Tesla Q3 earnings: Musk fields 21 questions on Robotaxi costs, FSD revenue and Optimus
XFreeze · x · 2026-10-22
Full Q&A from Tesla's Q3 2026 earnings call, with Elon Musk and executives answering 21 investor questions, including:
- Robotaxi/Cybercab: scaling beyond Austin, whether regulation is now the main bottleneck, production ramp, pricing below rideshare, and cost-per-mile economics.
- FSD: when unsupervised FSD reaches customer cars, whether subscription revenue is nearing $1B/year, retention rates, and why Tesla won't build its own maps.
- Optimus: whether training data is the bottleneck (crowdsourcing vs Optimus Academy), whether the hand remains the sticking point, and why not ramp production now.
- Compute and manufacturing: Terafab capex and milestones, chipmaking equipment procurement, and the scale of the Megapod distributed power/compute idea.
Related event: Tesla Q3 Call: Robotaxi Expansion, FSD Nearing $1B Revenue(2 posts)→
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