Welcome to the Tesla Space newsletter, our 147th issue.
Plenty to get through this week, so I'll get right to it.
Here's what's on the Tesla Space menu today:
A Tesla Semi caught fire on I-880;
Cybercabs now outnumber Model Ys in Tesla's Texas fleet;
Munro tours the Cybercab line: 25 stations, no paint shop;
The new Roadster goes on public display;
FSD now goes 6 million miles between major collisions;
Houston's new Robotaxi zone is shaped like a Starship;
No Cybertruck for Australia and New Zealand;
… and lots more. Enjoy!
— Jaan

TESLA SPACE 🤝 SHORTFORM
I picked this one for us today because I think they’re approaching books the same way as this newsletter: condensing a lot of great information into a 10-15 minute read.
What the People Building AI Actually Read
The people building AI aren't only reading about AI. Sam Altman's pick for getting more done is Zero to One, and it has nothing to do with machine learning.
Shortform breaks down books like The Beginning of Infinity and Thinking, Fast and Slow into the key ideas, the context behind them, and what to do with them.
Get the ideas behind the breakthroughs in about 15 minutes, then decide which ones deserve your whole weekend.
Check out our fresh video: The Real Reason Tesla Is Merging With SpaceX
Done? Let's get on with the Tesla Space news this week ↓
X OF THE WEEK

…more on the robotaxi rally in the Robotaxi section.
TESLA SEMI FIRE
A Frito-Lay Tesla Semi caught fire on I-880: what we know so far

Image: reveleth via Electric Felix
A Tesla Semi caught fire on Interstate 880 in Hayward, California, on Tuesday evening, prompting the California Highway Patrol (CHP) to close the freeway in both directions for several hours. The driver was not hurt.
The fire was reported around 5:35 p.m. in the southbound lanes near Route 92. There was no crash, and no other vehicles were involved. By 5:45 p.m., CHP had closed both directions between Winton Avenue and Route 92, with Officer Rolando Guzman citing "potential risk of hazardous chemical smoke."
Northbound lanes reopened around 8:40 p.m. CHP had warned that the battery fire could burn for 15 to 18 hours and that southbound lanes would stay closed until it was out and the truck could be safely removed. Southbound traffic was diverted at Winton Avenue, and all lanes were back open by Wednesday morning.
The driver told CHP the truck "simply caught fire" and that they didn't know why.
The cause remains under investigation — and I’ll keep tabs on it.
The truck that burned is not one of Tesla's new production Semis. It is one of the early Frito-Lay Semis that PepsiCo has been running in its fleet since Tesla's first deliveries nearly four years ago, which means it predates the production truck now coming off Tesla's Semi Factory line.

one of PepsiCo's early Frito-Lay Semis, the kind that burned
The Semi has been on the road in customer hands since Tesla's first deliveries to PepsiCo in December 2022, and those early trucks formed a pilot fleet of just under 200 vehicles that Tesla says has logged 17.5 million miles.
For scale, US fire departments responded to an average of more than 15,000 large-truck fires each year from 2018 to 2022, according to National Fire Protection Association (NFPA) data. Those figures cover large trucks of every powertrain, with the vast majority running on diesel.
Here's a look at the scene some time after the fire, as shared by CHP:

(CHP Hayward)
TESLA NEWS
The new Roadster goes on public display

at the Petersen (via @cristianorea_ on X)
The new Roadster was on public display for the first time at the Petersen Automotive Museum in Los Angeles from October 24 to 27, in the Thrust trim.
Tesla's chief designer Franz von Holzhausen also drove one to the Petersen dinner, with the rear popped open so guests could see the carbon-overwrapped pressure vessel (COPV), click to view the video on X:
Tesla also released a video of the Roadster's interface.
A great reminder of how much I love software-defined vehicles. Click to play it:
And Tesla's Roadster press materials, shared by Ryan Zohoury, spell out what each trim gets. Production starts in 2028, so all of it is subject to change:
Performance: 0–60 mph in under 1.6 seconds, dihedral doors with removable roof panels, active and fan-powered aerodynamics, carbon-ceramic brakes, yoke steering with steer-by-wire and brake-by-wire, two seats and over 300 miles (480 km) of EPA range. No rocket thrusters or COPVs.
Thrust: 0–60 mph in under 0.9 seconds. Adds one COPV, four rear rocket thrusters, gold-tinted glass and the Supersonic interior package.
Rocket: 0–60 mph in under 0.59 seconds and over 5g of peak acceleration. Two COPVs, 10 thrusters in total (including four for lift and two for yaw), Ano White paint and a single seat.
The two documents with details. Also, all this and most of the press we saw still didn’t release most of this info properly -.-

