During an invite-only Goldman Sachs conference in San Francisco on Monday, Tesla Head of Investor Relations Martin Viecha shared some of the company’s plans for the next five years. He also provided some key insights about the company’s battery supply, both for its electric vehicle business and its energy division.
Details of the invite-only event were shared with Insider, which promptly outlined the executive’s points. According to the publication, Viecha focused on two key concepts that would be critical for the electric vehicle sector for the next five years. These two are battery supply and technology, as well as the manufacturing cost of electric vehicles.
Viecha highlighted that the industry would only grow as fast as its battery supply. Fortunately, Tesla has made a ton of headway in this aspect. The executive noted that Tesla typically allots about 90% of its battery cell supply for its electric vehicle program and around 10% for the company’s energy storage products. But while Elon Musk has brought up the issue of rising cost of battery materials in the past, Viecha noted that Tesla has actually managed to secure access to all the battery supply that its EV and energy business needs.
“For the first time I can remember, we can access all the supply we need for both businesses,” Viecha reportedly said.
When asked about how Tesla was able to improve its access to its battery supply, Viecha noted that the company’s deals with more suppliers helped a lot. Tesla had long been supplied by batteries from Panasonic, but in recent years, the EV maker has expanded its battery supply through deals with companies like CATL and LG Every Solution, which supply Giga Shanghai. More recently, rumors are also abounding that Tesla has a deal with BYD, another potential battery supplier for Giga Berlin.
Viecha noted that these battery companies are building capacity extremely quickly, which works for Tesla as the EV maker is also building out its operations very aggressively. “This is the most important part of how this industry can grow in the future. If the industry can 10X from here, the supply chain will need to 10X as well,” Viecha said.
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Tesla offers tasty Supercharging incentive as Q3 push continues

Tesla is offering a tasty Supercharging incentive on inventory Model 3 units in Canada as it continues to push sales in the third quarter.
In the United States, Tesla is preparing for the end of the $7,500 electric vehicle tax credit. While it is offering a multitude of incentives in the U.S. to help push sales of its vehicles before the credit goes away, it is not saving the deals for Americans exclusively.
Yesterday, the company announced it is now offering Free Supercharging for life on all Model 3 inventory in Canada, a massive incentive for those who would use the vehicle as a daily driver:
Unlimited road trips through Canada
Free Supercharging now on all Model 3 inventory 🇨🇦
— Tesla North America (@tesla_na) August 15, 2025
The deal would normally only apply to Superchargers located in Canada, meaning if a Canadian drove over the border into the United States and Supercharged, they would have to pay for it.
However, Tesla also confirmed that the charging deal would extend to the U.S. Canadians will be able to drive across the U.S. and Supercharge for free for the life of the vehicle.
Free Supercharging is such a great perk because the money an owner saves on charging factors directly into what they are saving if they were to own a gas car. While Supercharging and home charging are, on average, cheaper than filling up with gas, the savings are not massive.
When Supercharging is free, it can save consumers hundreds of dollars per month, especially if they plan to use the Tesla for their daily commute. Some people could fill their gas cars up two times a week to get to work, spending $80-$100 every five days on gas.
Tesla has been using incentives like this to push vehicles into customers’ hands. Q3 could be one of the best three-month spans in recent memory with the push it is making.
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Tesla is preparing to take on autonomy’s final boss
India’s city streets are notorious for their complexity and congestion.

If there is any sign that Tesla is now confident about its self-driving program, it would be this. As could be seen on Tesla’s Careers page, the company is now hiring Autopilot Vehicle Operators in Delhi and Mumbai, India.
As far as real-world traffic is concerned, one could argue that India’s city streets are the final boss of autonomous driving systems due to their complexity and congestion.
Tesla job openings
As per Tesla in its recent job openings, Prototype Vehicle Operators will be responsible for driving an engineering vehicle for extended periods and conducting dynamic audio and camera data collection for testing and training purposes. In both its job listings for Mumbai and Delhi, Tesla noted that successful applicants will be gathering real-world data on the weekends and around the clock.
Considering the job openings in India, Tesla seems to be intent on rolling out its advanced driver-assist systems like FSD in the country. This is quite interesting, as Tesla is not hiring Prototype Vehicle Operators in other territories that recently launched, such as the Philippines. Perhaps Tesla intends to tackle FSD’s final boss of sorts before rolling out FSD in other territories.
FSD’s rollout
Tesla’s autonomous driving program uses the company’s Full Self-Driving system, which is currently available on vehicles in North America and China. Tesla, however, has a more advanced version of FSD called Unsupervised FSD, which is currently being used in vehicles that are part of the Robotaxi pilot in Austin and the Bay Area.
Elon Musk has also recently announced on X that Tesla will be releasing FSD V14 in the coming weeks. He also shared a number of improvements that can be expected from FSD V14. “The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less,” Musk wrote in his post.
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Tesla Sweden finally makes IF Metall union give up 600-day strike
Tesla and the union have opened the door to resolutions that do not involve a collective agreement.

After nearly two years of industrial action and sympathy strikes, Swedish labor union IF Metall has stated that it is softening its stance in its dispute with Tesla. With this, Tesla and the union have opened the door to resolutions that do not involve a collective agreement.
Union chair Marie Nilsson told Sveriges Radio’s Ekot that while the preferred outcome remains a signed agreement, “other alternative solutions” are now on the table.
Union reconsiders rigid demands
The strike, which began over 600 days ago, has been marked by a series of strategic moves from both sides. IF Metall blocked Tesla’s access to license plates by targeting mail delivery, while Tesla bypassed the restrictions by importing vehicles in bulk through German ferries to Trelleborg, among other strategies.
Despite the high-profile tactics, the number of active strikers has been relatively small, just about 60 in total, as noted in a CarUp report. Tesla Sweden has also maintained that it does not intend to bow down to the union’s demands. Over the 600-day strike, Tesla Sweden has adapted its operations to get around the union and its allies’ strikes.
Possible paths to ultimate resolution
Nilsson, for her part, noted that IF Metall is now willing to explore alternatives, such as embedding industry-standard terms directly into Tesla’s employment contracts or shifting Tesla’s Swedish operations to a company that already has a collective agreement.
“You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” Nilsson stated.
IF Metall, if any, has acknowledged that Tesla has already improved working conditions in Sweden since the dispute began. Tesla Sweden has argued that its working conditions are already better than union standards, which is reportedly one of the reasons why very few company employees actually participated in IF Metall’s strike.
“There have been conversations throughout the journey where we compared our conditions. Tesla has adjusted details without going into details, they want to be a good employer, it’s about wages and conditions,” Nilsson stated.
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