{"id":"f3271b04-7c10-4fed-906c-9e79e584bc89","modelId":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","versionId":null,"locationId":"fdf937a9-5eeb-4e8d-a514-ef860b351b30","operatorId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","ownerId":null,"slug":"tesla-semi-pepsico-california","status":"operational","firstSeen":"2022-12-01T12:00:00.000Z","statusChangeReason":null,"contractType":null,"pilotOutcome":null,"endedAt":null,"unitsOnSite":null,"tasksPerformed":["transport"],"shiftStructure":null,"hoursPerDay":11,"siteType":"factory","operatorConfirmed":true,"humanSupervisionOnsite":null,"locationPrecisionTier":"verified_coordinates","deploymentScale":"medium_11_100","siteEnvironment":"outdoor","operatorType":"customer_deployed","sourceQualityTier":2,"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2022/12/16/pepsico-is-using-36-tesla-semis-in-its-fleet-and-is-upgrading-facilities-for-more-in-2023-exec-says.html","title":"PepsiCo using 36 Tesla Semis; Sacramento + Modesto split (Dec 2022)","sourceName":"CNBC"},{"url":"https://www.truckinginfo.com/news/pepsico-receives-tesla-semi-fleet","title":"21 Sacramento trucks; $4.5M SMAQMD grant for 18; Megachargers","sourceName":"Heavy Duty Trucking"},{"url":"https://www.benzinga.com/news/24/05/38936949/tesla-semi-fleet-grows-as-pepsico-takes-delivery-of-another-50-ev-trucks","title":"PepsiCo +50 Tesla Semis -> ~86 total; Fresno (May 2024)","sourceName":"Benzinga"}],"notes":"PepsiCo is the Tesla Semi's anchor fleet operator, taking its first trucks at Tesla's December 1, 2022 delivery event. The initial fleet of about 36 trucks split across two California sites: roughly 21 at PepsiCo's Sacramento bottling plant (heavier soda loads, ~100-mile local routes) and about 15 at Frito-Lay Modesto (lighter snack loads, ~425-mile hauls). A further 50 trucks began arriving the week of May 21, 2024, with Fresno cited as a delivery point, bringing the fleet to roughly 86. Each of the Modesto and Sacramento sites has four 750-kW Tesla Megachargers. 18 of the 21 Sacramento trucks and the Sacramento charging infrastructure were funded in part by a $4.5M grant from the Sacramento Metropolitan Air Quality Management District (CARB AB 617 / California Climate Investments); the Tesla Semi is also CARB-certified and HVIP-eligible. Note: this is a battery-electric fleet with driver-assist (Autopilot), not an autonomous deployment.","keyFacts":[{"label":"Operator","value":"PepsiCo (Frito-Lay Modesto + PepsiCo Beverages Sacramento + Fresno)"},{"label":"Fleet","value":"~36 initial (Dec 2022) growing to ~86 (May 2024)"},{"label":"Public funding","value":"$4.5M SMAQMD grant (18 Sacramento trucks + charging); HVIP-eligible"},{"label":"Verification","value":"VERIFIED operating fleet (multiple third-party confirmations)"},{"date":"2022-12-01","label":"Maturity stage at deployment start","value":"commercial","source":"model-level maturity_stage inherited at audit","category":"lifecycle_stage"}],"reviewNote":null,"exposureHours":null,"deploymentMilesEstimate":null,"exposureBasis":null,"customerSegment":"logistics","scaleTier":"commercial_10_99","contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":"1c233b26-c407-43b0-8509-115a3d738eab","customerExternalName":null,"createdAt":"2026-06-03T19:24:56.458Z","updatedAt":"2026-10-09T22:01:32.939Z","model":{"id":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","modelName":"Semi","slug":"tesla-semi","description":"The Tesla Semi is a Class 8 battery-electric heavy-duty truck (325-mile and 500-mile range variants), unveiled in November 2017 with first deliveries to PepsiCo on December 1 2022. The registry records it at commercial maturity on the strength of PepsiCo's sustained, multi-site, multi-year fleet operation (Sacramento beverage and Modesto Frito-Lay), with additional independent pilots at ArcBest/ABF and DHL (first delivery December 2025). Critically, the Tesla Semi is a human-driven electric truck: every deployed unit runs with a driver, Tesla has made no Level 4 claim, and it removed Autopilot/FSD references from the Semi's marketing. Full autonomy is a roadmap claim only, so the registry does not wire the Semi to Tesla's FSD stack. Volume production at the dedicated Giga Nevada Semi factory is targeted for 2026 (a repeatedly-slipped Tesla target); production is still ramping. 2017-era pricing of $150k-$180k is a stale projection.","formFactor":"truck","industryVertical":"logistics","environment":"road","maturityStage":"commercial","lifecycleState":"active","supersededByModelId":null,"specs":{"notes":[{"label":"Verified (electric-truck reality)","value":"A Class 8 battery-electric truck (325 + 500 mi variants), unveiled Nov 2017, first delivered to PepsiCo Dec 1 2022. PepsiCo runs a sustained multi-site fleet (Sacramento beverage + Modesto Frito-Lay); independent pilots with ArcBest/ABF and DHL (Dec 2025). All deployed units are HUMAN-DRIVEN."},{"label":"Stated-claim","value":"Volume production targeted 2026 at the dedicated Giga Nevada Semi factory (~50k/yr capacity) - repeatedly slipped (2019 -> 2022 low-rate -> 2025 -> 2026). 2017 pricing of $150k (300mi) / $180k (500mi) is a stale projection. Production is still ramping (pilot/low-rate)."},{"label":"Claimed / roadmap (NOT verified)","value":"Any autonomous/self-driving capability. The Semi is an electric truck, not an autonomous one: no enabled L4, no Tesla autonomy claim, FSD references removed from marketing. Recorded NOT wired to the tesla-fsd-bot brain (autonomy unverified)."