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Q3 Update In Q3, we achieved record deliveries + energy storage deployments. Alongside launching new + exciting products, our focus remains on scale. Every Tesla delivered today is designed for autonomy & every Tesla energy storage product is capable of being enhanced + optimized by our virtual power plant or Autobidder functionality. Maximizing our deliveries + deployments means delivering increasing value to all of you over time via AI-powered services. As such, we continue to deliver a fleet of products that bring AI into the real world as we pursue a future of sustainable abundance as outlined in our Master Plan Part IV. North America @tesla_na – Launched Model 3/Y Standard, each with >300 mi of range & starting at $36,990 / $39,990 respectively, making our products more accessible – Launched Model Y Performance EMEA @teslaeurope – Model Y is the best-selling vehicle in Norway, Switzerland & Iceland YTD, in Finland for Q3 + in the Netherlands & Denmark in September – Produced 100,000th refreshed Model Y at Giga Berlin + started production of Model Y Performance – We continue to pursue the launch of FSD Supervised in Europe, pending regulatory approval APAC @tesla_asia – Launched the Model YL in China, a longer wheelbase version of the Model Y with 6 seats and 3 rows – Achieved record deliveries in South Korea, Taiwan, Japan & Singapore + began deliveries of the Model Y in India – Launched FSD Supervised in Australia + New Zealand – South Korea is now our third largest market behind only the US & China AI Software + Hardware @tesla_AI – Started rolling out v14 of FSD Supervised in October, bringing a large portion of the Robotaxi FSD model to our owners + improved handling of several complex scenarios such as avoiding road debris, yielding for emergency vehicles & adding arrival options to indicate where FSD should park – Expanded both our service area + fleet count for our Robotaxi service in Austin & launched our Bay Area ride-hailing service – Announced a deal to manufacture advanced semiconductors for AI inference and training in the US w/ Samsung + further expanded our AI training compute capacity, bringing Cortex to a total of 81k H100 equivalents Vehicle + other software – @Robotaxi iOS app is now available to everyone in the US & Canada – download to join the waitlist Over-the-air updates bring you new features overnight: – Grok (an AI companion) for vehicles in North America – Low Power Mode to help conserve energy (useful when traveling) – Light Sync that synchronizes the car’s interior accent lights with music – You can also order food directly from your vehicle touchscreen before arrival at the Tesla Diner in Los Angeles – Tesla app users can now pinpoint vehicle concerns + diagnose urgent issues to dispatch mobile technicians, making the service experience even smoother Battery, Powertrain & Manufacturing – Both Model 3 + Model Y Standard feature a new battery pack & powertrain designed for energy + cost efficiency – We expect our lithium refinery in Texas to begin production in Q4 2025 & our LFP lines in Nevada to begin production Q1 2026 Energy @teslaenergy – Highest quarterly energy storage deployments ever! – Unveiled our next-generation industrial storage product – Megablock –, a pre-engineered, medium voltage battery that integrates four Megapack 3s. This new + simplified architecture incorporates hardware, software & services in a single package up to medium voltage, enabling rapid utility-scale deployment with faster interconnection to the grid and reduced complexity for customers. Will begin production at Megafactory Houston in 2026 with up to 50 GWh per year of manufacturing capacity Services and other @TeslaCharging – Added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year – Launched our first v4 Supercharger cabinets = 3x the power density + 2x the number of stalls per cabinet compared to V3, bringing higher throughput + efficiency, lower cost & faster deployments V4 Superchargers enable 500kW charging for passenger vehicles & 1,200kW charging for @Tesla_Semi, enabling the fastest charging time for trucks in the US #quarterly-disclosure" target="_blank" rel="nofollow noopener">ir.tesla.com/#quarterly-dis…