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Musk’s Boring Co reveals plan to support Hyperloop in published FAQ
Elon Musk’s plan to integrate Tesla electric sleds traveling through underground tunnels dug by The Boring Company will also include support for vacuum-sealed tunnels used by 600+ mph Hyperloop Pods.
The reveal comes from the company’s newly published Frequently Asked Questions page that does away with introductions and cuts straight to the chase.
“A large network of road tunnels many levels deep would fix congestion in any city, no matter how large it grew (just keep adding levels). The key to making this work is increasing tunneling speed and dropping costs by a factor of 10 or more – this is the goal of The Boring Company. Fast to dig, low cost tunnels would also make Hyperloop adoption viable and enable rapid transit across densely populated regions, enabling travel from New York to Washington DC in less than 30 minutes.” reads the FAQ.
The company isn’t even traveling at a snail’s pace, yet it has big plans to do just that – dig tunnels faster than a snail travels. In this case, resident snail Gary (who lives in a pineapple under the sea) can move at 14 times the speed of a Tunnel Boring Machine (TBM) and represents the target speed for the company’s boring machines.
The Boring Company’s pet snail named Gary
The Framework for Hyperloop
The FAQ sheet broke news that Musk and the team at The Boring Company, in cooperation with Tesla, are planning to build tunnels that can support multi-payloads including that of a Hyperloop Pod. In addition to enabling travel and transport at much higher speeds, this addition is likely to set the Tesla electric sled platform as the standard track that will be used to support mobility of the Hyperloop Pod.
Certain segments of the underground tunnels will have a vacuum shell, if not the entire track, that will allow the tunnel to be held at vacuum. Long distance travel would likely be performed in tunnels held at vacuum, enabling for higher speeds of travel. This format of local versus long distance is the same used by train systems in Europe that have different trains and tracks depending on train speed and distance of travel.
Converts Internal Combustion Vehicles into EVs
Another upside of the system is that it enables the conversion of internal combustion vehicles into zero emission vehicles. When a traditional petroleum powered vehicle is moved onto an electric sled, it will be moved through a system that emits zero emissions. This eliminates the emissions these vehicles would have emitted if they would had ordinarily travelled by road to their destination.
Many people will take Hyperloop Pods to their destinations due to the lower cost of travel. Logistics companies will also shift payload transportation to the tunnel system due to the lower cost as a result of not having a driver, higher speed and automated control over the load. With all of this traffic moving to the conceptual tunnel-based transportation system, it has the potential to radically slash the amount of transportation related emissions and demand for fossil fuels.
If the petroleum industry wasn’t paying attention to Musk and the impact Tesla may have on automotive related fuel consumption, this announcement is surely the wake up call they needed.
Earthquake!
Hollywood thrillers over the years have cast subway systems as the perfect set for apocalyptic thrillers where only a muscular hero armed with backpack full of lithium ion batteries, a stick of bubblegum and the copper from the wiring for the lights can save the day.
The truth, it turns out, is much different. The FAQs relay the facts that structural engineers have know for ages – that properly designed tunnels are one of the safest places to be during an earthquake. The tunnels is not subject to surface forces and instead of resisting the movement of the earthquake, moves with the ground.
Dirty Business
When tunneling in the Minecraft video game, the tunnel materializes and the blocks smashed with a pickaxe or sword simply disappear or move into inventory. The real world is unfortunately not so simple, but The Boring Company has plans to make it just a bit more like Minecraft.
Two major challenges with traditional tunneling are the massive amount of earth being displaced by the tunnel and the equally as challenging amount of concrete that is required to seal the circumference of the tunnel. To solve these challenges together, The Boring Company hopes to develop a process for using the resulting soil to produce earthen bricks. These bricks could even be used as a component of the tunnel lining itself or simply sold as a product.
This is yet another piece of evidence that Tesla truly is attempting to create Minecraft in the real world, reviving the ancient practice of crafting bricks from dirt.
In addition to turning a liability into an asset, this has the potential to drastically cut the amount of concrete used in the production of the tunnels it is constructing. Because of the sheer mass of concrete and the effort required to extract its components, and ship them to the destination, concrete production accounts for a staggering 4.5% of the world’s greenhouse gas emissions. The Boring Company hopes to take a chunk out of those emissions by using bricks where possible in the construction of its tunnels.
Where The Boring Company will go from here is anyone’s guess but this latest update makes it clear that Musk is never willing to settle for the status quo, and always begins working from the ground up – or in this case, from the ground down – when moving into a new business.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
