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JB Straubel Talks Tesla Gigafactory, Electric Airplane In Toronto

Tesla CTO JB Straubel talked about building batteries at the Gigafactory during his keynote address at the Discovery 16 conference in Toronto on Monday. Sponsored by the Ontario Centers For Excellence on Monday, the conference is one of the largest and most important technology meetings in Canada each year.
Tesla wants to reinvent the automobile manufacturing process at its Fremont factory so it can build hundreds of thousands of Model 3 cars. At the same time, it is also reinventing the battery manufacturing process so it can build enough batteries to accompany the growing demand for the Model 3. In effect, its promise to build 500,000 cars a year by 2018 doubled the global demand for lithium ion batteries overnight.
The central idea behind the Gigafactory is to bring the entire battery making process under one roof. From manufacturing individual cells to assembling completed battery packs, everything takes place under one roof. Other companies make the battery cells in one location, then send them someplace else — often in a different country — to be made into completed battery packs. Inverters and battery management systems are also made elsewhere and shipped in separately.
Straubel told his audience that Tesla is designing new manufacturing techniques and using new machinery invented and honed under his guidance to make its batteries. The objective is to reduce the unit cost of the lithium ion batteries that power Tesla automobiles as low as possible.
Tesla Motors's CTO, JB Straubel, attended the OCE Discovey Conference today in Toronto. He… https://t.co/eDYTskeiUW pic.twitter.com/YG7BGtxHAg
— TESLARATI (@Teslarati) May 9, 2016
During last week’s conference call with analysts, Elon was asked what that final cost would be. He had this response: “We’re trying not to comment on individual component costs. That’s fairly proprietary. It’s kind of like giving away our playbook. But I think it’s pretty obvious that we will exceed anyone else in the world in scale economies with the Gigafactory, and we’re very confident in Panasonic’s ability to execute on that front. So I just don’t know anyone who in terms of intrinsic cost is going to be close to what the Gigafactory can produce on a cost per kilowatt hour basis.”
Straubel also told the audience that he originally tried to talk Elon into building an electric airplane prior to embarking on the mission to build electric cars. “The biggest challenge for electric aviation is that it needs much higher energy density to achieve longer ranges and longer endurance”, says Straubel.
An electric airplane would fit well with Musk’s stated goal of reducing global carbon emissions. Airplanes contribute an enormous amount of greenhouse gasses and inject them high within the atmosphere where they cannot be readily absorbed. Might Straubel’s idea still be lurking somewhere in the back of Elon’s mind?
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Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.

Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
Elon Musk
Elon Musk: Self-sustaining city on Mars is plausible in 25-30 years
Musk noted that true self-sufficiency requires Mars to develop “all the ingredients of civilization.”

Elon Musk has stated that a self-sustaining human settlement on Mars could be established in 25-30 years, provided launch capacity increases dramatically in the coming decades.
Speaking at the All-In Summit, the SpaceX CEO said building a self-sufficient colony depends on exponential growth in “tonnage to Mars” with each launch window, highlighting Starship’s role as the company’s pathway to interplanetary initiatives.
Mars settlement goals
Musk noted that true self-sufficiency requires Mars to develop “all the ingredients of civilization,” from food production to microchip manufacturing. Starship Version 3 is expected to support the first uncrewed Mars test flights, while future iterations could reach 466 feet in height and deliver larger payloads critical for settlement. Ultimately, Musk stated that an aggressive timeline for a city on Mars could be as short as 30 years, as noted in a Space.com report.
“I think it can be done in 30 years, provided there’s an exponential increase in the tonnage to Mars with each successive Mars transfer window, which is every two years. Every two years, the planets align and you can transfer to Mars.
“I think in roughly 15, but maybe as few as 10, but 10-15-ish Mars transfer windows. If you’re seeing exponential increases in the tonnage to Mars with each Mars transfer window, then it should be possible to make Mars self-sustaining in about call it roughly 25 years,” Musk said.
Starship’s role
Starship has flown in a fully stacked configuration ten times, most recently in August when it completed its first payload deployment in orbit. The next flight will close out the Version 2 program before transitioning to Starship Version 3, featuring Raptor 3 engines and a redesigned structure capable of lifting over 100 tons to orbit.
While SpaceX has demonstrated Super Heavy booster reuse, Ship reusability remains in development. Musk noted that the heat shield is still the biggest technical hurdle, as no orbital vehicle has yet achieved rapid, full reuse.
“For full reusability of the Ship, there’s still a lot of work that remains on the heat shield. No one’s ever made a fully reusable orbital heat shield. The shuttle heat shield had to go through nine months of repair after every flight,” he said.
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Tesla Model Y may gain an extra 90 miles of range with Panasonic’s next-gen battery
The Japanese company is pursuing an anode-free design.

Panasonic is developing a new high-capacity EV battery that could potentially extend the range of a Tesla Model Y by 90 miles.
The Japanese company, one of Tesla’s key battery suppliers, is pursuing an anode-free design that it says could deliver a “world-leading” level of capacity by the end of 2027.
Panasonic’s anode-free design
The technology Panasonic is pursuing would eliminate the anode during the manufacturing process, as noted in a Reuters report. By freeing up space for more active cathode materials such as nickel, cobalt, and aluminum, the Japanese company expects a 25% increase in capacity without expanding battery size.
That could allow Tesla’s Model Y to gain an estimated 145 kilometers (90 miles) of additional range if equipped with a battery that matches its current pack’s size. At the same time, Panasonic could use smaller, lighter batteries to achieve the Model Y’s current range.
Panasonic also aims to reduce reliance on nickel, which remains one of the more costly raw materials. A senior executive previewed the initiative to reporters ahead of a scheduled presentation by Panasonic Energy’s technology chief, Shoichiro Watanabe.
Tesla implications
The breakthrough, if achieved, could strengthen Panasonic’s position as Tesla’s longest-standing battery partner at a time when the automaker is preparing to enter an era of extreme scale driven by high-volume products like the Cybercab and Optimus.
Elon Musk has stated that products like Optimus would be manufactured at very high scale, so it would likely be an all-hands-on-deck situation for the company’s suppliers.
Panasonic did not share details on production costs or how quickly the new batteries might scale for commercial applications. That being said, the Japanese supplier has long been a partner of Tesla, so it makes sense for the company to also push for the next generation of battery innovation while the EV maker pursues even more lofty ambitions.
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