{"id":"77b8a4bf-f287-4970-a913-78b87feb722f","slug":"nhtsa-sgo-13781-15808","kind":"collision","headline":"ADS crash report in Dallas, TX involving a TESLA Model Y (NHTSA SGO 13781-15808)","summary":"Summary: The ADS was pulled over and in park on the right side of an alleyway. A passenger vehicle that was parked to the right reversed and collided with the right side of the ADS. There were no passengers.","occurredAt":"2026-06-01T12:00:00.000Z","reviewStatus":"reviewed","modelId":null,"deploymentId":null,"companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","dataCenterId":null,"aliases":[],"collisionRisk":"none","reviewNote":null,"severity":"minor","rootCauseCategory":null,"rootCauseDetail":null,"affectedUnitsCount":null,"affectedUnitsBasis":null,"remediationStatus":null,"regulatoryAction":null,"regulatoryBody":null,"propertyDamageEstimateUsd":null,"damageEstimateBasis":null,"bodilyInjurySeverity":"unknown","fatalityCount":null,"lossCostClass":null,"sourceQualityTier":null,"oshaRecordable":null,"oshaCaseNumber":null,"rootCauseDisclosed":null,"publicDisclosureDate":null,"insuranceClaimPublic":null,"formFactor":null,"latitude":null,"longitude":null,"autonomyClass":null,"legalOutcomeClass":"unknown","createdAt":"2026-08-23T05:00:43.942Z","updatedAt":"2026-10-04T05:00:55.024Z","model":null,"deployment":null,"company":{"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"}],"keyFacts":[{"label":"Company","value":"Tesla Inc. (NASDAQ: TSLA); founded 2003; CEO Elon Musk"},{"label":"Robotics Division","value":"Tesla Optimus humanoid robot program (announced 2021 AI Day); led by Milan Kovac (VP Engineering)"},{"label":"Optimus Claims","value":"Claimed: 5'8\" height, 125 lbs, 2 mph walking speed, 150 lbs lifting capacity, $20K target price. Verifiable: public demos 2022-2024 showing slow walking, basic object manipulation; no independent verification of production readiness"},{"label":"Autonomy Transfer","value":"FSD (Full Self-Driving) neural network and Dojo supercomputer training intended for robotics transfer; Ashok Elluswamy leads software stack"},{"label":"Patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand) under Tesla assignee; broader automotive autonomy patent portfolio"},{"label":"Manufacturing","value":"Optimus manufacturing intended for Tesla Gigafactory Austin; 2024 claims of production line for training data collection"},{"label":"VVC Note","value":"Tesla Optimus claims are heavily marketing-inflated vs verifiable capability; timeline promises (2022 production, 2023 useful tasks) have not materialized; honest-absence on production scale"},{"label":"Optimus production timeline","value":"Slow ramp starting late July/Aug 2026 at Fremont; Gen 3 reveal pushed to mid-2026 (per Musk Jul 1, 2026)"},{"label":"Hero image candidate","value":"https://upload.wikimedia.org/wikipedia/commons/c/c0/Latest_Tesla_Optimus_Humanoid_Robot.jpg (source: Wikimedia Commons, license: CC BY 2.0)"},{"label":"First public Megacharger","value":"Bloomington, CA — 6 stalls at 1.2 MW each (opened July 2026)"},{"label":"Robotaxi charging — Chandler AZ","value":"56 V4 Supercharger stalls on S Roosevelt Ave, Chandler AZ — private, Robotaxi-only (permitted, April 2026)"},{"label":"Robotaxi charging — Mesa AZ","value":"V4 Supercharger site at 5349 E Main St, Mesa AZ — private, Robotaxi-only (permitted, April 2026)"},{"label":"SF robo-charging cancelled","value":"Dropped plans for 150+ vehicle robo-charging site at 825 Sansome St, San Francisco (cancelled Feb 2026, Teamsters pushback)"},{"label":"We, Robot VVC (Oct 2024)","value":"Optimus demo claimed autonomous interaction — verified teleoperated. Bloomberg + Morgan Stanley confirmed human remote control. Tesla issued no correction. Marquee demo-vs-reality gap."},{"label":"Teleoperation timeline","value":"Oct 10: demo → Oct 12: MKBHD questions → Oct 13: Scoble engineer confirms → Oct 14: Bloomberg + Adam Jonas confirm tele-ops"},{"label":"Nevada AVNC Permit","value":"AVNC Permit 002 approved by Nevada Transportation Authority for paid robotaxi service in Las Vegas"},{"label":"Nevada fleet cap","value":"10 vehicles initially (requested 5,000); 5,000 unit cap gives runway if market moves faster"},{"label":"Las Vegas operating area","value":"Las Vegas Strip corridor only, 45 mph max, no Harry Reid Airport pickups"},{"label":"Nevada robotaxi target","value":"~2,500 robotaxis deployed in Nevada by Aug 2027 (company-stated aspiration)"},{"label":"First responder training","value":"Partnered with Texas law enforcement for 5-minute instructional video for autonomous vehicle emergencies"},{"label":"Mission control centers","value":"Two operational (Austin + Bay Area); open to more as fleet expands"},{"label":"Optimus Supply Chain","value":"Sanhua (linear actuators ~19% BOM, $685M order), Tuopu (rotary actuators ~13%), Nidec (precision motors), Moog (electromechanical actuators), Green Harmonic + HDS (harmonic drives). 