":null,"type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":73,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.tesla.com/we-robot","title":"Tesla — Optimus","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","title":"Optimus (robot) — Wikipedia","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","sourceName":"Electrek","publishedAt":"2026-04-18"},{"url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"},{"url":"https://x.com/Tesla_App_iOS/status/2101086887020569051","title":"Tesla app 4.61.0 decompile: Optimus as home Energy site / charger IDs","sourceName":"Tesla_App_iOS (app decompile)"},{"url":"https://x.com/wholemars/status/2101098431016251665","title":"Optimus charger support flagged in Tesla app","sourceName":"Whole Mars"},{"url":"https://www.instagram.com/p/DdcBwV3GfaV/","title":"Tesla says FSD cut collisions 40% in Australia and New Zealand","sourceName":"Instagram (Tesla / via Deploy.Report digest)","publishedAt":"2026-09-18"},{"url":"https://cnevpost.com/2026/09/21/tesla-audits-china-suppliers-optimus-mass-production/","title":"Tesla audits China suppliers for Optimus mass production (The Paper / industry sources)","sourceName":"CnEVPost","publishedAt":"2026-09-21"},{"url":"https://www.scmp.com/business/companies/article/3368053/tesla-auditing-chinese-suppliers-ahead-optimus-roll-out-sources","title":"Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources","sourceName":"South China Morning Post","publishedAt":"2026-09-18"},{"url":"https://news.cgtn.com/news/2026-09-23/Exclusive-Musk-envisions-humanoid-robot-boom-praises-China-s-appeal-1QFJCvyYS4g/p.html","title":"Exclusive: Musk envisions humanoid robot boom (CMG / CGTN)","sourceName":"CGTN","publishedAt":"2026-09-23"},{"url":"https://news.cctv.cn/2026/09/23/ARTIuu2ALwNki9IR96msr2Iy260923.shtml","title":"CCTV Finance exclusive interview with Elon Musk","sourceName":"CCTV Finance / CMG","publishedAt":"2026-09-23"},{"url":"https://electrek.co/2026/09/22/tesla-fsd-v14-3-9-false-camera-service-alerts/","title":"Tesla Full Self-Driving bug falsely flags dirty cameras, demands service","sourceName":"Electrek","publishedAt":"2026-09-22"},{"url":"https://www.notateslaapp.com/news/4716/tesla-fsd-v1439-triggers-false-camera-service-alerts","title":"Tesla FSD V14.3.9 Triggers False Camera Service Alerts","sourceName":"Not a Tesla App","publishedAt":"2026-09-21"},{"url":"https://www.notateslaapp.com/news/4725/tesla-app-leaks-new-optimus-gen-3-robot-design","title":"Tesla App Leaks New Optimus Gen 3 Robot Design","sourceName":"Not a Tesla App","publishedAt":"2026-09-23"},{"url":"https://x.com/NotATeslaApp/status/2102816952695816200","title":"Tesla App Leaks New Optimus Gen 3 Robot Design (X)","sourceName":"Not a Tesla App (@NotATeslaApp)","publishedAt":"2026-09-23"},{"url":"https://x.com/Tesla_App_iOS/status/2103112875971621058","title":"Robotaxi app 26.8.2 decompile: Stop Now latch, cloud/LTE door unlock, referral UI, X Money","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://x.com/Tesla_App_iOS/status/2103110415714504915","title":"Upcoming X Money payment for Robotaxi rides (app-analysis claim)","sourceName":"X (@Tesla_App_iOS)","publishedAt":"2026-09-24"},{"url":"https://www.irishexaminer.com/business/companies/arid-41914648.html","title":"Tesla hits 15,000 vehicle milestone in Ireland and 'working with authorities' on self-driving approval","sourceName":"Irish Examiner","publishedAt":"2026-09-23"},{"url":"https://x.com/SawyerMerritt/status/2103129062919057715","title":"Tesla working with authorities in Ireland; Czech Republic 7th EU FSD market (quoting Tesla)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-24"},{"url":"https://www.just-auto.com/news/czech-republic-approval-tesla-fsd-system/","title":"Czech