A Tesla owner recently critiqued the performance of Autopilot and Full Self-Driving after the conclusion of a 6,400-mile trip across the United States. According to the driver, more than 99 percent of the trip was driven utilizing Tesla’s semi-autonomous driving functions, with the critiques showing the automaker’s strengths and weaknesses in terms of how both Autopilot and FSD can affect a drive of this substantial distance.
Tim Heckman took his Model S Plaid equipped with FSD Beta and Tesla Vision on the 6,392-mile trip from Los Angeles to Reading, Pennsylvania, and back, recording most of the (currently unreleased) footage on a GoPro mounted inside the vehicle. There were undoubtedly positives but also negatives, as Heckman describes the utilization of Autopilot and FSD on a trip of this length as an advantage in the “personal cost” of driving this many miles in a matter of two weeks.
On December 15th I left to drive from Los Angeles to near Philadelphia. Got back yesterday, after a total of 6,392 miles in the Model S Plaid with #FSDBeta.
Drove more than 99% autonomously, and I’ve some not great @Tesla Autopilot + FSD thoughts and experiences to share… ?
— Tim Heckman (@theckman) January 1, 2023
But where Tesla’s systems helped, it hurt elsewhere. Heckman describes frustration with the company’s recent transition to a camera-only approach, known as Tesla Vision, the suite’s lack of consistency outside of California, and where the company might have spent its focus over the past few years during the development.
No Radar, No Problem?
As Heckman took the drive in a Model S Plaid with camera-based Tesla Vision, the lack of radar was the first point of emphasis. Autopilot was more accurate and less stressful in a previous Tesla that equipped both cameras and radar for operation, Heckman said. “The removal of radar on the highway was a huge mistake,” he said in a Tweet. “Tesla Vision very often misidentified vehicles in front as being much closer than they are, trigging strong phantom braking. Sometimes losing 20mph of speed before I can react, which is a huge safety concern.”
During some points of the drive, the vehicle would recognize cars and adjust speeds that were not actually there. Additionally, Tesla Vision’s performance in low-visibility conditions like rain and fog was not ideal. Past iterations of the suites proved more effective, in Heckman’s opinion.
The automaker rolled out Tesla Vision in early 2021 in the Model 3 and Model Y, and the Model S and Model X received the update in 2022. When Tesla announced it would transition to a camera-only system, CEO Elon Musk explained that radar had helped solve the shortfalls that cameras couldn’t solve. However, it was never in the plan to rely on both radar and cameras.
“And when your vision works, it works better than the best human because it’s like having eight cameras, it’s like having eyes in the back of your head, beside[s] your head and has three eyes of different focal distances looking forward. This is — and processing it at a speed that is superhuman. There’s no question in my mind that with a pure vision solution, we can make a car that is dramatically safer than the average person,” Musk said during the Q1 2021 Earnings Call.
Speed Limit Changes
Another huge problem Heckman described was a slow decrease in speed after the reduction of speed limits in an area. This occurred on streets and not on the highway, but still raised some concern. Heckman noted it took “many seconds” to reach the legal speed when limits decreased by as much as 20 MPH.
In fact, someone I know was pulled over on New Years Eve (yesterday) by a Nevada state trooper because #FSD took too long to slow down in observance of the speed limit going from 55mph to 35mph.
Is that acceptable? Especially when we’ll have single stack on the highway?
— Tim Heckman (@theckman) January 1, 2023
Were Autopilot and FSD beneficial during this trip?
Yes.
“I love long road trips, and Autopilot makes them easier,” Heckman said. Despite the issues, it was still a pleasant experience and something he hopes to do again on his next trek from LA to PA.
At the end of the day, I think this stuff has tremendous potential. But at this point there needs to be focus and good execution, while not causing regressions in the experience especially on features that impact your safety and the safety of others on the road.
— Tim Heckman (@theckman) January 1, 2023
Heckman said he believes the lack of progress and improvements when speaking in terms of highway performance may be related to Tesla’s focus on solving self-driving on city streets.
“As a result of changing focus, Autopilot experience is worse than when we got our Model 3 in summer 2019,” he said.
Fun Fact: Tim told me his two longest days of driving were from Fort Worth, TX, to Burbank, CA, equating to roughly 1,404 miles, and from Burbank, CA, to Amarillo, TX, for 1,079 miles.
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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
