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Making solar panels a Tesla work of art could be the change we need
In his Master Plan, Part Deux released last week, Elon Musk made one of his priorities “a smoothly integrated and beautiful solar-roof-with-battery product that just works.” We have heard a lot about solar panel efficiency over the years, but beauty? That hasn’t been a consideration. One solar panel looks very much like another solar panel — until now.
Wired writes in an article dated July 22, “For decades now, going solar has meant sticking what looks like a bunch of computer monitors to your roof.” Hardly the look that many consider ideal for their homes. “Some people will always celebrate the tech-y symbolism of a typical solar panel,” says Aaron Dorf, an architect at architecture and design firm Snøhetta.
Dorf thinks the solar panel “will eventually become a first generation relic, like an Atari or a car phone.” Looking to the near future, he believes things like installation cost and solar cell efficiency will cease to be limiting factors. “Musk is smart to directly target what may be the more significant threshold—beauty.”
We can’t know for certain what Elon intends but excellent design has always been an important component of everything he has done. As Tesla transforms itself into an energy company, we should expect the same level of commitment to beautiful design it is known for.
Others are engaged in designing the solar systems of the future. Sistine Solar makes innovative “Solarskin” panels which match the design of your existing roof. They are scheduled to go on sale next year. T.R. Ludwig, co-founder of Brooklyn Solarworks, says solar panels that can utilize sunlight striking both sides of its panels are more efficient and more attractive. “It’s an interesting aesthetic — more minimal, more sleek,” Ludwig says.
Solar panels are a great way of harvesting energy from the great “fusion reactor in the sky,” as Elon likes to call the sun. But not everyone is thrilled at the idea of solar panels on every rooftop. “When you start talking to a fire department about covering your building with solar panels, you get, ‘well, what happens if it burns? And what happens if my guys are underneath this, fighting a fire?” says Brian Lane, managing principal at Koning Eizenberg Architecture.
Energy storage creates other legal challenges. Because batteries are a potential fire risk, it is nearly impossible to get permits for them approved in cities like New York. There is also an issue with durability. The useful life of solar panels today is 20 to 25 years. Most roofs are intended to last 50 years.
Malay Mazumdar, a professor in electro-physics at Boston University, asks “If you integrate the roof with the solar panel…..should you change the entire roof?” If Tesla wants to design solar roofs that are stunning and smoothly integrated, they should also make them durable, or at least easy to replace, Wired says.
Another issue with solar panels is their orientation toward the sun. Not every roof is ideally suited for a solar installation. Some systems feature tracking systems that move the panels during the day to maximize exposure to the sun, but they add complexity and cost to the system.
No doubt Elon Musk has considered all these factors and has answers for each and every one of them. The one thing we can be sure of is that Elon will bring all of his creative powers to bear on the issue of solar power. If his commitment brings the same level of disruption to the electricity industry as it has to the automobile sector, he will further accelerate the changeover from fossil fuels to renewable energy that is at the heart of all his endeavors.
Source: Wired, Photo credit: Brooklyn SolarWorks
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
