Weekly Tesla Update TESLA RECALLS 3 MILLION VEHICLES IN CHINA OVER DOOR HANDLES AND DRIVER MONITORING $TSLA is voluntarily recalling about 3 million vehicles in China after warning that severe collisions can knock out the low voltage system and leave its retractable door handles inoperable, trapping occupants inside and impeding rescuers. A second recall addresses deficient driver attention monitoring, with $TSLA adding in cabin camera monitoring alongside steering wheel torque sensors via free software updates. Eight other automakers issued their own door handle recalls the same day as Chinese regulators tighten rules on the flush design $TSLA popularized, with U.S. regulators now weighing a similar mandate. TESLA SETS CYBERCAB LAUNCH FOR SEPTEMBER 3, BUT THE FLEET BEHIND IT IS STILL TINY $TSLA will debut its two seat, steering wheel free Cybercab at an invite only Austin event on September 3, opening it to hails through the existing Robotaxi app for top scorers in its rider sweepstakes, with a livestream for everyone else. The car is new but the software is not, running the same FSD stack that powers the Model Y robotaxis, and independent trackers still put $TSLA's active unsupervised fleet at roughly 20 to 30 vehicles against Waymo's 3,000 plus and 500,000 weekly paid trips. The Cybercab's main edge is efficiency at about 165 Wh per mile versus 250 to 280 for a Model Y, a modest unit economics win that comes with three fewer seats and almost no room for luggage, strollers, or wheelchairs. TESLA KILLS SOLAR ROOF AND REBUILDS ITS SOLAR BUSINESS AROUND PANELS AND POWERWALL $TSLA discontinued the glass Solar Roof it launched in 2016, a product that reached only about 3,000 US installs by the end of 2022, and is now centering the business on a new US made 420 watt panel built in Buffalo and bundled by default with Powerwall 3.