60-70% Chinese components. NdFeB magnets ~8% BOM, ~100% China-sourced."},{"label":"Optimus BOM Breakdown","value":"Core components 45-50% of cost: actuators ~35% ($7K), harmonic/RV reducers ~10-15% ($2-3K), ball screws ~$500-1K. 14 rotary actuators + linear actuators. 60-70% Chinese components."},{"label":"Optimus Reducer Suppliers","value":"Green Harmonic (688017) — leading harmonic reducer supplier (~25% market share, targeting 60% by 2026 at 30-40% lower prices than Japanese). Fengli Intelligent (301368) — secondary, 500K-unit line Q4 2025. Beite Technology (603009) — ball screws ±5μm for dexterous hands."},{"label":"Optimus Tier 0.5","value":"Top Group (Tuopu) positioned as Tier 0.5 supplier — undertakes assembly of linear/rotary actuators. Sanhua for linear actuator assemblies (~$685M order)."},{"label":"Optimus in Tesla app (reported)","value":"App 4.61.0 decompile reports Optimus as a home Energy site with dedicated Optimus charger IDs (Tesla_App_iOS / Whole Mars, Sep 2026). Not an official Tesla press release.","sourceUrl":"https://x.com/Tesla_App_iOS/status/2101086887020569051"},{"label":"FSD safety AU/NZ (company-claimed)","value":"Tesla Instagram (Sep 2026) claimed FSD cut collisions 40% in Australia and New Zealand; company-stated, not independently verified here"},{"label":"Optimus China supplier audits (reported)","value":"Reported Sep 2026 (CnEVPost citing The Paper; SCMP citing executives): Tesla Optimus team auditing Chinese suppliers including Tuopu Group, Joyson Electronics, and Sanhua Intelligent Controls in Ningbo and the broader Yangtze River Delta. Industry sources say those firms had already received Optimus-related orders of differing sizes and would start production after passing audits. Not Tesla-confirmed; audits in progress, not framed here as completed certification"},{"label":"Musk humanoid scale forecast (CCTV Finance, Sep 2026)","value":"Musk-stated Sep 23 2026 (exclusive CMG / CCTV Finance interview, via CGTN): at least 1 billion humanoid robots within 10 years (or less), potentially ~10 billion in 15 years and ~100 billion in ~20 years if growth roughly doubles yearly. Framed personal robots for elder care, kids, tutoring, and one person managing hundreds to thousands of physical robots and digital agents. Forward-looking CEO prediction, not a Tesla production commitment"},{"label":"FSD v14.3.9 false camera service alerts (reported)","value":"Reported (Electrek Sep 22 2026; Not a Tesla App): FSD Supervised v14.3.9 can falsely show 'Poor camera visibility detected. Interior windshield residue cleaning is required' on clean forward cameras, often in bright sun or glare. Electrek reports Tesla Support confirmed the software fault (owner screenshot) and that Tesla is canceling related service appointments; a fix is expected in a coming software update. Do not treat v14.3.10 as confirmed fixed here (release notes so far match v14.3.9). Framed as company-confirmed via Support as reported by Electrek/NATA, not a Tesla press release"},{"label":"Optimus Gen 3 app UI assets (reported, Sep 2026)","value":"Reported Sep 23 2026 (Not a Tesla App): Android app UI assets show a sleeker Optimus Gen 3 design (covered joints, monolithic torso). Official UI assets per secondary app analysis; unconfirmed as final production design. Not Tesla press"},{"label":"Robotaxi app 26.8.2 decompile (claimed, Sep 2026)","value":"Claimed / app-analysis (@Tesla_App_iOS decompile of Robotaxi iOS app 26.8.2, Sep 24 2026): reported strings/UI for a 'Stop Now' latch at pickup (geofenced abort), cloud/LTE backup if UWB-BLE door unlock fails, referral tracking + confetti payout UI, and phone sliders for cabin display + payment sheet. Secondary app-decompile analysis; NOT a Tesla press statement; features may change or never ship"},{"label":"X Money for Robotaxi rides (claimed, Sep 2026)","value":"Claimed / app-analysis (@Tesla_App_iOS, Sep 24 2026): post