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August 2, 2026

Tesla opened a sales and delivery site in Alabama on… · Tesla Shorts 🚀

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Tesla Shorts Time — Shorting Tesla? Time's Up.

Tesla Shorts Time

Shorting Tesla? Time's Up.

Ep 560 · Aug 2, 2026

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🎧 Today's episode
Episode 560 · Tesla opened a sales and delivery site in Alabama on tribal land to reach customers without changing state franchise rules.
2026-08-02
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TSLA today
$311.21 ▲ $2.36 (0.8%)
Tesla opened a sales and delivery site in Alabama on tribal land to reach customers without changing state franchise rules.

Top 12 News Items

  1. Teslarati receives Tesla FSD v14.3.7 and asks for testing ideas — @Teslarati (X)
    Teslarati posted that it has received version 14.3.7 and invited follower suggestions for specific test scenarios. The account has previously documented supervised FSD behavior in varied conditions. Listeners will watch for any patterns that emerge once the chosen tests are completed and shared. The version number places it in the latest supervised iteration that Tesla has been refining through incremental releases. Follow-up posts from the account often include video clips that highlight edge cases owners encounter in daily driving. Source: x.com
  2. Tesla Starts 2026 Summer Update Rollout in Taiwan — TSLAming (X)
    Taiwanese owners report the 2026.26.1 software version is now arriving and includes new Grok voice commands. The update marks the first regional deployment of the summer feature set. Next data point will be whether the same build reaches other markets in the coming weeks. Owners in Taiwan have shared early impressions of the Grok integration through voice prompts that handle navigation and media controls. The phased rollout allows Tesla to monitor server load and user feedback before wider distribution. Source: x.com
  3. FSD Supervised 7x Safer Than Average Driving — @Tesla (X)
    Tesla stated that supervised FSD keeps drivers seven times safer than the average U.S. driver at a daily cost of about $3.33. The claim is presented alongside a comparison to the average price of a cup of coffee. The post does not include the underlying data set or time period covered. Safety comparisons like this typically draw from aggregated fleet telemetry that Tesla collects across millions of miles. The pricing reference positions the feature as an accessible daily expense rather than a premium add-on. Source: x.com
  4. Tesla is building a giant solar factory, but has agreed to buy 'every single electron' from a Texas farm — The Cool Down
    Tesla committed to purchasing the full output of a Texas solar installation while constructing its own larger solar manufacturing site. The arrangement secures immediate renewable supply for operations during the factory build-out. The deal illustrates how Tesla’s energy procurement now directly supports its own manufacturing timeline. Securing every kilowatt-hour from the existing farm reduces reliance on grid power while the new facility ramps up. This approach aligns Tesla’s energy division with its vehicle and compute expansion plans in the same region. Source: Google News
  5. Model Y shot at supercharger. — r/teslamotors
    An owner reported that a Model Y parked at the Twin Falls, Idaho Supercharger was struck by gunfire, with visible damage to the windshield. The post notes uncertainty about whether anyone was inside the vehicle at the time. Owners discussed aftermarket options for quicker departure from charging sites. The incident highlights a rare but serious safety concern at public charging locations. Tesla has not issued a statement on additional security measures at the site. Source: reddit.com
  6. Model 3 and Model Y batteries keep about 80% capacity after 200,000 miles, Tesla data shows — The Cool Down
    Tesla’s fleet data indicate that Model 3 and Model Y battery packs retain roughly 80 percent capacity after 200,000 miles. The figures cover vehicles in varied climates and usage patterns. Continued tracking of these packs will show whether degradation rates remain linear beyond the current mileage threshold. The data comes from real-world vehicles rather than laboratory cycle testing. This retention level supports longer ownership periods before battery replacement becomes necessary. Source: Google News
  7. Tesla found Alabama's loophole. — r/teslamotors
    Tesla opened a sales and delivery location in Wetumpka, Alabama on tribal land at Wind Creek Wetumpka. The site allows direct sales inside a state that otherwise prohibits manufacturer-owned retail. The move follows years of unsuccessful attempts to change Alabama’s dealer franchise statutes. The location sits near the state capitol and gives Alabama residents a local option for taking delivery without traveling to Georgia or Tennessee. Tesla’s approach uses existing tribal land rules rather than waiting for legislative reform. Source: reddit.com
  8. Tesla Extends Cybertruck PCS Warranty to 8 Years, Will Reimburse Owners for Repairs — Not A Tesla App
    Tesla lengthened the Cybertruck power conversion system warranty to eight years and began reimbursing owners who previously paid for replacements. The change applies retroactively to earlier repairs. Owners will monitor whether similar extended coverage appears on other high-voltage components. The power conversion system handles critical electrical functions in the vehicle. Extending the warranty reduces out-of-pocket costs for early adopters who encountered issues. Source: notateslaapp.com
  9. Canada Invests $10.9M CAD in EV Chargers and Education — Not a Tesla App
    The Canadian government allocated 10.9 million CAD toward new public chargers and related workforce training programs. The funding targets both urban corridors and rural routes. Deployment timelines and site selection criteria will determine how quickly the new infrastructure becomes available to Tesla drivers. Training components aim to build local expertise for installation and maintenance. The investment adds to existing federal and provincial efforts to expand the charging network. Source: Google News
  10. This 84-year-old man drove a Tesla to the Arctic Ocean from California — setting a historic record — Yahoo Creators
    An 84-year-old driver completed a coast-to-coast journey in a Tesla from California to the Arctic Ocean. The trip set a new record for age on that specific route. The vehicle completed the drive using standard charging infrastructure along the way. The journey demonstrates the practical range and charging support available for long-distance travel in current Tesla models. No special modifications to the vehicle were reported. Source: Google News
  11. Indian Tata and Mahindra surpassed Tesla in the electric vehicle energy efficiency ranking — Українські Національні Новини (УНН)
    Tata and Mahindra vehicles ranked ahead of Tesla models in a recent energy-efficiency comparison of electric cars. The ranking measured watt-hours per kilometer across standardized test cycles. Tesla’s position in future iterations will depend on software and hardware updates that affect consumption. Efficiency rankings can shift with each new model year or software release. The result highlights competitive pressure in global markets where consumption metrics influence buyer decisions. Source: Google News
  12. The Roadster looks even better in person — r/teslamotors
    A visitor to the Petersen Automotive Museum described the Tesla Roadster on display as more striking in person than in photos or videos. The owner noted the vehicle’s sleek proportions and overall presence. The car remains a pre-production example shown for public viewing. Museum displays like this give potential buyers a tangible sense of the design before production begins. The Roadster continues to generate interest even years after its initial unveiling. Source: reddit.com

