Tesla

people who left @OpenAI, @spacexai, @stripe and @Tesla to build something new in stealth on X: 1/ @hyhieu226: ex-openai and xai technical staff, google brain researcher, imo silver medalist. 2/ @rochi5ha: 5 years engineering at rippling,…

Top stories in robotics today: - This $20K robot butler is up for reservations - Unitree H2-X plays action hero - Tesla fires up Optimus production - Waymo wants 20K robotaxis by 2027 https://t.co/DcSN1SfOav

A demo of non-preprogrammed tasks is coming in a month or two. In other words, by the end of December at the latest, everyone will be able to see Optimus v3. --- Tesla’s Q3 earnings call-- Optimus early production has started on the…

MERGER NEWS 🚨 Reuters' latest exclusive provides some particularly important details regarding the merger between $TSLA and $SPCX 🔥 According to the report, SpaceX has approached Tesla in recent weeks. Both companies have since hired…

Simulation could also help here. If you don’t have the resources to build and test everything in the real world, you can train robots in many different environments and learn from thousands of trials before deploying them on real hardware.…

Our team scaled @Tesla Autopilot and Optimus, VL-JEPA at FAIR, RL post-training on Gemini, RL for locomotion. Come work with us to push the frontier of AI in robotics! Open roles in 🧵 -> Infra | Scientist | Engineer

Culture is the moat. Who has the most diverse factory in the world? Talked to a robotics entrepreneur today who explained this process to me while standing out front of the Physical AI event at Fort Mason. Stealth Mode. Building a robot…

GOOD NEWS 🚨 @Tesla is reportedly investing ₩1.1 trillion (approximately $780 million) in Samsung Electro-Mechanics to secure a long-term supply of advanced AI chip substrates, according to an exclusive report from South Korea’s Maeil…

🇺🇸 @Tesla is generating strong free cash flow while advancing its AI, robotics, and autonomy roadmap, and @ElonMusk sees major upside in combining it with @SpaceX. Tesla refined its 2026 capital plan to roughly $20 billion and delivered…

How do you teach a humanoid robot to walk without programming every move? Reinforcement learning step by step 1. Build a simulation (MuJoCo or NVIDIA Isaac Lab) with joints motors sensors and a physics model. 2. Define the task: walk…

GOOD NEWS 🇪🇺 Tesla posted massive numbers in Europe this September, completely blowing past broader auto industry averages 🔥 Official ACEA data shows Tesla registered 68,776 new vehicles across the EU, UK, and EFTA in September, marking…

The company’s Q3 2026 update marks a manufacturing milestone. But California remains in “Early Ramp,” Texas is under construction, and Tesla has disclosed no output totals or customer operating results. Repeatable assembly matters. It can…

MERGER UPDATE 🚨 The race against the clock is officially on 🔥 People familiar with the matter say that the special committees from Tesla and SpaceX are pushing to announce a deal in the first half of 2027, aiming to close the transaction…

BOOM 🆘 2027 is shaping up to be the brilliant year that Tesla's AI ambitions become real 🔥 On the Q3 earnings call, Elon and the team put dates on almost everything enthusiasts have been waiting for, and the biggest one is about the car…

BOOM 🚨 Lars Moravy, Tesla's VP of Vehicle Engineering, just shut down claims that the Rocket variant of the new Roadster can never reach production 🔥 Pushing back against critics who insist a thruster-equipped sports car is pure fantasy,…

BOOOM 🚨 Lars Moravy, Tesla's VP of Vehicle Engineering, has debunked the false claim that the rocket-powered Roadster cannot make it to production 🔥 Responding to skepticism about whether a hovering sports car is actually buildable, Lars…

Tesla Q3 earnings call: Question: Where do you see Optimus design changes still happening? Konstantinos: The hand is the most challenging hardware area. Most of the electromechanical systems are high-confidence. The hand is more…

You're not ready for this. One of the most human-like humanoid robots has just entered production. Tesla says Optimus production has started on its high volume manufacturing lines in Fremont with the first production quality units coming…

