TSLA Crashes 10% AGAIN—But $70¢ Earnings & FSD 14 and $35K Model to the Rescue @nextbigfuture

Uploaded October 2025 | Updated September 2026, 1 day ago

Despite a 10% dip after strong Q3 delivery numbers (the stock remains up 29% for the month.

How low can Tesla shares go?

Why could shares rebound ? FSD v14 release or Model Q announcement.

Robotaxi Expansion: Texas regulations require an urgent response team for driverless operations. Tesla's recent job postings suggest hiring and training could align with removing safety riders by November 6, coinciding with the shareholder meeting for demo rides.

Model Q: Described as a stripped-down Model Y targeting $35K-$37K pricing via $5K+ cost cuts

US sales can be boosted via leasing deals and deals with FSD and supercharging bundles.

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TSLA Crashes 10% AGAIN—But $70¢ Earnings & FSD 14 and $35K Model to the Rescue

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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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