FSD / Robotaxi归档

Summary:
According to Benzinga, Waymo borrows 5 billion USD for its global Robotaxi business expansion.

Content Summary:

• Waymo is borrowing 5 billion USD for global Robotaxi expansion.

📊 Ticker: TSLA

🔴 [Regulatory Filing] Tesla Cybercab's entire door skin falls off after collision in Philadelphia

Summary:
Electrek reports that a gold Tesla Cybercab was involved in a collision this week on Broad Street in Philadelphia, and the outer skin of the driver's-side door fell off entirely; the report also notes that Tesla does not hold a Pennsylvania permit to operate highly automated vehicles, and it remains unclear who was at fault and whether the vehicle was being driven by Tesla software.

Content Summary:

• Reddit user ryephila posted photos showing a gold Cybercab parked on South Broad Street in Philadelphia, about one mile south of City Hall, with the left door skin completely missing, exposing the door's inner frame, window regulator, and wiring harness; the poster said they did not witness the collision and only said it looked like a low-speed accident tore off the left door panel.
• The photos show the glass intact and no bending visible in the underlying structure, with other damage relatively minor: wrinkles in the trim below the door and scratches on the rear fender; in the second photo, a dark-colored sedan is parked behind it, but the report says it cannot be confirmed whether that car was involved, and there is no information on injuries.
• The report says Tesla does not paint the Cybercab, and its body panels are made of mixed-color injection-molded plastic; Tesla engineering head Lars Moravy and design head Franz von Holzhausen told Sandy Munro last year that the colored skin connects to a plastic backing panel, and the entire panel is secured by fasteners accessible from the inside.
• Pennsylvania requires operators of highly automated vehicles (SAE Level 3 and above) to obtain a PennDOT compliance certificate, and the report says the list of PennDOT certificate holders has seven names, with Waymo included and approved to operate in Philadelphia with a safety driver, while Tesla is not on the list.
• The report says the gold Cybercab has been appearing around Philadelphia since mid-September, and The Philadelphia Inquirer previously reported that several were photographed at a Tesla store in Devon, with Tesla not explaining their purpose; based on this, the report says the vehicle on Broad Street was most likely being driven manually or operating with Level 2 driver assistance, with a human in the car responsible.
• The report mentions that Tesla has been putting Cybertruck steering wheels into test Cybercabs for this kind of work, but the photos cannot determine whether this vehicle had a steering wheel; the report also says that under NHTSA's standing general order, crashes involving automated driving systems must be reported even if they cause only property damage above the threshold, while Level 2 crashes are reported only when they involve death, hospitalization, airbag deployment, or hitting a pedestrian or cyclist.

📊 Ticker: TSLA
🧭 Market Stance: Neutral

Summary

特斯拉 AI 团队成员 Kalena Brown 回复车主称，FSD 用户无需取消订阅即可获得万圣节模式，该功能即将进入 FSD 分支。

Key points

• 一名车主在 X 上发帖称将取消 FSD 订阅以提前获得万圣节更新，特斯拉 AI 团队 FSD 分支成员 Kalena Brown 直接回复确认“无需”这样做，因为很快会推送。
• 万圣节模式已随软件更新 2026.38.3 在主分支开始推送；特斯拉刚开始推送的 FSD v14.3.11（更新 2026.33.5）不包含该节日功能。
• Brown 未公布发布时间，文章称预计万圣节模式将在接下来几周内到达 FSD 分支。
• 作为时间参考，特斯拉今年夏季更新于 7 月底开始推送，花了近一个月才合并到 FSD 分支并推送到最新 FSD 版本的车辆。
• 万圣节模式包含：车辆头像变为发光床单幽灵、全屏驻车可视化加入墓地/鬼屋/泥中僵尸手/南瓜灯、行驶时其他车辆发绿光、行人变为骷髅、FSD 路径变紫色；“Trick or Treat”在有人靠近驻车时播放恐怖音效并闪烁车灯，但开启时会禁用哨兵模式；还有主题定制贴膜、万圣节锁车音、猫头鹰鸣叫转向灯、新“Fright Show”灯光秀、Photobooth 效果、恐怖新 Boombox 语音等。

📊 标的：TSLA

🔴 [Media Report] Tesla Halloween Mode Update Full Analysis: Ghost Car, Trick or Treat Mode, and Four Themed Wraps

Summary:
The professional media outlet Not a Tesla App has broken down all the features of Tesla's Halloween Mode, which is released with software update 2026.38.3 and includes content such as the ghost car avatar, graveyard parking scene, Trick or Treat mode, four themed wraps, new lock sound, owl turn signal, and spooky light show.

