Tesla owners are no stranger to aftermarket modifications. Whether they are performance-based or cosmetic, owners of the electric vehicles are always looking for ways to set their cars apart from the others. While the cosmetic modifications are usually pretty simple because they only change the appearance of a vehicle, the performance adjustments are a bit more complicated because they completely revise the way the system operates. Tesla decided to put a stop to the performance revisions altogether by releasing a software update that would inhibit the simple plug-in systems from functioning correctly.
Thinking about it, it reminded me of a previous newsletter that I wrote a few months ago. I talked about how Tesla was blocking salvaged vehicles from Supercharging in an attempt to make them less appealing to those who were interested in buying them and fixing them up for a discounted price. While it was a great project for some people, Tesla had to realize that salvaged vehicles are rarely fixed “perfectly” and that they usually have some small issues even after they are deemed to be functional. Tesla had to think about themselves first, and for a good reason. If someone were to crash a salvaged Tesla that was not wholly “fixed,” it would be blamed on them and not on the person who attempted to repair the vehicle. The headlines would blame the company, and it would add to a long list of misunderstandings with Tesla’s cars. It was merely smarter for them to try and make the vehicles less appealing through no Supercharging.
Tesla, when you think about it, really had to do the same thing with these aftermarket upgrades. While the company released a $2,000 Acceleration Boost for the Model 3 a few months back, they have ultimate control over what the vehicle’s new capabilities are. They decide how much extra horsepower to give the car, and how much speed the car should be capable of. This puts the risk into the company’s hands as much as the driver’s hands.
If a third-party company comes along and decides to manufacture a simple plug-in that will take the performance of a Tesla to new heights, it is sure to attract some buyers. Owners of the Performance variants of the car are surely going to be more interested in upping the already lightning-fast speeds the vehicle is capable of. While this is all good and fun for the owners, Tesla, as a company, assumes a lot of risks, and it is only reasonable to think that stopping it is the best strategy.
Think about a scenario here: Imagine a Tesla Model 3 Performance owner deciding that what their car is capable of is not enough anymore. They decide to go online and purchase a plug-in for their Model 3 that will increase acceleration and top speed, and they choose to put it to the test one evening. While traveling at speeds over 130 MPH, the driver loses control of the car and crashes into another vehicle, hurting someone in the car.
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The first thing that is synonymous with Teslas and car accidents is the overwhelming flood of people who immediately think the car was on Autopilot. Mainstream media outlets will talk about how the car could have been traveling on Autopilot and TSLAQ will immediately eat it up without any confirmation. The NHTSA would be the only agency that would be able to tell if the car was traveling on Autopilot through an investigation. However, that could take days, weeks, or even months to happen.
Then, you’d have some people complaining about Tesla’s performance standards, and why some of their cars equip unnecessary amounts of speed and acceleration. Not that it is anyone’s business, but when someone buys a car because it is fast, they more than likely know that they are putting themselves at risk, especially if they chose to drive it quickly. This argument would more than likely be small and not based off of much logic, to begin with, because fast cars exist everywhere and every car company makes them in some form or another.
However, Tesla would have to deal with the issues and speculation that would suggest that their cars are too fast for the owner’s good. The company is already under a microscope because every time a Tesla is in an accident, it seems like someone somewhere is talking about it.
These aftermarket plug-ins are also tricky because while the company that makes them probably knows what they are capable of, they are not entirely “compatible” with a Tesla powertrain to begin with. Only Tesla knows everything that goes into their cars and the software that helps them function. There really isn’t much of a reason to gamble on ruining the powertrain of a Tesla all for a few extra miles per hour, but that is just me. I would think that it is too much of a risk, and I wouldn’t want my hard-earned money going to waste, especially if a plug-in can compromise the way my vehicle works.
I think the update to keep these plug-ins from functioning is entirely understandable. Tesla is playing damage control. Ultimately, anything that happens to malfunction on the plug-in, or if the driver were to make an error and it would result in an accident, the blame would go onto Tesla.
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Elon Musk
Tesla reveals Optimus Academy, where robots teach themselves
Tesla has begun building production quality Optimus robots in Fremont and revealed its training plan.
Tesla has started building Optimus on the high volume line it set up inside its Fremont factory, and the company says the robots coming off it are the first that meet the bar for a real product. “The bots coming off this line are the first production-quality bots that we have manufactured,” Tesla wrote in its third quarter shareholder letter, adding that it has “proven that the current manufacturing process for Optimus is suitable for a commercial product.”
The line sits in space that built the Model S and Model X until this spring. Tesla cleared the old vehicle line in 46 days, as Teslarati reported in July, to make room for robot production sized for one million units a year. On Wednesday’s earnings call, Elon Musk said most of the equipment for that capacity is already in Fremont, with output set to climb toward roughly 20,000 robots a week as the line ramps.
