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Tesla Semi competitor Nikola Motor promotes custom OS, 3-yr production estimate
As it continues the development of its first hydrogen-electric truck, Tesla Semi rival Nikola Motor posted an update on the software development for its vehicles. In a post on Twitter, Nikola noted that its custom operating system has reached a point where it could be cold booted in seconds. The hydrogen-electric truck startup also provided what appears to be a brief update on its software’s rollout. In its post, Nikola mentioned that its software still has three years of optimization left before it enters production.
How awesome is Nikola's operating system and instrument cluster? We can cold boot the infotainment system and instrument cluster in less than 8 seconds from start! And we have 3 years optimization left before production!
— Nikola Corporation (@nikolamotor) February 3, 2019
While Nikola is yet to release details about the upcoming custom OS for its hydrogen-electric trucks, the company has teased a number of features centered around its software nonetheless. Among these is the Digital Cockpit, which allows drivers to control most of the trucks’ functions and through a center 21″ touchscreen, as well as a feature called Surround Vision, which gives operators a virtual aerial view of the area surrounding the truck in real time. This feature is made possible by using a suite of cameras, radar, sonar, and computing software, allowing truck drivers to fully cover their blind spots while driving. Nikola also notes that its vehicles are equipped with the necessary hardware to enable full autonomous safety and convenience features.
That said, Nikola does have quite a lot of work to do before it could market its hydrogen-electric trucks as a viable alternative to diesel and all-electric long-haulers like the Tesla Semi, which is expected to begin initial production sometime this year. Nevertheless, the hydrogen-electric truck startup has ambitious plans for its vehicles’ hydrogen refueling network, with the company aiming to set up an estimated 820 refilling stations operating across the United States by 2028.
The emergence of zero-emissions vehicles like the Nikola One and the Tesla Semi could herald the start of a new era for the trucking market. Considering their capabilities, vehicles like Nikola One could replace long-range diesel trucks, and all-electric units like the Tesla Semi could easily dominate the market for shorter-range routes. This particular point appears to be evident for Nikola Motor CEO Trevor Milton, who recently took to LinkedIn to invite former Tesla employees who were affected by the electric car maker’s recent round of layoffs, which affected 7% of the company’s workforce.
In his post, Milton noted that his invitation to former Tesla employees is not in any way throwing shade at the electric car maker. The Nikola CEO also stated that the hydrogen-electric truck maker has “large cash reserves” to support hundreds of new employees. Following is Milton’s LinkedIn invitation.
“Forward this on to all Tesla workers. Anyone who was affected by the #tesla layoffs, please let me know and I’ll try to get you in front of our HR to be reviewed. We have hired as many as fit our positions from the #faraday and #gm layoffs so this is not a bash on Tesla. We are hiring hundreds of positions and have large cash reserves with a great company culture. See our glass door. I am taking time out of my crazy schedule to try to help in these situations.
“I feel for everyone that goes through that especially with financial obligations. If #tesla could they would keep everyone but it’s the result in growing in a competitive market. I hope I can help all those affected. Please DM me directly WITH your resume attached. I don’t have time to email asking for it so please include it and I’ll try to help as much as I can. You can also email joe.pike@nikolamotor.com if you want direct contact to HR.”
Nikola is currently preparing for Nikola World 2019, a two-day event in April that would feature the unveiling of the pre-production models of its hydrogen-electric trucks. The hydrogen-electric truck startup is also planning to unveil a 2.3-megawatt H2 fueling station that serves as a model for Nikola’s upcoming network of refilling stations at the upcoming event.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (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.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
