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Tesla's Inflection Point: The Full List of What's Happening Right Now

Tesla is at an inflection point.

  • Model Y is the best-selling vehicle in the world
  • Cybercab launched; expanding regions and fleet size
  • ~1.5 million active FSD subscriptions, up 56% YoY
  • 55% FSD attach rate on new North American deliveries
  • Q3 deliveries hit 486,532; a record year is within reach
  • Europe-wide supervised FSD getting closer
  • Model 3 now starts at $45,900 in Australia
  • Model YL expands the range
  • Tesla Semi launched; series-production deliveries underway
  • Optimus Gen 3 trial production; reveal still to come
  • Roadster unveil in a week
  • AI5 taped out; volume production targeted for 2027
  • Building its own semiconductor manufacturing capacity
  • V2L/V2H rolling into new vehicles
  • Energy storage continues growing; Megapack 3 + Megablock + Texas Megafactory
  • 40 GWh of 4680 capacity in Texas, alongside lithium refining, cathode and LFP production
  • 82,000 Supercharger connectors globally, up 17% YoY
  • 200 MW of Cortex AI training compute in Texas

What else am I missing?

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