Independent Tesla news for owners and investors: software and FSD, robotaxi, deliveries, charging, energy and the business behind them.
After reports that TSMC might own and operate the planned Texas chip plant, Musk said his companies will build and run it, with TSMC at most subleasing part of it. Intel's CEO says Intel remains a partner, but the key deal terms are still unpublished.
Read the story · 3 min ↗Vehicles delivered
486,532
Vehicles produced
464,391
Energy storage deployed
13.7 GWh
After reports that TSMC might own and operate the planned Texas chip plant, Musk said his companies will build and run it, with TSMC at most subleasing part of it. Intel's CEO says Intel remains a partner, but the key deal terms are still unpublished.
Texas records list 319 Cybercabs, up from 45 at the Sept. 3 launch. But Tesla hasn't shared ride counts or wait times, and NHTSA wants answers on how the steering-wheel-free car was certified by Oct. 30.
Software 2026.38.5 brings FSD (Supervised) v14.3.12 with a rewritten AI runtime Tesla says cuts reaction time 20%. HW3 Model 3 and Y owners get a distilled v14.3 Lite with parking, reversing and arrival options.
A report says Fremont's former Model S/X line built several hundred Optimus robots a week in August, aiming for 1,000+ by year-end. Most stay inside Tesla for training, and hands remain the bottleneck.
Tesla sold about 22,000 more cars than it built, clearing excess inventory, while Cybertruck, Semi and remaining S/X sales fell 48%. Storage deployments of 13.7 GWh missed expectations.
Consensus targets sit only about 4% to 8% above Friday's $382.70 close, depending on the data provider. Here are the named analysts behind the latest calls, and where the trackers disagree.
Shanghai sold 95,366 cars including exports, up 5%. Chinese buyers took 64,837, down 9% from a year earlier, the fourth straight monthly decline, while exports rose 58%.
After German pushback, the system is now 'Tesla Assisted Driving' in Europe. Eight EU countries allow it; a bloc-wide approval needs 15 of 27 states, and a Reuters investigation is raising questions about the Dutch review.
The network passed 85,000 stalls at 9,000 sites and logged 69 million sessions. Emergency Drive Away, for U.S. cars, can rip the cable free; Tesla says Supercharger repairs can reach $25,000.
Deployments grew 9.6% from a year earlier but fell short of the 15.9 GWh analysts expected. In France, a 140-Megapack, 480 MWh site is now balancing the national grid.
Prices are unchanged, starting at $36,990. The Premium AWD now hits 60 mph in 3.8 seconds. Still missing for U.S. buyers: vehicle-to-load power on the Model 3.
In AAA lab testing at 20°F, a 2025 Model Y lost 47% of its calculated range. Scheduled preconditioning, smart charging and a few maintenance habits get much of that back.
FSD can no longer be bought outright in the U.S., so a car with purchased FSD carries real value, if it actually transfers. Here's what to verify, what maintenance Tesla actually requires, and the HW3 question.
Official registration data show the Model Y beat the VW Golf in Germany and outsold Norway's No. 2 car more than eightfold. Tesla's German volume nearly quadrupled, while its Norwegian share fell seven points as rivals caught up.
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Start the briefing ↗03 Tesla Says 300+ Cybercabs Now Serve Austin. Here's What That Number Does and Doesn't Tell You
Updated October 10, 2026 · 8 min readWe connect the dots across Tesla's vehicles, autonomy and energy business. Every story links its sources, software stories name the version and hardware, and price targets are always attributed to named analysts. Tesla News Wire is an independent publication and is not affiliated with, endorsed by, or sponsored by Tesla, Inc. Our standards ↗