},{"label":"Tesla family","value":"form_factor=truck; cohorts with autonomous-trucking AVs (Aurora, Kodiak, Bot Auto). Completes the Tesla physical-AI family alongside tesla-optimus, tesla-robotaxi, tesla-cybercab, and the tesla-fsd-bot brain - though the Semi's tie to FSD is roadmap, not realized."}],"range":"325-mile and 500-mile range variants (~500 mi headline)","battery":"822 kWh","autonomy":"human-driven today; autonomy is a roadmap claim only (no enabled/verified L4; Tesla removed FSD/Autopilot references from Semi marketing)","weight_kg":10433,"drivetrain":"battery-electric; ~500 mi at 80,000 lb; Megacharger / 750kW charging","formFactor":"truck (Class 8 battery-electric heavy-duty truck)","walk_speed_ms":"26.8"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2017/11/16/tesla-semi-truck-has-a-500-mile-range-ceo-elon-musk-reveals.html","title":"Tesla Semi unveiled (Nov 2017; 500-mile range variant)","sourceName":"CNBC"},{"url":"https://techcrunch.com/2022/12/01/tesla-reveals-long-awaited-semi-truck-and-begins-first-deliveries/","title":"Tesla begins first Semi deliveries to PepsiCo (Dec 1 2022, Giga Nevada)","sourceName":"TechCrunch"},{"url":"https://insideevs.com/news/661934/pepsico-fleet-tesla-semi-sacramento/","title":"PepsiCo Tesla Semi fleet (Sacramento beverage + Modesto Frito-Lay; route ranges)","sourceName":"InsideEVs"},{"url":"https://www.pepsico.com/en/newsroom/stories/2023/go-behind-the-wheel-with-pepsicos-first-tesla-semi-driver","title":"PepsiCo's first Tesla Semi DRIVER (human-driven; primary-customer confirmation)","sourceName":"PepsiCo (official)"},{"url":"https://www.ttnews.com/articles/tesla-semi-arcbest-pilot","title":"ArcBest/ABF Tesla Semi pilot (4,494 mi; human-driven fleet trial)","sourceName":"Transport Topics"},{"url":"https://electrek.co/2025/12/08/dhl-takes-tesla-semi-electric-truck/","title":"DHL Supply Chain takes first Tesla Semi (Dec 2025; customer base expanding)","sourceName":"Electrek"},{"url":"https://electrek.co/2025/04/28/tesla-gives-update-semi-factory-on-track-volume-production-2026/","title":"Tesla Semi factory update: volume production targeted 2026 (~50k/yr capacity)","sourceName":"Electrek"},{"url":"https://www.sec.gov/Archives/edgar/data/0001318605/000162828026026551/exhibit991.htm","title":"Tesla Q1 2026 SEC 8-K (Semi production ramp at dedicated Nevada factory)","sourceName":"SEC EDGAR (Tesla)"},{"url":"https://electrek.co/2022/12/03/tesla-semi-no-word-equipped-autopilot-full-self-driving/","title":"Tesla said nothing about Autopilot/FSD at Semi launch; refs removed (no L4 claim)","sourceName":"Electrek"},{"url":"https://www.tesla.com/semi","title":"Tesla Semi","sourceName":"Tesla (official)"},{"url":"https://calstart.org/zet-scale/","title":"ZET SCALE - CALSTART (2,500 Class 8 battery-electric trucks under contract)","sourceName":"CALSTART / Catalyst Mobility"},{"url":"https://electrek.co/2026/09/22/tesla-semi-2500-truck-order-zet-scale-largest-us/","title":"Tesla Semi wins 2,500-truck order, doubling US electric Class 8 fleet","sourceName":"Electrek","publishedAt":"2026-09-22"},{"url":"https://evwire.com/p/zet-scale-2500-electric-class8-trucks-tesla-primary-oem","title":"Shippers order 2,500 electric Class 8 trucks through ZET SCALE, Tesla named primary OEM","sourceName":"EVwire","publishedAt":"2026-09-22"},{"url":"https://www.instagram.com/p/DdmulkQj4zM/","title":"Tesla Semi factory opening event Sparks NV (invite-only, Sep 24 2026)","sourceName":"Instagram (@teslaownerssv / via Deploy.Report digest)","publishedAt":"2026-09-22"},{"url":"https://electrek.co/2026/09/24/tesla-semi-launch-sneak-peek-customers-announced/","title":"Tesla Semi launch sneak peek: several customers are being announced","sourceName":"Electrek","publishedAt":"2026-09-24"},{"url":"https://x.com/tesla_semi/status/2103289460767203424","title":"Semi is here / launching high volume production","sourceName":"Tesla Semi (X)","publishedAt":"2026-09-25"},{"url":"https://x.com/tesla_semi/status/2103290194585964753","title":"First Semi factory: 50,000/yr, 1.8M sq ft, all variants","sourceName":"Tesla Semi (X)","publishedAt":"2026-09-25"},{"url":"https://x.com/tesla_semi/status/2103296373546525111","title":"Deliveries start now","sourceName":"Tesla Semi (X)","publishedAt":"2026-09-25"},{"url":"https://x.com/tesla_semi/status/2103294432762372388","title":"2026 YTD uptime >98%","sourceName":"Tesla Semi (X)","publishedAt":"2026-09-25"},{"url":"https://electrek.co/2026/09/25/tesla-semi-volume-production-launch-nevada-factory/","title":"Tesla Semi finally enters volume production, 7 years behind schedule","sourceName":"Electrek","publishedAt":"2026-09-25"},{"url":"https://www.instagram.com/p/DduDSAklei7/","title":"Tesla opened first Semi-specific factory in Sparks; high-volume production underway (teslaownerssv via Instagram)","sourceName":"Instagram (@teslaownerssv)","publishedAt":"2026-09-25"},{"url":"https://www.instagram.com/p/DduS_-gAWa3/","title":"Full recap of Tesla Semi Sparks event announcements (notateslaapp via Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-09-25"},{"url":"https://x.com/tesla_semi/status/2103292965993242740","title":"Megamanifold next-gen heat pump (Tesla Semi X)","sourceName":"Tesla Semi (X)","publishedAt":"2026-09-25"},{"url":"https://evwire.com/p/tesla-semi-megamanifold-heat-pump","title":"Tesla explains details and advantages of the Semi Megamanifold heat pump","sourceName":"EVwire","publishedAt":"2026-09-25"},{"url":"https://www.notateslaapp.com/news/4740/tesla-unveils-next-gen-heat-pump-and-drivetrain-for-semi","title":"Tesla Unveils Next-Gen Heat Pump and Drivetrain for Semi","sourceName":"Not