News
JP Morgan admits Tesla’s Giga Press advantage, but posts strangely low output estimate
The advantages of Tesla’s Giga Press machines have been acknowledged by JP Morgan in a recent analysis, with the Wall St firm noting that the massive contraptions could very well be a game-changer for the electric car maker. However, amidst the firm’s optimism, JP Morgan’s analysis did feature something quite strange, particularly on estimates about the Giga Press’ annual output.
JP Morgan noted that it visited LK Tech, the largest die casting machine supplier in the market, for its analysis. The firm stated that it was able to meet the Founder and CEO of LK Tech and the Head of IDRA, the company’s Italian subsidiary that has so far provided Giga Presses in the Fremont Factory, Giga Berlin, and Giga Texas. Tesla’s Giga Shanghai has been spotted with Giga Presses that are branded with LK Tech.
JPMorgan analyses Tesla’s Giga Press 👇🏻$TSLA pic.twitter.com/cwc4eAzoMJ
— David Tayar (@davidtayar5) February 11, 2021
The Wall Street firm’s analysis showcased several insights that have been discussed by industry experts such as Sandy Munro in the past, such as the Giga Press’ capability to simplify Tesla’s vehicle assembly process by replacing 70 pieces of metal into a single-piece megacast. JP Morgan also acknowledged that with the Giga Press, Tesla could adopt a lightweight, cost-efficient, and more straightforward production process, giving it an edge against its competitors in the auto segment.
Things become more interesting when JP Morgan shared its estimates on the Giga Press’ output, however. In a section listed as “The Maths,” the Wall Street firm assumed that each Giga Press would be capable of producing one part every 4-5 minutes, or about 240-300 seconds. At this rate, the firm estimated that one Giga Press would have an annual output of 70-90k units, which meant that Tesla would need about 8-10 Giga Presses to manufacture 350k Model Y per year.
“Assuming the casting machine produces one body part every 4-5 mins, around 70-90k units of annual production can be generated from one Giga Press. Given two Giga Presses are needed for each Model Y (one front ad one rear body part), it is estimated that around 8-10 Giga Presses are needed for the production of 350k units of Model Y,” JP Morgan wrote.
This estimate is notably lower than what has been expected by the electric vehicle community, mainly since Die-Casting Machine #1 (DCM1), which was recently deployed in the Fremont Factory, has already been observed to have a cycle time of about 170-200 seconds as per drone videos of the contraption. This is already quicker than JP Morgan’s estimates, and this is also with the machine’s operations still being optimized.
Specifications of the Giga Press from IDRA also indicate that the machines could have a cycle time of ~80-90 seconds, allowing an output of 40-45 castings per hour or about 1,000 castings per day. Considering that Tesla is still in the process of mastering its house-sized machines, there seems to be a good chance that the electric car maker could produce 350k Model Y in one year using far less than 8-10 Giga Presses.
Check out DCM1’s operations as of late January in the video below.
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Elon Musk
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
Tesla’s final 350-unit Signature Edition closes the book on two cars that changed everything.
Tesla has announced a super limited Signature Edition run of 250 Model S Plaid and 100 Model X Plaid units as an invite only purchase in a bid to give its original flagship vehicles a proper send-off.
When the Model S first launched in 2012, the first 1,000 units sold were “Signature” editions that required a $40,000 deposit and cost nearly $100,000 each. Those early buyers were Tesla’s first real believers. This new Signature Edition deliberately echoes that moment, bookending a 14-year run with numbered collector hardware.
Both models are finished in an exclusive Garnet Red paint not available on any current Tesla production vehicle, with gold Tesla T badges up front, a gold Plaid badge and Signature badge at the rear, and a white Alcantara interior featuring gold Plaid seat badges, gold piping, Signature-marked door sills, and a numbered dash plate. The Model S adds carbon ceramic brakes with gold calipers. Every unit ships with Tesla’s Luxe Package, bundling Full Self-Driving (Supervised), four years of Premium Service, free lifetime Supercharging, and a Signature Edition key fob. Both are priced at $159,420, a roughly $35,000 premium over standard Plaid inventory.
The discontinuation is part of a broader strategic shift. At Tesla’s Q4 2025 earnings call, Musk described the decision as “slightly sad” but necessary, saying: “It’s time to basically bring the Model S and X programs to an end with an honorable discharge, because we’re really moving into a future that is based on autonomy.”
The Fremont factory floor that built these cars is being converted to manufacture Optimus humanoid robots, with a target of one million units annually.
Elon Musk
Tesla FSD in Europe vs. US: It’s not what you think
Tesla FSD is approved in the Netherlands, but the European version differs from what US drivers use.
On April 10, 2026, the Dutch vehicle authority RDW granted Tesla the first European type approval for Full Self-Driving Supervised, making the Netherlands the first country on the continent to authorize Tesla’s semi-autonomous system for customer use on public roads.
As Teslarati reported, the RDW approval followed 18 months of testing, more than 1.6 million kilometers driven on EU roads, 13,000 customer ride-alongs, and documentation covering over 400 compliance requirements. Tesla Europe had been running public demo drives through cities like Amsterdam and Eindhoven since early 2026, giving passengers their first experience of the system on European streets.
