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Tesla shifts Cybertruck capacity to Cybercab with mid-2027 Texas line closure and deposit refunds. Unsupervised Robotaxi launches in Fort Worth. Musk announces Optimus rental model over sales plus efficiency upgrades for Cybercab.

Texas Robotaxi fleet reaches 1,204 vehicles with Cybercabs leading, Houston service area expands tenfold in Starship shape, FSD Supervised hits 6 million miles per major collision, plus Turo FSD rentals and new referral program.

Covers Optimus humanoid production launch in Fremont with self-training academy, first Robotaxi safety report with 3.1 million driverless miles and zero injuries, and Texas county approval of incentives for $10.1 billion Project Crystal Sun solar plant alongside capex cuts and regulatory updates.

Tesla unveiled its next-gen Roadster with SpaceX thrusters enabling flight, flips, and sub-second acceleration at a McGregor demo. Slovakia became the ninth EU country to approve FSD Supervised with rollout imminent. Austin Cybercab hours extended to midnight amid rapid fleet growth and the exit of Tesla's energy VP.

Covers Tesla Q3 deliveries of 486,532 vehicles beating estimates, $30 billion credit facilities for AI and manufacturing, Supercharger network exceeding 85,000 stalls with record 69 million sessions, plus software updates and energy storage figures.

Covers Tesla's Semi high-volume production start and 2,500-unit order, Grok Bot integration for vehicle tasks, FSD Czech approval with EU vote delay to December, Optimus Gen 3 design and ramp, plus charging expansions and Powerwall updates.

This episode covers Tesla reopening Roadster reservations with $50k deposits, debuting the Accordion Supercharger design, registering a Vietnam sales subsidiary, escalating Cybercab regulatory scrutiny, and expanding Semi Megacharger infrastructure through partners.

This episode covers Tesla's October 1 Roadster reveal announcement, FSD Supervised approval in Slovenia as the sixth EU market, Giga Berlin extra shifts to hit 7,500 weekly Model Ys, Cybercab China static displays, European Semi specs and 2027 deliveries, 2026.32 software ad blocker update, China sales data, Cybertruck Powershare expansion, US EV market share gains, and Vietnam market entry filing.

Covers Tesla's Cybercab public rides debut in Austin with NHTSA audit, Robotaxi hitting 1M unsupervised miles, FSD v14.3.9 rollout with new evasion feature, China's 2.74M vehicle eye-tracking recall, Solar Roof exit impacts, and Model Y L suspension complaints.

Covers Optimus robot manufacturing starting at Fremont, Robotaxi service growth in hours and Dallas coverage, Cybertruck price increases, Grok vehicle controls and Bot integration hints, FSD updates, and major Supercharger plans.

Covers Tesla Cybercab robotaxi launch preparations and Austin sweepstakes, Einride record 500 Semi order, Nevada Robotaxi service approval, Supercharger JD Power ranking drop, and Model Y L range test results.

Tesla advances Roadster with flying stunt plans and designer confirmation; secures limited Nevada robotaxi permit; launches V2L adapter and certified pre-owned program; files for massive Texas solar factory; rolls out FSD v14.1 Lite and reveals Cybercab Starlink integration.

Tesla and SpaceX announce $16.8B Terafab AI semiconductor plant in Texas. Megapack 3 production starts at new Texas facility. 2026.26 Summer Update deploys globally alongside Cybertruck tooling lawsuit resolution.

FSD v14.3.7 bug fixes and v14.3.5 features roll out; Optimus production lines installed at Fremont with first builds for training; 2026.26 Summer Update adds Grok commands, video calls and navigation tools; France FSD testing hits 195k km milestone and Robotaxi activity grows.

Tesla posts Q2 2026 financial results with revenue beat but EPS miss and slight net income drop. Q2 update confirms Fremont Model S/X conversion for Optimus production start later this year. Major 2026.26 software update begins rollout with Grok commands, new animations, traction modes and more.