a Tesla App","publishedAt":"2026-09-26"},{"url":"https://www.instagram.com/p/DdwiTntmi6S/","title":"Tesla unveiled next-gen heat pump and drivetrain for Semi (notateslaapp IG)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-09-26"},{"url":"https://www.motortrend.com/features/why-tesla-semi-makes-business-sense-hmd-trucking","title":"HMD Trucking Built a 700-Truck Diesel Fleet. Now It's Buying 50 Tesla Semi Trucks.","sourceName":"MotorTrend","publishedAt":"2026-09-29"},{"url":"https://electrek.co/2026/10/08/tesla-semi-service-center-las-vegas-permit/","title":"Tesla files permit for Semi service center in Las Vegas as ramp begins","sourceName":"Electrek","publishedAt":"2026-10-08"},{"url":"https://electrek.co/2026/10/09/tesla-semi-megacharger-atlanta-savannah-pilot-georgia/","title":"Tesla opens 14 Semi Megacharger stalls between Atlanta and Savannah","sourceName":"Electrek","publishedAt":"2026-10-09"},{"url":"https://x.com/tesla_semi/status/2103291167236579408","title":"x.com","sourceName":"x.com"},{"url":"https://x.com/SawyerMerritt/status/2108717887263481883","title":"Fifth US Tesla Semi Megacharger / end-2026 network target","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-09"}],"aliases":["Tesla Semi","Tesla Semi Truck"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"keyFacts":[{"label":"Variants","value":"Standard Range (325 mi) and Long Range (500 mi at 82,000 lb gross), with three rear motors; charges on Megachargers at up to 750 kW."},{"label":"Autonomy","value":"Human-driven. Autonomy is a roadmap claim only; FSD is planned for Semi."},{"label":"Safety and cabin","value":"10 external cameras, a cabin camera and active emergency braking; a center driving position with two 16-inch touchscreens."},{"label":"Volume production (company-claimed)","value":"Tesla launched high-volume production at its Sparks, Nevada factory on Sep 24 2026 and said deliveries start now."},{"label":"Semi factory (company-claimed)","value":"The first factory built for Semi: 1.8M sq ft, 50,000 units a year, all variants on one line."},{"label":"Volume redesign (company-claimed)","value":"Four years of redesign: in-house 4680 cells, a new rotor, electric steering and a Megamanifold heat pump for cabin and powertrain."},{"label":"Fleet uptime (company-claimed)","value":"More than 98% uptime in 2026 to date."},{"label":"Price (2017 projection)","value":"$150,000 (300 mi) and $180,000 (500 mi), now stale."},{"label":"Customers (reported, Sep 2026)","value":"PepsiCo, DHL, ABF Freight, Einride (500 trucks), IMC Logistics (50) and HMD Trucking (50). US Foods, OK Produce, LTS and WattEV logos appeared at launch."},{"label":"ZET SCALE program (reported, unconfirmed)","value":"Tesla is primary, non-exclusive OEM for the first 2,500 trucks, alongside Kenworth, Volvo and RIDE; Microsoft and PepsiCo are founding shippers."},{"label":"ZET SCALE rollout (reported, unconfirmed)","value":"Across 10 freight hubs from Los Angeles to Newark, targeting 10,000+ trucks over time; ZET Lease takes residual-value risk off fleets."},{"label":"Charging corridor (reported, Oct 2026)","value":"Megachargers at Conley and Ellabell, Georgia form the first public Semi corridor outside California; Pilot sites in Tulare, Fort Stockton and North Las Vegas are next."},{"label":"Service network (reported, Oct 2026)","value":"A permit was filed for a Las Vegas Semi Service Center, the first of about 20 planned."},{"label":"Europe","value":"A France business development manager hired in August 2026 and listings in Germany; European deliveries expected around 2027."},{"label":"BC2BC corridor","value":"Part of the zero-emission corridor from Canada to Mexico (1,381 mi) targeting 2030."},{"label":"Fifth Megacharger (reported, unconfirmed)","value":"Sawyer Merritt says Tesla opened its fifth US Semi Megacharger, in the Tulare area, Oct 2026."}],"createdAt":"2026-06-03T17:24:54.987Z","updatedAt":"2026-10-12T23:30:22.337Z","unitsInFieldClaimed":null,"unitsInFieldVerified":null,"unitsManufacturedClaimed":null,"unitsManufacturedVerified":null,"unitsAsOf":null,"unitsSource":null,"salesModel":null,"priceUndisclosedSince":null,"autonomyClass":null,"autonomyStatement":null,"autonomyStatementSource":null,"demoForensics":null,"exportControlClass":null,"minCommitment":null,"warrantyTerms":null,"serviceModel":null,"productionRateClaimed":null,"productionRateEvidenced":null,"teleopRatioDisclosed":null,"interventionRateDisclosed":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; 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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"},{"url":"https://x.com/robotaxi/status/2108981691436224816","title":"One month after launch, we've scaled to 300+ Cybercabs serving Austin","sourceName":"X/@robotaxi","publishedAt":"2026-10-10"},{"url":"https://x.com/aelluswamy/status/2108986941127696515","title":"Two years since the 10/10 Cybercab WeRobot event; Dallas soon","sourceName":"X/@aelluswamy","publishedAt":"2026-10-10"},{"url":"https://x.com/SawyerMerritt/status/2108717887263481883","title":"Fifth US Tesla Semi Megacharger / end-2026 network target","sourceName":"X/@SawyerMerritt","publishedAt":"2026-10-09"},{"url":"https://www.contourglobal.com/news/contourglobal-breaks-ground-on-project-sterling-a-large-solar-plus-storage-project-in-arizona/","title":"ContourGlobal Breaks Ground on Project Sterling, a large Solar-Plus-Storage Project in Arizona","sourceName":"ContourGlobal","publishedAt":"2026-10-07"},{"url":"https://www.contourglobal.com/news/tesla-and-contourglobal-sign-long-term-power-agreement-covering-1-terawatt-hour-year-for-sterling-renewable-project/","title":"TESLA