General Motors is delaying its jointly-run electric vehicle factory with Samsung SDI by one year, a move that shows another legacy automaker tempering their expectations as the U.S. EV market seems to be derailed by consumer interest in hybrids.
GM and Samsung SDI said on Tuesday that they would still build the factory, slated to be located in New Carlisle, Indiana, but it will now be ready to produce battery cells in 2027 instead of 2026.
The reasons for the delay are “market conditions and contract details,” GM said.
Market Conditions
Several automakers have admitted that the consumer interest trends have pointed in the direction of hybrid electric vehicles and not pure EVs. Ford recently announced that it would push its EV plans back and would instead focus on building out more hybrids in the coming years. It will still build EVs, including a new, all-electric pickup, but it won’t come until the latter half of the decade.
Tesla also said that hybrids are becoming the focus of many carmakers, especially as consumers have been buying them more frequently.
We are seeing more legacy car companies adjust their strategies to line up with what consumers are buying, and while EVs are still a good seller with a 7 percent increase in sales in the first half of 2024, their products are not necessarily on par with those of Tesla, Rivian, and Lucid.
Hyundai has performed well, as their Kia and Genesis siblings accounted for 10 percent of the EV market share in the U.S. in the first half of the year.
Contract Details
GM and Samsiung SDI will employ 1,600 workers, and while it did not go into too much detail regarding what the hold up is with contracts or employee terms.
However, the UAW said it would include the new plant and its workers in negotiations last October. Workers at the plant need to agree in majority or need a card check to unionize the plant.
More than likely, Samsung SDI needs to have talks with the UAW and workers before it is decided whether the plant will become unionized when it becomes operational.
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Elon Musk
Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when
“The safety driver is just there for the first few months to be extra safe. Should be no safety driver by end of year.”

Tesla CEO Elon Musk said today that the company plans to completely eliminate Safety Drivers from its Robotaxi fleet, which differs from the Safety Monitors it uses.
Tesla’s Robotaxi platform utilizes employees in the front passenger seat during city rides in Austin and the driver’s seat of the vehicles during highway operations in Austin, as well as during all rides in the Bay Area.
Tesla adjusts Robotaxi safety monitor strategy in Austin with new service area
Musk said the presence of a Safety Driver “is just there for the first few months to be extra safe,” but there are plans to remove them in an effort to remove the crutches the company uses during the early stages of Robotaxi.
The CEO then outlined a timeframe for when it would remove the presence of an employee in the driver’s seat in both Austin and the Bay Area. He said there “should be no safety driver by end of year.”
The safety driver is just there for the first few months to be extra safe.
Should be no safety driver by end of year.
— Elon Musk (@elonmusk) September 4, 2025
Having a Safety Driver or Monitor has been a major point of criticism from Robotaxi skeptics and Tesla critics.
However, Tesla has maintained that its priority in the early stages is the safety of riders, which will keep things running; even a single negative incident could derail self-driving efforts as a whole, including those outside of the company.
Tesla executives have said their attitude toward safety is “paranoid,” but for good reason: an accident could set back the progress that it and many other companies, including rivals like Waymo, have made in the past few years.
For now, it might be a point of criticism for some, but it’s smart in the near term. Musk plans for Tesla to have Robotaxi operating for half of the U.S. population by the end of the year as well, so it will be interesting to see if it can maintain these timelines.
News
Tesla is already giving Robotaxi privileges hours after opening public app
This morning, Tesla launched the app in the Apple Store, giving iOS users the ability to download and join a waitlist in hopes of gaining access.

Tesla is already giving Robotaxi privileges to those who downloaded the app and joined its waitlist just hours after it launched in the United States.
As the Robotaxi platform has been operating in Austin for several months, Tesla is now allowing the general public to download its app and call for a driverless ride in the city.
Tesla Robotaxi makes major expansion with official public app launch
The company previously sent invitations to select media outlets and Tesla influencers, seeking initial feedback on the performance of the Robotaxi platform.
There have been positive reviews, but, as with any Beta program, some mishaps have also occurred, although none have been significant.
As of the writing of this article, the City of Austin only lists one incident involving a Tesla Robotaxi, noting it as a “Safety Concern,” but not an accident or collision.
This morning, Tesla launched the app in the Apple Store, giving iOS users the ability to download and join a waitlist in hopes of gaining access.
Tesla is already granting Robotaxi access to several of those who have downloaded the app and gotten on the waitlist early:
Been getting a lot of messages from people who downloaded Tesla’s new Robtoaxi app last night and already have access to the company’s robotaxi and ride-hailing services. pic.twitter.com/xgbki1D3Lw
— Sawyer Merritt (@SawyerMerritt) September 4, 2025
With the launch of the public app, we were not too sure how soon Tesla would be able to initiate bringing more riders into the Robotaxi program. The immediate admittance for some riders just hours after the launch is a big positive and is surely a sign of strength for Tesla and its Robotaxi program.
What many will look for moving forward is the expansion of the geofence, which does not seem like a problem, as Tesla has already managed to do this on three occasions. The most recent expansion has expanded the service area to approximately 190 square miles.
People will also look for evidence of fleet expansion, a concern that has been a concern for many, especially since Tesla has not been completely transparent about it. They have revealed a recent service fleet growth of 50 percent, but there has been no specific number of vehicles mentioned.
News
Tesla explains why Robotaxis now have safety monitors in the driver’s seat
The update to Austin’s safety monitors became a point of interest among Tesla watchers on social media.

Tesla has provided an explanation about the presence of safety monitors in the driver’s seat of its autonomous Robotaxi units.
The autonomous ride-hailing service is currently being deployed in Austin and the Bay Area, with more cities across the United States expected to gain access to the service later this year.
Safety Monitors
When Tesla launched its initial Robotaxi program in Austin, the company made headlines for operating vehicles without a human in the driver’s seat. Even with this setup, however, Tesla still had safety monitors in the passenger seat of the Robotaxis. The safety monitors, which do not interact with passengers, have been observed to report issues and other behaviors from the autonomous vehicles in real time.
Safety monitors on the driver’s seat were also employed in the service’s Bay Area rollout, though numerous members of the EV community speculated that this was likely done to meet regulations in California. However, with the expansion of the Austin geofence, riders in Tesla’s Robotaxis observed that the safety monitors in the city have been moved to the driver’s seat as well.
Tesla’s explanation
The update to Austin’s safety monitors became a point of interest among Tesla watchers on social media. Longtime FSD tester Whole Mars Catalog, for one, speculated that the move might be due to Texas’ new regulations for autonomous vehicles, which took effect recently. Interestingly enough, the official Tesla Robotaxi account on X responded to the FSD tester, providing an explanation behind the safety monitor’s move to the driver’s seat.
“Safety monitors are only in the driver’s seat for trips that involve highway driving, as a self-imposed cautious first step toward expanding to highways,” the Tesla Robotaxi account noted.
Tesla has been extremely cautious with its autonomous driving program, particularly with the rollout of its Robotaxi service, which use Unsupervised FSD. This is quite understandable considering the negative media slant that Tesla is consistently subjected to, which could very well result in minute incidents or mistakes by Robotaxis being blown out of proportion.
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