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Rumors of Apple Self-Driving Car Reignite after Secret Discussion with Test Facility
Will an Apple Car enter production soon? The Guardian says yes, but others are skeptical. It may have begun testing at a secret location in Concord, CA.
Apple CarPlay [Source: Apple]
Rumors of a self-driving electric car by Apple are becoming more real these days, especially after the latest document obtained by The Guardian giving signs that Apple has made arrangements with GoMentum Station, a secure and gated facility with 20 miles of paved roads, bridges and underpasses, to utilize their space.
The former World War II naval base is located 40 miles north of Silicon Valley and guarded by the military, making it, officials claim, “the largest secure test facility in the world” for the “testing, validation, and commercialization of connected vehicle (CV) applications and autonomous vehicles (AV) technologies …” Mercedes-Benz and Honda have already carried out experiments with self-driving cars behind its barbed wire fences.
Thanks to a Freedom of Information request filed by The Guardian, we know that in May, engineers from Apple’s secretive Special Project group met with officials from GoMentum Station, after Apple engineer Frank Fearon wrote to the facility, saying, “We would … like to get an understanding of timing and availability for the space, and how we would need to coordinate around other parties who would be using [it].”
“We had to sign a non-disclosure agreement with Apple,” says Randy Iwasaki, executive director of the Contra Costa Transportation Authority, owner of GoMentum Station. He says, “We can’t tell you anything other than they’ve come in and they’re interested. There’s not a lot of vacant space in the Valley if you want to do testing in a secure location. We’re close enough that companies can bring their vehicles north, store them in the Concord area and bring their software and hardware engineers up.”
Apple calls its car making venture Project Titan. The Guardian says it is housed in a nondescript building in Sunnyvale, California, about 4 miles from Apple’s new headquarters in Cupertino. The building was leased in 2014 and subsequently modified by Apple to include several labs and workshop spaces, as well as beefed-up security and access card readers, according to information filed in city permits.
In May, Apple senior vice-president Jeff Williams called a car “the ultimate mobile device” and said that Apple was “exploring a lot of different markets [in which] we think we can make a huge amount of difference”.
The Guardian story appeared on August 14. The next day, the editors of The Verge pooh poohed it, saying, “We still don’t have the smoking gun there will be an actual Apple-branded car on the streets that you and I can buy directly from Apple, just as you would a Tesla. There are a number of other possibilities that are still in the running — Apple could want to build a car platform, for instance, just as Google seems to be doing, without making or selling cars itself. Or it could be developing technologies that it can license and sell to existing automakers.”
Skepticism from The Verge centers on the fact that it normally takes 5 years for an established car company to bring an entirely new car to market. It thinks for a company like Apple, which has never built a car before, the time could be a lot longer.
Rumors about an Apple Car only began to surface a year or so ago and consist mostly of reports that Apple is busy recruiting engineers from Tesla and the former A123 battery company. The Verge thinks that if Apple is working on building a car, it will be 2020 at the earliest before it goes into production.
>>>>> MUST SEE: [VIDEO] Hilarious ‘Apple Car’ Parody
Google, Tesla, Volkswagen, Mercedes-Benz and several other car makers have been issued permits by the California department of motor vehicles to test self-driving cars on the state’s public roads. But that process requires disclosing technical and commercial details, something that the notoriously secretive Apple might not want.
Tesla apparently wanted key personnel to tour GoMentum Station in April, but armed soldiers at the base refused entry to foreign born workers and a manager who would not divulge his social security number. “At this point, I’ll retract our interest in this test site until the process is worked out,” the manager said in an email to GoMentum Station’s Jack Hall, according to The Guardian.
No company on Earth is as secretive about its future plans as Apple. The only thing we know for sure about the supposed Apple Car is that we don’t know very much about it at all.
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
