Q3 Shareholder Update → ir.tesla.com
Highlights
– FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA
– Unveiled the next-gen Roadster
– Record deliveries in Canada, Australia, Japan & Taiwan
– Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load
– Ended the quarter with the largest backlog for our passenger vehicles in 4 years!
FSD Supervised
– 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia)
– FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval
Robotaxi
– Deployed Cybercab into our Austin fleet
– Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter
– Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms
– Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice.
Transport, office & living room in one
Robotics
– Started production of @Tesla_Optimus on our high-volume lines in Fremont.
These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product
SI Compute
– On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy
– Austin Fab construction continues, equipment commissioning planned for 2027
Battery
– Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada
– Shipped the first Megapacks built entirely with our own LFP cells
– Increasing 4680 output to support ramp of Cybercab, Semi & Model Y
Energy
– Megafactory Texas is up & running, with Megapack 3 production started
– Highest-ever order rate & backlog for energy storage
Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable
All with less local fossil fuel generation
Supporting Infrastructure
– Added 2,100+ net new Supercharger stalls, up 14% year over year