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Tesla FSD Beta testers’ strikes for forced disengagement counts get reset

Credit: @evamcmillan333/Twitter)

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Tesla FSD Beta testers did not just receive the latest iteration of the electric vehicle maker’s advanced driver-assist system with update v10.69.1 — they also received a much-welcomed strike reset for forced disengagement. This should allow Tesla’s FSD Beta testers to start with a clean slate as they use the system’s newest and possibly best version to date. 

Drivers who participate in the FSD Beta program are required to be attentive and ready to take over at any time. With this in mind, Tesla implemented a strike system that results in drivers losing access to FSD Beta if they are found to be using the system without paying enough attention to the road. Tesla initially gave drivers three strikes before they were suspended from the program, but this was later expanded to five strikes. 

Tesla highlighted in v10.69.1’s Release Notes that while FSD Beta testers’ strikes have been reset, cautious driving must still be practiced at all times. This is sound advice from the EV maker, especially considering the level of scrutiny that FSD Beta and Tesla are constantly subjected to. 

Following are the Release Notes for FSD Beta’s strikes reset. 

Full Self-Driving (Beta) Suspension

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We have reset the “Forced Autopilot Disengagements” counter on your vehicle to 0.

For maximum safety and accountability, use of Full Self-Driving (Beta) will be suspended if improper usage is detected. Improper usage is when you or another driver of your vehicle receive five ‘Forced Autopilot Disengagements’. A disengagement is when the Autopilot system disengages for the remainder of a trip after the driver receives several audio and visual warnings for inattentiveness. 

Driver-initiated disengagements do not count as improper usage and are expected from the driver. Keep your hands on the wheel and remain attentive at all times. Use of any hand-held devices while using Autopilot is not allowed.

This is not the first time that Tesla has reset its FSD Beta testers’ strikes. As noted by Not A Tesla App, the electric vehicle maker also reset the number of strikes for FSD Beta participants back in January with the release of v10.8.1. This was also the time when Tesla increased the number of strikes that users were allowed before they were suspended from the program, from three strikes to five. 

Watch an initial drive of FSD Beta 10.69.1 in the video below. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries

The firm reiterated its Overweight rating and $355 price target.

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(Credit: Tesla)

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025. 

The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.

On Tesla’s vehicle deliveries in Q3 2025

During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report. 

“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.

A bright spot in Tesla Energy

Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.

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“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated. 

Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.

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Elon Musk’s xAI becomes Memphis’ 2nd largest taxpayer in just one year: report

Elon Musk’s artificial intelligence startup, xAI, is reshaping Memphis’s economic landscape.

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Credit: xAI

Elon Musk’s artificial intelligence startup, xAI, is reshaping Memphis’s economic landscape. In just twelve months, the company has become the city and county’s second largest taxpayer.

The update was related in a report from The Wall Street Journal.

Memphis’ second-largest taxpayer

xAI is currently transforming a defunct Mississippi power plant into a crucial hub for AI, supplying electricity to its Colossus supercomputer cluster and its successor, Colossus 2. Together, the Colossi supercomputers will host more than half a million Nvidia chips that would be used for the development and improvement of Grok, xAI’s large language model. 

The buildout has injected billions into the region, making xAI one of Memphis’s most significant private investors and a symbol of the city’s high-tech aspirations. Bill Dunavant III, a Memphis businessman who sits on the board of directors of the city’s chamber of commerce, highlighted xAI’s contribution to the city’s economy in a comment to the WSJ

“In one year, xAI has become the second largest taxpayer in the city and county after FedEx,” he said. A spokesman for the Greater Memphis Chamber of Commerce has also stated that xAI has demonstrated “substantial economic commitment to our region, without any tax incentives.”

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Not without controversy

Despite the economic boost, xAI’s footprint has drawn scrutiny. The company’s natural-gas-powered turbines are expected to consume a substantial amount of water and electricity. Critics have also expressed worries about pollution and increased utility costs, though others see Musk’s wastewater recycling plans and cleanup initiatives as meaningful offsets.

As per the WSJ, xAI’s positioning in the market may be quite different than what Musk is typically used to, considering that the CEO tends to become a first mover in key industries, such as the EV segment with Tesla and private spaceflight with SpaceX. With xAI, however, he is catching up to competitors, the most notable of which is a company he co-founded, OpenAI, and its ubiquitous large language model, ChatGPT.

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Tesla all but confirms that affordable Model Y is coming Tuesday

It does appear that October 7 would be the date when the world sees Tesla’s actual idea of what an affordable vehicle would be like.

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Tesla has released a cryptic teaser of a product that would be announced on Tuesday, October 7, 2025. Based on the company’s hint, it does appear that the product would be the affordable Model Y that has been spotted doing road tests across the country over the past months.

Affordable Model Y sightings

Last week, news emerged that a number of key Tesla influencers visited Gigafactory Texas for a private event. These included veteran Tesla YouTubers, car reviewers, influencers on X, and even a teardown expert who provided the initial insights on how to improve the original Model 3 sedan. At the same time, an uncovered unit of the apparent affordable Model Y was posted online. The vehicle was reportedly sighted close to Giga Texas. 

The new Model Y variant had some notable changes from the standard Model Y. Its fascia seemed inspired by the Model 3 sedan instead of the Cybertruck, and its roof seemed blacked out. Overall, it looked like a simpler Model Y designed to be offered at an affordable price. 

The weekend teasers

Teasers about an upcoming product were posted by Tesla’s official account on social media platform X, though the electric vehicle maker made it a point to keep things very vague. Initially, a closeup video of what appeared to be an aero wheel was posted, though it was vague enough that some speculated that it could be Elon Musk’s long-announced HVAC system instead. 

On Sunday, another teaser video was posted featuring the headlights of a new car. This brought speculations that the new Roadster might finally be announced. Inasmuch as a new Roadster unveiling would be exciting, however, it was evident that the headlights in the new teaser were a match to the uncovered affordable Model Y unit that was spotted close to Giga Texas a few days ago. With this in mind, it does appear that October 7 would be the date when the world sees Tesla’s actual idea of what an affordable vehicle would be like.

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