TSLA today $358.97 ▼ $6.47 (1.8%) |
| An Illinois congressman is urging NHTSA to investigate Tesla Autopilot and FSD after videos show drivers asleep. |
Top 12 News Items
- Teslarati loves Launch Series puddle lights on Model Y L — @Teslarati (X)
Teslarati posted about loving the Launch Series puddle lights on the Tesla Model Y L. The account suggests Tesla should add these to every car, even just the T logo since badging has been removed from models. The feature illuminates the ground beside the vehicle when approaching or exiting. Owners have expressed interest in seeing the lights become a standard offering across the lineup. The post highlights how the lights enhance the vehicle's premium feel at night. Source: x.com - Teslarati shares impressions of Model Y L steering and headliner — @Teslarati (X)
Teslarati noted that steering on the Model Y L feels more responsive than on their Model Y, with the wheel easier to turn and a sportier feel. They also said they would retrofit a black headliner into their own Model Y if possible. The steering change gives the larger vehicle a more agile character during daily driving. The headliner preference points to interior customization options that some owners are already considering. The impressions came from direct time spent with the Model Y L variant. Source: x.com - Tesla on FSD Supervised with Grok resembling Robotaxi — @Tesla (X)
Tesla posted that FSD Supervised with Grok is a lot like having your own Robotaxi. The comparison emphasizes how the combination of supervised autonomy and the in-car AI assistant creates a hands-off experience for the driver. Owners can interact with Grok for navigation, entertainment, and vehicle controls while the system handles the road. The post positions the current software stack as a preview of future unsupervised operation. It underscores Tesla's view that the integration already delivers meaningful convenience today. Source: x.com - Illinois congressman calls for Tesla Autopilot, FSD probe after videos show drivers asleep — The Cool Down
An Illinois congressman called for a probe into Tesla Autopilot and FSD after videos showed drivers asleep. The request targets NHTSA oversight of the systems. The videos in question depict multiple instances of drivers not paying attention while the vehicle operates under the supervised software. The congressman wants regulators to examine whether current driver-monitoring features are sufficient to prevent misuse. The call adds to ongoing scrutiny of how Tesla's assisted-driving technology is being used on public roads. Source: thecooldown.com - Tesla Cybercab Australia Tour: Sydney First Stop — zecar
Tesla's Cybercab tour begins in Sydney as the first stop in Australia. The vehicle is making appearances across multiple locations without operating on public roads. The tour showcases the two-seater autonomous design to local audiences and media. Organizers have confirmed the Cybercab will travel to additional cities but will remain off public roads during demonstrations. The events allow potential customers and regulators to view the vehicle up close ahead of any future regulatory approvals. Source: zecar.com - On-Grid Battery Energy Storage Systems Market to Hit USD 141.37 Billion by 2035 — TimesTech
The on-grid battery energy storage systems market is projected to reach USD 141.37 billion by 2035. Tesla Energy products form part of this expanding segment. Growth is driven by increasing renewable energy integration and grid-stabilization needs worldwide. Utility-scale projects using Megapack-style systems are expected to account for a significant share of the total. The forecast reflects rising demand for stationary storage that can pair with solar and wind generation. Source: timestech.in - Tesla considers Fort Bend County for solar manufacturing project — Community Impact
Tesla is evaluating Fort Bend County in Texas for a potential solar manufacturing facility. The project would expand the company's solar production footprint. Local officials have been in discussions with Tesla about the site selection and potential economic impact. The facility would complement existing solar panel and Solar Roof production elsewhere in the United States. No final decision or timeline has been announced yet. Source: communityimpact.com - This DC Fast Charger Beat Tesla In JD Power's Public EV Charging Study — SlashGear
A non-Tesla DC fast charger ranked highest in JD Power's public EV charging study. The result highlights competition in the open-access charging space. Tesla's Supercharger network still serves the majority of Tesla owners but now faces direct comparisons on reliability and user experience. The study evaluated multiple networks on factors including speed, uptime, and ease of payment. The top-ranked network's performance shows that other providers are closing the gap in customer satisfaction metrics. Source: slashgear.com - Tesla looks to expand into new Asian market, strengthening presence — Teslarati
Tesla is preparing to enter an additional Asian market to grow its regional operations. The move follows recent subsidiary setups in other Asian countries. Company filings indicate plans to establish local entities that can handle sales, service, and regulatory compliance. The expansion aims to capture growing demand for electric vehicles in markets that have not yet seen significant Tesla presence. Details on the specific country remain limited in public announcements. Source: teslarati.com - Man Summons His Tesla In The Parking Lot. The Move Backfires — motor1.com
A Tesla owner attempted to use Summon in a parking lot and the vehicle collided with another car. The incident prompted online warnings about relying on the feature. The owner had activated the Summon function from outside the vehicle, expecting it to navigate the space safely. Video of the event circulated widely and led to renewed discussion about the current limitations of the low-speed maneuvering system. Tesla has not commented publicly on the specific case. Source: motor1.com - Grok in Tesla EVs Will Gain More Functions, Including the Ability To Send Text Messages for You — autoevolution.com
Grok integration in Tesla vehicles will add the ability to send text messages on behalf of the driver. Additional functions are planned for the in-car assistant. The update builds on the existing voice interaction that already handles navigation, media, and climate controls. Tesla has indicated that more productivity-oriented features will roll out through software updates over the coming months. The changes aim to keep drivers focused on the road while the AI handles secondary tasks. Source: autoevolution.com - Tesla Opens Semi Charger Sales in Five European Markets — eletric-vehicles.com
Tesla began selling Semi chargers in five European countries. The chargers support the upcoming European Semi deployments. Fleet operators can now purchase the dedicated charging hardware ahead of vehicle deliveries scheduled for 2027. The move prepares the infrastructure needed for long-haul electric trucking across the region. Sales are currently limited to approved commercial customers rather than individual buyers. Source: eletric-vehicles.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.
