TSLA today $378.73 ▲ $8.14 (2.2%) |
| Tesla's Model Y is threatening to become South Korea's top-selling vehicle overall. |
Top 12 News Items
- FSD availability limited in South Korea compared to US — TSLAming (X)
| Consumers in the US can freely buy and use FSD, but it is quite limited in South Korea and other markets. |
The limitation stands out when compared to the broader access available to American buyers. Source: x.com
- Tesla Model Y threatens to unseat Kia Sorento as S.Korea’s top seller — kedglobal.com
Hyundai Motor is counting on new SUVs and a small electric car to reverse its weakest sales since the pandemic. Production disruptions and tougher competition have squeezed the South Korean automaker at home and abroad. Source: kedglobal.com - Tesla's Model 3 just got a 16-inch screen, gray interior, and V2L, but only in one market — The Cool Down
Tesla announced the China-spec Model 3 will now come with a 16-inch center display instead of the previous 15.4-inch unit. The upgraded screen also delivers a sharper image and a smoother refresh rate. Every Model 3 and Model Y variant in China can supply up to 2.2 kilowatts of AC output. That output is enough to run a kettle, a portable rice cooker, and another cooking appliance at the same time. Tesla has not announced plans to provide the same upgrades in North American or European markets. Source: thecooldown.com - Elon Musk Says Gray Kittens Are Grounding Tesla Robotaxis At Night — Motor1.com
Tesla's Robotaxi service in Austin now runs an hour later, closing at 11 p.m. instead of 10 p.m. Musk stated the issue bluntly: "The main thing we are trying to solve is making sure that we do not run over pets when they are hard to see at night." Cameras need light and contrast to separate an object from its background. Source: motor1.com - Tesla Model Y faces pressure as BYD, Geely close in on global EV sales — Digitaltoday
Tesla's Model Y kept the top spot in August global battery electric vehicle sales, but China's BYD and Geely are closing in. In August, BYD sold 375,373 vehicles, above Tesla's 141,996. On a cumulative basis from January to August 2026, BYD ranked first with a 20.3 percent share of global plug-in vehicle sales. Geely was second with 9.9 percent, Tesla third with 8.3 percent. Source: digitaltoday.co.kr - TSLA Stock Rises Overnight: Analyst Says SpaceX Merger Buzz Could ‘Dominate’ Near-Term Narrative — Yahoo Finance
Tesla delivered 486,532 vehicles in Q3, beating expectations despite a 2 percent year-over-year decline. Baird maintained an 'Outperform' rating and $475 target. Analyst Gary Black estimated that a sustained delivery boost could add $0.15 to annual adjusted EPS and $32 per share to Tesla's value. Source: finance.yahoo.com - SpaceX just locked up a NASA record no other U.S. spacecraft can touch — Teslarati
Crew Dragon Grace docked to the forward port of the stations Harmony module at 7:05 p.m. ET on October 1, just 7 hours and 55 minutes after lifting off. NASA confirmed the milestone in a space station blog update, writing that the flight marked the fastest launch-to-docking of a U.S. spacecraft in the history of the International Space Station. The previous U.S. record also belonged to Dragon. Source: teslarati.com - A New Tesla Update Allows Drivers to Break Away from Superchargers in Emergencies — Car and Driver
Emergency Drive Away, a new safety feature from Tesla, allows drivers to break away from Superchargers without manually disconnecting from the charging port. The override only applies to U.S. Superchargers and requires the latest software update. Repair costs could reach up to $25,000, depending on the Supercharger. Source: caranddriver.com - Canada Gets A $29,500 Tesla Model 3 With Ventilated Seats But There’s A Catch — theautopian.com
In Canada, a rear-wheel-drive Model 3 Premium has a sticker price of $41,990 including freight. At the current currency conversion rate, that works out to just under $29,500 for a Model 3 with ventilated seats, a panoramic roof, and all the trimmings. The Canadian government rates the imported-from-China Model 3 Premium RWD at 15.3 kWh/100km combined with a range of 463 km. Source: theautopian.com - A Million-Mile Trucker Toured the Tesla Semi Factory. Here's What He Found. — BASENOR
