TSLA today $342.27 ▲ $2.31 (0.7%) |
| Tesla's 124-stall San Francisco Supercharger site will test whether open-access sites can maintain uptime while serving mixed fleets. |
Top 12 News Items
- Tesla tops WSJ 'Most American-Made Car' list again with Model 3 and Y: @Teslarati (X)
Tesla's Model 3 and Model Y took the top two spots on the Wall Street Journal's annual ranking. The result continues a pattern of Tesla vehicles leading the list in prior years. Manufacturing location data and parts sourcing percentages determine the ranking. The outcome highlights Tesla's domestic content levels relative to traditional Detroit automakers. Elon commented on the WSJ article that claims GM and Ford are fighting for the Most American-Made Car. Tesla has won this award countless times, including this year. Source: x.com - Tesla FSD Quietly Taking Over San Francisco Roads: TSLAming (X)
Owners in San Francisco report FSD now handling roughly 95 percent of daily mileage on local roads. One Uber driver saw a remote safety score rise from 70 to 98 percent after switching to FSD. Camera-based cabin monitoring allows drivers to look away from the road more naturally. Community members note the system stops for pedestrians the driver had missed. SF-based Uber driver Rohullah Hashimi estimates the software now controls about 95 percent of daily mileage. Local club president Joe Jefferson pointed out that this update finally gives drivers the freedom to look at their passengers. Dan F. argued that the sooner there are fewer humans driving the better. Harriet H. called the software 1000 percent safer. Prodan S. declared that because the system protects everyone on the road it is morally wrong not to accelerate deployment. The software offers highly customizable AI ranging from the laid-back Chill mode to the assertive Mad Max setting. Source: x.com - Tesla highlights safety engineering after Model 3 crash in China: @Tesla (X)
Tesla posted that its vehicles are engineered to be the safest on the road. The statement followed a Model 3 incident reported in China. The company has emphasized structural design and sensor placement in prior safety discussions. No additional details on the specific crash were included in the post. Source: x.com - This Tesla Model Y Lost 9% In One Year. Its Owner Isn’t Worried: InsideEVs
After 25,000 miles the battery health sits at an estimated 91 percent. The vehicle still delivers about 300 miles of range on a charge. The owner views the degradation rate as acceptable for daily use. Real-world capacity retention remains the key metric for long-term owners. Source: insideevs.com - Tesla planning massive 124-stall Supercharger in San Francisco: driveteslacanada.ca
Tesla filed plans for a 124-stall site in the city. The scale would rank among the largest urban Supercharger locations. Open access for non-Tesla vehicles is expected at the new station. Site permitting and construction timelines remain the next visible steps. Source: Google News - Tesla's new supercharger station in Mallow can be accessed by all e-cars: echo live
The newly opened station in Mallow, Ireland, accepts vehicles from any manufacturer. Tesla has continued expanding open-access locations across Europe. Utilization data from similar sites will determine whether the policy increases revenue per stall. Local EV drivers gain additional fast-charging options without adapters. Source: Google News - Tesla Roadster Levitation Demo, 9-Year Delay: 조선일보
Reports indicate the planned levitation demonstration for the next-generation Roadster remains years behind earlier targets. The original timeline projected a reveal closer to 2017. Updated details on the thruster system and production window have not been released. Investors continue to watch for any revised schedule. Source: Google News - Elon Musk's Tesla Is Ending Sweden's Longest Strike by Buying Out Every Worker Still on It: AOL.com
Tesla has offered buyouts to the remaining workers involved in the extended labor action. The strike has lasted longer than previous disputes at the company. The move aims to resolve the outstanding employment issues. No timeline for full resolution was provided in the report. Source: Google News - Critics Slam Tesla's Gamification Of FSD As Driver Hits 25,000-Mile Streak: InsideEVs
A driver reached a 25,000-mile streak using FSD supervised. Some observers argue the milestone format encourages over-reliance on the system. Tesla has not commented on the specific criticism. The streak highlights continued owner engagement with the software. Source: Google News - I drove Tesla FSD, Rivian Autonomy+ ‘hands-free’ driving systems. Here’s how they compare: CNBC
Rivian's system adds extra safety guardrails compared with Tesla's hands-free approach. The review covered city-street performance on both platforms. Tesla's version currently allows more driver freedom in monitoring. Differences in intervention frequency and driver attention prompts were noted. Source: cnbc.com - UK’s biggest EV battery gigafactory shelves expansion as Jaguar Land Rover talks stall: The Guardian
The plant paused plans to increase capacity after discussions with Jaguar Land Rover ended. The facility had been positioned as a major supplier for UK-built EVs. Construction of the initial phase continues. Future volume targets now depend on securing new customer commitments. Source: Google News - Early Tesla Investor Steve Jurvetson Bets on SpaceX Alumni to Solve AI’s Power Problem: Yahoo Finance
Jurvetson backed a startup founded by former SpaceX engineers targeting data-center power constraints. The investment focuses on infrastructure needed for large AI training clusters. Tesla's own Dojo and Cortex efforts face similar power and cooling limits. The move highlights industry-wide attention on energy delivery for compute growth. Source: Google News
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.