Content Summary:

• Halloween Mode is released with software update 2026.38.3, is located in the Toybox menu, can be enabled year-round, and includes two toggles: Ghost Costume and Trick or Treat; when enabled, the screen plays a short animation with a full moon and Halloween title, and the interior ambient lighting turns orange.
• Ghost Costume, while parked, overlays the vehicle avatar with a white bedsheet with eye holes, and the background switches to a graveyard scene including a haunted house, full moon, dead trees, jack-o'-lanterns, and zombie hands reaching out of the dirt; Cybertruck has its own separate parking scene; while driving, the bedsheet flutters with vehicle speed, other vehicles emit green light, pedestrians become skeletons, trash cans become orange pumpkin faces, traffic lights become colorful pumpkins, and FSD and Autopilot paths and lane lines become purple.
• Trick or Treat mode plays scary sound effects through the external speaker and flashes interior and exterior lights when visitors approach the parked vehicle; this mode keeps the cameras awake and consumes extra battery, and automatically turns off when the vehicle is shifted into Park or enters low-power mode; when enabled, Sentry Mode, the security alarm, and walk-away door lock will be disabled, and the two cannot be used at the same time.
• Four new themed wraps are added: an orange pumpkin carving pattern version, a black base with white ghosts and bats version, a candy-covered "Trick or Treat" jack-o'-lantern version, and a dark textured red stripe version; a Halloween lock sound and owl turn signal chime are also added.
• The spooky light show can be scheduled, and video records show Model 3 flashing exterior lights to music, opening and closing the trunk, and cycling interior lights, with better effects when multiple Teslas participate at the same time; Photobooth adds Polaroid-style Halloween frames and stickers; when speaking through the Tesla app's Boombox, the vehicle repeats it in a scary voice.
• Halloween Mode is fully featured on vehicles equipped with the AMD infotainment unit; Intel platform vehicles only get the wraps and lock sound, and do not support the parking scene and extra Photobooth features.

📊 Ticker: TSLA

🔴 [Regulatory Filing] A Tesla Cybercab in Philadelphia was involved in a low-speed collision, and the left door panel fell off, exposing the internal structure

Summary:
Not a Tesla App reported that a Tesla Cybercab was involved in a low-speed collision in Philadelphia, and the left plastic door panel fell off. Photos show internal structures such as the door frame, window regulator, locks, wiring harness, and side impact beam; the party at fault and the specific circumstances of the accident have not yet been confirmed.

Content Summary:

• Tesla observer @TeslaZoa reposted the message on X, saying that this appears to be a relatively low-speed collision that knocked off the Cybercab's left door panel.
• Philadelphia is not within Tesla Robotaxi's operating market, and the article says this Cybercab may have been undergoing validation testing.
• Photos initially shared by a Reddit user show this gold Cybercab parked on a Philadelphia street, with the outer door skin missing, exposing the black inner frame, window regulator, lock hardware, wiring harness, and the side impact beam extending along the length of the door; the window glass is intact, the rocker panel below the sill is wrinkled, and there are scuff marks on the rear quarter panel.
• The article explains that the Cybercab's body panels are manufactured using reaction injection molding, with painting completed inside the mold, without using a traditional paint shop; because the door panel is a plastic part, the article says it is more likely to pop off rather than dent.
• The Cybercab is equipped with 10 adaptive airbags, including front, knee, curtain, and unique side airbags on the inner and outer sides of the seats. A roof-mounted radar sensor can detect whether the seat is occupied by an adult, a child seat, or is empty, in order to adjust airbag deployment; the door also has a mechanical latch that works without power, integrated into the regular electronic door release button.

📊 Ticker: TSLA

Summary

Electrek 根据特斯拉 Q3 产销报告中的“其他车型”数据推算，Cybertruck 当季交付约 7,000 至 8,000 辆，虽属该车型较好季度，但仍远低于产线规划。

Key points

• 特斯拉 Q3 2026“其他车型”交付 8,295 辆，同比下降 48%，为 2021 年以来该类别最低；上年同期为 15,933 辆，上一季度为 12,364 辆。
• Model S 和 Model X 已于今年 4 月停产，库存约 600 辆，另有 350 辆 Signature 版待交付；“其他车型”中乘余的 Model S/X 交付量估计仅为数百辆。
• Semi 方面，特斯拉内华达新工厂自 4 月起造车，但 9 月 25 日才宣布量产并开始向客户交付，距季度结束仅五天，Electrek 估算 Q3 Semi 交付量为数百辆。
• Cybercab 产量以千计，但特斯拉是否将 robotaxi 车队中的车辆计入“交付”尚不明确；Q3“其他车型”产量为 7,004 辆，同比下降 40%。
• Electrek 估算 Cybertruck Q3 交付 7,000 至 8,000 辆，按年化约 30,000 至 32,000 辆；该产线原规划年产能 250,000 辆，最新股东信列出的已安装产能超过 125,000 辆。
• Cox Automotive 美国数据显示，Cybertruck Q2 2026 销量为 3,744 辆，仍高于已停产的福特 F-150 Lightning（2,421 辆）、雪佛兰 Silverado EV（2,266 辆）和 Rivian R1T（1,219 辆）。

