TSLA today $377.94 ▼ $2.18 (0.6%) |
| Tesla Semi production Semi now uses in-house 4680 cells for over 500 miles of range at full load. |
Top 12 News Items
- Tesla Semi charging map revealed — @Teslarati (X)
| Tesla plans to use a completely automated unloading process for cells coming from Giga Texas arriving at the Semi factory in Nevada. A line will consume cells from the trailer. The goal is to have zero human touch point throughout the entire process. The system is designed to handle cells arriving from the Texas facility without any manual intervention at the Nevada site. Source: x.com |
- Tesla Semi director on watt-level efficiencies — @Teslarati (X)
Tesla Semi program director Dan Priestley said that Tesla chases watt-level efficiencies because it has a compounding effect. More efficiency equals less energy needed to perform the same amount of work. Less energy needed equals fewer batteries, less cost and less mass, and faster charging. The approach targets incremental gains that multiply across the vehicle design. Source: x.com - Tesla shares thermal system between Semi and Cybercab — @Teslarati (X)
Tesla designed the integrated thermal systems for Cybercab and Semi at the same time as the vehicles were both in development. Tesla wanted to build one thermal system that worked with both vehicles, apart from small modifications. Semi and Cybercab share parts. The shared architecture was finalized while both programs were still in active design phases. Source: x.com - Tesla China Rolls Out Limited Savings on Model 3/Y Orders — TSLAming (X)
Tesla China just rolled out fresh limited-time savings for orders placed by October 31, 2026, knocking 5,000 yuan off the final balance across all Model 3 trims and 7,000 yuan off select Model Y configurations. Model 3 starts at 222,500 yuan with 79,900 yuan down and monthly payments starting around 2,377 yuan. Model Y starts at 256,500 yuan with the same down payment, bringing monthly installments down to 2,944 yuan. The offers stack with existing five-year zero-interest financing. Source: x.com - 4680 Cells Key to Tesla Vertical Integration — TSLAming (X)
4680 has become a key part of Tesla’s vertical integration prowess. The cells support internal production targets across multiple vehicle lines. Production occurs at Gigafactory Texas. Source: x.com - Tesla Semi Delivers 500+ Miles with Smaller 4680 Battery Pack — TSLAming (X)
Speaking during Tesla’s Semi rollout event in Nevada, Tesla Semi leads Dan Priestley and Lars Moravy emphasized that the production Semi delivers over 500 miles of range using a smaller, lighter battery pack. Tesla replaced externally sourced 2170 cells with its own in-house 4680 cells produced at Gigafactory Texas. The production truck reportedly consumes just under 1.7 kWh per mile when fully loaded at 82,000 pounds. Tesla also announced a lighter Standard Range Semi with roughly 325 miles of range. Source: x.com - Tesla Teases Upcoming Event with Video — @Tesla (X)
Tesla posted a video with the caption "See you next week." The post received three million views. The message points to an event scheduled for the following week. Source: x.com - Tesla Shares Semi Rollout Summary — @Tesla (X)
Tesla posted "Semi Rollout summary in thread below." The thread covers the high-volume production launch. The account also highlighted customer fleet validation results. Source: x.com - Tesla Announces Start of Semi Event — @Tesla (X)
Tesla posted "Starting soon." The message preceded the live stream from the Nevada facility. The event marked the official start of high-volume Semi production. Source: x.com - Tesla Highlights FSD Supervised in Slovenia — @Tesla (X)
Tesla posted a video captioned "Just a normal day for FSD Supervised." The clip shows navigation through narrow and steep streets in old village centers. The footage was shared from a Slovenian owner account. Source: x.com - UBS Sees Tesla Q3 Deliveries Falling 5% Year on Year, Keeps $385 Price Target — eletric-vehicles.com
UBS sees Tesla Q3 deliveries falling 5% year on year and keeps a $385 price target. The forecast covers the third quarter performance. The bank maintained its valuation despite the projected decline. Source: eletric-vehicles.com - Tesla Starts Semi Deliveries as Musk Teases Self-Driving for ‘Very Near Future’ — eletric-vehicles.com
Tesla starts Semi deliveries as Musk teases self-driving for the very near future. The announcement coincides with the Nevada production launch. Deliveries are now underway to initial fleet customers. 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.
- Startup Founded by ex-Tesla Dojo Leaders Nears $10 Billion Valuation - A startup founded by former Tesla Dojo leaders is nearing a ten billion dollar valuation.
The company focuses on AI infrastructure separate from Tesla’s current operations. Former Dojo team members are building the new venture. The valuation reflects investor interest in the AI compute space. Source: theinformation.com
2. The findings come ahead of an EU vote on related regulations. The tests covered multiple 30 km/h zones in Brussels. The safety group documented the exceedances across the sampled routes. Source: canada.autonews.com
- Homeowner says Tesla inverter swap left '15 holes and a crack' in 1-year-old siding - A homeowner reports that a Tesla inverter swap left fifteen holes and a crack in one-year-old siding.
The incident involves a recent service visit at the property. The homeowner documented the damage after the work was completed. Tesla has not issued a public response to the specific case. Source: yahoo.com - New Chinese EV to take fight to Tesla in Aus - A new Chinese EV brand called Avatr confirms an Australian launch with its 07L SUV.
The vehicle is positioned as a luxury electric option. The launch targets the Australian market directly. Avatr is entering as a competitor in the premium segment. Source: news.com.au - I Just Drove the New Tesla Semi, and It Was Several Tons of Fun - A MotorTrend reviewer drove the new Tesla Semi and described it as several tons of fun.
The review covers real-world handling of the production truck. The tester highlighted driving dynamics under load. The piece focuses on the finished vehicle experience. Source: motortrend.com
Short Spot
Tesla First Principles
Thermal management in electric vehicles has traditionally been handled as a vehicle-specific subsystem with little cross-platform reuse. Tesla instead developed the integrated thermal architecture for the Semi and Cybercab in parallel during their joint development phase. This approach allows a core system to serve both a heavy-duty truck and a purpose-built robotaxi with only minor modifications. Shared parts reduce the number of unique components that must be qualified, sourced, and stocked. The result is lower engineering overhead and faster iteration on a single validated design. For a company scaling multiple new vehicle programs at once, that reduction in duplicated effort directly affects both development cost and time to volume production.
The same thermal core must handle very different duty cycles. A Semi operates at sustained high loads with an 82,000-pound gross vehicle weight, while a Cybercab follows lighter urban routes with frequent stops. Tesla accepted the engineering challenge of one system meeting both extremes rather than optimizing separate loops. The shared design still meets the distinct thermal demands after only small modifications. That decision trades some peak optimization for each vehicle against the broader savings in qualification, tooling, and spare-parts inventory. The approach becomes more valuable as Tesla adds further vehicle programs that can draw from the same validated thermal module.
In practice the shared thermal system shortens the critical path for new vehicle launches. Each additional platform no longer requires a full thermal development cycle from scratch. The saved calendar time and engineering hours can be redirected toward other subsystems or toward scaling production of the validated design. Over multiple programs the cumulative effect on total development spend is material. Tesla’s choice to treat thermal management as a reusable platform element rather than a per-vehicle custom job reflects a deliberate bet on reuse as a lever for faster and lower-cost expansion of the product line.
That's your Tesla news for today. |
