

News
Tesla’s 4680 Kato Rd. facility has a top 10 capacity, and it’s not even close to finished
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.
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.
Elon Musk
Tesla Supercharger Diner food menu gets a sneak peek as construction closes out
What are you ordering at the Tesla Diner?

The Tesla Supercharger Diner in Los Angeles is nearing completion as construction appears to be winding down significantly. However, the more minor details, such as what the company will serve at its 50s-style diner for food, are starting to be revealed.
Tesla’s Supercharger Diner is set to open soon, seven years after CEO Elon Musk first drafted the idea in a post on X in 2018. Musk has largely come through on most of what he envisioned for the project: the diner, the massive movie screens, and the intended vibe are all present, thanks to the aerial and ground footage shared on social media.
We already know the Diner will be open 24/7, based on decals placed on the front door of the restaurant that were shared earlier this week. We assume that Tesla Optimus will come into play for these long and uninterrupted hours.
The Tesla Diner is basically finished—here’s what it looks like
As far as the food, Tesla does have an email also printed on the front door of the Diner, but we did not receive any response back (yet) about what cuisine it will be offering. We figured it would be nothing fancy and it would be typical diner staples: burgers, fries, wings, milkshakes, etc.
According to pictures taken by @Tesla_lighting_, which were shared by Not a Tesla App, the food will be just that: quick and affordable meals that diners do well. It’s nothing crazy, just typical staples you’d find at any diner, just with a Tesla twist:
Tesla Diner food:
• Burgers
• Fries
• Chicken Wings
• Hot Dogs
• Hand-spun milkshakes
• And more https://t.co/kzFf20YZQq pic.twitter.com/aRv02TzouY— Sawyer Merritt (@SawyerMerritt) July 17, 2025
As the food menu is finalized, we will be sure to share any details Tesla provides, including a full list of what will be served and its prices.
Additionally, the entire property appears to be nearing its final construction stages, and it seems it may even be nearing completion. The movie screens are already up and showing videos of things like SpaceX launches.
There are many cars already using the Superchargers at the restaurant, and employees inside the facility look to be putting the finishing touches on the interior.
🚨 Boots on the ground at the Tesla Diner:
— TESLARATI (@Teslarati) July 17, 2025
It’s almost reminiscent of a Tesla version of a Buc-ee’s, a southern staple convenience store that offers much more than a traditional gas station. Of course, Tesla’s version is futuristic and more catered to the company’s image, but the idea is the same.
It’s a one-stop shop for anything you’d need to recharge as a Tesla owner. Los Angeles building permits have not yet revealed the date for the restaurant’s initial operation, but Tesla may have its eye on a target date that will likely be announced during next week’s Earnings Call.
News
Tesla’s longer Model Y did not scale back requests for this vehicle type from fans
Tesla fans are happy with the new Model Y, but they’re still vocal about the need for something else.

Tesla launched a slightly longer version of the Model Y all-electric crossover in China, and with it being extremely likely that the vehicle will make its way to other markets, including the United States, fans are still looking for something more.
The new Model Y L in China boasts a slightly larger wheelbase than its original version, giving slightly more interior room with a sixth seat, thanks to a third row.
Tesla exec hints at useful and potentially killer Model Y L feature
Tesla has said throughout the past year that it would focus on developing its affordable, compact models, which were set to begin production in the first half of the year. The company has not indicated whether it met that timeline or not, but many are hoping to see unveilings of those designs potentially during the Q3 earnings call.
However, the modifications to the Model Y, which have not yet been officially announced for any markets outside of China, still don’t seem to be what owners and fans are looking forward to. Instead, they are hoping for something larger.
A few months ago, I reported on the overall consensus within the Tesla community that the company needs a full-size SUV, minivan, or even a cargo van that would be ideal for camping or business use.
Tesla is missing one type of vehicle in its lineup and fans want it fast
That mentality still seems very present amongst fans and owners, who state that a full-size SUV with enough seating for a larger family, more capability in terms of cargo space for camping or business operation, and something to compete with gas cars like the Chevrolet Tahoe, Ford Expedition, or electric ones like the Volkswagen ID.BUZZ.
We asked the question on X, and Tesla fans were nearly unanimously in support of a larger SUV or minivan-type vehicle for the company’s lineup:
🚨 More and more people are *still* saying that, despite this new, longer Model Y, Tesla still needs a true three-row SUV
Do you agree? https://t.co/QmbRDcCE08 pic.twitter.com/p6m5zB4sDZ
— TESLARATI (@Teslarati) July 16, 2025
Here’s what some of the respondents said:
100% agree, we need a larger vehicle.
Our model Y is quickly getting too small for our family of 5 as the kids grow. A slightly longer Y with an extra seat is nice but it’s not enough if you’re looking to take it on road trips/vacations/ kids sports gear etc.
Unfortunately we…
— Anthony Hunter (@_LiarsDice_) July 17, 2025
Had to buy a Kia Carnival Hybrid because Tesla doesn’t have a true 3 row vehicle with proper space and respectable range. pic.twitter.com/pzwFyHU8Gi
— Neil, like the astronaut (@Neileeyo) July 17, 2025
Agreed! I’m not sure who created this but I liked it enough to save it. pic.twitter.com/Sof5nMehjS
— 🦉Wise Words of Wisdom – Inspirational Quotes (IQ) (@WiseWordsIQ) July 16, 2025
Tesla is certainly aware that many of its owners would like the company to develop something larger that competes with the large SUVs on the market.
However, it has not stated that anything like that is in the current plans for future vehicles, as it has made a concerted effort to develop Robotaxi alongside the affordable, compact models that it claims are in development.
It has already unveiled the Robovan, a people-mover that can seat up to 20 passengers in a lounge-like interior.
The Robovan will be completely driverless, so it’s unlikely we will see it before the release of a fully autonomous Full Self-Driving suite from Tesla.
Energy
Tesla launches first Virtual Power Plant in UK – get paid to use solar
Tesla has launched its first-ever Virtual Power Plant program in the United Kingdom.

Tesla has launched its first-ever Virtual Power Plant program in the United Kingdom. This feature enables users of solar panels and energy storage systems to sell their excess energy back to the grid.
Tesla is utilizing Octopus Energy, a British renewable energy company that operates in multiple markets, including the UK, France, Germany, Italy, Spain, Australia, Japan, New Zealand, and the United States, as the provider for the VPP launch in the region.
The company states that those who enroll in the program can earn up to £300 per month.
Tesla has operated several VPP programs worldwide, most notably in California, Texas, Connecticut, and the U.S. territory of Puerto Rico. This is not the first time Tesla has operated a VPP outside the United States, as there are programs in Australia, Japan, and New Zealand.
This is its first in the UK:
Our first VPP in the UK
You can get paid to share your energy – store excess energy in your Powerwall & sell it back to the grid
You’re making £££ and the community is powered by clean energy
Win-win pic.twitter.com/evhMtJpgy1
— Tesla UK (@tesla_uk) July 17, 2025
Tesla is not the only company that is working with Octopus Energy in the UK for the VPP, as it joins SolarEdge, GivEnergy, and Enphase as other companies that utilize the Octopus platform for their project operations.
It has been six years since Tesla launched its first VPP, as it started its first in Australia back in 2019. In 2024, Tesla paid out over $10 million to those participating in the program.
Participating in the VPP program that Tesla offers not only provides enrolled individuals with the opportunity to earn money, but it also contributes to grid stabilization by supporting local energy grids.
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