TSLA today $311.21 ▲ $2.36 (0.8%) |
| Tesla's first American-made LFP cells are now powering Megapacks rolling out of the factory, tightening the domestic supply chain for utility-scale storage. |
Top 12 News Items
- Tesla Begins Shipping First Megapacks Powered by American-Made LFP Cells: TeslaNorth.com
Tesla has started deliveries of Megapacks that use LFP cells produced in the United States. The move reduces reliance on imported battery chemistry for large-scale energy projects. It also aligns production with domestic content incentives that affect project economics for utilities. The first units mark a shift toward localized cell manufacturing for the energy storage side of the business. Source: Google News - Tesla Model Y Premium RWD test drives begin; Grok AI rolls out via OTA update: HT Auto
Customers in India can now schedule test drives of the Model Y Premium Rear-Wheel Drive variant. The same software update is pushing Grok AI into vehicles already on the road. The rollout pairs a new trim option with an expanded in-car assistant feature. Production of the Premium RWD version ties into existing assembly lines serving the Indian market. Source: Google News - Two Issues Noticed with FSD v14.3.6: Turn Signals and Ramps: @Teslarati (X)
Owners report that the latest supervised FSD version sometimes cancels turn signals about 100 feet before a turn. The same build also drives over elevated road sections at full speed instead of slowing, producing a hard landing on the far side. Drivers say they now intervene when they see those features ahead. The reports come from real-world testing on roads with both signal timing quirks and uneven pavement. Source: x.com - Aberdeen Group Boosts TSLA Stake by 803k Shares to $2.15B: TSLAming (X)
Aberdeen Group added 803,088 shares during the second quarter, bringing its total to 5,109,041 shares valued at $2.149 billion. The position now represents 3.0172 percent of the firm's overall portfolio. The purchase was executed at a reported average price of $420.60. The increase shows continued institutional interest from a major UK wealth manager. Source: x.com - Mom and daughter drove 5,000 miles across the US in a Tesla Model Y, and 110V was enough at night: The Cool Down
A mother and daughter completed a 5,000-mile cross-country trip relying on standard household outlets for overnight charging. The Model Y handled the full distance without dedicated fast-charging stops after dark. The account shows how Level 1 charging can support long-distance travel when daily mileage stays moderate. The trip relied on consistent access to 110-volt outlets at each overnight stop. Source: Google News - First look at Tesla's FSD Visualization Zoom Feature [VIDEO]: Not A Tesla App
The Summer Update adds a zoom control that lets drivers adjust the scale of the on-screen camera view. Users can lock in a preferred distance for surrounding traffic display. The option gives owners direct control over how much of the environment appears on the screen during supervised driving. The feature appears in the visualization settings and works alongside existing camera feeds. Source: notateslaapp.com - PATENT NEWS: Tesla asks Supreme Court for directions to detour around USPTO review policies: VitalLaw.com
Tesla filed a petition asking the Supreme Court to clarify how the USPTO should handle certain review proceedings. The request targets policies that affect how patent challenges move through the agency. A favorable ruling could change the timeline and cost of defending Tesla's intellectual property. The filing reflects growing complexity in protecting hardware and software innovations across vehicle and energy lines. Source: Google News - Who is Lobbying for Whom: From Tesla Energy to whale protection: Who lobbied Queen’s Park this week: QP Briefing
Tesla Energy registered lobbying activity at Queen's Park focused on energy storage and grid projects. The filing lists meetings with provincial officials on permitting and procurement rules. The activity shows Tesla's continued push to expand Megapack deployments in Ontario. The registration covers discussions around storage incentives and interconnection processes. Source: Google News - Tesla Update 2026.20 — The Undocumented Changes: Not A Tesla App
The latest software release includes several changes not listed in the official notes. Owners have documented adjustments to interface behavior and minor feature tweaks through direct testing. The post catalogs the differences between the release notes and observed vehicle behavior. The update covers interface refinements that affect daily driver interaction with the car. Source: notateslaapp.com - Tesla’s New Long-Wheelbase Model Y L Officially Launches in the US: TeslaNorth.com
The extended-wheelbase Model Y L is now available for order in the United States. The variant adds rear legroom and cargo space compared with the standard model. Production is tied to existing lines rather than a separate facility. The launch expands the Model Y lineup for buyers seeking more interior room without moving to a different vehicle class. Source: Google News - FSD Handles Mad Max Concert Exit Traffic in 90 Minutes: @Teslarati (X)
An owner reported that supervised FSD managed the post-concert traffic jam at a large venue, completing the exit in roughly 90 minutes. Occasional accelerator nudges were needed in the densest sections. The drive showed both the system's ability to handle dense, chaotic flow and its remaining limits. The report highlights real-world performance in high-density pedestrian and vehicle environments. Source: x.com - FSD is a Cheat Code on I-95 and Into the Lincoln Tunnel: @Teslarati (X)
The same driver described FSD handling the approach and entry into the Lincoln Tunnel on I-95 without intervention. Lane changes and merging occurred smoothly in heavy traffic. The account adds to the growing set of highway-specific owner reports for the current software version. The experience covered both open highway segments and the constrained tunnel entrance geometry. Source: x.com
Tesla X Takeover: What's Hot Right Now
Tesla X Takeover - What's breaking in the Tesla world today! Here are the most interesting, fresh Tesla developments that have everyone talking.
