Tesla shareholder letter touts Cybercab production, Optimus lines, 10M+ vehicles delivered

XFreeze · x · 2026-10-19

Tesla's new shareholder letter, highlighted by board chair Robyn Denholm, lays out 2026 progress toward what it calls real-world superintelligence: Cybercab production started at Gigafactory Texas, Robotaxi expanded to more US cities, over 10 million vehicles delivered, Tesla Semi launched and a next-gen Roadster unveiled, Megapack 3 production started, first Optimus production lines under construction, and major investments in SI training infrastructure, batteries, chips and a Terafab. The letter frames vehicles, robots, energy and compute as one integrated play to bring superintelligence into the physical world.

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