News
Tesla Model 3 protects owner from unsafe air even without Bioweapon Defense Mode
Amidst the ongoing threat of the California wildfires, a Tesla Model 3 owner has posted a brief demonstration of the electric sedan’s capability to maintain the air quality inside its cabin, despite the vehicle not being equipped with the Model S and X’s hospital-grade HEPA filter or a dedicated “Bioweapon Defense Mode.”
Elon Musk took to Twitter last week to offer the Model S and Model X as vehicles that can be used to transport people away from the ongoing CA wildfires. The Model S and X are capable of scrubbing the air inside the car, thanks to their large HEPA filters that are fitted with separate acid and alkaline gas neutralization layers. Later social media updates and anecdotes from Model S and X owners driving through the CA area indicate that Bioweapon Defense Mode helped maintain the air quality inside their vehicles.
In a follow-up tweet, Elon Musk noted that the Model 3’s air filtration system is not on the same “hospital-grade” level as that of the Model S and X, since the smaller vehicle does not have enough space to accommodate the HEPA filtration system in Tesla’s two flagship vehicles. This could be seen in the parts catalog for the vehicles, where the Model X HEPA filter was listed as “FILTER, HEPA, MDL X,” while the Model 3’s system was simply listed as “HVAC, CABIN FILTER, M3.”
If a recent video from a Model 3 owner is any indication, though, the electric sedan, even without a hospital-grade HEPA filter or Bioweapon Defense Mode, is still capable of keeping the air inside its cabin clean. The Tesla owner opted to conduct the Model 3’s air filter test in the San Jose area, which has been affected by the smoke from the Camp Fire (Paradise, CA). Prior to the test, the Model 3 owner recorded a PM2.5 level of up to 135 μg/m3 with the vehicle’s windows down.
Upon closing the windows, the Model 3 owner activated the “recycle air” feature and set the fan speed to 5. Within two minutes, the air inside the electric sedan’s cabin improved to less than 50 μg/m3. Keeping the same settings, the air quality inside the vehicle continued to get better, hitting 5 μg/m3 within nine minutes. For a vehicle with a filter that Elon Musk simply described as “good,” the results of the Model 3 owner’s test were quite impressive on their own right.
- Air quality readings inside a Tesla Model 3 with “recycle air” on and fan speed set to 5. [Credit: sensohax/YouTube]
- Air quality readings inside a Tesla Model 3 with the windows down. [Credit: sensohax/YouTube]
A comparison of air quality readings inside the Model 3’s cabin. [Credit: sensohax/YouTube]
It should be noted, though, that when the “recycle air” setting was disabled, the air quality inside the cabin dropped. Within five minutes, the air inside the Model 3 was back to the 75 μg/m3 level. These results are in line with Tesla’s announcement through its official Twitter account last week, when the company advised Model 3 owners to “set manual recirculating air and turn up the blower speed” to get the best air quality inside the electric sedan.
Overall, the findings of the Model 3 owner’s test are to be expected, considering Tesla’s intense focus on vehicle and passenger safety. The Model 3, after all, is among the safest vehicles on the road today, thanks to its all-electric design and its standard safety features like forward collision warning systems, dynamic brake support, crash imminent braking, and lane departure warning features. The Model 3’s suite of cameras and sensors, as well as capabilities like Autopilot, make the electric sedan even safer.
Just last month, the National Highway Traffic Safety Administration awarded the Model 3 a flawless 5-Star Safety Rating, just like the Model S and X. Based on the NHTSA’s crash test data, Tesla has noted that the Model 3 now holds the distinction of being the vehicle with the lowest probability of injury among all cars that the agency has tested to date. The Model S and Model X immediately follow the Model 3, standing at second and third place.
Watch the Tesla Model 3 protect its occupants from unsafe air in the video below.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
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.
News
SpaceX confirms Starship 15 launch window with massive ambitions
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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Investor's Corner
SpaceX stock gets a slew of price target boosts after bullish earnings call
Wall Street analysts rapidly raised price targets on SpaceX (NASDAQ: SPCX) after the company reported a bullish third quarter for 2026 following the market close on October 20. Shares were sent sharply higher in after-hours and premarket trading.
SpaceX posted revenue of $14.6 billion, a 161 percent year-over-year increase that comfortably topped consensus estimates, which fell near $12.7 billion. The company also posted a net profit of $4.4 billion from a prior-year loss, with adjusted EBITDA reaching $8.8 billion.
More price target movement:
🚀 Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
🚀 Barclays raised its target to $300 from $254 (Overweight).
🚀 Citi increased its target to $240 from $200 (Buy),
🚀 UBS moved to $230 from $210 (Buy)
🚀TD Cowen raised its target to $224 from $200 (Buy).
🚀Morgan Stanley held an Overweight rating with a $300 target.
🚀Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.— TESLARATI (@Teslarati) October 21, 2026
Its Super Intelligence (AI) division generated roughly $7.6 billion and became the largest revenue contributor, growing nearly 830 percent year-over-year, while the Connectivity segment delivered $5.2 billion on strong subscriber additions that lifted the consumer base to 13.6 million for Starlink.
The Earnings Call proved especially catalytic, as CEO Elon Musk and CFO Bret Johnsen outlined Q1 2027 revenue guidance of $33 billion to $37 billion, which was far above the roughly $22 billion analysts had modeled, alongside fourth-quarter capital-expenditure plans of $35 billion to $40 billion focused on AI compute infrastructure at sites including Memphis and Southaven.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
Management targets 2.5 to 3 gigawatts of nameplate compute capacity by year-end and discussed pathways to 13 gigawatts or more by the end of 2027. Musk described relentless demand from hyperscalers and other customers, with compute pricing supporting payback periods of less than a year and potentially as short as six months.
Additional highlights included Starship’s recent orbital success and V3 satellite deployment, Starlink pricing and enterprise momentum, rapid Grok Bot adoption, spectrum expansion plans, and the formation of special committees to explore a possible combination with Tesla.
These elements prompted a wave of price-target increases:
- JPMorgan more than doubled its target to $500 from $240 while maintaining an Overweight rating.
- Cantor Fitzgerald lifted its target to $345 from $246 (Overweight).
- Barclays raised its target to $300 from $254 (Overweight).
- Citi increased its target to $240 from $200 (Buy),
- UBS moved to $230 from $210 (Buy), and
- TD Cowen raised its target to $224 from $200 (Buy).
- Morgan Stanley held an Overweight rating with a $300 target.
- Other firms also adjusted higher, including Wells Fargo (to $274 from $214) and Clear Street (to $248 from $217). Analysts broadly cited the strong quarterly print, accelerating AI compute expansion, Starlink progress, and Starship milestones as drivers of higher long-term growth and earnings power.
Shares, which closed at $147.79 on October 20, jumped roughly 8 percent in early premarket trading on October 21 as investors digested the results and the newly elevated Street targets.
The average analyst price target has moved higher, which reflects greater conviction in SpaceX’s trajectory across launch, connectivity, and the Super Intelligence business, even as elevated spending remains a point of focus.

