Tesla AI Day 2022 is just around the corner. As anticipation for the event builds, let’s look at the possible updates Tesla might provide during the event.
For the past month or so, Tesla has been rolling out FSD Beta 10.69 and its various iterations. Teslarati has been talking with FSD Beta testers and chronicling their thoughts on v10.69 over the past few weeks. Tesla might provide more insight into FSD Beta and its expected release to the public during AI Day 2022.
Optimus has been in the works for nearly a year. The Tesla Bot was unveiled at last year’s AI Day. Everyone expects Tesla to unveil the long-awaited Optimus prototype during the upcoming AI Day 2022.
FSD Beta Updates
Tesla plans to roll out FSD Beta version 10.69.2.3 after AI Day 2022. Currently, Beta testers are trying out v10.69.2.2. Most Tesla drivers who have talked to Teslarati reported issues with lane selection, turns, turn signals, and speed limit signs.
Beta tester Frank summed up the experiences of all the drivers in the program well.
“From my experience, there [sic] has been both steps forward and backward. The late version is much better than the previous, but has a few [issues],” Frank noted.
“I would say that the general comments I read in your [Teslarati] articles would reflect my experience. Without a doubt, drive with caution. There has been progress to this complex problem,” he added.
During an invite-only Goldman Sachs tech conference, Tesla’s Senior Director of Investor Relations Martin Viecha stated that Tesla’s plans for the wide release of Full Self Driving remain on track.
Earlier this year, Elon Musk forecasted that FSD might be released to qualified vehicles by the end of 2022. At the tech conference this month, Viecha explained that Tesla might release “supervised” FSD by the end of the year.
Current FSD Beta testers believe that Tesla’s autonomous driving software has improved tremendously since the release of v10.69. However, quite a few also believe Tesla still needs to be cautious about releasing FSD to more drivers.
“To Tesla, keep working things out, but do not be as optimistic as you are. If you are not having to intervene [sic], you are not driving on my roads,” commented one FSD Beta tester.
Tesla Bot [Optimus]
At the beginning of 2022, Elon Musk stated that Tesla’s humanoid robot, dubbed Optimus, is a top priority for the company.
“So, in terms of priority of products, I think actually the most important product development we’re doing this year is actually the Optimus humanoid robot. This, I think has the potential to be more significant than the vehicle business over time,” Musk said.
“If you think about the economy, it is— the foundation of the economy is labor. Capital equipment is distilled labor. So, what happens if you don’t actually have a labor shortage? I’m not sure what an economy even means at that point. That’s what Optimus is about. So, very important,” he elaborated.
In May 2022, Elon Musk confirmed that Tesla would provide a sneak preview of the Tesla Bot. The 2022 AI Day teaser poster hints that Tesla still plans to reveal some juicy tidbits about Optimus.
Hopefully, Tesla elaborates more on the humanoid robot’s production and potential release date on the market. During Musk’s TED appearance in April, he estimated that Optimus would cost less than a car once Tesla scales production.
Tesla AI Day 2022 is a recruitment event similar to last year. The company is also expected to talk about its Dojo AI supercomputer, as well as its next-generation in-house computer, Hardware 4, which is expected to debut with the Cybertruck.
Are you attending Tesla’s 2022 AI Day? I’d like to hear your thoughts on the news Tesla shares during the event. Contact me at maria@teslarati.com or via Twitter @Writer_01001101.
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
