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
Follow Tesla FSD software updates, Robotaxi operations and regulatory developments, with articles from @Tesla_share.
内容来自 @Tesla_share,按发布时间排列。
FSD VERSION TRACKER
Latest records by market and source date. HW4 and HW3 Lite are shown separately.
Source:Not a Tesla App release notes ↗ · Last updated: 10/08 11:42 (Beijing time). Checked hourly; source dates and news publication dates are shown separately.
Highlights summarize the source release notes and may include existing features. They do not indicate that every feature is new or that all vehicles have received the update. FSD (Supervised) requires continuous driver supervision.
Latest publication:Website updated:
Each column shows up to four items, newest publication first. Publication dates may differ from event dates. Reports and plans retain their original attribution.
🟡 [Media report] Tesla updates FSD v14.3.11 release notes (version 2026.33.5)
FSD (Supervised) is an advanced driver assistance feature. Robotaxi is an app-based ride service. Check driver responsibilities, software eligibility and service coverage separately.
| Comparison | FSD (Supervised) | Robotaxi |
|---|---|---|
| How it works | Driver assistance enabled on an eligible Tesla vehicle. | Book a ride in the service area shown by the Robotaxi app. |
| Supervision and responsibilities | Requires continuous driver attention and supervision; it does not make the vehicle fully autonomous. | Check passenger rules for the city and vehicle, and verify service arrangements separately. |
| Availability | Features vary by vehicle, hardware, software version and market. | Subject to service areas, operating hours and vehicle availability. |
| What changes | Release notes, feature changes and eligibility conditions. | Service areas, vehicles, passenger rules and operating changes. |
Reference:Tesla’s official FSD information · Tesla’s official Robotaxi information
Comparison by Tesla Share · Official sources checked on . Publication dates and official-source verification dates are shown separately.
It is an advanced driver assistance feature requiring continuous driver supervision. Compare original release notes, vehicles, hardware, markets and features. The same version number does not imply identical features on every vehicle.
The timeline retains source version labels. Distinguish testing, staged rollout and availability to all eligible vehicles.
Search past FSD updatesOn the date checked, Tesla’s support page listed limited service areas in Austin, Dallas, Houston, Miami, Orlando and Tampa. Check the Robotaxi app map for exact coverage; hours vary by market.
Cybercab is one service vehicle. Its appearance does not imply use in every city, and expansion plans do not establish current availability.
Check official service information · Past Robotaxi news · Past Cybercab newsSummary: According to Benzinga, Waymo borrows 5 billion USD for its global Robotaxi business expansion. Content Summary: • Waymo is borrowing 5 b…
Summary:
According to Benzinga, Waymo borrows 5 billion USD for its global Robotaxi business expansion.
Content Summary:
📊 Ticker: TSLA
[Regulatory Filing] Tesla Cybercab's entire door skin falls off after collision in Philadelphia Summary: Electrek reports that a gold Tesla Cyber…
🔴 [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:
📊 Ticker: TSLA
🧭 Market Stance: Neutral
English translation could not be completed · Chinese original shown
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。
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。
📊 标的:TSLA
[Regulatory Filing] A Tesla Cybercab in Philadelphia was involved in a low-speed collision, and the left door panel fell off, exposing the intern…
🔴 [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:
📊 Ticker: TSLA
Summary: The article cites a Reuters report, saying that Tesla exerted pressure on European regulators regarding FSD scrutiny. Content summary: •…
Summary:
The article cites a Reuters report, saying that Tesla exerted pressure on European regulators regarding FSD scrutiny.
Content summary:
📊 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…
🟡 [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:
📊 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 intersecti…
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
[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 n…
🟡 [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:
📊 Ticker: TSLA
YouTubeSilicon Valley 101's latest in-depth video interviewed multiple former Tesla software and hardware engineers, and shared quite a few internal sto…
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…
🟡 [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:
📊 Ticker: TSLA
English translation in progress · Chinese original shown
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。
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。
📊 标的:TSLA
🧭 市场口径:中性
English translation in progress · Chinese original shown
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。
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。
📊 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 Cybe…
🔴 [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:
📊 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…
🔴 [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:
📊 Ticker: TSLA
YouTubeOn 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: bette…
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
⚠️ The shortcomings
💡 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 explai…
Summary:
According to AutoSpies.com, Tesla attributes limited Austin Robotaxi service hours to low-contrast pets.
Content Summary:
📊 Ticker: TSLA
Summary: According to a report by TeslaNorth.com, a Tesla Cybercab passenger was trapped inside the vehicle for 14 minutes while the vehicle circ…
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:
📊 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…
🟡 [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:
📊 Ticker: TSLA
Source: Google News · 10-06 00:35 (Beijing time)
🔗 Read the original article
Summary: The Los Angeles Times reports that the number of Los Angeles robotaxi accidents has risen, with data pointing to safer drivers. Content…
Summary:
The Los Angeles Times reports that the number of Los Angeles robotaxi accidents has risen, with data pointing to safer drivers.
Content summary:
Source: Google News · 10-05 18:00 (Beijing time)
🔗 Read the original article
[Media Report] Tesla Robotaxi App has launched in more countries Summary: According to Not a Tesla App, the Tesla Robotaxi App is now available i…
🟡 [Media Report] Tesla Robotaxi App has launched in more countries
Summary:
According to Not a Tesla App, the Tesla Robotaxi App is now available in more countries.
