Supervised driving adoption and expansion
Tesla reported that over 75% of newly delivered vehicles in the North America market have its supervised driving software activated. Since the second quarter, Tesla's supervised driving has received regulatory approval in four more markets: Croatia, Slovenia, the Czech Republic and Slovakia.
Tesla's supervised driving is now officially open for use in nine EU markets, where it has more than 100,000 users. Since first approval, cumulative distance driven by European users has passed 160 million kilometers.
Semi enters volume production
Tesla said the Tesla Semi electric truck has entered volume production. The long-range version delivers about 805 kilometers of range with the vehicle, trailer and cargo totaling about 37.2 tons, at energy use of about 1.06 kWh per kilometer.
Under the same load conditions, Tesla said the Semi's energy use is about one-third that of a comparable diesel truck.
Robotaxi and AI
Tesla's Cybercab has joined the company's robotaxi fleet in Austin, according to the company's presented material. Cumulative unsupervised driving distance is approaching 3.22 million kilometers, growing to eight times in the third quarter. Robotaxi service hours in Austin now run from 6 a.m. to midnight.
The Cybercab connects to Grok and features Grok Bot and Connectors, according to the presented material. Tesla said it expects to complete training compute infrastructure with total power of 400 megawatts by the end of this year, supporting autonomous intelligence training for both vehicles and humanoid robots. Construction continues on a chip factory in Austin, with equipment commissioning planned for 2027.