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Tesla’s 4680 Kato Rd. facility has a top 10 capacity, and it’s not even close to finished

Credit: Tesla/YouTube

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Tesla CEO Elon Musk disclosed some details about the electric automaker’s 4680 cell plant last week. After stating that the facility is “probably in the top 10 battery cell factories on Earth despite being a pilot plant,” speculation began about how massive Tesla’s new facility that sits just across the street from the Fremont production facility is. Although it is in the top 10, it’s not even close to finished.

Tesla’s introduction of the 4680 battery cell came in September 2020 at the Battery Day event. Musk and others outlined the company’s roadmap for global EV dominance through the most important part of an electric car: the cell. The new cell has 500% more energy, six times the power of the old 2170 cells, and also offers dramatic range increases for more drive time between charges. It was truly revolutionary because Tesla is already the most notable company in electric cars.

With a considerable lead in the EV sector, Tesla was effectively announcing, “eat our (sustainable) dust” after showing the new 4680 cells. Some were skeptical, believing that the new cell wouldn’t be available for some time. Musk immediately silenced those doubts, indicating that the new cells had been deployed in working vehicles for months.

Credit: Tesla

The point is, the Kato Road facility, as it is widely known as, is one of the largest facilities in the world. While we are not sure what the current capacity is, if it is a top 10 facility in terms of capacity, we can speculate how big it may be.

According to Argus Media, the 10 largest battery cell plants range from 24 GWh per year to 70 GWh per year. The largest, an LG Chem facility in Wroclaw, Poland, has the 70 GWh capacity, leading BYD’s Qinghai, China plant by 10 GWh. Tesla and Panasonic’s joint venture at Gigafactory 1 in Nevada is a 35 GWh per year facility, making it the fifth-largest plant globally.

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Credit: Argus Research

Because Tesla’s Kato Road facility is a pilot plant, we can likely assume that it is within the bottom half of this list. Especially with Gigafactory 1 being the fifth-largest, it is very likely that Kato Road is simply not producing as many cells or as much battery capacity as Giga 1, but it’s not to say that this won’t happen. The issue is that Tesla is still battery constrained, even with a large-scale facility in Nevada and with several third-party manufacturers pumping cells to the automaker at a massive rate. Kato Road will contribute to the solution to the constrained problem, and the facility will likely be significantly larger than Giga 1, considering the projects that Tesla plans to fulfill with the 4680 cells, the largest being the Tesla Semi.

The Semi is still not ready for production, Musk said on the Q4 Earnings Call last week. “We will have cells group in ourselves for Semi when we were producing the 4680 volume. But for example, Semi would use typically five times the number of cells that a car would use, but it would not sell for five times what a car would sell for. So it kind of doesn’t make…it would not make sense for us to do the Semi right now,” Musk said. The issue is cell availability, and since the Semi is going to equip Tesla’s newest 4680 project, it is safe to assume that Kato Road still has some expanding to do. If it is already a top 10 facility, yet it is still not ready to take on the massive Semi task, along with all of the other vehicles it will eventually fulfill, Kato Road may become a top 3 facility.

Ultimately, Tesla requires more cells. With no plans to eliminate purchases from third-party suppliers in the near-term, Tesla wants to increase purchases from those suppliers. CATL, Panasonic, and LG Chem could supply Tesla with more batteries moving forward, even with the Kato Road facility’s expansion and ramping up. The fact is, Tesla isn’t done solving the battery constraint issue, and it could battle with it for years to come. However, it won’t stop production from increasing because more cells are becoming available almost every day through supplier deals, increased outputs, and in-house manufacturing advancements, all of which make Tesla the company to beat for the foreseeable future.

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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Elon Musk

Musk forces Judge’s exit from shareholder battles over viral social media slip-up

McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.

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(Credit: Tesla)

Many Tesla fans are familiar with the name Kathaleen McCormick, especially if they are investors in the company.

McCormick is a Delaware Chancery Court Judge who presided over Tesla CEO Elon Musk’s pay package lawsuit over the past few years, as well as his purchase of Twitter. However, she will no longer be sitting in on any issues related to Musk.

Elon Musk demands Delaware Judge recuse herself after ‘support’ post celebrating $2B court loss

In a rare admission of potential optics issues in one of America’s most powerful corporate courts, Delaware Chancery Court Chancellor Kathaleen McCormick stepped aside Monday from a cluster of shareholder lawsuits targeting Elon Musk and Tesla’s board.

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The move came just days after Musk’s legal team highlighted her apparent “support” on LinkedIn for a post that mocked the billionaire over his 2022 tweets about the $44 billion Twitter acquisition.

McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.

She wrote in a newly published memo from the Delaware Chancery Court:

“The motion for recusal rests on a false premise — that I support a LinkedIn post about Mr. Musk, which I do not in fact support. I am not biased against the defendants in these actions.”

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Yet she granted the reassignment anyway, acknowledging that the intense media scrutiny surrounding her involvement had become “detrimental to the administration of justice.”

The consolidated cases will now be handled by three of her colleagues on the Delaware Court of Chancery, the nation’s go-to venue for high-stakes corporate disputes. The lawsuits accuse Musk and Tesla directors of breaching fiduciary duties through lavish executive compensation and lax governance oversight.

One prominent claim, filed by a Detroit pension fund, challenges massive stock awards granted to board members, alleging the payouts harmed the company. The litigation also overlaps with issues stemming from Musk’s turbulent 2022 Twitter purchase.

