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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