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Tesla’s million mile battery: Veteran auto’s ‘fake it till you make it’ strategy is perfectly fine
It is no secret that Tesla is actively pursuing a million-mile battery. With such an innovation, Tesla hopes to make its electric cars outlast gasoline-powered vehicles several times over, while ensuring that its energy storage devices are capable of lasting literal decades while being actively deployed. But if recent news is any indication, it appears that Tesla is not the only company that is closing in on a million-mile battery.
During a recent online investor conference, GM Executive Vice President Doug Parks stated that the veteran American automaker is also working on a million mile battery solution. Beyond this, Parks suggested that GM is “almost there” in developing a battery that’s far above the Ultium batteries that were announced last March. Unfortunately, the GM executive did not specify a solid timeline for the introduction of its own million mile battery, only stating that multiple teams were working on it.
GM’s rather sudden announcement of its million-mile battery echoes the company’s overall strategy with its electric vehicle program. Back in March, the automaker unveiled a sweeping electric vehicle strategy that will involve $20 billion in investments and about 20 EVs for practically every market. But despite the grandiose plans and announcements, the veteran automaker did not really disclose a lot of concrete details about its EV push, such as pricing, specifications, and timing.

GM’s approach to electric vehicles almost seems like a “fake it till you make it” strategy. Back in March, there was a lot of talk about Tesla’s upcoming Battery and Powertrain Day, which was speculated to involve discussions and announcements about the company’s next-generation of electric vehicles and energy solutions. GM’s “EV Day” seemed to be a response to this. In the same light, the previous weeks have involved updates about the impending release of Tesla’s million mile battery, an innovation that is apparently “almost there” in GM.
While this may at times feel like veteran automakers like GM are simply following Tesla’s EV playbook, it must be noted that every step made by legacy carmakers towards electric vehicles is a step towards the wider adoption of sustainable transport. Thus, despite the fact that GM’s EV strategies today are more smoke and mirrors and concept vehicles, the American automaker’s focus on electric cars is still admirable. This is a pretty big point for GM, considering that it is the very company that practically stopped the first coming of the modern electric car with its controversial cancellation of the EV1.
Besides, it is difficult to deny that legacy automakers such as GM are making an effort towards electrification now. Despite the fact that leaked production plans accessed by Reuters indicated that GM and Ford only intend to produce 320,000 EVs in 2026 for the North American market, the company is still investing heavily in EVs. For its Ultium batteries, for example, GM has stated that it is working with Korean firm LG Chem to find ways to reduce costs and improve overall performance. Adam Kwiatkowski, executive chief engineer of GM’s electric propulsion systems, noted that the automaker and LG Chem are also looking at investments in mines, hedging metals prices, and potential partnerships with metal refiners.

The next few years will definitely be one for the record books, as Tesla enters its next phase with its million mile battery and Plaid powertrain, and legacy automakers such as GM take a serious stance on electric vehicles. It’s easy to forget, after all, that less than a decade ago, the pervading narrative in the auto industry was that electric cars are still intended to be stuck as niche products, glorified golf cars for the wealthy and not much more.
The landscape today is very different, and there’s no bigger symbol of this change than GM’s own Hummer EV, a vehicle that’s the spiritual successor of the gas-guzzling monster SUV that pretty much killed the EV1. Other vehicles like the Tesla Cybertruck, which is expected to break the stereotypes of EVs as vehicles that cannot be used for real work and utility, further shows the steady trend forward for electric cars.
Tesla is a leader in the electric vehicle movement. That much is sure. But the company itself has noted that it cannot transition the world towards sustainability on its own. For true sustainability to happen, other companies, legacy carmakers like GM included, have to go all-in on the EV movement as well. One can only hope that this time, announcements such as GM’s million mile battery initiative are more on the “make it” side than on the “fake it” side.
H/T @ajtourville.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.