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Independent Tesla intelligence

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FSD releases, robotaxi cities, Optimus, deliveries and the stock, all tracked, sourced and explained. Plus a store for people who live it.

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The trackers

Every release.
Every city.
Every quarter.

FSD wide release

v14.3.9

Robotaxi metros live

7

Q3 2026 deliveries

486,532

TSLA

$383.20

The latest

Today’s signal

All stories

Deliveries//2 min

Q3 2026: Cars beat, storage slips, and the real test is October 21

Tesla delivered 486,532 vehicles, about 24,600 more than the consensus it compiles itself. Storage deployments missed, and the stock now heads into earnings with margins in focus.

Read the story

Earnings//1 min

Earnings preview: the five numbers that will decide October 21

After a 1.4% operating margin and negative free cash flow last quarter, Tesla's Q3 report is about profitability, not volume. Here's what to watch and why.

China//1 min

Shanghai-built Tesla sales rise 5% in September, an 11th straight monthly gain

Giga Shanghai sold 95,366 cars including exports, extending its year-over-year growth streak as European demand offsets a tough Chinese retail market.

Most recent

01

Semi//1 min

Tesla Semi is finally in volume production, and its first charging corridor just opened

02

Release//1 min

FSD v14.3.11 starts rolling out, and HW3 cars get a matching Lite build

03

Regulation//2 min

FSD in Europe: eight countries in, EU vote slips to December

04

Powershare//1 min

Model 3 and Model Y can now power your house

05

Cybercab//1 min

Cybercab makes its European debut at the Paris Motor Show

Trackers

The dashboards nobody else keeps

Sourced, dated and updated as things change. Each tile opens a full tracker.

FSD · current wide release

v14.3.9

Rolled out Sep 12, 2026

Robotaxi · markets

7

metros open to riders · 9 tracked in total

    Deliveries · by quarter

    Q4·24Q2·25Q4·25Q2·26

    Q3 2026: 486.5K delivered

    Optimus · latest milestone

    Sep 25, 2026

    Output reportedly reaches several hundred a week

    Per The Information (via Electrek): up from a few dozen per week in Q2; mostly used internally. Hands and sensor reliability cited as bottlenecks. Single paywalled source.

    TSLA · 6 months

    $383

    +2.19% today

    Calendar

    What’s next

    Full calendar

    event · confirmed

    Oct 12

    2026 Monday

    Paris Motor Show opens

    Cybercab’s first European display, Optimus Gen 2 and FSD test drives (Oct 12–18, Hall 7.1).

    Next up

    product · confirmed

    Oct 15

    2026 Thursday

    Next-gen Roadster unveil

    Outdoor demo at SpaceX’s McGregor site near Waco, TX. Weather-dependent and already moved once.

    earnings · confirmed

    Oct 21

    2026 Wednesday

    Q3 2026 earnings

    After the close; Q&A webcast 4:30 pm CT. Consensus EPS ≈ $0.45 (non-GAAP).

    regulatory · expected

    Dec 1

    2026 Tuesday

    EU TCMV meeting (earliest EU-wide FSD vote)

    Exact December date not yet published. Approval needs a qualified majority.

    Store · Drop 01 — SIGNAL

    Merch for people who read the release notes

    Original designs printed on premium blanks, made to order and shipped worldwide. Heavyweight tees, embroidered fleece, desk mats and art prints.

    Shop the drop
    Signal Over Noise TeeDrop 01
    View

    Signal Over Noise Tee

    The house motto, printed big on the back.

    from $38

    Vision Only TeeDrop 01
    View

    Vision Only Tee

    Eight cameras. Zero lidar. One opinion.

    from $38

    Recon HoodieDrop 01
    View

    Recon Hoodie

    Heavy fleece. Embroidered mark. Coordinates on the back.

    from $78

    No Hands. Diamond Hands. Mug
    View

    No Hands. Diamond Hands. Mug

    For the long hold and the longer commute.

    from $24

    Archive

    More from the desk

    All stories

    Analysis//2 min

    Robotaxi, October 2026: seven metros, a million unsupervised miles, two cities waiting

    Tesla's ride service now runs in Texas, Florida and the Bay Area. Here is where it is truly driverless, where a monitor still rides along, and what's holding up Las Vegas and Phoenix.

    Model 3//1 min

    Model 3 gets a 16-inch screen and a 528 hp Performance, at the same prices

    Every US Model 3 now gets a larger centre display. The Performance gains range and power, the Premium AWD gets quicker, and none of the prices move.

    Governance//1 min

    The SEC clears Tesla's “vote with the board” program as SpaceX merger talk grows

    Retail shareholders can now opt in to have their shares vote automatically with the board. No 2026 annual meeting has been scheduled, and no merger has been announced.

    Balance sheet//1 min

    Tesla lines up $30 billion of credit for a capex supercycle

    New facilities with Citi and Wells Fargo replace an undrawn $5B line. Tesla reportedly doesn't plan to draw in 2026, but with negative free cash flow in Q2 the cushion matters.

    Roadster//1 min

    The new Roadster's big night moves to October 15

    Tesla pushed the outdoor demo, reportedly involving SpaceX cold-gas thrusters, from October 1 to October 15 at SpaceX's McGregor site. Reservations cost $50,000.

    Production//1 min

    Optimus output reportedly hits several hundred a week. The V3 reveal is still missing

    A report says Fremont's former Model S/X space is now building humanoid robots at a growing clip, mostly for internal use. Hands, sensors and generalization are the bottlenecks.

    The Brief

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    The week in FSD, robotaxi, Optimus and the stock, with links to the sources. Read by owners, investors and the plain curious.

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