Republic grants provisional approval to Tesla's FSD system","sourceName":"just-auto","publishedAt":"2026-09-22"},{"url":"https://www.engadget.com/2264292/tesla-will-soon-roll-out-fsd-supervised-in-the-czech-republic/","title":"Tesla will soon roll out FSD Supervised in the Czech Republic","sourceName":"Engadget","publishedAt":"2026-09-21"},{"url":"https://electrek.co/2026/09/25/tesla-optimus-production-ramp-hands-ai-generalization-problems/","title":"Tesla ramps Optimus to hundreds a week, but the robots can't generalize","sourceName":"Electrek (citing The Information)","publishedAt":"2026-09-25"},{"url":"https://x.com/wallstengine/status/2103480907562996128","title":"wallstengine: Optimus production ~10x / The Information notes","sourceName":"X (@wallstengine)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103565050623795441","title":"Sawyer Merritt: Texas DMV Cybercab registrations to date = 88 (+19)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://x.com/wholemars/status/2103591098908295541","title":"wholemars: 126 Cybercabs registered in Texas (Texas DMV)","sourceName":"X (@wholemars)","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103585799920861320","title":"Sawyer Merritt: 56 Cybercabs registered today; total 125 (Texas DMV)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-25"},{"url":"https://electrek.co/2026/09/25/eu-delays-tesla-fsd-vote-december-tcmv-agenda/","title":"EU delays Tesla Full Self-Driving vote to December at the earliest","sourceName":"Electrek","publishedAt":"2026-09-25"},{"url":"https://www.reuters.com/business/eu-vote-teslas-supervised-self-driving-system-pushed-back-2026-09-25/","title":"EU vote on Tesla's supervised self-driving system pushed back","sourceName":"Reuters","publishedAt":"2026-09-25"},{"url":"https://x.com/SawyerMerritt/status/2103988260917633391","title":"Sawyer Merritt: Tesla notifying Austin riders Cybercab fleet doubled; TX registrations Mon 58 to Fri 125","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://x.com/WorldlyReviewer/status/2103968569822490804","title":"WorldlyReviewer: Robotaxi app notification that Cybercab fleet has doubled","sourceName":"X (@WorldlyReviewer)","publishedAt":"2026-09-26"},{"url":"https://www.spacex.com/updates/terafab","title":"Breaking Ground on Terafab in Texas (SpaceX Updates)","sourceName":"SpaceX (official)"},{"url":"https://www.houstonchronicle.com/news/houston-texas/space/article/terafab-what-to-know-22378844.php","title":"SpaceX, Tesla Terafab chip plant near College Station: What to know","sourceName":"Houston Chronicle"},{"url":"https://x.com/JoeTegtmeyer/status/2104003574879391772","title":"Joe Tegtmeyer aerials: Terafab Grimes County construction progress since Sep 11","sourceName":"X (@JoeTegtmeyer)","publishedAt":"2026-09-26"},{"url":"https://x.com/SawyerMerritt/status/2104012982023811527","title":"Sawyer Merritt: Tesla and SpaceX Terafab construction progressing","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-26"},{"url":"https://www.instagram.com/p/Ddw9mFJAb3p/","title":"Tesla in talks for FSD approval in Ireland as EU delays vote (notateslaapp via Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-09-26"},{"url":"https://www.theinformation.com/articles/teslas-optimus-hits-snags-hands-suppliers-scale-up-begins","title":"Tesla's Optimus Hits Snags in Hands, Suppliers as Scale-Up Begins","sourceName":"The Information","publishedAt":"2026-09-27"},{"url":"https://x.com/theinformation/status/2104232104473014585","title":"The Information: Optimus production ~10x to several hundred/week; hands/suppliers bottleneck","sourceName":"X (@theinformation)","publishedAt":"2026-09-27"},{"url":"https://x.com/rta_dubai/status/2104103531338756241","title":"RTA + DIEZ inaugurate Dubai Mobility Labs at Dubai Silicon Oasis (248 scenarios)","sourceName":"X (@rta_dubai)","publishedAt":"2026-09-27"},{"url":"https://www.thenationalnews.com/news/uae/2026/09/27/dubai-opens-advanced-testing-facility-to-prepare-autonomous-vehicles-for-the-roads/","title":"Dubai unveils advanced testing ground to prepare autonomous vehicles for the roads","sourceName":"The National","publishedAt":"2026-09-27"},{"url":"https://www.wam.ae/en/article/c2ghq6j-rta-diez-launch-dubai-mobility-labs-for-autonomous","title":"RTA, DIEZ launch Dubai Mobility Labs for autonomous transport testing","sourceName":"Emirates News Agency (WAM)","publishedAt":"2026-09-27"},{"url":"https://arstechnica.com/ai/2026/09/tesla-workers-balk-at-training-optimus-humanoid-robots-as-replacements/","title":"Tesla workers balk at training Optimus humanoid robots as replacements","sourceName":"Ars Technica","publishedAt":"2026-09-25"},{"url":"https://x.com/Tesla_AI/status/2095767350070890688","title":"Tesla AI: FSD Supervised v14.3.9 active safety (activate on imminent collision)","sourceName":"X (@Tesla_AI)","publishedAt":"2026-09-04"},{"url":"https://electrek.co/2026/09/04/tesla-fsd-active-safety-collision-avoidance/","title":"Tesla Full Self-Driving can now take over manual driving to avoid a collision","sourceName":"Electrek","publishedAt":"2026-09-04"},{"url":"https://x.com/wholemars/status/2104617826611073198","title":"wholemars: Automatic Collision Evasion owner footage / FSD re-engage","sourceName":"X (@wholemars)","publishedAt":"2026-09-28"},{"url":"https://x.com/SawyerMerritt/status/2104940865638535280","title":"Sawyer Merritt: FSD (Supervised) 15B fleet miles claim","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-29"},{"url":"https://x.com/SawyerMerritt/status/2104939888621605158","title":"Sawyer Merritt: Croatia FSD Supervised approval (8th EU)","sourceName":"X (@SawyerMerritt)","publishedAt":"2026-09-29"},{"url":"https://x.com/wholemars/status/2104894219957792887","title":"wholemars: Croatia FSD approval; 16 countries total claim","sourceName":"X (@wholemars)","publishedAt":"2026-09-29"},{"url":"https://www.instagram.com/p/Dd4Es9om6VY/","title":"Tesla wins approval to launch FSD (Supervised) in Croatia (NotATeslaApp via Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-09-29"},{"url":"https://www.instagram.com/p/Dd4jKhWD_qe/","title":"Germany confirms December EU vote on Tesla FSD approval (NotATeslaApp via Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-09-29"},{"url":"https://www.instagram.com/p/Dd4awrbmd_N/","title":"Tesla's active robotaxi markets and their actual sizes (NotATeslaApp via Instagram)","sourceName":"NotATeslaApp (Instagram)","publishedAt":"2026-09-29"},{"url":"https://www.notateslaapp.com/news/4748/teslas-active-robotaxi-markets-and-their-sizes","title":"Tesla's Active Robotaxi Markets and Their Actual Sizes","sourceName":"NotATeslaApp","publishedAt":"2026-09-29"},{"url":"https://www.instagram.com/p/Dd6dpedm_kC/","title":"Tesla secures $30 billion in loans to fund future projects (NotATeslaApp via Instagram)","sourceName":"NotATeslaApp (Instagram)","publishedAt":"2026-09-30"},{"url":"https://www.notateslaapp.com/news/4750/tesla-secures-30-billion-in-loans-to-fund-future-projects","title":"Tesla Secures $30 Billion in Loans to Fund Future Projects","sourceName":"NotATeslaApp","publishedAt":"2026-09-30"},{"url":"https://x.com/wholemars/status/2105334049074282838","title":"wholemars: Over 3,000 self-driving miles without a safety critical intervention","sourceName":"X (@wholemars / Whole Mars Catalog)","publishedAt":"2026-09-30"},{"url":"https://www.instagram.com/p/Dd63IthFMfB/","title":"Tesla opened $30B in lines of credit from Citi and Wells Fargo (Electrek via Instagram)","sourceName":"Instagram (@electrek.co / via Deploy.Report digest)","publishedAt":"2026-09-30"},{"url":"https://electrek.co/2026/09/29/tesla-takes-on-30-billion-in-credit-as-it-approaches-unprofitability/","title":"Tesla takes on $30 billion in credit as it approaches unprofitability","sourceName":"Electrek","publishedAt":"2026-09-29"},{"url":"https://x.com/elonmusk/status/2105747471045370250","title":"Elon Musk: AI5 72GB LP5 / AI6 144GB LP6 RAM cut for Optimus volume/cost","sourceName":"X (@elonmusk)","publishedAt":"2026-10-01"},{"url":"https://x.com/wholemars/status/2105748622298190225","title":"Whole Mars Catalog amplify of Tesla AI5/AI6 RAM cut","sourceName":"X (@wholemars)","publishedAt":"2026-10-01"},{"url":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm","title":"Tesla Third Quarter 2026 Production, Deliveries & Deployments (Exhibit 99.1)","sourceName":"Tesla (SEC Exhibit 99.1)","publishedAt":"2026-10-02"},{"url":"https://electrek.co/2026/10/02/tesla-q3-2026-deliveries-486532/","title":"Tesla (TSLA) Q3 2026 deliveries slip 2% to 486,532, but beat estimates","sourceName":"Electrek","publishedAt":"2026-10-02"},{"url":"https://x.com/elonmusk/status/2106290920605790717","title":"Elon Musk: Terafab-TSMC talks (Just discussions, but something may come of it)","sourceName":"Elon Musk (X)","publishedAt":"2026-10-03"},{"url":"https://x.com/wholemars/status/2106315571310776404","title":"wholemars: Elon Musk confirms Terafab is in preliminary discussions with TSMC","sourceName":"wholemars (X)","publishedAt":"2026-10-03"},{"url":"https://x.com/robotaxi/status/2106230772051157467","title":"Robotaxi in Austin now available until 11pm","sourceName":"Tesla Robotaxi (X)","publishedAt":"2026-10-03"},{"url":"https://www.instagram.com/p/Dd_0MLKjqrm/","title":"Tesla Q3 2026 production/deliveries (Electrek Instagram)","sourceName":"Instagram (@electrek.co / via Deploy.Report digest)","publishedAt":"2026-10-02"},{"url":"https://www.instagram.com/p/Dd_yIpWm9Cr/","title":"Tesla Q3 2026 deliveries (NotATeslaApp Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-02"},{"url":"https://x.com/elonmusk/status/2106239692866019479","title":"Robotaxi operating hours moved from 10pm to 11pm; pets hard to see at night","sourceName":"Elon Musk (X)","publishedAt":"2026-10-03"},{"url":"https://electrek.co/2026/10/03/tesla-robotaxi-pets-night-musk-lidar/","title":"Musk explains why Tesla Robotaxi is not running later at night (pets / low light)","sourceName":"Electrek","publishedAt":"2026-10-03"},{"url":"https://www.humanoidsdaily.com/news/tesla-optimus-texas-plant-steel-40-percent","title":"Tesla Optimus Plant Takes Shape in Texas, With Steel Structure Estimated at 40%","sourceName":"Humanoids Daily","publishedAt":"2026-10-03"},{"url":"https://www.instagram.com/p/DeCf0-3GskN/","title":"AI5/AI6 RAM cut for Optimus volume (NotATeslaApp Instagram, citing Musk Oct 1)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-03"},{"url":"https://www.notateslaapp.com/news/4768/tesla-extends-robotaxi-hours-in-austin-adds-111-cybercabs","title":"Tesla extends Robotaxi hours in Austin to 11pm (NotATeslaApp; fleet counts not used)","sourceName":"Not a Tesla App","publishedAt":"2026-10-04"},{"url":"https://www.instagram.com/p/DeE4jwam_33/","title":"Tesla extends Robotaxi hours in Austin (NotATeslaApp Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-04"},{"url":"https://www.instagram.com/p/DeHQKShjDtg/","title":"Musk on Robotaxi night hours: pets hard to see in the dark (Electrek Instagram)","sourceName":"Instagram (@electrek.co / via Deploy.Report