Tesla is facing another call for boycotts of its electric vehicles (EVs) in Europe, following Elon Musk’s controversial appearances at U.S. President Trump’s inauguration last week and at a campaign event for the Alternative for Germany (AfD) over the weekend.
On Saturday, Musk spoke virtually at a rally for Germany’s AfD, which is widely considered a far-right nationalist party, saying that there was “too much of a focus on past guilt” in what many reported to be referencing the Nazis.
Following the event, Poland’s Minister of Sports and Tourism, Slawomir Nitras, called for strong condemnation of Musk and a Tesla boycott on Monday, coming on the 80th anniversary of the liberation of Jews from Auschwitz (via Polish Press Agency).
“There is no justification for any reasonable Pole to continue purchasing Teslas. A serious and strong response is necessary, including a consumer boycott,” Nitras said. “This ‘Hydra’s’ head may grow back. And, particularly on a day like today, on the anniversary of the Auschwitz liberation, we must remember and loudly speak the truth.”
At the time of writing, Poland’s Ministry of Foreign Affairs has not responded to Teslarati’s request for comment on the report.
READ MORE ON ELON MUSK:
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The statement comes after Musk over the weekend encouraged German’s AfD party to be proud of being German during a campaign event on Saturday, and after he performed what appeared to be a Nazi salute during U.S. President Donald Trump’s inauguration ceremony last Monday.
“I think there’s, like, frankly, too much of a focus on past guilt, and we need to move beyond that,” Musk said during the AfD rally. “Children should not be guilty of the sins of their parents or even, let alone their parents, their great grandparents, maybe even. And we should be optimistic and excited about a future for Germany.
“That’s really what it is, to be excited, to be optimistic about the future, to preserve German culture and protect the German people. And you know, there are some other things that I think would be very helpful too, which is that, I think you want more self-determination for Germany and for the countries in Europe, and less from Brussels.”
He also warned of “multiculturalism that dilutes everything,” stoking fears of the world becoming “the same everywhere, where it’s just one big sort of soup.”
The event comes ahead of a key German election being held on February 23, and Musk also said that it could “decide the entire fate of Europe and maybe the fate of the world.”
Ahead of the AfD appearance, many executives and boardmembers in Germany announced their disdain for Musk’s apparent Nazi salute, echoing their intentions to avoid purchasing Tesla’s EVs in the future.
“We can no longer support the path we are currently on,”said Lars Viebrock, Viebrockhaus CEO. Others highlighted the “incompatibility” between Musk’s statements and the values of Tesla’s products.
Tesla Germany declined to comment on the matter or on Musk’s recent rally appearances.
Despite downplaying the events with Nazi-related jokes, and his pointing to “how insanely hard legacy media tried to cancel me for saying ‘my heart goes out to you,’” Musk has also gained support from Israel Prime Minister Benjamin Netanyahu, who called the Tesla CEO “a great friend of Israel.”
“He visited Israel after the October 7 massacre in which Hamas terrorists committed the worst atrocity against the Jewish people since the Holocaust,” Netanyahu said. “He has since repeatedly and forcefully supported Israel’s right to defend itself against genocidal terrorists and regimes who seek to annihilate the one and only Jewish state. I thank him for this.”
Tesla has also been facing significant pressure from union strikes and sympathy strikes in Sweden over the last year, with multiple industries attempting to block delivery of the company’s EVs, license plates for buyers, and the connection of new Supercharger stalls to the electrical grid.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
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Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
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’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
