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The desk

Every story is dated and sourced, with nothing we can’t link to. Read the summary in ten seconds or the full analysis in five minutes.

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.

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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.

Semi//1 min

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

A dedicated Nevada plant rated at 50,000 trucks a year is shipping, and Pilot opened the first public Semi Megachargers in Georgia. Charging, not demand, is now the constraint.

Release//1 min

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

Firmware 2026.33.5 brings v14.3.11 to early-access owners first, with v14.3 Lite for Hardware 3 on the same release, a sign the older fleet is closing the gap.

Regulation//2 min

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

Croatia and Czechia brought national approvals to eight. Brussels held no vote on October 6, Germany has swung behind approval with conditions, and a Reuters investigation adds friction.

Powershare//1 min

Model 3 and Model Y can now power your house

Powershare Home Backup, previously Cybertruck-only, comes to Tesla's best-sellers. It needs a Powerwall 3 and a Wall Connector, works only in the US and Puerto Rico, and doesn't export to the grid.

Cybercab//1 min

Cybercab makes its European debut at the Paris Motor Show

Tesla's two-seat robotaxi goes on display at the Mondial de l'Auto, October 12–18, alongside Optimus and FSD test drives, while Brussels has yet to vote on FSD.

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.

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.

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.

Regulation//1 min

NHTSA orders Tesla to prove, under oath, that Cybercab is legal

A Special Order with 21 requests puts Tesla's self-certification of a car without a steering wheel or pedals under federal review. Answers were due on September 30.