📊 标的：TSLA
🧭 市场口径：中性

Summary:
The article cites a Reuters report, saying that Tesla exerted pressure on European regulators regarding FSD scrutiny.

Content summary:

• Reuters reports that Tesla pressured European authorities to relax scrutiny of FSD.
• The article does not provide the specific timing of the pressure, the target agencies, document details, or regulatory response.

📊 Ticker: TSLA

🟡 [Media report] Musk replied that he welcomes Germany's support for Tesla FSD

Summary:
Sina Finance news flash shows that Musk welcomed Germany's support for Tesla FSD.

Content summary:

• Musk welcomed Germany's support for Tesla FSD.

📊 Ticker: TSLA

The poster @TheNewGrid posted a video yesterday, and it has already gotten over 420,000 views:

His Model Y drove up to a four-way stop intersection, with FSD v14.3.10 enabled at the time, and the speed mode was "Hurry" (aggressive). A car was coming from the cross direction, and it looked like it would stop before the stop sign, so the car drove into the intersection. But the other party did not stop at all, and FSD suddenly braked in the middle of the intersection, while the other car sped past in front.

The poster said: "Thank you Tesla FSD for saving my life. If I had been driving manually at the time, I definitely would have crashed."

📌 A few details

• At the time it was in "Hurry" mode, and FSD's driving style is already somewhat aggressive
• The poster confirmed this was a four-way stop intersection, but the stop markings on the ground had faded very badly
• The comments were almost unanimously praising it, and some also took the opportunity to call for buying more $TSLA

🟡 [Media report] Tesla updates FSD v14.3.11 release notes (version 2026.33.5)

Summary:
Not a Tesla App reports that Tesla has updated the release notes for FSD v14.3.11, corresponding to software version 2026.33.5.

Content summary:

• The outlet reviewed the release notes and new additions for Tesla version 2026.33.5.
• The report did not disclose specific details of the new features in the summary.

📊 Ticker: TSLA

🟡 [Media report] South Korean National Assembly audit will summon Tesla and BYD to testify on the 8th

Summary:
According to media reports, Tesla and BYD together account for 40% of South Korea's imported car market, and the two companies will attend a South Korean National Assembly audit held on the 8th, with topics involving repair difficulties and incomplete FSD functionality.

Content summary:

• Tesla and BYD together account for 40% of South Korea's imported car market, and the two companies will attend a South Korean National Assembly audit held on the 8th.
• Topics involved in the audit include "repair hell" and "half-finished FSD".

📊 Ticker: TSLA

Silicon Valley 101's latest in-depth video interviewed multiple former Tesla software and hardware engineers, and shared quite a few internal stories that have rarely been made public:

🔹 Musk believed "humans only have two eyes," cut one front-facing camera, and slammed the table and cursed at people during meetings. Later, a blind spot appeared at the front of the car, so it was added back
🔹 The three-chip motherboard was already made, but one or two months before mass production it was changed back to dual-chip because it was "too expensive"
🔹 The real reason for removing radar is said to be that suppliers ran out of stock during the pandemic, not that the technology was already mature
🔹 The end-to-end overhaul reduced 300,000 lines of code to 2,000 lines
🔹 The AI5 chip project was reportedly concealed by its lead for a long time; "two more months" was said for almost a year, after which Musk fired a batch of people
🔹 The cost of the entire HW4 autonomous driving hardware is roughly equivalent to an iPad

📍 At the beginning of the video there is also an on-site test ride of the Cybercab in Austin: two seats, no steering wheel, and no pedals.

💡 The video's conclusion: 13 years later, Tesla and Waymo's two approaches still have not produced a winner. Autonomous driving has entered the second half, where what is compared is safety, cost, and scale; the technical route is no longer the key.

(Note: The internal stories come from the interviewees' personal accounts)

🟡 [Official X Update] Tesla releases a video of a Model Y L owner quoting their experience using FSD Supervised

Summary:
Tesla's official X account posted a quoted content, mentioning using FSD Supervised inside a Model Y L, and calling it the most incredible technology they have ever experienced in a car.