that riders will soon be able to pay for Robotaxi rides with X Money, and the same day's 26.8.2 decompile notes list native X Money as a Tesla payment method. Secondary app-analysis / social claim; NOT a Tesla press statement; not confirmed live in production"},{"label":"FSD Supervised Czech Republic 7th EU (claimed, Sep 2026)","value":"Claimed / reported (just-auto Sep 22 2026; Engadget Sep 21 2026; Irish Examiner Sep 23 quoting Tesla): the Czech Republic provisionally recognised the Dutch RDW Article 39 approval for FSD Supervised, becoming the seventh European market to do so (joining the Netherlands and five others cited in coverage). Tesla said rollout will begin soon. Trade/secondary press + Tesla statement via Irish Examiner / Sawyer Merritt X; no Tesla Europe primary URL resolved this pass. Not an EU-wide approval"},{"label":"FSD Supervised Ireland authorities talks (claimed, Sep 2026)","value":"Claimed / reported (Irish Examiner Sep 23 2026 quoting Tesla; Sawyer Merritt X Sep 24): Tesla says it is 'working with authorities' in Ireland to enable regulatory approval for FSD Supervised, and that Ireland is 'anticipating the arrival of this transformative technology on Irish roads in due course.' Not an Irish approval grant. Secondary coverage of a Tesla statement; no Tesla Europe primary URL resolved this pass"},{"label":"Weekly production ramp ~10x (reported Sep 2026)","value":"Reported (Electrek, Sep 25 2026, summarizing The Information): Tesla went from a few dozen Optimus units per week in Q2 2026 small-batch testing to several hundred per week by August, roughly a tenfold rise, on the former Model S/X line in Fremont. Managers are reportedly aiming for a continuous automated line capable of more than 1,000 robots per week by year-end, with an eventual target around 20,000 per week. Most units described as internal for testing, training, and data collection; factory use confined to tightly controlled supervised areas. Cap: secondary press citing The Information (paywalled); not a Tesla primary disclosure. Hand manufacturing (100+ screws/small parts), durability/sensor issues, and supplier quality-at-volume bottlenecks also flagged in the same reporting"},{"label":"Texas DMV Cybercab registrations (reported, Sep 2026)","value":"Reported ([reported](https://x.com/wholemars/status/2103591098908295541); also [Sawyer Merritt](https://x.com/SawyerMerritt/status/2103585799920861320)): as of Sep 25 2026, secondary X accounts citing Texas DMV put Tesla Cybercab registrations in Texas at about 126 (wholemars) / 125 (Sawyer, who also said 56 registered that day, the biggest single day and first time past 100). Cap: secondary X citing DMV; not a Tesla ops disclosure. Registration count is distinct from concurrent active passenger-carrying fleet (see existing Austin active fleet ~8 reported spotting fact). Earlier same-day Sawyer figure of 88 is superseded by these later same-day counts"},{"label":"EU TCMV FSD Supervised vote earliest December (reported, Sep 2026)","value":"Reported ([reported](https://electrek.co/2026/09/25/eu-delays-tesla-fsd-vote-december-tcmv-agenda/)): the draft agenda for the Oct 6 2026 EU Technical Committee on Motor Vehicles (TCMV) meeting lists only a ~25-minute continuation of discussions on the Dutch Article 39 request for Tesla FSD Supervised (no vote scheduled). The next TCMV meeting is December, so that is the earliest apparent EU-wide vote window. Matching Reuters (Marie Mannes, Sep 25): https://www.reuters.com/business/eu-vote-teslas-supervised-self-driving-system-pushed-back-2026-09-25/. Cap: Electrek + Reuters secondary reporting of the published TCMV draft agenda; European Commission comitology-register primary URL not locked this pass. Not an EU approval decision"},{"label":"Austin fleet-doubled rider notice (reported, Sep 26 2026)","value":"Reported ([reported](https://x.com/SawyerMerritt/status/2103988260917633391); rider screenshot [WorldlyReviewer](https://x.com/WorldlyReviewer/status/2103968569822490804)): Tesla Robotaxi app notified Austin riders that the Cybercab robotaxi fleet has doubled. Sawyer Merritt ties the notice to Texas registration data from the same week showing registered Cybercabs moving from 58 on Monday to 125 on Friday (~115% up). Cap: secondary X + rider app screenshot; not a Tesla ops disclosure or Texas DMV primary URL. Registration count is distinct from concurrent active passenger-carrying