테슬라 Q3.2026 실적에서 이게 제일 중요 Active 구독자수 :1.74M 북미 신차 중 75% FSD 구독

Tesla FSD subscriptions were up 67% YoY in Q3 2026 to 1.74 million, an increase of 260,000 from Q2 2026. Tesla added more FSD subscribers in Q3 than in any quarter in its history.

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."

Elon Musk on Optimus: "We've started early production. The growth of Optimus is an S curve, but the initial curve is a shallow slope. We have the vast majority of the 1 million unit/year line installed at Fremont. 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. I remain convinced Optimus will be the biggest product on Earth. I do want to temper expectations that we still have a lot to get through, it will take about a year to get through that."

Elon Musk on Optimus V3: "We may be ready to release a video in about a month or two. I want to release a video where Optimus is doing things that aren't pre-programmed. A demo that you can believe. Another milestone we want to get to is integrating the AI5 chip in Optimus, which will be in April 2027."

Elon says Tesla's next-gen AI5 chip could start shipping to customers in late 2027.

Tesla's @aelluswamy says FSD Unsupervised could start rolling out to customer cars in select areas the U.S. in Q2 2027. Those customers could then add their cars to the robotaxi network.

Tesla says it's building its own maps for FSD. "We are building an entirely new architecture with AI. It will learn your preferences and the fleet preferences." - @aelluswamy

Full quote from Lars and Elon about Cybercab: Lars: "We're trying to get Cybercabs to customers by the end of this year, 2026. We're producing them on our line in Texas, but all of those are currently going to our own internal Robotaxi fleet. As Tesla grows, we'll mainly deliver fully designed autonomous vehicles to our customers and Cybercab will be the first. We'll start small this year, and as we learn about all the things Ashok mentioned about delivery, ownership, fleet management and autonomous vehicles in customer hands, we'll continue to scale that." Elon: "Cybercab is primarily something that is offered as transport as a service, whereas our other cars would be more the cars that you'd want to own, like Model 3/Y and Roadster. The vast majority of the Cybercab stuff will be Tesla-owned and transport as a service." Last month (Sept), Tesla introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs: tesla.com/robotaxi/interest

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

Robotaxi coming soon: Las Vegas, Nevada Jacksonville, Florida Phoenix, Arizona San Antonio, Texas

– 0 people injured by Robotaxi – 0 Robotaxi airbag deployments – 0 Pedestrians or cyclists hit tesla.com/robotaxi/safety

Tesla has just officially announced that they will launch Unsupervised Cybercab rides for the public in Dallas, Texas next month.

Ngl Cybercab kind of mogged Uber today. It was Sunday and a pretty slow day but if this trend continues then we are basically surpassing Uber soon which is honestly crazy

Ark Invest: "Tesla added the Cybercab to its robotaxi fleet. Our research suggests that, at equal utilization rates, Tesla’s operational costs per mile will be ~40% lower than those for Waymo’s next-gen robotaxi."

ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case. ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in revenue • Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model) • ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue • Total revenue of ~$1.45T and EBITDA of ~$902B • Market cap of ~$17.5T • Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively ARK's 2031 Tesla bull case: $5,000/share • EV revenue (excluding credits): $355B • Robotaxis: 10M vehicles and $899B in ride-hail revenue • Energy storage: 2,693 GWh deployed and $193B in revenue • Optimus: 1.2M robots sold externally and $254B in revenue • Total revenue: $1.62T • EBITDA: $1.045T, a 65% margin, with a 72% gross margin • Market cap: $20.4T ARK's model does not assume SpaceX and Tesla merge, but they estimate combined SpaceX and Tesla could generate $3.8T in revenue by 2031, with SpaceX contributing ~62%.

Uber vs Tesla robotaxi on a Sunday afternoon. Those robotaxi wait times and prices are looking delicious

I just saw this in person, and I am still asking how this wasn’t AI 😂