Content Summary:
📊 Ticker: TSLA
Source: Google News · 10-06 02:21 (Beijing Time)
🔗 Read the original article
[Regulatory filing] Tesla Robotaxi app opens for download in more countries, but ride service still limited to seven US cities Summary: Not a Tes…
🔴 [Regulatory filing] Tesla Robotaxi app opens for download in more countries, but ride service still limited to seven US cities
Summary:
Not a Tesla App reports that the Tesla Robotaxi app is now available on the Apple App Store and Google Play in the UK, Australia, Germany, Italy, Sweden, Singapore and other places, for tourists to install in advance before traveling to the US; but the actual Robotaxi ride service is still limited to seven US cities.
Content summary:
📊 Ticker: TSLA
🧭 Market stance: Neutral
Source: Not a Tesla App · 10-06 02:21 (Beijing time)
🔗 Read the original article
[Media report] Tesla Robotaxi Austin operating hours extended to 11 PM Summary: Media reports say Tesla has extended Robotaxi operating hours in…
🟡 [Media report] Tesla Robotaxi Austin operating hours extended to 11 PM
Summary:
Media reports say Tesla has extended Robotaxi operating hours in Austin to 11 PM, and Musk mentioned that a gray kitten was detected at night.
Content summary:
📊 Ticker: TSLA
Source: Google News · 10-05 12:13 (Beijing Time)
🔗 Read the original article
[Media report] Tesla Robotaxi extends Austin operating hours, Musk responds to lidar controversy Summary: Media reports say Tesla Robotaxi extend…
🔴 [Media report] Tesla Robotaxi extends Austin operating hours, Musk responds to lidar controversy
Summary:
Media reports say Tesla Robotaxi extended its operating hours in Austin; Musk responded to the dispute between the camera-only approach and lidar.
Content summary:
📊 Ticker: TSLA
Source: Google News · 10-05 18:04 (Beijing time)
🔗 Read the original article
[Media Report] Gary Black says high oil prices and rising FSD awareness are driving Tesla sales Summary: Gary Black stated that he acknowledges h…
🟡 [Media Report] Gary Black says high oil prices and rising FSD awareness are driving Tesla sales
Summary:
Gary Black stated that he acknowledges high oil prices and rising FSD awareness are driving Tesla sales, but he has reservations.
Content summary:
📊 Ticker: TSLA
Source: Benzinga TSLA · 10-05 12:53 (Beijing time)
🔗 Read the original article
English translation could not be completed · Chinese original shown
有分析师在特斯拉二季度财报公布前押注其 Robotaxi 和 Cybercab 业务,零售端预计股价将攀升至 450 美元。
有分析师在特斯拉二季度财报公布前押注其 Robotaxi 和 Cybercab 业务,零售端预计股价将攀升至 450 美元。
📊 标的:TSLA
🧭 市场口径:中性
Source: Google News · 10-05 01:53(北京时间)
[Regulatory filing] Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla Summary: Tesla Oracle reports t…
🔴 [Regulatory filing] Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla
Summary:
Tesla Oracle reports that American reality show host and luxury real estate agent Jason Oppenheim, after trying Tesla FSD for the first time, decided to give each of his 10 employees a Tesla with FSD activated, and said he will no longer use his Bentley.
Content summary:
📊 Ticker: TSLA
Source: Tesla Oracle · 10-05 02:29 (Beijing time)
🔗 Read the original article
Summary: TradingKey published a Tesla price outlook article, mentioning progress on the Nevada Robotaxi, the China recall forming a hedge, and th…
Summary:
TradingKey published a Tesla price outlook article, mentioning progress on the Nevada Robotaxi, the China recall forming a hedge, and the approaching Cybercab launch.
Content summary:
📊 Ticker: TSLA
🧭 Market stance: Neutral
Source: Google News · 10-04 09:41 (Beijing time)
🔗 Read the original article
English translation could not be completed · Chinese original shown
Stocktwits 报道称,散户投资者在特斯拉第二季度财报公布前就未达成的 Robotaxi 目标向马斯克提出质询,特斯拉股价面临周度亏损。
Stocktwits 报道称,散户投资者在特斯拉第二季度财报公布前就未达成的 Robotaxi 目标向马斯克提出质询,特斯拉股价面临周度亏损。
📊 标的:TSLA
🧭 市场口径:利空
Source: Google News · 10-04 14:35(北京时间)
[Media Report] Benzinga reports Tesla Robotaxi nighttime recognition problem, Musk replies saying "gray cat on gray asphalt" Summary: Benzinga re…
🟡 [Media Report] Benzinga reports Tesla Robotaxi nighttime recognition problem, Musk replies saying "gray cat on gray asphalt"
Summary:
Benzinga reports that Tesla Robotaxi has a nighttime recognition problem, and Musk's reply described it as "gray cat on gray asphalt."
Content summary:
📊 Ticker: TSLA
Source: Google News · 10-04 16:44 (Beijing time)
🔗 Read original article
[Media Report] Tesla delays Robotaxi nighttime operating hours and addresses the issue of avoiding pets on low-light roads Summary: According to…
🟡 [Media Report] Tesla delays Robotaxi nighttime operating hours and addresses the issue of avoiding pets on low-light roads
Summary:
According to driveteslacanada.ca, Tesla has delayed Robotaxi nighttime operating hours while working to avoid hitting pets on low-light roads.
Content Summary:
📊 Ticker: TSLA
Source: Google News · 10-04 08:04 (Beijing Time)
🔗 Read the original article