Tesla just registered another 81 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 546, according to the Texas DMV. This means Tesla has now added nearly 200 Cybercabs to its robotaxi in just the last week alone.

Here are the most important highlights from @Tesla's Q3 2026 earnings call: • Tesla's 2027 Megapack production capacity is nearly sold out. • Tesla is aiming to produce 5 million vehicles annually by 2030. • Customers are increasingly visiting Tesla showrooms specifically to experience FSD rather than shopping for a particular vehicle model. • Tesla said more than 75% of new North American vehicle deliveries included a paid FSD subscription signup, despite every vehicle already coming with a free one-month trial. • FSD financial disclosure: Tesla plans to disclose additional FSD financial and operating metrics as the business scales, including subscription revenue and churn rates. • Elon said Tesla is hoping for EU-wide FSD approval within a few months and would be surprised if approval takes longer than Q1 2027, although the timing depends on regulators. • Unsupervised FSD for customer vehicles: Tesla expects to enable some customer-owned vehicles to participate in its autonomous Robotaxi network around Q2 2027, subject to fleet-management and geofencing requirements. • Tesla is developing its own AI-based mapping and navigation system that will rely on intelligence gathered from its vehicle fleet rather than traditional third-party mapping systems. The system will support conversational voice commands, personalized routing preferences, improved parking, and more intelligent destination handling. •  Tesla plans to launch Cybercab service in Dallas in November 2026, followed by additional cities. • Tesla plans to progressively extend robotaxi operating hours, with the goal of reaching 24/7 service by the end of 2026. Tesla expects to expand service to highways, higher-speed roads, additional weather conditions, and nighttime operations by the end of 2026. • Elon expects Robotaxi to begin making a noticeable contribution to Tesla's financial results around Q2 2027, potentially becoming a significant business by Q3 or Q4 2027. • Tesla is targeting the first deliveries of Cybercabs to fleet owner customers by the end of 2026, but Elon said the vast majority of Cybercabs will be Tesla-owned and operated as transportation-as-a-service vehicles rather than sold directly to consumers. • Tesla has started early Optimus production. Elon said: "The growth of Optimus is an S curve, but the initial curve is a shallow slope. There's still some things we need to tweak about the design. There's still quite a lot of work to do with the AI in the robot. I would expect that the AI, the electromechanical design, reliability, usage life, expect these issues to be solved by the end of next year." • Elon said most of the equipment for an Optimus production line designed to manufacture approximately 1 million robots annually is already at Fremont. Elon expects it will take at least another year, possibly longer, to reach an annualized production rate of approximately 1 million Optimus robots, equivalent to roughly 20,000 per week. • Elon said Tesla may release a new Optimus V3 demonstration video within one or two months, saying that it should show genuinely AI-driven tasks rather than preprogrammed movements. • Tesla is targeting mid-2027 to integrate its AI5 chip into Optimus. • Management said Optimus production costs are trending toward the expected manufacturing cost of Cybercab, although the robot's design is still being refined. • Tesla hopes to manufacture its first experimental semiconductor chips around May or June 2027. Tesla is targeting useful chip production at volume in Terafab around Q3 2028. • Management expects higher Megapack average selling prices and further improvements in gross margins (currently 33%) as production expands.

Elon Musk on Tesla's Q3 earnings call: "We've been laying the groundwork for a lot more manufacturing capacity. We're aiming for 5 million vehicles a year by 2030."

Cybercab wait times are basically zero right now

Woah! Tesla just registered a record 150 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 319 (up from 169), according to the Texas DMV. Tesla just nearly doubled its registered Cybercabs overnight.