TSLA today $377.81 ▼ $2.87 (0.8%) |
| Tesla plans sixteen new Superchargers on a vacant Somerset site beside the A303 after a motorhome business closed. |
Top 12 News Items
- Tesla applies for sixteen Supercharger stalls on former motorhome site in Somerset — Somerset Live
| The proposal covers part of the Southfields Enterprise Park near Ilminster. It includes one disabled bay and a new substation at the eastern edge. Somerset Council is expected to decide within three months. The site sits at the entrance to the enterprise park near Costa Coffee and McDonald's. A spokesperson for Planning Potential said the plan makes efficient use of a vacant site and supports long-distance EV travel. The motorhome firm closed in late July after fourteen years. Tesla submitted the application just over two months later. The layout mirrors another proposed facility at the Wincanton Gateway site further up the A303. A buffer zone will remain at the western edge near the Costa Coffee parking area. Source: somersetlive.co.uk |
- Musk states Tesla and SpaceX will build and operate Terafab with TSMC limited to subleasing — Teslarati
Musk replied on X that there will be zero doubt about ownership. He added that TSMC may sublease part of the complex but nothing more. The comment closes speculation that began last week after a report on TSMC exploring ways to help run the plant. Intel remains involved in design, build and packaging work. The facility aims to produce chips for Optimus, Cybercab and SpaceX orbital data centers. Musk unveiled Terafab in March as a joint project between Tesla, SpaceX and xAI. The goal is to produce enough chips each year to supply one terawatt of computing power. Intel signed on in April to help with the project. Source: teslarati.com - California Virtual Power Plant dispatches five gigawatt-hours across ten events in 2026 — BASENOR
The total comes from customer Powerwalls. One September 9 event during a heatwave delivered 517 megawatts from Powerwalls alone. Roughly 110,000 Powerwalls took part in that dispatch. Five gigawatt-hours equals enough energy to power about 1.2 million U.S. homes for a day. The biggest single dispatch of the year came on September 9. Tesla Powerwalls contributed 517 megawatts during that three-hour evening event. That single event from Tesla Powerwalls alone represented roughly 1.55 GWh. It set a record for residential battery dispatch in the U.S. Source: basenor.com - California Virtual Power Plant sets new record with 601 megawatts from 85,774 Powerwalls — r/teslamotors
The October 6 grid event produced 932 megawatt-hours. The previous single-event peak from Tesla Powerwalls stood at 517 megawatts. The program coordinates customer-owned batteries during peak demand. The October 6 dispatch involved 85,774 Powerwall homes. It delivered 932 MWh during the grid event. This marked a new record for the California Virtual Power Plant. Source: reddit.com - Tesla will display Cybercab, Optimus Gen 2 and offer free FSD test drives at Paris Motor Show — r/teslamotors
The event runs October 12 through 18. Attendees can try supervised Full Self-Driving on site. Tesla is bringing the Cybercab and Optimus Gen 2 vehicles to the show. Free FSD test drives will be available for visitors. Source: reddit.com - Owner unlocks Track Mode with Race and Drift presets on non-Performance Model Y Juniper — Not A Tesla App
The feature works across the lineup even though it is not officially shipped on base models. The change is described as a business decision rather than a technical limit. Michał Gapiński unlocked Track Mode on a non-Performance Model Y. The car includes Race and Drift presets. It proves the capability exists across Tesla's entire lineup. Source: notateslaapp.com - Tesla opens new features to all Cybertrucks and Model 3 or Y orders placed on or after October 1 — @Tesla
The update applies to recent purchases without additional cost. The announcement came from Tesla's official account on X. It covers all Cybertrucks and new Model 3 or Y vehicles ordered on or after October 1. Source: x.com - President Trump will award Elon Musk the National Medal of Science on October 8 — Teslarati
The medal is the nation’s highest honor for scientific and technological achievement. Musk joins several other recipients at the White House summit. The award traces back to the JFK era. It marks Trump’s first time presenting this honor. Source: teslarati.com - FSD version 14.3.11 demonstrates strong U-turn performance in testing — Teslarati
Owners shared video of the maneuver on city streets. The version shows improved handling during the U-turn sequence. Teslarati posted footage of the performance on X. Source: x.com - SpaceX schedules Cargo Dragon launch for October 13 carrying final ISS roll-out solar arrays — TeslaNorth.com
The CRS-35 mission will deliver the last set of arrays to the station. The cargo Dragon will launch on October 13. It carries the final roll-out solar arrays for the International Space Station. Source: teslanorth.com - Halloween Mode is coming to the FSD software branch soon — Not A Tesla App
Tesla’s Kalena Brown confirmed the themed update will reach supervised Full Self-Driving vehicles without requiring a separate subscription change. The mode includes ghost car visuals and themed wraps. It will arrive on the FSD branch in the near term. Source: notateslaapp.com - Cybercab loses entire left door panel in low-speed Philadelphia crash — Electrek
The incident exposed the door’s inner frame and internal components. A second report from Not A Tesla App confirmed the same details from owner video. The low-speed crash occurred in Philadelphia. Video showed the door panel detaching completely. Source: electrek.co
Tesla X Takeover
Tesla X Takeover - What's breaking in the Tesla world today! Here are the most interesting, fresh Tesla developments that have everyone talking.
- India registrations reach 565 vehicles from June through September — Benzinga
Tesla captured roughly 0.8 percent of the national market and about 30 percent of the premium segment. Showroom expansion continues in the country. The total covers the period from June through September 2026. Tesla holds about 0.8 percent national market share. Source: benzinga.com - Dutch regulators approve Europe-specific Full Self-Driving version — Reuters
The software omits some U.S. features but retains a mode that allows speeds up to 50 percent above detected limits. The approval came for a Europe-specific variant. It keeps the speed-offset capability in place. Source: tradingview.com
Short Spot
Tesla’s Cybertruck sales still unimpressive despite cheaper model — Electrek Deliveries of the lower-priced variant have not lifted overall volume to expected levels. Other Tesla models saw sharper delivery declines in the same period. The company continues to adjust pricing and incentives on the pickup. Sales remain below internal targets even after the price reduction. The pickup faces ongoing challenges in reaching broader adoption. Source: electrek.co
Tesla First Principles
Owning a semiconductor fabrication plant shifts capital allocation from variable supplier contracts to fixed facility costs and long-term depreciation schedules. Tesla and SpaceX have committed to building and running Terafab rather than relying on external foundries for every wafer run. This choice locks in access to process nodes at a time when contract manufacturers face capacity constraints from multiple AI customers. The decision moves spending from per-wafer fees into upfront construction and equipment outlays that appear on the balance sheet for years.
The economics hinge on utilization rates. A dedicated line can run at higher average loads than a shared fab that must balance competing orders, yet it also requires continuous investment in equipment refreshes every two to three years. Intel’s role in packaging provides one external interface, but the core front-end processes stay inside the joint Tesla-SpaceX entity. That structure reduces the risk of allocation fights during chip shortages while increasing exposure to execution risk on yield and ramp timelines. Yield improvements directly affect the cost per inference chip delivered to Optimus and Cybercab programs.
For the vehicle and robot programs the decision ultimately affects gross margin on autonomy hardware. If internal production meets cost targets it lowers the bill of materials for each inference computer; if yields lag, the same capital outlay raises per-unit expense. The trade-off is therefore between supply certainty and manufacturing learning-curve risk, not simply between vertical integration and outsourcing. Over time the fixed costs become predictable while variable supplier pricing remains exposed to market swings in AI demand.
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