News
Tesla FSD Beta 10.11 release notes tease critical improvements
The release notes for Tesla’s Full Self-Driving Beta v10.11 hint at a number of critical improvements for the advanced driver-assist software. Tesla FSD Beta 10.11 is rolling out to Tesla employees for the time being. However, if the system performs well, external users should receive the update within the coming days.
There are several notable improvements outlined in FSD Beta v10.11’s release notes. Tesla stated that V10.11 utilizes more accurate predictions of where other vehicles are turning or merging, reducing unnecessary slowdowns. The company also stated that V10.11 should improve vehicles’ right-of-way understanding, which should be invaluable in scenarios when maps turn out to be inaccurate.
More importantly, FSD Beta V10.11 featured specific improvements for vulnerable road users (VRU). Tesla notes that the most recent version of FSD Beta should improve VRU detection by 44.9%, allowing the system to dramatically reduce “spurious false positive pedestrians and bicycles.” The company was able to accomplish these VRU improvements by increasing the size of its next-generation labelers.
Following are FSD Beta v10.11’s release notes.
Early Access Program | FSD Beta 10.11
– Upgraded modeling of lane geometry from dense rasters (“bag of points”) to an autoregressive decoder that directly predicts and connects “vector space” lanes point by point using a transformer neural network. This enables us to predict crossing lanes, allows computationally cheaper and less error-prone post-processing, and paves the way for predicting many other signals and their relationships jointly and end-to-end.
– Use more accurate predictions of where vehicles are turning or merging to reduce unnecessary slowdowns for vehicles that will not cross our path.
– Improved right-of-way understanding if the map is inaccurate or the car cannot follow the navigation. In particular, modeling intersection extents is now entirely based on network predictions and no longer uses map-based heuristics.
– Improved the precision of VRU detections by 44.9%, dramatically reducing spurious false positive pedestrians and bicycles (especially around tar seams, skid marks, and rain drops). This was accomplished by increasing the data size of the next-gen auto-labeler, training network parameters that were previously frozen, and modifying the network loss functions. We find that this decreases the incidence of VRU-related false slowdowns.
– Reduced the predicted velocity error of very close-by motorcycles, scooters, wheelchairs, and pedestrians by 63.6%. To do this, we introduced a new dataset of simulated adversarial high-speed VRU interactions. This update improves autopilot control around fast-moving and cutting-in VRUs.
– Improved creeping profile with higher jerk when creeping starts.
– Improved control for nearby obstacles by predicting continuous distance to static geometry with the general static obstacle network.
– Reduced vehicle “parked” attribute error rate by 17%, achieved by increasing the dataset size by 14%.
– Improved clear-to-go scenario velocity error by 5% and highway scenario velocity error by 10%, achieved by tuning loss function targeted at improving performance in difficult scenarios.
– Improved detection and control for open car doors.
– Improved smoothness through turns by using an optimization-based approach to decide which road lines are irrelevant for control given lateral and longitudinal acceleration and jerk limits as well as vehicle kinematics.
– Improved stability of the FSD Ul visualizations by optimizing the ethernet data transfer pipeline by 15%.
Tesla FSD Beta v10.11 will likely be released as software version number 2022.4.5.15, as per reports from the online electric vehicle community. Tests of v10.11’s performance in real-world roads are typically shared by members of the company’s FSD Beta program within hours of the system’s wide release.
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Elon Musk
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
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.
News
Tesla Cybercab gets a for sale date at last
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.