Optimus / 人形机器人归档

🟢 [Today's Overview] Tesla and Musk Ecosystem Daily · October 07

Statistics period: 10/06 21:00 to 10/07 21:00 (Beijing time; releases after the cutoff go into the next issue)
From the official website, 41 published items were consolidated into 40 events.

Today's Highlights

• Tesla updates FSD v14.3.11 release notes (version 2026.33.5)

Not a Tesla App reports that Tesla updated the release notes for FSD v14.3.11, corresponding to software version 2026.33.5.
Not a Tesla App · Official website text

• Tesla rolls out 2026.38.3 update, launches Halloween mode

Not a Tesla App reports that Tesla has rolled out Halloween mode with software update 2026.38.3, including ghost car avatars, graveyard parking scenes, Trick or Treat mode, Halloween light show and spooky sound effects, etc., confirmed to support AMD infotainment system vehicles.
Not a Tesla App · Official website text

• Tesla Model 3 and Model Y open Powershare home backup power

Tesla Energy announced on X that Powershare Home Backup is now available for new Model 3 and Model Y equipped with Powerwall 3, allowing vehicles to send battery power back to the home and extend backup power during outages.
Electrek · Official website text

FSD / Robotaxi

• Germany says it will support EU vote if Tesla renames FSD and limits speeding to 10%

Specialist media Not a Tesla App reports that Germany's Ministry of Transport said that if Tesla renames FSD to "Tesla Assisted Driving" and keeps the speeding limit within 10%, Germany will support the system in the EU vote. The EU vote has been postponed from October 6 to at the earliest December.
Not a Tesla App · Official website text

Tesla / Tesla

• GuruFocus reports Tesla delivery data

GuruFocus reports that Tesla delivered 486,532 vehicles, and the stock price rose.
Google News · Official website text

Energy / Battery

• Tesla launches Powershare home backup power feature for Model 3 and Model Y

Tesla has launched Powershare Home Backup for newly ordered Model 3 and Model Y in the United States; paired with Powerwall 3, it can feed vehicle power back to the home, with backup duration exceeding two days.
Not a Tesla App · Official website text

xAI / Grok / Compute

• U.S. pre-market highlights: Dow futures fall 0.87%, 30-year U.S. Treasury yield rises above 5.7%

Cailian Press October 7 summarizes U.S. pre-market highlights, covering stock index futures, oil prices, gold and silver, European stocks, AMD, Musk's Terafab, Lambda financing, Google's partnership with Unity, Oracle data centers, the Nobel Prize and U.S. Treasury yields, etc.
Cailian Press · Official website text

SpaceX / Starlink

• SpaceX announces Crew-12 Dragon spacecraft undocking time from the space station

SpaceX's official X account posted that the Dragon spacecraft and Crew-12 astronauts are scheduled to undock from the space station on October 7 (Wednesday).
X activity monitoring · Official website text

🎬 Today's Featured Videos

• FSD sudden braking at intersection

X user @TheNewGrid posted a video yesterday, and it has already had over 420 thousand views:
Video · Watch on the official website

• 🚗 Tesla FSD over these 13 years, how much turmoil was there internally?

Silicon Valley 101's latest in-depth video interviewed multiple former Tesla software and hardware engineers, sharing many rarely disclosed internal stories:
Video · Watch on the official website

• What does it feel like to ride in a car without a steering wheel?

On the second day Tesla Cybercab opened to the public in Austin, blogger Dave Lee took two rides, each over 40 minutes. His verdict: better than expected.
Video / Experience and interpretation · Watch on the official website

Market and Views

• Goldman Sachs says Tesla Robotaxi, FSD and Optimus prospects are more important than Q3 earnings

Goldman Sachs said in a report that Tesla Robotaxi, FSD and Optimus prospects are drawing more attention than Q3 earnings.
Market / Views · Official website text

• Tesla bull Gary Black reminds investors to distinguish between a "good company" and a "good stock"

Tesla bull Gary Black posted to remind investors not to confuse a "good company" with a "good stock," and mentioned valuation issues.
Market / Views · Official website text

This issue features 13 events; see the official website news archive for the other 27.
For views, video experiences and official progress, please read them together with the respective official website sources.

