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Roofing industry keeps close watch on Tesla Solar Roof as production nears

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The first installation of Tesla’s highly anticipated Solar Roof product is expected to take place in the coming months, bringing the company one step closer to providing a comprehensive and arguably best looking “sun-to-vehicle” system possible. As we near the inaugural installations, those in the solar industry are keeping a close watch on the impact Tesla’s roll out will have on solar demand and the entire category as a whole.

Tesla’s Solar Roof glass tiles— offered in four styles of Tuscan, Slate, Textured, and Smooth—  look like regular roof tiles from ground level, but embedded with photovoltaic solar cells underneath. Tesla claims the glass tiles are more resilient than traditional roof tiles, and the company guarantees them for the lifetime of the house. Sweetening the whole deal, Tesla— with the help of SolarCity, which it merged with in November 2016— includes the labor and materials of tearing down your old roof and installing the new in the purchase of a Solar Roof.

Tesla is not the first to produce solar tiles. In 2016, Dow Chemical stopped its production of solar shingles five years after it first launched them, citing the low efficiency and high costs of their product. Other companies, such as Forward Labs, already produce such a product, but none have the visibility and ability to capture the attention of the media like Tesla and Elon Musk.

Over the past few years, the growth of demand for residential solar installations has begun to slow: consumer preferences have shifted more to community-based systems, electricity prices have plummeted due to falling natural gas and oil prices, and utility companies have begun to push back against catering to those who want to go “off-the-grid.” In an industry with few recent and dramatic product-level innovations, the excitement over residential solar systems has been cooling. According to Forbes, installation growth rates dropped from 63% per year from 2013 to 2015, to merely 16% in 2016. Some believe that Tesla’s high-visibility and loyal consumer base can reinvigorate the market. Grace Robertson, marketing manager of LightWave Solar, a solar installation company not affiliated with Tesla, said that Tesla’s movement has prompted local interest in LightWave Solar and the solar industry as a whole.

“The Solar Roof announcement generated a buzz and we got a few more phone calls than usual,” wrote Robertson in a comment to Teslarati. “It gets people excited about solar.”

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But Tesla’s product is not just a replacement for solar panels: it is a replacement for solar panels and the entire roof they sit on. This comes with a hefty price tag. Tesla has advertised that the cost of the solar roof, offset by tax breaks and generation of solar energy, will be competitive with the price of a more traditional roof made with comparable materials. But these “comparable materials”— slate, glass, and terra-cotta— do not include the asphalt shingles that top over 75% of American homes. That focuses the market down to the other 25%.

According to Tesla’s Solar Roof cost calculator, the estimated cost and benefit of a solar roof is highly dependent on one’s location, typical electricity bill, and square footage of your house. For a typical residence in Massachusetts of 2,400 square feet with a $215/mo electric bill, a solar roof in which 60% of tiles are solar panels, would cost $71,600, not including the addition of a Powerwall 2 home battery storage system. Offsetting the cost is the projected $99,300 worth of energy generated by the roof over 30 years in addition to a $20,400 federal tax credit. Over those 30 years, Tesla estimates the home-owner will earn a net $41,100. Not a bad deal, although re-roofing the same house with asphalt shingles would cost only around $11,000 to $17,000. For a similar-sized house in central Iowa, the Tesla calculator recommends a covering of 50% solar tiles for the roof, with an upfront price tag of $40,500 (plus a $7,000 Powerwall 2 battery) for a net cost of $7,100 over 30 years. Not as great a deal.

For some, high property taxes and already low electricity bills make these upfront costs even less attractive. As Senior Technology Editor at Ars Technica Lee Hutchinson pointed out on Twitter: “My 2600sqft **HOUSE** only cost $200k. My property taxes would explode w/adding another 50% onto the home’s appraised value [with a solar roof].”

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Hutchinson lives in Texas, and expressed the concerns of many who wish they could buy into the solar roofs, but can’t get past the sticker shock. Elon Musk replied that he understood the concern over the high prices, tweeting: “This is true. The economics are not yet compelling where housing and utility costs are low and property taxes are high.”

