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Drive Tesla Download: Top Stories for October 19-25

by Drive Tesla Staff
Drive Tesla Download: Top Stories for October 19-25

Drive Tesla Download is back. Tesla’s Q3 earnings dominated the week, from falling profits to new timelines for Cybercab, Optimus and unsupervised FSD. Here’s the lead story, followed by nine more you shouldn’t miss.

#1 Top Story
Earnings

Tesla Q3 2026 Earnings: Revenue Holds at $28 Billion as Profit Falls and Cybercab Robotaxi Rides Begin

Revenue stayed flat at US$28.0 billion while GAAP net income dropped 43% to US$787 million, with regulatory credits and energy storage both pulling back. Services was the bright spot, up 33%, and Tesla confirmed it has been giving Robotaxi rides in Cybercabs in Austin since September 3.

2
Tesla + SpaceX

Tesla and SpaceX Have Formed Special Committees to Evaluate a Possible Merger

Musk said on SpaceX’s Q3 call that both companies set up committees of independent directors to study a merger at shareholders’ request. He stressed a deal is far from certain, and no filing mentions the committees yet.

3
Canada

Tesla posts record Canadian deliveries as Musk targets 5 million vehicles a year by 2030

Tesla listed Canada among the markets where it set a quarterly delivery record in Q3, likely helped by the sub-$40,000 Model 3 Premium RWD and the rebate-eligible Model Y RWD. Tesla didn’t share Canadian numbers.

4
EV Policy

Ottawa and Ontario commit $2.5 billion to auto sector, freeze vehicle emissions standards until 2029

Carney and Ford announced the auto money as part of an $8.7 billion tariff-response plan. The fleet emissions standard that replaced the EV sales mandate now stays at its 2026 level through the 2029 model year.

5
FSD

Tesla targets Q2 2027 for first unsupervised FSD in customer cars, but only inside Robotaxi zones

Ashok Elluswamy said the first owner cars could join the Robotaxi fleet around Q2 next year with FSD V15. The catch is that they’d only drive unsupervised inside Tesla’s existing geofenced service areas.

6
Cybercab

Tesla Aiming to Deliver First Customer Cybercabs by End of 2026

Lars Moravy said Tesla wants a small first batch of Cybercabs in customers’ hands before year end. Musk added that most Cybercabs will stay Tesla-owned for its own ride-hailing service.

7
Optimus

Tesla starts Optimus production in Fremont, says 20,000 robots a week is about a year away

Early production has begun on the high-volume line built where the Model S and X used to be made. Musk expects it’ll take about a year, maybe longer, to hit the 20,000-a-week target.

8
Service

Tesla building Western Canada’s first factory-owned Collision Centre in Port Coquitlam: Scoop

Tesla’s new B.C. collision manager says the company is putting together the founding team for its own body shop in Port Coquitlam. It’s hiring body technicians, paint preppers and detailers.

9
Sales

Tesla’s Europe registrations jump 72.5% in September as EVs near a third of the EU market

ACEA data shows Tesla registered 68,776 vehicles across the EU, EFTA and U.K. in September, beating BYD for the month. That came as the Model Y became Europe’s best-selling car.

10
EV News

GM to Close Detroit EV Battery Plant as it Scales Back EV Investments

GM’s Brownstown battery assembly plant, which built packs for the Cadillac Celestiq, will be shut down by summer 2027. It’s the latest step in a pullback that carries an $11.2 billion price tag.

That’s it for this week. See you next Sunday for another Drive Tesla Download.

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