News
Tesla ramps hiring for Giga Berlin’s cell production ahead of Chinese battery manufacturers’ arrivals
Tesla has started hiring for Gigafactory Berlin’s battery cell production operations. Drew Baglino, the Senior Vice President of Power Train and Energy Engineering as well as the VP of Technology, posted job openings on his LinkedIn page. He listed positions for a Cell Manufacturing Operational Leader, a Cell Shop Senior Leader, and a Manufacturing Engineering Manager.
“Accelerate the transition to sustainable energy by joining Tesla’s cell manufacturing effort in Berlin, recruiting for leadership positions now,” Baglino wrote in his post. Based on the job titles he posted, Tesla has started looking for individuals who will eventually lead the cell production team.
The cell production team at Giga Berlin will make Tesla’s 4680 cells which the EV automaker introduced during Battery Day. Elon Musk confirmed in October that Giga Berlin’s Model Y will be made with Tesla’s 4680 cells and a structural battery pack. The Model Y will likely be the first German-made Tesla vehicle equipped with the company’s 4680 cells and structural battery.
The Tesla executive has remarked that Giga Berlin’s initial Model Y ramp will use 4680 cells from Tesla’s Fremont Factory in California. “We will incorporate 4680 design solutions into many applications in time across both energy and vehicle and we can use our pilot production facility in Fremont to support the new factory in Berlin as it ramps,” Baglino said in Tesla’s last earnings call.
Asian Battery Manufacturers Coming to Germany
Tesla Giga Berlin won’t be the only cell manufacturer coming to Germany. According to Tagesspiegel, at least two Chinese battery suppliers will build cell production factories in the next few years.
Last year, Asian battery manufacturer SVolt Energy started looking for a battery factory location in Brandenburg, near Berlin. SVolt plans to reveal the location of its battery production facility in Germany this coming Tuesday. Within the next three years, the €2 billion factory is projected to produce 24 GWh of batteries per year, which should be enough for around 300,000 to 500,000 electric vehicles. It is also projected to create up to 2,000 jobs.
By the time SVolt has ramped its battery production, Tesla’s cell production would probably be running smoothly. The American battery manufacturer and EV-maker has plenty of time to develop and refine cell production at Fremont Factory and then Giga Berlin. Plus, it won’t be alone in Germany.
CATL, Tesla’s battery supply partner in China for Giga Shanghai, also plans to build a factory in Germany. The location of CATL’s battery has already been revealed. It will be located in Erfurt Kreuz and is slated to start cell production in 2022.
CATL is providing lithium-iron-phosphate (LFP) cells for Giga Shanghai’s Model 3 SR+. Tesla estimated that Giga Berlin will start Model Y production in 2021. Model 3s will also be built in Germany, but the EV automaker has not yet announced when production of the all-electric sedan will start.
The company’s Shanghai Gigafactory has begun exporting Model 3 vehicles to Europe recently. Given CATL’s imminent arrival to Germany, perhaps the company may provide LFP batteries for Giga Berlin’s Model 3 SR+ production line in the future as well.
News
Tesla enters interesting situation with Full Self-Driving in California
Tesla has entered an interesting situation with its Full Self-Driving suite in California, as the State’s Department of Motor Vehicles had adopted an order for a suspension of the company’s sales license, but it immediately put it on hold.
The company has been granted a reprieve as the DMV is giving Tesla an opportunity to “remedy the situation.” After the suspension was recommended for 30 days as a penalty, the DMV said it would give Tesla 90 days to allow the company to come into compliance.
The DMV is accusing Tesla of misleading consumers by using words like Autopilot and Full Self-Driving on its advanced driver assistance (ADAS) features.
The State’s DMV Director, Steve Gordon, said that he hoped “Tesla will find a way to get these misleading statements corrected.” However, Tesla responded to the story on Tuesday, stating that this was a “consumer protection” order for the company using the term Autopilot.
It said “not one single customer came forward to say there’s a problem.” It added that “sales in California will continue uninterrupted.”
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
Tesla has used the terms Autopilot and Full Self-Driving for years, but has added the term “(Supervised)” to the end of the FSD suite, hoping to remedy some of the potential issues that regulators in various areas might have with the labeling of the program.
It might not be too long before Tesla stops catching flak for using the Full Self-Driving name to describe its platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi suite has continued to improve, and this week, vehicles were spotted in Austin without any occupants. CEO Elon Musk would later confirm that Tesla had started testing driverless rides in Austin, hoping to launch rides without any supervision by the end of the year.
Investor's Corner
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.