Musk described the ramp as a classic S curve. “The growth of Optimus is an S curve, but the initial curve is a shallow slope,” he said. The team is now refining the robot’s AI, electromechanical design, reliability and service life, and Musk expects that work to be finished by the end of next year, when Tesla plans to start delivering Optimus to outside companies for dangerous, repetitive and around the clock jobs.
The most interesting part of the call was how Tesla plans to teach the robots. Its cars send real driving data back to the AI team from millions of vehicles, but Optimus has no fleet like that yet. “A big difference with Optimus versus the cars is we don’t have this vast fleet of cars from which we can gather training data,” Musk said. Tesla’s answer is an Optimus Academy, where 10,000 to 20,000 robots will practice a wide range of tasks and feed what they learn into the next version of the model. Every unit off the Fremont line becomes a source of that training data.
Smarter hardware is on the way too. Tesla plans to put its AI5 chip into Optimus next year, and Musk said a new Optimus video should arrive within one or two months showing the robot completing tasks driven by AI rather than preprogrammed motions. He took aim at rival humanoid demos that only run scripted routines, saying those would not hold up in the real world.
The supply chain is lining up behind the program. In September, Tesla certified Tuopu, Joyson and Sanhua as mass production partners for Optimus components. A far larger Optimus factory is also rising at Giga Texas, where drone footage from Joe Tegtmeyer showed the steel frame nearing completion, and Musk has pegged that plant’s long term target at 10 million robots a year.
Tesla executives also said Optimus production costs are trending toward the expected manufacturing cost of Cybercab, a sign the robot is being engineered for volume from the start. The hands remain the toughest piece of the design, a point Musk also made at the X Takeover event earlier this month, as Teslarati covered at the time, and that is where much of the current engineering effort is focused.
Elon Musk
The Starship moon landing number NASA and Elon Musk can’t agree on
Musk disputes NASA estimate of 22 Starship launches for Moon landing, predicting 6 to 8.
Elon Musk is disputing a new NASA safety panel estimate of how many Starship launches it will take to put astronauts on the Moon, saying the real number will be less than half the panel’s figure.
On Thursday, NASA’s Aerospace Safety Advisory Panel held its quarterly public meeting. Panel member Charlie Precourt, a former NASA astronaut, flagged the fueling process for SpaceX’s lunar lander as a major risk for Artemis IV, the mission planned to land a crew on the Moon in 2028. “We need to keep our eyes on numerous required fuelings for the lander,” Precourt said, according to Ars Technica. “I think the last estimate is around 22 flights.”
Ars Technica’s Eric Berger posted the comment on X, and Musk replied. “That’s way too high,” Musk wrote. “Actual number will be more like 6 to 8.”
The disagreement comes down to a basic problem with sending a ship as large as Starship to the Moon. Starship burns nearly all of its propellant just reaching Earth orbit, so it cannot continue on to the Moon without stopping for a refill. SpaceX’s answer is a gas station in space. First, a Starship that works as a storage tank, called a depot, is launched into orbit. Then a series of tanker Starships launch one at a time, dock with the depot and pump their leftover propellant into it. Once the depot is full, the lunar lander version of Starship launches, docks, fills up and heads for the Moon.
Every tanker trip is its own full rocket launch, which is why the count matters. More launches mean more time, more cost and more chances for something to go wrong before astronauts ever leave Earth. Berger estimated that even if SpaceX reaches twice weekly Starship launches by the end of 2027, filling a depot at the panel’s number would still take roughly three months.
How many tankers are needed depends mostly on how much propellant each one can carry to orbit and how much is lost along the way. Starship’s fuel and oxygen are stored at extremely cold temperatures, and some of it slowly boils off while waiting in orbit. More is lost in each transfer. NASA appears to be working from what Starship can lift today, while Musk’s range assumes a more capable rocket.
Musk has pushed back on higher counts before. In 2021, after a government document suggested 16 launches, he called that “extremely unlikely” and said eight tankers would be the most required.
Much of the answer depends on hardware SpaceX has not finished flying. As Teslarati noted earlier this year, the company plans to carry out the refueling process with its upgraded V3 Starship, and Precourt described Artemis IV as carrying “a large number of firsts.” He also praised NASA Administrator Jared Isaacman’s team for working to clear obstacles for both SpaceX and Blue Origin, whose Blue Moon lander does not rely on orbital refueling for its first mission.
Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla reveals Optimus Academy, where robots teach themselves
The Starship moon landing number NASA and Elon Musk can’t agree on
