TSLA today $372.11 ▼ $5.83 (1.5%) |
| Twenty-eight Tesla Supercharger bays were damaged in the largest attack yet on EV charging sites in Australia. |
Top 12 News Items
- Tesla Patents Behind Autonomous Perception Magic — TSLAming (X)
| Two patent applications, US 2026/0285363 A1 and US 2026/0127891 A1, address autonomous perception. One reconstructs and remembers the static road. The other reshapes virtual viewpoints to track moving objects like vehicles, cyclists, and pedestrians. The patents cover a system that turns surround-camera footage into a persistent overhead model of the road. This model keeps curbs, lanes, crosswalks, and junctions visible even when cameras lose sight of them due to obstructions. The approach relies on neural backbones that reduce images into visual features and a learned projection network that fuses them in a virtual bird’s-eye space. Source: x.com |
- Tesla May Postpone Roadster Unveiling Due to Weather — TSLAming (X)
Tesla may postpone the Roadster unveiling due to inclement weather. The demonstration is slated for outdoors on Thursday, October 1, to accommodate extreme features like a sub-one-second 0–60 mph launch powered by rocket thrusters. Outdoor conditions are required because the vehicle’s performance demonstrations involve high-speed maneuvers that cannot be safely shown indoors. Weather concerns center on rain that could affect the asphalt surface and visibility during the launch sequence. Source: x.com - Debunking False Claims About Other Cars' Capabilities — @Teslarati (X)
People claim their cars can do the same as Tesla's features. They are lying according to the post. The statement addresses repeated online assertions that competing vehicles match Tesla’s autonomous driving performance. No specific competing models are named in the post. Source: x.com - Planning to Order Apple TV Using Grok Bot in Tesla — @Teslarati (X)
The plan is to try ordering an Apple TV from Best Buy using the Grok bot this morning. Previous attempts with Grok bot in Tesla did not go as planned. The effort tests the bot’s ability to handle real-world shopping tasks while the vehicle operates under FSD. The post follows an earlier trial that encountered unexpected limitations during execution. Source: x.com - Tesla India expands to Chennai, Noida, but 906 registrations show it hasn't lived up to hype — CNBC TV18
Tesla is expanding its retail network and cutting prices in India. Sales remain tiny despite rapid growth in the country’s EV market, with only 906 registrations. New showrooms are opening in Chennai and Noida to support the price reductions. The low registration count persists even as India’s overall EV adoption accelerates. Source: cnbctv18.com - Tesla Model Y 2026 review: L long-term | Part 1 | Kia EV9 rival tested — CarsGuide
The review tests the Tesla Model Y Long Range as a rival to the Kia EV9. The long-term test focuses on daily usability, range consistency, and interior space compared with the Kia. Part one covers initial impressions after delivery and early driving impressions on Australian roads. Source: carsguide.com.au - Musk’s Tesla targeted in act of Aus ‘terrorism’ — News.com.au
Copper thieves destroyed a new Ballarat Tesla Supercharger station days after opening. This is described as an act of terrorism. The attack occurred at a recently commissioned site and involved severing cables across multiple bays. Local authorities are treating the incident as deliberate sabotage rather than random vandalism. Source: news.com.au - Tone Deaf Trillionaire Launches Tesla Roadster Into US Market — CleanTechnica
The article discusses the launch of the Tesla Roadster into the US market. It frames the vehicle’s pricing and timing against broader economic and political conditions in the United States. The piece questions the optics of introducing a high-cost sports car during an election cycle. Source: cleantechnica.com - The Electric Car Produced in Greece Decades Before Elon Musk’s Tesla — GreekReporter.com
An electric car was produced in Greece decades before Tesla. The historical vehicle predates modern EV development by many years and was built using locally available technology at the time. The report places the Greek project in the context of early electric vehicle experimentation in Europe. Source: greekreporter.com - XPENG VLA 2.0 vs. Tesla FSD in Amsterdam — Part 1: XPENG L03 — CleanTechnica
