Tesla's Unsupervised FSD BOMBSHELL in Q4. Stock Explodes 4% as Elon Crushes Q3 Earnings @nextbigfuture

Uploaded October 2025 | Updated September 2026, 1 hour ago

Tesla's imminent wide release of FSD (Full Self-Driving) update to version 14.1.2. Some testers believe FSD 14.X will enable unsupervised driving by December. Chuck Cook is confident about FSD progress.

Backseat driving demos could supercharge word-of-mouth sales, making FSD irresistible and potentially overwhelming Tesla's production capacity.

Today's stock rally (from ~$423 to $440), attributing it partly to Cook's comments, eased U.S.-China tariff tensions under Trump, and hype ahead of the October 22 Q3 earnings call.

Analysts are betting on an EPS beat (street at $0.55).

Q4 could remain strong with energy storage (potentially 16 GWh in Q4 via China ramp) and new vehicles driving car sales.

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$Tesla Gigafactory BREAKTHROUGH. UNBOXED Production. 95% Robotic, 2.5 hr/CAR. $1000+ in 2026 Tesla China revealed Build Time for Model YL 2.5 Hours which is 4 times faster than world leading model Y 8-10 Hours (Tesla) and ten times faster than 30 Hours for volkswagen Giga Shanghais is building model YL in about ~2.5 hours end-to-end. This is a 75% reduction from Teslas 2023 worldclass 8-10 hours. This is unboxed process parallel assembly (where subassemblies like chassis, battery, and interior converge simultaneously rather than sequentially). VWs legacy plants clock in at 20-30 hours per vehicle, with even their fastest EV line (ID.3 at Zwickau) at 16 hours. This means lower costs and much more cars. Normal Car Labor is 10-15% of COGS (~$1,000-1,500/car industry-wide). At 95% automation. Teslas labor fraction drops to 2% ($100-200/car). Austin (Giga Texas): Already at 80% automation, upgrade to 95% adds 50% throughput (Model Y from 1,000 to 1,500/day/line). Current dual lines (Y + X/Cybertruck) hit 550k/year—post-upgrade, 800k+ without expansion. The Cybercab line at Austin will eclipse Shanghais efficiency, targeting 1 to 2 hour builds via radical simplification: No Paint Shop: Saves time and $200M facility costs. Follow Brian Wang on https://www.NextBigFuture.com Follow Brian Wang on https://www.X.com/@NextBigFuture Patreon - Next Big Future This channel brings you the most important science and technology breakthroughs and analysis at least once per week.$

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