McCormick’s history with Musk made her a lightning rod. In 2022, she presided over the fast-tracked lawsuit that ultimately forced Musk to complete the Twitter deal after he tried to back out.

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Then in 2024, she struck down his record $56 billion Tesla compensation package, ruling the approval process was flawed and overly CEO-friendly. The Delaware Supreme Court later reinstated the pay on technical grounds, but the ruling fueled Musk’s long-standing criticism of the state’s judiciary.

Musk has repeatedly urged companies to reincorporate elsewhere, arguing Delaware courts have grown hostile to visionary leaders. Monday’s recusal hands him a symbolic victory and underscores how personal social-media activity can collide with judicial impartiality standards.

Delaware law requires judges to step aside if there’s even a “reasonable basis” to question their neutrality.

Court watchers say the episode highlights growing tensions in corporate America’s legal epicenter. While McCormick maintained her impartiality, the appearance of bias proved too costly to ignore. The cases will proceed without her, but the broader debate over Delaware’s dominance in business litigation is far from over.

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Elon Musk has generous TSA offer denied by the White House: here’s why

Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Tesla and SpaceX CEO Elon Musk made a generous offer to pay the salaries of Transportation Security Administration (TSA) employees last week, but the offer was denied by the White House.

In a striking display of private-sector initiative clashing with federal bureaucracy, the White House has turned down an offer from Elon Musk to personally cover the salaries of TSA officers amid an ongoing partial government shutdown. The rejection, reported last Wednesday by multiple outlets, highlights the legal and political hurdles facing unconventional solutions to Washington’s funding gridlock.

The impasse began weeks ago when Congress failed to pass funding for the Department of Homeland Security (DHS), leaving TSA employees, essential workers who screen millions of travelers daily, without paychecks while still required to report for duty.

Frustrated travelers have endured record-long security lines at major airports, with reports of chaos and delays rippling across the country.

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Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”

But it was not for no reason.

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White House spokesperson Abigail Jackson responded on behalf of the Trump administration, expressing appreciation for Musk’s gesture.

However, the legal obstacles, which would be insurmountable, would inhibit Musk from doing so. Jackson said:

“We greatly appreciate Elon’s generous offer. This would pose great legal challenges due to his involvement with federal government contracts.”

Musk’s companies hold significant federal contracts, including NASA launches through SpaceX and potential Defense Department work, raising concerns about conflicts of interest, ethics rules, and anti-bribery statutes that prohibit private payments to government employees. Administration officials also indicated they expect the shutdown to end soon, making external funding unnecessary.

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The episode underscores deeper tensions in Washington. Musk, who has advised on government efficiency efforts and maintains a close relationship with President Trump, has frequently criticized wasteful spending and bureaucratic delays.

His offer came as airport security lines ballooned, drawing public frustration toward both parties. TSA officers, many of whom rely on paychecks to cover mortgages and family expenses, have continued working without compensation, a situation that has drawn bipartisan concern but little immediate resolution.

Critics of the rejection argue it prioritizes red tape over practical relief for frontline workers and travelers. Supporters of the White House position counter that allowing private funding sets a dangerous precedent and could undermine congressional authority over the budget.

The White House eventually came to terms with the TSA on Friday and started paying them once again, and lines at airports instantly shrank.  The Department of Homeland Security (DHS) said that TSA staf would begin receiving paychecks “as early as” today.

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Tesla FSD mocks BMW human driver: Saves pedestrian from near miss

Tesla FSD anticipated a BMW driver’s lane drift before the human behind the wheel could react.

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A video posted to r/TeslaFSD this week put a sharp spotlight on Tesla’s Full Self-Driving (FSD) software being able to react to pedestrian intent than an actual human driver behind the wheel. In the Reddit clip, a BMW driver can be seen rolling through a neighborhood street completely unaware of a pedestrian stepping in to cross. At the same time, a Tesla  driving on FSD had already begun slowing down before the pedestrian even began their attempt to cross the street The BMW kept moving, prompting the pedestrian to hop back, while the Tesla came to a stop and provide right-of-way for the human to safely cross.

That gap between what the BMW driver saw and what FSD had already processed is the story. Tesla FSD wasn’t reacting to a person in the street, rather it was reading the signals that a person was about to enter it based on the pedestrian’s movement, trajectory, and their trajectory to telegraph intent.

Tesla’s FSD is now built on an end-to-end neural network trained on billions of real-world miles, learning to interpret subtle human behavioral cues the same way an experienced human driver does instinctively. The difference is consistency. A human driver distracted for two seconds misses what FSD does not.

Tesla sues California DMV over Autopilot and FSD advertising ruling

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Reddit commenters in the thread were blunt about the BMW driver’s failure, with several pointing out that the pedestrian was visible well before the crossing. One response put it plainly that the car on FSD saw the situation developing before the human in the other car had registered there was a situation at all.

Tesla has published data showing FSD (Supervised) is 54% safer than a human driver, accumulated across billions of miles driven on the system. Elon Musk has said FSD v14 will outperform human drivers by a factor of two to three, and that v15 has “a shot” at a 10x improvement. Pedestrian safety is where the stakes are highest, and where intent prediction closes the gap fastest. At 30 mph, a car covers roughly 44 feet per second. An extra second of awareness from reading a person’s body language rather than waiting for them to step out is often the difference between a near miss and a fatality.

Video and community discussion: r/TeslaFSD on Reddit

FSD saves man from becoming a pancake. BMW driver nearly flattens him.
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