Next-gen Roadster unveiled; Tesla Semi now in volume production

In its October 21, 2026, Q3 shareholder update, Tesla said it unveiled a next-gen Roadster and that the Semi is in volume production. It reported deploying Cybercab to its Austin fleet and logging nearly 2 million cumulative unsupervised robotaxi miles. Tesla also said it started production of its first production-quality Optimus robots in Fremont and that FSD Supervised’s attach rate grew to over 75% of new vehicle deliveries in North America.