TSLA today $358.08 ▲ $1.50 (0.4%) |
| Tesla posted record deliveries in Q2 alongside a drop in auto margins to 16.3 percent, showing how volume gains are testing profitability. |
Top 12 News Items
- Tesla Q2FY26 Results: Auto margins dip to 16.3%, record deliveries — scanx.trade
Tesla reported record deliveries for the quarter. Auto margins came in at 16.3 percent. The results reflect ongoing pressure on vehicle profitability. The scanx.trade analysis breaks down the Q2FY26 performance metrics in detail. Record deliveries show volume strength in Tesla's vehicle business. Margin dip to 16.3 percent points to pricing and cost dynamics in the auto segment. Source: scanx.trade - Full Transcript: Tesla Q2 2026 Earnings Call — Benzinga
The full earnings call transcript is now available. It covers financial performance and forward plans. Investors can review executive commentary on margins and growth. Benzinga published the complete transcript from the Q2 2026 earnings call. The document includes detailed discussions on Tesla's business segments. Readers can access the full executive Q&A on key topics. Source: benzinga.com - Baron-Elon discussion signals seriousness on timing — TSLAming (X)
Ron Baron held a discussion with Elon Musk on a potential deal. The exchange indicates both sides are treating the matter seriously. Timing is now the central question. The TSLAming post highlights the implications of that conversation. Baron and Musk addressed reasons for and against the transaction. The focus has shifted from possibility to schedule. Source: x.com - Morgan Stanley Significantly Boosts Tesla Semi Valuation: Robotruck Software Subscription Unlocks $100B+ Market Potential — 36 Kr
Morgan Stanley raised its valuation for the Tesla Semi. The upgrade cites software subscription revenue from robotrucks. The analysis points to more than $100 billion in potential market value. The 36 Kr report details the revised outlook for the commercial vehicle program. Robotruck software subscriptions form the core of the upgraded thesis. The valuation increase reflects expanded revenue projections beyond hardware sales. Source: eu.36kr.com - Tesla Cybercab robotaxi following Cybertruck to Australia — CarExpert
The Cybercab is set to follow the Cybertruck into the Australian market. Tesla has already begun regulatory and infrastructure steps for the Cybertruck there. The move expands the robotaxi program beyond North America. The CarExpert article tracks the sequence of market entries. Regulatory groundwork laid for the Cybertruck now supports Cybercab planning. The pattern shows Tesla extending its vehicle lineup into new regions. Source: carexpert.com.au - The Competition's Response to Tesla Robotaxi Day — The Motley Fool
Rivals are outlining their own robotaxi plans after Tesla's event. The article tracks statements from multiple competitors. It compares timelines and technology approaches across the sector. The Motley Fool piece examines how other companies are positioning their autonomous offerings. Each rival's public comments receive direct comparison. The overview covers both hardware and service model differences. Source: fool.com - Musk and Colossus: Inside the 1.29 Gigawatt Machine in Memphis — livetradingnews.com
The Colossus supercomputer in Memphis draws 1.29 gigawatts. Elon Musk has discussed its role in AI training. The facility supports large-scale model development for Tesla programs. The livetradingnews.com report describes the power scale of the installation. Musk's comments frame the machine as central to ongoing AI work. The Memphis site operates at a power level comparable to a small generating station. Source: livetradingnews.com - Tesla Megapacks Now Deployed in 65+ Countries Across 6 Continents — BASENOR - Tesla Accessories
Megapacks are now operating in more than 65 countries. Deployments span six continents. The expansion shows growth in utility-scale energy storage outside core markets. The BASENOR report documents the geographic reach of the Megapack fleet. Installations cover every major landmass except Antarctica. The count reflects continued additions in both established and emerging regions. Source: basenor.com - Tesla Grok Reminders: What They Are and How They Work — Not A Tesla App
Tesla introduced location-based Grok reminders earlier this spring. The feature ties automated alerts to physical destinations. Drivers can set reminders that activate at specific places. The Not A Tesla App article explains the setup process and available options. Reminders appear when the vehicle reaches a chosen location. The function integrates with the existing infotainment system. Source: notateslaapp.com - Cybercab Sighting (plural!!) — r/teslamotors
Multiple Cybercabs were spotted in Devon, Pennsylvania. A Tesla dealer representative said the vehicles were training in the Philadelphia area. The activity points to preparation for future deployment. The Reddit thread includes photos and location details from the sighting. The dealer comment frames the presence as part of training exercises. More than thirty units appeared together during the observation. Source: reddit.com - Introducing the Drive Tesla Canadian Inventory Tracker — driveteslacanada.ca
A new inventory tracker for Canadian Tesla vehicles launched. The tool helps buyers monitor stock levels across the country. It provides real-time data on available models and configurations. The driveteslacanada.ca announcement describes the tracker’s main functions. Users can filter by model, color, and location. The service aims to improve visibility into current Canadian stock. Source: driveteslacanada.ca - China's Humanoid Robots Are Walking Off The Assembly Line On Their Own — SlashGear
Chinese humanoid robots are now walking off assembly lines without assistance. The development comes from XPeng. It highlights progress in autonomous movement for next-generation robots. The SlashGear report covers the video evidence released by the company. XPeng’s units demonstrate independent navigation from the production line. The milestone marks a step in humanoid robot capability. Source: slashgear.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.
