Tesla Autopilot continues to be taboo to many people, and it is understandable. In a world where people have absolute control over everything in their life, it is tough to assume many people would be comfortable with their car driving itself. But the issue is, many people, countries, and entities are not willing to give the self-driving characteristic a chance.
Despite Autopilot’s impressive performance figures, Germany announced this week that Tesla could not use the word “Autopilot” in any advertising, because it still requires the driver to remain attentive during its use. But the problem is, Autopilot, in any sense of the word, doesn’t state the vehicle in question can operate entirely on its own. Tesla’s description of the function also requires the driver to keep their hands on the wheel at all times in case of an emergency.
But the issue really comes down to the taboo subject of self-driving vehicles. To my surprise, many people outside the Tesla community are still uninformed and misguided on Autopilot’s capabilities. Every time one of my friends or family members see a Tesla, they automatically think it’s driving itself, and the operator is sitting in the passenger seat playing on their phone.
We all know that Autopilot doesn’t work that way. And even though Tesla is head and shoulders above the competition in terms of self-driving capabilities, they still can’t drive themselves, but the company has never indicated that their vehicles are fully autonomous.
The Tesla community knows that.
However, there are groups of people and even entire countries that still seem to believe that Tesla’s Autopilot claims are unrealistic and “misleading.” In reality, the company’s cars do exactly what the electric automaker claims they do.
This is not the first time a country has thrown Autopilot away because Israel altogether outlawed any use of the capability in the past. However, after revisiting the case, Israel government officials got a more concrete understanding of how Autopilot works, and they allowed the use of the feature by vehicles that were capable of using it.
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In my opinion, everyone who is skeptical of Autopilot, especially those who are government officials, should be required to undergo a crash course of the feature and take a ride in a Tesla vehicle while it is using the characteristic.
However, there is something even more surprising to me personally about all of the taboo there is surrounding Autopilot. More of it is from Tesla skeptics and TSLAQ, but you rarely hear about Autopilot navigating through tricky road layouts on mainstream media outlets. It is more about Tesla vehicles that were using Autopilot, ending up in accidents.
Teslarati has covered a series of examples of Autopilot navigating plenty of interesting terrains and situations with relative ease. We cover accidents, too, but we clarify how they occurred. For example, this past week, a Model S collided with a State Trooper and an Ambulance. However, the driver was under suspicion for DUI, although it has not yet been confirmed.
Autopilot is a way for drivers to take the stress out of driving. I know, personally, that I don’t like driving very much. I was in two car accidents in high school, I was not the driver in either instance. Along with seeing accidents on I-95 near Baltimore and other winding backroads near my house, drivers scare me, and I rarely trust anyone operating a car that I’m in.
I would feel safer if Autopilot was operating every car on the road. Not only would the cars get better every single day because of Tesla’s Neural Net, but people wouldn’t be so unpredictable with their driving behavior, and I genuinely believe we all would be much better off.
In the past, technological advancements have been second-guessed. At one time, NASA launched a spaceship to the Moon, and it used less technology than an iPhone. Things advance and opinions change on something. People are going to eventually warm up to the idea of a car driving itself, and there is a chance that even the most vocal skeptics of the self-driving car movement will ultimately utilize the capability to get them from Point A to Point B.
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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.”
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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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
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Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
