News
Tesla and its Supercharger Network dominate 11-way 1,000-mile EV test
An 11-way, 1,000-mile endurance test has proven that long trips with an electric vehicle in the United States are now possible, though those who are not driving Teslas may find themselves a bit challenged. These were the findings of motoring publication Car and Driver, which held a long-distance race between 11 EVs that are currently sold in the United States.
The vehicles that participated in the test were the Tesla Model S Long Range Plus, Tesla Model Y Performance, Tesla Model 3 Performance, Ford Mustang Mach-E, Porsche Taycan 4S, Kia Niro EV, Audi e-tron, Volkswagen ID.4, Volvo XC40 Recharge, Polestar 2, and Nissan Leaf Plus. Participants in the event, which were comprised of two-person teams, were given free rein to select their own route, provided that they hit checkpoints in Cincinnati; Athens, Ohio; Morgantown, West Virginia; Erie, Pennsylvania; and Ann Arbor.
Despite using apps like A Better Route Planner (ABRP), some teams immediately started hitting some challenges just a couple of dozen miles into the race. The team in the Nissan Leaf Plus, for example, made its first stop at a charging station just 23 miles into the race, reportedly as suggested by the ABRP app, but this resulted in them being the last group to arrive at a single ChargePoint DC fast charger in Lima, Ohio, behind three other teams. The team in the Audi e-tron eventually gave up their spot in the queue to look for another charging station, but they eventually returned after the other charger they were hoping to use turned out to be offline.
The non-Tesla EVs with longer range such as the Ford Mustang Mach-E and the Volkswagen ID.4 fared slightly better, driving longer distances before needing a charge. When the vehicles did need a charge, however, the teams ended up experiencing similar issues as their competitors. From single ChargePoint DC fast chargers in some locations to areas with only Level 2 chargers available, some of the teams in the race ended up wasting valuable time. This was especially true for the Ford Mustang Mach-E team, whose lead against its non-Tesla peers tricked down as slowly as the Level 2 stations it ended up using north of Morgantown.
In comparison, the Tesla Model S, Model 3, and Model Y teams went through the race without much issues, and a good reason for this was the Supercharger Network. With the rapid charging station being as robust as it is today, the trifecta of Teslas dominated the 1,000-mile race. The Model S Long Range completed the race in commanding fashion, and it was followed by the Model Y team, who beat the Model 3 team through some extra assertiveness. This all but proved that if drivers wish to conduct long road trips in an electric vehicle today, Teslas are still the way to go. The Supercharger Network is just that good.
Ultimately, the Tesla Model S completed the 1,000-mile run in 16:14, followed by the Tesla Model Y, which finished the race in 17:50. The Tesla Model 3 took third place with a 17:55 time. The rest of the competition arrived over the following hours. The Ford Mustang Mach-E, the electric vehicle hailed by Car and Driver as its 2021 EV of the Year, came in at fourth place with a total time of 20:31, followed by the Porsche Taycan 4S, which had a total time of 21:00. The Kia Niro EV, the Audi e-tron, and the Volkswagen ID.4 all took over 23 hours to complete the 1,000-mile run, and the Volvo XC40 Recharge needed 25:47 to finish the race. The Polestar 2 took a surprisingly long 26:52 to complete its run, while the Nissan Leaf Plus took a whopping 32:57 before it crossed the finish line.
Watch Car and Driver’s 11-way 1,000-mile EV test in the video below.
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News
Tesla Cybercab gets a for sale date at last
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.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
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.
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.