Tesla is building its own maps to fix recurring FSD problems with speed limits, parking, and routes. The change reverses the company's prior stance that map-dependent systems are brittle.
Clarified attribution: an earlier version stated as fact that Tesla's new fleet-built maps match Waymo's approach. That comparison is Electrek's analysis, and the story now says so. It also removed a garbled sentence and names Elon Musk as the CEO who criticized map-reliant systems.
The new effort shows the company's fleet performing the same mapping work that Waymo vehicles carry out to handle situations the system cannot reliably solve on its own.
The source text states that the core distinction does not hold if the goal is simply that both companies create their own maps for the self-driving system.
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Tesla's Q3 2026 revenue was roughly flat at $28.05 billion, while GAAP operating income fell 56% to $718 million, a 2.6% margin. Deliveries fell 2% to 486,532, and active FSD subscriptions rose 67% to 1.74 million.
SpaceX bought $151 million in Tesla Megapack purchases during the third quarter in its latest 10-Q filing. The purchases bring the company's year-to-date total to $480 million.
Tesla says its unsupervised Robotaxi fleet has driven more than 3.3 million miles with no injuries, airbag deployments or pedestrian strikes, according to its new Robotaxi Safety Report. Tesla also lists Las Vegas, Jacksonville, Phoenix and San Antonio as coming soon.
Tesla marked the start of high-volume Semi production at its new Sparks, Nevada factory on September 24. The plant, which Tesla says covers 1.8 million square feet, is built to scale to 50,000 trucks annually.
DoorDash and Instacart parent Maplebear announced a definitive agreement under which DoorDash will acquire Instacart for $65 per share, an equity value of about $17 billion.
