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Tesla Grabs Mind Share with Battery Storage Solutions

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Most home owners aren't looking to move off the grid, yet, charging with clean energy seems to be the biggest driving factor. (Photo Credit: Grant Gerke)

Most home owners aren’t looking to move off the grid, yet, charging with clean energy seems to be the biggest driving factor. (Photo Credit: Grant Gerke)

It’s been interesting to read and watch how corporate media, industry experts and financial analysts digest Tesla Energy’s battery storage solutions over the last seven days. Numerous media outlets are poking at Tesla’s business premise of a 7 and 10 kWH residential battery packs for your home, as they should be.

Here’s a very even-handed take by Dan Steigert, an energy professional, on the 7 kWh daily battery:

If you are getting this out of the battery every day for 10 years the price drops to $0.12/kWhr-cycle, again neglecting installation and inverter price. If this is truly the spec, this is an exceptional number. It is still more expensive than a genset—fossil fuel generator—because the genset can run @ $200/kW, and this is $1500/kW.

The residential battery packs are getting a LOT of attention, partly due to the lack of information at the PR event last Thursday in Hawthorne, Calif. For the last couple of months, I’ve been documenting the lack of a residential market for energy storage, think “community energy” and being able group 100 to 200 hundred solar houses and sell it back to the utility.

That residential market example doesn’t exist, yet.

Tesla-Logo-PowerWall-Event

Tesla Powerwall debuts at Tesla PR event in Hawthorne, CA on Aug 30, 2015.

However, utilities are fully engaged in offering commercial demand/response programs throughout the U.S to large companies and, since last Thursday, Tesla has received over 2,500 reservations for its PowerPack, the commercial and building storage solution.

Currently, Amazon is focusing on clean energy to power its data centers and will roll out a pilot program with Tesla Energy for 4.8 megawatts in Northern California. Tesla is also working with Jackson Family Wines and Target on pilot projects.

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“As part of Target’s support to our communities, we’re excited to partner with Tesla on a pilot test at select Target stores to incorporate Tesla Energy Storage as part of our energy strategy,” says David Hughes, senior grp. mgr., Energy Management, Target.

So, yes, Tesla Energy has to deliver a real business solution with these pilot projects and, of course, margins need win out. During Tesla’s conference call, Musk said, “Once we get Gigafactory up and running, and high volume and get the economies of scale working, this is just a guess, but maybe it’s somewhere around 20 percent (battery margins). It’s like we just don’t have enough information to say exactly what that would be (at this point).”

Also from the conference call are the similarities between the car packs and Tesla Energy packs and how that could help economies-of-scale.

JB Straubel, CTO at Tesla Energy, says, “Maybe one point on the cost structure. There’s definitely a lot of commonality in the supply chain and even in the manufacturing base on how we do the modules and sales for the Tesla Energy products along with the vehicle products.”

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Sounds promising, especially when Tesla is on record saying it should drive down battery costs by 30% when the Gigafactory is fully operational.

So, the company has to deliver but mind share is already there for the Silicon Valley company and its energy storage products. According to Bloomberg, Tesla Energy’s current reservations–no money down is needed–for both the home and commercial products would equate to $800 million if they could deliver immediately.

Ten years from now, who’s going to get credit for leading the clean energy battery storage drive? I doubt Panasonic and Sony and their much pricier battery storage solutions would roll off your tongue.

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"Grant Gerke wears his Model S on his sleeve and has been writing about Tesla for the last five years on numerous media sites. He has a bias towards plug-in vehicles and also writes about manufacturing software for Automation World magazine in Chicago. Find him at Teslarati

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SpaceXAI signs agreement with Anthropic for massive AI supercomputer access

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Credit: SpaceX

SpaceXAI announced today that it had signed an agreement with Anthropic to give the company access to its Colossus 1 data center in Memphis, Tennessee.

It is a monumental deal as Anthropic will gain access to all of the compute at the plant, delivering more than 300 megawatts of power and over 220,000 NVIDIA GPUs within the month.

Anthropic’s Claude AI account on X announced the partnership:

We’ve agreed to a partnership with SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.”

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The company is also:

  • Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;
  • Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and
  • Substantially raising its API rate limits for Opus models.

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SpaceX also published its own release on the new agreement, noting that it is “the only organization with the launch cadence, mass-to-orbit economics, and constellation operations experience to make orbital compute a near-term engineering program rather than a research concept.”

CEO Elon Musk also commented on the partnership and shed light on intense meetings he had with senior members of Anthropic last week, stating, “nobody set on my evil detector.”

This has turned the argument that SpaceX is as much an AI company as a space exploration company into a very valid argument:

SpaceX is following in Tesla’s footsteps in a way nobody expected

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Nevertheless, this is an incredibly valuable and important move in the grand scheme of things. AI scaling is fundamentally bottlenecked by compute, and demand for Claude has surged, bringing terrestrial power grids, land, and cooling operations hitting limits everywhere.

Anthropic has been aggressively signing multiple large-scale deals to be competitive in the space, including:

  • Up to 5GW with Amazon
  • 5GW with Google and Broadcom
  • Strategic $30b Azure deal with Microsoft/NVIDIA
  • $50b U.S. infrastructure investment with Fluidstack

Access to Colossus 1 gives Anthropic immediate relief on NVIDIA GPU capacity. For SpaceXAI, it turns its rapid buildout into revenue. It also showcases its ability to deliver at world-leading speed and scale.

Most importantly, it plants the seed that its much larger vision, orbital AI compute, is totally viable.