Quick rounds:

🇻🇳 Tesla is officially coming to Vietnam, with the company's recruiting team posting five openings for the market that span sales, service and charging: Sales Manager, Service Manager, HR Business Partner, Purchasing Manager, and Project Developer, Charging.
Every new Tesla in the US and Mexico can now power tools and gadgets through Powershare, using the Mobile Connector and an outlet adapter. In the US, it can also back up a home through Powerwall 3.
Tesla's app now runs on iPad and iPhone Duo with properly optimized screens (way better than legacy car apps), and the same 4.62 update carries code for FSD referral rewards and X Money support, which aren't live yet.
Also, Tesla just released a video showcasing Halloween Mode
Tesla has dropped its plans to sell the Cybertruck in Australia and New Zealand. Reservation holders there are being offered a free year of FSD (Supervised) if they order a Model 3 or Model Y by the end of 2026.

Tesla's note to reservation holders (via Sawyer Merritt)
ROBOTAXI & FSD
Cybercabs now outnumber Model Ys in Tesla's Texas fleet
Tesla's Robotaxi fleet in Texas now has more Cybercabs than Model Ys. Texas DMV data tracked shows 573 Cybercabs and 507 Model Ys on October 27, 1,080 vehicles in total. Note that the registered count doesn’t mean in service, but it does seem like the floodgates have really opened.
Plenty of the Cybercabs literally went to the races. Ahead of the F1 United States Grand Prix at the Circuit of the Americas (October 23 to 25), Tesla expanded its Austin service area to include the track and pushed service hours to 1 AM.
The Robotaxi service saw heavy use all weekend, with over 50 Cybercabs spotted dropping off fans on race day

Source: @BenSteindl on X
Other videos showed numerous Cybercabs operating even at night. In a post on X, Ashok Elluswamy, Tesla's VP of AI Software, described the scene as a “Storm of Cybercabs”
Houston's Robotaxi zone grows, in the shape of a Starship
Tesla has rolled out a larger Robotaxi service area in Houston, with the new geofence now reaching downtown Houston and Bellaire.
Tesla's official Robotaxi account shared a map of the update on X, showing the expanded zone running southeast from the original service area in northwest Houston, through the city center, and down to Bellaire:

The original geofence is folded into the new one. Tesla did not share the new area's size, but Sawyer Merritt's count puts it at 254 square miles (about 658 sqkm), up 916% and close to Austin's 272 (about 704 sqkm). Here's his compilation for showing every Robotaxi city:
Miami and Tampa are next. Elon confirmed their geofences will soon include the beaches.
FSD now goes 6 million miles between major collisions
Tesla has released new FSD Supervised safety data. The system now goes 6,006,200 miles (9.67 million kilometers) between major collisions in North America, about 9x farther than the U.S. average.
Teslas driven manually with Active Safety features went 2,031,221 miles (3.27 million km) per major collision. Meanwhile, Teslas driven manually without those features went 845,915 miles (1.36 million km). The U.S. average sits at 660,164 miles (1.06 million km). The data covers all road classes, highway and non-highway, and reflects a rolling 12-month aggregation of miles and collisions.

Tesla's updated FSD safety report (Tesla)
Turo starts renting out Teslas with verified FSD
Car rental marketplace Turo now lets US travelers search for and book Teslas with FSD (Supervised) turned on, from October 28. Turo checks each car's FSD status directly through Tesla's API, and eligible hosts get a free one-month FSD trial.

Latvia makes it ten for FSD in Europe

🇱🇻 Tesla's FSD Supervised, now called Tesla Assisted Driving (TAD) in Europe, has been approved in Latvia, making it the tenth European Union country to allow the advanced driver-assist system on public roads.
Tesla said in a press release sent to EVwire that it has received regulatory approval to offer TAD in Latvia, with the rollout to customer vehicles set to begin shortly through an over-the-air software update. TAD will cost €99 ($116) per month in Latvia. With the approval, all three Baltic states have now cleared FSD/TAD.
Munro Live tours the Cybercab line

