TesCam Today

Your Tesla news brief

Image: Tesla North
01Software

Tesla App 4.62.5 Code Hints at AI Chat

Version 4.62.5 contains references to AI-assisted messaging and driver's license scanning.

Tesla app 4.62.5 code points to AI-assisted messaging, in-app driver’s license scanning and more targeted Phone Key troubleshooting. The findings come from Tesla App Updates (iOS), the independent tracker behind @Tesla_App_iOS, which published its analysis on November 6.

References including RegistrationDLExtractScreen point to photographing the front and back of an ID within the app. The messaging changes include an AI_BOT alongside human-agent chat, plus voice input and file attachments.

Phone Key troubleshooting looks more focused with instructions for a Bluetooth bonding mismatch. Other findings include Smart Breaker configuration and vehicle selection for FSD trials.

“This release contains minor fixes and improvements.”

Tesla changelog1

Key facts

  • Tesla app 4.62.5 code points to AI-assisted messaging, in-app driver’s license scanning and more targeted Phone Key troubleshooting.1
  • The findings come from Tesla App Updates (iOS), which published its analysis on November 6.1
  • Tesla’s iPhone app changelog states: “This release contains minor fixes and improvements.”1
Image: Not a Tesla App
02Software

Grok Expands Tesla Vehicle Controls

Grok now manages climate, navigation, media and settings via voice in supported Tesla vehicles.

Grok arrived in U.S. vehicles with update 2025.26 and gained navigation commands in the 2025 Holiday Update. The Summer Update added control over climate, seat heating and other functions.

Tesla owner @LifeMiddie tested 172 commands and found Grok handles 119 of them. It responds to natural phrases such as “I’m cold” or “Find Starbucks along my route” and can manage multiple requests in one sentence.

Grok requires an AMD Ryzen computer, Premium Connectivity or Wi-Fi, and the Assistant personality. It remains unavailable on Intel Atom vehicles and cannot yet lock doors or adjust suspension.

Key facts

  • Grok supports 119 of 172 tested voice commands.1
  • Navigation commands were added in the 2025 Holiday Update and vehicle function controls in the Summer Update.1
  • Grok is available in North America, Europe, Australia and most of Asia and the Middle East.1
Image: Tesla North
03Company

Musk Discusses Terafab and AI Chips at Baron Event

Elon Musk outlined Tesla Terafab plans and AI chip goals in a November 6, 2026 virtual interview with Ron Baron.

Musk joined Ron Baron for a fireside chat on November 6 at the 33rd Annual Baron Investment Conference. He described Tesla's proposed Terafab semiconductor project in Texas aimed at one terawatt of annual AI chip output.

A research fabrication facility is under construction at Gigafactory Texas to test new manufacturing processes. Successful methods would transfer to a larger production site in Grimes County.

Musk cited geopolitical risks in Asian chip supply and said US output remains a small fraction of global capacity.

“It’s terrifyingly large,”

Elon Musk2

Key facts

  • Musk spoke virtually with Ron Baron at the 33rd Annual Baron Investment Conference on November 6, 2026.12
  • Tesla plans a Terafab facility to produce one terawatt of AI chips per year.2
  • A research fab is being built at Gigafactory Texas to experiment with chip processes.2
Image: Tesla Oracle
04VehiclesFrom earlier today

Tesla Ends Cybertruck Production Mid-2027, Raises Prices

Tesla will wind down Cybertruck output at Giga Texas around mid-2027 to expand Cybercab production and has increased U.S. prices up to 10 percent.

Tesla CEO Elon Musk said on November 6 that production of the Cybertruck will end around the middle of 2027. The move frees factory space at Giga Texas for higher Cybercab output.

U.S. prices rose immediately after the announcement. The Premium AWD now starts at $92,490 and the Cyberbeast at $102,490, while orders for the Dual Motor AWD trim are paused.