and ContourGlobal sign long-term power agreement covering 1 terawatt-hour/year for Sterling renewable project","sourceName":"ContourGlobal","publishedAt":"2026-07-28"},{"url":"https://electrek.co/2026/10/09/teslas-next-big-clean-energy-source-is-rising-in-the-arizona-desert/","title":"Tesla's next big clean energy source is rising in the Arizona desert","sourceName":"Electrek","publishedAt":"2026-10-09"},{"url":"https://www.instagram.com/p/DeU4-DYD3rX/","title":"Tesla robotaxi fleet tops 300 Cybercabs in Austin; Dallas next (NotATeslaApp Instagram)","sourceName":"Instagram (@notateslaapp / via Deploy.Report digest)","publishedAt":"2026-10-10"},{"url":"https://www.driveteslacanada.ca/news/tesla-cybercab-paris-motor-show-2026/","title":"Tesla Bringing Cybercab and FSD Test Drives to Paris Motor Show","sourceName":"Drive Tesla Canada","publishedAt":"2026-10-07"},{"url":"https://www.tesla-mag.com/mondial-auto-2026-tesla-essai-fsd-cybercab/","title":"Mondial de l'Auto 2026: Tesla FSD trials, Cybercab and Optimus on stand","sourceName":"Tesla Mag","publishedAt":"2026-10-07"},{"url":"https://www.cybercab.news/article/paris-motor-show-cybercab-oct6","title":"Bonjour, Cybercab: Tesla's Driverless Two-Seater Is Headed to the Paris Motor Show","sourceName":"CyberCab.News","publishedAt":"2026-10-06"},{"url":"https://x.com/Ideallady5/status/2109376577268052218","title":"Cybercab and Optimus at Paris Motor Show","sourceName":"X/@Ideallady5","publishedAt":"2026-10-11"},{"url":"https://static.nhtsa.gov/odi/inv/2026/INOA-DP26010-19159.pdf","title":"NHTSA ODI Resume DP26010: Exceeds posted speed limits in active school zones (Tesla Robotaxi)","sourceName":"NHTSA","publishedAt":"2026-10-09"},{"url":"https://static.nhtsa.gov/odi/inv/2026/INOV-DP26010-19160.pdf","title":"NHTSA ODI DP26010 opening resume: ODI report identification numbers","sourceName":"NHTSA","publishedAt":"2026-10-09"},{"url":"https://electrek.co/2026/10/12/nhtsa-tesla-robotaxi-school-zone-speeding-petition/","title":"NHTSA weighs probe into claims Tesla Robotaxis speed in school zones","sourceName":"Electrek","publishedAt":"2026-10-12"},{"url":"https://electrek.co/2026/10/13/tesla-china-sales-down-exports-double-export-rebate-cut/","title":"Tesla's China business is flipping: sales down 12%, exports double","sourceName":"Electrek","publishedAt":"2026-10-13"},{"url":"https://english.news.cn/20261012/e4ee511f92b74082873f48de3e7abb2d/c.html","title":"China to cut NEV export tax rebate rate to 9 pct from April 2027","sourceName":"Xinhua","publishedAt":"2026-10-12"},{"url":"https://szs.mof.gov.cn/zhengcefabu/202610/t20261012_4002592.htm","title":"Announcement on adjusting export tax rebate policies for certain products (MOF and STA Announcement 2026 No. 29)","sourceName":"Ministry of Finance of the PRC","publishedAt":"2026-10-12"},{"url":"https://electrek.co/2026/10/13/tesla-model-3-canada-orders-paused-china-import-quota/","title":"Tesla pauses Model 3 orders in Canada amid China EV quota","sourceName":"Electrek","publishedAt":"2026-10-13"},{"url":"https://electrek.co/2026/10/13/tesla-still-leads-us-supercharger-growth-but-its-raised-prices/","title":"Tesla still leads US fast-charger growth, but it's raised its prices","sourceName":"Electrek","publishedAt":"2026-10-13"},{"url":"https://www.paren.app/reports/us-ev-fast-charging-q3-2026","title":"US EV Fast Charging, Q3 2026 (State of the US Fast EV Charging Industry)","sourceName":"Paren","publishedAt":"2026-10-13"},{"url":"https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=e941c4a9-4f6b-46d1-9f89-a4e6d263815f","title":"Apollo Power buys 1 GWh of Tesla Megapack, launches AIDC resilient grid alliance","sourceName":"MoneyDJ","publishedAt":"2026-10-08"},{"url":"https://teslanewswire.com/articles/apollo-power-taiwan-260-megapack-2xl-1gwh-aidc-grid","title":"Taiwan's Apollo Power Orders 260 Megapack 2XL Units for About 1 GWh of Storage","sourceName":"Tesla News Wire","publishedAt":"2026-10-13"},{"url":"https://x.com/wholemars/status/2110134697640825137","title":"FSD 14.3.12 point release","sourceName":"X/@wholemars","publishedAt":"2026-10-13"},{"url":"https://www.notateslaapp.com/news/4818/tesla-roadster-event-how-to-watch-what-to-expect","title":"Tesla Roadster Event: How to Watch & What to Expect","sourceName":"Not a Tesla App","publishedAt":"2026-10-13"},{"url":"https://teslanewswire.com/articles/tesla-roadster-demo-october-15-what-confirmed-reservation-holders","title":"Tesla Roadster Demo Is Thursday, Oct. 15","sourceName":"Tesla News Wire","publishedAt":"2026-10-13"},{"url":"https://www.instagram.com/reel/Decdc4RzGiO/","title":"300+ Cybercabs serving Austin one month after launch; 8x in 30 days (Tesla Instagram)","sourceName":"Instagram (@teslamotors)","publishedAt":"2026-10-13"},{"url":"https://www.notateslaapp.com/software-updates/version/2026.38.5.1/release-notes","title":"2026.38.5.1 Official Tesla Release Notes","sourceName":"Not a Tesla App","publishedAt":"2026-10-13"},{"url":"https://teslant.com/en/changelog/tesla-fsd-v14-3-lite-hw3-intel-model-s-x-2026-38-5-1","title":"FSD v14 Lite Reaches the Intel-Era Model S and X","sourceName":"TeslAnt","publishedAt":"2026-10-14"},{"url":"https://electrek.co/2026/10/14/tesla-powerwall-sunrun-record-745-mw-california-grid-dispatch/","title":"Tesla Powerwalls supply most of record 745 MW California grid dispatch","sourceName":"Electrek","publishedAt":"2026-10-14"},{"url":"https://investors.sunrun.com/news-events/press-releases/detail/384/sunrun-leads-record-grid-dispatch-delivering-enough-energy","title":"Sunrun