TSLA today $365.44 ▲ $1.88 (0.5%) |
| Tesla is preparing to showcase its dedicated Semi factory on September 24 after years of pilot production. |
Top 12 News Items
- Tesla FSD Drives Teslarati Editor to Flight 93 Memorial for 25th Anniversary — @Teslarati (X)
Tesla FSD drove the editor 2.5 hours to the Flight 93 Memorial. The trip allowed time on site for the 25th anniversary honoring the 40 heroes aboard the flight. The editor posted about the experience on X with photos from the memorial grounds. The journey highlighted the supervised FSD system's ability to handle a long highway route without intervention. No other details on route conditions or interventions were shared in the post. Source: x.com - Tesla Semi differences for Europe explained — TSLAming (X)
The European Semi will launch in 2027 with camera mirrors, different lighting, and a 550 km range. It carries a 40-tonne combined weight limit and charges at 800 kW, recovering up to 60 percent of range in 30 minutes. The tractor weighs 9.1 tonnes. Europe receives one announced version rather than the U.S. Standard and Long Range split. The changes balance battery weight against mandatory driver break times that allow recharging instead of carrying larger packs. Source: x.com - Tesla Model 3 production at full blast in Shanghai — TSLAming (X)
The Model 3 production line at Gigafactory Shanghai is running at full capacity. Wait times for Long Range and Performance trims in China have moved to 6 to 8 weeks. The new 176 kW TL2 front motor upgrade is now rolling onto the line. Supply chain reports confirm the motor change is active in current builds. No timeline was given for when the upgrade reaches other markets. Source: x.com - Tesla Semi for Europe offers decent range and excellent payload — electrive.com
Tesla has published official regional web portals and technical specs for the European Semi. The truck targets a 2027 launch with market-specific adaptations for regulations and route profiles. The 550 km range version reflects European axle weight rules and typical daily distances. Payload remains competitive despite the lower range figure compared with the U.S. Long Range model. No pricing or order book details were released with the specs. Source: electrive.com - Tesla Builds Largest Grid Battery in the U.S. for xAI — ababnews.com
Tesla is building the largest grid battery in the United States at xAI’s Memphis site. The project pairs Tesla Energy storage with the AI compute campus. No capacity figure or completion date was disclosed in the announcement. The installation supports continuous power needs for large-scale AI training clusters. Tesla Energy has not confirmed whether additional similar projects are under contract. Source: ababnews.com - Tesla Electric Puts Two Powerwalls on a $35 Monthly Lease in Texas — TeslaNorth.com
Tesla Electric is offering two Powerwalls on a $35 monthly lease in Texas. The program targets residential customers seeking storage without large upfront costs. No contract length or buyout terms were listed in the initial announcement. The lease covers equipment and basic installation. Availability is currently limited to the Texas market. Source: teslanorth.com - Tesla (TSLA)’s China Growth Streak Hits Double Digits, But Barely — Yahoo Finance
Tesla’s China growth streak reached double digits for the latest period. The pace remains modest compared with prior years. No specific delivery or production numbers were attached to the report. The streak follows several quarters of slower growth in the market. Analysts have not yet updated forecasts based on the new figure. Source: finance.yahoo.com - Tesla VP Talks About What's Coming in FSD V15 — Not A Tesla App
Ashok Elluswamy shared details on the next major neural network upgrade expected later this year or early next year. The update focuses on further improvements to the supervised FSD stack. No specific capability additions or timeline milestones were released in the comments. The version follows the v14 series now in testing. Elluswamy did not address regulatory approval paths for unsupervised operation. Source: notateslaapp.com - Tesla Gains as Semi Opens a $17 Billion Software Door — Yahoo Finance
The Semi program is positioned to unlock software revenue opportunities estimated at $17 billion. The commercial truck creates a new recurring revenue stream beyond vehicle sales. No breakdown of the software services or pricing model was provided. The figure assumes fleet operators adopt over-the-air updates and route optimization tools. Tesla has not confirmed when software monetization would begin relative to vehicle deliveries. Source: finance.yahoo.com - Tesla Oasis Supercharger serves 6,038 drivers on Labor Day weekend — driveteslacanada.ca
The Oasis Supercharger location handled 6,038 charging sessions over the Labor Day weekend. The site demonstrated high utilization during peak travel periods. No average session length or energy delivered figures were released. The location serves both Tesla and non-Tesla vehicles under the open-access policy. Peak-day data was not broken out separately from the full weekend total. Source: driveteslacanada.ca - Tesla Starts Sending Invites for Semi Event on September 24 — Not A Tesla App
Tesla has begun sending invites for an event on September 24 focused on the dedicated commercial truck factory. The gathering follows years of pilot runs and gradual manufacturing ramp. No agenda or speaker list has been published yet. The event is expected to cover production scaling plans. Invites are being sent to media and select fleet customers. Source: notateslaapp.com - Tesla demos robotaxi in Japan — AzerNews
Tesla conducted a robotaxi demonstration in Japan. The event marks the first public showing of the vehicle in that market. No details on route, supervision level, or regulatory discussions were released. The demonstration follows similar showings in other regions earlier this year. Tesla has not announced a timeline for commercial operations in Japan. Source: azernews.az
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.