- Jim Cramer urges investors to believe in Elon Musk on Tesla: Yahoo Finance UK
Jim Cramer told viewers that conviction in Elon Musk remains the key variable for Tesla's valuation. He framed the company's multiple business lines as still tied to Musk's execution track record. The comment came amid ongoing questions about regulatory and competitive pressure. Cramer positioned the stock as one where belief in leadership outweighs near-term operational metrics. Source: Google News - Key synergies of potential Tesla and SpaceX merger outlined: Investing.com
Analysts mapped overlapping manufacturing, supply-chain, and capital-allocation advantages that could arise from combining the two companies. The note highlights shared use of advanced materials and production techniques already proven at scale. No formal process has been confirmed by either firm. The discussion centers on potential efficiencies in engineering talent and facility utilization. Source: Google News - Combining Tesla and SpaceX makes a ton of sense, says Gene Munster: Yahoo Finance
Gene Munster argued that operational overlap in talent, facilities, and long-term capital projects supports a merged structure. He pointed to shared engineering culture and the ability to move resources between vehicle and aerospace programs. The view treats the idea as strategically coherent rather than speculative. Munster emphasized common approaches to scaling complex hardware systems. Source: Google News - Is This EV Stock The Next Tesla?: Yahoo Finance
The piece examines whether any current EV maker has replicated Tesla's combination of software iteration, vertical integration, and energy-storage growth. It contrasts balance-sheet strength and production discipline across the sector. No single company is named as the clear successor. The analysis focuses on how few peers match Tesla's pace of over-the-air updates and storage deployment. Source: Google News - Tesla asks Supreme Court to clarify USPTO review policies: VitalLaw.com
The petition seeks guidance on how post-grant review proceedings should apply to Tesla's growing patent portfolio. A ruling could shorten or lengthen the time and cost of protecting vehicle and energy technology. The filing reflects Tesla's increasing reliance on proprietary processes across hardware and software. The request targets review timelines that affect how quickly new innovations can be defended in the market. Source: Google News
Short Spot
Rear of Tesla driving in Full Self-Driving mode sheared off in Issaquah crash: KOMO A Tesla operating in supervised Full Self-Driving mode lost its entire rear section in a crash in Issaquah. The incident is under review for how the vehicle responded in the moments before impact. Tesla has not released details on whether the driver had hands on the wheel or issued any override commands. The crash raises questions about structural performance in high-speed rear impacts while the system was engaged. Source/Post: Google News
Tesla First Principles
Subscription access to supervised FSD changes the timing of revenue recognition in ways that traditional vehicle sales never did. Instead of booking most of the margin at delivery, Tesla can now spread payments across months or years while the same hardware continues to generate incremental service revenue. That shift lowers the capital intensity of each new customer because the car is already built and the software is already written. The model also creates a feedback loop where usage data directly informs further software development without requiring additional hardware sales.
The $99 monthly plan also alters the risk profile for buyers who are unsure about the technology. A driver can test the system without committing to a large upfront purchase, which widens the pool of potential users beyond early adopters. At the same time, the recurring stream gives Tesla visibility into future cash flows that can be modeled against development and regulatory costs. Retention becomes the central variable because owners can cancel at any time if the supervised experience falls short of expectations.
If adoption scales, the model creates a margin layer that is less exposed to raw-material price swings or factory utilization rates. The open question is whether enough owners will keep the subscription active once the novelty wears off and the remaining limitations of supervised operation become familiar. That retention rate will determine whether the program becomes a durable profit center or a temporary bridge to full unsupervised capability. Over time the structure could shift Tesla's overall earnings mix toward services even before unsupervised deployment arrives.
Feedback welcome at @teslashortstime. |
