Top 12 News Items

1. Worlds Largest Tesla Supercharger: 164 Stalls Toured: shattered.io
   The site in Lost Hills, California, packs 164 stalls onto roughly 30 acres. It runs on an 11 MW solar array and ten Tesla Megapacks. Tesla opened the first 84 stalls in July 2025 and finished the full build in late November 2025. Rows of covered stalls cross the lot, solar canopies shade many parked cars, and a block of pull-through bays serves drivers towing trailers. The station supports non-Tesla EVs that use the North American Charging Standard. The video comes from Tesla Owners Silicon Valley. Supercar Blondie summarized the visit with a mixed verdict, calling the location arguably the largest Tesla Supercharger in the world while suggesting it may not be the coolest and pointing to the Tesla Diner in Los Angeles as the more stylish stop. The channel that shot the footage also posted on X that the site is the first majority off-grid charger, powered by 10 Tesla Megapacks and 11 MW of solar. Source: shattered.io
2. Tesla posts part-time Robotaxi attendant jobs in Arlington, Irving, Dallas and Fort Worth: r/teslamotors
   Tesla listed part-time attendant positions across four Texas cities. The postings cover Arlington, Irving, Dallas and Fort Worth. Source: reddit.com
3. XPENG Beats Tesla in 2026 EV Satisfaction Study: Electric Cars Report
   XPENG topped the 2026 EV satisfaction study. The result placed XPENG ahead of Tesla in the annual ranking. Source: electriccarsreport.com
4. Tesla Megapack Sales to SpaceX Reach $626 Million as Committee Explores Closer Ties: TOKENPOST
   Tesla Megapack sales to SpaceX have reached $626 million. A committee is now exploring closer ties between the two companies. Source: tokenpost.com
5. Pilot, Tesla Open First Megacharger Site to Power Heavy-Duty EVs: The Buzz - Electric Vehicle News
   Pilot and Tesla opened the first Megacharger site for heavy-duty EVs in Georgia. The location marks the initial public installation aimed at Class 8 trucks. Source: thebuzzevnews.com
6. Tesla Plans Six New Superchargers in Malaysia by Year-End: Drive Tesla Canada
   Tesla plans six new Supercharger stations in Malaysia by the end of the year. The expansion adds to the existing network in the country. Source: driveteslacanada.ca
7. Tesla asks Australia to allow public-road autonomous vehicle trials in 2027 and to bring its AV safety law forward from 2029, citing FSD (Supervised) data from 160 million km: r/teslamotors
   Tesla asked Australia to permit public-road autonomous vehicle trials starting in 2027 and to advance its AV safety law from 2029, citing 160 million km of FSD Supervised data. The request references the accumulated supervised miles as supporting evidence for earlier regulatory approval. Source: reddit.com
8. European Tesla Semi to make its first public appearance in France at Connect Trucks 2026 in Deauville, Nov 3-4: r/teslamotors
   The European Tesla Semi will make its first public appearance at Connect Trucks 2026 in Deauville on November 3-4. The event will showcase the truck to European audiences. Source: reddit.com
9. Tesla’s Optimus needs a brain, a battery and a whole lot of aluminium: AL Circle
   Tesla’s Optimus requires a brain, a battery and substantial aluminium. The humanoid robot design depends on these core components for operation and structure. Source: alcircle.com
10. FSD v12 on Older Tesla Hardware: 5 Details That Matter: BASENOR - Tesla Accessories
    Five details matter for running FSD v12 on older Tesla hardware. The update brings specific changes for vehicles equipped with earlier compute platforms. Source: basenor.com
11. Tesla drivers used plug-in devices to unlock Full Self-Driving and face up to two years in prison: Yahoo Autos

The devices bypassed official activation requirements. Source: autos.yahoo.com

1. Tesla Cybercab Expansion Might Change The Case For Investing In Tesla Stock (TSLA): Yahoo Finance
   Cybercab expansion might change the investment case for Tesla stock. The growth in unsupervised operations could alter valuation models for the company. Source: finance.yahoo.com

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.

1. Palantir and national-security level protection for massive GPU sites - TSLAming questions why Palantir specifically for GPU site security and suggests treating such facilities at a national-security level.
   Protection should start with the power plant, substations and cooling systems because a building full of 1.2 million GPUs is only as safe as the power line feeding it. The post highlights that power infrastructure forms the critical vulnerability point for any large-scale AI compute installation. Source: x.com
2. Orbital compute at Terafab: 80% of chips to AI satellites, terawatt to orbit - TSLAming reports Elon said at the Terafab event that about 80% of chips will go to AI satellites with up to a terawatt a year headed to orbit.
   Power is easy in the right orbit due to near-constant sunlight, but cooling becomes much harder without air or water. The post notes that this orbital shift makes even Colossus 2 look like a starter kit by comparison. Source: x.com
3. xAI Colossus 2 power plant and memory chips as new bottleneck - TSLAming notes xAI stood up Colossus 1 in 122 days and is building its own power plant for Colossus 2.
   Elon said on the SpaceX call that memory chips are now the biggest bottleneck, so the pace-setter will be whoever can lock down every scarce piece at once. The post emphasizes that speed alone no longer determines leadership once multiple constrained components enter the picture. Source: x.com
4. Colossus 2 Adding Two More SpaceX AI Clusters, Says Elon Musk - Teslarati posted that Colossus 2 is getting two more SpaceX AI clusters.
   Gun Range will host 220K GB300s for training online by end of November, Spam will host about 200K GB300s for inference in a former Hormel plant online in December, for a total of roughly 1.2M Blackwells by year-end. The announcement came directly from Elon Musk on X. Source: x.com
5. Tesla And 2 More Founder Led Stocks To Watch - Simply Wall St highlights Tesla among founder-led stocks to watch.
   The piece groups Tesla with two other companies where founder involvement remains a key factor for investors. Source: simplywall.st

