TSLA today $354.08 ▼ $22.29 (5.9%) |
| Tesla's third-generation Megapack production start at Giga Texas adds 50 GWh of annual utility-scale storage capacity. |
Top 12 News Items
- Tesla driver shares most common FSD interventions and desire for fix: @Teslarati (X)
A driver reported that the vast majority of interventions occur during routine driving, with occasional Nav adjustments and parking issues requiring wheel contact. The driver noted never touching the wheel outside those cases and expressed a desire for a specific fix. The post highlighted that these interventions represent the primary points of manual override in otherwise hands-free operation. Source: x.com - FSD struggles with bumps and slopes in Tesla, driver takes over: @Teslarati (X)
The driver described prior struggles with FSD on large bumps or sudden slope changes. Switching to Sloth mode too late forced a manual takeover on a bump that could not be taken safely at 35 MPH. The account emphasized that the slope change created a situation where the vehicle speed remained too high for the terrain. Source: x.com - Common reaction after Tesla Model Y demo drives: @Teslarati (X)
Non-believers often shift their view after a demo drive and begin wondering why they previously disliked a car they knew little about. The observation points to a pattern where direct experience overrides prior assumptions about the vehicle. Source: x.com - Tesla Offers Cash Incentives for Model 3 and Model Y in China: GuruFocus
Tesla introduced cash incentives on Model 3 and Model Y vehicles sold in China. The move targets inventory clearance during a period of softening local demand. Source: gurufocus.com - Tesla has begun production of its third-generation utility-scale batte: news.metal.com
Production of the third-generation utility-scale battery began at the Texas Gigafactory. The facility targets 50 GWh of annual capacity. This marks the first output from the new Megapack generation designed for larger grid installations. Source: news.metal.com - Tesla Cybercab First Week Passenger Operation: First Group of Real User Experiences & Honest Reviews: 36 Kr
Real user experiences and honest reviews from the first week of Cybercab passenger operations were collected and published. The report aggregates feedback from early riders in Austin following the start of limited service. Source: eu.36kr.com - Cybercab in Vegas: r/teslamotors
A Cybercab sighting was submitted from Las Vegas. The post includes photos of the vehicle in an urban setting outside the initial Austin test area. Source: reddit.com - Tesla China Launches Limited-Time Promotion, Slashes Model Y Inventory Prices by 10,000 Yuan: finance.biggo.com
Tesla China launched a limited-time promotion that cuts Model Y inventory prices by 10,000 Yuan. The discount applies to existing stock as part of quarter-end clearance efforts. Source: finance.biggo.com - China’s EV makers see synergy in their race to beat Tesla in humanoid robotics: South China Morning Post
Chinese EV makers are pursuing synergy between their vehicle programs and efforts to develop affordable humanoid robots aimed at consumers. The strategy leverages shared motion control and perception systems already refined for passenger cars. Source: amp.scmp.com - Tesla launches quarter-end inventory offers in China as local deliveries decline: CnEVPost
Tesla introduced quarter-end inventory offers in China amid declining local deliveries. The promotions focus on Model Y units to move stock before the end of the reporting period. Source: cnevpost.com - Tesla has built over 1,200 Supercharger stations in China: Teslarati
Tesla has now built more than 1,200 Supercharger stations across China. The network expansion supports both Tesla vehicles and the growing open-access charging program. Source: teslarati.com - Tesla crosses major Unsupervised Self-Driving milestone: Teslarati
Tesla reached a major milestone in unsupervised self-driving development. The achievement reflects continued progress in the v14 series of Full Self-Driving software. Source: teslarati.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.
- Tesla Robotaxi UI and Feature Improvement Suggestions - Owners listed desired changes after early rides.
Map manipulation and camera view access were requested to match standard Tesla controls. Seat adjustment sliders, phone casting, and emergency override options were also flagged, along with armrest and window behavior. Source: x.com - Tesla Cybercab hardware lead and daily earnings potential - Cheap hardware provides an initial advantage that paid utilization can extend.
Faster turnarounds, efficient charging, and expanded use cases were cited as ways to increase daily earnings per unit. Source: x.com - Robotaxi hype is real and strong - Community discussion highlighted sustained excitement around the Robotaxi program. Source: x.com
- Roadster in the wild! - A rare Roadster was spotted in a random school parking lot.
The license plate drew additional attention from observers. Source: reddit.com - Cybercab is basically a super comfortable lounge on wheels with a great TV and epic sound - Early riders described the interior as a lounge-like space.
The large screen and audio system were highlighted as standout features during rides. Source: reddit.com
Short Spot
Man Drives Tesla. Then He Gets A Letter Demanding $500 Because He Doesn’t Pay Gas Tax: ‘INSANE’: Motor1.com A Tesla owner in Pennsylvania received a $500 demand for unpaid gas tax despite driving an electric vehicle. The notice highlights ongoing state-level efforts to impose equivalent road-use fees on EVs. Tesla owners in affected states face similar letters as legislatures seek to replace declining fuel-tax revenue. Source: motor1.com
Tesla First Principles
Chinese EV makers are now linking their vehicle platforms directly to humanoid robot development, treating both as extensions of the same motion-control and perception stack. This approach compresses the learning curve because sensor fusion, path planning, and actuator tuning developed for cars transfer to bipedal systems with minimal re-architecture. The result is lower per-unit R&D cost for the robot program and faster iteration on balance and manipulation tasks that pure robotics startups must solve from scratch.
Tesla’s separation of vehicle autonomy from Optimus keeps each program on independent hardware timelines. Vehicle inference runs on HW4 or future AI5 silicon optimized for highway and urban scenes, while Optimus relies on different joint-level controllers and training data focused on manipulation. The split avoids forcing a single silicon design to serve both use cases, yet it also prevents the cross-subsidy that Chinese competitors appear to be capturing by sharing compute and software teams across car and robot lines.
Over time the cost advantage may shift from the robot itself to the data flywheel that trains it. A company that already operates millions of vehicles collecting edge-case footage can label and replay those scenes for humanoid policy training at marginal cost. Rivals without that fleet must either simulate more aggressively or pay for equivalent real-world miles, raising the capital intensity of catching up even if their initial hardware reaches similar unit economics.
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