fleet (see existing Austin active fleet ~8 reported spotting fact and the Sep 25 DMV ~125/126 snapshot fact)"},{"label":"Terafab Grimes County chip fab (company-stated)","value":"Company-stated by SpaceX ([company-stated](https://www.spacex.com/updates/terafab); also [Houston Chronicle](https://www.houstonchronicle.com/news/houston-texas/space/article/terafab-what-to-know-22378844.php)): SpaceX and Tesla are building Terafab, an advanced semiconductor fab in Grimes County, Texas, combining logic, memory, and advanced packaging. Planned manufacturing space more than 100 million square feet; initial phase capital about $16.8 billion; stated workforce at least 3,000. Intended chips include edge/inference silicon for Optimus and Cybercab plus high-power chips for SpaceX space-based data centers. Tesla also broke ground on a research fab precursor at Giga Texas North Campus. Cap: SpaceX Updates page + local press; production capacity and timelines not independently verified here"},{"label":"Terafab construction progress (reported, late Sep 2026)","value":"Reported ([reported](https://x.com/JoeTegtmeyer/status/2104003574879391772); also [Sawyer Merritt](https://x.com/SawyerMerritt/status/2104012982023811527)): aerial photographer Joe Tegtmeyer posted Sep 26 2026 images of the Terafab site in Grimes County, Texas, describing major progress since a Sep 11 flight, including concrete footings mostly poured on a large cleared rectangle, rebar faces set awaiting concrete, widened tree clearing north of that foundation segment, a much larger cleared area on the south side, and relocated Starlink ground-station antenna globes. Cap: independent aerial photography / secondary X; not a Tesla or SpaceX construction bulletin and not a capacity or schedule claim"},{"label":"Dubai Mobility Labs trials (reported, Sep 2026)","value":"Reported ([reported](https://www.thenationalnews.com/news/uae/2026/09/27/dubai-opens-advanced-testing-facility-to-prepare-autonomous-vehicles-for-the-roads/); also [RTA Dubai](https://x.com/rta_dubai/status/2104103531338756241); [WAM](https://www.wam.ae/en/article/c2ghq6j-rta-diez-launch-dubai-mobility-labs-for-autonomous)): on Sep 27 2026 Dubai's Roads and Transport Authority (RTA) and the Dubai Integrated Economic Zones Authority (DIEZ) inaugurated Dubai Mobility Labs at Dubai Silicon Oasis for autonomous and future-mobility testing (248 scenarios across controlled environments and public roads toward Al Qudra). The National and WAM say the facility has already hosted trials involving WeRide, Pony.ai, and Tesla. DEKRA appointed to operate the labs for the first three years. Framed under Dubai Smart Self-Driving Transport Strategy aiming to convert 25% of mobility journeys in the emirate to autonomous trips by 2030. Cap: official RTA post + UAE press; not a Tesla primary disclosure of commercial Dubai robotaxi service"},{"label":"Optimus mocap training pushback (reported, Sep 2026)","value":"Reported ([reported](https://arstechnica.com/ai/2026/09/tesla-workers-balk-at-training-optimus-humanoid-robots-as-replacements/), summarizing The Information): some Tesla factory staff balked at mocap-suit data collection for Optimus; company reportedly moved collection to dedicated teams and training hubs. Cap: Ars Technica of The Information; see tesla-optimus model page for production-ramp context"},{"label":"Automatic Collision Evasion / FSD active safety (company-stated, Sep 2026)","value":"Company-stated ([company-stated](https://x.com/Tesla_AI/status/2095767350070890688); also [Electrek](https://electrek.co/2026/09/04/tesla-fsd-active-safety-collision-avoidance/)): Tesla AI said FSD Supervised v14.3.9 includes a new active safety feature set so FSD Supervised can activate on the driver's behalf when an imminent collision is detected and Automatic Emergency Braking (AEB) may not be enough, and may also engage if the system detects the driver is heavily distracted or has accidentally disengaged FSD. Press and owner coverage often label this Automatic Collision Evasion. Midday digest linked wholemars owner footage ([secondary](https://x.com/wholemars/status/2104617826611073198)) showing FSD re-engaging during manual driving. Cap: Tesla AI X primary for the feature; Electrek for rollout coverage; wholemars is secondary owner demo, not Tesla press"},{"label":"FSD Supervised 15B fleet miles (Sawyer-reported/claimed, Sep 2026)","value":"Sawyer-reported / claimed ([claimed](https://x.com/SawyerMerritt/status/2104940865638535280)): @SawyerMerritt stated Tesla FSD (Supervised) has reached 15 billion fleet miles. No Tesla primary (IR, Tesla AI X, or owner-manual changelog) verified in this ingest. Frame as influencer-reported claim, not company press. Cap: single X secondary; treat as claimed until Tesla restates"},{"label":"FSD Supervised Croatia 8th EU (claimed, Sep 2026)","value":"Claimed ([claimed](https://x.com/SawyerMerritt/status/2104939888621605158); also [wholemars](https://x.com/wholemars/status/2104894219957792887)): Sawyer Merritt and wholemars say Croatia approved / recognised FSD Supervised, described as the 8th EU market; wholemars separately frames 16 countries total with FSD Supervised. Same class as prior Czechia/Ireland Sep 2026 claimed keyFacts (trade/X secondary; not authority-verified). Cap: no Croatian ministry / RDW mutual-recognition primary fetched here; not written into JurisdictionApproval ledger"},{"label":"Active robotaxi markets / geofence sizes (NotATeslaApp-reported, Sep 2026)","value":"Reported ([reported](https://www.instagram.com/p/Dd4awrbmd_N/); also [NotATeslaApp](https://www.notateslaapp.com/news/4748/teslas-active-robotaxi-markets-and-their-sizes)): NotATeslaApp published an active Robotaxi markets/sizes map (Sep 29 2026) covering seven U.S. geofences with reported land areas: Austin ~246 sq mi; San Francisco Bay Area ~1,098 sq mi (safety-monitor Model Y only per NotATeslaApp); Dallas ~31 sq mi; Houston ~25 sq mi; Miami ~30.8 sq mi; Orlando ~26.2 sq mi; Tampa ~23.6 sq mi. Cap: NotATeslaApp secondary map/article + Instagram; not a Tesla ops disclosure or official geofence file; sizes can change with expansions"},{"label":"$30B credit facilities (NotATeslaApp-reported, Sep 2026)","value":"Reported ([reported](https://www.instagram.com/p/Dd6dpedm_kC/); also [NotATeslaApp](https://www.notateslaapp.com/news/4750/tesla-secures-30-billion-in-loans-to-fund-future-projects)): NotATeslaApp said Tesla arranged access to $30 billion in financing through three agreements signed Sep 29 2026: a $20B delayed-draw term loan, an $8B five-year revolving credit line, and a $2B 364-day revolving credit line. NotATeslaApp, citing Tesla's SEC filing, said Tesla had not borrowed under the new agreements yet and had no plans to use them in 2026, and that Tesla closed an older $5B revolving line. Cap: NotATeslaApp secondary of SEC filing; not Tesla IR primary in this ingest; use-of-proceeds speculation omitted"},{"label":"wholemars 3,000+ intervention-free self-driving miles (claimed, Sep 2026)","value":"Claimed ([claimed](https://x.com/wholemars/status/2105334049074282838)): @wholemars (Whole Mars Catalog) posted on Sep 30 2026 \"Over 3,000 self-driving miles without a safety critical intervention\" with an accompanying photo. Digest triage framed this as a light unsupervised FSD miles claim; the verified post text is an intervention-free self-driving streak, not a Tesla company disclosure of unsupervised fleet operation. Cap: personal claimed/reported streak by a prominent FSD tester account; not Tesla company-stated; intervention-free streak miles are not the same as confirmed unsupervised (no safety-driver) commercial FSD miles; distinct from the previously reverted wholemars 1B miles / 29-day pace claim"},{"label":"AI5/AI6 RAM cut for Optimus volume (claimed, Oct 2026)","value":"Claimed ([claimed](https://x.com/elonmusk/status/2105747471045370250); also [wholemars](https://x.com/wholemars/status/2105748622298190225)): on Oct 1 2026 Elon Musk said Tesla cut AI5 RAM to 72GB LP5 (half prior) and AI6 to 144GB LP6 (cut by one-third) to secure enough volume for Optimus production and reduce cost. He said bandwidth was held constant and expected a negligible effect on Optimus performance, arguing memory bandwidth is a bigger limiter than total storage. Cap: executive X claim only; not a Tesla press release or datasheet"},{"label":"Q3 2026: produced 464,391 / delivered 486,532; energy storage 13.7 GWh (company-stated)","value":"Company-stated ([company-stated](https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm)): Tesla produced 464,391 vehicles and delivered 486,532 in Q3 2026. Model 3/Y: produced 457,387 / delivered 478,237. Other Models: produced 7,004 / delivered 8,295. Energy storage products deployed: 13.7 GWh. Reported ([reported](https://electrek.co/2026/10/02/tesla-q3-2026-deliveries-486532/)): Electrek (Fred Lambert, Oct 2) notes deliveries were down 2.1% YoY vs the Q3 2025 tax-credit record of 497,099, up 1.3% vs Q2 480,126, and about 25k above a 461,974 Wall Street consensus; inventory worked down by about 22k units (second straight quarter). Cap: SEC Exhibit 99.1 for production, delivery, and storage totals; Electrek for YoY/QoQ and consensus framing. Not earnings."