TSLA today $370.59 ▲ $16.48 (4.7%) |
| Tesla filed four new patents on AI chip math that cut power use in cars while a thirty billion dollar credit line funds the work. |
Top 12 News Items
- Fourth Tesla patent on base-2 softmax published October 1 — TSLAming (X)
| Two of the same inventors filed the application. It remains an application only. The filing shows direction for future chip design rather than shipped code. The patent focuses on base-2 softmax calculations. This approach aligns with hardware preferences for simpler arithmetic operations. Inventors from previous patents are involved again. The publication date is October 1. All patents in this series are still applications. Source: x.com |
- Tesla lithium extraction patent works only on clay ores — TSLAming (X)
The method relies on sodium trading places with loosely held lithium. Spodumene and lepidolite appear only as contaminants in the clay tests. Hard-rock ores require one thousand degree Celsius roasting first. The patent lists those minerals solely as mixed-in materials. Every test run used clay samples. Clay deposits hold lithium in a form that allows the swap at lower temperatures. Hard-rock structures lock the element inside tight crystals. Source: x.com - Tesla patent replaces e with 2 in softmax for chip efficiency — TSLAming (X)
The change suits hardware arithmetic inside vehicles. Every bit saved matters when inference runs on car chips. The filing is still an application. The swap simplifies calculations the chip performs more readily. Vehicle-based AI workloads benefit from reduced power draw per operation. The patent builds on earlier softmax work from the same team. Source: x.com - Tesla deliveries in Australia rose twenty one point three percent in September — The Supercar Blog
Model Y L three-row versions accounted for one thousand seven hundred sixty four of the four thousand four hundred seventy six Model Y units. Year-to-date sales reached forty one thousand seven hundred five. The Model 3 also rose sixty point one percent. Total September volume hit five thousand six hundred fifty four vehicles. The new entry-level Model 3 RWD variant carries a nine thousand dollar lower starting price. Combined Model Y sales increased fourteen percent year over year. Source: thesupercarblog.com - Selling Sunset star Jason Oppenheim switched from Bentley to Model Y — Teslarati
He cited Full Self-Driving Supervised as the reason after an hour and fifteen minute hands-free drive. He plans to buy ten more Teslas with FSD for employees. Tesla shared the clip from its main account. Oppenheim described the system as life-changing during the Newport Beach to Los Angeles commute. He handed his Bentley to his father after the switch. The video shows the car parking itself without driver input on steering or pedals. Source: teslarati.com - Florida homeowner added solar plus two Powerwall 3 units — The Cool Down
The system powers two Model Y vehicles and provides hurricane backup. The owner called the integration of solar, batteries and cars pretty amazing. A few commissioning quirks appeared during setup. The setup includes two 2026 Model Ys alongside the solar array. The batteries recharge from solar during the day and support home loads at night. Permission to operate came after initial installation. Source: thecooldown.com - Austin Cybercab sightings doubled to eight hundred sixty eight in one day — r/teslamotors
Six hundred seventy of those were driverless. The driverless share reached seventy seven percent. One hundred eleven more Cybercabs joined the fleet, bringing the total to one hundred sixty nine. The previous record stood at roughly half the new total. Hours of operation extended from ten pm to eleven pm. The fleet now includes both Model Y and purpose-built Cybercab units. Source: reddit.com - Approximately three hundred Cybercabs now operate in Dallas — r/teslamotors
The count comes from recent sightings posted on X. No safety drivers were reported in the observations. The vehicles appear in driverless configuration during the recorded activity. Dallas joins Austin and other permitted metros in fleet growth. Sightings track both parked and moving units throughout the day. Source: reddit.com - Tesla rehired Daniel Valadares to lead Semi operations in Canada — r/teslamotors
The move returns an experienced leader to the commercial truck program. Volume production of the Semi has already begun. Einride placed a five hundred unit order earlier. Additional customers have expressed interest in the truck. The Canadian program focuses on fleet deployment and service support. Source: reddit.com - Tesla added an emergency feature to drive away from Superchargers while plugged in — The Drive
