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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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Delta Airlines rejects Starlink, and the reason will probably shock you

In a pointed exchange on X, Elon Musk defended SpaceX’s uncompromising approach to Starlink’s in-flight internet service, explaining why Delta Air Lines walked away from a deal.

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Delta Airlines Airbus photographed April 2024 Delta-owned. No expiration date, unrestricted use.

SpaceX frontman Elon Musk explained on Wednesday why commercial airline Delta got cold feet over offering Starlink for stable internet on its flights — and the reason will probably shock you.

In a pointed exchange on X, Elon Musk defended SpaceX’s uncompromising approach to Starlink’s in-flight internet service, explaining why Delta Air Lines walked away from a deal.

Delta rejected Starlink because it insisted on routing all connectivity through its branded “Delta Sync” portal rather than allowing a simple Starlink experience.

Instead, the airline partnered with Amazon’s Project Kuiper—rebranded as Amazon Leo—for high-speed Wi-Fi on up to 500 aircraft, with rollout targeted for 2028. At the time of the announcement, Kuiper had roughly 300 satellites in orbit, while Starlink operated more than 10,400.

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The use of the “Delta Sync” portal would not work for SpaceX, as Musk went on to say that:

“SpaceX requires that there be no annoying ‘portal’ to use Starlink. Starlink WiFi must just work effortlessly every time, as though you were at home. Delta wanted to make it painful, difficult and expensive for their customers. Hard to see how that is a winning strategy.”

Musk doubled down in a follow-up post:

“Yes, SpaceX deliberately accepted lower revenue deals with airlines in exchange for making Starlink super easy to use and available to all passengers.”

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SpaceX has structured its airline agreements to prioritize zero-friction access—no captive portals, no SkyMiles logins, no paywalls or ads blocking basic connectivity.

While this means forgoing higher-margin deals that would let carriers monetize the service more aggressively, it ensures Starlink feels like home broadband at 35,000 feet. Passengers on partner airlines such as United, Qatar Airways, and Air France have already praised the service for enabling seamless video calls, streaming, and work mid-flight without interruptions.

Delta’s choice reflects a different philosophy. By keeping Wi-Fi behind its Delta Sync ecosystem, the airline aims to drive loyalty program engagement and control the digital passenger journey. Yet, critics argue this short-term control comes at the expense of immediate competitiveness.

Airlines already installing Starlink are pulling ahead in customer satisfaction surveys, while Delta passengers face years of reliance on slower, legacy systems until Leo launches.

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SpaceX’s decision to trade revenue for simplicity will pay off in the longer term, as Starlink is already positioning itself as the default high-speed option for carriers that value passenger satisfaction over incremental fees.

Musk’s focus on creating not only a great service but also a reasonable user experience highlights SpaceX’s prowess with Starlink as it continues to expand across new partners and regions.

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Tesla gathers 93,000 FSD miles in a country where FSD isn’t approved – here’s how

Tesla has quietly logged an impressive 93,000 miles (roughly 150,000 km) of autonomous driving at its Giga Berlin factory—using Full Self-Driving (FSD) in a country where the technology remains unavailable to consumers on public roads.

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Credit: Tesla AI | X

Tesla has gathered 93,000 Full Self-Driving miles in a country where Full Self-Driving is not even approved. Here’s how.

Tesla has quietly logged an impressive 93,000 miles (roughly 150,000 km) of autonomous driving at its Giga Berlin factory—using Full Self-Driving (FSD) in a country where the technology remains unavailable to consumers on public roads.

The milestone, revealed alongside news that Giga Berlin has now built 750,000 Model Y vehicles, highlights how Tesla is putting its AI to work in one of the most controlled environments imaginable: it’s own factory floor.

Every Model Y that rolls off the final assembly line at Giga Berlin doesn’t need a human driver to reach the outbound lot. Instead, the freshly built vehicles engage FSD and navigate themselves across the factory campus.

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The route—from the end of the production line through marked internal pathways to the staging area where cars await delivery or export—is entirely on private property. No public roads, no mixed traffic, and no regulatory hurdles for on-road autonomous operation.

It’s a closed-loop system: wide lanes, predictable layouts, minimal pedestrians, and consistent conditions that make it one of the simplest proving grounds for the software.

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A short factory tour video shared by Tesla Manufacturing shows General Assembly team member Jan explaining the process. Gesturing beside a glossy black Model Y still wearing its protective wrap, he notes the cumulative distance the fleet has covered autonomously.

Tesla Giga Berlin seems to be using FSD Unsupervised to move Model Y units

The cars handle the short drive flawlessly, freeing up workers who would otherwise spend hours shuttling vehicles manually. For a high-volume plant like Giga Berlin, the time and labor savings add up quickly. Even small gains in cycle time per car can reclaim valuable space in the outbound lot and streamline logistics.

