Tesla Key Summary Of November 2025 Shareholders’ Meeting

Tesla Key Summary Of November 2025 Shareholders’ Meeting

1. Tesla Shareholder Passes 75% In Approval Of Elon’s 2025 CEO Performance Compensation
   Tesla shareholders approved Elon’s 2025 CEO performance compensation plan with 75% approval.
2. Official Commencement of Cybercab Production in April 2026
   Tesla has officially announced that it will begin mass production of its Cybercap in April 2026.
3. Announcement of new launch area for Robotic Taxi service
   Tesla will roll out its robo-taxi services sequentially in Miami, Dallas, Phoenix, and Las Vegas. In addition, fully autonomous robo-taxi will be available in Austin later this year without safety staff.
4. FSD mitigation: Allow text input and ease attention monitoring
   Elon says text input will be allowed while using FSD in a month or two, and attention monitoring will be relaxed.
5. Elon: “Months Before FSD Unsupervised Stage”
   Elon said the FSD phase of complete unsupervised oversight was imminent, and Europe’s first regulatory approval would be in the first quarter of 2026.
6. Tesla Reveals FSD Safety Data
   Tesla reported that the accident rate for vehicles using FSD is significantly safer than one for every 4.92 million miles and one for every 700,000 miles on average in the United States.
7. Tesla Says Possibility Of Establishing Its Own Chip Production Facility (Foundry)
   Elon noted that it may need to build its own large chip production facility to meet surging demand.
8. AI5 Chip and Next-Generation Chip Technology Unveiled Some
   Some AI5 chip-related information has been released, which is expected to be a key technology for robo-taxi and Optimus operations.
9. 4680 Battery to Apply to Cybercap and Tesla Semi from 2026
   Elon says 4680 cells will be applied to Cybercap and Tesla Semi starting in 2026.
10. New Lithium Refining Facility Revealed — Initial 50 GWh Production Capacity
    The Texas Lithium Refining Facility will begin operating at an initial 50GWh production capacity.
11. Roadster unveiled April 1, 2026, production 12-18 months later
    The new roadster will be unveiled on April 1, 2026, with production expected to begin in mid-to-late 2027.
12. Tesla Semi Truck New Design Unveils
    The new Tesla Semi
    • Model Y style front light bar
    • Improved efficiency
    • Enhanced loading capacity
    • Autonomous Driving-Based Design
    It has characteristics such as back, and it is expected to be mass-produced from 2026.
13. Optimus Production Line First Disclosure and Cost Targets
    Tesla has unveiled some of its Optimus production lines. It will also build a more expanded third-generation production line in 2026, with a long-term goal of $20,000 in manufacturing costs per robot.
14. Optimus Large-Scale Production Plan
    Elon is
    • 1 million production lines in Fremont,
    • It announced plans to build 10 million production lines in Texas.
15. The next general shareholders’ meeting will be held at a large arena-level venue
    Elon said it plans to hold its next shareholders’ meeting at a large arena-class venue, with thousands of shareholders attending.
16. Appreciation of Waymo and mentioning the possibility of deploying Cybercap
    Elon thanked Waymo for pioneering the regulatory environment, saying Tesla “will be able to deploy all of the cybercaps that are produced.”
17. More access to SpaceX investment is possible
    Elon said he is considering how Tesla shareholders can invest in SpaceX and does not rule out the possibility of going public.

Major Presentation Summary
• Cybercap production begins in April 2026
• Tesla Semi New Design Unveils
• Considering the establishment of its own chip production facility
• Robotaxi Launch of New City
• AI5 Chip Reveals Some Information
• New Lithium Refining Facility Revealed
• Roadster Disclosure and Production Schedule Announced
• European FSD Regulatory Schedule
• Optimus Production Information
• FSD Safety Data Release