},{"label":"Terafab: preliminary TSMC discussions (company-stated, Oct 2026)","value":"Company-stated ([company-stated](https://x.com/elonmusk/status/2106290920605790717); context [wholemars](https://x.com/wholemars/status/2106315571310776404)): on Oct 3 2026 Elon Musk replied that Terafab is in preliminary discussions with TSMC: \"Just discussions, but something may come of it.\" Framing in surrounding coverage ties Terafab to Texas chipmaking for AI compute (Tesla robots / AV / SpaceX DCs). Cap: early discussions only; no agreement, terms, timeline, or investment commitment announced; do not confuse with Terabase Energy's solar Terafab product."},{"label":"Austin Robotaxi hours extended to 11pm (company-stated, Oct 2026)","value":"Company-stated ([company-stated](https://x.com/robotaxi/status/2106230772051157467)): official @robotaxi account on Oct 3 2026: \"Robotaxi in Austin now available until 11pm.\" Cap: official Tesla Robotaxi X post; hours may change; geography is Austin service only as stated."},{"label":"Austin Robotaxi night limit: pets hard to see (Musk-claimed, Oct 2026)","value":"Claimed ([claimed](https://x.com/elonmusk/status/2106239692866019479)): Elon Musk on Oct 3 2026 (quoting the official @robotaxi Austin hours post) wrote that Robotaxi operating hours moved from 10pm to 11pm and that \"the main thing we're trying to solve is making sure that we don't run over pets when they're hard to see at night,\" with the example \"grey kittens on grey tarmac in the dark.\" Company-stated hours context ([company-stated](https://x.com/robotaxi/status/2106230772051157467)): @robotaxi announced Austin service \"now available until 11pm\" (hours extension already recorded separately). Reported ([reported](https://electrek.co/2026/10/03/tesla-robotaxi-pets-night-musk-lidar/)): Electrek (Fred Lambert, Oct 3) covers the same Musk quote and hours change. Cap: Musk X for the stated pets/night constraint; @robotaxi X for the 11pm hours announcement; Electrek secondary only. Do not treat Electrek lidar editorial as fact. Austin service only as stated. Hours may change."},{"label":"Optimus Giga Texas plant: steel frame ~40% up; 10M/yr ambition; initial ~2027 (reported, Oct 2026)","value":"Reported ([reported](https://www.humanoidsdaily.com/news/tesla-optimus-texas-plant-steel-40-percent)): Humanoids Daily (Oct 3 2026) summarizing drone observer Joe Tegtmeyer's Oct 1 construction update says Tesla's dedicated Optimus factory at Giga Texas has roughly 40% of its basic steel structure assembled (not overall completion). Tegtmeyer describes a more-than-7-million-square-foot plant, limited initial production eyed for late 2027, and a long-term capacity ambition around 10 million robots/year. Remaining work includes utilities, enclosure, concrete, mechanicals, then production equipment. Cap: independent aerial/construction reporting via Humanoids Daily; figures are Tegtmeyer's account of plans, not a new Tesla announcement or installed capacity."},{"label":"Germany Sep 2026 registrations 12,552, up 268.7% YoY (agency-stated, KBA)","value":"Agency-stated ([agency-stated](https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2026/pm41_2026_n_09_26_pm_komplett.html); also [X/@SawyerMerritt](https://x.com/SawyerMerritt/status/2107118665007075629)): Germany's Kraftfahrt-Bundesamt reported 12,552 new Tesla passenger car registrations in September 2026, up 268.7% from September 2025 and a 4.9% share of the German market, the largest gain among import brands with more than 4,000 registrations. January to September 2026 Tesla registrations were 44,810, up 201.9%. Battery-electric cars were 34.5% of all German registrations in the month. Sawyer Merritt says it is Tesla's best German month since December 2022 (claimed)."