Q3 Earnings Call https://t.co/RTl7TcEToz ...

Production & Delivery - Tesla achieved record deliveries and energy storage deployments in Q3 [1] - Model Y is the best-selling vehicle in Norway, Switzerland, Iceland YTD, Finland for Q3, Netherlands & Denmark in September [2] - Tesla achieved record deliveries in South Korea, Taiwan, Japan & Singapore and began deliveries of Model Y in India [2] - Giga Berlin produced its 100,000th refreshed Model Y and started production of Model Y Performance [2] Product Innovation & Expansion - Tesla launched Model 3/Y Standard in North America, with >300 miles range, starting at $36,990/$39,990 respectively [2] - Tesla launched Model Y Performance in North America [2] - Tesla launched Model YL in China, a longer wheelbase version of Model Y with 6 seats and 3 rows [2] - Tesla unveiled next-generation industrial storage product – Megablock – integrating four Megapack 3s [3] AI & Software Development - Tesla started rolling out v14 of FSD Supervised in October, improving handling of complex scenarios [2] - Tesla expanded Robotaxi service area and fleet count in Austin and launched Bay Area ride-hailing service [2] - Tesla announced a deal to manufacture advanced semiconductors for AI inference and training in the US with Samsung [2] - Tesla is pursuing the launch of FSD Supervised in Europe, pending regulatory approval [2] Energy & Infrastructure - Tesla had the highest quarterly energy storage deployments ever [3] - Tesla added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year [4] - Tesla launched first v4 Supercharger cabinets, enabling 500kW charging for passenger vehicles & 1,200kW charging for Tesla Semi [4] Manufacturing & Battery Technology - Tesla expects its lithium refinery in Texas to begin production in Q4 2025 and its LFP lines in Nevada to begin production Q1 2026 [3] - Megafactory Houston will begin Megablock production in 2026 with up to 50 GWh per year of manufacturing capacity [4]

Safety Performance - Tesla's Autopilot technology is approximately 9 times safer than the US average [1]

Safety Performance with Autopilot - Tesla Autopilot 辅助驾驶系统在 2025 年第三季度记录到每 636 万英里发生一起撞车事故 [1] - 美国国家公路交通安全管理局 (NHTSA) 和联邦公路管理局 (FHWA) 2023 年的最新数据显示，美国大约每 70.2 万英里发生一起汽车撞车事故 [1] Comparative Analysis - 在使用 Autopilot 的情况下，撞车事故发生率远低于 NHTSA 和 FHWA 报告的美国平均水平，约为美国平均水平的 11% (702,000/6,360,000) [1]

Market Dominance - Tesla Autobidder 优化了英国 20 个最佳电网规模电池中的 16 个，占比 80% [1] - Tesla 在英国大型电池市场占据主导地位 [1] Technology & Functionality - Autobidder 使用实时数据和人工智能自动买卖电力 [1] - Autobidder 旨在最大化收入并稳定电网 [1]

This new letter from Chair Robyn Denholm sets the record straight on ISS’s and Glass Lewis’s recommendations, including why their one-size-fits-all policies don’t work for a company as uniquely ambitious as Tesla or its shareholders.ISS and Glass Lewis have time and time again recommended against Tesla’s proposals designed to promote the sort of extraordinary growth we have enjoyed, and time and time again they have been proven wrong by both our shareholders’ votes and Tesla’s results. Tesla’s market capita ...

Electric Vehicle Travel & Infrastructure - Supercharger network facilitates long-distance electric vehicle travel [1] - A Cybertruck family completed an 8,911 mile (approximately 14,340 kilometers) road trip [1] - The road trip included 68 charging stops [1] - The Cybertruck's energy consumption was 407.9 Wh/mi (Watt-hours per mile), resulting in a 301 mile range (approximately 484 kilometers) [1] Travel & Tourism - The road trip spanned 27 days [1] - The journey included visits to 14 National Parks [1] - The trip featured "2 TONS of odd roadside attractions" (approximately 1814 kilograms) [1]

https://t.co/mHtDlBexDN ...

RT Sawyer Merritt (@SawyerMerritt)Tesla added more Superchargers in the US in Q3 than the next nine networks combined. https://t.co/zihhezI6a6 ...

Ultra-fast decision makingΛnanto Mohammad (@01Ananto):The best feature of FSD 14.1.2 Mad Max is its reaction time and object detection.In this video, FSD recognizes a steam pole despite a car in front, immediately decides to change lanes despite a van in the other lane, calculates the space perfectly, and proceeds safely. 🤯 https://t.co/NxlTvKf75i ...