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A couple of weeks ago, IONITY revealed their new “Halo” charger rated at 350 kW that’s supposed to charge EVs 220 miles in ten minutes at some point in the future. It sounds pretty great on the outset, and when claims of “more”, “faster”, and “better” are rewarded with headlines, there’s no wonder that this type of tech is being produced well before any electric cars can actually utilize it. Three cheers for progress, yeah?
I’m not so sure.
While I understand the push to make EV charging faster so drivers can have a one-to-one trade off with their gasoline fill up experience, is that what’s going to be in demand as battery-powered transportation takes off? There’s also the question of whether battery health is going to take a huge dive with that sort of charging. I’m probably a bit biased towards Elon Musk’s opinion on such things (Tesla is leading the battery revolution, after all), so when he says 350 kW is a battery killer, I believe him. Will the tech catch up? I don’t know. But, I’m more questioning whether it needs to.
There are some considerable differences and advantages that electric cars have over ICE cars, and I don’t just mean in the emissions sense. With an ICE vehicle, it’s not (realistically) possible to have a nozzle attached to your gas tank in your garage overnight while you sleep, enabling you to wake up to a full tank each morning. You can’t do that while you’re at work, either, nor while running errands. Swap “nozzle” for a charging cable and you can with an EV, though. I really think this is going to be the biggest distinction in our ICE-driven world today and the battery-driven one in the future. Fast charging is great while you need it, but someday we won’t need it. Will we ever need “Halo” charging?
There’s still some time yet before EV chargers are as ubiquitous as wall chargers (and I guess technically those can be EV chargers, too), but hey – if airports and coffee bars can finally catch up to laptop and smartphone needs (plugs everywhere!), so can entities with parking lots. Not to mention, all that happened as a team effort by the tech companies and the plug-providing businesses: Better batteries plus better access to electricity equals electronic happiness (and expansion) for the consumer.
I know there was a period of time when longer cables were phone companies’ answer to portable phone conversations before cordless phones came along, which I admittedly only know because I like classic movies and TV shows. To me, this is a bit of a metaphor for what’s going on with EV charging. “Halo” type chargers are kind of the equivalent to longer telephone cords, and history shows that more of one thing isn’t always better.
The cordless phones are kind of a good metaphor, too. I remember (first hand) how long it took before static issues were eliminated. “Hold on, let me switch to the other phone because I’m too far from the base,” was a frequent conversation comment, and then multi-base systems were offered to solve that one, too. I see the static as the issue of long charging times and the phone base in every room as the faster and faster chargers. We’ve kind of foregone home phones altogether now thanks to cell phones, but to me that’s kind of like imagining an EV plug in every parking spot regardless of whether you’re a homeowner or a renter or a parking garage frequenter.
Once upon a time, cell phone batteries were huge, heavy, and held very little charge. We still complain about them since there are more and more power-hungry features added, but do we opt for a rotary phone over the issue? Nah. We keep chargers in our cars, in the wall at work, in our bags, and so forth. I think ultimately we’ll go in that direction with EVs rather than the hypercharger one, and it will change the landscape. Literally.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.
Tesla Full Self-Driving expands to another European country
Tesla Roadster event requires restricted airspace, and the FAA obliges