Tesla reported 8,295 deliveries in the Other Models category in Q3 2026. Low sales and the need to simplify FSD development across fewer vehicle types contributed to the decision.

“Cybertruck was an incredible technology development platform and lives on through Cybercab.”

Wes Morrill4

Key facts

  • Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for increased Cybercab production.12
  • U.S. prices increased up to 10 percent, with Premium AWD now at $92,490 and Cyberbeast at $102,490; Dual Motor AWD orders paused.32
  • Tesla delivered 8,295 vehicles in the Other Models category in Q3 2026, down 48 percent year over year.13
Image: Not a Tesla App
05Optimus & AIFrom earlier today

Musk Says Tesla Will Rent Optimus Robots Instead of Selling

Elon Musk said Tesla will likely rent Optimus humanoid robots rather than sell them.

Tesla may not sell Optimus at all. During an interview at the 33rd Annual Baron Investment Conference, Musk said the company will probably rent the robots to customers.

Musk estimated build costs starting around $30,000 per robot and falling toward $20,000. Early production began last month on a Fremont line planned for 1 million units a year, with outside deliveries targeted for the end of 2027.

Tesla plans to deploy Optimus in its own factories first, and an AI5-powered version is expected around April 2027.

“I think probably rent them.”

Elon Musk1

Key facts

  • Musk said Tesla will likely rent Optimus instead of selling them.1
  • Build cost starts around $30,000 per robot and drops toward $20,000.1
  • Early production started last month in Fremont; outside deliveries planned for end of 2027.1
@@NotATeslaAppMusk: Tesla Will Rent Optimus Robots Instead of Selling Them Musk told investors Optimus should cost about as much as a car to build at first, falling to around $20,000, and Tesla will likely rent the robots out.

More from today

EnergyTesla Expands Powerwall Smart Charging to Any EV
Image: Tesla North
06EnergyFrom earlier today

Tesla Expands Powerwall Smart Charging to Any EV

Tesla Energy now supports Smart Charging with Powerwall and Wall Connector for any electric vehicle through the Tesla app.

Tesla Energy announced that Smart Charging with a Powerwall and Wall Connector can optimize charging for any EV via Tesla Home in the Tesla app. The feature coordinates charging with solar production, household energy goals, and driving needs rather than using a fixed schedule.

Two modes are available. Savings Mode enables Low-Cost Charging that factors in solar output and utility rates. Self-Powered Mode directs excess solar energy to the vehicle.

The update applies only to the Powerwall and Wall Connector combination. Owners must still use a compatible vehicle with the Wall Connector.

Key facts

  • Smart Charging with Powerwall and Wall Connector now optimizes charging for any EV through Tesla Home in the Tesla app.1
  • In Savings Mode, Low-Cost Charging considers solar output and utility rates; in Self-Powered Mode, Charge on Solar directs excess solar to the vehicle.1
  • The feature requires the Powerwall and Wall Connector setup; it does not extend to third-party chargers.1
ChargingTesla Adjusts Supercharger Prices at 281 Sites in Canada
Image: Drive Tesla Canada
07ChargingFrom earlier today

Tesla Adjusts Supercharger Prices at 281 Sites in Canada

Tesla changed Supercharger rates overnight at 281 Canadian locations, with more decreases than increases.

Tesla adjusted Supercharger pricing at 281 sites across Canada between November 5 and November 6, 2026. Drive Tesla tracked 178 decreases and 103 increases among 290 locations, with rates now ranging from $0.18 to $0.79 per kWh.

Alberta, Saskatchewan and Manitoba saw most sites rise by $0.02 to $0.04/kWh. Ontario recorded 89 decreases, including Ajax peak rates falling from $0.50 to $0.38/kWh, while some Greater Toronto Area sites rose to $0.55/kWh. Atlantic Canada peaks reached as high as $0.79/kWh in Enfield, Nova Scotia.

British Columbia and Quebec experienced mixed changes, with some Metro Vancouver peak rates increasing and several Interior and Island sites dropping $0.02–$0.03/kWh.

