Tesla news

Original version label: 2026.38.3.1
Samples involved this time: 3 vehicles installed, accounting for 0%; 58 vehicles pending installation.
This is sample data from TeslaFi-participating vehicles and does not represent the global Tesla fleet, official rollout proportions, or release timing.

First observed this change: 2026-10-08 03:50 UTC

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

📊 【Tesla Closing Summary】

🔴 TSLA closed down 0.71% today
Opening price: $378.45
Closing price: $377.96
Intraday high/low: $382.35 / $374.43

🔴 [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