Investor's Corner
Tesla’s volunteer-boosted Model 3 delivery weekend is a wake-up call for legacy auto
If social media posts and anecdotes from participating owners are any indication, it appears that Tesla’s volunteer-boosted Model 3 delivery weekend is looking to be a success. As Tesla’s volunteers aid the company in orienting large numbers of new owners with their vehicles, the demand for quality electric cars is becoming more evident than ever.
This weekend saw something remarkable happen in the Tesla community. With the company currently attempting to address Elon Musk’s self-dubbed “delivery logistics hell,” some owners of Tesla’s electric cars stepped forward to offer help. The idea was initially pitched by IGN reporter and Ride the Lightning podcast host Ryan McCaffrey on Twitter, and Elon Musk promptly greenlighted the suggestion, stating that any help would be greatly appreciated. The community mobilized itself immediately, and by Saturday, Tesla’s delivery centers had volunteers who were ready to help new owners with the features and functions of their electric cars. Even Elon Musk himself was in Fremont’s center, interacting with new owners.
Hanging out with @elonmusk while waiting for our new cars @Tesla pic.twitter.com/2UjGyYkD5u
— Bradley Wong (@brawong) September 23, 2018
Reports on social media and in forums such as the r/TeslaMotors subreddit suggest that Tesla’s volunteer-augmented delivery efforts have been largely successful. One such account came from r/TeslaMotors subreddit member and Model 3 owner u/jpbeans, who narrated his experience as a volunteer in one of Tesla’s delivery centers. According to the Model 3 owner, Tesla gave them Guest badges, and they ended up helping owners on several topics, from basics like opening the Model 3’s door handle, to navigating the car’s functions through the 15″ touchscreen.
On Twitter, similar accounts were shared. Twitter user @GuyTesla, who volunteered in Tesla’s Littleton delivery center on Saturday, even noted that a nearby Jaguar dealership inquired how Tesla would be able to store the vehicles being delivered to the site. When informed that the electric cars were not staying in the facility, the staff of the legacy automaker were reportedly a bit shocked.
Hilarious highlight of the day: The Jaguar dealers that had just moved in next-door to Tesla Littleton commented on all of the truck carriers of cars showing up, and asked, “where are you going to put all of these?” And the answer was “They aren’t staying.”
Sad faces…
— 🐍🎷 Tesla Guy 🎷🐍 (@GuyTesla) September 23, 2018
Inasmuch as the Littleton volunteer’s observations are but an anecdote in an otherwise busy delivery weekend, the demand for premium electric vehicles should be undeniable by now. Over the years, Tesla’s electric cars, despite the company’s teething challenges, proved successful in their respective segments. With the Model 3, Tesla has begun an attack into the mainstream auto market, and the electric sedan is starting to make some waves. In August alone, the Model 3 became the 5th best-selling passenger car in the US, being outsold only by the Toyota Camry, Honda Civic, Honda Accord, and the Toyota Corolla Family, all of which are lower-priced vehicles.
Tesla is pretty much unchallenged in the premium electric car market, though highly-anticipated competitors such as the Mercedes-Benz EQC and the Audi e-tron have recently been unveiled. While these vehicles have long been hyped as possible “Tesla-killers” due to their manufacturers having decades of experience in the auto industry, the performance of the vehicles, as well as their battery tech, seemed to be a bit subpar compared to Tesla’s electric cars. This was addressed by Bernstein analyst Toni Sacconaghi recently, when he noted that contrary to a prevalent bear thesis, there is “no actual flood of competition coming” for Tesla’s vehicles.
The recent offerings of premium legacy automakers have caught the attention of Christina Bu, General Secretary of the Electric Vehicle Association in Norway. Norway is among the world’s leaders in the electric car transition, and it is one of the countries where Tesla’s vehicles hold a formidable place. After the reveal of some of Tesla’s competitors from legacy automakers, the EVA General Secretary proved unimpressed, calling on manufacturers to “stop pretending and start delivering” on real electric cars that have compelling performance and features. Bu further noted that the strong demand for affordable, decently-specced vehicles like the Kia Niro Electric and Hyundai KONA Electric, is proof that consumers are ready to embrace EVs.