digest)","publishedAt":"2026-10-05"},{"url":"https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2026/pm41_2026_n_09_26_pm_komplett.html","title":"Fahrzeugzulassungen im September 2026 (Pressemitteilung Nr. 41/2026)","sourceName":"Kraftfahrt-Bundesamt (KBA)","publishedAt":"2026-10-05"},{"url":"https://www.cnbc.com/2026/06/25/tesla-to-ramp-up-production-in-germany-by-20percent.html","title":"Tesla to ramp up production in Germany by 20%","sourceName":"CNBC","publishedAt":"2026-06-25"},{"url":"https://x.com/SawyerMerritt/status/2107118665007075629","title":"Tesla registrations in Germany were up 268% in September 2026","sourceName":"X / @SawyerMerritt","publishedAt":"2026-10-05"},{"url":"https://x.com/wholemars/status/2107154175801123069","title":"Tesla Self-Driving is now live in 16 countries. Waymo is live in 15 cities.","sourceName":"X / @wholemars","publishedAt":"2026-10-05"},{"url":"https://x.com/binarybits/status/2106791169028190487","title":"Timothy B. Lee on Tesla Robotaxi progress and the city-by-city thesis","sourceName":"X / @binarybits","publishedAt":"2026-10-04"},{"url":"https://www.heise.de/en/news/Tesla-FSD-Transport-Minister-Bilger-calls-for-EU-approval-of-assistance-system-11477430.html","title":"Tesla FSD: Transport Minister Bilger calls for EU approval of assistance system","sourceName":"heise online (dpa)","publishedAt":"2026-10-06"},{"url":"https://x.com/SawyerMerritt/status/2107478232505225590","title":"X post on German transport minister and FSD","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-06"},{"url":"https://x.com/NotAnFSDTracker/status/2107413052610261254","title":"X post on Oct 6 TCMV FSD discussion","sourceName":"X/@NotAnFSDTracker","publishedAt":"2026-10-06"},{"url":"https://x.com/wholemars/status/2107473208543002914","title":"X post on Oct 6 TCMV FSD discussion","sourceName":"X/@wholemars","publishedAt":"2026-10-06"},{"url":"https://electrek.co/2026/10/06/tesla-powershare-home-backup-model-3-model-y-powerwall-3/","title":"Tesla Model 3 and Model Y can finally power your home","sourceName":"Electrek","publishedAt":"2026-10-06"},{"url":"https://www.tesla.com/powershare","title":"Powershare","sourceName":"Tesla","publishedAt":"2026-10-06"},{"url":"https://x.com/SawyerMerritt/status/2107506279165878615","title":"X post on Powershare Home Backup for Model 3 and Model Y","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-06"},{"url":"https://www.smh.com.au/business/consumer-affairs/tesla-and-power-giants-revolt-against-australia-s-ev-charger-tax-20261007-p613a1.html","title":"Tesla and power giants revolt against Australia's EV charger tax","sourceName":"The Sydney Morning Herald","publishedAt":"2026-10-07"},{"url":"https://nexaadvisory.com.au/joint-open-letter-to-aemc-chair-and-commissioners-put-evidence-before-electricity-network-ownership-of-ev-chargers/","title":"Joint open letter to AEMC Chair and Commissioners: put evidence before electricity network ownership of EV chargers","sourceName":"Nexa Advisory","publishedAt":"2026-10-07"},{"url":"https://x.com/SawyerMerritt/status/2107581004768776345","title":"X post on Tesla and the AEMC kerbside charger letter","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-06"},{"url":"https://x.com/elonmusk/status/2107721071571128709","title":"Musk: we will build and run the fab; TSMC may sublease part of Terafab","sourceName":"X/@elonmusk","publishedAt":"2026-10-07"},{"url":"https://driveteslacanada.ca/news/tesla-california-vpp-record-601mw-85774-homes/","title":"Tesla's California VPP breaks record as 85,774 homes deliver over 600 MW","sourceName":"Drive Tesla","publishedAt":"2026-10-07"},{"url":"https://x.com/SawyerMerritt/status/2107879086580224229","title":"Tesla biggest residential VPP event