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Tesla Model S refresh units spotted in Fremont Factory ahead of customer deliveries

Credit: The Kilowatts/Twitter

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Tesla’s efforts to produce the Model S refresh seem to be making some headway, with recent videos of the Fremont Factory showing what could very well be the first production units of the all-electric flagship sedan. While Tesla’s deliveries for the Model S refresh are looking to be a bit later than Elon Musk’s February estimate, customer deliveries seem to be coming soon. 

The new Model S refresh units were spotted during a recent visit to the Fremont Factory by electric vehicle advocates Ryan Levenson of The Kilowatts and Model 3 owner Arash Malek. During their short visit, the EV enthusiasts were able to observe a red Model S refresh being driven around the Fremont Factory area. Unlike the test vehicles that have been spotted in the wild recently, the Model S in question was fitted with some window trim wrap and bar code stickers, hinting that they are not intended for simple road tests. 

Another Model S refresh was sighted alongside Tesla’s other vehicles in the Fremont Factory’s holding lots. While the car was a bit difficult to see amidst the sea of Model 3s in the area, several Model S refresh elements were visible in the car, such as its blacked-out trim and updated bumper design. Similar to the red unit spotted driving around the factory, the Model S refresh in the parking lot also had bar code stickers, a potential indicator that the vehicle is intended to be delivered to customers. 

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What is quite interesting is that so far, the two new Model S refresh sighted in Fremont were equipped with a round steering wheel. This is quite interesting considering that Elon Musk and Tesla have made it a point to emphasize that the Model S refresh would be fitted with a yoke steering system, a rather controversial set of steering controls that have so far been greenlighted in numerous European countries. 

The Model S refresh sightings come at a time when rumors have emerged alleging that Tesla is running into some delays at the Fremont Factory due to a shortage of chips from Samsung, which supplies parts for the Full Self-Driving computer. Samsung’s operations in its Austin fabrication facility were disrupted last week due to the state’s widespread power outages. That being said, reports have also mentioned that Model 3 production is still at around 800 units per day, which should help keep the facility productive while it waits for the chip shortages to subside. 

Elon Musk has noted that the Model S refresh will start customer deliveries in February. While accomplishing this target may seem unlikely considering that the month is almost at its end, the presence of what appear to be production Model S refresh vehicles in the Fremont Factory means that Tesla is indeed working on getting its revamped flagship sedan to customers as soon as possible. 

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Watch a video of a production Model S refresh on the road in the video below. 

https://youtu.be/_cFHRKiXvVc?t=187

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Elon Musk is setting high expectations for Tesla AI5 and AI6 chips

Musk confirmed this week that Tesla had just completed a design review for AI5.

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

Elon Musk is setting high expectations for Tesla’s in-house silicon program. As per Musk in a set of recent posts on X, Tesla’s AI5 and AI6 will be game-changing. 

Tesla’s AI5 and AI6 are incredibly important for Tesla’s future, which will likely be built on the back of very high-volume products like Optimus and the Cybercab.

Musk sets high expectations

Musk confirmed this week that Tesla had just completed a design review for AI5, which will initially be manufactured by TSMC in Taiwan before production ramps in Arizona. As per Musk, consolidating Tesla’s chip design efforts into one architecture has allowed the company to focus its silicon talent on delivering a single high-performance platform. 

“Just had a great design review today with the Tesla AI5 chip design team! This is going to be an epic chip. And AI6 to follow has a shot at being the best (by) AI chip by far. Switching from doing 2 chip architectures to 1 means all our silicon talent is focused on making 1 incredible chip. No-brainer in retrospect,” Musk wrote in his post.

In a follow-up post, the CEO also stated that the company’s upcoming AI5 chip “will probably be the best inference chip of any kind” for models below ~250 billion parameters, with the “lowest cost silicon and best performance per watt.” Musk added that AI6, which follows AI5, “has a shot at being the best AI chip by far.”

