

News
Two Tesla Execs linked to advanced recycling startup Redwood Materials
Tesla Chief Technology Officer and co-founder JB Straubel and Andrew Stevenson have been named as executives and directors at a new advanced materials startup, Redwood Materials based in Redwood City, California.
Straubel has been Tesla’s internal expert on batteries, having started out in the field building custom battery packs for electric vehicles, before the original Roadster. Stevenson is Tesla’s Head of Special Projects under the Office of the CTO and has a background in corporate strategy and development of renewable energy resources.
Both were listed on a new Securities and Exchange Commission Form D filing by the Redwood Materials that was incorporated this year in Delaware. The form reveals that the Straubel is listed as an executive and director while Stevenson signed the form on April 28 with the title of CFO of the company. Additionally, the form shows that the company has raised $2 million from a single investor who’s name is not disclosed in the filing.
Not much information is available for the startup at the moment. A phone number listed on the filing is directed to a the voicemail box of Stevenson, and the official website of the company reveals nothing more than a splash screen that reads, “Unlock the value of your materials”.
Advanced technology and process development for materials recycling, remanufacturing, and reuse.
With such a nebulous mission statement and ties to Tesla, the startup could presumably become a recycler for used Tesla batteries. Building a team of battery experts to kick off a new startup would allow Tesla to explore the recycling potential of battery and other manufacturing byproducts to truly re-think the entire process, as it has done with nearly every other piece of its business to date.
News
Driverless Teslas using FSD Unsupervised are starting to look common in Giga Texas
The driverless Tesla looked just like any other car around the Giga Texas complex–it just happened to be using FSD Unsupervised.

The sight of fully driverless Teslas operating using FSD Unsupervised is becoming quite common in the Giga Texas complex.
This was highlighted in a recent video of the facility from one of Giga Texas’ most ardent watchers.
FSD Unsupervised
Just recently, the Tesla AI Team shared a video showing how Unsupervised FSD was being used to deliver cars from the end of Giga Texas’ vehicle production line to the facility’s outbound logistics lot. The Tesla AI Team also noted that so far, over 50,000 driverless miles have been accrued between vehicles produced at the Fremont Factory and Giga Texas.
The video was just over a minute long, but it was enough to show that both the new Model Ys and Cybertrucks produced at Gigafactory Texas are already using FSD Unsupervised from their production line.
An Increasingly Common Sight
The Tesla AI Team also shared a video from the cabin of a new Model Y that was autonomously navigating a 1.4-mile route towards Giga Texas’ outbound logistics lot. As could be seen in the video, the new Model Y’s route is actually quite complicated as it includes pedestrians, semi trucks, and construction equipment, to name a few. The video suggests that Tesla is getting quite a lot of valuable data from its driverless vehicles in the Giga Texas complex alone.
One such vehicle was spotted recently by longtime Giga Texas watcher Joe Tegtmeyer, who was fortunate enough to capture a clip of a white new Model Y operating without a driver. As could be seen in Tegtmeyer’s video, the new Model Y was moving very confidently on its own, and it even seemed like it was traveling at a decent speed. If any, the driverless Tesla looked just like any other car around the Giga Texas complex–it just happened to be using FSD Unsupervised.
The Normalization of Remarkable
Tesla is a company that is known for making the impossible feel late. This is certainly true for the FSD Unsupervised. CEO Elon Musk has already missed his targets for the system’s consumer rollout for several years running, but things have never looked this polished before. With this in mind, perhaps this year, Tesla will indeed be able to roll out FSD Unsupervised, ushering in a whole new revolution in the transportation sector.
News
Germany’s military plans to build Starlink alternative by 2029

