Tesla says it's winding down Cybertruck to make room for Cybercab. I don't buy it. Giga Texas sits on 2,500 acres with 10M+ sq ft of factory floor. Tesla is already prepping the site for an Optimus line built for 10M robots a year. There's room to grow if they need it. Tesla's own Q3 deck lists installed capacity there of 375K+ Model Y, 125K+ Cybertruck, and 125K+ Cybercab. The Cybertruck line ran at roughly 22% of capacity last quarter. Space isn't the problem. And Cybercab doesn't replace what Cybertruck does. It's a two-seater built for short trips. That leaves a massive gap. Families. People who want a bigger vehicle. People who haul gear. People where transit doesn't reach. Robots won't fill that gap anytime soon. So is Tesla conceding its car business to SpaceX's priorities? Maybe. But mass-producing vehicles is worth a lot. Battery and motor IP. Manufacturing know-how. Millions of owners validating autonomy every day. I don't think they walk away from that. Lars Moravy said "never say never" on S and X. He also said a comeback would start from zero, on Cybercab-style manufacturing. Elon said Tesla's lineup will be autonomous vehicles of different sizes. When someone begged for a minivan: "Something way cooler than a minivan is coming." Different sizes. Cooler than a minivan. My bet: Tesla is cooking something behind the scenes. Not a resurrected S or X. A new line that pulls from what they've built with Semi and Roadster. We'll see.

This is sad for me to hear, I love my @Cybertruck, but I can see why this decision was made. It was not a success to the market. Hopefully the lessons learned from this product will live on to make even better and more popular products going forward. Cybertrucks will be around for a long time, and hopefully my Foundation series will keep me safe and drive me around for hundreds of thousands of miles.

Congrats on the new @Robotaxi city! Interesting that this newest robotaxi city, Forth Worth, wasn't even on the most recent cities coming soon list that included Vegas, Jacksonville, Phoenix, and San Antonio!

Trick or Treat mode on both of my @Tesla's was a big hit in the neighborhood on Halloween night. The spooky sounds and lights were great. I also knew when kids were approaching the door so I could get up and prepare to hand out candy when I heard the car make a different sounds as someone approached the vehicle! Its these small things that make the Tesla software team really stand out. Most don't know how much these little software updates add to the love of the vehicle. Bravo Zulu Tesla on this year's Halloween mode!

Robotaxi updates Service – Operating hours are now 6am - 2am Features – Rear view camera feed now available to view during your ride – Trip details can be shared with a friend – New Live Activity design & experience – Calm Mode dims the screen & sets cabin lighting to a relaxing state – Grok now available on our Model Y vehicles Accessibility – Improved vehicle locating arrow in the app – Added haptic feedback to assist users in finding their vehicle – Music Control via Screen Reader

Tesla FSD referral Program should become the most viral referral program ever. Tesla has dug it's heels in on not using major advertising campaigns. We are the advertisers. Get a free month of Full Self-Driving (Supervised) when you use my link.

I just added Oddsy to my Grok Bot team. It's a read-only prediction-markets agent. Here's how I use it. When my agents research something, investigate a question, or debate a decision as a group, Oddsy joins in and pulls live odds from Polymarket, Kalshi, PredictIt and Manifold. It shows where the markets agree, where they split, and which markets are too thin to trust. It never trades or signs in. It just brings what the money says into the room, so we're not only going on what we think. Clone your own here:

There have been so many small micro updates to FSD v14.3 over the past few months it really makes me wonder were we are on the path to v15. Many small updates makes me wonder if we will be on this version for a quite some time. In past years when the number of small updates continued for a long time, it was an indication that they were committing to it spending resources on a current version while the larger version was still being baked. Perhaps with larger expansion of the @Robotaxi fleet waiting on a Robotaxi version of v15, consumer vehicles could be on v14.x until early next year. Just speculation, but every time I get a small update on this version it makes me feel like they are continuing to commit resources to this version rather than move on.

There are a lot of thoughts I want to share about @Tesla and @TeslaSI after this recent earnings call. Ashok @aelluswamy once again was the steady voice if you knew how to listen to what he said. Phil Duan @pduan has said the same things to me recently at the Cybercab Launch and other events. Listen carefully to what they say. FSD v15 with the huge increase in parameter count is the current plan and new bench mark they are betting on for functionality improvement. There is a set of new functions they are talking about that will be introduced in this new version that they hope will enable unsupervised at scale within the geofenced areas. It was mentioned in the earnings call as, additional opertating hours, high speed roads, and marginal weather conditionss. Ashok spoke specifically about one of the biggest new functionalities. New mapping and navigation learning behavior that will remove the dependency on third party maps. This is huge, and hopefully works well as navigation, lane selection, and poorly mapped speed zones, school zones, and local mapping details are a pain point on the current implementation. We have been here before, v12 solved, v13 solved, v14 solved, .. etc. I will be the first one to say.. this problem is never solved. We will never be happy with a single version and say its done. So take that mindset and throw it away. It is always an incremental improvement to continue and solve the unsupervised driving problem. Without at doubt, I have the most confidence in the leadership and members of the @TeslaSI team to be the leaders in solving this problem. I would argue that members of this team will probably be poached and asked to lead new teams at other companies and fork this technology into other versions. I hope this happens, both for the individuals and for the benefits it will ultimately bring to all of us driving the vehicles Bravo Zulu to the @TeslaSI team, I support each of you.

Ashok on earnings call.. Robotaxi scaling is software driven through the end of this year. Will expand service until 2am soon, then 24/7 later this year. High speed roads, and more weather conditions coming too. Expected scaling expansion to transition a regulatory critical path from a software critical path Q2 next year. This is another nested statement saying that progress is going to depend on v15 later this year then regulatory approval for additional locations mid next year.

Ashok @aelluswamy on the earnings call. FSD v15 later this year for @Robotaxi and consumer cars. So no change on this timeline without any additional fidelity. New Tesla maps with v15 sounded really promising for better data and navigation.

Very few people will ever own or drive the @Tesla Roadster, but similar to past NASA technology transfers to industry and inspiration to millions of young aspiring engineers, the Roadster just changed the world. This happens by changing what most think is impossible into the possible. Bravo Zulu to the @tesla and @SpaceX teams.