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Tesla bears ponder China dam collapse to ‘take out’ Giga Shanghai — but there’s a catch
Tesla (NASDAQ:TSLA) may be carrying a lot of momentum this week as it heads towards what could very well be its most important second quarter earnings report to date, but the company still attracts a notable number of passionate critics. Among these critics is the TSLAQ group, which includes short sellers who are looking to make a profit if TSLA stock were to dive. TSLAQ has had its own fair share of interesting wishes for Tesla, its customers, and its facilities, but a recent post about Giga Shanghai may have just taken the cake.
China is currently experiencing one of its worst flood seasons, and the Three Gorges Dam, located in Central China’s Hubei Province and one of the world’s largest hydropower projects, is feeling the pressure. According to a report from The Global Times, the facility has been handling the worst of the ongoing floods so far. However, the dam is not completely out of danger yet. David Shankman, a geographer with the University of Alabama who studies Chinese floods, noted in a statement to Reuters that the facility may not be able to fully handle this year’s record floodwaters.
Under such a situation, Tesla bear Peter DeCaprio, a partner at Boston, MA based Flow Point Partners, LLC, decided to air his thoughts on the matter. The critic suggested that if the dam were to collapse, it could “take out” Gigafactory Shanghai. This scenario would be a catastrophe for Tesla if it were to happen, of course, especially considering that the China based plant is currently ramping its production of the Model 3 sedan.
Unfortunately for the TSLAQ member, a scenario where the Three Gorges Dam would adversely affect Tesla’s electric vehicle plant is unlikely to happen. This is because the river that the dam is handling exits a delta north of Shanghai, and Tesla’s Gigafactory happens to be south of the city. That’s a long way away from the river itself — about 1,000 km in fact. Callous wishes to people who would be affected by such a catastrophe aside, it appears that the Tesla bear was a bit off on his geography.
Tesla bears have been behind some interesting suggestions about how to deal with the electric car maker’s facilities in the past. During the Black Lives Matter protests back in May, for example, TSLAQ members suggested that Tesla Superchargers should be trashed since they were just “parking spaces for rich people.” The tweet may just be an ill mannered joke, of course, but it does not negate the fact that such suggestion may end up being harmful if someone were to take them seriously.
And some do take these suggestions seriously. Back in April 2019, TSLAQ members were deliberating about how someone could deliberately crash a Model 3 that was then testing the electric car maker’s FSD suite for its demo on Autonomy Day. Sure enough, a Tesla bear who had a history of photographing Tesla’s Fremont Factory took it upon himself to disrupt Tesla’s FSD tests. At one point, the Tesla staff in the Model 3 test car felt so threatened by the TSLAQ member’s driving maneuvers that the incident ended up being reported to the police.
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Tesla gets a massive order for the Semi: 370 units and $100M
WattEV, a leading provider of electric freight operations and charging infrastructure in the United States, has announced one of the largest deployments of electric Class 8 trucks in California history: an order for 370 Tesla Semi vehicles.
Tesla just got a massive order for the Semi, and it is its largest by a long shot.
WattEV, a leading provider of electric freight operations and charging infrastructure in the United States, has announced one of the largest deployments of electric Class 8 trucks in California history: an order for 370 Tesla Semis.
Valued at approximately $100 million, this marks the state’s biggest single electric truck order to date and signals accelerating momentum for zero-emission long-haul freight.
Credit: Tesla
Deliveries are set to begin with the first 50 Tesla Semis in 2026, with the full fleet operational by the end of 2027. More than 300 of these trucks will support a joint program with the Port of Oakland, helping electrify drayage and regional freight routes. The initiative aligns with California’s ambitious goals to transition to carbon-neutral freight operations.
Salim Youssefzadeh, CEO of WattEV, said at the annual ACT Expo industry event that the Semi was the easiest choice:
“We selected the Tesla Semi based on cost, performance, and availability after issuing a public request for proposals…With the Tesla Semi now entering mass production and drawing strong reviews from fleet operators nationwide, WattEV’s vertically integrated model – combining vehicle deployment, megawatt-class charging infrastructure, and full-service leasing – offers a turn-key path for carriers without any capital risk.”
Critical to the rollout are new Megawatt Charging System (MCS) hubs in Oakland, Fresno, Stockton, and Sacramento. These stations will deliver up to 300 miles of range in roughly 30 minutes—comparable to a traditional diesel fill-up. The Oakland depot, where WattEV recently broke ground, will serve as a cornerstone for northern and central California corridors, connecting ports to inland hubs and beyond.
This deployment builds on WattEV’s existing experience. The company has already logged millions of electric miles in Southern California, including early Tesla Semi deployments at the Ports of Long Beach and Los Angeles. By combining high-efficiency electric trucks with strategically placed fast-charging depots, WattEV aims to prove that battery-electric long-haul trucking can match—or exceed—diesel economics while slashing emissions.
The order arrives as Tesla ramps up Semi production at its Nevada factory, targeting higher volumes in 2026. Fleet operators nationwide have praised the Semi’s real-world performance, including strong torque, low operating costs, and advanced safety features. For California, the project supports air quality improvements around ports and highways while demonstrating scalable infrastructure for heavy-duty electrification.
Industry observers see this as a pivotal step toward broader adoption. With diesel trucks facing rising fuel and regulatory costs, turnkey electric solutions like WattEV’s could accelerate the shift. As the first 50 Semis hit the road in 2026, they will not only move freight but also help build the charging network that paves the way for even larger fleets.