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AI6 as Dojo’s successor

While AI5 is nearing production, Musk has also pointed to AI6 as Tesla’s next major target. The chip will be manufactured at Samsung’s upcoming Texas facility, part of a multibillion-dollar deal to support Tesla’s next-generation products such as the Cybercab and the Optimus humanoid robot. Musk also noted that AI6 could effectively replace Project Dojo as Tesla’s training platform, given its potential for both inference and training workloads.

Industry veterans have echoed this view, with former Apple and Rivian engineer Phil Beisel suggesting that “AI6 is now Dojo.” Musk appeared to agree, responding with a “bullseye” emoji. Musk has also noted on X that he would personally be walking the line in Samsung’s upcoming AI6 factory in Texas, to make sure that the facility’s output is accelerated according to Tesla’s requirements. 

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Elon Musk: Neuralink could restore partial vision to the blind next year

The executive posted the update on social media platform X.

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Credit: Steve Jurvetson/Twitter

Elon Musk has suggested that Neuralink could attempt to restore limited sight to visually impaired patients as early as 2026. 

The executive posted the update on social media platform X amid news of Neuralink’s first successful Telepathy implants outside the United States. 

Blindsight trials

In a response to a post from Neuralink’s official X account about its first Canadian patients, Musk wrote that the company is “Aiming to restore (limited) sight to the completely blind next year.” The update was well-received on social media, as the device would most likely provide notable quality of life improvements to patients. Neuralink’s current implant, Telepathy, is already changing lives today, and the same will likely be true for Blindsight.

This was not the first time that Musk has provided an update to Neuralink’s Blindsight trials. Earlier this year, Musk told the Qatar Economic Forum that the first human implantation of Blindsight could occur early 2026, potentially in the United Arab Emirates. Neuralink has explored collaboration with the Cleveland Clinic Abu Dhabi to perform the initial surgery. Blindsight has also received a “breakthrough device” designation from the US FDA, hinting at the implant’s development.

Blindsight’s potential

Musk has previously described Blindsight as Neuralink’s brain-computer interface (BCI) designed to restore vision. During Neuralink’s 2022 Show & Tell event, Musk stated that Blindsight would target the brain’s visual cortex, bypassing damaged eyes entirely to generate visual perception. This means that vision could be restored even for people who were born blind. 

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“The first two applications we’re going to aim for in humans are restoring vision, and I think this is notable in that even if someone has never had vision ever, like they were born blind, we believe we can still restore vision. The visual part of the cortex is still there. Even if they’ve never seen before, we’re confident they could see,” Musk said.

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Sweden Mediation Institute throws in the towel on Tesla vs IF Metall union conflict

After nearly two years, the union’s strike has become the country’s longest labor dispute to date.

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Credit: @NicklasNilsso14/X

Sweden’s Mediation Institute has formally ended its efforts to resolve the conflict between Tesla Sweden and trade union IF Metall. After nearly two years, the union’s strike has become the country’s longest labor dispute to date. 

Launched 677 days ago by the IF Metall union, the strike was intended to push Tesla Sweden into signing a collective agreement. Tesla Sweden, however, remained firm, maintaining that its working conditions are already better than union standards.

Mediation Institute withdraws

The state-run Mediation Institute, which had been involved early in the strike, confirmed this week that it was officially closing the case. The two parties have had several meetings, but neither side has been able to come to an agreement.

Director General Irene Wennemo described the effort as unprecedented in difficulty in a comment to Ekot. “We have tried in every possible way to get the parties to come closer to each other in a way that allows this conflict to end. But now we have come to the end of the road and have realized that it is just as good to end the case,” she told the Swedish outlet.

Union signals flexibility

The mediators noted in their final report that Tesla Sweden had limited authority in the talks, with key decisions appearing to rest with executives in the United States. The situation, they stated, created barriers to compromise that made the conflict “unlike anything else.” Tesla has maintained throughout that its Swedish workers already receive strong benefits and protections without the need for a formal collective agreement, as noted in a CarUp report.

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IF Metall, for its part, has begun hinting that it was open to alternatives. This was highlighted by Union Chair Marie Nilsson, who noted that while the preferred outcome of the country’s longest strike in history is a signed agreement, “other alternative solutions” are now on the table. “You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” the union official stated.

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