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Layer3 TV plans to use 100 Tesla Model X fleet to deliver next-gen cable
Denver-based Layer3 TV, a next generation cable television service provider, is switching its service vehicles to a Tesla Model X fleet as the company aims to redefine the antiquated cable TV industry using modern day technologies. Layer3’s CEO Jeff Binder said that the company’s biggest advantage is in video quality, citing “It’s unanimous”.
With plans to purchase 100 Model X vehicles by the end of the year, Binder claims that the savings from their unique installation process and the low maintenance cost of the Model X enables the company to reap “substantial” savings. Their installation costs are nearly 50% lower than competitors, enabling the company to expand the Model X fleet and creating a “win-win” scenario.
“It’s a pretty different experience… Who doesn’t like driving a Model X?” – Layer3 TV CEO Jeff Binder
The company, founded in 2013 by cable veterans Jeff Binder and Dave Fellows, raised nearly $100M to fund its big plans to disrupt the cable service provider industry. Layer3 TV tells Teslarati that they had purchased a Model X to deliver their new service in Colorado earlier this year, and recently expanded the fleet nationwide. Layer3 currently services Chicago, Washington DC, Los Angeles, Dallas, and parts of Denver. While Binder didn’t release any subscriber numbers, he said the company is seeing double digit growth month-over-month.
Layer3 Originally planned to have a fleet of BMW i3s, but ultimately decided the Model X better fit their needs.
Multichannel reported that Layer3 TV is using a fleet of Teslas for their Colorado rollout stating, “For the rollout with NextLight in Longmont, Layer3 TV is using a fleet of Tesla vehicles to perform installs and other customer visits.” Layer3 TV initially envisioned using a fleet of BMW i3s but decided to go with the Tesla Model X after determining that they needed more space, all wheel drive, and more range.
The company plans to have a fleet of roughly 100 Teslas by the end of the year and currently has the Model X deployed in all of their markets. Jeff Binder told Teslarati via phone, “There is no downside… we are spending half as much as the competition on installs, our installers love the vehicles, it’s sustainable, and we get great marketing out of the vehicles.”
100 Tesla Model X Fleet
Layer3’s fleet of Model Xs are presumably the largest in the world, as not many company’s have adopted commercial uses for the vehicle. Binder told Teslarati that they haven’t adopted any custom fleet management systems in the Model X that’s out of the norm, but definitely plans to take advantage of the Model X’s large center screen. Binder is a bit surprised that Tesla doesn’t have much of a fleet management system, and hopes the company will develop such a program.
Layer3 has deployed their fleet nationwide, and plans to continue adding more vehicles to the fleet. Photo: Layer3 TV
Layer3 stated back in March, “Not only do we provide quick installs, but we do it in a Tesla. Rodney (a Layer3 TV installer) installs 6 boxes in a day with our eco-friendly Tesla.”
Before the company launched their service last year they had planned to deliver the service in the BMW i3. Layer3 is aiming to be the new “upscale” cable provider, while the company doesn’t lay its own fiber or cable lines, it delivers the service through advanced video technology riding through leased fiber and private IP. You can see if Layer3 TV is in available in your area.
Picking the Tesla Model X looks like the perfect way to show customers that they aren’t doing business in the usual way which stereotypically includes late arrivals and in a beat-up white van.
The nex-gen cable TV provider has released a video showing off their new wrap which we find simply stunning. Check out the video below to see how Layer3 TV “tricked out” their Model X!
https://www.facebook.com/inkmonstr/videos/1504959446214814/
https://instagram.com/p/BSv8UHOgGQ9/
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
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 is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
