Q3 earnings, 21 October: what to watch on Robotaxi and Cybercab

Tesla reports third-quarter results on Wednesday 21 October. These calls have become the main venue where the company actually puts numbers on the robotaxi programme, which makes this a useful place to watch. The last official fleet figure we have is 300+ Cybercabs serving Austin, which Tesla described as an 8x increase in 30 days. Dallas was named as next, with no date attached. What to listen for: - Does Dallas get a date, or does it slip again? - A fresh fleet number. Is 300+ still current, and does Tesla talk about utilisation rather than just vehicles built? - The "dozen or so states" claim. Musk said in April that robotaxi would reach a dozen or so states by the end of 2026. That is now a two-month claim, so it either firms up or quietly moves. - Production: Tesla says Cybercab drive units come off the line every 10 seconds, which is a component cadence rather than a vehicle figure. Stated annual capacity is 125,000, against Musk's earlier talk of 2-4 million a year. Movement between those numbers is the interesting part. - Whether safety comes up unprompted, given the NHTSA audit query and the separate FSD investigation. - Anything about the Model Y robotaxi fleet and how Cybercab replaces it. Worth having in mind: - 300+ Cybercabs in Austin as of 10 October, per Tesla - 45 registered vehicles at launch in September, per Texas DMV figures - 125,000 units annual capacity, stated in April - Robotaxi currently serving Austin, Dallas, Houston, Tampa and Miami Post during and after the call. If you catch a number I have missed, reply with it - I would rather this thread be accurate than tidy.