},{"label":"Giga Berlin output +20% to 7,500 vehicles/week from October 2026 (company-stated, Jun 2026)","value":"Company-stated ([company-stated](https://www.cnbc.com/2026/06/25/tesla-to-ramp-up-production-in-germany-by-20percent.html)): Tesla said on Jun 25 2026 that production at its Berlin plant would rise 20% to 7,500 vehicles per week from October 2026, adding 1,000 employees, on top of an April capacity increase for Model Y and a May battery-cell investment increase; Tesla said the three moves add 3,500 jobs in the short and medium term. Cap: planned rate; no October actual output disclosed."},{"label":"wholemars: Tesla Self-Driving live in 16 countries (claimed, Oct 2026)","value":"Claimed ([claimed](https://x.com/wholemars/status/2107154175801123069)): @wholemars (Whole Mars Catalog) posted on Oct 5 2026 \"Tesla Self-Driving is now live in 16 countries. Waymo is live in 15 cities.\", quoting a [Timothy B. Lee post](https://x.com/binarybits/status/2106791169028190487) (Oct 4 2026) about Tesla Robotaxi progress. The post says \"Tesla Self-Driving\"; it does not name FSD (Supervised) or a software version, and it does not list the 16 countries. Cap: third-party X post, not Tesla company-stated; no regulator primary fetched; not written into the JurisdictionApproval ledger. Same count as the earlier wholemars 16-country framing noted on the Croatia keyFact."},{"label":"German Transport Minister Bilger backs EU-wide FSD (Supervised) approval; Germany may weigh own path (reported, Oct 2026)","value":"Reported ([reported](https://www.heise.de/en/news/Tesla-FSD-Transport-Minister-Bilger-calls-for-EU-approval-of-assistance-system-11477430.html); also [X/@SawyerMerritt](https://x.com/SawyerMerritt/status/2107478232505225590)): heise, citing dpa, reported on Oct 6 2026 that German Federal Transport Minister Steffen Bilger wants Tesla's FSD (Supervised) approved for use across the EU in a timely manner, and that if no European agreement is reached one must discuss \"what can be done in Germany.\" heise counts seven EU states applying the Dutch RDW approval and says the KBA plans to test a vehicle itself. Claimed ([claimed](https://x.com/NotAnFSDTracker/status/2107413052610261254); also [X/@wholemars](https://x.com/wholemars/status/2107473208543002914)): X accounts tracking the process said the Oct 6 TCMV meeting discussed FSD (Supervised) for about 25 minutes with no vote. Cap: no German decision announced; EU vote still not expected before December."},{"label":"Powershare Home Backup live for new Model 3 and Model Y (ordered after Oct 1 2026) with Powerwall 3; up to or over 2 days of added backup by trim (reported, Oct 2026)","value":"Reported ([reported](https://electrek.co/2026/10/06/tesla-powershare-home-backup-model-3-model-y-powerwall-3/); also [Tesla Powershare page](https://www.tesla.com/powershare); [X/@SawyerMerritt](https://x.com/SawyerMerritt/status/2107506279165878615)): on Oct 6 2026 Tesla Energy launched Powershare Home Backup for new Model 3 and Model Y vehicles; Tesla's footnote covers cars ordered in the US and Puerto Rico after Oct 1 2026. With a Powerwall 3 and a Wall Connector or Universal Wall Connector no additional equipment is required, though Electrek says owners must contact Tesla support to enable it. Tesla says Premium trims add over two days of backup (Standard trims up to two days) for a home using 30 kWh a day from a 90% charge, and lists 11.52 kW maximum continuous output; Powerwall 2 and Powerwall+ support is \"coming soon\". Electrek says some earlier Model 3 and Model Y cars have the capability (PCS2 Lite inverter), Grid Support is not available for these models, and Model S and Model X are excluded. Cap: Cybertruck already supported; terms read via Electrek's quotes of Tesla's page."},{"label":"Australia: co-signed joint letter opposing AEMC draft rule letting distribution networks own kerbside EV chargers with costs recovered via bills (reported, Oct 2026)","value":"Reported ([reported](https://www.smh.com.au/business/consumer-affairs/tesla-and-power-giants-revolt-against-australia-s-ev-charger-tax-20261007-p613a1.html); also [joint letter](https://nexaadvisory.com.au/joint-open-letter-to-aemc-chair-and-commissioners-put-evidence-before-electricity-network-ownership-of-ev-chargers/); [X/@SawyerMerritt](https://x.com/SawyerMerritt/status/2107581004768776345)): the Sydney Morning Herald reported on Oct 7 2026 (Australian time) that Tesla joined AGL, EnergyAustralia, Engie, Evie Networks and other charging and energy companies in a joint open letter, organized by Nexa Advisory, urging the Australian Energy Market Commission to put evidence first before finalizing its draft determination that would let distribution network businesses install kerbside EV chargers (about 14,000, per the SMH) with most of the cost recovered through regulated network charges on household bills. The AEMC's final determination is expected by the end of 2026. Cap: policy is a draft; cost-per-household estimates vary by source and are omitted."