Key facts

  • Tesla adjusted prices at 281 Supercharger locations, with 178 decreases and 103 increases.1
  • Rates now range from $0.18 to $0.79 per kWh for Tesla owners.1
  • Ontario recorded 89 price decreases, including Ajax peak falling from $0.50 to $0.38/kWh.1
  • Atlantic Canada peaks reached $0.79/kWh in Enfield and $0.77/kWh in Digby.1
VehiclesTesla Confirms Argentina Launch on November 20
Image: Drive Tesla Canada
08VehiclesFrom earlier today

Tesla Confirms Argentina Launch on November 20

Tesla has set November 20 as the official date for its market entry in Argentina.

Tesla announced the November 20 launch date through its official Latin American X account, which posted a video with the message confirming arrival in the country.

The date aligns with earlier plans for a first showroom at Unicenter in Martínez, Buenos Aires province, including display vehicles and a test-drive area. Additional facilities are planned in Munro, Belgrano and Alcorta Shopping.

Tesla secured tariff-free import changes for China-made vehicles and signed an agreement with YPF for charging infrastructure.

“We arrived in Argentina on November 20.”

Tesla’s official Latin American account on X1

Key facts

  • Tesla announced the November 20 launch via its Latin American X account.12
  • First location will be at Unicenter in Martínez with two display vehicles and ten test-drive vehicles.12
  • Tesla obtained changes to Argentina’s tariff-free import quota rules for China-made EVs.1
VehiclesGiga Texas Adds Night Shift for 24/7 Output
Image: Teslarati
09VehiclesFrom earlier today

Giga Texas Adds Night Shift for 24/7 Output

The Austin plant is moving to dual 12-hour shifts through the end of 2026 and skipping holiday shutdowns.

Tesla’s Giga Texas factory has added a night shift to General Assembly, creating two 12-hour production shifts that run Monday through Thursday. The change eliminates the multi-day holiday downtime periods that occurred in prior years around Thanksgiving and Christmas through New Year.

The plant builds the Model Y, Model Y L, Cybertruck and Cybercab. Tesla has not confirmed the schedule change or identified which lines will use the added capacity.

Drone observer Joe Tegtmeyer reported the update on November 2 based on site observations.

“they’re on day and night shifts and they’re going to 12-hour days”

Joe Tegtmeyer1

Key facts

  • Giga Texas is shifting to round-the-clock vehicle production through the end of 2026 with added night shift and 12-hour days.1
  • General Assembly previously ran a single roughly 10-hour day shift Monday through Thursday or Friday.1
  • The plant is forgoing multi-day shutdowns around Thanksgiving and Christmas–New Year.1
Sources1Teslarati
Optimus & AITesla Publishes New Tendon Robot Hand Patent
Image: Drive Tesla Canada
10Optimus & AIFrom earlier today

Tesla Publishes New Tendon Robot Hand Patent

The November 5 publication adds details on underactuated fingers and examiner feedback from October 27.

Tesla published a new patent application on November 5 that describes a robot hand using one motor and a single tendon-like cable to drive underactuated fingers. The cable runs along the finger and catches a ledge in the fingertip when pulled, allowing sections to stop independently when they contact an object.

Each finger has two hinged segments with springs at the joints and magnets for position sensing. The design keeps the cable off the knuckles to reduce wear.

The filing shows a humanoid robot hand but does not name Optimus. It builds on earlier patents and received a rejection from the examiner on October 27.

Key facts

  • Patent application filed March 20 and published November 5, 2026.1
  • Single motor pulls one tendon-like cable to actuate underactuated fingers.1
  • Patent examiner pushed back on claims October 27, 2026.1
  • Drawings depict humanoid robot fingers but text names no product.1

Something wrong in a story? Tell us.

Earlier editions
Read it in the app

TesCam Today is on the TesCam Studio home screen, three editions a day.

Get the app