Tesla Q3 earnings call - answering a question on data collection: Elon: We’re working on AI architecture. For data, we need on the order of 10k Optimus bots, we’re building Optimus Academy where the robots could learn. Unlike cars, the…

Elon on Q3 earnings call, setting expectations correctly for the Optimus ramp: We’ve started early production on the high-volume line. The initial part of the S-curve is bumpy, so it will be slow. The vast majority of the 1-million-unit…

Tesla's Q3 earnings deck: "Optimus production began in Fremont on our 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…

Great progress by the Tesla team! https://t.co/87bCDKyzOB

AI grabbed all the headlines, but the rest of $TSLA's Q3 deck tells a second story that is just as exciting: the core businesses funding all that AI is only getting stronger 🔥 💳 Tesla's services business just posted record profits.…

BOOOM 🚨 $TSLA's Q3 2026 update is out. Non-GAAP EPS came in at $0.48, ahead of the roughly $0.43 to $0.45 analysts expected 🔥 But the most revealing parts of the deck have little to do with EPS. They show a company steadily shifting its…

Q3 Shareholder Update → https://t.co/u0UcDOuMNa 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…

$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter…

$TSLA just released its new Robotaxi Safety Report and the numbers are pretty incredible. According to Tesla, its Robotaxi fleet has now driven over 3.3M miles autonomously, with zero reported injuries counted under its methodology, ZERO…

‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and source links: https://t.co/LecVwJHf8A…

We are launching the Tesla Robotaxi safety report today. Till date, Robotaxi has driven a total of 3.3 million miles autonomously, and has had zero injuries nor airbag deployments. If the same number of miles were to be manually driven, we…

Samsung is testing a humanoid designed for 24/7 operations. The bipedal robot is being trained for navigation and material handling at Samsung’s R&D center in Seoul, with staff and partners monitoring its operation in shifts. (see a bit in…

Read on the fast lane in my Tesla headed to @fdotinc AI is better at driving than you are. Way smoother too. :-) https://t.co/rukAyz60Hm

Expert Takeaways: Humanoids > Optimistic 2027 shipment forecast for humanoid robots stands at ~500,000 units. > Today, full-size robots sell for $60,000 - $70,000 in low volume production. Unit prices are projected to drop to $30,000 -…

Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Austin. Volume production is targeted for…

BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…

GOOD NEWS 🇬🇧 Danish energy company Ørsted has finalized construction on its estimated $200 million Iceni energy storage facility in Norfolk, eastern England, which is now preparing for commissioning 🔥 Tesla Energy anchors the project…

STRONG SIGNAL 🚨 Tesla and SpaceX are building an independent semiconductor supply chain for their Terafab project, tapping roughly ten South Korean suppliers 🔥 According to reporting by The Elec, representatives from both companies met…

BOOM 🚨 SpaceX and Tesla have formed “special committees” to study a merger of Elon Musk’s two public companies 🔥 “I think it would be a good idea, but at the end of the day the shareholders have to be supportive of this.”…

The value of Terafab’s output will place it in the top 20 of country GDP in a single building https://t.co/9XZXdMZ9iC

Looking fwd to this conversation! https://t.co/5hOgohTMNV

How did this go so unnoticed yesterday? See you there. https://t.co/wG80lbwEVR

🇺🇸 @ElonMusk’s two biggest companies, SpaceX and Tesla, report earnings this week. @SpaceX reports today, @Tesla tomorrow. Both are aggressively building for SI: last quarter alone, SpaceX put $15.8 billion of its $18.4 billion…

Autoworkers: “if they record you that means your job will go away since it is to train robots to replace you.” Tesla: “we will give you more stock.” Auto unions: “what is stock?” https://t.co/mjDyNBm5DC

STRONG SIGNAL 🚨 Buried in the fine print of Tesla’s latest filing is a massive tell: the company expects Optimus, future bots, and their “accompanying services” to become an essential pillar of its business 🔥 Tesla is explicitly…

STRONG SIGNAL 🤖 Tesla’s latest filing reveals the ultimate skin in the game: key employee equity awards are now explicitly tied to the factory rollout of Optimus 🔥 Tucked inside the October 19 proxy statement is a clear signal that Tesla…

BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,300 and the bull case is around $5,000.…

Tesla included this Optimus image in its latest shareholder letter ahead of the December 3 annual meeting. https://t.co/8sphspWtYM

I just saw two Cybercabs driving with no people in them in Palo Alto, California. Did somebody get a driverless car permit approved?

SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk grows https://t.co/pO2CqlMWnw

The flying Roadster amazed everyone. Now, Tesla's other robot, Optimus v3, is the most mysterious. Optimus appeared in Tesla's latest shareholder letter. https://t.co/9eReTFTuwV

3 Humanoid Robots Join a Surgical Team Samsung Medical Center in South Korea demonstrated how humanoids could assist a surgeon during a simulated gallbladder operation using goat liver tissue. Three humanoid robots. One surgical team: >one…

Is the humanoid robot trade coming back in China? Unitree, China's most famous robot maker, jumped more than 11% today to about ¥476 a share. That pushed its market value back above ¥190 billion but zoom out. Unitree opened at ¥1,100 on…

GOOD NEWS 🇯🇵 Tesla is still pushing hard to roll out FSD (Supervised) in Japan by the end of 2026 — and launching the Cybercab there is officially on the table too 🔥 In a recent interview with Nikkei, Tesla Japan President Richi…

🛞 Ever wonder why a Tesla’s acceleration hits like a freight train the exact moment you tap the pedal? 👀 Let’s pop the hood on Tesla’s relentless motor engineering and see what’s really making that happen 🔥 ⚡ Tesla pairs complementary…

When Alef welcomed Tesla to the flying car race, it pointed to one fundamental technical difference. Alef lifts off with distributed electric propulsion, or DEP, while Tesla's upcoming Roadster relies on cold-gas thrusters. That sounds…

ENGINEERING NEWS 📐 Tesla has hidden a self-winding spring that helps lift Cybertruck's tailgate: every drop stores energy for the climb back 🛗 Cybertruck's tailgate has a lopsided job, and the way it handles that job has just come to…

FSD drives me everywhere so I can spend more time focusing on Matic. 😊🤗 https://t.co/OI9Otrg0xq

in the short run, robotics demos are a voting machine. in the long run, robots shipped are a weighing machine. h/t self-driving cars. only Waymo and Tesla FSD matter. https://t.co/q2ua53yoW8

🇺🇸 IS A TESLA-SPACEX MERGER CLOSER THAN WE THINK? Kalshi traders now see a 60% chance that Elon Musk’s Tesla and SpaceX will merge before May 1, 2027. One company builds electric cars and robots. The other launches rockets and…

Alef Aeronautics, the Silicon Valley startup behind the world's first street-legal flying car, has threw down a cheeky challenge to @Tesla 🔥 The company dropped a video showing its all-electric Model A lifting straight off the pavement…

A recent report by WSJ stated that Tesla's airborne Roadster reveal was pure spectacle, engineered for viral social media hype rather than actual showroom sales. Critics wasted no time calling it an expensive parlor trick, scoffing at a…

AMAZING VIEW 🇨🇳 Tesla Cybercab has consistently stolen the spotlight throughout its China tour, and its display at Shenzhen's ONE Avenue mall was no exception, drawing big crowds eager to catch a glimpse of the future of public transit…

Optimus Prime is real! 🤯 Neo1 from Neodra Dynamics is 4 metres tall and weighs more than a ton, shown at CIIF alongside JD Industrial. This robot has 41 active degrees of freedom. 39 of them run on miniature digital hydraulic linear…

Elon:“Optimus and Cybercab will be the vast majority of Tesla’s value.” --- CyberCab ✅ >People are now waiting for Optimus v3 https://t.co/V69gYXMYYd

