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It’ll take 100 Tesla Gigafactories to transition the world to sustainable energy, says Musk

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Leading up to last night’s debut of Leonardo DiCaprio’s National Geographic documentary Before The Flood, Elon Musk spoke to the Hollywood star on the topic of climate change during a personal tour of the Tesla Gigafactory. “The fossil fuel industry is the biggest industry in the world,” Musk told DiCaprio. “They have more money and more influence than any other sector. The more that there can be a sort of popular uprising against that, the better, but I think the scientific fact of the matter is we are unavoidably headed towards some level of harm.”

It’s no secret that Musk’s overarching goal is to save the world from the damage excess carbon emissions will cause if allowed to grow unchecked, but he is not overly optimistic his mission will succeed. His vision of making humans a multi-planetary species serves as a refuge and back up plan if and when humanity destroys its ancestral home.

Musk tells his A-list guest that the Gigafactory is designed to do more than just manufacture batteries. It is intended to serve as a template for how others could contribute to converting the entire world to clean, renewable solar power. Not only is the factory making batteries to store solar energy for use later, it is designed to be a net zero and zero emissions operation. “The thing that’s really going to make a difference is if companies that are much bigger than Tesla do the same thing. If the big industrial companies in China and the U.S. and Europe, the big car companies, if they also do this,  then collectively we an accelerate the transition to sustainable energy.”

One aspect of electrical storage that Musk finds especially appealing, is the ability to bring electrical power to places that have no access to an established energy grid. He envisions villages in the developing world that are not yet connected to the grid being able to jump straight to a solar and battery system. “Batteries are critical to a sustainable energy future”, says Musk. “The advantage of solar and a batteries is that you can avoid building electricity plants at all, so you can be a remote village and have solar panels that charge a batter pack that supplies power to the whole village, without ever having to run thousands of miles of high voltage cables all over the place.”

Perhaps the most telling statement that speaks to humanities ability to transition the entire world to sustainable energy, is when Musk says this is all achievable. “We actually did the calculations to figure out what it would take to transition the whole world to sustainable energy. You’d need 100 Gigafactories,” he tells DiCaprio. He has no intention of building all those factories himself. But by showing others how it can be done, he hopes to encourage others to follow the trail he blazed.

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Watch the segment from Before The Flood with DiCaprio and Musk below.

If you’re considering solar for your home or business, we encourage you to get a solar cost estimate first, based on your monthly utility bill and location. The service is being provided by an affiliate partner and fan to Teslarati.

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Tesla ‘Mad Max’ gets its first bit of regulatory attention

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Credit: Teslarati

Tesla “Mad Max” mode has gotten its first bit of regulatory attention, as the National Highway Traffic Safety Administration (NHTSA) has asked for additional information on the Speed Profile.

A few weeks ago, Tesla officially launched a new Speed Profile for Full Self-Driving (Supervised) known as “Mad Max,” which overtook the “Hurry” mode for the fastest setting FSD offers.

Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet

It launched with Full Self-Driving v14.1.2, and it was no secret that the company was looking for a new mode that would cater to more aggressive driving styles.

The release notes showed the description of the Speed Profile as:

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“Introduced new speed profile MAD MAX, which comes with higher speeds and more frequent lane changes than Hurry.”

It certainly lived up to its description. In our testing, it was aggressive, fast, and drove similarly to some of the more challenging traffic patterns I’ve come across.

In normal highway driving, it was one of the quicker cars on the road, while other applications saw it be a suitable version for navigating things like rush-hour traffic.

Here’s what my experience with it was:

While Tesla owners have certainly enjoyed the feature and the behaviors of Mad Max, the NHTSA said it is in contact with Tesla about it, looking to gather additional information. Additionally, it said:

“The human behind the wheel is fully responsible for driving the vehicle and complying with all traffic safety laws.”

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The important thing to note with Mad Max mode, along with the other Speed Profiles, is that the driver can choose whichever one they’d like, and they all cater to different driving styles.

While Mad Max is more aggressive, modes like “Sloth” and “Standard” are significantly more conservative and can be more suitable for those who are not comfortable with the faster, more spirited versions.

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Tesla shares AI5 chip’s ambitious production roadmap details

Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design.”