The first person outside of XPENG rode in a L03 prototype using XNGP with VLA 2.0 followed by a Tesla Model 3 using FSD on the same roads. The comparison covers identical routes in Amsterdam to evaluate differences in handling and decision-making. The post is the first installment of a multi-part series. Source: cleantechnica.com - Tesla (TSLA) is Expanding Beyond Passenger Cars. Can it Unlock Another Growth Engine? — Insider Monkey
Tesla is expanding beyond passenger cars to unlock another growth engine. The analysis examines potential revenue streams from robotaxi services, energy products, and humanoid robots. It asks whether these segments can offset slower growth in traditional vehicle sales. Source: insidermonkey.com - Cables severed at 28 Tesla Supercharger bays in biggest attack yet on EV charging sites — The Driven IO
The incident marks the largest single-site sabotage recorded against Tesla’s charging network in Australia. Repair work is underway, but the scale of the damage has prompted increased security reviews at other stations. Source: thedriven.io
Tesla X Takeover
- Solid-State Batteries' First Test Bed Is Humanoid Robots, Not EVs - finance.biggo.com
Solid-state batteries are being tested first in humanoid robots rather than electric vehicles. The shift occurs because robots place different demands on energy density and thermal stability than passenger cars. Early data from robot applications may inform later EV use cases. Source: finance.biggo.com - Tesla’s Selling Electricity Now. Naturally, I Read The Fine Print - solarquotes.com.au
Tesla is selling electricity and the fine print was reviewed. The review examines contract terms for grid export and virtual power plant participation in Australia. Customers can now sell stored energy back to the grid through Tesla’s platform under specific conditions. Source: solarquotes.com.au - A 12-day Oregon and Washington Tesla rental sold them on FSD and a Model Y of their own - Yahoo Autos
A 12-day rental in Oregon and Washington convinced the renters to buy a Model Y and use FSD. The experience included highway and city driving across two states. The couple cited consistent performance and convenience as reasons for the purchase decision. Source: autos.yahoo.com - EV, Battery & Charging News: HEVO, ORNL, BMW, Laitent, Otovo, InCharge, Cirba, Autel, Modal, Prologium, PG&E, GM, Qnovo& Tesla - AUTO Connected Car News
Various companies including Tesla are mentioned in EV, battery and charging news. The roundup covers wireless charging trials, new battery chemistries, and grid integration projects involving multiple manufacturers. Tesla appears alongside updates on Prologium solid-state cells and PG&E utility programs. Source: autoconnectedcar.com - The Advice Elon Musk Refused From His Mother Before Tesla, SpaceX and More - BeInCrypto
Maye Musk gave advice that Elon Musk refused before starting Tesla and SpaceX. The advice centered on focusing on a single company rather than pursuing multiple ventures simultaneously. Musk proceeded with parallel companies despite the recommendation. Source: beincrypto.com
Short Spot
Tesla First Principles
The economics of scaling humanoid robots like Optimus hinge on more than just assembly speed. Hand assembly remains the current bottleneck even as output rises nearly tenfold, because each unit still requires manual intervention for cooling systems, battery integration, and initial AI calibration. This keeps per-unit costs far above the target needed to compete with human labor in repetitive factory tasks.
Supply chain constraints compound the issue. Battery cells and actuators must reach consistent high-volume availability before weekly production can approach the thousands, let alone the twenty-thousand-unit goal. Until those components move from prototype sourcing to dedicated lines, the robot's theoretical advantage in 24-hour operation stays theoretical.
The practical path forward therefore runs through vertical integration on the hardware side rather than software alone. Tesla's experience with 4680 cells and structural packs shows how controlling the full stack can compress costs, but that same discipline has yet to be applied at scale to the robot's full bill of materials. Without it, external sales remain distant even if internal deployment begins next year.
Listeners can share thoughts at @teslashortstime. |