Content summary:

• The post quotes a statement: I am sitting in a Model Y L, using FSD Supervised, this is the most incredible technology I have ever experienced in a car I have sat in.
• The post includes a video link, with the source labeled as @Tesla.

📊 Ticker: TSLA

Summary

专业媒体 Not a Tesla App 报道，德国交通部表示若特斯拉将 FSD 更名为“Tesla Assisted Driving”并将超速上限控制在10%以内，德国将在欧盟投票中支持该系统。欧盟投票已从10月6日推迟至最早12月。

Key points

• 据 @tpgoebel 在 X 上的帖子，德国联邦交通部希望 FSD 在欧盟审批中使用“Tesla Assisted Driving”（TAD）这一名称。德国交通部长 Bilger 据报于9月与特斯拉达成协议，现计划为该系统的欧盟审批进行倡导。
• 德国尚未批准 FSD 在其本国道路上使用。该部表示，根据其目前的调查结果，该系统在“城市交通中表现出特别高的性能”，并要求特斯拉将 FSD 的超速幅度限制在限速的10%以内。
• 特斯拉 FSD 的 Speed Offset 功能目前允许系统在某些条件下超速最高达50%。德国上月已对超速问题提出关切，瑞典敦促布鲁塞尔拒绝欧盟范围的审批，法国和欧洲运输安全委员会等道路安全组织也提出了类似反对意见。
• 欧盟对 FSD 全区域审批的投票已从10月6日推迟至最早12月。投票需要至少15个国家赞成。目前已有8个国家批准 FSD，全球共有16个国家批准使用。特斯拉同时在爱尔兰进行 FSD 审批谈判，意大利等国也接近做出决定。

📊 标的：TSLA
🧭 市场口径：中性

🔴 [Analyst wording] Tesla rolls out 2026.38.3 update, launching Halloween mode

Summary:
Not a Tesla App reports that Tesla has rolled out Halloween mode with software update 2026.38.3, including a ghost car avatar, graveyard parking scene, Trick or Treat mode, Halloween light show, and spooky sound effects, confirmed to support AMD infotainment system vehicles.

Content summary:

• After teasing last week, Tesla has now officially rolled out Halloween mode with the 2026.38.3 update. In its announcement on X, Tesla said the update turns the vehicle into a "haunted house on wheels."
• When enabled, the vehicle avatar becomes a ghost draped in a white sheet; when parked, the full-screen visualization switches to a graveyard scene, including a full moon, haunted house, dead trees, glowing jack-o'-lanterns, and zombie hands reaching out of the ground; when a door opens, the ghost car opens its door in sync, and a skeleton climbs into the vehicle.
• While driving, the vehicle keeps its ghost form in the navigation visualization, surrounding vehicles turn green, and pedestrians become walking skeletons; when using FSD (Supervised), the path ahead changes from blue to purple.
• Trick or Treat mode is like an enhanced version of Sentry Mode: when someone approaches after you leave the vehicle, it plays spooky sound effects and flashes the lights, while still recording as usual; it also adds a new Halloween light show, new lock sound, Halloween-themed wraps, a Polaroid-style photo booth, and spooky Boombox voice lines.
• This mode is confirmed to support AMD infotainment system vehicles; support for Intel vehicles is unconfirmed; due to graphics performance limitations, Intel vehicles will not get the full-screen parking scene and new photo booth stickers, but custom wraps and lock sounds should carry over, while the Halloween driving visuals remain uncertain.
• The same version update also brings Emergency Drive Away (immediately disconnecting from a Supercharger and driving away in an emergency) and Powershare Home Backup for the new Model 3 and Model Y.

📊 Ticker: TSLA

Summary

Not a Tesla App 报道，航拍显示休斯顿Robotaxi停车场停放约190至200辆Cybercab，博主据此认为休斯顿是继奥斯汀后第二个商用Cybercab城市的主要候选，但特斯拉尚未公布休斯顿Cybercab计划。