The European version of FSD is not the same software US drivers use. The RDW’s own statement is direct, noting that the software versions and functionalities in the US and Europe “are therefore not comparable one-to-one.” We’ve compile a table below that captures the most significant differences between US-based Tesla FSD vs. European Tesla FSD that’s based on what regulators and Tesla have publicly confirmed.
| Feature | FSD US | FSD Europe (Netherlands) |
| Regulatory framework | Self-certification, post-market oversight | Pre-market type approval required (UN R-171 + Article 39) |
| Hands requirement | Hands-off permitted on highway | Hands must be available to take over immediately |
| Auto turning from stop lights | Available — navigates intersections, turns, and traffic signals autonomously | Available in EU build — confirmed in Amsterdam demo footage handling unprotected turns and signalized intersections |
| Driving modes | Multiple profiles including a more aggressive “Mad Max” mode | EU build is more conservative by default and errs on the side of restraint when it cannot confirm the limit |
| Summon | Available — Smart Summon navigates parking lots to driver | Status unclear — not confirmed as part of the RDW-approved feature set; urban FSD approval targeted separately for 2027 |
| Driver monitoring | Camera-based eye tracking | Stricter continuous monitoring with more frequent intervention alerts |
| Software version | FSD v14.3 | EU-specific builds that must be separately validated by RDW |
| Geographic restriction | US, Canada, China, Mexico, Australia, NZ, South Korea | Netherlands only; EU-wide vote pending summer 2026 |
| Subscription price | $99/month | €99/month |
| Full urban FSD scope | Available | Partial — separate urban application planned for 2027 |
The approval comes as Tesla is under real pressure to grow FSD subscriptions globally. Musk’s 2025 CEO compensation package, approved by shareholders, includes a milestone requiring 10 million active FSD subscriptions as one condition for his stock awards to vest. Tesla hit one million subscriptions during its Q4 2025 earnings call, which is a meaningful start, but still a long way from the target. Opening Europe as a market for subscriptions, rather than just hardware sales, directly accelerates that number.
Tesla has said it anticipates EU-wide recognition of the Dutch approval during summer 2026, which would extend FSD access to Germany, France, and other major markets through a mutual recognition process without each country repeating the full 18-month review. That timeline is Tesla’s projection, not a confirmed regulatory outcome. As Musk acknowledged at Davos in January 2026, “We hope to get Supervised Full Self-Driving approval in Europe, hopefully next month.”
News
Tesla’s troublesome Auto Wipers get a major upgrade
Tesla has quietly deployed a major over-the-air (OTA) update across its entire fleet, implementing a new patent that could finally solve one of the most complained-about features in its vehicles: the Auto Wipers.
One of Tesla’s most complained-about features is that of the Auto Wipers, but they have recently received a major upgrade that impacts every vehicle in the company’s fleet, a company executive confirmed.
Tesla has quietly deployed a major over-the-air (OTA) update across its entire fleet, implementing a new patent that could finally solve one of the most complained-about features in its vehicles: the Auto Wipers.
Confirmed by senior Tesla AI engineer Yun-Ta Tsai on April 10, the improvement is based on patent US 20260097742 A1. It introduces an “energy balance model” that adds a tactile, physics-driven layer to the existing camera-based system—without requiring any new hardware.
🚨 Tesla has already implemented a new patent that improves the accuracy of the Auto Wiper system https://t.co/QjjKHKxSNv pic.twitter.com/mEbd04oJAu
— TESLARATI (@Teslarati) April 10, 2026
Tesla drivers have griped about auto wipers since the company ditched traditional rain sensors in favor of Tesla Vision around 2018.
Owners routinely report the wipers failing to activate in light drizzle or mist, leaving windshields streaked and visibility dangerously reduced. Just as often, they formerly blasted into high-speed mode on dry, sunny days, screeching across glass and risking scratches or premature blade wear.
This is a rare occurrence anymore, but many owners still report the feature having the wipers perform at the incorrect speed or frequency when precipitation is falling.
Tesla has tried repeatedly to fix the problem through software alone.
Early “Deep Rain” initiatives and the 2023 Autowiper v4 update used multi-camera video and refined neural networks, with Elon Musk promising “super good” performance. The 2024.14 update added manual sensitivity boosts, and later FSD versions claimed further gains. Yet complaints persisted.
Elon Musk apologizes for Tesla’s quirky auto wipers, hints at improvements
Vision systems struggle with edge cases—glare, bugs, reflections, or faint mist—because they rely purely on visual inference rather than physical detection
The new patent takes a different approach. The car’s computer constantly measures electrical power delivered to the wiper motor. It subtracts predictable losses—internal motor friction, linkage drag, and aerodynamic resistance—leaving only the friction force between the rubber blade and windshield glass.
Water lubricates the glass, sharply reducing friction; dry or icy surfaces increase it dramatically. This real-time “tactile” data acts as an independent check on the camera’s visual cues, instantly shutting down false triggers on dry glass and fine-tuning speed for actual rain.
The system can also detect ice and auto-activate defrost heaters, while long-term friction trends alert drivers when blades need replacing.
By fusing vision with precise motor-load physics, Tesla has created a hybrid sensor that is both elegant and cost-free. Owners have waited years for reliable auto wipers; this OTA rollout may finally deliver them.
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
Tesla FSD in Europe vs. US: It’s not what you think
