Tesla Megapack
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Search complete. 24 mentions across 18 episodes found for "Tesla Megapack".
Oct 31, 2026
Sally HerzogNARRATOR
Each project is the 4.9 megawatts.
Sally HerzogNARRATOR
The projects would use the Tesla Megapack 2XL with five batteries per project.
Sally HerzogNARRATOR
The chemistry of the batteries is lithium iron, phosphate, which was selected by the company for its thermal stability.
Sally HerzogNARRATOR
As it stands, the company has several projects in development to use the Tesla Megapack 2 XL, but does not currently have one in operation.
Sally HerzogNARRATOR
My responsibility is to consider whether this project of this size and using this technology is appropriate for this specific site based on the information presented to us.
Sally HerzogNARRATOR
I don't believe the applicant has demonstrated that.
Sally HerzogNARRATOR
The greatest concern, as noted by Groningen, is still the risk of lithium iron phosphate batteries causing a thermal runaway event that could lead to high-temperature fires that would not be extinguished.
Sally HerzogNARRATOR
The chair noted that there have been 17 fires in the United States since 2021 involving battery energy storage systems.
Sam EvansHOST
So why now? Well, because Tesla's energy business is on fire, not in a bad way, in a good way.
Sam EvansHOST
On this week's earnings call, Tesla said its Megapack grid batteries are nearly sold out for all of 2027.
Sam EvansHOST
Um, that's mostly thanks to data centers and those data centers need power to go with the batteries and Tesla wants to make that power itself.
Sam EvansHOST
In other words, Tesla is saying, yeah, this data center thing, it's working out pretty well.
Sean HathawayHOST
Basically, all of their cars are sold out for the next four months.
Sean HathawayHOST
And Megapack, which is their energy division of Tesla, is sold out...
Sean HathawayHOST
He said...
Sean HathawayHOST
For all of 2027.
Frederic LambertHOST
There was a lot of stuff about tariffs repayment in this earnings.
Frederic LambertHOST
A lot of Tesla said that they gave back some money to Megapack customers that they charged more prior because of tariffs refunds.
Frederic LambertHOST
But at the same time, they said they banked also a bunch of tariffs refunds themselves.
Frederic LambertHOST
So I don't know if... exactly what's the ratio there.
Frederic LambertHOST
So my understanding here, and Tesla is not the only one doing that.
Frederic LambertHOST
A lot of companies were very happy with the Trump tariffs when they were shut down because they just banked the refunds and the customers that ended up paying the bill at the end of the day, they never saw the money.
Frederic LambertHOST
It looks to me like Tesla, For the Megapack customers, which are huge customers buying hundreds of millions of dollars of Megapack at the same time, they were like, we'll give you back the money that we got refunded by the government.
Frederic LambertHOST
But for consumers, the average consumers buying a Tesla car, these people are not getting their money back.
Kirsten KorosecHOST
And continued across everything he's done.
Kirsten KorosecHOST
I mean, you see Megapacks being used, their energy storage system being used under the auspices of SpaceX, which includes XAI now.
Kirsten KorosecHOST
You see Tesla Cybertrucks being used over at SpaceX.
Kirsten KorosecHOST
I mean, there's always been, even the Roadster story that Sean just wrote about that happened on, what was that, Thursday? SpaceX engineers were involved.
George TsilisCORRESPONDENT
not to mention autonomous robotaxi and cybercab platforms.
George TsilisCORRESPONDENT
The energy business includes Megapack and Powerwall, which provides utility-scale commercial and residential battery storage.
George TsilisCORRESPONDENT
But the larger investment story increasingly involves around what Tesla calls physical AI.
George TsilisCORRESPONDENT
That includes full self-driving, robotaxi, cybercab, as well as Optimus humanoid robotics.
Ben HarwoodGUEST
It needs power for that.
Ben HarwoodGUEST
It will leverage Tesla Megapacks.
Ed LudlowHOST
That's the bit that I'm trying to understand.
Ed LudlowHOST
I'm sorry to jump in.
Valentina OrduzHOST
Completamente de acuerdo, Juanma.
Valentina OrduzHOST
Creo que con eso podemos pasar al reporte de Tesla, que mencionábamos al principio del episodio cómo ha cambiado esta compañía, ¿no? Se muestra como una fábrica que vende vehículos eléctricos y sistemas de almacenamiento de energía, como los Megapacks y los Powerwall, y genera ingresos por servicios como software con el FSD o el Full Self, Self-Driving, carga, seguros, repuestos y tiene entonces la línea automotriz, energía y servicios.
Valentina OrduzHOST
Pero también se ha s-- a esto se suman apuestas como inteligencia artificial en cuanto a robotaxis, Cybercab y el robot Optimus.
Valentina OrduzHOST
Y creo que para esta compañía a veces más importante que el negocio y los fundamentales es esta visión detrás de Elon Musk y lo que él ve dentro de la compañía.
Keegan BillingsHOST
They have also done plenty of business together.
Keegan BillingsHOST
SpaceX purchased $1 billion of Megapack batteries and Cybertrucks from Tesla.
Keegan BillingsHOST
Plus, Tesla became a SpaceX shareholder when its $2 billion XAI investment was converted into SpaceX stock.
Keegan BillingsHOST
Also, Musk's AI model Grok is installed for free in many Tesla automobiles.
Nancy TenglerGUEST
SpaceX is a vertically integrated AI company, so the combination will be powerful in my view.
Nancy TenglerGUEST
I'm going to just continue to focus on the things that we have loved about the company, one of which is the Megapack business.
Nancy TenglerGUEST
They are sold out in the electric utility-grade battery storage, and there continues to be robust demand, as you might imagine.
Nancy TenglerGUEST
If you think about it in a backward-looking way, He's not just one step ahead of everyone else.
Nancy TenglerGUEST
And so, yeah, so we stepped in.
Nancy TenglerGUEST
There were earnings.
Nancy TenglerGUEST
I went to the Megapack battery facility.
Nancy TenglerGUEST
The culture at the company is, you just have to see it.
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