News
Here’s how your Tesla could be affected by AT&T’s 3G network shutdown
AT&T will officially shut down its 3G network today, completing a phase-out of the near-obsolete connectivity as newer, high-speed options are now available. If you own a Model S vehicle built before June 2015, your car may be affected.
AT&T planned to shut down its 3G network as LTE, 4G, and 5G networks offer customers faster speeds. 3G is simply no longer needed. However, customers of other companies who have used AT&T’s 3G network are also affected. This, unfortunately, includes anyone who owns a pre-June 2015 build of the Model S, as its infotainment center needs to be upgraded to be compatible with the newer networks.
In July, Teslarati reported that AT&T’s 3G network shutdown would require a retrofit in any Model S built before June 2015. The retrofit is available for only $200, even though a vehicle affected could be nine years old by this time. Infotainment Upgrades for owners who drive pre-April 2018 versions of the Model S or Model X are eligible to purchase the MCU2 upgrade as well, but it’s available for $2,000 plus tax unless Autopilot Computer 2.0 or 2.5 is installed. For vehicles equipping the Autopilot 2.0 or 2.5 computer, the upgrade is only $1,500.
How to know if your Tesla Model S is affected
Tesla encourages owners to check if their vehicles are affected. “Your vehicle will be affected by AT&T’s 3G network shutdown if it is a Model S vehicle built before June 2015 and has not been upgraded to an LTE-capable modem or purchased Infotainment Upgrade, as these vehicles were not produced with a 4G/LTE capable modem.”
“You can also check your vehicle’s cellular network by looking at the connectivity status bars/icon near the top of the touchscreen. If ‘LTE’ is displayed next to this icon at any time (may require stable cellular connectivity), your vehicle will not be affected by AT&T’s 3G network shutdown,” Tesla said.
Owners can schedule the appointment by going to the Tesla Mobile App. Select ‘Schedule Service’ > ‘Upgrades & Accessories’ > ‘LTE Upgrade.’
The upgrade is needed because the Model S built before June 2015 uses a modem that is 3G compatible. New builds contain LTE-compatible modems that will operate with 4G and 5G networks.
Without upgrading, owners will lose the ability to access the following features unless connected to Wi-Fi:
- Roadside assistance to unlock your vehicle remotely
- Certain mobile app capabilities, including Summon, cabin pre-conditioning, vehicle location, remote unlock, etc.
- Certain Infotainment features, including navigation, maps, live traffic updates, up-to-date Supercharger availability and outage information, online music streaming, and onboard map updates
- Over-the-air updates
AT&T told CNN Business in a statement earlier today, “For nearly two years, we’ve proactively sent numerous communications via direct mail, bill messaging, emails and text messages to help customers transition to next-generation networks before 3G services end on February 22.” AT&T has been provided free replacement phones to many users with a 3G device since 2020.
3G networks launched back in 2002 and were an integral part of the growth of cell phones and wireless communications. Eventually, faster speeds were needed and shutting down the 3G networks globally is part of a larger commitment to re-use 4G and 5G infrastructure, which is more efficient than 3G. Verizon and T-Mobile will also deactivate their 3G networks by the end of the year.
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News
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.
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.
Elon Musk
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.
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.
Elon Musk
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.
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.