
Welcome to the Tesla Space newsletter, our 148th issue.
I’m sure you already heard about the Cybertruck… I’m here with the latest on that & everything else that has happened around the Tesla world in between.
Here's what's on the Tesla Space menu today:
Cybertruck production gets extended to the end of summer 2027;
Could Jensen Huang join the Tesla Space?;
Tesla's Robotaxi now runs 24/7;
Chicago gets 50 Semis;
Robotaxi opens in Fort Worth and San Antonio, making it eight cities;
Tesla now has more robotaxis registered in Texas than Waymo;
The Cybercab is getting a smaller 40 kWh pack and goes silver;
Starship goes for a double catch tomorrow;
… and lots more. Enjoy!
— Jaan

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First up, our two latest videos, give them a watch: Tesla's New Cybercab Gen 2 Is INSANE (yep, that render is actually how it’ll look like)
Done? Let's get on with the Tesla Space news this week ↓
X OF THE WEEK

So, Elon commented this well before the actual news of transpired that Jensen Huang has resigned as NVIDIA’s CEO, president and board member.
That news is no small thing in the tech & business world.
Now, I know that Elon and Jensen have gotten along very well in the past and Elon was one of his first AI clients ever, through OpenAI back in the day. Jensen also donated the world’s first DGX-1 server to OpenAI back in 2016:

Well, now I can’t help thinking that the best possible landing spot for Jensen Huang is with SpaceX and Tesla on the Terafab — the most epic-chip building effort in the world, combining logic, memory and advanced packaging all under one roof.
Do you think Jensen might be joining the Tesla space?
TESLA NEWS
Cybertruck production ends in 2027
You’ve probably heard the news, both the hit pieces and the outcry to continue, but here’s the latest.

Cybertruck always had a special connection with SpaceX
Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for more Cybercab production, Elon Musk said on X on November 6:

It’s true, Cybertruck has not lived up to its sales volume expectations to date… Per the kbb data, Tesla had sold 11,586 Cybertrucks in the first three quarters in the US, down 28% year-over-year. Of course, it also never really got to the price point anticipated.
His post came about 80 minutes after Tesla raised US Cybertruck prices by up to 9% and paused new orders for the entry-level Dual-Motor AWD trim. Giga Texas is the only factory that builds the Cybertruck.
Wes Morrill, the Cybertruck's lead engineer, quoted Musk's post about half an hour later:

The November 6 prices ended up being:
Premium AWD: $92,490 (from $84,990, up 8.8%)
Cyberbeast: $102,490 (from $99,990, up 2.5%)
Dual-Motor AWD: listed at $82,490 (from $74,990, up 10%), but greyed out, with new orders paused
Musk gave his reasoning the next day:
“If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport!”
and
“We are still building Cybertruck for another 8 or 9 months btw, but then Tesla needs to focus on scaling Cybercab. There will never be another vehicle like it.”
He later added on X that even with an extra production shift, Tesla won't be able to build every Cybertruck that has been ordered:

Then things moved again. Tesla stopped taking orders for the Premium AWD, leaving the Cyberbeast as the only trim you can order, now at $109,990.
And on November 11, Musk said that to work through more of the order backlog, Cybertruck production will be extended "through the end of summer 2027." He then added:

In steps Unplugged:
Tesla aftermarket specialist Unplugged Performance has since made an open offer to take over the Cybertruck line once Tesla winds it down.
It said it would fund the effort through a consortium of investors, with Cybercab keeping first call on battery cells, and build the Cybertruck alongside a three-row "CyberSUV" and an unmanned "CyberCargo" hauler.
Personally, every Cybertruck owner I know (and I know plenty) has been absolutely raving about the truck.
PS! I know many of our readers here drive a Cybertruck — if you can, share your stories and pics with us to feature on our next issue!
Quick rounds:
🇦🇷 Tesla is launching in Argentina on November 20, starting with a store at the Unicenter shopping centre in Martínez, Buenos Aires province. It becomes Tesla's fourth South American market, after Chile, Colombia and Uruguay.
🇦🇺 Tesla has passed 200,000 cars in Australia, and on November 11 its local account introduced the 200,000th customer.
🇬🇾 GuyWay, a new ride service in Guyana, has launched in Georgetown with a fleet of 52 Teslas, and it plans to add more than 100 more vehicles as it expands.
🇩🇪 Tesla has opened its Berlin Engineering Center in Köpenick, 30 minutes from Giga Berlin. It brings four engineering sites onto one campus with 30 labs, and it went from permit to operational in under a year.
Tesla's board has sent shareholders a letter asking them to re-elect Elon Musk, Robyn Denholm and JB Straubel at the annual shareholder meeting on December 3.
Tesla posted a POV video of the next-gen Roadster's rear rocket thrusters. The Roadster then went on display in its Rocket trim at the Baron Investment Conference in New York.
Tesla's Holiday Collection is now live in its online shop, with 22 items from an $85 winter holiday sweater to a $350 Cybertruck RC racer that does up to 37 mph (60 km/h). It also has a $35 Cybercab pullback racer and a $65 1:43 scale Cybercab diecast.