- Biggest Public Concern About AI: @Teslarati (X)
Teslarati highlighted what it sees as the leading public worry when people are asked about AI. The post frames the concern as the dominant sentiment in casual conversations. No specific survey data was attached to the observation. The angle points to perception gaps between developers and everyday users. Source: x.com - FSD as Biggest Near-Term Tesla Re-Evaluation Trigger: TSLAming (X)
The account argues FSD progress will drive the next major shift in how investors value Tesla. Near-term software updates and regulatory feedback are cited as the key variables. The view positions autonomy milestones ahead of vehicle volume or energy growth in the short term. Source: x.com - Is Tesla a Buy in 2026? Why AI and Robotaxis Now Define TSLA’s $1.5T Valuation: TradingKey
The analysis ties Tesla's current market value directly to expectations for robotaxi deployment and AI capabilities. Vehicle margins and energy revenue receive less weight in the valuation model. The piece examines how autonomy unit economics could support the existing capitalization. Source: Google News - Tesla to be worth around US$8tril after Optimus robots launch, says Errol Musk: freemalaysiatoday.com
Errol Musk stated that Optimus volume production could push Tesla's valuation near eight trillion dollars. The comment links humanoid robot output directly to long-term company size. No production volume or timeline details were provided alongside the projection. Source: Google News - The Tesla That’s Easier To Live With Than You’d Expect: topspeed.com
The review focuses on day-to-day ownership aspects that owners report as simpler than anticipated. Practical features and software updates receive attention in the assessment. The piece contrasts initial expectations with accumulated real-world experience. Source: Google News
Short Spot
Elon Musk Said Tesla Short Sellers Would Be ‘Obliterated’ Even Bill Gates — Yet They’ve Made $9 Billion This Year Shorting the Stock: barchart.com Short sellers have collected roughly nine billion dollars in gains on Tesla positions this year despite earlier predictions of their elimination. The contrast shows the trade remains active even after multiple quarters of mixed results. Position sizing and timing have allowed the group to stay profitable on the short side. Tesla's volatility continues to support both long and short strategies. The outcome underscores how market swings can sustain opposing bets even when public forecasts point in one direction. Source/Post: Google News
Tesla First Principles
Battery degradation data from daily-driven Model Y vehicles shows that a 9 percent capacity loss after 25,000 miles still leaves usable range near 300 miles. This outcome sits between marketing claims of minimal fade and older concerns that lithium-ion packs would drop below 80 percent within the first two years. The measured result suggests owners can plan around gradual, predictable loss rather than sudden failure. Real-world testing under mixed driving conditions provides a clearer picture than accelerated lab cycles alone.
The same data set also reveals that real-world discharge patterns and thermal management matter more than calendar aging alone. Vehicles that spend most miles on highway routes with steady state-of-charge windows retain more capacity than those subjected to frequent short trips and rapid charging. Tesla's thermal architecture appears to limit the worst-case scenarios that appeared in earlier pack generations. Owners tracking these variables can adjust charging habits to extend pack life without relying on software interventions.
For buyers weighing used inventory or long-term ownership costs, the 91 percent retention figure translates into a narrower gap between advertised range and daily usability. Residual values and insurance calculations will eventually incorporate these observed curves rather than worst-case lab projections. The practical question shifts from whether the battery will last to how much margin remains after five or six years of typical commuting. Fleet operators evaluating total cost of ownership now have concrete benchmarks that tie directly to operating margins on high-mileage routes.
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