Starlink V3 satellites could enable SpaceX’s orbital computing plans: Musk

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Within the month, Anthropic will begin using 100 percent of Colossus 1’s compute, directly expanding capacity for Claude Pro and Max subscribers and the API. This means fewer limits, faster responses, and support for heavier workloads.

In the long term, meaning 2026 and beyond, there will be a continued rollout of other multi-GW deals Anthropic has signed, and an early exploration of orbital compute with SpaceXAI.

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Tesla unveils mysterious prototype at Giga Texas: Is the Model Y L coming to America?

The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.

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Credit: Joe Tegtmeyer | X

Tesla unveiled a mysterious prototype, covered up between a Model Y and a Cybertruck at Gigafactory Texas, perhaps giving yet another hint that the Model Y L is coming to America.

The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.

Giga Texas observer and drone operator Joe Tegtmeyer captured an image of the vehicle on May 6, showing a fully-covered prototype parked alongside a standard Model Y and a Cybertruck.

From top-down and angled views, the prototype appears nearly identical in scale to the Model Y but reveals noticeably distinct rear proportions—an elongated rear door that stretches farther over the wheel arch and rear glass that flows uninterrupted to the spoiler lip.

The side-by-side placement provides an immediate size reference. The mystery vehicle sits comfortably between the compact Model Y and the massive Cybertruck, suggesting it occupies a practical middle ground for families seeking more interior room without jumping to a full-size pickup.

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Enthusiasts quickly took to social media with guesses ranging from an extended-wheelbase Model Y to a potential station-wagon variant.

The sight of this prototype follows an earlier look at another shrouded body-in-white resting in a wooden shipping crate at the Giga Texas plant in late March.

That prototype appeared to display an elongated silhouette. Some analysis seems to show nearly exact dimensions as to what is reported for the Model Y L in the Chinese market, approximately 4.98 meters long with a 3.04-meter wheelbase, roughly seven inches longer overall than the U.S.-spec Model Y. The rear-door extension and glass-to-spoiler design were identical to the current sighting:

Tesla shows off mysterious vehicle at Giga Texas

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The Model Y L has already proven popular in China, where it launched in six- and seven-seat configurations and quickly ranked among the top-selling mid-to-large SUVs. Owners enjoy roughly 10 percent more cargo space and enhanced family versatility.

Tesla has remained silent on U.S. plans other than CEO Elon Musk saying it could come in late 2026, but localizing production at Giga Texas would make strategic sense.

With the Model X phase-out and steady Model Y output already humming along expanded lines, a longer-wheelbase variant could add tens of thousands of annual deliveries without major retooling.

The latest sighting arrives amid Tesla’s broader push to refresh its lineup. Whether this prototype represents the long-rumored Model Y L, a subtle Juniper-style update, or something entirely new remains unconfirmed.

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Yet the consistent visual cues—precise dimensional match, distinctive rear styling, and strategic placement at Giga Texas—point strongly toward an extended Model Y designed for American families who want extra space without sacrificing the Model Y’s efficiency and affordability.Tesla watchers will be monitoring future drone flights closely.

If the prototype is indeed the Model Y L, it could mark a significant expansion of the company’s best-selling vehicle and deliver the extra room many U.S. buyers have been requesting for years. For now, the blue tarp keeps its secrets—but the clues are getting harder to hide.

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Tesla Roadster gets an update, but not the one fans were looking for

Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.

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Credit: Dan Burkland

Tesla has been slow to show its hand regarding the massive project that is the Roadster, but it is now coming forth with a new update.

However, it is probably not the one fans were looking for.

Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.

The February 3 filing includes an inverted triangular badge with the word “ROADSTER” centered above four vertical lines that, according to the application, represent “speed, propulsion, heat, or wind.”

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A sleek, angular wordmark and a minimalist curved-line silhouette hinting at the car’s aerodynamic shape round out the trio of marks.

For a program that began with Elon Musk’s 2017 reveal, this is tangible forward motion. The original Roadster proved EVs could be thrilling; the next generation aims higher, with promises of sub-two-second 0-60 mph acceleration and, in its most extreme configuration, optional SpaceX cold-gas thrusters for rocket-like thrust.

The new trademarks suggest Tesla is now locking down the visual identity that will accompany those headline specs, as well as a small hint that maybe we’re finally getting close. However, the company has not revealed any progress on the vehicle itself or its specs to the public.

It continues to tease with developments like this one.

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That said, the update lands with a familiar bittersweet note. Fans have waited nearly a decade since the initial unveiling. Production was once eyed for 2020, then 2021, then later still. In the intervening years, Tesla has delivered the Model Y, Cybertruck, Semi, and major autonomy advances while scaling its energy business.

The Roadster has taken a back seat, and the delays have been genuinely disappointing. Many longtime supporters have grown frustrated watching renderings and hearsay while other marques roll out ever-faster electric sports cars.

Elon Musk talks Tesla Roadster’s future

Yet, the Roadster program itself still sparks genuine excitement. It represents the purest expression of Tesla’s “accelerate the world’s transition to sustainable energy” mission—pushing performance boundaries to prove EVs can outperform anything with an engine.

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The new branding, modest as it is, keeps that promise alive. It tells owners and prospective buyers that Tesla hasn’t forgotten the car that started it all.

No one would blame fans for wanting more than a logo right now. But in an industry where many concepts never leave the drawing board, the fact that Tesla continues to invest in and protect the Roadster’s identity is reason for measured optimism.

The wait has tested patience, but when the next-generation Roadster finally arrives, the new badge may well adorn one of the most exciting cars ever built. For those who have followed the journey this far, that payoff still feels worth it.

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