News
Ford signs joint venture with SK Innovation, backtracking its ‘no advantage’ battery stance
Ford has announced that it has signed a joint venture deal with South Korea’s SK Innovation in a monumental partnership that will manufacture EV battery cells in the United States. The announcement shows Ford has backtracked on its previous stance of manufacturing batteries in-house, after the company’s previous CEO Jim Hackett said there is “no advantage” to automakers building cells themselves.
Last night, Ford unveiled its F-150 Lightning pickup truck, an all-electric version of its highly-popular F-150 pickup that has dominated the U.S. truck market for years. Ford recently entered the electric vehicle sector with its Mustang Mach-E, a crossover that holds the legendary name of the muscle car that is synonymous with performance and aesthetics. Along with the Mustang Mach-E, Ford has unveiled the e-Transit van, an all-electric take on its chassis cab cargo van, and of course, the F-150 Lightning, which had its very public unveiling last night.
Now, Ford is making moves to increase battery cell supplies for its transition to electrification by entering a joint venture with SK Innovation. The venture will be called BlueOvalSK, and it was first reported by Reuters.
On the heels of a speech from President Joe Biden on Tuesday that outlined the importance of transitioning to electrification to not only fuel carbon neutralization efforts but also for secure American, unionized jobs, Ford is now taking extra steps to secure extra manufacturing jobs in its home country while aiming to avoid battery cell shortages.
Ford CEO Jim Farley told reporters on Wednesday night that “As the industry changes, we have to insource now.” Cells are the most important and most expensive portion of an electric car. A key way to reduce costs and remain more competitive in the EV sector is to produce cells through a partnership with suppliers or with a wholly-owned facility. Tesla does both, as the company purchases cells from LG Chem and CATL, and through a partnership with Panasonic at its Gigafactory Nevada site. Additionally, Tesla produces its own 4680 cells at the Kato Road facility in Northern California. These cells have yet to be installed into vehicles, but will be in the future and will decrease battery costs while increasing power, range, and efficiency.
Farley believes that the partnership will help avoid battery constraints for its vehicles, an issue that has plagued the automotive sector this year, except with semiconductors.
Interestingly, it is a major backtrack from what Ford’s former stance on battery production was. Last year, then-Ford CEO Jim Hackett commented on Tesla’s strategy to produce its own cells, stating it had “no advantage.”
Hackett said:
“I’ve met with a number of the people that you know that are in the supply side of this. And it was our estimation, in fact, our whole team went through a really deep dive on this six months ago, that the supply chain has ramped up since Elon built his Gigafactory. And so there’s plenty there that does not warrant us to migrate our capital into owning our own factory. There’s no advantage in the ownership in terms of cost or sourcing as what Ford can draw on.”
After Farley took the helm at Ford on October 1, 2020, he seemed to indicate that things were heading in a different direction than Hackett indicated. “Absolutely, we’re discussing it as a team,” when asked about Ford’s potential to produce its own cells.
Ford’s F-150 Lightning will start from $39,974 to $90,474 and will offer up to 300 miles of range with its extended range battery.
Ford F-150 Lightning unveiled: Price, Release date, Range, Features and more
What do you think? Let us know in the comments below, or you can email me at joey@teslarati.com or Tweet me @KlenderJoey.
Elon Musk
Tesla’s Elon Musk: 10 billion miles needed for safe Unsupervised FSD
As per the CEO, roughly 10 billion miles of training data are required due to reality’s “super long tail of complexity.”
Tesla CEO Elon Musk has provided an updated estimate for the training data needed to achieve truly safe unsupervised Full Self-Driving (FSD).
As per the CEO, roughly 10 billion miles of training data are required due to reality’s “super long tail of complexity.”
10 billion miles of training data
Musk comment came as a reply to Apple and Rivian alum Paul Beisel, who posted an analysis on X about the gap between tech demonstrations and real-world products. In his post, Beisel highlighted Tesla’s data-driven lead in autonomy, and he also argued that it would not be easy for rivals to become a legitimate competitor to FSD quickly.
“The notion that someone can ‘catch up’ to this problem primarily through simulation and limited on-road exposure strikes me as deeply naive. This is not a demo problem. It is a scale, data, and iteration problem— and Tesla is already far, far down that road while others are just getting started,” Beisel wrote.
Musk responded to Beisel’s post, stating that “Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity.” This is quite interesting considering that in his Master Plan Part Deux, Elon Musk estimated that worldwide regulatory approval for autonomous driving would require around 6 billion miles.
FSD’s total training miles
As 2025 came to a close, Tesla community members observed that FSD was already nearing 7 billion miles driven, with over 2.5 billion miles being from inner city roads. The 7-billion-mile mark was passed just a few days later. This suggests that Tesla is likely the company today with the most training data for its autonomous driving program.
