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Image: Illustration: Grok Imagine
03FSD & AutopilotFrom earlier today

Tesla Reports 1.74 Million FSD Paid Customers in SEC Filing

Tesla disclosed 1.74 million paid FSD customers in a recent SEC filing.

Tesla filed a Form DEFA14A with the SEC. The filing states that FSD (Supervised) now has 1.74 million paid customers globally.

It also reports a record attach rate of about 75 percent on new North American deliveries as of Q3 2026.

Key facts

  • Tesla filed and published a Form DEFA14A with the SEC.
  • FSD (Supervised) has 1.74 million paid customers globally.
  • Attach rate reached about 75 percent on new North American deliveries as of Q3 2026.
@@Teslarati🚨 Tesla just filed and published a Form DEFA14A with the SEC. FSD (Supervised) now has 1.74 MILLION paid customers globally, with a record ~75% attach rate on new North American deliveries as of Q3 2026.

Also in this edition

Image: Drive Tesla Canada
01FSD & Autopilot

Tesla Launches US-Only FSD Referral Program Replacing Vehicle Referrals

Tesla ended its US vehicle referral rewards and introduced a new FSD subscription referral program available only in the United States.

Tesla has ended its vehicle referral rewards program in the United States and replaced it with a Full Self-Driving referral program. Owners can now share a referral link that gives eligible friends one free month of FSD. If the friend subscribes during the trial, the referrer receives one free month of FSD or $99 in credits.

The program is US-only. Canada retains its vehicle referral program. Rewards are capped at 12 per calendar year. Recipients must not have subscribed to FSD in the prior 12 months.

Pending vehicle referrals for undelivered cars were restored after initially disappearing from the app.

Key facts

  • Tesla ended vehicle referral rewards in the US and replaced them with an FSD referral program.1
  • Owners earn one free month of FSD or $99 credits if a referred friend subscribes during the trial.23
  • The FSD referral program is available only in the United States.23
  • Rewards are limited to 12 per calendar year.23
Image: Drive Tesla Canada
02Robotaxi

Tesla Robotaxi Extends Service to 2 AM With New Features

Tesla extended Robotaxi hours to 2 AM and added rider features including Calm Mode and trip sharing.

Tesla has extended Robotaxi operating hours to 6 AM through 2 AM daily, a 20-hour window. The change follows prior extensions from 11 PM to midnight on October 17 and then to 1 AM the following week.

New features include a rear-view camera feed during rides, the ability to share trip details with a friend, a redesigned Live Activity experience, and Calm Mode that dims the screen while setting cabin lighting to a relaxing state. Grok is now available on Model Y Robotaxis.

Accessibility updates add an improved vehicle-locating arrow in the app, haptic feedback to help riders find their vehicle, and music control via Screen Reader.

Key facts

  • Robotaxi now operates from 6 AM to 2 AM daily for 20 hours.12
  • Prior extensions moved closing time from 11 PM on October 17 to midnight, then 1 AM.1
  • New features include rear-view camera feed, trip sharing, Live Activity redesign, Calm Mode, and Grok on Model Y vehicles.23
  • Accessibility improvements cover vehicle-locating arrow, haptic feedback, and Screen Reader music control.12
Image: Drive Tesla Canada
04RobotaxiFrom earlier today

Tesla Cybercab Begins Interstate Rides in Austin

Tesla has begun carrying passengers on Austin interstates with its Cybercab fleet.

Tesla started interstate Cybercab rides in Austin, shown in an 11-second video posted by rider Jesse Richards. The clip shows the vehicle traveling at 55 mph in rain.

This marks the first reported interstate use of a Cybercab, though Model Y robotaxis have used highways before. Tesla added 29 more Cybercabs to reach 1,080 registered vehicles in its Texas fleet.

Cybercabs now outnumber Model Ys in the fleet. Production does not run daily as output exceeds deployment pace.

Key facts

  • Tesla began taking passengers on Austin interstates with Cybercab.1
  • Video showed Cybercab at 55 mph in rain on interstate.1
  • Texas fleet reached 1,080 registered Cybercabs after adding 29.1
@@DriveTeslacaTesla Cybercab Begins Interstate Rides in Austin
Image: Illustration: Grok Imagine
05SoftwareFrom earlier today

Tesla Releases Software Update 2026.38.6

Tesla has released version 2026.38.6 to some vehicles.

Tesla has released software update 2026.38.6.

Owners who received the update are asked to check whether the turn signal owl sound in Halloween Mode can now be turned off.

Release notes are available online.

Key facts

  • Tesla has released update 2026.38.6.
  • Users can check if the turn signal owl sound of Halloween Mode can now be turned off.
@@NotATeslaAppTesla has released update 2026.38.6. Anyone who has received it, can you check whether you can now turn off the turn signal owl sound of Halloween Mode? Release Notes: https://www.notateslaapp.com/software-updates/version/2026.38.6/release-notes
Image: Drive Tesla Canada
06CompanyFrom earlier today

Tesla Board Urges Re-Election of Musk and Directors

Tesla's board filed a letter urging shareholders to re-elect Elon Musk, Robyn Denholm and JB Straubel at the December 3 annual meeting.

Tesla sent shareholders a letter ahead of its 2026 Annual Meeting asking them to support the re-election of Elon Musk, Robyn Denholm and JB Straubel.

The board filed the letter with the SEC on October 29 and directed investors to VoteTesla.com for voting instructions. It cited more than 10 million vehicles delivered and 1.74 million paid Full Self-Driving customers globally.

