Robotics
Tesla Optimus Is in ‘Early Production’: New Video in 1-2 Months, AI5 Inside by April 2027
Musk says Optimus is in early production in Fremont but will take at least a year to reach 20,000 a week. The hand is still the hard part, a new video could come in a month or two, and AI5 goes into Optimus around April 2027.
Tesla
Tesla Q3 2026 Earnings: Flat Revenue, Thin Margins, a Fat Backlog and a Record Quarter in Japan
Tesla's Q3 2026 revenue was $28.05 billion, flat year over year, with adjusted EPS of 48 cents and a 2.6% operating margin. Free cash flow beat expectations at $1.5 billion, the backlog is the biggest in four years, and Japan had record deliveries.
Autonomy
Tesla’s New Robotaxi Scoreboard: 3.1 Million Driverless Miles, Zero Injuries, and Four New Cities
Tesla's new Robotaxi Safety Report shows 3.1 million fully autonomous miles from January 22 to October 18 with zero injuries, zero airbag deployments and zero pedestrians or cyclists hit. Next up: Las Vegas, Jacksonville, Phoenix and San Antonio.
SpaceXSI
Tesla and SpaceX Form Merger Committees, and Musk Calls It an ‘Odd Kabuki Dance’
Musk says Tesla and SpaceX have each formed special committees of independent directors to weigh a merger. He likes the idea, but no terms are agreed and Tesla would need 50% of all shares.
Autonomy
Tesla FSD v14.3.13 Rolls Out in 2026.38.5.10: Same Notes, Quiet Changes, and Grok Leaves Beta
Tesla is rolling out FSD (Supervised) v14.3.13 in update 2026.38.5.10. The notes match v14.3.12, but FSD Streaks reach legacy Model S and X and Grok drops its beta label.
Japan
Japan’s EV Subsidy Gets Cut From January: Tesla Model 3 and Y Drop From ¥1.27M (about $8,090) to ¥762,000 (about $4,850)
Japan will pay roughly 60% to 80% of today's CEV subsidy for EVs first registered from Jan 1, 2027. A Tesla Model 3 or Model Y drops from ¥1.27 million to ¥762,000, so registration timing now matters.
Tesla
Tesla Wants Your Vote: Musk, Denholm and Straubel Are on the Ballot for Dec. 3
Tesla asks shareholders to vote FOR all three proposals at its Dec. 3 annual meeting, opens the in-person lottery, and rolls out a 2026 highlight reel two days before Q3 earnings.
Robotics
Tesla Optimus V3 Is ‘Essentially Frozen,’ and That’s the Hottest News a Robot Can Get
A key supplier says Tesla Optimus V3's design is essentially frozen, with mass production targeted by the end of 2026.
Japan
FSD in Japan by New Year’s? Tesla Japan’s Boss Says He’s Pushing for ‘100%’
Tesla Japan President Richi Hashimoto tells Nikkei he's going all out to bring FSD (Supervised) to Japan in 2026. Here's the timeline, the hurdles, and what's realistic.
SpaceXSI
Tesla and SpaceX Are Suddenly Following Each Other on X, and the Merger Rumor Mill Is Loving It
Gwynne Shotwell reportedly followed Tesla on X, and execs at both companies followed each other. Here's what analysts and prediction markets say about a Tesla-SpaceX merger.
Popular articles
Japan
Toyota Builds It, Waymo Drives It: Driverless bZ4X Taxis Start Testing in Japan in 2027
Waymo picked Toyota's bZ4X for its Japan robotaxi, built and fitted with Waymo hardware at Toyota's Takaoka plant. Testing starts in Japan in 2027, with the UK next. Fleet size and city are still unannounced.
Starlink
Starlink Starts Dynamic Pricing for Home Internet: Up to 20% More in Some Towns, Less in Others
SpaceX is moving Starlink Residential plans to area-based pricing reviewed roughly quarterly. Residential Max jumps to $156 in Rolla, Missouri, and drops to $104 in Marysville, Kansas. Every new price is the list price plus or minus 10% or 20%.
Tesla
Tesla China Halves the Down Payment on Model 3 and Model Y to 39,900 Yuan With 0% Financing
Tesla China's new "Te Congrong" plan cuts the minimum down payment on 0% five-year loans for the Model 3 and Model Y to 39,900 yuan (about $5,980), half the previous level, for orders through Nov. 30. We checked the math: the 0% is real, but some cash perks shrank.
Stock Watch
Stock Watch: Intel’s 28% Meltdown Fries Chip Stocks, SpaceX Slips Under Its IPO Price, Tesla Keeps Its Cool
Intel's 28.58% plunge dragged chip stocks and the Nasdaq (−2.86%) lower, SpaceX closed under its $135 IPO price, and Tesla slipped just 0.87% to $399.81. Plus Tokyo's AI-stock selloff.
Autonomy
Tesla Launches Its First FSD Referral Program, and Robotaxi Now Runs Until 2 AM
Tesla's first FSD-only referral program is live in the US: friends get a free month of FSD (Supervised), and referrers earn a free month or a $99 credit, up to 12 times a year. Robotaxi hours now stretch to 2 AM, with Calm Mode and Grok in the Model Y fleet.