TeslaUnpacked
Updated Oct 31, 2026

Latest

Everything that mattered, newest first. Each item links to its source.

Oct 30, 2026

Musk denies Optimus reservations opening in December

“No,” he replied to a report of a waitlist; there is no external sales program.

Source: TeslaNorth
Oct 26, 2026

Houston Robotaxi zone expands ~10x to ~254 sq mi

34 unsupervised Model Ys; Austin has 397 driverless vehicles, more than half Cybercabs.

Source: Electrek
Oct 21, 2026

Q3 2026: revenue flat at $28.05B, net income −43%, margins rebound

Non-GAAP EPS $0.48 beat; R&D +69%; capex guidance cut to ~$20B; $30B credit lines.

Source: Electrek
Oct 21, 2026

Optimus production begins in Fremont

First production-quality Gen 3 units on the 1M/yr line; 20K a week “at least a year” away; Optimus Academy announced.

Source: Not a Tesla App
Oct 21, 2026

First Robotaxi Safety Report: 3.1M unsupervised miles, zero injuries

Next cities: Las Vegas, Phoenix, Jacksonville, San Antonio. Dallas gets Cybercabs in November.

Source: Not a Tesla App
Oct 21, 2026

Terafab: test chip mid-2027, real production late 2028

Capital “north of $100 billion long term”; Tesla/SpaceX cost split undecided.

Source: Call transcript
Oct 21, 2026

Musk: EU-wide FSD approval by Q1 2027; v15 “pretty soon”

1.74M paid FSD subscriptions, +67%.

Source: Call transcript
Oct 20, 2026

Tesla and SpaceX form merger committees

Musk disclosed independent-director committees at both companies; Tesla approval needs 50% of all shares.

Source: Bloomberg
Oct 19, 2026

2026 proxy: annual meeting Dec 3; Musk at ~20%

Reported 2025 pay $158.4B (unrealized); 2018 options exercised June 16 (~$116B).

Source: Electrek
Oct 15, 2026

Roadster revealed at SpaceX McGregor; production 2028

Three trims, cold-gas thrusters, claimed 0.81 s 0–60, >300 mi; reservations $50K/$250K.

Source: TechCrunch
Oct 15, 2026

Tesla confirms Autopilot/FSD engaged in fatal New Jersey crash

A 2021 Model Y crossed a median at 37 mph on Aug 22, killing a 68-year-old; narrative redacted.

Source: Electrek
Oct 9, 2026

NHTSA opens school-zone speeding petition on Robotaxi

DP26010, based on three videos and four incidents; no crashes or injuries.

Source: Road & Track
Oct 2, 2026

Q3 deliveries 486,532 beat consensus, −2.1% YoY

Energy storage 13.7 GWh missed; “other models” fell 48%.

Source: Tesla IR
Sept 25, 2026

Semi reaches volume production; customer deliveries begin

From the dedicated 50K/yr Nevada factory.

Source: Electrek
Sept 17, 2026

AI5 enters trial production at Samsung Taylor on 2nm

Yield verification by year-end, mass production 2027.

Source: Not a Tesla App
Sept 4, 2026

NHTSA audits Cybercab's safety self-certification

AQ26002 asks how a car with no steering wheel meets federal standards.

Source: TechCrunch
Sept 3, 2026

Cybercab enters Robotaxi service; 1M unsupervised miles

Invite-only Austin event; first paid Cybercab rides the next day. Musk: “A storm of Cybercabs.”

Source: Electrek
Aug 20, 2026

Nevada approves up to 5,000 Tesla robotaxis in Clark County

Uber and Waymo got 1,000 each.

Source: Coyote Country
Aug 6, 2026

First Megapack 3 off the line at Brookshire; Terafab site named

16 months from groundbreaking; Grimes County confirmed for the full chip plant.

Source: TeslAnt
July 22, 2026

Q2 2026: record $28.24B revenue, first negative free cash flow since 2024

“Volume production” language dropped for Cybercab and Optimus.

Source: Electrek
July 21, 2026

Robotaxi launches unsupervised in Orlando and Tampa

Florida reaches three markets.

Source: Not a Tesla App
June 16, 2026

Musk exercises 304M options from the restored 2018 package

About $116B at $23.34 a share; his stake reaches ~20%.

Source: Electrek
May 10, 2026

The last Model S rolls off the line

14 years of Model S, 11 of Model X; Fremont converts to Optimus.

Source: electrive
Apr 21, 2026

Cybercab production begins at Giga Texas

Installed capacity above 125,000 a year.

Source: Electrek
Apr 10, 2026

Netherlands approves FSD Supervised — a first for Europe

After 18 months and 1.6 million km of testing.

Source: Electrek
Mar 21, 2026

Terafab announced in Austin

A Tesla–SpaceX chip fab; Intel joins in April.

Source: Electrek
Jan 22, 2026

First public Robotaxi rides with no one in the car

A handful of unsupervised vehicles in Austin, chase cars following.

Source: Electrek
Nov 6, 2025

Shareholders approve the $1T CEO award

More than 75% of votes cast, at Giga Texas.

Source: CNBC

From the wider Musk universe

Elon's Universe
Oct 31, 2026

Judge lets Clean Air Act suit over Colossus turbines proceed

A federal judge in Mississippi denied xAI's motion to dismiss the NAACP and SELC lawsuit over unpermitted gas turbines.

Source: TechCrunch
Oct 30, 2026

Shotwell moves 2M+ SpaceX shares into escrow for children

Distribution to Trump Accounts of kids 11–17 in lower-income ZIP codes begins in December; a second gift is coming.

Source: Reuters
Oct 29, 2026

Musk: Blindsight is “ready,” waiting on regulators

Neuralink's vision implant is engineering-complete per Musk; a speech participant hit 75 words per minute.

Source: TeslaNorth
Oct 27, 2026

Peter Sellis named head of product at X

The ex-Snap and Discord product leader takes over from the trio that followed Nikita Bier.

Source: Business Today
Oct 23, 2026

Grok Imagine releases first 7 minutes of its AI “Odyssey”

Episode 1 of Musk's promised feature-length AI film, made with Wonder Studios; reviews were cool.

Source: TechCrunch
Oct 20, 2026

SpaceX and Tesla boards form merger committees

Independent directors will study combining the two companies; Musk recused himself.

Source: TechCrunch
Oct 19, 2026

Musk pledges a SpaceX share to every American child in 2027

Roughly 60 million children would receive stock through Trump Accounts; mechanism not yet announced.

Source: Axios
Oct 12, 2026

The X Subscription bundles Grok, Cursor and X Premium

Tiers from $8 to a reported $200 a month, rolled out globally.

Source: PYMNTS