This landmark order underscores Tesla’s growing footprint in commercial trucking and California’s leadership in sustainable transportation. For WattEV and its partners, it’s more than a vehicle purchase—it’s the foundation of a zero-emission freight network connecting Northern and Central California.
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Tesla begins factoring international designs in Full Self-Driving visualization
Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.
Tesla has begun factoring international designs into its Full Self-Driving (Supervised) visualizations, marking a tremendous step in how the company plans to roll out its driver assistance tech in areas outside North America.
Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.
The change, first spotted by Not a Tesla App, adds a second 3D model alongside the traditional North American long-nose semi-trucks that have been standard until now. Vehicles can detect and display both styles depending on what’s in front of them, and the feature requires no FSD subscription—every Tesla owner in Europe sees it immediately.
The European semi-truck visualization was actually added to the vehicle software back in October alongside roughly fifteen new visual assets.
Tesla held it in reserve, activating it only once fleet data confirmed the AI could recognize these trucks with high confidence. This mirrors recent rollouts for horses and golf carts, where Tesla similarly waited for reliable detection before enabling the graphics. The result is a more realistic on-screen representation tailored to local roads, where cab-over designs dominate heavy transport.
The significance of this update extends far beyond a simple graphics tweak, which is really what people need to be paying attention to. These small, incremental steps forward continue to show Tesla’s intent for global expansion.
For the first time, Tesla is explicitly factoring international vehicle designs into its visualization engine, signaling a deliberate push to make FSD feel native in international markets.
In Europe, where cab-over semis are commonplace, seeing an accurate rendering builds immediate driver trust—the critical bridge between the car’s AI perception and the human behind the wheel. Accurate visualizations reinforce that the system truly understands its surroundings, reducing range anxiety and skepticism that have slowed autonomous adoption abroad.
Regulators in the EU have repeatedly emphasized human-AI transparency; by customizing visuals to match local reality, Tesla strengthens its case for broader FSD approvals and smoother regulatory reviews.
This move also highlights Tesla’s data-driven engineering philosophy. Rather than rushing generic models worldwide, the company is leveraging its global fleet to learn regional nuances before flipping the switch.
It accelerates FSD’s international expansion while improving safety—misidentified vehicles could erode confidence or, in edge cases, affect decision-making. For a company aiming to deploy robotaxis and unsupervised FSD globally, tailoring visualizations to European, Asian, or other markets is no longer optional; it’s foundational.
Early European owners report the change feels more intuitive, making the car’s “mind” easier to read in daily traffic.
As Tesla continues enabling the remaining visual assets added last year, the pattern is clear: localization is now baked into the FSD roadmap. What began as a small graphics update in Europe could soon appear in other regions, turning the visualization display into a truly worldwide language of autonomy.
With this step, Tesla isn’t just showing trucks differently—it’s proving it’s serious about making FSD work everywhere, one culturally accurate pixel at a time.
Tesla has quietly rolled out one of its most practical software updates yet — and it could add real dollars to every used Model 3, Y, S, and X on the road.
Starting with the latest Tesla app version, owners now receive an official “Certification of Repaired HV Battery” whenever Tesla performs a major high-voltage battery repair or full replacement. The digital certificate appears directly in the vehicle’s Service History tab inside the Tesla app.
It’s permanent, verifiable, and downloadable as a PDF, so sellers can hand it over to buyers in seconds.
For years, the used EV market has suffered from one glaring problem: nobody could prove what happened to the battery.
Service invoices often vanish when a car changes hands. Third-party battery-health scans are expensive and inconsistent. Buyers, staring at a car with 80,000 miles and an 8-year warranty ticking down, would negotiate hard — or walk away entirely — because the battery is the single most expensive part of any Tesla.
That uncertainty routinely shaved thousands off resale values and slowed the entire secondhand market.
Now Tesla has eliminated the guesswork. The new certificate, which was spotted by Tesla App Updates, logs exactly what work was done, when, and by whom. It lives inside the car’s digital profile forever, exactly where any future owner will look. No more digging through old emails or hoping the previous owner kept paperwork.
— Tesla App Updates (iOS) (@Tesla_App_iOS) May 5, 2026
The outlet describes why the update is so important:
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Official Digital Certificates: The string “Certification of Repaired HV Battery” confirms that if your vehicle undergoes a major battery repair or replacement, Tesla will now issue an official, verifiable digital certificate documenting the work.
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Service History Integration: Strings such as viewRepairedBatteryCert and repairedBatteryCertId indicate that this document won’t be lost in an old email thread. It will be permanently anchored to your vehicle’s profile inside the app’s Service History tab.
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Easy Exporting: The service_history_repaired_battery_cert_download_fail error state indicates you will be able to download this certificate directly to your phone as a file (likely a PDF) to share with others.
Sellers who have already replaced packs under warranty are especially excited; they can now prove the vehicle received a fresh Tesla battery without any gray-area questions.
The timing couldn’t be better. As more Teslas roll off 8-year/100,000- or 120,000-mile battery warranties, the used market is exploding. Lenders, insurers, and even auction houses have quietly asked for better battery documentation for years. Tesla’s certificate hands it to them on a silver platter.
For current owners, the feature adds peace of mind and protects long-term value. For buyers, it removes the single biggest risk in any used EV purchase. And for Tesla itself, it quietly strengthens the entire ownership ecosystem — making vehicles more liquid, more desirable, and more valuable over time.
In an industry obsessed with range numbers and 0-60 times, Tesla just proved that sometimes the biggest innovation is a simple line in the Service History tab. One small certificate, one giant step for used-EV confidence.
Tesla gets a massive order for the Semi: 370 units and $100M
Tesla begins factoring international designs in Full Self-Driving visualization
