

News
GM tells suppliers it plans to increase production on EVs by more than six-times
General Motors told its suppliers that it plans to increase the production of its electric trucks and the Cadillac Lyriq SUV by more than six times in an attempt to keep pace with industry leaders.
As the electric automotive market continues to become more competitive and has been dominated by smaller, EV-only companies, legacy automakers are ramping production and flexing their capacities in an effort to catch up. Ford recently announced that it would expand production of the Mustang Mach-E and F-150 Lightning, aiming to produce 600,000 electric units in just 22 months.
GM is now taking the same approach as Ford as a new report from Reuters shows that the automaker is planning to increase production rates of the GMC Hummer EV, the Chevrolet Silverado EV, and Cadillac Lyriq significantly. Production figures could reach a total of 46,000 units in 2022, an over 6x increase from original figures of 7,000 this year.
The Hummer EV and Silverado EV will have their production capacities increased from 3,800 vehicles in 2022 to 21,000.
GMC Hummer EV sports its massive size alongside full-size SUV
The increase in production matches several points GM CEO Mary Barra made last week during the company’s quarterly earnings call, where she indicated that the company would aim to deliver 400,000 electric cars by the end of 2023. Barra mentioned GM’s recent Michigan investment, which will give the company a production capacity of over one million units annually in North America by mid-decade.
During the Earnings Call, Barra mentioned that reservations for each of the aforementioned vehicles had reached impressive levels. The GMC Hummer EV has 59,000 reservations currently, while the Silverado EV has reached more than 110,000 orders since being unveiled last month. Additionally, the Lyriq has strong demand, Barra said, indicating that “customer interest in the Cadillac LYRIQ is growing so quickly that we’ll forgo a new round of reservations and begin taking customer orders soon after the Debut Edition launches in March.”
Lyriq production is planned to increase to 25,000 units in 2022, a drastic increase from the 3,200 planned production vehicles.
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Elon Musk
Elon Musk takes aim at Bill Gates’ Microsoft with new AI venture “Macrohard”
It is quite an appropriate name for a company that’s designed to rival Microsoft.

Elon Musk has set his sights on Microsoft with a new company called “Macrohard,” a software venture tied to his AI startup, xAI.
Musk described the project as a “purely AI software company” that’s designed to generate hundreds of specialized coding and generative AI agents that could one day simulate products from companies like Microsoft entirely through artificial intelligence.
Macrohard‘s Purpose
Musk announced Macrohard on Friday, though xAI had already registered the trademark with the US Patent Office a few weeks ago, as noted in a PC Mag report. Interestingly enough, this is not the first time that Musk has mentioned such an initiative.
Just last month, he stated that xAI was “creating a multi-agent AI software company, where Grok spawns hundreds of specialized coding and image/video generation/understanding agents all working together and then emulates humans interacting with the software in virtual machines until the result is excellent.”
At the time, Musk stated that “This is a macro challenge and a hard problem with stiff competition,” hinting at the venture’s “Macrohard” moniker. A few years ago, Musk also posted “Macrohard >> Microsoft” on X.
Powered by xAI and Colossus
Macrohard appears to be closely linked to xAI’s Colossus 2 supercomputer project in Memphis. Musk has confirmed plans to acquire millions of Nvidia GPUs, joining rivals such as OpenAI and Meta in a high-stakes race for AI computing power. Colossus is already one of the most powerful supercomputer clusters in the world, and it is still being expanded.
xAI is only a couple of years old, having been founded in March 2023. During its Engineering Open House event in San Francisco, Elon Musk highlighted that the company’s speed will be its primary competitive edge. “No SR-71 Blackbird was ever shot down and it only had one strategy: to accelerate,” Musk said.

Elon Musk tends to use social media platform X as his personal platform to express himself, so much so that critics tend to allege that the CEO is no longer serious about his numerous companies.
As per Musk, he is still very much in wartime CEO mode, despite all the jokes and fun posts about Ani on X.
Elon Musk leads several prolific companies, much more than the average CEO. And while Tesla is the only publicly traded entity that he currently leads, Musk is so visible that everyone across the internet pretty much has a strong opinion of him one way or another. For his longtime supporters and followers, however, what truly matters is if Musk is locked in.
Considering that Elon Musk’s feed on X has recently been filled with AI imagery, a good portion of which involve AI-rendered women, some X users have expressed concerns that the CEO may be losing focus once more. Musk responded to one such user by highlighting his very busy schedule and his numerous active projects.
Needless to say, Elon Musk is still locked in. He is still in “wartime CEO” mode.
As per the CEO, even his recent AI posts about AI are “part of a broader vision and strategy.” He also highlighted that SpaceX’s Starship Flight 10 is launching in a few days, xAI’s Grok 5 is starting its training next month, and Tesla’s Autopilot V14 is also coming next month. As per Musk, “long-term strategy is compelling.”
Elon Musk’s comments are quite accurate. While he may seem to spend all his time on X, after all, he is very much still neck-deep in all his companies’ projects. There is a reason why Musk became known as a visionary, and a lot of it is because he really is intimately involved in all of his companies’ projects.
News
Tesla watchers spot mysterious castings at Fremont Factory
The castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y.

A recent flyover of the Fremont Factory has triggered speculations about Tesla’s ongoing initiatives that are yet to be unveiled publicly. This was hinted at by the sighting of some apparent vehicle castings around the factory that have never really been observed before.
A Fremont Factory flyover
In a recent update, drone operator Met God in Wilderness, who has been chronicling the progress and developments of the Fremont Factory for years, shared some footage from his August 14, 2025 flyover. Based on the video, the Fremont Factory seemed very much alive. Vehicles were being pumped out of the factory, and a rather interestingly covered car could be seen going around the test track.
What is quite fascinating about the footage from the Fremont Factory is the fact that the vehicles that were moving from the production line to the outbound logistics lot are not driven manually anymore. As per Tesla in previous updates, vehicles produced at the Fremont Factory navigate to the outbound logistics lot on their own using Unsupervised FSD.
Mysterious castings
Perhaps most interestingly, the drone operator also managed to capture some footage of some castings that were being gathered just outside one of the facility’s sprung structures. These castings seem to be quite new, as they do not seem to match any of the castings that are currently being used for the Model Y. This has brought speculations suggesting that the new components, which seem smaller than standard Model Y megacasts, may be for a different, perhaps more compact, vehicle.
As per Tesla in its second quarter earnings call, the company actually started the initial production of more affordable models sometime in June. These vehicles, as per Elon Musk, will be made available for consumers in the fourth quarter. “Given that we started in North America and that our goal is to maximize production with higher rates by the end of Q3, we’re going to keep pushing hard on our current models to avoid complexity… We’ll be running with the more affordable models available for everyone in Q4,” Musk said.
Watch the recent drone footage of the Fremont Factory in the video below.
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