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Tesla skipped the most important shareholder question on its earnings call

Tesla HW3 overheat fsd v14 lite.

Tesla skipped one of its top shareholder questions on its Q3 2026 earnings call: when Hardware 3 owners will find out if they get a free computer upgrade for the unsupervised “Full Self-Driving” they paid for.

The question ranked fifth by shares on Say. Tesla read and answered questions ranked below it. It went past this one without a word.

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Tesla now says it needs its own maps for FSD after years of dismissing maps

Tesla Software Updates

Tesla says it’s building its own maps to fix some of the most common problems with its “Full Self-Driving” system, including reading speed limits, parking, and choosing routes. The company’s head of AI described the effort on Tesla’s Q3 2026 earnings call.

It’s a notable shift for a company whose CEO spent years arguing that self-driving systems relying on maps are brittle. And it shows Tesla’s fleet is now doing the same job Waymo’s cars do: mapping the roads so the self-driving system knows what it can’t reliably figure out on its own.

Tesla fans argue that Waymo’s approach differs because it creates HD maps with lidar, but ultimately both are creating their own maps; if your argument is that Tesla’s maps are less well-defined and needed for driving for different reasons than Waymo’s, you don’t really have an argument.

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Ferrari Luce EV starts at $560,800 in the US, $80K less than expected

Ferrari Luce electric car hero

Ferrari’s first electric car, the Luce, will start at $560,800 in the US, with American deliveries planned for the second quarter of 2027. Car and Driver first reported the figure, and Ferrari has confirmed it.

That’s roughly $80,000 under the ~$640,000 number that has followed the Luce since its unveiling in May, including in our own coverage. But Americans aren’t getting a deal.

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Exclusive $500 savings hit Heybike’s 100-mile Hybrid e-bike + 45-pound Venus e-bike at new lows from $999, EcoFlow, more

Heybike is once again dominating our daily Green Deals edition with another pair of exclusive deals for our readers, but this time on newer models. You can now score the first-ever $500 savings on the Hybrid Longest Range Commuter e-bike at a new $1,199 low, or jump on the 45-pound Venus Lightweight Cruiser e-bike at a new $999 low. We’ve also got EcoFlow’s October EcoCredits Madness flash sale running through the weekend, with power station deals like the 2,048Wh DELTA 3 Max bundled with 2x 220W solar panels at $1,379 (second-lowest of the year), among others. There’s also the continuing annual low on Greenworks’ 3,000 PSI electric pressure washer, and more waiting for you below. Don’t forget about yesterday’s hangover deals at the bottom of the page, which included the new lows on Heybike’s budget-friendly Mars 2.5 and Ranger S 2.0 e-bikes, a Segway E2 Pro e-scooter deal, and more.

Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.

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Tesla pushes Optimus deliveries to late 2027, says hands still a problem

Elon Musk now says Tesla will start delivering Optimus humanoid robots to outside customers around the end of 2027. On Tesla’s Q3 2026 earnings call, he said the hands, the robot’s durability and its AI all still need work before then.

Those are the same three problems every humanoid robot company is fighting. And despite Musk’s claim that nobody is close to Tesla, XPeng and Hyundai’s Boston Dynamics look at least as far along.

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Fortescue is using KUKA welding robots to handle 6 MW charging cables [video]

Fortescue’s 6MW electric vehicle charger stuns the EV and mining industries

Humanoid robots aren’t ready to juice up the massive, 240-tonne electric haul trucks Fortescue is putting to work in Australia’s punishing Pilbara. Instead, the company is using specially modified and massively powerful automotive assembly-line robots from KUKA to wrangle the massive cables needed to deliver a mind-bending 6 MW of power to its trucks’ batteries.

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Tesla (TSLA) quietly cuts 2026 capex guidance to $20B

Tesla family hero

Tesla has lowered its 2026 capital spending forecast. In its Q3 10-Q, the company now says it expects capital expenditures “to be in excess of $20 billion in 2026,” down from the “more than $25 billion” it had guided since April.

The change was in the 10-Q Tesla filed Wednesday, not in the shareholder letter it released the same day. And it lands in a quarter where Tesla reported $1.53 billion of positive free cash flow, a number that depends a lot on timing.

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Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones

Tesla Full Self-Driving Beta Hero

Tesla now says unsupervised “Full Self-Driving” in customer-owned cars will arrive in Q2 2027. It’s the latest date on a promise Elon Musk has been making to FSD buyers for the better part of a decade.

But there’s a catch. On Tesla’s Q3 2026 earnings call today, AI chief Ashok Elluswamy described it as owners adding their own vehicles to Tesla’s managed Robotaxi fleet, not owners getting a car that drives them anywhere they want to go.

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