Germany’s military, known as Bundeswehr, plans to build its own satellite constellation as an alternative to SpaceX’s Starlink. Germany aims to secure independent communications capabilities with its own Starlink-like constellation.
The Bundeswehr seeks to reduce reliance on foreign networks amid rising geopolitical tensions. The German armed forces intend to deploy a constellation of hundreds of satellites for communications and potentially remote sensing applications. Handelsblatt confirmed the plans with a German Ministry of Defense spokesperson, though details on cost and design remain classified due to national security.
According to the Ministry of Defense spokesperson, Germany is exploring a few deployment options that may become an alternative to Starlink. The Bundeswehr is considering which service will meet Germany’s growing demand for Starlink-like connectivity. Germany’s timeline for a constellation that could rival Starlink is 2029, though it’s unclear whether this marks the start or completion of construction.
The Bundeswehr’s interest in a Starlink alternative reflects lessons from Ukraine’s use of SpaceX’s internet services during Russia’s invasion since February 2022. Ukraine’s use of Starlink underscores satellites’ critical role in wartime communications.
Recent reports indicate that Russia and China are exploring Starlink alternatives, amplifying concerns about dependency on foreign systems. As global powers increasingly view space as a critical domain, Germany’s move signals a broader trend of nations seeking control over their orbital assets.
The Bundeswehr’s constellation, if realized, could reshape Europe’s defense landscape, offering a counterpoint to Starlink’s dominance while addressing the risks of over-reliance on external providers in an era of heightened global uncertainty.
Other European countries have also sought alternatives to Starlink. The shift away from Starlink has been linked to Elon Musk and the public’s sentiments about the SpaceX CEO. However, Italy’s Defence Minister urged politicians to focus on Starlink’s tech, not Musk’s politics, when considering SpaceX’s internet service.
News
Tesla’s top investor questions ahead of the Q1 2025 earnings call
Unsupervised FSD, Cybercab, and future models are just a few of the leading topics for the upcoming earnings call.

The next Tesla earnings call is a week away, and many investors have already started voting on which questions they want answered during the meeting.
Shareholders can submit and vote on questions for the upcoming call using the Say Technologies platform and at the time of writing, the page already has a total of 2.59 million Tesla shares represented in the polls across a total of 6,390 participants. The Q1 2025 Tesla earnings call is set for next Tuesday, April 22 at 2:30 p.m. Pacific, and will be hosted live on X.
Currently, the top questions for the call include those about Tesla’s highly anticipated launch of Full Self-Driving (FSD) Unsupervised and the Cybercab, plans for more affordable models, the uncertain global economic climate, the Optimus robot, and more. Shareholders can continue submitting questions on the platform until Monday, April 21 at 1:00 p.m. Pacific.
Tesla reported delivering 336,681 vehicles and producing 362,215 in the first quarter of the year, and the company noted that it lost several weeks of production as it transitioned to building the new Model Y. The company also reported deploying 10.4 GWh of energy storage products, compared to just 4,053 MWh in the first quarter of last year.
Interestingly, Tesla shifted its wording of the earnings call in this year’s Q1 production and delivery report, instead referring to the upcoming meeting as a “Q1 Company Update.”
READ MORE ON Q1 2025: Global EV sales climbed 29% in March, powered by China and Europe
Top 15 questions for Tesla’s Q1 2025 earnings call, by shares represented
- When will FSD unsupervised be available for personal use on personally-owned cars? (2,000 votes, 1.2 million shares)
- Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck? (2,000 votes, 890,700 shares)
- How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.? (1,400 votes, 640,600 shares)
- Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”? (728 votes, 562,000 shares)
- Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs? (606 votes, 491,400 shares)
- Robotaxi still on track for this year? (1,300 votes, 426,700 shares)
- Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward? (744 votes, 405,400 shares)
- Can you provide more details on the plans for HW3 upgrade path for FSD? (411 votes, 376,500 shares)
- What is the plan to achieve the Whitehouse stated goal of doubling deliveries in 2 years based on specific market segments and regional factory contributions? (398 votes, 364,900 shares)
- When do you expect Robotaxi to expand to all major US cities? (809 votes, 318,900 shares)
- What is the Tesla solution for megapack battery cell supply in the US relating to tariffs and when does it come on line in production volume? Did Tesla import sufficient supply of LFP until US LFP Is ready? (307 votes, 315,200 shares)
- Has Tesla received any formal interest or entered into discussions with other automakers about licensing FSD technology, and if so, can you share any progress or obstacles you’ve encountered in those conversations? (334 votes, 288,900 shares)
- How is the AI for Optimus progressing? (319 votes, 286,700 shares)
- When is Grok coming to Tesla vehicles? And will it be able to control anything in the car? (372 votes, 241,000 shares)
- When will Tesla Insurance be available in all 50 states. I’m from Idaho, and I’m surrounded by states where it is available, but it isn’t available in my state. (195 votes, 224,200 shares)
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