🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Q3 2026 Deliveries: 486,532 — Tesla delivered 486,532 vehicles in Q3 2026, down 2.1% YoY but ~25,000 above Wall Street consensus of ~462,000. The company built ~22,000 more vehicles than it delivered.
2. Robotaxi Night Operations on Hold — Elon Musk revealed Tesla Robotaxi struggles to detect pets (e.g., grey kittens on grey tarmac) in darkness, citing this as the main blocker for night-time autonomous operations. Notably, Musk suggested lidar as a potential solution.
3. UK EV Sales Hit Record in September — UK registered 99,199 BEVs in September, up 36.3% YoY, capturing 28.3% market share. Tesla Model 3 was the best-selling EV and 2nd best-selling car overall.
4. Supercharger Damage Feature Raises Questions — Tesla’s new Emergency Drive Away feature can cause up to $25,000 in damage to Supercharger stations per use, requiring mandatory service visits. Who pays the bill remains unclear.