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Image used with permission for Teslarati. (Credit: Tom Cross)

Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that could outperform its predecessor by a notable margin. Speaking during Tesla’s Q3 2025 earnings call, Musk outlined how the chip will be manufactured in partnership with both Samsung and TSMC, with production based entirely in the United States.

What makes AI5 special

According to Musk, the AI5 represents a complete evolution of Tesla’s in-house AI hardware, building on lessons learned from the AI4 system currently used in its vehicles and data centers. “By some metrics, the AI5 chip will be 40x better than the AI4 chip, not 40%, 40x,” Musk said during the Q3 2025 earnings call. He credited Tesla’s unique vertical integration for the breakthrough, noting that the company designs both the software and hardware stack for its self-driving systems.

To streamline the new chip, Tesla eliminated several traditional components, including the legacy GPU and image signal processor, since the AI5 architecture already incorporates those capabilities. Musk explained that these deletions allow the chip to fit within a half-reticle design, improving efficiency and power management. 

“This is a beautiful chip,” Musk said. “I’ve poured so much life energy into this chip personally, and I’m confident this is going to be a winner.”

Tesla’s dual manufacturing strategy for AI5

Musk confirmed that both Samsung’s Texas facility and TSMC’s Arizona plant will fabricate AI5 chips, with each partner contributing to early production. “It makes sense to have both Samsung and TSMC focus on AI5,” the CEO said, adding that while Samsung has slightly more advanced equipment, both fabs will support Tesla’s U.S.-based production goals.

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Tesla’s explicit objective, according to Musk, is to create an oversupply of AI5 chips. The surplus units could be used in Tesla’s vehicles, humanoid robots, or data centers, which already use a mix of AI4 and NVIDIA hardware for training. “We’re not about to replace NVIDIA,” Musk clarified. “But if we have too many AI5 chips, we can always put them in the data center.”

Musk emphasized that Tesla’s focus on designing for a single customer gives it a massive advantage in simplicity and optimization. “NVIDIA… (has to) satisfy a large range of requirements from many customers. Tesla only has to satisfy one customer, Tesla,” he said. This, Musk stressed, allows Tesla to delete unnecessary complexity and deliver what could be the best performance per watt and per dollar in the industry once AI5 production scales.

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Tesla VP hints at Solar Roof comeback with Giga New York push

The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.

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Image Credit: Tesla/Twitter

Tesla’s long-awaited and way underrated Solar Roof may finally be getting its moment. During the company’s Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder revealed that production of a new residential solar panel has started at Tesla’s Buffalo, New York facility, with shipments to customers beginning in the first quarter of 2026. 

The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.

Tesla Energy’s strong demand

Responding to an investor question about Tesla’s energy backlog, Snyder said demand for Megapack and Powerwall continues to be “really strong” into next year. He also noted positive customer feedback for the company’s new Megablock product, which is expected to start shipping from Houston in 2026.

“We’re seeing remarkable growth in the demand for AI and data center applications as hyperscalers and utilities have seen the versatility of the Megapack product. It increases reliability and relieves grid constraints,” he said.

Snyder also highlighted a “surge in residential solar demand in the US,” attributing the spike to recent policy changes that incentivize home installations. Tesla expects this trend to continue into 2026, helped by the rollout of a new solar lease product that makes adoption more affordable for homeowners.

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Possible Solar Roof revival?

Perhaps the most intriguing part of Snyder’s remarks, however, was Tesla’s move to begin production of its “residential solar panel” in Buffalo, New York. He described the new panels as having “industry-leading aesthetics” and shape performance, language Tesla has used to market its Solar Roof tiles in the past.

“We also began production of our Tesla residential solar panel in our Buffalo factory, and we will be shipping that to customers starting Q1. The panel has industry-leading aesthetics and shape performance and demonstrates our continued commitment to US manufacturing,” Snyder said during the Q3 2025 earnings call.

Snyder did not explicitly name the product, though his reference to aesthetics has fueled speculation that Tesla may finally be preparing a large-scale and serious rollout of its Solar Roof line.

Originally unveiled in 2016, the Solar Roof was intended to transform rooftops into clean energy generators without compromising on design. However, despite early enthusiasm, production and installation volumes have remained limited for years. In 2023, a report from Wood Mackenzie claimed that there were only 3,000 operational Solar Roof installations across the United States at the time, far below forecasts. In response, the official Tesla Energy account on X stated that the report was “incorrect by a large margin.”

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