

News
Even Tesla underestimates the Model Y’s real potential demand in Europe
The Tesla Model Y may be the electric car maker’s most understated vehicle in terms of exterior design, but it is also the one that is most ambitious in terms of its target market. This is because the Model Y is competing in the crossover segment, a market that is incredibly popular in regions such as the United States, Europe, and China.
But if a recent report from Germany is any indication, it appears that Tesla may actually be underestimating the real potential of the Model Y in Europe, especially when Gigafactory Berlin comes into the picture.
German publication Spiegel Online, one of the country’s most widely-read news websites, recently managed to test and review the new all-electric crossover. The publication’s findings on the Model Y were similar to other insights that have been published about the vehicle: the Model Y is no Model X in terms of fanciness, but it’s a solid vehicle that can be appreciated by mainstream consumers.
Being a crossover, the Model Y must excel in both performance and utility, and it must be a compelling vehicle for families that are fond of the ultra-popular SUVs on the market today. Tesla’s newest vehicle does this, thanks to its clever design that gives it a cavernous interior and luggage space, as well as its bleeding edge tech that’s represented by its over-the-air software updates and novel features like Autopilot.
But, as Spiegel Online noted, the Model Y today is still somewhat weighed down by the vehicle’s build quality. The vehicle is currently only being produced in Tesla’s Fremont factory, and while its quality is already far better than the early-production Model 3s, there is still ample areas for improvement. This is something that was highlighted by automotive teardown expert Sandy Munro, who analyzed every aspect of the all-electric crossover.
While the Model Y will most definitely be a strong contender in the premium crossover EV segment, the publication noted that the vehicle would only get more compelling if it has a “Made in Germany” seal of approval. Such will be possible when Gigafactory Berlin starts its operations and begins building Made-in-Germany Model Ys for the European market.
German made cars are noted for their performance and quality. There is a reason, after all, why luxury brands such as Mercedes-Benz and Audi call Germany their home. The automotive industry is practically embedded in the country’s culture, and this is something that Tesla can use to its own advantage with its Berlin electric vehicle factory. Simply put, there is a pretty significant chance that Tesla’s Gigafactory Berlin-made Model Y will be built with the same standards and quality as other German automobiles.
So far, Teslas are already performing well in Europe, with vehicles like the Model 3 ranking well in the overall EV sales of several countries in the region. With Tesla fully nailing even the vehicle’s more subtle factors such as panel alignment and paint quality, there is a very good chance that demand for the company’s EVs, most especially mainstream ones like the Model Y, will be pleasantly greater than expected.
Elon Musk
Elon Musk: Self-sustaining city on Mars is plausible in 25-30 years
Musk noted that true self-sufficiency requires Mars to develop “all the ingredients of civilization.”

Elon Musk has stated that a self-sustaining human settlement on Mars could be established in 25-30 years, provided launch capacity increases dramatically in the coming decades.
Speaking at the All-In Summit, the SpaceX CEO said building a self-sufficient colony depends on exponential growth in “tonnage to Mars” with each launch window, highlighting Starship’s role as the company’s pathway to interplanetary initiatives.
Mars settlement goals
Musk noted that true self-sufficiency requires Mars to develop “all the ingredients of civilization,” from food production to microchip manufacturing. Starship Version 3 is expected to support the first uncrewed Mars test flights, while future iterations could reach 466 feet in height and deliver larger payloads critical for settlement. Ultimately, Musk stated that an aggressive timeline for a city on Mars could be as short as 30 years, as noted in a Space.com report.
“I think it can be done in 30 years, provided there’s an exponential increase in the tonnage to Mars with each successive Mars transfer window, which is every two years. Every two years, the planets align and you can transfer to Mars.
“I think in roughly 15, but maybe as few as 10, but 10-15-ish Mars transfer windows. If you’re seeing exponential increases in the tonnage to Mars with each Mars transfer window, then it should be possible to make Mars self-sustaining in about call it roughly 25 years,” Musk said.
Starship’s role
Starship has flown in a fully stacked configuration ten times, most recently in August when it completed its first payload deployment in orbit. The next flight will close out the Version 2 program before transitioning to Starship Version 3, featuring Raptor 3 engines and a redesigned structure capable of lifting over 100 tons to orbit.
While SpaceX has demonstrated Super Heavy booster reuse, Ship reusability remains in development. Musk noted that the heat shield is still the biggest technical hurdle, as no orbital vehicle has yet achieved rapid, full reuse.
“For full reusability of the Ship, there’s still a lot of work that remains on the heat shield. No one’s ever made a fully reusable orbital heat shield. The shuttle heat shield had to go through nine months of repair after every flight,” he said.
News
Tesla Model Y may gain an extra 90 miles of range with Panasonic’s next-gen battery
The Japanese company is pursuing an anode-free design.