#Today'sSummary #Tesla

🟡 [This Week's Highlights] Tesla & Musk Ecosystem Weekly Report (September 29-October 05)

This Week's Summary
Focus is concentrated on: Robotaxi / Cybercab / FSD, SPCX / SpaceX, xAI and Grok progress.

📈 Market Performance

• Tesla (TSLA): $358.40 → $377.80｜+5.41%｜Range $345.88–$378.66
• SpaceX (SPCX): $146.68 → $165.37｜+12.74%｜Range $145.47–$165.83

Key Developments

Robotaxi / Cybercab / FSD

• Tesla's official Robotaxi page states that the company is focused on creating a sustainable future by producing autonomous vehicle fleets for the Robotaxi network; promotional terms on the same page show that trading in a gas or hybrid vehicle and completing the purchase of a Tesla vehicle earns 2,000 free Supercharging miles.｜Details
• Musk October 3 replied on X that Robotaxi operating hours have been extended from 10 PM to 11 PM, and that the main issue to solve currently is "making sure we don't hit pets at night when they are hard to see," specifically described as "a gray cat on gray asphalt in the dark"; this is an edge-case training approach, as a gray cat on a dark road surface has almost no contrast, testing the coordination between cameras and the neural network; Musk previously pushed back on the idea of adding extra hardware such as thermal imaging cameras, saying ordinary cameras "see very well in the dark" when AI performs photon-counting analysis.｜Details
• Tesla said it has secured a new 30 billion USD credit facility that can be used to scale up production of three products: the Cybercab driverless taxi, the Optimus robot, and the Tesla Semi; Citi agreed to provide a 20 billion USD three-year delayed draw term loan; Wells Fargo signed a 8 billion USD five-year revolving credit facility, as well as a 2 billion USD 364-day revolving credit facility.｜Details

SPCX / SpaceX

• SpaceX released footage of one of the first 26 Starlink V3 satellites deployed into orbit by Starship; the original post thanked SpaceX, and the content was reposted by the Starlink account.｜Details
• SpaceX posted a message confirming that the Starship deorbit burn has been completed; Starship is currently re-entering Earth's atmosphere as planned and is expected to splash down in the Pacific Ocean in about 1 hours.｜Details
• SpaceX stated that the flight team will have Starship fly in orbit for 3 hours before safely deorbiting and re-entering a pre-cleared area in the Pacific Ocean.｜Details

xAI and Grok Progress

• Musk posted a mention that United Airlines (@United) and American Airlines (@AmericanAir) both now have Starlink (@Starlink).｜Details
• Musk reposted a post by wintonARK, which said it is uncertain whether people truly understand the revenue-generating potential of Starship and Starlink/Starmind; the original post, according to wintonARK's expectations, stated that each launch could bring in more than 700 million USD in incremental annual revenue, and that this will grow further as SpaceXai enters the AI software revenue monetization phase.｜Details
• Musk reposted a post by FlyFrontier, which said "your next flight's Wi-Fi might be better than at home," mentioned Starlink, and noted that the Wi-Fi will launch in 2027; the original post included a link to Frontier Airlines' news about offering Starlink in-flight Wi-Fi.｜Details

Earnings and Operating Expectations

• Musk reposted Q3 2026 data posted by Tesla's official account: production of 464,391 vehicles, deliveries of 486,532 vehicles, and energy storage deployments of 13.7 GWh; the original post also mentioned that Tesla's Q3 company update will be livestreamed on X at 4:30 PM Central Time on October 21, and included a link to the investor relations page.｜Details
• This episode of the podcast discusses topics including the Tesla Roadster delay, U.S. EV deliveries, and the return of battery swapping; the article lists the titles of articles to be discussed on the podcast, including Tesla Q3 2026 deliveries falling 2% to 486,532 vehicles but beating expectations.｜Details
• Tesla 2026 Q3 deliveries were 486,532 vehicles, production was 464,391 vehicles, and energy storage deployments were 13.7 GWh.｜Details

🟢 [Today's Overview] Tesla and Musk Ecosystem Updates · October 2

Statistics period: as of October 02 21:00 (Beijing Time)

Summary
The past 24 hours focused on: Tesla robots and Optimus, SpaceX, FSD, Robotaxi and Cybercab.

