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Tesla pledges to keep Ukrainian workers’ employment and salary if they serve in military
Tesla employees from Ukraine who have been asked to return to their country to fight in the ongoing war against Russia will keep their employment and be paid their salary for three months. Following the three months, Tesla would reassess the conflict in the region and their employees’ situation to decide what should be done next.
“For any Tesla employee who is a Ukrainian national and has been asked to return to Ukraine for active duty as a reservist, we will maintain their employment and salary for 3 months, with a view to assessing after this period as needed,” the email read.
The message was related in an email sent by Axel Tangen, Tesla’s director of Northern Europe. The message was sent on Monday to employees in the Europe, Middle East, and Africa region, 12 days into the Russian invasion of Ukraine.
Apart from assuring Tesla employees that they will be keeping their employment if they fight in the war, Tangen’s email also extended praise to Tesla workers who helped SpaceX set up Starlink terminals in the country. According to the email, Tesla’s Energy team assembled and provided Tesla Powerwalls to help run Starlink equipment in Ukraine.
Tesla’s Energy team used PV inverters given by the company’s certified installer network, pre-made DC cables given by a Supercharger Installation Partner, and AC cables made out of scrap from Giga Berlin to help set up Starlink stations in Ukraine. With a fleet of Powerwalls supporting the Starlink stations in the country, Ukraine would likely be able to maintain its connection to the internet even when power interruptions happen.
Following is Tangen’s email in full (as retrieved and shared by CNBC).
Date: March 7, 2022 [Time redacted]
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Subject: Conflict Support
To: DL-EU-NO-All
From: Axel Tangen
Hi Team,
Sharing this message from Joe Ward and Mariam Khalifa:
As you know, Tesla is committed to do the right thing. Whilst the situation in Ukraine is evolving, we wanted to share with you what actions are being taken to support those impacted by the conflict.
Many folks have reached to understand how they can contribute, which is awesome. It’s important we show them how we as a company are helping, what resources we have in place, and how they can also proactively support themselves. Big thanks to all of the teams that have contributed to these efforts so far – true Tesla spirit on display.
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*As a priority HR EMEA team members have been connecting with employees impacted as well as their managers to ensure we check in. We will continue to ensure we provide meaningful and targeted support for our employees.
For any Tesla employees who is a Ukrainian national and has been asked to return to Ukraine for active duty as a reservist, we will maintain their employment and salary for 3 months, with a view to assessing after this period as needed.
*Tesla has opened free Supercharging at stations bordering Ukraine to support those impacted by the recent invasion. Within hours of implementation, Tesla emailed local owners announcing that several Supercharger stations near Ukraine could be used by Tesla and non-Tesla electric vehicles, free of charge. Although Tesla does not officially operates within Ukraine, any of the country’s estimated 5,000 Tesla owners can access free Supercharging at select stations in Poland, Hungary Slovakia.
*Tesla teamed up with SpaceX to provide coverage expansion for its Starlink services to help provide an alternative internet infrastructure.
*Volunteers across the Giga Berlin and Germany Service team responded quickly on Sunday to test, configure, pack and ship several hundred Starlink units which have already been gratefully received by Ukraine’s Digital Transformation Minister. In true Tesla fashion, the solution has been put together in less than 3 days.
*On top of this the Energy team supplemented the Starlink roll out with a fleet Powerwalls. The system included PV inverters given by our Certified installer network, pre-made DC cables given by one of our Supercharger Installation Partners and AC cables made out out of scrap from Giga Berlin. All of it assembled by a team of (40+) volunteers from across the EMEA organization, committed to doing what they can to support.
*In addition, we have reinforced Tesla EMEA Employee Assistance Programme. The Programme offers counseling and numerous resources and support for employees.
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Lastly, employees can of course support by making cash donations to reputable relief organizations responding in Ukraine, this is not an exhaustive list and you can of course make donation to an organisation of your choice.
UNCHR
UNICEF
Red Cross
World Food Program
World Health Organization
If you have any further thoughts or ideas with regards how we can be supporting our employees and those impacted by the crisis, please do not hesitate to connect with us.
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The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