Robertson, from LightWave Solar, noted that while Tesla’s product is bringing renewed interest to the solar industry, she does not expect the solar roof to significantly impact the sales of more traditional solar panels due to these high upfront costs.

“Since most of our customers want the most cost-effective solar solution, we don’t expect the Solar Roof to put much of a dent in our sales of traditional solar panels,” wrote Robertson.

However, in an op-ed for the San Francisco Tribune, CEO and founder of EnergySage Vikram Aggarwal, an online solar marketplace backed by the U.S. Department of Energy, argued that the buzz around Tesla’s Solar Roof may not be too good for traditional solar installers after all. Aggarwal wrote that before the tiles are installed and tested on real people’s houses, the uncertainty around the roof’s total cost and energy production will cause consumers to delay buying the product until more information is available. In the meantime, those who have become excited about solar energy are not giving business to local solar panel installers either.

“The Tesla Solar Roof should be viewed as a well-designed luxury roofing product first — its solar production benefits are an additional benefit, but not its core offering,” wrote Aggarwal. “Until more comprehensive, transparent information about the all-in costs of the Tesla Solar Roof are made available, his revolutionary product may only take the wind out of the rest of the solar industry’s sails.”

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But for those who are already willing to pay for high-end roofing materials and who are looking to re-roof in the near future, the Solar Roof could be a great addition to their house and other Tesla products.

With the high costs and slow roll-out, the Solar Roof isn’t expected to immediately revolutionize the solar industry in the US. Most people probably will not see solar shingles in their neighborhood for several years yet. What it will do is push the solar industry back into the limelight for at least a few months and encourage consumers to reimagine a home powered by the sun in a new era of fashionable renewable energy. Tesla is not the first to bring accessible solar to residential areas, but it is the first in a long time to make it cool.

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Tesla job listings hint at 24/7 Robotaxi operations in several states

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing.

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Credit: Tesla

Tesla seems to be laying the groundwork for a 24/7 Robotaxi service across several states. This was hinted at by a substantial number of interesting Robotaxi-related job listings that have been posted on the company’s Careers website. 

24/7 Robotaxis and Night Shift Specialists

A look at Tesla’s official Careers website shows that the company is currently looking for multiple Robotaxi Fleet Support Specialists for the Night Shift. The listing itself describes a role focused on maintaining vehicles for “smooth 24/7 operations,” hinting at the company’s next steps in its efforts to ramp its autonomous ride-hailing service across several U.S. cities.

“We are looking for a highly motivated and passionate individual to join our Autopilot Fleet Team. As Fleet Support Specialist, you will play a crucial role in ensuring that all our vehicles are in excellent condition at all times, supporting smooth 24/7 vehicle operations,” the job listing read. 

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing. This suggests that Tesla really is looking at a potential multi-state rollout strategy for its Robotaxi service, likely in the near future.

Musk targets major Robotaxi fleet growth by year’s end

Tesla’s Robotaxi pilot is still in early stages, but CEO Elon Musk recently hinted that substantial updates are coming soon to the Austin and Bay Area programs. Speaking on the All-In podcast, Musk said Tesla aims to expand its Robotaxi fleet to 500 vehicles in Austin and 1,000 in the Bay Area before the end of 2025.

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“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said. 

With just two months left in the fourth quarter, Tesla’s AI team is facing a busy ramp-up period that could mark the company’s most ambitious real-world test of its autonomous driving program yet.

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Tesla and Samsung SDI in talks over new US battery storage deal: report

The update was related by industry sources and initially reported by South Korean news outlets.

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Credit: Tesla Megapack

Recent reports have suggested that Tesla and Samsung SDI are in talks over a potential partnership to supply batteries for large-scale energy storage systems (ESS). 

The update was related by industry sources and initially reported by South Korean news outlets. 