The December 3 meeting will be held at 3:00 p.m. CT with virtual participation and limited in-person attendance at Giga Texas.

“must keep the leadership that has proven key to Tesla’s success”

the Board1

Key facts

  • Tesla board asks shareholders to re-elect Elon Musk, Robyn Denholm and JB Straubel at December 3 meeting.12
  • Letter filed with SEC on October 29 cites 1.74 million paid FSD customers and 75 percent attach rate in North America through Q3 2026.1
  • Board states Tesla has building blocks for next phase of growth but must keep proven leadership.2

More from today

SoftwareTesla Update Breaks Third-Party V2L Devices
Image: Drive Tesla Canada
07SoftwareFrom earlier today

Tesla Update Breaks Third-Party V2L Devices

Software version 2026.38.5.1 disables aftermarket vehicle-to-load adapters that draw power from Tesla batteries.

Tesla owners report that update 2026.38.5.1 interferes with third-party V2L devices connected via the CCS port. These adapters previously allowed power draw by mimicking a DC charging session, but now trigger faults and shut down after minutes of use.

Forum users on Tesla Motors Club describe devices cutting off after three minutes at 3 kW loads or after 15 to 20 minutes regardless of load. Workarounds such as Camp Mode no longer function.

Tesla is expanding its official Powershare V2L system to more Model 3 and Model Y variants while third-party options lose compatibility.

Key facts

  • Update 2026.38.5.1 breaks third-party V2L devices that connect to the CCS port.12
  • Devices now shut down after about three minutes or 15 to 20 minutes of use.12
  • Tesla is expanding official Powershare to more Model 3 and Model Y variants.12
FSD & AutopilotItaly Backs Swift EU Approval of Tesla Assisted Driving
Image: Drive Tesla Canada
08FSD & AutopilotFrom earlier today

Italy Backs Swift EU Approval of Tesla Assisted Driving

Italy's deputy prime minister expressed support for quick European Union approval of Tesla Assisted Driving after positive talks with Elon Musk.

Italy has voiced support for swift EU approval of Tesla Assisted Driving following a discussion between Deputy Prime Minister Matteo Salvini and Tesla CEO Elon Musk on October 29, 2026. Salvini noted Italy's interest in the technology for innovation and road safety.

Tesla's system received its first EU approval from the Netherlands on April 10, 2026. Ten member states representing 14.3% of the EU population have since recognized it nationally.

Italy's population of about 59 million could help Tesla reach the qualified majority needed for bloc-wide approval, which requires 15 states representing 65% of the population. A vote is expected in December at the earliest.

“Much appreciated. Thank you!”

Elon Musk1

Key facts

  • Italy voiced support for swift EU approval of Tesla Assisted Driving after Salvini's talk with Musk.1
  • Tesla Assisted Driving received first EU approval from Netherlands RDW on April 10, 2026; 10 states have recognized it nationally.1
  • Italy's 59 million people represent roughly 13% of EU population and could aid qualified majority threshold.1
VehiclesTesla Model Y Earns Record-Low Green NCAP Lifecycle Emissions Rating
Image: Drive Tesla Canada
09VehiclesFrom earlier today

Tesla Model Y Earns Record-Low Green NCAP Lifecycle Emissions Rating

The Berlin-built Model Y RWD posted the lowest lifecycle greenhouse gas emissions Green NCAP has recorded.

Tesla Model Y Rear-Wheel Drive earned a five-star Green NCAP rating and 93 percent overall score. The Berlin-built single-motor version achieved a perfect 10/10 in greenhouse gas emissions.

Green NCAP calculated the Model Y lifecycle carbon footprint at 95 grams of CO2 equivalent per kilometre. Tesla supplied detailed vehicle and battery manufacturing data that the organization verified.

The SUV scored 8.9/10 for energy efficiency and 9.0/10 for clean air. It consumed 14.7 kWh per 100 km in warm conditions during testing.

“a benchmark for electric SUV efficiency”

Green NCAP1

Key facts

  • Model Y RWD earned five-star rating with 93% overall score and perfect 10/10 greenhouse gas score.12
  • Lifecycle emissions reached 95 g CO2-eq/km, the lowest figure Green NCAP has published.12
  • Model Y consumed 14.7 kWh/100 km in warm conditions and completed 10-80% DC fast charge in 24 minutes.1
RobotaxiHouston Police Union Backs Expanded Tesla Robotaxi
Image: Tesla North
10RobotaxiFrom earlier today

Houston Police Union Backs Expanded Tesla Robotaxi

The Houston Police Officers’ Union endorsed Tesla’s larger Houston Robotaxi map one day after the geofence grew.

The union posted on X on October 27 that Tesla’s expanded Cybercab and Robotaxi service gives riders more options to get home safely after a night out. The message came a day after Tesla enlarged the Houston geofence from a small northwest patch near Cypress to a Starship-shaped zone reaching downtown, Bellaire, and Pasadena.

Houston has offered unsupervised Robotaxi rides since April. The union did not claim any formal partnership with Tesla and simply presented the service as one tool against impaired driving. Tesla plans to extend Robotaxi hours to 2 AM soon and 24/7 by year end.

“There has never been an excuse to drink and drive.”

Houston Police Officers' Union1

Key facts

  • Houston Police Officers’ Union posted on X on October 27 endorsing the expanded map.1
  • Tesla enlarged the Houston geofence the day before from a small northwest area to a larger zone through downtown.1
  • Houston has been on Tesla’s unsupervised Robotaxi roster since April.1

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