The update prevents stranding during urgent departures. Damage risk remains if the cable is not handled correctly afterward. The feature allows the vehicle to move a short distance without first disconnecting. It addresses situations where immediate departure becomes necessary. Owners must still follow proper cable management after use. Source: thedrive.com - Edmunds compared the upcoming Rivian R2 against the Tesla Model Y — Boston Herald
The review examined pricing, range and features of both electric SUVs. No final winner was declared in the initial matchup. The comparison focused on expected specifications for each model. Rivian positions the R2 as a smaller, lower-priced option. The Model Y continues as the current benchmark in the segment. Source: bostonherald.com - Tesla set AI5 RAM at ninety six gigabytes and AI6 at one hundred forty four gigabytes — teslahubs.com
The targets aim to scale production volume. Earlier plans had considered lower capacities before the adjustment. The increase supports higher inference workloads in vehicles. AI5 and AI6 represent successive generations of the inference silicon. Production scaling remains the primary goal behind the memory allocation. Source: teslahubs.com
Tesla X Takeover
- Dan Ives sees twenty twenty seven as potential golden year for Tesla — BeInCrypto
Robotaxi and Optimus scale would drive the upside. The analyst tied the outlook to current investment levels in autonomy. Revenue from both programs could accelerate once production ramps. The forecast assumes continued progress on regulatory approvals and manufacturing. Source: beincrypto.com - Open letter urges Musk to push Full Self-Driving to all customers — CleanTechnica
The letter cites thirty six thousand six hundred forty reported US traffic fatalities in twenty twenty five. It references Musk's earlier claim that FSD could prevent ninety percent of global crash deaths. The authors frame wider adoption as a safety imperative. The letter was published on October 4. Source: cleantechnica.com - Homebuyer inherits older Powerwall that lacks app and off-peak features — The Cool Down
The unit cannot access current software controls or time-of-use optimization. Newer Powerwall models added those functions after the original hardware shipped. The buyer discovered the limitations after purchase. The older model remains functional for basic backup but misses newer efficiency tools. Source: thecooldown.com - Musk says Tesla remains extremely careful on autonomous safety — r/teslamotors
The comment came amid ongoing robotaxi testing in Austin. It followed questions about nighttime detection limits. The statement emphasizes caution during fleet expansion. Testing continues with extended hours in permitted areas. Source: reddit.com - One worker was seen plugging in ten robotaxis at a Supercharger — r/teslamotors
The sighting occurred while a driverless Cybercab occupied a stall. It illustrates current fleet support needs during expansion. Multiple vehicles required manual connection at the same location. The scene highlights operational logistics for the growing Austin fleet. Source: reddit.com
Short Spot
California solar owner weighs twelve year Tesla battery lease at one hundred sixteen dollars monthly — The Cool Down The lease includes a three percent annual escalator and leaves no ownership at the end. Cash purchase for the same twenty seven kilowatt hour system would cost roughly twenty one thousand two hundred thirty nine dollars over the period. Commenters noted the lease avoids upfront capital but removes residual value after twelve years. Total lease payments reach approximately twenty thousand eight hundred seventy seven dollars. The structure shifts long-term ownership risk to the provider. Source: thecooldown.com
Tesla First Principles
Lease structures for home batteries shift the risk of technology obsolescence from the owner to the provider. In the California example the twelve year term ends without residual ownership, so any gains in energy density or cycle life after that point stay with Tesla. Cash buyers keep the hardware and can pair it with future rate structures or vehicle to home systems that did not exist when the lease was signed.
The economics hinge on the time value of the avoided upfront cost versus the lost optionality at the end of the term. A twenty one thousand dollar cash outlay today buys twenty seven kilowatt hours of storage that can still participate in virtual power plant programs or offset new time of use tariffs after year twelve. The lease payment stream of roughly twenty thousand eight hundred seventy seven dollars over the same span buys only the right to use the battery while it is under contract.
That difference matters most in markets where net metering rules or export rates change frequently. Owners who retain hardware can reconfigure the system when rules shift; lessees must wait for the provider to update the fleet or accept the original contract terms. The choice therefore encodes a bet on regulatory stability as much as on battery chemistry.
That covers the main developments for October fifth. | 