this is also the first (and last?) Cybertruck to officially be available in Europe
Chicago's first 50 Tesla Semis are on their way, and Tesla is opening its first Semi service center in Laredo, Texas, today.
ROBOTAXI & FSD
Tesla robotaxi service went 24/7
Yes, the thing that the naysayers said will never ever happen. Robotaxis running through the whole night, non-stop.
Tesla's Robotaxi service now runs 24 hours a day, seven days a week, in every city where it is available, the robotaxi account said on X.
We put together a little overview of how the service times progressed since launch:

Robotaxi adds Fort Worth and San Antonio, and Austin grows

Tesla brought its Robotaxi service to Fort Worth, Texas, on November 2, with the city's launch geofence covering an estimated 143 square miles (370 sq km). That is more than one and a half times the size of the 81-square-mile (210 sq km) geofence in neighboring Dallas.
A week later came the San Antonio launch, with a geofence covering an estimated 275 square miles (712 sq km). It brings Tesla's unsupervised Robotaxi service to eight US cities.

Our estimate of the San Antonio geofence, on Google Earth
San Antonio held the title of Tesla's largest service area for a few hours. Then Tesla expanded its Austin geofence to an estimated 440 square miles (1,140 sq km), about 62% larger than the roughly 272-square-mile (704 sq km) zone it replaces. Here's the old one next to the new one:

Our estimate of the old and new Austin geofence
The Texas fleet kept growing too. Tesla now has more driverless vehicles registered in Texas than Waymo, with 1,302 vehicles registered to its Robotaxi service against Waymo's 1,297, per the Texas DMV's automated vehicle registry as of November 11.

From 42 registered vehicles in late May to 1,302 (EVwire Robotaxi Tracker)
Note that these are registered robotaxis, not robotaxis in service, although the indication is clear.
By the way, that chart is from my very own Texas robotaxi registration tracker, check it out for a proper surprise on how we can visualize the data. You’ll also find, under the Charts tab, downloadable PNGs of the graphs that are updated from DMV data every 30 minutes. Here’s another data point:

The Cybercab is getting a smaller 40 kWh pack & goes silver

Tesla plans to make the Cybercab even more efficient, despite the two-seater already being the most efficient production vehicle ever at 6.18 miles per kWh (9.95 km per kWh).
Elon said upcoming efficiency improvements will allow Tesla to fit the Cybercab with a 40 kWh battery pack, which is about 16% smaller than its current 47.6 kWh unit.
A smaller pack would also cut weight from a vehicle that already has a curb weight of just 3,113 lbs (1,412 kg). Musk added that the updated Cybercab will be made in liquid silver, so the colors are not too monotonous.

I do agree that the Cybercab will have a profound effect on the world’s transport.
Imagine the impact of a high-efficiency, high-volume, high-utilization electric vehicle. Nothing else that can match it out there.
A wrong-lane Waymo boxes in a Cybercab 🤣
A Tesla Cybercab ended up cyber-sandwiched between two Waymo robotaxis in Austin, Texas, after one of the Waymos reportedly turned into the wrong lane and stopped nose-to-nose with it:

Chase Dowling, who was riding in the Cybercab at the time, shared a photo of the face-off on X, calling it a "Robotaxi standoff." He said the Waymo “turned right at the light directly into the wrong lane as its compatriot came up behind me.”
Rosberg and Leno hand the wheel to FSD
Oh, by the way, I happened to get quote-posted on X by both Tesla’s account and by Elon himself, just a bit ago:

It was the post where I found that 2016 Formula 1 World Champion Nico Rosberg has been riding around San Francisco in a Tesla Cybertruck running Full Self-Driving (FSD) Supervised, and he says the experience has been life-changing.
Rosberg shared his impressions on LinkedIn after a week of back-to-back founder meetings across the city for his investment firm, Rosberg Ventures.
"My scarcest resource currently is time. [...] By the evening, it actually felt like I'd won back half a working day!! I even had a mini date with my wife on the drive. My whole racing career, I was the one in control behind the wheel. But I'm now fully willing to hand over control!!" — Nico Rosberg, 2016 F1 World Champion and Founder, Rosberg Ventures

Nico Rosberg on LinkedIn
You know what’s also fun? I managed to become the one who brought Nico Rosberg back on the X platform, where he hadn’t posted since March and now became active again. You’re welcome, 2.3M followers of Nico on X.
Quick notes:
🇫🇮 Tesla's Full Self-Driving (FSD) Supervised/Tesla Assisted Driving (TAD) has been approved in Finland, making it the eleventh European Union country to allow the advanced driver-assist system on public roads.
🇳🇱 The Netherlands' vehicle authority RDW has approved a set of changes to Tesla's FSD Supervised system in Europe, bringing the Tesla Assisted Driving (TAD) name to the car itself and cutting the system's maximum speed margin from +50% to +10%.
Jay Leno also tried FSD (Supervised) for the first time, in a new episode of Jay Leno's Garage. The Model Y L he was riding in pulled over by itself when an ambulance with its sirens on drove by. "We got it on self-driving mode! I'm not touching anything."
In the full 30-minute episode, Tesla VP Lars Moravy also said future robotaxis might use lasers to clean the windshield: "If you fire them in a focused area, you can clean the sheet of water and create a barrier."
Tesla has introduced its first FSD (Supervised) referral program in the US. Refer a Tesla owner to try FSD (Supervised), and you earn one month of free FSD (Supervised) if you subscribe, or a $99 Tesla Credit if you bought it outright.
The referral link gives eligible owners a one-month trial, and the reward lands when they subscribe during it. Rewards are capped at 12 per calendar year. The code for it showed up in the Tesla app update we covered last issue.
Okay, I’m running out of room on this email again, so looks like no space for space section (for all of our new subscribers, there’s a broader Muskonomy section that usually goes here). I promise it’ll be back next week, along with the Supercharging section, I’ve already got 1,500 words worth set aside.
But there is this one thing I do have to tell you. And it’s a big one.

Can’t wait to see this, but for the Starship too
Starship Flight 15 is set for Friday, November 13, with a 75-minute window opening at 5:45 p.m. ET (4:45 p.m. CT).
SpaceX will try to catch both the Super Heavy booster and the Starship with the launch tower! This would be the first full recovery of an orbital launch system.
The ship also carries 26 Starlink V3 satellites and is due to complete about 14 orbits over more than 22 hours before it comes back.
I. cannot. wait.

COMMUNITY CORNER
As always, our goal is to become the most value-packed and concise Tesla-related newsletter out there. How did we do today?
FEEDBACK: What do you think of today's issue?
100% thumbs up again on our last issue, which makes it four clean sweeps in a row. Thank you! 🙏
Here are a few of your comments:
Matthew said:
"TEEEESSSLLLLAAAAAA!!!"
— Louder for the people in the back, Matthew.
W said:
"Lots of great information!"
— Thanks, W!
S said:
"Always thought-provoking articles."
— Thanks, there’s so much going on!
F said:
"Love the way you have not only the news but tidbits about all things tesla …(spaceX next???)"
— SpaceX overviews (& Neuralink & TBC & SpaceXSI) will be back, I’m sorry that it has lost the fight for space* in two Muskonomy sections in a row…
*pun intended
Deb said:
"It is always fun and enlightening for me. An old aerospace tech to read what Elon is up to these days. Love him and all the hard work of the people who support him in all his endeavors. If I were not a 70 yr old retired Air Force vet on a fixed income, I would most definitely buy a red Cybertruck!!! Deck it out for camping and it would be amazing! It would be the last and best car of my life!!!💯 Thank you all for all your hard work and keeping us updated.🤗❤️"
— That red Cybertruck decked out for camping sounds like a great dream. Thank you for the kind words!
Toine said:
"Good wrap up"
— 🫡
Bob said:
"Informative and to the point. Don’t like ready around information that's not pertinent."
— To the point is the whole point, thanks Bob.
See you next week for more news from the Tesla Space,
— Jaan, Ted, and Sean.
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