Munro Live has published a nearly 90-minute deep dive into Tesla's Cybercab, touring the Cybercab production line in Texas with Tesla VP of Vehicle Engineering Lars Moravy and members of Tesla's engineering and manufacturing teams.
The video walks through how Tesla's unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested separately before being joined on a short final line. It also covers the Cybercab's battery pack, drive unit, heat pump and body panels.
Some of the specs and production details from the video:
Cybercab final assembly takes 25 fully automated stations, which Tesla's team estimated is a fifth to a tenth of what a Model Y needs. The full Cybercab line is about 78% automated.
The unboxed layout uses about 50% less floor space per unit produced. The front module holds roughly half of the car's parts.
There is no paint shop for the Cybercab. Only the side modules are e-coated, and the exterior plastic panels get their color in the mold.
The battery is an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla. Each module is potted separately, so a single faulty module can be replaced instead of the whole pack.
The front-wheel-drive unit uses an 11:1 gear ratio, compared with about 9:1 on most other Teslas, as the Cybercab doesn't need a high top speed.
Tesla says the Cybercab is built to last at least 500,000 miles (805,000 km).

Tesla's team also said the Cybercab line can currently build cars faster than the company is deploying them:
"We don't run every day because the line can run so fast. It's currently outpacing our deployments. So, it's a bit of a race right now. Who's going to go faster? Right now the, you know, the manufacturing lines ahead." — Lars Moravy, VP of Vehicle Engineering, Tesla, to Munro Live.
The full video is here, if you have ~90 minutes to dig deeper.
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 last week's issue, from 52 of you this time (42 the week before), which makes it three clean sweeps in a row. Thank you! 🙏
Here are a few of your comments (including some I missed from earlier issues):
Darrell said:
"Complete and concise! Keep it up!"
— Two words we'd happily put on the masthead, Darrell.
D said:
"Just what I was looking for as far as your compilation. Thank you."
— 🙏
Fred said:
"Interesting, informative. Not fantastic."
— Two out of three, Fred. We'll keep working on the third.
Mark said:
"A great summary. Thanks"
— Cheers, Mark!
Mike said:
"The rocker Roadster is too dangerous for 95% of drivers."
— The rocket part does sound like one for the other 5%, Mike.
Steven said:
"Love getting updates on all things EM!"
— All things EM, every week. Welcome aboard, Steven!
Doug said:
"This is not really feedback, but a question. Is Tesla dropping the Model X completely, or are there plans for an updated version? If there are, has there been a date suggested? Thanks. Doug Carlson 2023 Model X LR"
— [Jaan]
Phillip said:
"This effort with your news reporting is excellent. Long time Tesla owner here, 8 years. BUT if I find that Elon has throttled their shield systems for Ukraine for ANY reason, I will be unloading all my shares within 24 hours. That would be crossing the RED line for me. […]”
— I understand what you feel, Phillip. I cut the latter part of your text out here to keep it polite. I wouldn’t condemn Elon before we learn the actual facts; there’s a lot of murky details around this, and of course the legacy media runs with every chance they get to blame him, no news there (pun intended).
I am a bit closer to Ukraine, about 800km from it, and we have some of those drones even ending up in our territory, so rest assured, it is a bit more acute of a topic here.
As a reminder, Starlink has been critical for Ukraine’s defenses from the start, and the only off-limits by Elon/SpaceX have been using it for attacking rather than defending. Which I get. Anyway, we’ll drop back to topics at hand here, and additionally, my views here are not the view of Tesla Space as general - just writing this personally as Jaan.
And a few more from issue #144, which we held back for space last week:
A said:
"I pride myself in knowing *almost* everything you cover in advance of reading your newsletter. This one surpassed my expectations -- I learned A LOT of info I hadn't seen previously. Well done!"
— You set a high bar, A, we’ll try to keep going at the same level. Same time next week?
Mike said:
"New model announcement when will this baby be out of diapers? Great insight."
— Per the spec sheet, that ships in a later OTA update, Mike.
G said:
"New reader here -- the issue is very well done. Lighthearted and informal, much like a note from a friend."
— That's exactly the idea. Welcome to the club, G!
Stephen said:
"I love that you took time to celebrate Shawn's baby with creative flair!"
— Thanks, Stephen - it’s the fun part of this “job” - we have the absolute freedom to get creative.
S said:
"Congratulations to Sean, thanks for cute model update.."
— Sean will see this one, S. Thank you!
S said:
"Awesome news and innovations"
— 🚀
R said:
"Good information that is new about Tesla"
— New is the goal, R. Glad it landed.
See you next week for more news from the Tesla Space,
— Jaan, Ted, and Sean.
PS, we'd like to thank all of our supporters on Patreon!
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