Elon Musk is taking a stand in favor of making child care more accessible. Earlier today he tweeted that he’s planning to increase childcare benefits in his companies. He also said that the Musk Foundation will help families directly. In another tweet, he replied to Sara Mauskopf, the CEO and co-founder of Winnie.
Winnie focuses on helping parents to find local daycares and preschools while also providing details on these schools such as photos, detailed descriptions of the programs, and tuition information.
Agreed, this needs to be addressed
— Elon Musk (@elonmusk) July 8, 2022
Sara Mauskopf’s thread started with an article by CNN that covered the surging child care costs that are forcing providers to raise their prices. As she continued her thread, Sara Mauskopf pointed out that there is record low labor force participation among women with young children who don’t have a college degree. She continued.
“So this is further exacerbating the problem because many of these women who would be taking jobs in the care economy are not participating in the labor market – hence why hiring is such a challenge right now for child care providers.”
She added a quote from a New York Times article, that highlighted the issue of a shortage of childcare and elder services that are preventing workers, especially women, from being able to work.
“For women, that’s the double whammy — most of those workers are women, and most of the people who need those supports to enter the workforce themselves are women.”
4/ And in 10 months we’re going to start seeing the impact of abortion bans on our strained child care system. Remember that we have no federal paid leave so as soon as these babies are born, we’ll have 📈 parents who need child care they can’t afford https://t.co/xSiQmUAhge
— Sara Mauskopf (@sm) July 8, 2022
She added that within the next ten months, we will start seeing the impact of abortion bans on the strained child care system.
“Remember that we have no federal paid leave so as soon as these babies are born, we’ll have 
parents who need child care they can’t afford.”
She then added that Elon Musk spoke about population collapse.
“I believe that if we want to encourage big families, we have to make child care more accessible. Elon, I’d love to talk more about how we make this a reality.”
To this, Elon Musk replied, “Agreed, this needs to be addressed.”
Addressing The Elephant Head On
This is what I've been saying for a while now: raising children for average people is very expensive. Our youngest (child #4 btw) is entering High School now. From oldest to youngest we've been paying for raising them from 1994 to at least 2026. 3+ decades is a lot of expenses
— DrKnowItAll (@DrKnowItAll16) July 8, 2022
One common criticism of Elon Musk’s stance on population is that people can’t afford to have kids. I’ve seen it, heard it, and I also agree with that–somewhat. I have spoken about my own thoughts and experience on this matter already. Several of my friends who do have children have highlighted this problem. Single parents have it more intensely than those who have a partner. This is why childcare services are so important.
Vox shared an interesting article as to why many in America don’t want to have kids in 2022. The infant formula shortage, the high cost of providing nutritious food, and taking care of the child are challenging problems. Especially for single parents with little or no support system. The US doesn’t have paid parental leave and the article noted that child care costs more than college in many states–if the parent can find a provider.
If we want women to work, we have to have a support system in place for their children. The article listed other problems such as school shootings, and the U.S. being ranked worst for maternal mortality in a group of 10 similarly wealthy countries. You can read the full article in Vox here.
Elon Musk Using His Influence To Address Some Of These Problems
Seeing Elon Musk use his influence on Twitter to address some of these problems today was refreshing. He is definitely worried about the population decline. And he advocates for having more children. It’s good to see him want to take on the problems that many Americans, especially single parents, have.
This is important and I think some good will come from this.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
