TSLA today $380.12 ▲ $1.22 (0.3%) |
| Tesla built its first Cybercab using cathode material made at the new Giga Texas plant. |
Top 12 News Items
- Cybercab Milestone: First Made with In-House Cathode from Americas Plant — @Teslarati (X)
| The first Cybercab rolled off the line using cathode active material produced at Tesla's new plant in the Americas. The cathode plant sits inside Giga Texas and receives lithium hydroxide from the Robstown refinery. This setup replaces an 8,000-mile overseas supply route with a sub-200-mile Texas loop. In-house synthesis allows Tesla to design exact particle shape, density, and coating chemistry needed for dry calender rolling. The compact 48 kWh Cybercab pack means each metric ton of cathode builds nearly three times as many vehicles as a heavier truck pack. Production on American soil also stacks IRA Section 45X advanced manufacturing credits at the cathode, cell, and pack levels. Source: x.com |
- Tesla expands Texas Robotaxi fleet to 489 vehicles — TSLAming (X)
Tesla added ten Model Y vehicles to its Texas Robotaxi fleet. The total now stands at 420 Model Y units plus 69 Cybercabs. The combined fleet reaches 489 vehicles. The addition brings the Model Y count to the numerically notable total of 420. Source: x.com - Particle control key to dry cathode yields in Tesla batteries — TSLAming (X)
Particle-level control determines success in dry cathode production yields. The in-house cathode material enables exact particle shape and coating chemistry for the dry electrode process. Off-the-shelf powders from third-party vendors were engineered for solvent-heavy wet slurries that require massive energy-hungry ovens. Source: x.com - Tesla Gen 3 Robot Accidental Leak: What We Know About the Suspected Third-Generation Tesla Humanoid Robot — eu.36kr.com
Images labeled "gen3" appeared inside the Tesla Android app installation package. The robot shows a gold and black color scheme with added hip and leg coverings. The files first surfaced in the August 27 app version and received higher-resolution updates on September 5. The full-body image carries the filename "robot_home_full_body_gen3.png". Tesla has not confirmed whether the images represent the final hardware design. Source: eu.36kr.com - Sunrun, Tesla tout record 580 MW home battery dispatch in California — Renewables Now
Sunrun and Tesla reported a record 580 MW of home battery dispatch in California. The dispatch came from aggregated Powerwall systems. The event marks the highest single-day output recorded for residential virtual power plant resources in the state. Source: renewablesnow.com - Germany Raises FSD Speeding With Tesla Ahead of EU Review — eletric-vehicles.com
German authorities raised concerns about FSD speeding behavior ahead of an EU review. The discussion focuses on compliance with European speed regulations. The issue was flagged in advance of the broader regulatory examination. Source: eletric-vehicles.com - Tesla Cybercab Enters Production: Key Suppliers Behind the Purpose-Built Robotaxi — Gasgoo
Suppliers for the Cybercab cover powertrain, intelligent driving, smart cockpit, and chassis systems. Drive-by-wire technology receives emphasis in the chassis design. The vehicle shifts from a driver cockpit to a passenger interaction hub. The intelligent driving system extends Tesla's vision-based approach to the purpose-built robotaxi. Source: autonews.gasgoo.com - Tesla’s “Accordion” Supercharger Station Goes Live as BYD Accelerates Its Pursuit — NAI500
The new Supercharger station features an accordion-style expandable design. The station supports higher stall counts on a single truck platform. The layout reduces site footprint while increasing simultaneous charging capacity. Source: nai500.com - Joe Rogan Says He Loves His Tesla but Laments Brake Dust—TSLA Investor Expresses Skepticism — Benzinga
Joe Rogan stated he loves his Tesla yet highlighted ongoing brake dust issues. A TSLA investor responded with skepticism about the concern's significance. The comment appeared in a market discussion thread. Source: benzinga.com - Tesla Semi named primary OEM for ZET SCALE 2,500-truck electric Class 8 order — r/teslamotors
ZET SCALE selected Tesla as the primary supplier for a 2,500-truck electric Class 8 order. The order targets battery electric Class 8 trucks. Tesla will supply the majority of the vehicles under the agreement. Source: reddit.com - Tesla Semi Rollout Livestream Set for Thursday as Sparks Factory Opens — BASENOR
Tesla scheduled a Semi rollout livestream for Thursday coinciding with the opening of the Sparks factory. The event will showcase production vehicles. The Sparks facility supports additional Semi assembly capacity. Source: basenor.com - Grok in your Tesla can now do meaningful work — Connectors for inbox, calendar & tasks — r/teslamotors
Grok gained connectors that link to email inboxes, calendars, and task lists. The update allows the assistant to handle scheduling and message management inside the vehicle. Users can now delegate routine inbox and calendar actions through voice commands. Source: reddit.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.
- Optimus Gen 3 Design Shifts Toward Factory Production - The leaked images show additional coverings over hips, knees, and calves. The torso adopts a sleeker champagne-gold finish with flexible panels sealing joints. These changes reduce exposure of moving parts in assembly environments. The design places greater emphasis on factory production-line conditions than earlier versions. Source: finance.biggo.com
- Powerwall 2 Owners Gain Powerwall 3 Expansion Option - North American and Australian owners can now add a Powerwall 3 unit to existing Powerwall 2 installations. The update expands residential storage capacity without full system replacement. Tesla confirmed the backwards compatibility rollout in recent software documentation. Source: reddit.com
- FSD v14.2 Lite Begins Rolling Out to HW3 Model S and Model X - Owners of HW3-equipped Model S and Model X vehicles started receiving the v14.2 Lite software. The rollout marks the first access to this version for the older hardware. The update brings selected v14 capabilities to the previous-generation Autopilot computers. Source: reddit.com
- Giga Shanghai Surpasses 4.5 Million Vehicles Produced - Cumulative output at Giga Shanghai exceeded 4.5 million units. The plant accounts for more than 45 percent of Tesla's total global production to date. The milestone reflects sustained high-volume output from the Shanghai facility. Source: reddit.com
- Nissan's New EV Shares Platform With Renault Twingo - Nissan introduced a new city EV built on a shared platform with the Renault Twingo. The vehicle uses an LFP battery pack. The model targets urban commuting with compact dimensions and simplified powertrain architecture. Source: insideevs.com
Short Spot
German regulators flagged speeding incidents involving Tesla FSD systems. The issue surfaces just before a scheduled EU-level regulatory review of assisted driving software. Tesla has not yet issued a public response to the specific complaints. Source: eletric-vehicles.com
Tesla First Principles
Supercharger site design has historically traded off between stall count and real estate footprint. The accordion-style expandable layout solves that trade-off by mounting multiple stalls on a single truck chassis that can telescope outward on arrival. The mechanism lets operators deliver eight or more stalls without pouring additional concrete pads or securing larger leases at each location.
That flexibility changes the capital math for network growth. Instead of negotiating new plots and running new electrical service drops for every incremental stall, operators can scale capacity at existing sites by swapping in a larger accordion unit. The approach also shortens the time from permit to energized stalls because the civil works stay the same while the stall count rises.
Rivals building fixed-architecture stations still face the old constraint: each added stall requires proportional land and trenching. Tesla's mobile design therefore compresses both the fixed cost per stall and the calendar time needed to match demand spikes along high-traffic corridors.
Sign-off: Listeners can reach the show at @teslashortstime with any feedback or story suggestions. |