post","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-07"},{"url":"https://x.com/TeslaCharging/status/2107998299387216160","title":"New Tesla Megacharger: Conley, GA (8 stalls)","sourceName":"X/@TeslaCharging","publishedAt":"2026-10-07"},{"url":"https://www.tesla.com/findus?location=452066","title":"Tesla Find Us: Conley, GA Megacharger","sourceName":"Tesla","publishedAt":"2026-10-07"},{"url":"https://x.com/SawyerMerritt/status/2108002095882473706","title":"Tesla opens first Semi Megacharger on the East Coast (Georgia)","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-07"},{"url":"https://electrek.co/2026/10/06/tesla-india-first-year-under-1000-cars-model-y-l-ramp/","title":"Tesla sold under 1,000 cars in its first year in India, but it's ramping","sourceName":"Electrek","publishedAt":"2026-10-06"},{"url":"https://www.reuters.com/investigations/tesla-is-browbeating-eu-approve-its-full-self-driving-tech-pressure-is-working-2026-10-07/","title":"Tesla is browbeating the EU to approve its 'Full Self-Driving' tech. The pressure is working","sourceName":"Reuters","publishedAt":"2026-10-07"},{"url":"https://electrek.co/2026/10/08/tesla-fsd-europe-rdw-pressure-reuters/","title":"Tesla leaned on Dutch regulator to ease its FSD review, emails show","sourceName":"Electrek","publishedAt":"2026-10-08"},{"url":"https://www.bmv.de/SharedDocs/DE/Artikel/StV/Digitalisierung-der-Mobilitaet/aktueller-stand-tesla-assistenzsysteme.html?nn=76046","title":"Aktueller Stand bei der Genehmigung eines Tesla-Assistenzsystems","sourceName":"Bundesministerium fuer Verkehr (BMV)","publishedAt":"2026-10-06"},{"url":"https://www.instagram.com/p/DeKpk2eAYiM/","title":"Germany backs FSD in EU vote if Tesla renames (NotATeslaApp Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-06"},{"url":"https://www.instagram.com/p/DeP0ixRgYe3/","title":"Tesla renames FSD to Tesla Assisted Driving in Europe (NotATeslaApp Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-08"},{"url":"https://www.instagram.com/p/DeNCRxkgQv-/","title":"Tesla Q3 2026 Other Models deliveries 8,295 down 48% YoY (Electrek Instagram)","sourceName":"Instagram (@electrek.co / via Deploy.Report digest)","publishedAt":"2026-10-07"}],"keyFacts":[{"label":"Optimus program","value":"Humanoid robot program announced at AI Day 2021. Public demos from 2022 to 2024 showed slow walking and basic object manipulation."},{"label":"Optimus specs (company-claimed)","value":"5'8\" tall, 125 lb, 2 mph walking speed, 150 lb lift capacity, $20,000 target price. Not independently verified."},{"label":"Optimus timelines (claimed vs delivered)","value":"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."},{"label":"We, Robot demo was teleoperated (reported, Oct 2024)","value":"Optimus robots at the Oct 2024 event appeared autonomous but were remotely operated, per Bloomberg and Morgan Stanley. Tesla issued no correction."},{"label":"Optimus weekly output (reported, Sep 2026)","value":"From a few dozen units a week in Q2 2026 to several hundred by August on the former Model S/X line, aiming for 1,000+ a week by year-end, per Electrek citing The Information."},{"label":"Optimus build issues (reported, Sep 2026)","value":"Hand assembly with 100+ screws, durability and sensor problems, and supplier quality at volume were flagged as bottlenecks, per The Information via Electrek."},{"label":"Optimus training data (reported, Sep 2026)","value":"Some factory staff resisted motion-capture data collection, so Tesla moved it to dedicated teams and training hubs, per Ars Technica citing The Information."},{"label":"Optimus factory at Giga Texas (reported, Oct 2026)","value":"About 40% of the steel frame was up by Oct 2026 on a 7M+ sq ft plant, with limited output eyed for late 2027, per drone observer Joe Tegtmeyer via Humanoids Daily."