- Regulation as the only hurdle - TSLAming notes that regulation remains the sole remaining barrier for upcoming Tesla programs.
The post highlights ongoing regulatory reviews as the key gate. No other technical or production obstacles are mentioned. The focus shifts entirely to approval timelines. TSLAming frames the regulatory process as the final constraint. The account points to recent filings and reviews as evidence. Source: x.com - Tesla Cybercab spotlight in Shanghai - The Cybercab is on display at HKRI Taikoo Hui in Shanghai through September 21.
The exhibit runs in the North Atrium on LG1. It marks continued public visibility efforts in China. The event draws attention to the robotaxi design in a major market. TSLAming shared images and dates for the Shanghai showing. The display occupies a prominent retail location in the city. Source: x.com - Tesla Roadster is finally coming - will it fly? - ArenaEV examines the long-delayed Roadster return.
The piece reviews announced specifications and expected performance claims. It compares the new model against the original Roadster. Production timing remains the open variable. ArenaEV outlines the technical differences between generations. The article questions how the updated design will perform in real conditions. Source: arenaev.com - A Dad Asks a Tesla Model Y Group About Driving-Lesson Damage and Gets a $30,000 Guess - Torque News reports on an owner forum exchange.
A Model Y owner sought repair cost estimates after a driving lesson incident. Community responses reached as high as $30,000. The thread shows how owners assess body and sensor damage. Torque News captured the range of estimates offered in the discussion. The post illustrates typical owner concerns around repair pricing. Source: torquenews.com - AI scales with energy - A Reddit discussion links AI training demands directly to power availability.
The post notes that larger models require proportional increases in electricity supply. It references Tesla's compute projects as an example. Energy access is framed as the binding constraint. The r/teslamotors thread connects model size growth to grid limitations. Participants cite recent facility announcements to support the point. Source: reddit.com
Short Spot
South Florida homeowner gets $59,000 solar quote, and commenters say Tesla drives the cost: Yahoo A Florida homeowner received a $59,000 quote for a solar installation. Commenters attributed part of the high cost to Tesla's pricing and service model. The discussion shows how Tesla's approach influences broader solar quotes in the region. The Yahoo article captures the homeowner's experience and the ensuing forum reactions. Multiple users pointed to Tesla's component and labor rates as a benchmark. The thread reveals how one company's pricing can shape expectations across local installers. Source: shopping.yahoo.com
Tesla First Principles
Energy availability sets the practical limit on AI scaling long before chip counts or algorithm tweaks become the bottleneck. Tesla's Colossus installation in Memphis draws 1.29 gigawatts, a figure that already matches the output of a small power plant and illustrates how quickly training clusters outgrow conventional grid connections. When power delivery itself requires new substations or dedicated generation, the cost and timeline of each additional watt shift from a footnote to the central constraint on model size and iteration speed. The same pattern appears in Optimus development, where training throughput depends on sustained access to large, reliable power blocks rather than incremental silicon improvements alone.
Traditional data-center planning treats electricity as a commodity that can be purchased in bulk once the site is chosen. Tesla's approach folds energy infrastructure into the same vertical stack that includes custom silicon and software, which changes the trade-off between speed of deployment and long-term operating cost. Rivals that rely on third-party power contracts face different risks around rate volatility and interconnection queues, while Tesla can align generation or storage additions with its own hardware rollout. This integration also affects Megapack and Powerwall economics, because excess generation capacity built for AI can feed back into energy storage products during lower compute demand periods.
The business consequence appears in gross margins on AI services and in the capital intensity of each new training run. If energy infrastructure must be built or contracted in parallel with silicon, the per-token cost curve flattens unless utilization stays high enough to amortize the fixed power assets. That dynamic favors operators who can both generate and consume the electricity inside a single economic boundary rather than those who treat power as an external input. Over time the advantage compounds when the same energy assets support multiple programs, from FSD training runs to Optimus fleet simulation and even grid services revenue from colocated storage.
The pattern extends beyond training clusters into inference hardware and vehicle platforms. Each new HW5 or AI5 deployment multiplies the energy draw per vehicle, turning what once looked like a software scaling problem into a distributed power planning exercise. Companies that treat energy as a separate workstream will continue to encounter delays that Tesla's integrated model can sidestep by design.
Feedback welcome at @teslashortstime. |