Panasonic is developing a new high-capacity EV battery that could potentially extend the range of a Tesla Model Y by 90 miles.
The Japanese company, one of Tesla’s key battery suppliers, is pursuing an anode-free design that it says could deliver a “world-leading” level of capacity by the end of 2027.
Panasonic’s anode-free design
The technology Panasonic is pursuing would eliminate the anode during the manufacturing process, as noted in a Reuters report. By freeing up space for more active cathode materials such as nickel, cobalt, and aluminum, the Japanese company expects a 25% increase in capacity without expanding battery size.
That could allow Tesla’s Model Y to gain an estimated 145 kilometers (90 miles) of additional range if equipped with a battery that matches its current pack’s size. At the same time, Panasonic could use smaller, lighter batteries to achieve the Model Y’s current range.
Panasonic also aims to reduce reliance on nickel, which remains one of the more costly raw materials. A senior executive previewed the initiative to reporters ahead of a scheduled presentation by Panasonic Energy’s technology chief, Shoichiro Watanabe.
Tesla implications
The breakthrough, if achieved, could strengthen Panasonic’s position as Tesla’s longest-standing battery partner at a time when the automaker is preparing to enter an era of extreme scale driven by high-volume products like the Cybercab and Optimus.
Elon Musk has stated that products like Optimus would be manufactured at very high scale, so it would likely be an all-hands-on-deck situation for the company’s suppliers.
Panasonic did not share details on production costs or how quickly the new batteries might scale for commercial applications. That being said, the Japanese supplier has long been a partner of Tesla, so it makes sense for the company to also push for the next generation of battery innovation while the EV maker pursues even more lofty ambitions.
Elon Musk
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean

Tesla (NASDAQ: TSLA) is being called “the biggest meme stock we’ve ever seen” by Yale School of Management Senior Associate Dean Jeff Sonnenfeld, who made the comments in a recent interview with CNBC.
Sonnenfeld’s comments echo those of many of the company’s skeptics, who argue that its price-to-earnings ratio is far too high when compared to other companies also in the tech industry. Tesla is often compared to companies like Apple, Nvidia, and Microsoft when these types of discussions come up.
Fundamentally, yes, Tesla does trade at a P/E level that is significantly above that of any comparable company.
However, it is worth mentioning that Tesla is not traded like a typical company, either.
Here’s what Sonnenfeld said regarding Tesla:
“This is the biggest meme stock we’ve ever seen. Even at its peak, Amazon was nowhere near this level. The PE on this, well above 200, is just crazy. When you’ve got stocks like Nvidia, the price-earnings ratio is around 25 or 30, and Apple is maybe 35 or 36, Microsoft around the same. I mean, this is way out of line to be at a 220 PE. It’s crazy, and they’ve, I think, put a little too much emphasis on the magic wand of Musk.”
Many analysts have admitted in the past that they believe Tesla is an untraditional stock in the sense that many analysts trade it based on narrative and not fundamentals. Ryan Brinkman of J.P. Morgan once said:
“Tesla shares continue to strike us as having become completely divorced from the fundamentals.”
Dan Nathan, another notorious skeptic of Tesla shares, recently turned bullish on the stock because of “technicals and sentiment.” He said just last week:
“I think from a trading perspective, it looks very interesting.”
Nathan said Tesla shares show signs of strength moving forward, including holding its 200-day moving average and holding against current resistance levels.
Sonnenfeld’s synopsis of Tesla shares points out that there might be “a little too much emphasis on the magic wand of Musk.”
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
This could refer to different things: perhaps his recent $1 billion stock buy, which sent the stock skyrocketing, or the fact that many Tesla investors are fans and owners who do not buy and sell on numbers, but rather on news that Musk might report himself.
Tesla is trading around $423.76 at the time of publication, as of 3:25 p.m. on the East Coast.
-
Elon Musk2 weeks ago
Tesla’s next-gen Optimus prototype with Grok revealed
-
News2 weeks ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk2 weeks ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News2 weeks ago
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
-
News2 weeks ago
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
-
News2 weeks ago
Tesla is already giving Robotaxi privileges hours after opening public app
-
Elon Musk2 weeks ago
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when
-
Elon Musk2 weeks ago
Elon Musk is setting high expectations for Tesla AI5 and AI6 chips