- Cybercabs spotted near home Supercharger in Sammamish, WA - Two Cybercabs were parked near a Tesla Supercharger close to a resident’s home. The vehicles looked noticeably different from a Model Y, with a Model X parked nearby for scale comparison. The owner who posted the sighting noted the distinct body shape and window layout. No interaction with the vehicles or drivers was reported. Source: reddit.com
- First Cybercab rides compared with Uber and Waymo - An owner took three Cybercab rides and two Uber trips in one evening. The Cybercab offered better cabin comfort and entertainment, though routing sometimes added significant detours and the lack of rear speakers was noted as a drawback. The rider compared the experience directly with Waymo on the same routes. No safety incidents occurred during the rides. Source: reddit.com
- Cybercab seen driving on the 192 in Kissimmee, Florida - A Cybercab was observed on the 192 near Disney World on September 10. The vehicle had a yoke steering wheel during the sighting. The poster did not confirm whether a safety driver was present. The location is a high-traffic tourist corridor. Source: reddit.com
- Cybercab spotted on Cross Island Expressway in Queens, New York - A Cybercab was seen on the Cross Island Expressway with a driver behind the wheel. The sighting occurred in the New York area during evening hours. The poster noted the vehicle was moving in regular traffic. No further details on route or destination were shared. Source: reddit.com
- Cybercab at QuikTrip in White Settlement, DFW area - A Cybercab was parked at a QuikTrip gas station in the Dallas-Fort Worth area. The person inside smiled and declined to confirm details when asked about being a safety driver. The poster took photos before leaving the location. The vehicle appeared to be in active mapping mode. Source: reddit.com
Short Spot
Lawmaker Demand Feds Take Action After 43 Tesla Drivers Filmed Asleep At The Wheel: InsideEVs One congressman is calling on NHTSA to investigate continued misuse of Tesla’s Full Self-Driving software after video evidence showed 43 drivers asleep at the wheel. The request highlights ongoing concerns about driver engagement and system safeguards. Tesla has not yet issued a public response to the specific demand. The videos were compiled and shared publicly before the lawmaker’s letter. No timeline for NHTSA action was provided in the coverage. Source: insideevs.com
Tesla First Principles
Utility-scale battery projects tied directly to AI training campuses introduce a new demand pattern that differs from traditional grid balancing or renewable smoothing. The Memphis installation for xAI shows storage sized to match continuous high-draw compute loads rather than daily solar or wind cycles. This changes the utilization math because the battery must support steady draw instead of short peak-shaving events.
The economics shift when the customer is an internal or affiliated compute operator rather than a utility under rate-base rules. Capital recovery can occur through avoided grid charges or through internal transfer pricing that does not require public rate cases. Tesla Energy gains a pathway to larger average project sizes and potentially higher attach rates for software controls that optimize around training schedules.
Over multiple sites the pattern could accelerate factory output targets for Megapack lines while also exposing the business to concentration risk if a few large AI customers dominate the backlog. Supply chain planning must now account for both the steady utility pipeline and these lumpy, high-velocity compute-driven orders. The result is a more diversified but less predictable demand curve for the energy storage segment.
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