NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab. The proposed changes include: • Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls." • Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches. • Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls. • Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation. • Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility. • Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts. NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.

Tesla says they have officially started Optimus production in Fremont on their high-volume lines. "The bots coming off this line are the first production quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."

Tesla has just released a new video compilation of its fully autonomous/unsupervised Robotaxis (including Cybercabs and Model Ys) avoiding collisions and pedestrians, driving in heavy rain, stopping for emergency vehicles and animals, navigating tricky scenarios, and more.

JPMorgan has raised its SpaceX price target to $500 (from $240), which would be a $6.6 trillion market cap. The analyst now forecasts 2027 SpaceX revenue of $254 billion. Computing capacity could reach 10 GW by year-end. He said he continues to see strong strategic logic in a potential merger between SpaceX and Tesla.

Tesla has just released its Q3 earnings results. Highlights: • EPS (non-GAAP): $0.48 (vs. $0.45 est) • Revenue: $28.05B (vs. $28.3B est) • Adjusted EBITDA: $3.90B • Active FSD Subscriptions: 1.74M, up 67% YoY from 1.04M • Net income (GAAP): $787M • Free cash flow: $1.53B • Capex: $4.73B • Cash & marketable securities: $45.45B, up 9% YoY

Tesla just introduced a new Robotaxi and safety report website with lots of new info, including a live Robotaxi mile counter. Here’s everything new: • People Injured by Tesla Robotaxis: 0 • Tesla Robotaxi Airbag Deployments: 0 • Pedestrians or Cyclists Hit: 0 Tesla Robotaxi miles by city: • Austin, TX: 2,118,015 • Dallas, TX: 608,130 • Houston, TX: 225,964 • Miami, FL: 46,262 • Orlando, FL: 61,053 • Tampa, FL: 53,117 Other new Robotaxi info: • Miles driven after dark: 862,000 • Miles in rain: 113,000 • Miles in rush hour: 575,000 tesla.com/robotaxi/safety

Hutto, Texas City Council has directed staff to compare costs for a three-vehicle test of @Tesla Cybertrucks for the Hutto Police Department, after Council member Jerrel Reynolds bought one in April and found its fuel and maintenance costs to be low. The Las Vegas Police Department has 10 Cybertrucks in its fleet (pictured below), Reynolds said, and he suggested the city reach out to that department for more information. “I think this is the future," Mayor Mike Snyder said. Each Police Cybertruck is expected to save the Las Vegas PD $9,500 a year in fuel and maintenance costs alone. It's the #1 most American-made police truck.

The Ferrari CEO praised @Tesla's new Roadster unveil today: "It ​certainly shows that in the automotive world there's ​still ⁠a lot to be done. We have to keep dreaming. As a European, thank you for showing us how that, even in an old ⁠world, ​you can still innovate and dare." He gave the Roadster launch 10 out of 10 for technology and 10 out of 10 for presentation.

The slowest version of the new @Tesla Roadster (<1.6s to 0-60 mph) will be quicker than the current quickest version of the all-electric $2.5 million Rimac Nevera R (1.66s). The fastest trim of the Tesla Roadster (rocket trim) will be capable of 0-60 mph in ~0.59 seconds.

New Tesla Roadster info from the videos below: • Bespoke 4680 battery cell just for Roadster. Tesla's fastest charging battery, 15-80% charge in 10 mins. • Tesla wants to get to a <30 minute COPV tank refilling time, which will last ~5 seconds (single use before you have to refill it). • COPV uses an actuator from Tesla's Optimus robot • Roadster is capable of 0-60mph time of 0.55 seconds • 310-320 mile range • Up to 1,500 hp • Two motors, both on the rear axel • 10,000 psi COPV • 330+ mph top speed target • Rocket trim will be limited production • Almost every panel of the car moves in some way • Roadster is 2 meters wide • The pedals move for driver comfort. Seats are fixed • Brake-by-wire (and steer-by-wire) • Wireless phone charger • Heated seats • Next-gen heat pump • Tesla's thinnest headlights ever • Rear-wheel drive only, with 2 rear motors making 1+ megawatt & 1,400+ Nm, more than all 3 Plaid motors combined • No differential: each rear wheel is controlled independently through 8.4:1 planetary gears, with its own inverter • New 4680 cells with a special high-power chemistry, aluminum cans (instead of steel) & double-sided cooling • Titanium upper battery plate + aluminum lower plate • 800V architecture (same as Cybertruck & Semi) • 15-80% charge in 10 minutes, Tesla's fastest-charging battery ever • 300+ miles of range (battery size not disclosed) • Target of 25-30 minutes of unlimited track driving per charge • Weight just under 1,700 kg or 3,700 lbs (not final) • Double wishbone front suspension, multi-link rear, adaptive dampers • Track Mode lowers the car 40mm & makes it 3x stiffer • Pop-down headlights only ~15mm tall • Front wings move up to 80°, with pop-out side "scales" (barge boards) & an active hood vent • 4 rear fans (~20 kW each) + 4 drop-down side skirts form a "sucker system" for 2+ g of cornering from 0-50 mph • Skirts are replaceable rubber & nylon-bristle wear parts • Orange-tinted titanium-oxide rear glass, as used on aircraft • Removable roof panels • 4-5 prototypes built so far, with a bigger build planned early next year • Tesla calls it "the last great driver's car"