Tesla is pretty much only halfway through its efforts of ramping the production of the Model 3. This third quarter, Tesla is aiming to produce 50,000-55,000 Model 3 — a record number of vehicles but still only a fraction of its planned 10,000/week production rate for the electric sedan. Tesla eventually plans to build 500,000 Model 3 per year, and its upcoming crossover SUV, the Model Y, is expected to hit a production rate of 1 million units per year. Even when the company achieves these targets, though, the auto industry could not transition into the electric car era on Tesla alone — other manufacturers, particularly those with decades of experience, must embrace the shift as well. As Norway’s General Secretary of the EVA noted, the time is now to “stop pretending and start delivering.”
Investor's Corner
Elon Musk drops a Thanksgiving hint about Starship’s biggest test yet
Elon Musk says Starship Flight 15 will try to catch the ship itself, a first.
Elon Musk says SpaceX’s next Starship flight will try something nobody has done before, by catching the ship itself. Speaking to roughly 2,000 people at the X Takeover event at Giga Texas on Saturday, Musk said Flight 15 is about four to six weeks away and “probably launches a little bit before Thanksgiving, is my guess.”
That is a slip from earlier reporting, which had pointed to a launch as early as October 19. Musk explained why the date keeps moving. “We’re making a bunch of improvements to the rocket between every flight,” he said, adding that there are often hundreds, sometimes thousands, of small changes. This time the list is short, “but some of them take a fair bit of work and we’ve got to go inside the tank to make some of these changes.”
“We’re going to try to catch the ship, which is a super big deal,” Musk said. “If we do so, that’ll be the first time that there’s been full recovery of an orbital class rocket.” SpaceX has already caught the Super Heavy booster with the tower’s mechanical arms, and has talked about catching the ship since late 2025, but the upper stage has never been caught.
Musk also laid out what comes after. “The next big milestone would be to refly both the booster and the ship,” he said, describing a Flight 16 where “all parts of an orbital rocket are reflown.”
The reason SpaceX wants this comes down to cost and cadence. Every Starship ship so far has ended its flight in the ocean, and SpaceX expects most of those water landings to end in fireballs. A ship that returns to Starbase intact can be inspected and flown again. SpaceX’s IPO filing, says Starship V3 is designed to deliver 100 metric tons to orbit in a fully reusable configuration, that SpaceX aims to cut the cost to reach orbit by 99% or more versus the historical average, and that tower catches should allow “multiple launches per day.”
The payoff goes beyond cheaper launches. The next generation Starlink V3 satellites are too large for Falcon 9 and can only fly on Starship, which can carry up to 60 per flight. Flight 14 on September 28 deployed the first 26 of them after Starship reached orbit despite an early engine shutdown, as Teslarati reported. Musk blamed engine computer software, and said the heat shield “was extremely robust,” which he claimed in August had solved Starship’s biggest challenge.
NASA’s Moon plans depend on the same capability. NASA’s inspector general has described a lander mission that needs a propellant depot in low Earth orbit and more than 10 tanker flights, with SpaceX targeting one tanker launch every six days. That schedule only works if ships and boosters come back fast and fly again. Also, ship to ship propellant transfer has not been attempted yet.
One interesting hurdle yet to be explored is bringing the ship back to the launch site, with reentry over land, which will undoubtedly come with a lot of aviation safety reviews.
Investor's Corner
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
SpaceX reveals plans for one million Starmind AI satellites and calls out operators hiding maneuvers.
SpaceX has put the largest satellite count it has ever published into writing, and it says that plan only works if every other operator in orbit starts sharing what it knows.
In a new Space Safety page highlighted Tuesday morning by Sawyer Merritt on X, SpaceX said it “plans to operate up to 100,000 Starlink satellites and up to 1 million Starmind AI satellites to meet the growing demand for broadband and supercompute.” Starlink has a little over 11,000 satellites in orbit today, so the target alone implies roughly a ninefold expansion of the broadband network.
Starmind is SpaceX’s orbital AI compute constellation. Elon Musk confirmed the Starmind name in June after an xAI trademark filing surfaced, and in August SpaceX said it was working with Nvidia on the compute payload. The FCC accepted the filing for up to one million satellites back in February.
FCC accepts SpaceX filing for 1 million orbital data center plan
SpaceX also released a new render of what a full Starmind constellation could look like. Alongside it, SpaceX VP Michael Nicolls explained why the satellites will not operate on their own. “We need to operate clusters of satellites in tight formation to get enough coherent compute to run AI models efficiently,” Nicolls said. “A cluster will be 10-ish satellites connected with 10 terabits or so of bandwidth between them, and interconnected to the broader constellation.”