The difficulties of achieving autonomy were referenced by Elon Musk recently, when he commented on Nvidia’s Alpamayo program. As per Musk, “they will find that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.” These sentiments were echoed by Tesla VP for AI software Ashok Elluswamy, who also noted on X that “the long tail is sooo long, that most people can’t grasp it.”
News
Tesla earns top honors at MotorTrend’s SDV Innovator Awards
MotorTrend’s SDV Awards were presented during CES 2026 in Las Vegas.
Tesla emerged as one of the most recognized automakers at MotorTrend’s 2026 Software-Defined Vehicle (SDV) Innovator Awards.
As could be seen in a press release from the publication, two key Tesla employees were honored for their work on AI, autonomy, and vehicle software. MotorTrend’s SDV Awards were presented during CES 2026 in Las Vegas.
Tesla leaders and engineers recognized
The fourth annual SDV Innovator Awards celebrate pioneers and experts who are pushing the automotive industry deeper into software-driven development. Among the most notable honorees for this year was Ashok Elluswamy, Tesla’s Vice President of AI Software, who received a Pioneer Award for his role in advancing artificial intelligence and autonomy across the company’s vehicle lineup.
Tesla also secured recognition in the Expert category, with Lawson Fulton, a staff Autopilot machine learning engineer, honored for his contributions to Tesla’s driver-assistance and autonomous systems.
Tesla’s software-first strategy
While automakers like General Motors, Ford, and Rivian also received recognition, Tesla’s multiple awards stood out given the company’s outsized role in popularizing software-defined vehicles over the past decade. From frequent OTA updates to its data-driven approach to autonomy, Tesla has consistently treated vehicles as evolving software platforms rather than static products.
This has made Tesla’s vehicles very unique in their respective sectors, as they are arguably the only cars that objectively get better over time. This is especially true for vehicles that are loaded with the company’s Full Self-Driving system, which are getting progressively more intelligent and autonomous over time. The majority of Tesla’s updates to its vehicles are free as well, which is very much appreciated by customers worldwide.
Elon Musk
Judge clears path for Elon Musk’s OpenAI lawsuit to go before a jury
The decision maintains Musk’s claims that OpenAI’s shift toward a for-profit structure violated early assurances made to him as a co-founder.
A U.S. judge has ruled that Elon Musk’s lawsuit accusing OpenAI of abandoning its founding nonprofit mission can proceed to a jury trial.
The decision maintains Musk’s claims that OpenAI’s shift toward a for-profit structure violated early assurances made to him as a co-founder. These claims are directly opposed by OpenAI.
Judge says disputed facts warrant a trial
At a hearing in Oakland, U.S. District Judge Yvonne Gonzalez Rogers stated that there was “plenty of evidence” suggesting that OpenAI leaders had promised that the organization’s original nonprofit structure would be maintained. She ruled that those disputed facts should be evaluated by a jury at a trial in March rather than decided by the court at this stage, as noted in a Reuters report.
Musk helped co-found OpenAI in 2015 but left the organization in 2018. In his lawsuit, he argued that he contributed roughly $38 million, or about 60% of OpenAI’s early funding, based on assurances that the company would remain a nonprofit dedicated to the public benefit. He is seeking unspecified monetary damages tied to what he describes as “ill-gotten gains.”
OpenAI, however, has repeatedly rejected Musk’s allegations. The company has stated that Musk’s claims were baseless and part of a pattern of harassment.
Rivalries and Microsoft ties
The case unfolds against the backdrop of intensifying competition in generative artificial intelligence. Musk now runs xAI, whose Grok chatbot competes directly with OpenAI’s flagship ChatGPT. OpenAI has argued that Musk is a frustrated commercial rival who is simply attempting to slow down a market leader.
The lawsuit also names Microsoft as a defendant, citing its multibillion-dollar partnerships with OpenAI. Microsoft has urged the court to dismiss the claims against it, arguing there is no evidence it aided or abetted any alleged misconduct. Lawyers for OpenAI have also pushed for the case to be thrown out, claiming that Musk failed to show sufficient factual basis for claims such as fraud and breach of contract.
Judge Gonzalez Rogers, however, declined to end the case at this stage, noting that a jury would also need to consider whether Musk filed the lawsuit within the applicable statute of limitations. Still, the dispute between Elon Musk and OpenAI is now headed for a high-profile jury trial in the coming months.
Tesla’s Elon Musk: 10 billion miles needed for safe Unsupervised FSD
Tesla earns top honors at MotorTrend’s SDV Innovator Awards