A million-mile trucker toured the Tesla Semi factory and shared observations on production. Source: basenor.com - Japan's imported EV sales top 20,000 units in fiscal first half for first time, led by Tesla's roughly 70% share — finance.biggo.com
Japan's imported EV sales topped 20,000 units in the fiscal first half for the first time. Tesla held roughly 70 percent share of those sales. Source: finance.biggo.com - Tesla tops imported car sales in Korea for 8th straight month in September — Korea JoongAng Daily
Tesla topped imported car sales in Korea for the eighth straight month in September. The Model Y led all vehicles sold in the country during that period. Source: koreajoongangdaily.com
Tesla X Takeover
- Trump's EO replaces AI with Super Intelligence; history and implications — TSLAming (X)
President Trump’s September 29, 2026 executive order directed the US executive branch to replace “Artificial Intelligence” with “Super Intelligence” in official usage. Elon Musk followed on October 4, saying he would rename SpaceXAI to SpaceXSI. On August 31, 1955, John McCarthy and his colleagues proposed a summer research project at Dartmouth. Source: x.com - Tesla Just Delivered Excellent News, but Is the Stock a Buy? — The Motley Fool
The Largest Industrials Companies by Market Cap in October 2026. Source: fool.com - Evidence needed for claiming superintelligence — TSLAming (X)
I would want to see sustained superiority across unfamiliar problems and multiple fields, with the human contribution clearly accounted for. Source: x.com - First Tesla, Now Orbital Datacentres: How China's Underwater Solar Power Generation May Worry Elon Musk — CXOToday.com
China's underwater solar power generation efforts are advancing alongside orbital datacentre concepts. Source: cxotoday.com - Tesla Shows How Busier Supercharger for Business Sites Can Lower Energy Costs — driveteslacanada.ca
Tesla demonstrated how higher utilization at business-site Superchargers can reduce energy costs. Source: driveteslacanada.ca
Short Spot
Tesla's exclusion from Manitoba EV program 'incredibly unfair,' politically motivated, court hears — CBC Tesla is challenging its exclusion from a Manitoba electric vehicle incentive program in court. The company argues the exclusion is politically motivated and denies it fair access to the market. Source: cbc.ca
Tesla First Principles
Battery chemistry choices in electric vehicles create direct trade-offs between cost, energy density, and supply chain risk. Tesla's decision to import a smaller-pack Model 3 into Canada at a lower price point illustrates how manufacturers can accept reduced range to meet tariff rules and local price targets. The Canadian-spec car carries an estimated 70.8 kWh pack and a 288-mile range, compared with the 78.1 kWh and 363-mile figure for the U.S. version. That gap changes the vehicle's competitive position against the Chevrolet Bolt, which offers 262 miles at a slightly higher price. The approach shows how regulatory and tariff constraints can force earlier compromises on pack size than pure engineering would suggest.
Supercharger network rules also embed safety and liability calculations. The new Emergency Drive Away feature lets drivers pull away while still connected, but Tesla warns that misuse can produce up to twenty-five thousand dollars in repair costs. The override applies only in the United States and only after the latest software update, leaving pre-2021 Model S and Model X vehicles unsupported. This design keeps the primary safety interlock in place for normal use while creating an explicit exception for documented emergencies. The cost ceiling and geographic limit together signal how Tesla balances owner requests against infrastructure protection.
Manufacturing scale decisions for the Semi follow a different logic than passenger vehicles. A million-mile trucker touring the factory highlights the need for durability data that passenger-car programs do not generate at the same volume. Early fleet orders, such as the fifty units added by IMC Logistics, provide the first real-world mileage accumulation that can validate or adjust the original cost-per-mile projections. Those projections remain the central variable that will determine whether the Semi expands beyond niche long-haul routes.
And that's everything worth knowing about Tesla today. |
