Elon Musk states Tesla FSD v15 will far exceed human safety levels, echoing unfulfilled promises for v12 and v14. The repeated pattern highlights ongoing delays in achieving unsupervised autonomy.
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Tesla is building its own maps to fix recurring FSD problems with speed limits, parking, and routes. The change reverses the company's prior stance that map-dependent systems are brittle.
Tesla's Q3 2026 revenue was roughly flat at $28.05 billion, while GAAP operating income fell 56% to $718 million, a 2.6% margin. Deliveries fell 2% to 486,532, and active FSD subscriptions rose 67% to 1.74 million.
Elon Musk said on X that SpaceX "closed $40B of debt for GPUs," adding that the company is investment grade and has Starlink and launch revenue, while debt markets have "almost entirely shut off" for companies without substantial revenue independent of AI data centers. In a follow-up reply, Musk said it is "primarily callable debt for GPU purchases that will arrive in Q1 and Q2" and "not a major factor this quarter." Musk did not name lenders or terms. Reuters, the FT, CNBC, Semafor and Bloomberg had earlier reported, citing unnamed sources, that SpaceX was arranging about $40 billion of debt for Nvidia chips, with Apollo and Goldman Sachs reported to be leading.
SpaceX bought $151 million in Tesla Megapack purchases during the third quarter in its latest 10-Q filing. The purchases bring the company's year-to-date total to $480 million.
Tesla says its unsupervised Robotaxi fleet has driven more than 3.3 million miles with no injuries, airbag deployments or pedestrian strikes, according to its new Robotaxi Safety Report. Tesla also lists Las Vegas, Jacksonville, Phoenix and San Antonio as coming soon.