},{"label":"Optimus suppliers (reported)","value":"Sanhua (linear actuators, ~$685M order), Tuopu Group (rotary actuators and assembly), Nidec (motors), Moog (actuators), Green Harmonic and HDS (harmonic drives)."},{"label":"Optimus bill of materials (reported)","value":"Actuators are about 35% of cost (~$7,000) and reducers 10-15%. 60-70% of components are Chinese; NdFeB magnets (~8% of cost) are almost all from China."},{"label":"Optimus reducer suppliers (reported)","value":"Green Harmonic leads harmonic reducers (~25% share); Fengli Intelligent is a secondary supplier; Beite Technology makes ball screws for the hands."},{"label":"Optimus supplier audits (reported, Sep 2026)","value":"The Optimus team was auditing Chinese suppliers including Tuopu Group, Joyson Electronics and Sanhua in Ningbo, per CnEVPost and SCMP. Not confirmed by Tesla."},{"label":"Musk humanoid forecast (claimed, Sep 2026)","value":"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."},{"label":"AI5 and AI6 memory cut for Optimus (claimed, Oct 2026)","value":"Musk said Tesla halved AI5 RAM to 72GB and cut AI6 to 144GB to secure chip volume for Optimus, keeping memory bandwidth the same."},{"label":"Autonomy stack and robotics","value":"Tesla intends its FSD neural networks and Dojo training compute to carry over to robotics; Ashok Elluswamy leads the software stack."},{"label":"Robotics patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand), alongside a broader automotive autonomy portfolio."},{"label":"Robotaxi markets (reported, Sep 2026)","value":"Seven US geofences: Austin ~246 sq mi, SF Bay Area ~1,098 sq mi (safety monitor), plus Dallas, Houston, Miami, Orlando and Tampa at 23-31 sq mi each, per NotATeslaApp."},{"label":"Austin Robotaxi hours (company-stated, Oct 2026)","value":"Service runs until 11pm. Musk said the night limit is mainly about not hitting pets that are hard to see in the dark."},{"label":"Texas Cybercab registrations (reported, Sep 2026)","value":"About 125 Cybercabs were registered in Texas by Sep 25 2026, up from 58 that Monday, per Texas DMV data cited on X. Registrations are not the active fleet."},{"label":"Nevada robotaxi permit","value":"Approved for paid service in Las Vegas: Strip corridor only, 45 mph max, no airport pickups, 10 vehicles at launch (5,000 requested)."},{"label":"Nevada robotaxi target (company-stated)","value":"About 2,500 robotaxis in Nevada by August 2027."},{"label":"Robotaxi operations","value":"Two mission control centers, in Austin and the Bay Area. Tesla made a first-responder training video with Texas law enforcement."},{"label":"Robotaxi charging sites (permitted, Apr 2026)","value":"Private Robotaxi-only V4 Supercharger sites in Chandler AZ (56 stalls) and Mesa AZ. A 150+ vehicle San Francisco site was dropped in Feb 2026 after Teamsters pushback."},{"label":"Dubai trials (reported, Sep 2026)","value":"Tesla has run trials at Dubai Mobility Labs, the RTA's autonomous testing site at Dubai Silicon Oasis, alongside WeRide and Pony.ai."},{"label":"FSD in Europe (reported, Oct 2026)","value":"FSD Supervised is approved in the Netherlands and recognized by seven more EU states, including Czechia and Croatia. An EU-wide vote is not expected before December 2026."},{"label":"Germany backs EU FSD approval (agency-stated, Oct 2026)","value":"Germany's transport ministry backed timely EU approval, and Tesla offered to rename the system Tesla Assisted Driving. Drivers stay fully responsible."},{"label":"Reuters on the Dutch RDW review (reported, Oct 2026)","value":"Reuters found Tesla pressed the RDW to scale back its FSD review and won some concessions. RDW says its assessment stayed independent."