Lifestyle
Tesla is going to light solar on fire
Here we go again!
AC verses DC, much like Mac verses PC, is a tale as old as time. Battles fought, but the war never won. We use both everyday depending on the use and application. Each current has its place.
Energy is a pretty hot topic these days and solar is poised to become the next great battleground for the Current War. Much like it has always been, most people spend little time thinking about electrical currents. They plug something into something else and it typically just works. EV and solar aficionados on the other hand are keenly aware of the difference.
Here is a general and very basic reminder of the difference between the two currents: Typical solar panels, by their nature, have a direct current (DC) output. Household circuits and electric utility service lines use alternating current (AC). An inverter converts DC from a solar panel into household AC. String inverters handle the current conversion for a group of panels, while micro-inverters convert the current for each individual panel. Some panel manufacturers offer micro-inverters mounted on each panels and designate them as AC panels. In general, these two configurations have similar efficiency but offer unique sets of benefits for how they are used, installed, and maintained. It is important to note that each time current is converted to AC from DC and vice verse, there are losses in efficiency.
Batteries for solar arrays are similar to the panels in the sense that they are also DC by nature. These too need an inverter to get from DC to AC. There are even some that are packaged with built-in charger/inverters and marketed as “AC batteries”.
It is widely accepted that batteries are integral to the viability of solar as sustainable energy solution. Additionally, the best place for solar arrays are at their point of use, i.e. homes, office buildings, and garages. Battery storage is the key component for bridging the gap of time between energy production and use.
In a residential application the Current War is a matter of how far DC should be carried into a home, when and where it should be converted, and how many times it needs converted.
As a challenge for manufacturers and system designers, every system configuration needs to be unique to the user’s needs and goals. Some solar manufacturers have addressed the different complexities by converting everything to AC as quickly as possible. This makes a system very easy to configure, install, and expand. Each panel has a micro-inverter that essentially ties into a household AC system directly. “AC batteries” compliment this system by also tying into the house AC system directly. The generation and storage can both be easily scaled up or down based on a user’s needs. Working with AC is considered safer than with DC, which add to the reasons for why this method is appealing. The downside comes from converting current twice between the panels and the batteries, resulting in a slight reduction in efficiency.
Ironically, Tesla is expected to make a big push for a very DC-focused system, integrating a bunch of functions and elements. Nikola Tesla might be turning in his grave. Their goal is to limit the current conversion to a single point at the most downstream point possible, immediately before entering the household AC system.
Everything but the motor and onboard charger in a Tesla vehicle uses DC. Supercharging is achieved through DC and bypassing the onboard charger. The Tesla Powerwall is DC. Solar panel output is DC. It’s pretty obvious why Tesla is growing it’s DC ecosystem.
Energy generation and storage stay on the same side of the inverter. Additionally, Tesla is expected to switch another element to the DC side; the vehicle wall charger. Removing the current conversion bottlenecks will enable the vehicle to charge directly from the DC home battery to the car’s DC battery. I like to think of it as a dam exploding and releasing it’s reservoir of electrons, turning a trickling stream into a raging river!
Speculation is also swirling around the idea of vehicle-to-grid power. This would open a whole new realm of possibilities. It’s hard to say what use Tesla will make of this technology, but it could be possible to use your Tesla vehicle battery to power your home if the grid fails, or even send energy back to grid during demand spikes.
For comparison, lets look at how an AC-focused system would compare to a DC-focused system in everyday use for a house with a Tesla vehicle from the vantage of an electron (keep in mind that these two examples hardly represent the entire spectrum):
Current Conversion Points:
AC:
- Solar panel generates DC current
- Unused mid-day Solar DC current converted to household AC at the panel
- Household AC converted to DC at the house battery as excess storage
- House battery DC converted back to household AC at night to charge your vehicle
- Household AC converted to DC in the vehicles onboard charger and sent to vehicle battery
DC:
- Solar panel generates DC current. Unused mid-day solar DC sent to house battery as excess storage. Then the same current flows from your house battery to your car battery.
Zero conversions in the DC ecosystem compared to four conversions in the AC ecosystem. No loss of efficiency. No bottlenecks. Pretty slick, right?
Yeah, I didn’t address what happens when your DC house battery is low and you draw from the grid and need an AC to DC conversion. Tesla is expected to seamlessly integrate this capability into their system. One conversion is still better than four.
Both systems will have their share of advocates, and neither of them should be seen as universally ‘wrong’. It comes down to which configuration would best suit the needs and goals of its user. One major comparison between the two systems is the number of components and the likelihood of complete system failure should one single component stop working.
With an AC system, you have a lot of conversion points, but they are fairly independent. If one fails, the rest still work and your system can still function.
With a DC system, you may have one single inverter. If it fails, your entire system fails.
With varying degrees of grid reliability or “prepper” mindfulness, the spectrum of system variations can address every need. The Tesla DC ecosystem will be best used by Tesla vehicle owners. The list of which is about to explode. Not unlike that electron dam.
Tesla’s Automatic Collision Evasion feature can be seen in one of the first owner videos of it in action.
Tesla owner Spencer (@scotsrule08) posted on Monday that the feature “worked flawlessly,” saying FSD reengaged itself just as he was about to hit a curb. Ashok Elluswamy, who leads Tesla’s AI team, shared the clip and wrote, “A guardian angel always looking out for you.”
The video arrives in the middle of a staged rollout. Tesla first shipped Automatic Collision Evasion with FSD (Supervised) v14.3.9 in software update 2026.27.6 earlier this month, which Teslarati covered as it reached cars. Update 2026.27.10, which began going out on September 19, carried the feature improvements with FSD v14.3.10, according to release notes tracked by Not a Tesla App. The newer 2026.27.11 build is now reaching another wave of vehicles.
The new Automatic Collision Evasion feature worked flawlessly! FSD reengaged itself just as I was about to hit a curb.
Kudos @Tesla_AI team! 👏 pic.twitter.com/Fbp15HhpL2
— Spencer (@scotsrule08) September 28, 2026
The feature only runs on HW4 vehicles, and it requires an active FSD purchase or subscription with both FSD (Supervised) and Automatic Emergency Braking enabled. HW3 owners receive FSD v14.2 Lite in the same updates, but that build does not include collision evasion.
Tesla’s release notes describe two triggers. The first is an imminent frontal collision that braking alone may not prevent, in which case the car can activate FSD to steer, brake or accelerate around the hazard. That scenario is limited to highways below 85 mph, with no pedestrians or cyclists detected and no slippery road surface. The second covers a driver who appears inattentive, such as reaching into the back seat, or who seems to have switched off FSD by accident. Spencer’s curb clip appears to fall into that second category.
Tesla plans big safety improvements for Full Self-Driving v15
Once the system takes over, the accelerator is muted and light brake input will not cancel the maneuver. Drivers need to apply firm, deliberate steering force to take back control, and the car chimes to hand control back once the danger has passed.
Elluswamy recently noted that earlier hazard prediction, faster reaction time and better collision avoidance would arrive with FSD v15, the next major version.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
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