Tesla X Takeover

Tesla X Takeover - What's breaking in the Tesla world today! Here are the most interesting, fresh Tesla developments that have everyone talking.

  1. Flagship Wealth Advisors reduces Tesla stake - The firm sold 7,112 shares according to the latest filing.
    The transaction appears in routine 13F reporting and reflects a modest position adjustment rather than a full exit. Observers will note whether other advisors follow similar moves in the next reporting cycle. The sale size suggests it was part of normal portfolio rebalancing rather than a reaction to any single event. Institutional filings like this provide a window into how smaller advisory firms manage their Tesla exposure over time. Source: Google News
  2. SpaceX to release first public quarterly results since IPO - The company will report second-quarter numbers after market close on August 4.
    Management will host an audio webcast streamed on X with no dial-in option. The release marks the first time investors outside the company can review detailed financials post-IPO. The webcast format keeps the focus on the numbers rather than a traditional earnings call with analyst questions. This transparency step comes after SpaceX’s record IPO earlier in the year. Source: teslarati.com
  3. Starship captured on camera by its own Starlink satellites - SpaceX released new orbital footage taken by the satellites the vehicle had just deployed.
    The images provide an external view of Starship in space that was not previously available from ground-based tracking. The approach demonstrates how deployed hardware can serve as an impromptu observation network. The footage offers new angles on the vehicle’s performance during its mission. SpaceX has used similar self-documenting techniques in past flights to gather additional data. Source: teslarati.com
  4. Musk net worth declines sharply with Tesla and SpaceX valuation shifts - Reports place the drop at $684 billion.
    The change tracks recent movements in both companies’ private-market valuations. The figure illustrates how closely Musk’s personal wealth remains tied to the performance of the two firms. Large swings in net worth often coincide with funding rounds or valuation resets at private companies. The combined exposure means Tesla and SpaceX movements move in tandem for his holdings. Source: Google News
  5. BYD accelerates overseas sales with flash-charging push - The Chinese automaker reported rising export volumes supported by new fast-charging hardware.
    Growth is concentrated in markets outside China where charging infrastructure is expanding. The strategy positions BYD as a direct competitor to Tesla in regions that have historically favored other brands. Flash-charging technology aims to reduce dwell times at stations and improve the ownership experience. The overseas focus comes as domestic Chinese EV competition intensifies. Source: Google News

Short Spot

An owner reported gunfire damage to a Model Y parked at the Twin Falls, Idaho Supercharger, with visible marks on the windshield. The incident raises questions about security at high-traffic charging locations and prompted discussion of aftermarket solutions that would allow faster departure. Tesla has not commented on site-specific security upgrades. Owners in the thread noted that similar events remain rare but can leave drivers feeling exposed while the vehicle charges. The conversation turned to whether Tesla could enable quicker manual overrides or remote monitoring features in future updates. Source/Post: reddit.com


Tesla First Principles

Battery degradation data released this week shows Model 3 and Model Y packs holding roughly 80 percent capacity after 200,000 miles across mixed climates and duty cycles. That figure undercuts the common assumption that lithium-ion packs in high-volume vehicles will lose usable range at a pace that forces early replacement. Instead, the observed curve suggests owners can keep the same battery through the typical ownership window without capacity becoming the limiting factor. The retention holds even when vehicles operate in regions with temperature extremes that usually accelerate wear.

The same data set also reveals that degradation does not accelerate sharply after the first 100,000 miles, which changes the economic case for second-life battery applications. If packs remain above 70 percent at 300,000 miles, utilities and fleet operators gain a larger pool of lower-cost storage units than previously modeled. Tesla’s own energy business therefore benefits from the same chemistry improvements that support vehicle longevity. This overlap between automotive and stationary storage creates a natural hedge against raw material price swings.

For the vehicle side, slower degradation reduces pressure on replacement-battery pricing and service-center throughput. It also supports higher residual values in the used market, which in turn lowers the effective cost of ownership for buyers who plan to keep cars longer than the average three-to-five-year cycle. The next useful benchmark will be whether the same retention rate holds once more vehicles cross the 250,000-mile mark. Continued fleet monitoring will clarify whether software optimizations or cell chemistry tweaks can push that threshold even further.


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Issue #560 · Tesla Shorts Time · Aug 2, 2026
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