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Tesla’s Elon Musk highlights that wait for next-gen Roadster ‘will be worth it’
Elon Musk teased that the long wait for Tesla’s next-gen Roadster “will be worth it.” The CEO’s update came as a response to tech YouTuber Marques Brownlee’s tweet about the vehicle, which has seen delays in its deliveries.
Musk and Design Chief Franz von Holzhausen remain tight-lipped about the new Roadster’s improvements, but there is no doubt that it will be astonishing. Since the next-gen Roadster’s unveiling, there have been staggering improvements in Tesla’s other vehicles and the company’s technology, especially in the battery development front.
For instance, the Model S passed the 400 mile EPA range earlier this year and Tesla finally unveiled its own 4680 cell during Battery Day in September. Currently, some specs of the Model S Plaid almost overlap with the base next-gen Roadster.
The base Roadster has a 0-60 mph time of 1.9 seconds, while the Plaid Model S can do it under 2.0 seconds. The numbers speak for themselves. The base Roadster still beats the Plaid Model S in top speed and range, but not by a league. The all-electric supercar has a top speed of +250 mph and a range of 620 miles, while the Plaid Model S has a top speed of 200 mph and an estimated range of 520+ miles.
Then there is the Roadster with the SpaceX Package which will be another variant altogether. The host of YouTube channel Engineering Explained ran the numbers on the Roadster SpaceX Package using Issac Newton’s basic physics principles. He determined that the Roadster could hit 0-60mph in 1.1 seconds with SpaceX thrusters. Without a doubt, that much power will need sufficient energy and may rely heavily on the success of Tesla’s homegrown battery cell.
Elon Musk and Tesla Chief Designer Franz von Holzhausen have dropped some vague hints about the next Roadster over the last two years. In October 2019, Holzhausen teased that Tesla had already made improvements to the Roadster since its unveiling.
“It’s evolving deservedly so; it needs more time. It will be even better than what we’ve unveiled. In every way,” he said during an appearance in Ryan McCaffrey’s Ride the Lightning podcast. Unfortunately, Franz didn’t dive into specific details about the improvements that could be expected in the production version of the all-electric supercar.
Elon Musk said that the Cybertruck production and deliveries may start before the Roadster during an appearance at The Joe Rogan Experience podcast. Gigafactory Texas is expected to start Cybertruck production next year, though Model Y production will likely commence in the complex first. Tesla has been making great progress with the construction of Giga Texas so far.
After Tesla successfully ramps Cybertruck production, it may start working on manufacturing the next-gen Roadster and the Semi. Whether the Roadster’s production will precede the Semi’s remains unclear. Either way, Tesla has a lot of work left before its next-gen Roadster hits the road.
Since its unveiling in November 2017, the Tesla Roadster has been a long-awaited vehicle in the electric car community. Tesla’s next-gen Roadster is quite symbolic for the EV automaker. After all, it was the original Tesla Roadster that really kicked the company into gear so many years ago.
The EV automaker removing the Roadster from the main page of tesla.com may have worried some people, especially considering its historic position at Tesla. The noted tech YouTuber’s tweet about the change probably reflected most of the community’s feelings on the matter. “The Roadster being gone from tesla.com scares me,” Brownlee tweeted, tagging Elon Musk.
The Roadster has been removed from the front page of Tesla’s website, but can still be found using the hamburger menu. Elon Musk’s short reply to Brownlee’s tweet revealed that Tesla has not forgotten about the next-gen Roadster at all. Tesla may simply be waiting for all the pieces to come together before it produces the next iteration of its historic vehicle.
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.
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.
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.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