GOOD NEWS 🚖 Tesla’s active commercial Robotaxi fleet in Texas has officially crossed the 800-vehicle milestone 🔥 A fresh Texas DMV filing reveals 34 new 2026 Model Ys registered for commercial service, lifting Tesla's total Texas…

ENGINEERING NEWS 🔋 Tesla has designed a breathable battery bandage that stops punctures without leaving a dead zone behind 🔥 Deep inside a lithium-ion cell, a thin strip of tape stands guard over one of the riskiest spots in the whole…

🚨 BREAKING: @origin_autonomy just emerged from stealth with $20M to automate the work that happens inside buildings, and it’s already running at three times human speed. Co-led by @Accel and @ZacuaVentures, with angels from Anduril, Skild…

I met a lot of people today at @TheHumanoidHub’s conference in San Francisco and I definitely was the stupidest one in the room. A role I am used to, but my meager brain struggles to keep up with people building robots. So many had…

Emotional the next morning. I'm in my Model 3. I haven't been looking at the road; I've been looking at videos, reading X, and trying to catch up on AI. I'm heading to a humanoid robotics conference in San Francisco where, let's be honest,…

🇸🇰BREAKING: Slovakia has approved @Tesla’s Full Self-Driving system, and the company confirmed the rollout will begin soon. The move makes Slovakia the latest EU country to authorize the driver-assistance technology, joining Czech…

Tesla supervised self-driving approved in Slovakia 🇸🇰 https://t.co/JWa0zV4HZI

GOOD NEWS 🇸🇰 Slovakia has formally recognized the Dutch provisional approval for Tesla FSD (Supervised), becoming the 9th EU country to green-light the tech 🔥 https://t.co/aX4xYZ4Um4 https://t.co/Q2CCcxmKTC

Finally, credit to the engineers 🤓 https://t.co/iO57LCRcmV

Humanoid robots can walk, lift boxes and impress us in videos. But how close are they to doing many different jobs without constant human help? We ranked 14 robot and AI model pairings using public evidence. Figure leads the leaderboard,…

Yesterday morning @jason and I talked for the first time in a while. He is the reason I had the first ride in the first Roadster. Is good friend of Elon’s. He told me that as cool as the new Roadster is that when we see Optimus it is even…

Just remember. You aren’t actually driving the Roadster at all. You are driving a computer and it is telling another computer how to drive the car. It is steer by wire. Brake by wire. Accelerate by wire. But you will think it is better to…

Sci-Fi company https://t.co/9iuJE46Bje

"Roads? Where we're going, we don't need roads." 🛞 The Tesla Roadster launch event has wrapped up, and here is everything you should know from the presentation 🔥 Right out of the gate, flying cars are officially real, and what Tesla and…

This video has nothing to do with humanoid robots. However, I believe that Tesla’s yet-to-be-released Optimus v3 will stun everyone, just as the Roadster did. (Never seen before) https://t.co/NOi9FWJGJZ

Roadster transforms in Track Mode These aero features aren't just for looks: they provide the best passive downforce package of any road car (approaching F1 levels!) with wing actuation driven by the @Tesla_Optimus actuator system…

SpaceX has used thrusters to position spacecraft for decades. Making them work in a vehicle instead of a vacuum took all-new hardware & controls. Every usable void in the car is packed with Carbon Fiber Overwrapped Pressure Vessels (COPVs)…

Pretty cool,use cases for humanoid robot in-home cleaning services(TeleOP) --- In the future, it might step out of a Tesla CyberCab,then, autonomous in-home cleaning, earn a service fee (including the fare for taking a robotaxi)…

GOOD NEWS 🚕 Tesla’s Cybercab just got its first federal report card, and it’s about as clean as it gets 🔥 Public Cybercab rides officially launched in Austin on September 3. The latest NHTSA crash data runs through September 15, and it…

Every robotics team I talk with says the same thing. Collecting data is the easy part. Knowing whether it's any good is the hard part. @BuildOnSapien is making a bet on that. A team sends its hardest dataset and its own rules for what good…