That is the most specific detail SpaceX has given on how Starmind will be built. Instead of a million independent servers, the network would work as tightly packed groups of about 10 satellites acting as one compute unit, with Starlink’s laser links carrying results back to Earth.
There is a bright and exciting future for humanity ahead – and space is fundamental to that future.
To achieve this, space safety must be done right. We encourage every operator to not only share ephemeris data proactively the same way Starlink already does, but to also adopt the high standards of space safety that SpaceX and Starlink use every day → https://t.co/QizAkQZvEm
— Starlink (@Starlink) October 6, 2026
Packing satellites that close together, at that scale, makes collision avoidance the central problem, and most of the Space Safety page is aimed at other operators. SpaceX said Starlink encountered collision risks with about 650 unique maneuvering third party satellites in 2026, and only about half of them shared data. Over six months, Starlink recorded roughly 164,000 more collision risks where the closest approach came within four hours of an unannounced maneuver.
Some operators keep maneuver plans private over proprietary concerns, while others cannot get government permission to share them. SpaceX called those policies “counterproductive,” saying they “largely only serve to create preventable collision risk between satellites.” Starlink is also offering a free ephemeris sharing and screening platform that returns risk results within a minute, backed by its Stargaze network of 30,000 optical sensors.
The push comes as the Starmind application draws opposition from astronomers and environmental groups. In a September filing with the FCC, SpaceX said each Starmind satellite could weigh up to 4,000 kg, nearly seven times the mass of a Starlink V2 Mini. Musk has brushed off crowding concerns before, telling viewers in June that “space is enormous” and that SpaceX already knows how to run very large constellations safely.
SpaceX’s Starmind page says its Gigasat factory in Bastrop, Texas, is designed to produce AI satellites at scale, with deployment of thousands of units starting as soon as late 2027.
Investor's Corner
Tesla deliveries best Wall Street guesses alongside second-best energy quarter
Tesla (NASDAQ: TSLA) reported strong delivery figures that beat Wall Street guesses, and they were revealed alongside the company’s second-best quarter in terms of energy deployments ever.
Tesla announced this morning that it delivered 486,532 cars in Q3, while producing 464,391, exceeding analyst consensus, which sat around 462,000 units.
Meanwhile, Tesla reported 13.7 GWh of energy storage deployed for the quarter. That’s the second-best quarter Tesla has ever reported on that side of things.
🚨 Tesla delivered 486,532 vehicles in Q3, beating expectations at 464,391.
Big Q from the Tesla team, also 13.7 GWh of energy was deployed. pic.twitter.com/olioLWgG7a
— TESLARATI (@Teslarati) October 2, 2026
Vehicle Deliveries
Deliveries were strong, and it was another quarter when Tesla had the opportunity to outshine the Wall Street pundits who are quick to criticize and slow to give credit. Tesla saw a slight decrease in deliveries compared to Q3 2025, but Tesla still had the $7,500 EV Tax Credit to use to help incentivize consumers to pick an EV.
A small decrease of 2.1 percent is pretty telling because it shows Tesla does not need massive federal credits to convince consumers to purchase its vehicles.
It was also the company’s third-best performance all-time in terms of deliveries, trailing that of Q3 2025 with 497,099 deliveries and Q4 2024, when the company handed over 495,570 cars.
We reported several days ago that Tesla Showrooms across the United States were completely bare of inventory or unclaimed units. Many locations also removed Demo Drive units, which had been bought by customers looking to take delivery sooner.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
Energy Generation
Tesla’s Energy Generation performance in Q3 was also very strong, as the company deployed 13.7 GWh of energy storage over the past three months. The only quarter when Tesla reported stronger energy deployment figures was Q4 2025, when 14.2 GWh of energy storage was deployed.
Tesla’s Q3 performance in energy generation has continued to grow each quarter, with the company increasing its deployments by ten-fold since Q3 2021, when just 1.3 GWh was deployed.
It is also nearly double what it was in Q3 2024, when the company reported 6.9 GWh. This is one of Tesla’s quickest-growing divisions, and it flies under the radar with fans and analysts, as many are focused on self-driving or the vehicles themselves.
Tesla Stock
Shares rose 5.07 percent to $372.06 at just after 10 a.m. on the East Coast. This is a rarity for Tesla after a strong delivery report, as positive news usually brings the stock down. Many quarters with extremely robust delivery reports have not been as kind to the Teslanaires of the world.