Leads Record Grid Dispatch Delivering Enough Energy to Power Every Home in San Francisco and San Jose","sourceName":"Sunrun","publishedAt":"2026-10-14"},{"url":"https://x.com/teslaenergy/status/2108240848878252365","title":"Tesla Energy: a new record for the largest Powerwall VPP event","sourceName":"Tesla Energy (X)","publishedAt":"2026-10-08"},{"url":"https://evwire.com/p/tesla-oman-launch-2027-muscat-hiring-scoop","title":"Scoop: Tesla will officially enter Oman in 2027, starts hiring in Muscat","sourceName":"EVwire","publishedAt":"2026-10-14"},{"url":"https://x.com/SawyerMerritt/status/2110393164909449616","title":"Sawyer Merritt on Tesla Oman 2027","sourceName":"Sawyer Merritt (@SawyerMerritt)","publishedAt":"2026-10-14"},{"url":"https://www.prnewswire.com/news-releases/nightpeak-energy-brings-bocanova-2-online-completing-300-mw-battery-storage-project-in-ercot-302907475.html","title":"Nightpeak Energy Brings Bocanova 2 Online, Completing 300 MW Battery Storage Project in ERCOT","sourceName":"PR Newswire (Nightpeak Energy)","publishedAt":"2026-10-13"},{"url":"https://www.instagram.com/p/DefYa6SAcF2/","title":"Tesla rolls out FSD v14 Lite to legacy Model S/X for first time (Not a Tesla App Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-10-14"},{"url":"https://www.instagram.com/p/DeetrFuFOcg/","title":"Tesla FSD Supervised v14 Lite rolling out to Intel-based Model S and X (Electrek Instagram)","sourceName":"Instagram (@electrek.co)","publishedAt":"2026-10-14"},{"url":"https://www.rbb24.de/wirtschaft/beitrag/2026/10/brandenburg-gruenheide-tesla-ausbau.html","title":"Tesla will im Dezember Unterlagen fuer weitere Produktionshalle einreichen","sourceName":"rbb24","publishedAt":"2026-10-14"},{"url":"https://www.faz.net/agenturmeldungen/dpa/tesla-schiebt-werksausbau-an-eine-million-autos-als-ziel-201363314.html","title":"Tesla schiebt Werksausbau an: Eine Million Autos als Ziel (dpa)","sourceName":"FAZ (dpa)"},{"url":"https://www.notateslaapp.com/news/4836/tesla-plans-to-expand-giga-berlin-output-to-1-million-vehicles-per-year","title":"Tesla Plans to Expand Giga Berlin Output to 1 Million Vehicles Per Year","sourceName":"Not a Tesla App"},{"url":"https://www.instagram.com/p/DeiEj_wj88U/","title":"Tesla plans to expand Giga Berlin output to 1 million vehicles per year (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-15"},{"url":"https://www.mindop.sk/media/tlacove-spravy/detail/slovensko-umoznilo-ciastocne-autonomne-riadenie-aut","title":"Slovensko umoznilo ciastocne autonomne riadenie aut (FSD Supervised)","sourceName":"Ministerstvo dopravy SR","publishedAt":"2026-10-16"},{"url":"https://spravy.stvr.sk/2026/10/slovensko-schvalilo-ciastocny-autonomny-system-riadenia-tesla-fsd/","title":"Slovensko schvalilo ciastocny autonomny system riadenia Tesla FSD","sourceName":"STVR","publishedAt":"2026-10-16"},{"url":"https://www.instagram.com/p/DekPzhrjwxo/","title":"Slovakia becomes the 9th European country to approve Tesla FSD Supervised (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-16"},{"url":"https://www.instagram.com/reel/DemDHBqxEC1/","title":"Powerwall virtual power plants set a California grid record during the heatwave (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-16"},{"url":"https://x.com/wholemars/status/2111318152084889985","title":"Tesla Robotaxi is now available until midnight","sourceName":"X / wholemars","publishedAt":"2026-10-17"},{"url":"https://x.com/XanderSky/status/2111295858708988367","title":"Robotaxi app alert: now available until midnight","sourceName":"X / XanderSky","publishedAt":"2026-10-17"},{"url":"https://x.com/spotted_model/status/2111292648887865745","title":"Notification says Robotaxi in Austin is now operating until midnight","sourceName":"X / spotted_model","publishedAt":"2026-10-17"},{"url":"https://x.com/dallastesla/status/2111309405840896167","title":"Called a Robotaxi in Dallas at 11:10pm; midnight cutoff in Dallas","sourceName":"X / dallastesla","publishedAt":"2026-10-17"},{"url":"https://www.teslarati.com/tesla-robotaxi-expands-hours-musk-explains-why-its-been-a-challenge/","title":"Tesla Robotaxi expands hours, Musk explains why it's been a challenge","sourceName":"Teslarati","publishedAt":"2026-10-05"}],"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, unconfirmed)","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, unconfirmed)","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, unconfirmed)","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":"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-claimed)","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-claimed)","value":"Sep 2026: FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion."},{"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-claimed)","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-claimed)","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-claimed)","value":"Jun 2026: 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."},{"label":"Cybercab Austin fleet (company-claimed, Oct 2026)","value":"Tesla Robotaxi says 300+ Cybercabs serve Austin one month after launch (8x in 30 days). Ashok Elluswamy says Dallas is next."},{"label":"Fifth US Semi Megacharger (reported, unconfirmed)","value":"Tesla opened its fifth US Semi Megacharger in the Central Valley, near Tulare (Oct 2026); not confirmed on Tesla Find Us."},{"label":"Paris Motor Show Cybercab (reported, Oct 2026)","value":"Mondial organizers list a US-fleet Cybercab on Tesla's Paris stand Oct 12-18 with Optimus Gen 2, Model 3/Y, Energy, and a Supercharger. Static display only; Europe Cybercab service not announced."