Also Today

Tesla Model S Line Torn Down in 46 Days for Optimus [2026]: tech-insider.org The Model S line was torn down in 46 days to make room for Optimus production. Source: tech-insider.org

Tesla Roadster's Rocket Thrusters Aren't New - These Guys Did It Nearly 100 Years Ago: CarBuzz Rocket thrusters on the Roadster follow a nearly 100-year-old automotive precedent. Source: carbuzz.com

Tesla Driver in Mexico Makes His Model Y Fly [VIDEO]: Not A Tesla App A Tesla Model Y lost control on a steep curve in Mexico City, crashed through a garage and flew off a ledge. Source: notateslaapp.com

What Happens If You Use Tesla's Emergency Drive Away Feature: Not A Tesla App Activating Emergency Drive Away triggers a service alert and charge port inspection that cost one owner $539 even without moving the car. Source: notateslaapp.com

Tesla Bull Larry Goldberg wrote a long open letter to Bernie Sanders and everyone who say that Elon Musk: The Times of India Tesla bull Larry Goldberg wrote a long open letter to Bernie Sanders and others who criticize Elon Musk. Source: timesofindia.indiatimes.com

Tesla Adds Grok Files to Intel Cars in Update 2026.38: Will It Be Enabled?: Not A Tesla App Software update 2026.38 added Grok files to Intel Model 3 and Model Y vehicles. Source: notateslaapp.com

Using a V2L adapter on your Tesla? Don't install update 2026.38.5.1 just yet: Tesla Mag Update 2026.38.5.1 breaks third-party V2L adapters. Source: tesla-mag.com

Could Rivian's Model 3 Moment Be Coming? Tesla Stock Climbed 1,364% in 3 Years.: Yahoo Finance Rivian’s potential Model 3 moment is compared against Tesla stock’s 1,364% climb over three years. Source: finance.yahoo.com

Tesla and SpaceX Built Wealth for Hundreds of Thousands, Musk Says: TeslaNorth.com Musk said Tesla and SpaceX built wealth for hundreds of thousands. Source: teslanorth.com

Musk Denies Reports that Optimus Orders Will Go Live in December: Drive Tesla Canada Musk denied reports that Optimus orders will open in December. Source: driveteslacanada.ca

Elon Musk Says Moon Mass Driver Could Exceed 1 Petawatt a Year: TeslaNorth.com Musk said a Moon mass driver could exceed 1 petawatt a year. Source: teslanorth.com

Rivian's Charging Network Grew 39% In A Year: InsideEVs Rivian’s charging network grew 39% in a year. Source: insideevs.com

The R2 Is Rivian's Key to Profitability, but It Won't Be Easy To Replace Tesla As the EV Champion: autoevolution The R2 is positioned as Rivian’s key to profitability while facing challenges displacing Tesla. Source: autoevolution.com

Tesla’s flying Roadster is a 'sideshow,' says longtime EV journalist: Detroit Free Press A longtime EV journalist called Tesla’s flying Roadster a sideshow. Source: freep.com

Man has turned his Tesla Cybertruck into one big Pikachu Pokémon wrap with entire truck covered in yellow: supercarblondie.com An owner wrapped an entire Cybertruck in a Pikachu Pokémon design. Source: supercarblondie.com

Short Spot

Merging SpaceX, Tesla makes more sense for Musk than its investors: The Hindu The proposed merger of SpaceX and Tesla aligns more closely with Musk’s personal incentives than with returns for Tesla shareholders. The structure would concentrate control and value in ways that favor the founder over diversified public ownership. Investors would face diluted exposure to Tesla’s core automotive and energy businesses without clear operational synergies. The move tests whether governance rules can constrain founder-led consolidation across separate public and private entities. Source: thehindu.com

Tesla First Principles

Large-scale Supercharger sites expose a basic constraint that vehicle range numbers rarely capture. The Lost Hills installation covers 30 acres with 164 stalls fed by an 11 MW solar array and ten Megapacks. That configuration turns the charger itself into a small power plant rather than a simple tap on the grid. Once the number of stalls exceeds what local utilities can reliably supply, on-site generation and storage become the limiting factor on how many vehicles can charge at once. The first 84 stalls opened in July 2025, with the full build completed in late November 2025, showing how quickly capacity can scale when solar and storage are integrated from the start.

The economics shift when solar and storage are sized to match stall count. Eleven megawatts of solar and ten Megapacks represent capital that must be recovered through utilization fees rather than through vehicle sales. Each additional stall increases both potential revenue and the required buffer of stored energy for evening and overnight peaks. The design therefore rewards sites that can maintain high throughput across twenty hours rather than those that simply add more plugs. Rows of covered stalls, solar canopies, and pull-through bays for trailers further illustrate how the physical layout supports continuous operation rather than peak-hour spikes alone.

Over time the same logic applies to any region where fast-charging demand grows faster than grid upgrades. Operators who control both the vehicles and the charging hardware can match generation capacity to fleet size without waiting for external approvals. Those who rely on third-party chargers face utilization limits set by someone else’s investment schedule. The 164-stall example shows the scale at which that difference becomes measurable in daily energy throughput rather than in marketing claims. Non-Tesla EVs that support the North American Charging Standard widen the customer base and accelerate payback on the on-site generation investment.

Feedback welcome at @teslashortstime.

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