

News
Ford doubles its F-150 Lightning production target again to 150k units per year
It appears that Ford is getting more and more serious about ramping its upcoming all-electric pickup truck, the F-150 Lightning. In a recent post on Twitter, Ford CEO Jim Farley noted that due to the overwhelming demand for the vehicle, the veteran automaker is now doubling its production plan again to 150,000 trucks per year.
As noted by Farley, Ford appears to have been surprised by the positive reception for the Lightning. Previous production plans for the vehicle were only for 40,000 units annually, though this was eventually raised to 80,000 trucks per year. With order books for the vehicle still growing, however, even a production goal of 80,000 per year seemed overly conservative.
“In Sept., due to huge demand for #F150Lightning, we doubled our production plan from 40k to 80k trucks per year. The demand keeps growing, so we’re doubling it again and now plan to produce 150,000 annually. America wants an all-electric @Ford F-150 and we plan to deliver,” Farley wrote.
Producing and delivering 150,000 F-150 Lightnings in one year is an impressive goal, though it would likely be a bit easier said than done considering the ongoing semiconductor and supply chain crisis. Considering that Ford already has its hands full with the ramp of the successful Mustang Mach-E, the automaker would have to be very creative and determined if it wishes to ramp two popular all-electric vehicles simultaneously.
There has been much excitement about the Ford F-150 Lightning. This is due in no small part to the fact that the vehicle is the all-electric version of America’s best-selling automobile. Just recently, the vehicle’s pricing was reportedly leaked from a Ford dealership, and based on the information in the document, it appears that the Lightning will be competing in segments from the sub-$40,000 category to the above $90,000 market.
As per the document, the Ford F-150 Lightning Pro will have an MSRP of $39,974, and the Ford F-150 Lightning XLT will have a $52,974 MSRP. The Ford F-150 Lightning Lariat would feature an MSRP of $67,474, and the Ford F-150 Lightning Platinum will be offered with an MSRP of $90,874.
2022 F-150 Lightning Order Bank Opening Playbook-1!3!22 by Simon Alvarez on Scribd
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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.

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.”
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.
Elon Musk
Elon Musk: Neuralink could restore partial vision to the blind next year
The executive posted the update on social media platform X.

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.
“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.
News
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.

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.
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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