This internal deployment serves multiple purposes. First, it delivers zero-cost validation data. Each factory run exposes FSD to real-world physics—acceleration, steering precision, obstacle avoidance—in a repeatable setting far safer than public testing.

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Second, it demonstrates the system’s readiness at scale. If FSD can reliably move thousands of brand-new cars without intervention inside a busy factory, it underscores the robustness of the vision-based, end-to-end neural network Tesla has been refining.

Critics often point to Europe’s cautious regulatory stance on unsupervised autonomy, yet Tesla has turned that limitation into an advantage. While owners in Germany still cannot activate consumer FSD on highways or city streets, the software is already proving its worth behind the factory gates.

The 93,000 miles represent not just internal efficiency gains but a subtle flex: the cars are manufactured ready to navigate autonomously, at least in the bounds of the factory. It’s a big feather in the cap of FSD, even if regulators have yet to green-light broader use.

As Giga Berlin continues ramping output, expect this autonomous logistics loop to grow. What began as a practical workaround for moving finished vehicles has quietly become one of the most compelling real-world showcases of FSD’s potential—right in the heart of regulated Europe. Tesla isn’t waiting for approval to perfect its autonomy; it’s already driving the future, one factory mile at a time.

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Elon Musk reveals how SpaceX is always on board Air Force One

Musk confirmed Tuesday that Starlink internet is live and kicking on Air Force One. Responding with a simple “Yup!” to a post showing him and Nvidia CEO Jensen Huang aboard the presidential jet en route to Beijing with President Trump, Musk proved the point: America’s most important aircraft now has seamless, high-speed satellite connectivity—even over the middle of the Pacific.

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elon musk and donald trump in front of a tesla cybertruck at the white house
President Donald J. Trump purchases a Tesla on the South Lawn, Tuesday, March 11, 2025. (Official White House Photo by Molly Riley)

Air Force One, the official call sign for a U.S. Air Force aircraft carrying the President, now runs on SpaceX Starlink, CEO Elon Musk revealed.

Musk confirmed Tuesday that Starlink internet is live and kicking on Air Force One. Responding with a simple “Yup!” to a post showing him and Nvidia CEO Jensen Huang aboard the presidential jet en route to Beijing with President Trump, Musk proved the point: America’s most important aircraft now has seamless, high-speed satellite connectivity—even over the middle of the Pacific.

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The timing couldn’t be more symbolic. With trillion-dollar CEOs and the President sharing the cabin, Starlink wasn’t just a nice-to-have—it was mission-critical. No more spotty signals or dropped calls. Instead, real-time video conferences, secure data transfers, and global coordination at Mach speed.

Starlink’s aviation push has already transformed commercial and private flying. Dozens of major airlines have signed on or begun rollouts.

Hawaiian Airlines, United Airlines, Qatar Airways, Air France, SAS, WestJet, airBaltic, and Emirates (now equipping its Boeing 777 and A380 fleets) offer Starlink Wi-Fi to passengers. Lufthansa plans to follow in late 2026.

On private jets, the upgrade is even hotter: owners and charter companies report skyrocketing demand because Starlink turns cabins into flying boardrooms.

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Starlink gets its latest airline adoptee for stable and reliable internet access

The advantages are massive. Traditional in-flight Wi-Fi relied on slow, high-latency geostationary satellites or ground-based systems that cut out over oceans and remote areas. Starlink’s low-Earth-orbit constellation delivers blazing speeds—often exceeding 200 Mbps download with latency as low as 25-60 milliseconds—gate-to-gate, from takeoff to landing.

Passengers stream 4K video, join Zoom calls, or work in the cloud without buffering. Pilots get real-time weather, NOTAM updates, and live ATC data. Even private-jet travelers get the benefits, as it means productivity that rivals the office.

On Air Force One, those benefits become strategic superpowers. The presidential aircraft demands unbreakable communications for national security, diplomacy, and crisis response. Starlink provides global coverage with no dead zones, offering redundancy against traditional systems that could fail in contested airspace or during long-haul flights.

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It enables the President and staff to maintain secure links with the Pentagon, allies, or business leaders anywhere on Earth. During the Beijing trip, it likely facilitated direct coordination on trade, tech, and AI—proving the system’s reliability for the highest-stakes missions.

Critics once dismissed Starlink as a rich-person toy or military experiment. Now, it’s the backbone of commercial fleets, private aviation, and the world’s most visible symbol of American power, and it is providing stable internet to travelers.

With over 2,000 commercial aircraft committed and private-jet installations booming, Starlink is rewriting the rules of connected flight, and it seems like each week, a new airline is choosing to use it for on-flight connectivity.

For Air Force One, it’s more than faster Wi-Fi. It’s uninterrupted command-and-control in an increasingly connected world—ensuring the President never has to go dark at altitude. Elon Musk just made sure of it.

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