ESS batteries to be built at Samsung’s Indiana plant

As noted in a report from Korea JoongAng Daily, the demand for energy storage systems has been growing rapidly in North America, thanks in no small part to the surge in AI investments across numerous companies. With this in mind, Tesla has reportedly approached Samsung SDI about a potential battery supply deal.

The deal is reportedly worth over 3 trillion Korean won (approximately $2.11 billion) and will span three years, according to The Korea Global Economic Daily. A battery supply deal with Samsung SDI could make sense for Tesla as the company already has a grid-scale battery, the Megapack, which is perfect for industrial use. Samsung SDI could simply supply cells for the EV maker.

Production of the batteries would reportedly take place at Samsung SDI’s joint venture factory with Stellantis in Indiana, which is currently under construction. Samsung SDI recently announced plans to use part of that plant’s EV lines to produce cells for ESS, with a targeted capacity of 30 GWh by the end of next year.

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Tesla and Samsung’s partnership

At present, only a handful of manufacturers, including Korea’s LG Energy Solution, Samsung SDI, SK On, and Japan’s Panasonic, are capable of producing energy storage-scale batteries domestically in the United States. A Samsung SDI official issued a comment about the matter, stating, “Nothing has been finalized regarding cooperation with Tesla.”

The possible energy storage system deal adds another layer to Tesla’s growing collaboration with Samsung, which is already in line as a partner in the upcoming production of Tesla’s AI5 and AI6 chips. Early sample manufacturing of the AI6 is expected to begin in South Korea, with mass production slated for Samsung’s Texas-based Taylor foundry when it starts operations.

The AI6 chip will power Tesla’s next wave of high-volume projects, including the Optimus humanoid robot and the autonomous Cybercab service. Musk has called the partnership with Samsung a “real collaboration,” adding that he personally plans to “walk the line” at the Taylor facility to speed up progress.

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Elon Musk maps out Tesla’s AI chip iterations, and they’re pretty nutty

Based on the CEO’s post, it appears that Tesla is already exploring generations as far as AI8.

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Elon Musk recently revealed new details about Tesla’s next-generation AI5 chip while hinting at even more advanced iterations of its custom silicon. 

Based on the CEO’s post, it appears that Tesla is already exploring generations as far ahead as AI8.

Elon Musk teases Tesla’s chip development

In his X post, Musk stated that he had just completed a design review with Tesla’s chip engineers in California and Texas for the company’s upcoming AI5 chip. This was not surprising at all, considering that Musk has been discussing AI5 for quite some time now. What was surprising, however, were his comments that followed.

“And AI6 and AI7 will follow in fast succession. AI8 will be out of this world,” he wrote in his post, adding in a follow-up that his chip design review would be continuing the next day, followed by an Optimus demo review.

Considering that Tesla is currently rolling out a Robotaxi service using cars that are equipped with AI4 chips, some industry watchers have expressed interest in why the company is developing several generations’ worth of silicon for the company’s products. Inasmuch as AI4 might be enough for FSD and the Robotaxi rollout today, however, products such as Optimus might benefit from a more advanced chip. 

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Even AI5 will already be insanely impressive

During Tesla’s Q3 2025 earnings call, Musk described AI5 as “an amazing design” that represents a full evolution from the AI4 chip currently used in its vehicles and data centers. The new hardware, which will be manufactured by both Samsung in Texas and TSMC in Arizona, is expected to deliver up to 40x performance gains compared to its predecessor.

Tesla’s in-house engineering team redesigned the chip from the ground up, removing traditional components such as GPUs and image signal processors to improve efficiency and power måanagement. Musk said the chip now fits within a half-reticle design, calling it “a beautiful chip” into which he’s “poured so much life energy.”

Musk confirmed Tesla’s plan to create an oversupply of AI5 chips that could power not only vehicles but also humanoid robots and data centers. He emphasized that Tesla’s vertically integrated approach, designing both hardware and software, gives it a unique edge in scaling AI applications.

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