},{"label":"Robotaxi population (NHTSA estimate, Oct 2026)","value":"NHTSA estimates about 1,000 MY2026 Model Y and Cybercab Robotaxis are covered by defect petition DP26010. An agency estimate, not a verified active fleet count."},{"label":"China retail sales Jan-Sep 2026 (CPCA)","value":"381,088 vehicles sold to buyers in China in the first nine months of 2026, down 11.9% from 432,704 a year earlier."},{"label":"China retail sales Q3 2026 (CPCA)","value":"142,133 vehicles in Q3 2026, down 16% year over year. September was 64,837, down 9.4%."},{"label":"Giga Shanghai exports Jan-Sep 2026 (CPCA)","value":"361,972 vehicles exported, up 108% from 173,660 a year earlier and already more than in any full year from 2023 to 2025."},{"label":"Giga Shanghai export share Jan-Sep 2026 (CPCA)","value":"Exports were 49% of Giga Shanghai wholesale of 743,060 vehicles, up from 29% a year earlier. Wholesale rose 22.5%."},{"label":"China NEV export VAT rebate cut (gov-stated, Oct 2026)","value":"China's finance ministry and tax administration will cut the VAT export rebate on new energy vehicles, which covers Giga Shanghai exports, from 13% to 9% from April 1, 2027."},{"label":"Model 3 Premium Canada orders paused (company-claimed)","value":"Tesla's Canadian site says Model 3 Premium orders are paused after high demand exhausted Tesla's import quota for China-built EVs, with ordering expected to resume March 2027."},{"label":"Canada China-built EV permits left (reported, Oct 2026)","value":"Canada's import permit tracker showed 33,069 of 49,000 China-built EV permits still available for the quota year as of Oct 9 2026 (15,931 used), per Electrek."},{"label":"US Supercharger ports added Q3 2026 (reported, Paren)","value":"1,287 new Supercharger ports (31.3% of US fast-charging additions) plus 124 at Supercharger for Business sites, the most of any US network."},{"label":"Supercharger non-member price Q3 2026 (reported, Paren)","value":"Average non-member price of 56.9 cents per kWh, up 15% year over year. Non-Tesla networks averaged about 53.3 cents for a fifth straight quarter."},{"label":"Supercharger member price Q3 2026 (reported, Paren)","value":"Average member price of 39.6 cents per kWh, up 9% year over year."},{"label":"FSD 14.3.12 point release (claimed, Oct 2026)","value":"Whole Mars Catalog reported a new FSD 14.3.12 point release went out on Oct 13 2026."},{"label":"Roadster event Oct 15 (reported, unconfirmed)","value":"Secondary coverage: Roadster demo streams Thu Oct 15 2026 around 8:55pm ET near Waco/McGregor, Texas, including optional SpaceX cold-gas thruster package."},{"label":"FSD v14 Lite on Intel Model S/X (company-claimed)","value":"Oct 14 2026: Tesla said FSD Supervised v14 Lite is rolling out to Intel-based Model S and X in software 2026.38.5.1."},{"label":"Sunrun and Tesla CA grid record (company-claimed, Oct 2026)","value":"Sunrun said its and Tesla's California home batteries delivered 745 MW on Oct 6 2026 and 669 MW on Oct 5, topping the 580 MW record of Sep 9 2026. No split by company was given."},{"label":"Oman market entry 2027 (reported)","value":"Tesla Middle East market lead said Oman launch in 2027; Muscat sales roles posted (Store Manager, Sales Advisor, Customer Experience Specialist). Secondary: EVwire Oct 14."},{"label":"Nightpeak Bocanova 2 Megapack (company-claimed)","value":"Nightpeak Energy Bocanova 2 (150 MW / 2-hour, Brazoria County, TX) reached COD Sep 17 2026 using Tesla Megapack 2 XL; Bocanova site total 300 MW."},{"label":"Giga Berlin second hall (reported, Oct 2026)","value":"Tesla plans a Dec 2026 permit filing for a second production hall of about 536,000 m2, with construction from 2027 at the earliest, toward up to 1 million vehicles a year."},{"label":"FSD Supervised Slovakia (government-stated)","value":"Slovak Ministry of Transport recognized the Dutch RDW preliminary type approval for Tesla FSD Supervised on Oct 16 2026; 9th EU country. Driver remains fully responsible."},{"label":"Austin Robotaxi hours (rider-reported, Oct 2026)","value":"Riders report an Oct 16 2026 app alert extending rides to 6am to midnight, up from 11pm; Dallas riders report the same. No official Tesla post yet. Musk ties night limits to spotting pets."}],"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":"2026-10-17T15:59:57.868Z"}},"version":null,"location":{"id":"fdf937a9-5eeb-4e8d-a514-ef860b351b30","name":"California","slug":"california","kind":"state","parentLocationId":"aa8b9c05-c836-4021-801f-59801970401e","region":"West Coast","lat":36.7783,"lng":-119.4179,"reviewStatus":"reviewed","aliases":["california-usa","California, USA"],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-05-23T22:08:25.511Z","updatedAt":"2026-08-08T16:40:34.019Z"},"operator":{"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; 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8x in 30 days (Tesla Instagram)","sourceName":"Instagram (@teslamotors)","publishedAt":"2026-10-13"},{"url":"https://www.notateslaapp.com/software-updates/version/2026.38.5.1/release-notes","title":"2026.38.5.1 Official Tesla Release Notes","sourceName":"Not a Tesla App","publishedAt":"2026-10-13"},{"url":"https://teslant.com/en/changelog/tesla-fsd-v14-3-lite-hw3-intel-model-s-x-2026-38-5-1","title":"FSD v14 Lite Reaches the Intel-Era Model S and X","sourceName":"TeslAnt","publishedAt":"2026-10-14"},{"url":"https://electrek.co/2026/10/14/tesla-powerwall-sunrun-record-745-mw-california-grid-dispatch/","title":"Tesla