TSLA today $378.90 ▼ $0.24 (0.1%) |
| Tesla owners in the US and Australia can now expand their Powerwall 2 systems with the newer Powerwall 3 model. |
Top 12 News Items
- Grok Bot now available in Tesla for hands-free tasks: Teslarati
| Teslarati reports that Grok Bot is now available in Tesla vehicles after early access testing. Users have used it to place pickup orders and manage groceries. It also handles finances outside the car. The feature rolled out today. Early access users thanked the engineers for the capability. The tool integrates across daily tasks both in and out of the vehicle. |
- Grok in Tesla Now Handles Tasks with Connectors: Tesla
Tesla announced that Grok in vehicles can now manage inboxes, calendars, and files hands-free through Connectors. Users connect services via the Grok app by tapping the plus icon and signing in. Once linked, Grok accesses them automatically during drives. The system supports multiple service types for hands-free operation. Tesla highlighted the ability to talk through existing files and tasks. - Tesla Optimus Gen 3 Verified in Android App APK: TSLAming
TSLAming verified three image files labeled robot_closeup_gen3.png, robot_home_full_body_gen3.png, and robot_home_inactive_gen3.png inside Tesla's Android app version 4.60.5-4573. The assets confirm internal Gen 3 labeling though the design may change before production. The files were found in the signed asset package. This verification came from independent inspection of the app build. - Tesla Hits 100,000 Vehicles on the Road in Denmark: BASENOR
BASENOR reports Tesla has reached one hundred thousand vehicles registered and on the road in Denmark. The milestone reflects steady European adoption outside the largest markets. Registration data shows consistent growth in the country. The figure marks a notable threshold for Tesla in the region. - The Tesla Semi Had This Reviewer Skeptical. Now He Thinks It’s A Game Changer: InsideEVs
InsideEVs notes a Top Gear reviewer who initially doubted the Tesla Semi now calls it a game changer after a ride. The review highlights real-world performance shifts from earlier skepticism. The reviewer changed perspective following direct experience with the truck. InsideEVs covered the updated assessment in detail. - Tesla total-loss history share 19 percent, widening gap with other EVs: 디지털투데이
디지털투데이 reports Tesla vehicles account for nineteen percent of total-loss histories in recent data, widening the gap versus other electric vehicles. The figure comes from auction and insurance records analyzed in South Korea. The share exceeds rates seen in competing electric models. The analysis draws on recent market records. - Tesla Opens Powerwall 3 Expansion for Powerwall 2 Owners in US & Australia: BASENOR
BASENOR states Tesla now allows Powerwall 2 owners in the US and Australia to add Powerwall 3 units to existing systems. The expansion broadens compatibility for residential storage upgrades. Owners in both countries gain the option to expand without full replacement. The change applies to current Powerwall 2 installations. - Mercedes Taps Wayve For Tesla FSD-Like System Within 2 Years: InsideEVs
InsideEVs reports Mercedes has partnered with Wayve to develop a point-to-point driver assistance system similar to Tesla FSD. The timeline targets deployment within two years, alongside an existing Nvidia deal for the CLA model. The partnership focuses on driver assistance features. InsideEVs detailed the two-year development window. - Nvidia launches BESS qualification program for AI data centers, names just Tesla, LG, Hitachi: ess-news.com
ess-news.com reports Nvidia launched a battery energy storage system qualification program for AI data centers and named only Tesla, LG, and Hitachi as initial participants. The program focuses on qualifying systems for large-scale compute loads. Tesla joins the list of approved suppliers. The qualification targets data center power needs. - Xpeng launches L03 electric SUV coupe as it lays down tech challenge to Tesla, BYD and other rivals: thedriven.io
thedriven.io reports Xpeng launched the L03 electric SUV coupe to compete directly with Tesla and Chinese rivals on technology. The vehicle targets premium segments with advanced driver assistance features. The launch positions Xpeng against established players. The model includes tech-focused specifications. - Tesla Cybertruck Owner Says He Saved $16,000 on Diesel by Switching from a Ram Truck: Torque News
Torque News reports one Cybertruck owner claims sixteen thousand dollars in diesel savings after switching from a Ram truck. The owner stated the vehicle is paying for itself through fuel costs alone. The savings figure covers the period since the switch. Torque News shared the owner's direct account. - Tesla Integrates Grok Bot to Do Your Tasks For You: Yahoo Autos
Yahoo Autos reports Tesla integrated Grok Bot into vehicles so drivers can delegate complex tasks like ordering coffee or booking reservations hands-free. The feature is currently limited to SuperGrok Heavy subscribers. Yahoo Autos described the hands-free delegation options. Additional subscriber tiers are expected later.
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.
- Grok @bot Now Handles Complex Tasks Like Ordering Coffee - What happened
Tesla stated Grok @bot can place recurring coffee orders, book reservations, and schedule appointments. The capability is rolling out first to SuperGrok Heavy subscribers with additional tiers planned later. The system supports complex external errands through voice commands. Source: x.com - How to Connect Services to Grok in Tesla - What happened
Tesla posted step-by-step instructions to link services through the Grok app by tapping the plus icon and selecting New Connector. Once signed in, Grok uses the connection automatically for tasks. The process requires selecting the service and completing sign-in. Source: x.com - Optimus Gen 3 Leaked: 5 Details From the APK Images - What happened
BASENOR published five visual details extracted from the Gen 3 image files found in the Tesla app. The images show updated proportions and component placements compared with prior generations. The details include changes in body design and joint positioning. Source: basenor.com - Inside ETFs: Tesla's appeal was 'never' cars - What happened
Reuters examined ETF holdings and concluded Tesla's valuation narrative has shifted away from vehicle sales toward other business lines. The segment highlights changing investor focus in recent months. ETF analysis shows emphasis on non-vehicle segments. Source: reuters.com - Portable Solar Powered Electric Vehicle Charging Stations - What happened
Teslarati covered new portable solar charging stations designed for electric vehicles. The systems combine panels with battery storage for off-grid or emergency use. The stations support mobile charging scenarios. Source: teslarati.com
Short Spot
"Racial Slurs, Wage Discrimination at Tesla Factory": Lawsuit Filed in US: news.sbs.co.kr A lawsuit filed in the US alleges racial slurs and wage discrimination at a Tesla factory. The case is scheduled to move forward in court next week. Tesla has not issued a public statement on the specific claims. The allegations center on workplace practices at the facility. Source: news.sbs.co.kr
Tesla First Principles
Battery energy storage systems face a qualification bottleneck when serving AI data centers because power quality and response times must match the instantaneous load swings of training clusters. Nvidia's new program tests exactly those parameters and selected only three suppliers, which narrows the field to vendors already operating at utility scale. Tesla's inclusion alongside LG and Hitachi shows its Megapack lineage already meets the electrical and software thresholds that most residential or smaller commercial systems have never been asked to clear.
The economics shift once qualification is achieved. A single qualified supplier can bid on multi-hundred-megawatt-hour projects that carry higher margins than vehicle batteries because the buyer values uptime over lowest cell cost. Tesla therefore gains a second revenue stream that does not compete directly with its own vehicle production for cell allocation.
Yet the same qualification creates a moat for incumbents. New entrants must now clear both technical and contractual hurdles before they can even quote on the next wave of AI-driven storage demand, which concentrates capacity among the three named companies until others catch up on testing cycles.
Sign-off paragraph: Listeners can reach the show at the usual channels with any corrections or additional context on today's items. |
