Tesla has had quite a phenomenal year in 2022. As the year comes to a close and we move into 2023, it’s great to step back and take a look at Tesla’s progress. Tesla shared a thread on Twitter thanking its supporters, employees, and customers for helping to make 2022 a good year for EVs.
Although Tesla shared its long list, we are highlighting a few of those key moments for Tesla.
2022 was a huge year for EVs.
Thank you to Tesla owners, supporters & employees for helping us accelerate the world’s transition to sustainable energy! ⚡️🚘🔋☀️❤️
— Tesla (@Tesla) December 29, 2022
Tesla started the new year by moving full speed ahead after delivering almost one million vehicles in 2021. In total last year, Tesla delivered 936,172 electric vehicles.
In March, Elon Musk danced as he and Tesla handed over the first made-in-Germany vehicles produced at the newly opened Giga Berlin, which opened in the fall of 2021. At this event, Elon Musk gave a passionate speech about how Giga Berlin would be the gemstone for Europe and the world. He said:
“I’m incredibly excited to hand over the first production cars from our incredible team here at Giga Berlin Brandenburg. This is a great day for the factory, and I just like to thank everyone who helped. Thank you, thank you very much. It really made a big difference.”
“And to the community, Tesla will make sure that this is a gem — a gemstone for the area, for Germany, for Europe, and for the world.”
“Every vehicle that we make will be another step in the direction of a sustainable energy future. We will also make battery storage. So this is going to be very important for storing renewable energy — so, for solar and wind. Because it’s intermittent, it needs to be stored, but we’re extremely confident that the world will transition to a sustainable energy future with the combination of solar, plus battery storage, and electric vehicles.”
“If you have those three legs of the stool, then you can create a sustainable energy future for as long as the sun shines and the wind blows.”
“I want to be clear that sometimes people are sad about the future or they think, well, ‘will we solve sustainable energy?’ and ‘maybe the climate issue is too late’ or something like that. I really want to assure everyone that you can have hope in the future.”
“You should have hope in the future. This problem will be solved. And this factory is a major step in that direction. And so, believe in the future.”
In the following month, Tesla held its grand opening Cyber Rodeo event at Giga Texas. Event goers were invited to tour the factory and see how Tesla manufactured its made-in-Texas Model Y vehicles. I attended and spot-interviewed one of Tesla’s employees, Kyle Wozniak. Tesla displayed its Tesla Semi, Cybertruck, and the next-gen Roadster.
Kyle Wozniak say hi pic.twitter.com/0nHKl0IdMw
— Johnna (@JohnnaCrider1) April 7, 2022
In June, Tesla’s US Energy Markets Policy Lead, Arushi Sharma Frank, gave public comments to the Electric Reliability Council of Texas (ERCOT), which paved the way for Tesla owners to participate in virtual power plants (VPPs) later this year. On December 15, Tesla officially launched its Tesla Electric for Tesla as a result of the tireless efforts of Frank and her team.
Tesla opened its Megafactory in Lathrop, California, this year also. It broke ground in August, and provided a sneak peek into the Megafactory in October as it ramped up hiring. Tesla held its second AI Day in September and unveiled a working prototype of the Optimus Bot and shared a video of the bot doing work around the office. “Our goal is to make a useful humanoid robot as soon as possible,” Elon Musk said.
In December, Tesla delivered its first Semi to PepsiCo and FritoLay, and following the deliveries, FritoLay showcased one of the trucks in the Modesto Christmas parade. Pepsi announced plans to deploy 100 of the Tesla Semis it purchased in 2023, and the vehicles will deliver products to customers such as Walmart and Kroger.
Although these are not all of Tesla’s achievements for 2022, the highlights show just how much progress it’s made toward accelerating the world’s transition to sustainable energy.
Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.
Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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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.
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.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
