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GM may have found its solution to its Ultium bottlenecks

Credit: General Motors

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General Motors may have found its solution to the trouble and bottlenecks it has had with the Ultium battery project.

That solution lies within Kurt Kelty, a former Tesla battery technology senior director, who will join General Motors later this month as the company’s Vice President of Batteries.

Kelty was with Tesla for 11 and a half years, starting in March 2006 and leaving in August 2017 for a Senior VP position at Plenty. Most recently, Kelty worked at Sila Nanotechnologies, and for the past four and a half years, he has been the VP of Commercialization, where he was responsible for helping expand silicone anode material.

Kelty’s decision to join GM was first reported by TechCrunch, who stated his first day will be February 19.

GM President Mark Reuss told the publication:

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“The foundation that GM has established coupled with Kurt’s exceptional battery expertise in leading battery chemistry development, establishing partnerships, building out supply chains and partnering closely with teams that have developed leading battery systems will help us achieve our electrification goals and position GM as a leader in EV technology.”

It is perhaps the key addition GM needs to figure out the bottlenecks in the Ultium battery pack project, which has been a roadblock in the company launching an effective EV lineup that will rely on the Ultium platform.

In October, GM delayed the opening of its Ultium Cell production plant in Tennessee, but this was due to construction timeline issues. It was scheduled to be opened by the end of last year, but the company did not achieve that goal.

GM delays opening of Ultium Cell plant in Tennessee

Ultium was developed by GM to enable a lineup of new EVs and bring a software-based mentality to the cars. However, it has not been able to efficiently produce the vehicles that will sit on the Ultium platform, and Kelty is expected to solve the issues along with a team of engineers.

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Seven current GM models are utilizing Ultium cells:

  • GMC Hummer EV
  • BrightDrop Zevo 600 van
  • Chevrolet Silverado EV
  • Chevrolet Blazer EV
  • Cadillac Lyriq
  • Buick Electra E5
  • Buick Electra E4

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

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Credit: Tesla

Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.

The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.

This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.

Tesla Q2 2026 Earnings Results

  • Non-GAAP EPS – $0.33 reported vs. $0.53 expected
  • Revenues – $28.236 billion reported vs. $26.4 billion expected
  • Free Cash Flow- -$1.092B
  • Profit -$ 4.751B

Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.

Tesla shares closed today down just over 1 percent, trading at $374.01.

In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.

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Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.

You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.

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Tesla is about to make parking in busy lots less stressful than ever

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Tesla FSD 14.3 [Credit: TESLARATI)
Tesla FSD 14.3 [Credit: TESLARATI)

Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.

Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:

Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.

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Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.

Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.

The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:

Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.

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Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.

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Tesla starts preparing for Optimus in its smartphone app

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Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.

Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:

A Dedicated “Robot” Phone Key Authentication

Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.

Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont

Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.

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This is a great security feature that will eliminate at least face-value and low-level threats.

Home Data Collection and System Alerts

This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.

There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.

Other Changes

Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.

You can check out our coverage on what is included with the 2026 Summer Update here:

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Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

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