🚨BREAKING: @Barclays says @ElonMusk could announce a merger between @Tesla and @SpaceX before December. The firm expects SpaceX to acquire Tesla in an all-stock deal, leaving Musk with roughly 37% ownership but about 56% of the combined…

Tesla has pulled the Optimus Gen 3 renders from its Android app. Version 4.61.6-4647, out this week, no longer includes any of the nine robot images. That covers the Gen 3, gold and original Optimus. The Gen 3 files first showed up in…

GOOD NEWS 🗞️ Tesla has designed hidden bifocals for a camera cover: the plastic that used to blur the view now keeps near and far sharp at once 😎 Anyone who has tried on a friend’s glasses knows the feeling: the lenses look perfectly…

GOOD NEWS 🚨 Tesla has turned an ordinary chimney into a crease killer for battery electrodes 🔋 Before the battery in your Tesla stores a single mile of range, its electrodes get squeezed between rollers running at around 200°C. The thin…

My car got the 14.3 FSD light update this week. It is spectacular. For an eight-year-old car it is absolutely amazing. @aelluswamy and team are expert at distilling their big models that run on hardware 4 cars down to the far slower…

STRONG SIGNAL 🖐️ Tesla is now hiring manufacturing engineers to launch and ramp production lines for Optimus hands, strongly suggesting the hand design has been locked in 🔥 Tesla itself describes the hands as one of the most complex and…

STRONG SIGNAL 🚖 Purpose-built Cybercabs now make up over 45% of Tesla's commercial Robotaxi fleet in Texas 🔥 With 30 new Cybercabs registered in the Texas DMV, the active Cybercab fleet has hit 349 vehicles, operating alongside 420…

GOOD SIGNAL 🇨🇳 Elon Musk just said that China will be making a LOT of RAM in 2028 ⏳ For Tesla, that could turn out to be one of the best supply chain stories of the decade, and Optimus stands to gain the most 🔥 Memory is the reason why.…

No one else in robotics in America is building a factory at this scale. Not even close. I met @JoeTegtmeyer over the weekend, really awesome guy, who has built relationships with Elon's factory workers so that he can shoot drone videos of…

“ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, with GPU capacity potentially serving…

“THE CYBERCAB IS THE MOST EFFICIENT VEHICLE EVER MADE!” | THE STACK John Stringer (@teslaownersSV) compares @Tesla's Cybercab with Waymo's Jaguar I-PACE fleet, highlighting the fundamentally different economics behind the two Robotaxi…

“TESLA'S ROBOTAXI ROLLOUT IS JUST GETTING STARTED!” | THE STACK John Stringer (@teslaownersSV) and Joseph Jefferson (@SjvTesla) discuss @Tesla's Robotaxi expansion in Austin, with the number of authorised vehicles growing from 45 to nearly…

ENGINEERING NEWS 🚨 Tesla has engineered a piston-like coolant block that slides to hug every chip, no matter how the parts stack up 🆒 The weakest link in cooling a high-performance chip usually isn't the metal or the liquid coolant. It's…

Two rideable quadruped robots. Two very different engineering approaches. Zhetron’s Mechanical Leopard and DaxAI’s Qiji XS both combine four-legged mobility with a platform built to carry a rider. Zhetron Mechanical Leopard Shown at the…

STRONG SIGNAL 🤖 Tesla is seeking an Optimus Fleet Coordinator, and it’s a much bigger signal than it looks 🔥 This role owns the end-to-end operations and maintenance of the Optimus fleet across multiple sites. The coordinator will track…

NORINCO, China’s state owned defense giant is training its Fuxi humanoid robots for riot control. https://t.co/lCXxiTHCP1 https://t.co/oaWy8NwEqg

Tesla’s patent US 2026/0310299 A1 published October 8, 2026 describes flexible sensor arrays that conform to the curved surfaces of fingers thumb and palm and can serve as tactile skin for a humanoid robot. The sensors use a sandwich…