In this episode of Kilowatt, I cover Tesla's Q3 2026 earnings call, including updates on Full Self-Driving, Robotaxi, CyberCab, Optimus, and Tesla's energy business. Elon Musk discusses Tesla's plans to increase vehicle production to five million annually by 2030, expand autonomous driving into additional markets, and ramp up Megapack production. I take a closer look at Tesla's Robotaxi expansion plans, including the company's goal of reaching 30 cents per paid mile and what that could mean for owners hoping to earn money by putting their vehicles on the network. We also get updates on Optimus, including manufacturing challenges, AI training, improvements to the robot's hands, and Tesla's timeline for delivering robots to outside customers. Tesla executives share new information about FSD subscriptions, future unsupervised driving capabilities, and plans to expand CyberCab availability beyond Austin. Along the way, I discuss Tesla's ambitious timelines, the importance of actual Robotaxi fleet numbers, and why I'd like to see more transparency around FSD subscription retention.
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