Powerwalls supply most of record 745 MW California grid dispatch","sourceName":"Electrek","publishedAt":"2026-10-14"},{"url":"https://investors.sunrun.com/news-events/press-releases/detail/384/sunrun-leads-record-grid-dispatch-delivering-enough-energy","title":"Sunrun Leads Record Grid Dispatch Delivering Enough Energy to Power Every Home in San Francisco and San Jose","sourceName":"Sunrun","publishedAt":"2026-10-14"},{"url":"https://x.com/teslaenergy/status/2108240848878252365","title":"Tesla Energy: a new record for the largest Powerwall VPP event","sourceName":"Tesla Energy (X)","publishedAt":"2026-10-08"},{"url":"https://evwire.com/p/tesla-oman-launch-2027-muscat-hiring-scoop","title":"Scoop: Tesla will officially enter Oman in 2027, starts hiring in Muscat","sourceName":"EVwire","publishedAt":"2026-10-14"},{"url":"https://x.com/SawyerMerritt/status/2110393164909449616","title":"Sawyer Merritt on Tesla Oman 2027","sourceName":"Sawyer Merritt (@SawyerMerritt)","publishedAt":"2026-10-14"},{"url":"https://www.prnewswire.com/news-releases/nightpeak-energy-brings-bocanova-2-online-completing-300-mw-battery-storage-project-in-ercot-302907475.html","title":"Nightpeak Energy Brings Bocanova 2 Online, Completing 300 MW Battery Storage Project in ERCOT","sourceName":"PR Newswire (Nightpeak Energy)","publishedAt":"2026-10-13"},{"url":"https://www.instagram.com/p/DefYa6SAcF2/","title":"Tesla rolls out FSD v14 Lite to legacy Model S/X for first time (Not a Tesla App Instagram)","sourceName":"Instagram (@notateslaapp)","publishedAt":"2026-10-14"},{"url":"https://www.instagram.com/p/DeetrFuFOcg/","title":"Tesla FSD Supervised v14 Lite rolling out to Intel-based Model S and X (Electrek Instagram)","sourceName":"Instagram (@electrek.co)","publishedAt":"2026-10-14"},{"url":"https://www.rbb24.de/wirtschaft/beitrag/2026/10/brandenburg-gruenheide-tesla-ausbau.html","title":"Tesla will im Dezember Unterlagen fuer weitere Produktionshalle einreichen","sourceName":"rbb24","publishedAt":"2026-10-14"},{"url":"https://www.faz.net/agenturmeldungen/dpa/tesla-schiebt-werksausbau-an-eine-million-autos-als-ziel-201363314.html","title":"Tesla schiebt Werksausbau an: Eine Million Autos als Ziel (dpa)","sourceName":"FAZ (dpa)"},{"url":"https://www.notateslaapp.com/news/4836/tesla-plans-to-expand-giga-berlin-output-to-1-million-vehicles-per-year","title":"Tesla Plans to Expand Giga Berlin Output to 1 Million Vehicles Per Year","sourceName":"Not a Tesla App"},{"url":"https://www.instagram.com/p/DeiEj_wj88U/","title":"Tesla plans to expand Giga Berlin output to 1 million vehicles per year (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-15"},{"url":"https://www.mindop.sk/media/tlacove-spravy/detail/slovensko-umoznilo-ciastocne-autonomne-riadenie-aut","title":"Slovensko umoznilo ciastocne autonomne riadenie aut (FSD Supervised)","sourceName":"Ministerstvo dopravy SR","publishedAt":"2026-10-16"},{"url":"https://spravy.stvr.sk/2026/10/slovensko-schvalilo-ciastocny-autonomny-system-riadenia-tesla-fsd/","title":"Slovensko schvalilo ciastocny autonomny system riadenia Tesla FSD","sourceName":"STVR","publishedAt":"2026-10-16"},{"url":"https://www.instagram.com/p/DekPzhrjwxo/","title":"Slovakia becomes the 9th European country to approve Tesla FSD Supervised (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-16"},{"url":"https://www.instagram.com/reel/DemDHBqxEC1/","title":"Powerwall virtual power plants set a California grid record during the heatwave (Instagram)","sourceName":"Instagram","publishedAt":"2026-10-16"},{"url":"https://x.com/wholemars/status/2111318152084889985","title":"Tesla Robotaxi is now available until midnight","sourceName":"X / wholemars","publishedAt":"2026-10-17"},{"url":"https://x.com/XanderSky/status/2111295858708988367","title":"Robotaxi app alert: now available until midnight","sourceName":"X / XanderSky","publishedAt":"2026-10-17"},{"url":"https://x.com/spotted_model/status/2111292648887865745","title":"Notification says Robotaxi in Austin is now operating until midnight","sourceName":"X / spotted_model","publishedAt":"2026-10-17"},{"url":"https://x.com/dallastesla/status/2111309405840896167","title":"Called a Robotaxi in Dallas at 11:10pm; midnight cutoff in Dallas","sourceName":"X / dallastesla","publishedAt":"2026-10-17"},{"url":"https://www.teslarati.com/tesla-robotaxi-expands-hours-musk-explains-why-its-been-a-challenge/","title":"Tesla Robotaxi expands hours, Musk explains why it's been a challenge","sourceName":"Teslarati","publishedAt":"2026-10-05"}],"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, unconfirmed)","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, unconfirmed)","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, unconfirmed)","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":"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-claimed)","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-claimed)","value":"Sep 2026: FSD Supervised v14.3.9 can take over when a collision is imminent or the driver is heavily distracted, often called Automatic Collision Evasion."},{"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-claimed)","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-claimed)","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-claimed)","value":"Jun 2026: 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."},{"label":"Cybercab Austin fleet (company-claimed, Oct 2026)","value":"Tesla Robotaxi says 300+ Cybercabs serve Austin one month after launch (8x in 30 days). Ashok Elluswamy says Dallas is next."