},{"label":"Terafab: Musk says \"we will build and run the fab\", TSMC at most a sublease (claimed, Oct 2026)","value":"Claimed ([claimed](https://x.com/elonmusk/status/2107721071571128709)): replying on Oct 7 2026 to posts about TSMC exploring a role in Terafab, the Texas chip fab project, Elon Musk wrote, \"No, we will build and run the fab. Let there be ZERO doubt about that. Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.\" Cap: X reply only; no agreement with TSMC disclosed."},{"label":"California VPP event Oct 6 2026: 85,774 Powerwall homes, 601 MW; fleet peak 634 MW (reported)","value":"Reported ([reported](https://driveteslacanada.ca/news/tesla-california-vpp-record-601mw-85774-homes/); also [claimed](https://x.com/SawyerMerritt/status/2107879086580224229) by X/@SawyerMerritt): during peak demand on Oct 6 2026, 85,774 California homes with Tesla Powerwalls took part in a virtual power plant event that peaked at 601 MW of participating output, while Tesla's whole Powerwall fleet peaked at a record 634 MW. Drive Tesla, citing Tesla's VPP dashboard, says participating Powerwalls supplied 932 MWh, versus a September event with nearly 69,000 homes and a 507 MW reading. Participants are paid for energy exported. Cap: figures read from secondary coverage of Tesla's dashboard, not a Tesla release."},{"label":"Semi Megacharger opens in Conley, GA with 8 stalls; first on the East Coast (company-stated; reported, Oct 2026)","value":"Company-stated ([company-stated](https://x.com/TeslaCharging/status/2107998299387216160); also [Tesla Find Us](https://www.tesla.com/findus?location=452066)): on Oct 7 2026 Tesla Charging posted a new Megacharger in Conley, Georgia with 8 stalls. Reported ([reported](https://x.com/SawyerMerritt/status/2108002095882473706)): it is Tesla's first Semi Megacharger on the East Coast, with each stall capable of up to 1.2 MW. Cap: public vs fleet access not stated."},{"label":"India: record 294 registrations in Sep 2026 (238 Model Y L); 993 since deliveries began Sep 2025 (reported, Oct 2026)","value":"Reported ([reported](https://electrek.co/2026/10/06/tesla-india-first-year-under-1000-cars-model-y-l-ramp/)): Electrek, citing ElecTree registration data, reported that Tesla registered 294 vehicles in India in September 2026, a record month, of which 238 were the six-seat Model Y L and 56 the entry Model Y. That brings Tesla to 993 registrations since deliveries began in September 2025, after an April 2026 Model Y L launch and a late-May 15% cut to the entry Model Y price. Cap: registrations, not deliveries; Tesla does not report sales by country."}],"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":"2026-10-08T03:40:26.982Z"},"derived":{"status":"active"},"sources":[{"id":"f8caae87-7d3e-47d4-b81c-75a72f222adc","incidentId":"77b8a4bf-f287-4970-a913-78b87feb722f","url":"https://www.nhtsa.gov/laws-regulations/standing-general-order-crash-reporting#report-13781-15808","label":null,"publishedAt":null,"notes":null,"title":null,"sourceName":null,"mediaType":"article","videoId":null,"channel":null,"durationSec":null,"timestampSec":null,"createdAt":"2026-08-23T05:00:43.984Z","updatedAt":"2026-10-04T05:00:54.948Z"}],"responses":[],"statusEvents":[],"jsonLd":{"@context":"https://schema.org","@type":"NewsArticle","@id":"https://registry.deploy.report/incidents/nhtsa-sgo-13781-15808","url":"https://registry.deploy.report/incidents/nhtsa-sgo-13781-15808","headline":"ADS crash report in Dallas, TX involving a TESLA Model Y (NHTSA SGO 13781-15808)","description":"Summary: The ADS was pulled over and in park on the right side of an alleyway. A passenger vehicle that was parked to the right reversed and collided with the right side of the ADS. There were no passengers.","identifier":"77b8a4bf-f287-4970-a913-78b87feb722f","datePublished":"2026-06-01T12:00:00.000Z","articleSection":"collision","publisher":{"@id":"https://deploy.report/#organization"},"author":{"@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":1,"primary_source_types":["primary-regulatory-filing"]}}}