- Slovenia to Change Law for Robotaxis - Deputy PM tested FSD
Slovenia's deputy prime minister said the country will update its laws to allow robotaxis after personally testing Tesla FSD. The change aims to prepare the regulatory framework for autonomous operations. The official experienced the supervised system on public roads and concluded that current technology is ready for broader deployment. Lawmakers are now working on specific rules that would permit unsupervised robotaxi services in the future. The announcement positions Slovenia as one of the earlier European countries to move on this issue. Source: eletric-vehicles.com - Hyundai plays catch-up as Tesla strengthens grip on Korea's EV market - The Korea Times
Hyundai is working to close the gap as Tesla increases its share of South Korea's electric vehicle sales. Tesla's models continue to outsell local competitors in the market. The company has maintained strong demand for the Model Y and Model 3 despite new entrants from domestic manufacturers. Hyundai has responded with updated models and pricing adjustments aimed at regaining ground. Market data shows Tesla's lead has widened over the past year in the premium EV segment. Source: koreatimes.co.kr - Tesla Adds Insurance Estimates to Order Page, Highlighting FSD Savings - Not A Tesla App
Tesla now shows insurance cost estimates on its vehicle order page. Buyers can adjust mileage and coverage options to see potential savings tied to FSD usage. The tool lets customers compare rates with and without the supervised autonomy package. Insurance partners have begun recognizing FSD as a factor that can lower premiums in select markets. The feature gives buyers a clearer picture of ongoing ownership costs before finalizing a purchase. Source: notateslaapp.com - BYD Takes On The Tesla Semi With Its Own 372-Mile Truck - InsideEVs
BYD unveiled the ETT 44 electric semi with a 651 kWh battery and megawatt charging capability. The truck is scheduled for European availability soon. The 372-mile range figure is based on real-world testing conditions rather than laboratory estimates. Megawatt charging support allows the vehicle to add substantial range in under an hour at compatible stations. The launch directly challenges Tesla's Semi in the European heavy-duty EV segment. Source: insideevs.com - Elon Musk’s companies made up with Apple but OpenAI still on the hook - Teslarati
X Corp and SpaceXAI dropped their antitrust lawsuit against Apple. OpenAI remains the sole defendant in the ongoing case. The settlement removes one defendant from the multi-company complaint that alleged anticompetitive behavior in the AI and app distribution markets. Legal proceedings against OpenAI are expected to continue on the original timeline. The move narrows the scope of the litigation while keeping pressure on the remaining party. Source: teslarati.com
Short Spot
California homeowner says Tesla solar output fell to a quarter, then repair case stalled: The Cool Down A California homeowner reported that Tesla solar panel output dropped to one-quarter of normal levels. The repair request has since stalled without resolution from the company. Tesla has not provided an updated timeline for addressing the issue. The customer has followed up multiple times through the service portal but has received only automated acknowledgments. The case illustrates ongoing challenges some solar owners face when system performance declines and warranty support is required. Source: thecooldown.com
Tesla First Principles
Regulators and manufacturers have long treated autonomous driving as a software problem first and a hardware problem second. Tesla's approach inverts that order by tying unsupervised capability to the next-generation inference chip rather than waiting for perfect code on existing silicon. This forces every regulatory approval conversation to include questions about when the new hardware will actually be in customer vehicles. The decision also affects how quickly the company can scale a service that relies on consistent performance across an entire fleet. Early regulatory filings already reference the hardware dependency, making the silicon timeline a public part of the approval process.
The practical result is a two-track timeline. Supervised FSD can keep improving on HW4 and earlier packs, yet the unsupervised version is now gated by both software validation and silicon availability. Rivals that rely on off-the-shelf chips avoid that second gate but accept whatever performance ceiling those chips impose. Tesla accepts the gate in exchange for tighter control over cost and power draw at scale. The trade-off becomes visible in how the company allocates engineering resources between software iteration and hardware qualification. Each quarter of delay on the new chip pushes the revenue model for unsupervised operation further into the future.
That choice shows up in the capital plan. Every additional year of supervised-only operation means more vehicles shipping without the final hardware, which in turn affects how quickly the company can book the higher-margin unsupervised service revenue it has modeled. The bet is that owning the silicon will eventually compress both the cost curve and the approval timeline more than buying chips from others would have allowed. Manufacturing yield on the new inference chip therefore becomes a direct input into the service gross margin forecast. Investors tracking the program now watch chip production milestones with the same attention once reserved for software version numbers.
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