},{"label":"Fifth US Semi Megacharger (reported, unconfirmed)","value":"Tesla opened its fifth US Semi Megacharger in the Central Valley, near Tulare (Oct 2026); not confirmed on Tesla Find Us."},{"label":"Paris Motor Show Cybercab (reported, Oct 2026)","value":"Mondial organizers list a US-fleet Cybercab on Tesla's Paris stand Oct 12-18 with Optimus Gen 2, Model 3/Y, Energy, and a Supercharger. Static display only; Europe Cybercab service not announced."},{"label":"Robotaxi population (NHTSA estimate, Oct 2026)","value":"NHTSA estimates about 1,000 MY2026 Model Y and Cybercab Robotaxis are covered by defect petition DP26010. An agency estimate, not a verified active fleet count."},{"label":"China retail sales Jan-Sep 2026 (CPCA)","value":"381,088 vehicles sold to buyers in China in the first nine months of 2026, down 11.9% from 432,704 a year earlier."},{"label":"China retail sales Q3 2026 (CPCA)","value":"142,133 vehicles in Q3 2026, down 16% year over year. September was 64,837, down 9.4%."},{"label":"Giga Shanghai exports Jan-Sep 2026 (CPCA)","value":"361,972 vehicles exported, up 108% from 173,660 a year earlier and already more than in any full year from 2023 to 2025."},{"label":"Giga Shanghai export share Jan-Sep 2026 (CPCA)","value":"Exports were 49% of Giga Shanghai wholesale of 743,060 vehicles, up from 29% a year earlier. Wholesale rose 22.5%."},{"label":"China NEV export VAT rebate cut (gov-stated, Oct 2026)","value":"China's finance ministry and tax administration will cut the VAT export rebate on new energy vehicles, which covers Giga Shanghai exports, from 13% to 9% from April 1, 2027."},{"label":"Model 3 Premium Canada orders paused (company-claimed)","value":"Tesla's Canadian site says Model 3 Premium orders are paused after high demand exhausted Tesla's import quota for China-built EVs, with ordering expected to resume March 2027."},{"label":"Canada China-built EV permits left (reported, Oct 2026)","value":"Canada's import permit tracker showed 33,069 of 49,000 China-built EV permits still available for the quota year as of Oct 9 2026 (15,931 used), per Electrek."},{"label":"US Supercharger ports added Q3 2026 (reported, Paren)","value":"1,287 new Supercharger ports (31.3% of US fast-charging additions) plus 124 at Supercharger for Business sites, the most of any US network."},{"label":"Supercharger non-member price Q3 2026 (reported, Paren)","value":"Average non-member price of 56.9 cents per kWh, up 15% year over year. Non-Tesla networks averaged about 53.3 cents for a fifth straight quarter."},{"label":"Supercharger member price Q3 2026 (reported, Paren)","value":"Average member price of 39.6 cents per kWh, up 9% year over year."},{"label":"FSD 14.3.12 point release (claimed, Oct 2026)","value":"Whole Mars Catalog reported a new FSD 14.3.12 point release went out on Oct 13 2026."},{"label":"Roadster event Oct 15 (reported, unconfirmed)","value":"Secondary coverage: Roadster demo streams Thu Oct 15 2026 around 8:55pm ET near Waco/McGregor, Texas, including optional SpaceX cold-gas thruster package."},{"label":"FSD v14 Lite on Intel Model S/X (company-claimed)","value":"Oct 14 2026: Tesla said FSD Supervised v14 Lite is rolling out to Intel-based Model S and X in software 2026.38.5.1."},{"label":"Sunrun and Tesla CA grid record (company-claimed, Oct 2026)","value":"Sunrun said its and Tesla's California home batteries delivered 745 MW on Oct 6 2026 and 669 MW on Oct 5, topping the 580 MW record of Sep 9 2026. No split by company was given."},{"label":"Oman market entry 2027 (reported)","value":"Tesla Middle East market lead said Oman launch in 2027; Muscat sales roles posted (Store Manager, Sales Advisor, Customer Experience Specialist). Secondary: EVwire Oct 14."},{"label":"Nightpeak Bocanova 2 Megapack (company-claimed)","value":"Nightpeak Energy Bocanova 2 (150 MW / 2-hour, Brazoria County, TX) reached COD Sep 17 2026 using Tesla Megapack 2 XL; Bocanova site total 300 MW."},{"label":"Giga Berlin second hall (reported, Oct 2026)","value":"Tesla plans a Dec 2026 permit filing for a second production hall of about 536,000 m2, with construction from 2027 at the earliest, toward up to 1 million vehicles a year."},{"label":"FSD Supervised Slovakia (government-stated)","value":"Slovak Ministry of Transport recognized the Dutch RDW preliminary type approval for Tesla FSD Supervised on Oct 16 2026; 9th EU country. Driver remains fully responsible."},{"label":"Austin Robotaxi hours (rider-reported, Oct 2026)","value":"Riders report an Oct 16 2026 app alert extending rides to 6am to midnight, up from 11pm; Dallas riders report the same. No official Tesla post yet. Musk ties night limits to spotting pets."}],"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":"2026-10-17T15:59:57.868Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/tesla-semi-pepsico-california","url":"https://registry.deploy.report/deployments/tesla-semi-pepsico-california","name":"Semi at California","identifier":"f3271b04-7c10-4fed-906c-9e79e584bc89","startDate":"2022-12-01T12:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/california","name":"California"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/tesla","name":"Tesla"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/tesla-semi","name":"Semi"},"publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":"commercial","lifecycle_state":"active","architectural_position":{"cohort":"truck","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":3,"primary_source_types":["secondary-established-publication"]}}}