},{"label":"FSD active safety (company-stated, Sep 2026)","value":"FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion."},{"label":"FSD safety in Australia and NZ (company-claimed)","value":"Tesla claimed FSD cut collisions 40% in Australia and New Zealand. Not independently verified."},{"label":"Q3 2026 deliveries (company-stated)","value":"Produced 464,391 and delivered 486,532 vehicles; deployed 13.7 GWh of energy storage."},{"label":"Credit facilities (reported, Sep 2026)","value":"Arranged $30B of credit ($20B term loan, $8B and $2B revolvers), unused and not planned for 2026, per NotATeslaApp citing an SEC filing."},{"label":"Terafab chip fab (company-stated)","value":"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."},{"label":"Terafab and TSMC (claimed, Oct 2026)","value":"Musk said Terafab had early talks with TSMC, then that Tesla will build and run the fab itself, with TSMC at most subleasing space."},{"label":"Giga Berlin output (company-stated, Jun 2026)","value":"Production rising 20% to 7,500 vehicles a week from October 2026, adding 1,000 jobs."},{"label":"Germany registrations (agency-stated, Sep 2026)","value":"12,552 new Teslas registered in September 2026, up 268.7% year on year for a 4.9% share, per the KBA."},{"label":"India registrations (reported, Sep 2026)","value":"A record 294 in September 2026 (238 Model Y L); 993 since deliveries began in September 2025, per Electrek citing ElecTree."},{"label":"Semi Megachargers","value":"Bloomington CA opened July 2026 (6 stalls, 1.2 MW each); Conley GA opened October 2026 (8 stalls), the first on the East Coast."},{"label":"Powershare Home Backup (reported, Oct 2026)","value":"New Model 3 and Model Y ordered after Oct 1 2026 can back up a home with a Powerwall 3, adding up to two days or more by trim."},{"label":"California virtual power plant (reported, Oct 2026)","value":"85,774 Powerwall homes supplied 601 MW at peak on Oct 6 2026; the full Powerwall fleet peaked at a record 634 MW."},{"label":"Australian kerbside charging rule (reported, Oct 2026)","value":"Tesla co-signed a letter opposing an AEMC draft rule letting network companies own kerbside EV chargers paid for through household bills."}],"aliases":["Tesla Inc","Tesla Motors","Tesla Optimus","Tesla FSD","Tesla Cybercab","Tesla Robotaxi"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"TSLA","stockExchange":"NASDAQ","secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":134785,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-10-10T02:23:56.043Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/tesla","url":"https://registry.deploy.report/companies/tesla","name":"Tesla","alternateName":["Tesla Inc","Tesla Motors","Tesla Optimus","Tesla FSD","Tesla Cybercab","Tesla Robotaxi"],"description":"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](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: 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](/brains/tesla-fsd-bot). 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](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (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.\n\nOptimus: 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](/people/elon-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.\n\nCybercab: 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.\n\nTesla'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.","identifier":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","foundingDate":"2003","address":"Austin, Texas, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":107,"primary_source_types":["knowledge-base","primary-company-ir","primary-sec-filing","secondary-established-publication","secondary-industry-publication"]}}}