Key points

• 长期跟踪特斯拉的博主 @SERobinsonJr 于10月6日在X发布航拍视频，称休斯顿该停车场当日“极其繁忙”，估算现场有约190至200辆Cybercab，约15辆正在充电，部分车辆停在特斯拉Hempstead中心内；视频中还从公开信息看车辆进出停车场并在附近公共道路行驶，与博主所称测试持续进行相符。
• 航拍画面显示，金色Cybercab成排占据停车场大部分区域，红白配色的Model Y robotaxi沿边缘列队。休斯顿是特斯拉提供Robotaxi服务的七个美国市场之一，服务区约25平方英里，位于城市西北部沿290号公路一带，目前运行完全无监督的Model Y载客服务；Cybercab载客目前仅限奥斯汀。
• 特斯拉近期向奥斯汀车队新增111辆Cybercab，使当地总数在约两周内达到169辆。文章据此梳理，休斯顿因距奥斯汀较近且已有无监督载客服务，公开报道提到下一个候选城市；迈阿密是另一候选，当地居民称过去数月一直在迈阿密国际机场附近、紧邻Robotaxi服务区的位置观察到大型Cybercab聚集点。
• 特斯拉上月在得州超级工厂造出首辆使用自研电池材料的Cybercab；产能正在爬坡。关于可能的落地方式，文章梳理奥斯汀是先对Giga Texas员工开放Cybercab载客、后向公众开放，第二个城市可能不沿用该路径，或以少量Cybercab直接面向公众载客起步。
• 文章明确，特斯拉尚未宣布休斯顿的Cybercab计划；报道同时提到特斯拉近期将Robotaxi应用扩展至更多国家，主要面向到访美国活跃市场的游客。

📊 标的：TSLA
🧭 市场口径：中性

🔴 [Media Report] Tesla will display the Cybercab autonomous taxi at the Paris Auto Show

Summary:
Bloomberg reports that Tesla will display its Cybercab autonomous taxi at the Paris Auto Show.

Content Summary:

• Bloomberg reports that Tesla will display the Cybercab autonomous taxi at the Paris Auto Show.

📊 Ticker: TSLA

🔴 [Analyst view] Goldman Sachs says Tesla Robotaxi, FSD and Optimus prospects are more important than Q3 earnings

Summary:
Goldman Sachs said in a report that the prospects for Tesla Robotaxi, FSD and Optimus are drawing more attention than Q3 earnings.

Content summary:

• TradingView reported that Goldman Sachs says the prospects for Tesla Robotaxi, FSD and Optimus are more important than Q3 earnings.

📊 Ticker: TSLA

On the second day that Tesla Cybercab was open to the public in Austin, blogger Dave Lee took two rides, each over 40 minutes. His verdict: better than expected.

✅ The good parts

• Lots of legroom, quiet interior, comfortable seats
• 22-inch large screen, nothing blocking the front, reclining the seat to watch YouTube is like watching TV at home
• No steering wheel, pedals, or dashboard, so there's none of the awkward feeling of "where did the driver go"; he said it actually made him feel safer

⚠️ The shortcomings

• The chassis is on the stiff side, close to the ride feel of Model 3, and could be tuned to be more comfortable
• The windows can only be opened a small crack
• On average you have to wait 40 to 45 minutes to get a car

💡 His judgment: once a city has several thousand Cybercabs and the wait time drops to around 5 minutes, the shape of ride-hailing may be rewritten.

(Note: the blogger himself holds TSLA stock)

Summary:
According to AutoSpies.com, Tesla attributes limited Austin Robotaxi service hours to low-contrast pets.

Content Summary:

• Tesla explained the limited Austin Robotaxi service hours, attributing them to low-contrast pets.

📊 Ticker: TSLA

Summary

高盛在特斯拉三季度财报发布前重申中性评级与360美元目标价，并称自动驾驶出租车、FSD与人形机器人对股价的影响将超过三季度财报本身。

Key points

• 高盛预计，Model Y长续航版产能爬坡将带动汽车销售收入提升。
• 高盛称，成本与资本开支上行或限制2026年每股收益的上行空间。
• 高盛认为，自动驾驶出租车、完全自动驾驶系统（FSD）与人形机器人的影响将超过三季度财报本身。

📊 标的：TSLA
🧭 市场口径：中性

Source: 新浪财经 · 10-06 18:12（北京时间）

Summary:
According to a report by TeslaNorth.com, a Tesla Cybercab passenger was trapped inside the vehicle for 14 minutes while the vehicle circled a parking lot in Austin.

Content summary:

• TeslaNorth.com reported that a Cybercab passenger was trapped for 14 minutes.
• The report said the vehicle circled within a parking lot in Austin.

📊 Ticker: TSLA

Source: Google News · 10-06 07:22 (Beijing time)

🔗 Read the original article

🟡 [Media report] Tesla Robotaxi expands operating hours, Musk responds that the challenge comes from operational constraints

Summary:
Media reports say Tesla Robotaxi expanded its service hours, and Musk explained why expansion faces challenges.

Content summary:

• According to Teslarati, Tesla Robotaxi expanded its operating hours.
• Musk explained why Robotaxi expansion has always been a challenge.

📊 Ticker: TSLA

Source: Google News · 10-06 00:35 (Beijing time)

🔗 Read the original article