TSLA today $378.03 ▼ $4.67 (1.2%) |
| NHTSA is reviewing claims that Tesla robotaxis speed in school zones, adding regulatory pressure on the service. |
Top 12 News Items
- Tesla Faces Probe Over Claim of Robotaxis Speeding in School Zones — Claims Journal
The National Highway Traffic Safety Administration is evaluating a petition that includes video of several incidents where Tesla Cybercab and Model Y vehicles using automated systems allegedly exceed posted speed limits in active school zones. The preliminary probe covers an estimated 1,000 vehicles from the 2026 model year. NHTSA has not yet decided whether to grant or deny the request for a full investigation. Tesla did not immediately respond to a request for comment. NHTSA has a separate investigation underway into the process and technical data Tesla relied on when it self-certified the Cybercab. Source: claimsjournal.com - Tesla scales Cybercabs in Texas and halts the number of Model Y Robotaxis — Tesla Oracle
By the end of September only 126 Cybercab units were operating in Austin while 420 Model Y Robotaxis were active. As of October 12 Tesla has registered 319 Cybercabs in Texas, bringing the total autonomous cars operating via the Tesla Robotaxi app in the state to 739. Tesla has paused the number of Model Y Robotaxis at 420. Tesla stated “Floodgates are opening” in response to sightings of multiple Cybercabs on an Austin street. Austin remains the only U.S. city where Tesla currently uses the Cybercab for autonomous ride-hailing. Source: teslaoracle.com - New homeowner takes over a Powerwall, then Tesla app 'can't find' the battery, gateway, or charger — Yahoo News UK
After buying a home with an installed Tesla Powerwall and being nominated as the owner, the new homeowner could not get the Powerwall, gateway or charger to appear in the app. Replies on the Reddit thread pointed to a lost internet connection and recommended using the setup app to reconnect the system. One user noted that the front cover must be removed carefully to access the Wi-Fi password for a Powerwall 3. Another suggested separating the 2.4 GHz and 5 GHz bands on the home router because many modern routers combine the bands by default. Source: uk.news.yahoo.com - Tesla pauses Model 3 Premium orders in Canada after using up its import quota; ordering expected to resume in March 2027 — r/teslamotors
Tesla has paused new Model 3 Premium orders in Canada after exhausting its import quota. Ordering is expected to resume in March 2027. The pause occurs despite more than 33,000 spots remaining in the quota allocation. Source: reddit.com - Tesla Rolls Out Tempting Model Y Lease Offers This October — Autoblog
Tesla introduced new lease offers for the Model Y this month. The offers apply to current inventory and new production vehicles. Source: autoblog.com - Tesla releases plans for Australia's largest EV charging hub — ABC News & Headlines – Australian Broadcasting Corporation
Tesla released plans for what would be Australia’s largest EV charging hub in Albury-Thurgoona. The site is intended to support growing electric vehicle traffic on major routes. Source: abc.net.au - Tesla’s centralized Supercharger payment kiosks arrive in Canada — Drive Tesla Canada
Tesla has begun installing centralized payment kiosks at Supercharger locations in Canada. The kiosks allow drivers to pay without using the vehicle screen or app. Source: driveteslacanada.ca - Tesla China Retail Sales Drop 9% in September, but Exports Surge 58% — Drive Tesla Canada
Tesla’s retail sales in China fell 9 percent in September compared with the prior year. Exports from the Shanghai factory rose 58 percent in the same period. Source: driveteslacanada.ca - Taiwan Power Firm Orders 260 Tesla Megapacks — TeslaNorth.com
Taiwan Power Company placed an order for 260 Tesla Megapacks. The utility-scale battery systems will support grid stability and renewable integration on the island. Source: teslanorth.com - Tesla’s Automations App Appears Ready for Release in Latest Software — Drive Tesla Canada
Tesla’s Automations feature is ready for international release but remains hidden behind a software flag. The app lists multiple triggers and actions that users will be able to combine once the flag is enabled. Source: driveteslacanada.ca
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.
- Cybercab Demo Shows Grok Handling Amazon Order During Ride — @Teslarati
In the clip a passenger says “Hey Grok” and asks the system to add laundry detergent to an Amazon cart. Grok confirms the task is finished before the ride ends. The demo shows the integration working at night while the vehicle drives itself. Source: x.com - New Cybercab Seats and ‘Very Cool Upgrades’ Coming Soon — Not A Tesla App
Tesla’s Cybercab chief engineer confirmed new seats are in development. Additional “very cool upgrades” are also planned for the purpose-built robotaxi. The updates were discussed during an X Takeover session. Source: notateslaapp.com - Tesla CEO Elon Musk has poured more than $276 million into supporting the Republican Party — Mk
Musk donated more than $276 million to political groups supporting Republicans and the PAC he founded since July. The largest single amount, $158 million, went to the Senate Leadership Fund in July and September. His total federal political donations in the 2025-2026 cycle now stand at about $366 million. Source: mk.co.kr - Tesla Cybertruck Driver Hauls His Son’s Drumline Gear, Logs 103 Miles, and Reaches a Charger With About 15% Battery — Torque News
The owner used the Cybertruck to tow a trailer estimated at 5,500 pounds for 103 miles total. The truck consumed 81 kWh and arrived at the charger with roughly 15 percent battery remaining. He started the day by charging from 73 percent to 89 percent and bought 120 chicken nuggets for the students. Source: torquenews.com - Tesla Cybertruck Driver Says He Towed 1,100 Miles Without Unhitching, but Made 14 Charging Stops — Torque News
The driver completed a Maryland-to-Delray Beach trip while keeping the trailer attached at every stop. The 14 charging sessions averaged 35 minutes each, with the longest lasting 80 minutes. Tesla’s navigation optimized the route for trailer-friendly Superchargers that allow pull-through charging. Source: torquenews.com
Short Spot
Tesla First Principles
Import quotas function as hard volume caps that reset on fixed schedules rather than as flexible demand signals. When a manufacturer exhausts its annual allotment for a given model, new orders must wait for the next cycle even if customer interest remains strong. Tesla’s pause on Model 3 Premium allocations in Canada illustrates the constraint: the company can sell only what the quota permits until March 2027, regardless of how many buyers are ready to transact.
The quota system therefore creates an artificial inventory cliff. Production continues at the factory, yet vehicles cannot be registered for Canadian buyers until the calendar advances. Dealers and customers experience the pause as a sudden stop rather than a gradual slowdown, and the company loses the ability to match supply with immediate demand. In markets with similar rules the same pattern repeats whenever a single model line consumes the entire yearly allowance.
Over time the mechanism favors vehicles that can be allocated across multiple quota categories or that carry lower per-unit import costs. Manufacturers that concentrate volume in one configuration risk hitting the ceiling earlier and idling sales momentum for months. Tesla’s decision to halt orders rather than shift allocations from other trims shows the quota acting as a binding production scheduler rather than a simple tariff.
Feedback welcome at @teslashortstime. |
