Tag: Optimus
Autonomy
The Car Without a Steering Wheel Is Now the Majority: Cybercabs Outnumber Model Ys in Tesla’s Texas Robotaxi Fleet
Tesla's Texas Robotaxi roster passed 1,000 on Tuesday, and Cybercabs now outnumber Model Ys 544 to 507. Tesla also says Optimus will soon plug the cars in to charge, and Musk says beach coverage is 'coming soon' in Miami and Tampa.
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.
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
Figure 03 Has Walked 348 Miles on a Treadmill, and Nobody Has Told It to Stop
Figure's humanoid has walked nine straight days and 1.2 million steps on a treadmill in a stress test that's still running. Here's what it does and doesn't prove.
Robotics
Musk on Optimus: Magnet Curbs Cost Months, Hands Are ‘Shockingly Difficult’
Elon Musk says China magnet curbs set Optimus back 2-3 months, hands remain the hardest problem, and production will ramp slowly at first.
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SpaceXSI
Ship 42 Aces Its Static Fires: Starship Flight 15 Is Cleared on the Stand as Florida Goes Quiet for Starship
SpaceX says Ship 42 finished a full six-engine static fire and a single-engine deorbit-burn test, so both Flight 15 stages are done on the stand ahead of a two-stage catch attempt. Florida, meanwhile, pauses Falcon 9 for six weeks to get Pad 39A ready for Starship.
Tesla
Tesla Is ‘Officially Coming’ to Vietnam, and Its First Five Job Ads Include One Very Busy Charging Hire
Tesla's Asia Pacific recruiter says the company is "officially coming to Vietnam" and has posted five local jobs: sales, service, HR, purchasing and a charging developer expected to juggle 20-plus sites. No launch date, models or prices yet.
Stock Watch
Stock Watch: Enphase Craters 16%, Tesla Slips Off $407, Tokyo Chips Keep Climbing
Enphase plunged 16.03% after its miss and soft guide hit the regular session, Tesla gave back 0.80% to $404.22, and Renesas led Tokyo with a 7.47% jump as the Nikkei added 686 points.
EV Industry
China’s NEV Retail Sales Fall 13% in Oct. 1-25 as Factories Keep Shipping
CPCA data shows China's NEV retail sales at 753,000 for Oct. 1-25, down 13% year over year, while wholesale rose 3% to 1.008 million. Overall car retail fell 26%, keeping the NEV share at 65.7%, and inventory pressure is building.
Energy
Xpeng’s Iron Humanoid Gets Its Solid-State Batteries Before It Gets a Production Start
Xpeng VP Gu Jie says solid-state batteries designed for the Iron humanoid robot have entered small-batch production, while Iron itself is still pre-SOP. Mass production is targeted for the end of 2026, with Xpeng stores first in 2027.