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Tesla owner shares FSD purchase concerns after vandals set Model X on fire
When Tesla owner Den Dal plugged his family’s 2018 Model X Long Range at a public charger during a recent business trip to Düsseldorf, Germany, he had no idea that it would be the start of a grueling ordeal. Twenty-four hours after plugging in his Tesla, Dal was left with a burned Model X, an FSD purchase that seemed to be up in the air, and a plausible arson incident that seemingly targeted the all-electric SUV.
Den Dal had rented an apartment for his business trip to Düsseldorf which was close to a row of public chargers that his Model X could be plugged in. Unfortunately, all of the public charger’s stalls were being blocked by fossil fuel cars on that day. This resulted in the Tesla owner plugging his Model X at another public charger, which was farther away, about 600 meters from the rented apartment.
The rates of the station were notably higher than Tesla’s charges for its Supercharger Network, but the location at least had a free stall for the all-electric SUV. Dal plugged in his vehicle and went back to his rented apartment, expecting to find his Model X charged and ready to go the next morning.
What he saw was not what he expected at all. To the Tesla owner’s shock, he found his Model X torched, and the burns on the vehicle suggested that it had been deliberately set on fire. A note from the police was placed on the windshield of the all-electric SUV, notifying the Tesla owner that he should head over to the station as soon as possible.
Unfortunately for the Tesla owner, his vehicle did not have a USB drive that was linked to its Sentry Mode feature. Thus, while Sentry Mode was active during the incident, no videos were retrieved from the Model X. The police also stated that there were no local cameras around the public charging station. No other Teslas were in the area either, which may have helped if they were running Sentry Mode as well.
Based on the specifics of the incident, it does appear that the Model X was singled out and deliberately burned. In the street where the vehicle was charging, there were more than 60 cars, some of which were premium vehicles and most of which were from German automakers, yet none were touched. Dal later found out that before his Model X was set on fire, another bike parked in the same area had been torched as well. Local firefighters who responded to the scene also saw where the flames started.
Quite amazingly, the Model X remained drivable despite being burned, which suggested that the vehicle’s batteries and powertrain were still intact after the incident. Describing the vehicle’s status in a message to Teslarati, Dal noted that the interior smelled particularly bad since chemicals of the cooling system seemed to have entered the cabin, as per observations from a Tesla Service Center. Tesla has not provided an update to the Model X owner yet, though there is a pretty good chance that the vehicle may be a total loss.
Dal is a supporter of Tesla and the company’s mission of transitioning the world to sustainable energy, and he purchased Enhanced Autopilot and the Full Self-Driving suite for his Model X despite knowing that the systems’ full features will be rolled out at a later time. That being said, Dal has notable concerns about his FSD purchase after his Model X was set aflame.
The Tesla owner had purchased FSD at a time when Tesla had a discount for the suite, and as such, the system was not insured with the vehicle. From this standpoint, it appears that while the Model X may be insured, its Full Self-Driving system was not. Dal is thus concerned that his FSD purchase will not be carried over if he does purchase another Tesla, which is unfortunate considering that he has not really been able to use much of what Autopilot and Full Self-Driving have to offer yet.
Dal resides in Europe, a region where regulations have forced Tesla to essentially cripple some key features of its Autopilot and Full Self-Driving suite. This results in key FSD capabilities such as Navigate on Autopilot with automatic lane changes and Smart Summon being practically impossible to roll out unless revisions are implemented in the region’s regulations. Tesla is doing what it can to address these regulations, but in the meantime, owners such as Dal, who have purchased FSD with their vehicle, are in a limbo of sorts.
Adding insult to injury, the Tesla owner has unfortunately been subjected to some online attacks from the electric car maker’s critics since posting about his experience online. Some have accused Dal of simply trying to attract attention, while others were insisting that the Model X’s batteries combusted on their own. The former point simply lacks basic empathy, while the latter seems farfetched considering that the Model X remained drivable even after it was torched.
For now, Dal is simply hoping that Tesla could provide a resolution for his vehicle and his FSD purchase. The Tesla owner noted that he would like to acquire another Model X if his SUV is totaled, though he looks forward to hearing about an update from the electric car maker soon.
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.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
