Global Scans · Tesla · Weekly Summary

• [New] Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030. TESLARATI
• [New] Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. TESLARATI
• [New] Longer term, we assume Tesla delivers around 3 million vehicles per year in 2030 as the more affordable vehicle grows rapidly but also causes Model Y and Model 3 sales to decline. Morningstar, Inc.
• [New] Tesla could disrupt the automotive and power generation industries with its technology for EVs, automated vehicles, batteries, and humanoid robots. Morningstar, Inc.
• [New] Tesla can be expected to rise to the next resistance level 414.50 (target price for the completion of the active impulse wave 3). FxPro.News
• [New] If Tesla can simultaneously scale globally, the total robotaxi business could be worth up to twice as much, assuming slower scaling and lower margins outside the U.S. Laniakea Research
• [New] Accelerated expansion of Megapack & Powerwall Tesla plans to increase the installed storage capacity by more than 50% by 2025. Shop4Tesla
• [New] Elon Musk has promised that the production version of the long-gestating Tesla Roadster will be revealed sometime in 2025. American Cars And Racing
• By integrating affordability with cutting-edge software like FSD v14, Tesla is redefining what consumers expect from electric vehicles. chandra-luxe-capital news
• Alongside hardware updates, Tesla plans to introduce Full-Self Driving version 14, the latest iteration of its autonomous driving software. chandra-luxe-capital news
• Even diversified companies like Tesla, Inc., which holds a notable amount of Bitcoin, could see an uplift in the value of their digital asset reserves. The Chronicle-Journal
• In the pursuit of expanding its robotaxi network, Tesla plans to accelerate its rollout beyond Texas, with an eye towards widespread adoption that could potentially reshape the landscape of urban mobility. OpenTools
• Tesla will need to navigate a fragmented global regulatory landscape, potentially requiring adjustments to its vision-only FSD approach to meet diverse safety standards and build public trust. FinancialContent
• Waymo (Alphabet subsidiary), a leader in fully driverless Level 4 robotaxis, could face intensified competition if Tesla scales successfully. FinancialContent
• If the expansion plan succeeds, Tesla could soon offer autonomous rides in many US metropolises - and collect important data for the later international launch. Shop4Tesla
• Tesla, BMW, and Japanese automakers continue to invest in Mexico, attracted by its proximity to the U.S. and cost advantagesMexico's Role in Global Trade: Opportunities and Challenges. Ainvest
• Mobileye, as a prominent supplier of ADAS and AV platforms to the wider automotive industry, could benefit as automakers seek third-party solutions to compete with Tesla without relying on a direct rival. The Chronicle-Journal
• Tesla CEO Elon Musk plans to shift his focus from electric vehicles to humanoid robots. Yahoo Finance
• Tesla Base Case: Tesla's growth will likely be constrained more by FSD development and regulatory approvals than by robotaxi production capacity. Laniakea Research
• Tesla could start removing human safety monitors in selected areas in Austin before the end of the year. Laniakea Research
• Tesla has already expanded its Austin service area to 173 square miles, and at the current pace, it should be possible to cover the 300 largest U.S. urban markets (roughly 79,000 square miles) by the mid-2030s. Laniakea Research

Last updated: 20 October 2025