

News
Tesla in talks with another potential nickel supplier from Canada
Back in July, Elon Musk urged nickel miners to ramp their operations, stating that companies will find a welcome, substantial business with Tesla. Musk even remarked that nickel miners could expect a “giant contract” provided that their nickel is mined and produced in an environmentally-sensitive way.
Needless to say, a number of companies appear to have answered Tesla’s call. From Canada alone, Giga Metals and Canada Nickel Co. have both expressed their intentions to supply nickel to the electric car maker. Even more recently, Brazilian miner Vale SA also remarked that it is discussing a potential partnership with the electric car maker. The update was related by the head of Vale’s base metals unit on Friday.
In a statement to Reuters, Vale executive director of base metals Mark Travers remarked that the mining firm is “absolutely” having discussions with Tesla. Interestingly enough, Vale’s operations currently span three provinces in Canada, with its Voisey’s Bay site’s underground operation poised to produce about 40,000 tonnes of nickel-in-concentrate yearly.
“So that is the nature of the discussions I’m sure that is occurring across the industry right now and, without specifically commenting on Tesla, those are the conversations we are having right now,” the Vale executive said.
Vale SA’s operations seem to be a pretty good fit for Tesla and Elon Musk’s requirements. The mining firm adopts a fairly strong environmental stance, dedicating about $2 billion to the development of low-carbon projects, including some that push the use of electrified underground vehicles. Travers noted that Vale is also studying potential to store carbon in tailings at its Thompson, Manitoba operations.
The executive added that discussions around environmentally-friendly nickel have become a key focal point in discussion with carmakers and EV makers like Tesla. “The discussions around environmentally-friendly nickel are front and center,” he said.
Tesla’s Battery Day event has shown that the company is planning a serious push into the production of its own custom-designed cells. To accomplish this, Tesla would have to secure a steady supply of raw materials that it could use for its battery production. Among these materials is nickel, which the company is poised to utilize for some of its most ambitious vehicles like the Tesla Semi and the Cybertruck.
The electric car maker seems to have made some headway into acquiring partners for its batteries’ other key components. Apart from the multiple nickel suppliers that have hinted at potential partnerships with Tesla, the company has also entered into a lithium supply deal with companies such as Australian mining firm Piedmont Lithium, which recently entered into a 5-year deal with the company.
News
Elon Musk explains why Tesla stepped back from Project Dojo
The update was initially reported by Bloomberg News, which cited people reportedly familiar with the matter.

Elon Musk has confirmed that Tesla is stepping back from its Dojo supercomputer initiative and focusing instead on the company’s in-house AI5 and AI6 chips.
The update was initially reported by Bloomberg News, which cited people reportedly familiar with the matter.
Project Dojo Ends
As per Bloomberg, Peter Bannon, who led Project Dojo, will be departing Tesla following Elon Musk’s decision to shut down the initiative. The publication claimed that Tesla’s Project Dojo team has lost about 20 members recently, and the remaining members of the initiative would be reassigned to other data center and compute projects within Tesla.
Dojo was expected to help Tesla train its Autopilot and Full Self-Driving systems. With this change, Tesla will reportedly be increasing its reliance on external partners for its training hardware. These partners reportedly include Nvidia, AMD, and Samsung, among other companies.
Musk Explains Dojo Shutdown
In a series of posts on X, Elon Musk explained that it doesn’t make much sense for Tesla to divide its resources to scale two different chip designs. And since the company is putting in a lot of effort in its AI5 and AI6 chips–which would be used not for training but in actual products like Optimus and the Cybercab–it was time for Project Dojo to take a bow.
“It doesn’t make sense for Tesla to divide its resources and scale two quite different AI chip designs. The Tesla AI5, AI6 and subsequent chips will be excellent for inference and at least pretty good for training. All effort is focused on that.
“In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude. One could call that Dojo 3, I suppose. The difference in real-world performance between AI4 and AI5 is far more than any chip version I’ve ever heard of by a lot. It’s real good,” Musk wrote in his post.
News
Tesla creates clever solution to simplify and improve its Service
Raj Jegannathan, a Vice President of IT/AI-Infra, Apps, Infosec, and Vehicle Service Operations, revealed that Tesla has started a small pilot program at a few service locations to combat this issue.

Tesla has created a clever solution to simplify and improve its Service. Tesla performs most of the services that are needed on its vehicles at its company-owned Service Centers.
However, service has been a weak point of the company, as some regions have fewer Service Centers than others. This can cause long wait times for Tesla owners in some parts of the country.
There are also instances where customers do not agree with what Tesla is saying about their vehicle. In fact, one instance that revealed this new change Tesla is making to its Service was precisely that.
One owner posted on X that his vehicle’s battery seal had failed after a recall was issued. Tesla insurance and Tesla Service both did not assist, and it took CEO Elon Musk stepping in to get the issue resolved:
Will investigate
— Elon Musk (@elonmusk) August 7, 2025
Another owner suggested there should be a more streamlined communications process between the customer and the Service Center, a solution that has been missing.
Raj Jegannathan, a Vice President of IT/AI-Infra, Apps, Infosec, and Vehicle Service Operations, revealed that Tesla has started a small pilot program at a few service locations to combat this issue.
Elon Musk wants Tesla Service to fix two-thirds of cars in the same day
Jegannathan said that Tesla has started to share local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
It is available in a handful of locations already, and Jegannathan said that once abuse guardrails are built, this will expand to all locations:
In few service locations, started to share local and regional leader contact information via service in-take in mobile in-app messages so customers can reach out via phone when they disagree with initial diagnostic/warranty/changes in estimates. (Once we build guardrails from…
— Raj Jegannathan (@r_jegaa) August 7, 2025
This would be a major improvement in the Service portion of Tesla’s business. There are common disagreements between Service and customers, specifically when Service’s suggestions don’t align with the customer’s beliefs.
When it comes to things like a warranty claim, these issues are not really up for interpretation. Instead, the repairs should be made. If there is a misunderstanding on Service’s side, a simple message from the customer could have resolved the issue. That’s basically what happened here.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.'”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
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