Key Developments

• Tesla robots and Optimus: Musk replied that Tesla AI5 chip memory is halved, now 72GB LP5; AI6 memory is cut by one third, now 144GB LP6. Musk stated that this is the only way to obtain sufficient production capacity for Optimus mass production, while significantly reducing costs; he also said that memory bandwidth is more of a limiting factor than total storage capacity, and bandwidth remains unchanged, so the impact on Optimus performance is expected to be negligible. | Details
• SpaceX: Musk posted mentioning that United Airlines (@United) and American Airlines (@AmericanAir) both already have Starlink (@Starlink). | Details
• SpaceX: Musk reposted FlyFrontier's post, which originally said "your next flight's Wi-Fi might be better than at home," and mentioned Starlink, with Wi-Fi to launch in 2027. The original post included a link to Frontier Airlines' news about offering Starlink in-flight Wi-Fi. | Details
• FSD, Robotaxi and Cybercab: Bill number SB 1246, introduced by State Senator Dave Cortese and signed into law by Governor Gavin Newsom, sets a series of new rules for autonomous vehicle operators, targeting safety and response time issues when vehicles fail or interfere with emergency response. The bill requires autonomous driving companies to only hire remote drivers located in the United States, and these remote drivers must hold U.S. driver's licenses; Tesla is the only company that has publicly stated it has remote operators who can directly take over Robotaxi remotely... | Details
• Analyst commentary: Today's analyst commentary: analysts updated Tesla ratings/price targets; analysts focused on earnings issues.
• SpaceX: SpaceX stated that the day's mission was the National Reconnaissance Office's (NRO) first launch aboard a Falcon Heavy rocket. SpaceX stated that Falcon 9 had previously carried out 22 launch missions for the National Reconnaissance Office (NRO) over nine years. | Details

#Tesla #Robotaxi #Optimus #SPCX #SpaceX #Today'sSummary

🟡 [This Week's Highlights] Tesla & Musk Ecosystem Weekly Report (September 26-October 02)

This Week's Summary
Focus areas: SPCX / SpaceX, Robotaxi / Cybercab / FSD, xAI and Grok progress.

📈 Market Performance

• Tesla (TSLA): $384.62 → $354.11｜-7.93%｜Range $345.88–$386.83
• SpaceX (SPCX): $148.38 → $148.07｜-0.21%｜Range $145.36–$153.78

Key Developments

SPCX / SpaceX

• SpaceX released footage of one of the first 26 Starlink V3 satellites deployed into orbit by Starship; the original post thanked SpaceX, and the content was reposted by the Starlink account.｜Details
• SpaceX posted confirmation that the Starship deorbit burn has been completed; Starship is currently re-entering Earth's atmosphere as planned and is expected to splash down in the Pacific Ocean in about 1 hours.｜Details
• SpaceX stated that the flight team will have Starship fly in orbit for 3 hours before safely deorbiting and re-entering a pre-cleared area in the Pacific Ocean.｜Details

Robotaxi / Cybercab / FSD

• Tesla said it has secured a new 30 billion dollar credit facility that can be used to scale up production of three products: the Cybercab driverless taxi, the Optimus robot, and the Tesla Semi; Citi agreed to provide a 20 billion dollar three-year delayed draw term loan; Wells Fargo signed a 8 billion dollar five-year revolving credit facility, as well as a 2 billion dollar 364-day revolving credit facility.｜Details
• Tesla Robotaxi has expanded from its Austin pilot to seven major U.S. metropolitan areas, with service availability in each area depending on the passenger's location on the map.｜Details
• Australian automotive channel CarSauce filmed a displayed Cybercab at the Tesla showroom in Alexandria, Sydney; the video sparked discussion after being reposted by X user @CARN0N; this is the first public look at what may be the Cybercab software interface for private owners; on the left side of the interface is a 3D model of the vehicle (matte gold), with click-to-open buttons for the butterfly doors and trunk; on the right side is a map (swipe left to switch to a pannable large view), media source selection, and entry points to Tesla Theater apps such as YouTube and Netflix.｜Details

