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Changelog
What changed, week by week. Official changes are sourced; commentator projections are listed separately.
RSS Week of Oct 17–23, 2026
Official changes Cybercab rides in Dallas targeted for next month (Nov 2026). Ashok Elluswamy on the Q3 call.
Customer Cybercab deliveries targeted by end of 2026. All units built so far go to Tesla's own fleet (Lars Moravy); Musk said the vast majority will be Tesla-owned.
First customer-owned cars could join the Robotaxi fleet around Q2 2027 (target). Revenue share and terms: Not announced.
Robotaxi Safety Report launched; four "Coming Soon" cities named (Las Vegas, Jacksonville, Phoenix, San Antonio). 3.1M no-monitor miles as of Oct 18.
Q3 2026 update lists Cybercab in production at Giga Texas, installed capacity >125,000/yr. Austin Robotaxi hours now 6am–midnight.
New commentator projections · opinion, not Tesla Cern Basher: his estimate of weekly growth in paid autonomous miles rose to about 20.7% (Sep 30–Oct 21), from about 17%.
Herbert Ong: sees following Waymo into Dallas as the safe play; calls the ramp "late but real".
Herbert Ong: reads the Q3 call as robotaxi revenue becoming noticeable around Q2 2027; relays a Wolfe analyst's view of >10M unsupervised miles by end-2026 if 15% weekly growth holds.
ARK Invest (relayed by Herbert Ong): cost per mile about 40% below Waymo's next-gen vehicle; base case about 8M robotaxis by 2031.
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