Energy
Tesla Top 5 Week in Review: Competition, Power, and Model 3 Stir the Tesla Brand
This week in the news, we examined the claim that the Dodge Demon may surpass the Tesla Model S P100D as the world’s fastest 0-60 production car. The Model S also was featured for its resale value, as a new survey indicates that the Model S has a much higher second owner value than originally thought. The Tesla board of directors composition may change, if pressure from an investor group led by the California State Teachers’ Retirement System has anything to do with it. Lithium-ion battery technology made the headlines, with Panasonic envisioning improvements that may translate into longer range and increased safety. Finally, information about the final unveiling event of the Tesla Model 3 made potential buyers happy. Here are those stories and more in this week’s edition of the Teslarati week in review.
Dodge “Demon” looks to dethrone Tesla’s title for “quickest production car” in the world
The Challenger SRT Demon will enter the automotive market with 840 horsepower and 770 pound-feet of torque, according to sources inside Fiat Chrysler automobiles. The car will reportedly be the world’s fastest 0-60 production car — in 2.3 seconds — and from 0-30 m.p.h. — 1 second. Will the Demon eclipse the Tesla Model S P100D, which Motor Trend Magazine deemed the quickest production car in the world after a 2.28 second run to 60 miles per hour? Dodge Demon testing at a sticky drag strip isn’t really comparable to the Tesla Model S P100D record that was earned on a public road, is it? Only time will tell.
Survey ranks used Tesla Model S as #1 in retained value and fastest selling among peers
Survey results released by Autolist suggest that the Model S sells an average of 5% faster than its peer group as well as fastest overall among the best selling vehicles from three companies. The Model S also soared in prices relative to listing price expectations. Some months were 5% over expectations, while the best performing Ford and GMs struggled to top 1%. Affordability for the Model S as contained within the survey results vacillated depending on region, with Maryland providing the most reasonable used Model S costs at 7.2% below the national average.
Investor group urges Tesla to seek board members independent of Elon Musk
The California State Teachers’ Retirement System has led a coalition of concerned investors in a move to pressure Tesla CEO Elon Musk to diversify the Tesla board. With the majority of Tesla board members having personal or professional ties to Musk, the suggestion is that independence or objectivity might become compromised. The managers who have expressed concern control a combined $721 billion in assets. They have also advocated for annual, rather than staggered three year director elections. “Directors should be held to a higher standard of independence given the conflicts of interest that permeate this board,” the letter to Tesla director Antonio Gracias said. “A thoroughly independent board would provide a critical check on possible dysfunctional group dynamics, such as groupthink.”
Tesla partner Panasonic says 30% energy density increase in lithium-ion batteries possible
Recent comments by Panasonic indicate that, while Lithium-ion batteries (LIBs) represent revolutionary technology when applied to today’s electric vehicles, future progress must continue. LIBs at the present are near to a theoretical maximum energy density. Because drivers are demanding longer ranges and quicker charging times, more R&D is needed to improve the current state of LIB technology. “We think the existing technology can still extend the energy density of LIBs by 20% to 30%,” Panasonic’s President Kazuhiro Tsuga said. “But there is a trade-off between energy density and safety. So, if you look for even more density, you have to think about additional safety technology as well. Solid-state batteries are one [possible] answer.”
Tesla Model 3 final unveiling event will take place in July
Tesla CEO Elon Musk announced that the Tesla Model 3 will have a third reveal in July, 2017 in anticipation of initial deliveries late this year. The July event will give potential buyers the opportunity to see the Model 3 up in real configurations; the April, 2016 first unveiling didn’t permit media photographs. With many sightings of the Model 3 in and around the Palo Alto company headquarters, the anticipation around the Model 3 is at an all-time high. One aspect of the Model 3 that has everyone buzzing is Musk’s statement that the “real steering controls and system” for the Model 3 feel “like a spaceship.” We can’t wait to see for ourselves! Eventual production plans are to incrementally increase Model 3 production in 2018 with eventual annual production of 500,00 units.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
Energy
Tesla Model 3 and Model Y can now do what only Cybertruck could
Tesla Model 3 and Model Y can power your home with Powerwall 3 during outages.
Tesla has turned its two top sellers into backup batteries for the house.
Tesla Energy announced on Tuesday that Powershare Home Backup is now available for new Model 3 and Model Y vehicles paired with a Powerwall 3, saying the car can “extend your home backup by over 2 days.” Minutes later, Tesla’s main account quoted the post with a broader pitch: “With Powerwall 3, every Tesla can now serve as your home’s backup battery.”
Until this week, the Cybertruck was the only Tesla that could send power back into a home, and that capability only began working alongside Powerwall 3 last month, after years of ambitious targets.
Tesla’s updated Powershare page says every Model 3 and Model Y ordered in the U.S. or Puerto Rico on or after October 1, 2026 can use the feature. Some, but not all, earlier cars also qualify. Owners can check on the touchscreen under Software, then Additional Vehicle Information, where a capable car shows “Powershare Support: Enabled.” As Electrek reported, bidirectional power on the two cars runs through an inverter Tesla calls PCS2 Lite, and the company has not said when that part entered production on each trim.
The home side is simpler. A house that already has a Powerwall 3 and either a Wall Connector 3 or Universal Wall Connector needs no additional equipment, and Tesla says compatibility is enabled through a software update. When the grid drops, the Powerwall and the car work together, with up to 11.52 kW of continuous power available. Tesla’s “over two days” estimate assumes a home using 30 kWh per day and a car starting at a 90 percent charge. Standard trims are rated for up to two days, while the Cybertruck adds more than three.
There are limits. Powerwall 2 and Powerwall+ support is listed as “coming soon.” Model S and Model X are not included, and Grid Support, the program that lets Cybertruck owners in Texas send power back to the grid during demand spikes for bill credits, is not available for Model 3 or Model Y.
The rollout also lines up with something Elon Musk said more than three years ago. At Tesla’s March 2023 Investor Day, Musk said, “I don’t think very many people are going to want to use bidirectional charging, unless you have a Powerwall.” Tesla has now shipped the feature for its volume cars with exactly that requirement attached.
The Powerwall pairing was the hard part on Cybertruck. Tesla told owners in December 2025 that Powershare with Powerwall had been pushed to mid 2026, and lead engineer Wes Morrill explained that two devices capable of forming a home’s grid have to negotiate which one leads during an outage, across multiple generations of hardware. With that work done for the truck, Tesla was able to extend it to the Model 3 and Model Y within a month.
Ford and GM have offered home backup from their EVs for several years, but both require a separate inverter and backup hardware. Tesla’s version leans on equipment many Powerwall 3 owners already have on the wall. Powershare for the two cars also ships as part of software update 2026.38.3, the same release that began delivering Halloween Mode on Tuesday.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.