xAI and Grok Progress

• Musk posted, mentioning that United Airlines (@United) and American Airlines (@AmericanAir) both now have Starlink (@Starlink).｜Details
• Musk reposted a post from FlyFrontier; the original post said "your next flight's Wi-Fi might be better than at home," mentioned Starlink, and said Wi-Fi will launch in 2027; the original post included a link to Frontier Airlines' news about offering Starlink in-flight Wi-Fi.｜Details
• Musk reposted a post from beehrhart; the original post said "retail investors should be heard"; the original post mentioned that Tesla is creating practical tools to give retail investors a voice, and included a link to the SEC website's Tesla-related no-action/interpretive/exemptive letter page.｜Details

Tesla Robot / Optimus

• Musk replied that the Tesla AI5 chip memory has been halved, now at 72GB LP5; AI6 memory has been cut by one-third, now at 144GB LP6; Musk said this is the only way to secure enough capacity for Optimus mass production while significantly reducing costs; he also said memory bandwidth is more of a limiting factor than total storage capacity, and since bandwidth remains unchanged, the impact on Optimus performance is expected to be negligible.｜Details
• Musk reposted a post from SawyerMerritt, which said SpaceXAI launched Grok Bot Creator Rewards; the post said rewards are paid every two weeks and are based on usage: how many people use your bot, whether the bot is useful and popular, and how frequently it is used.｜Details
• Faraday Future's chairman made a statement warning against excluding China from the U.S. robotics industry; the content was reported by Benzinga under the Tesla (NASDAQ:TSLA) related tag.｜Details

🟢 [Today's Overview] Tesla and Musk Ecosystem Updates · September 30

Statistics time: as of September 30 21:00 (Beijing time)

Summary
The past 24 hours focused mainly on: analyst commentary, other important developments, Tesla robotics and Optimus.

Key Developments

• Analyst commentary: Tesla said it has secured a new 30 billion USD credit facility that can be used to expand production scale for three products: the Cybercab driverless taxi, the Optimus robot, and the Tesla Semi. Citigroup agreed to provide a 20 billion USD three-year delayed draw term loan; Wells Fargo signed a 8 billion USD five-year revolving credit facility, as well as a 2 billion USD 364-day revolving credit facility. | Details
• Analyst commentary: Tesla Robotaxi has expanded from its Austin pilot to seven major metropolitan areas in the United States, with service availability in each area depending on the passenger's location on the map. Austin covers 246 square miles (637 square kilometers); June, 2025 when the test program launched it was only 20 square miles, and after multiple expansions the area has grown to more than 12 times the original, with the most recent expansion last month; Austin is also the first city where a steering-wheel-free Cybercab can be hailed, along with unsupervised Model Y... | Details
• Other important developments: Musk reposted beehrhart's post; the original post said "retail investors should be heard." The original post mentioned that Tesla is creating practical tools to give retail investors a voice, and included a link to the SEC official website's Tesla-related no-action/interpretive/exemptive letter page. | Details
• Other important developments: Documents show that the 8-K filed by Tesla has a reporting period of September 29, 2026. The document description is 8-K, with no specific matters disclosed. | Details
• Analyst commentary: Today's analyst commentary: analysts updated Tesla ratings/price targets.
• Tesla robotics and Optimus: Orient Securities released a research report stating that in 2026, China's machine tool industry revenue from 1-July grew 7.1% year over year, of which the metal cutting machine tool sub-industry grew 17.4% year over year. The report stated that driven by emerging technologies such as AI and humanoid robots, the cyclical characteristics of the machine tool industry are changing, and the sustainability of the industry's prosperity is expected to strengthen. | Details