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GM announces ‘exponential jump’ in electronics that will allow OTA updates by 2023

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In an announcement on Monday, General Motors Co stated that most of its global fleet of vehicles would be capable of receiving over-the-air software upgrades by 2023. The upgrades, which were unveiled by General Motors President Mark Reuss, are made possible due to the adoption of an electronic architecture that’s an “exponential jump” from the hardware in the company’s existing lineup of vehicles.

Dubbed as the Digital Vehicle Platform, the next-generation system is expected to be rolled out to all of GM’s vehicles by 2023. The 2020 Cadillac CT5 sport sedan, which is expected to go on sale later this year, is expected to be GM’s first vehicle to be equipped with the new OTA-capable electronics. Al Adams, GM’s director of electronic architecture, described the platform as the “vehicle’s brain and nervous system,” being “five times more capable than today’s system.”

Reuss, who noted back in 2016 that GM will not be utilizing over-the-air updates for critical safety systems such as brakes, emphasized the role of software to the company’s vehicles. “The critical role of software and its importance to our vehicles, both now and for years to come, cannot be overstated. Our new digital vehicle platform and its eventual successors will underpin all our future innovations across a wide range of technological advancements, including EVs and expanded automated driving,” he said.

GM’s Digital Vehicle Platform is capable of handling 4.5 TB of data per hour. The automaker noted that OTA updates for its cars would allow improvements to engine performance, fuel economy, ride comfort, steering, navigation, as well as safety features. The new hardware will also deliver better image resolution for infotainment systems, and improve the performance of GM’s SuperCruise driver-assist suite.

“Components and systems can be improved throughout the vehicle’s life. Electrical architectures are the next battleground of the auto industry,” Adams said.

Apart from the upcoming 2020 Cadillac CT5, GM’s Digital Vehicle Platform is expected to be fitted on the mid-engine Chevrolet Corvette that is set to debut this coming July. Over 300 electrical engineers from GM’s tech center in Warren and its proving ground in Milford worked on the system.

GM might be among the first veteran carmakers to announce a dedicated initiative to transition its fleet of vehicles into smart cars in the future, but there is no denying that the company is coming into the party quite late. Tesla introduced over-the-air updates with the Model S back in 2012, and this very capability has been one of Tesla’s most prominent strengths ever since. By the time GM completes the rollout of its Digital Vehicle Architecture, Tesla would have already been doing OTA updates for 11 years.

Tesla might not be experienced enough yet to be considered one of the major players in the established auto industry, but what the Silicon Valley-based company lacks in raw experience, it makes up for in tech mastery. This is among the reasons why the tech in the Tesla Model 3 was able to astound industry experts such as Sandy Munro to no end.

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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Tesla confirms that it finally solved its 4680 battery’s dry cathode process

The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.

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tesla 4680
Image used with permission for Teslarati. (Credit: Tom Cross)

Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years. 

The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.

Dry cathode 4680 cells

In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.

The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”

Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.

4680 packs for Model Y

Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla: 

“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”

The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.

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Tesla Giga Texas to feature massive Optimus V4 production line

This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.

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Credit: Tesla/YouTube

Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.  

Optimus 4 production

In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas. 

This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4. 

“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated. 

How big Optimus could become

During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world. 

“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP. 

“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated. 

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Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk

The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.

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Credit: xAI

Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.

Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.

SpaceX xAI merger

As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.

Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy. 

Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.

AI and space infrastructure

A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.

xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.

Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future. 

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