News
Tesla Model X Production Line Coming to Life
Elon Musk is proud of the new assembly line at the Fremont factory, which can be configured to build two different cars depending on consumer demand.
Elon Musk teases new Tesla production line powered by sea of robots
The Tesla Fremont factory recently shut down to add Production Line 2. The new line will be able to build both Model S and Model X automobiles — and it looks scarier than ever. Elon Musk’s recent Instagram photo of the new production line says there are a total of 542 robots installed along the line, with 15 working simultaneously at the central assembly point. Sharp eyed viewers insist there is a Model X chassis being worked on underneath all those robots.
>>>> HOT: Tesla opens up its Model X Design Studio to Signature reservation holders
Since the Model X crossover SUV will be built on much the same chassis as the Model S sedan, the ability to dynamically adjust the production line by model will provide a degree of flexibility unheard of in the industry. It will also help the company learn how to build the upcoming mass market Model 3 efficiently so the company can achieve its goal of making 500,00 cars a year by 2020.
https://instagram.com/p/6-7QX2QEba/?taken-by=elonmusk
Musk’s enthusiasm for his shiny new army of robots is in sharp contrast to his avowed aversion to the dangers of Artificial Intelligence. He told the MIT Aeronautics and Astronautics department’s Centennial Symposium last October, “I think we should be very careful about artificial intelligence. If I were to guess like what our biggest existential threat is, it’s probably that. … Increasingly scientists think there should be some regulatory oversight, maybe at the national and international level, just to make sure that we don’t do something very foolish.” Then he added: “With artificial intelligence we are summoning the demon.”
Before that meeting took place, he tweeted:
Hope we're not just the biological boot loader for digital superintelligence. Unfortunately, that is increasingly probable
— Elon Musk (@elonmusk) August 3, 2014
Then in January of this year, he donated $10,000,000 to help find ways to control Artificial Intelligence, calling it “potentially more dangerous than nukes.”
“It’s best to try to prevent a negative circumstance from occurring than to wait for it to occur and then be reactive,” Musk said. “This is a case where the range of negative outcomes, some of them are quite severe. It’s not clear whether we’d be able to recover from some of these negative outcomes. In fact, you can construct scenarios where recovery of human civilization does not occur. When the risk is that severe, it seems like you should be proactive and not reactive.”
In July, Elon Musk joined with Stephen Hawking and 1,000 other noted scientist in petitioning the United Nations to ban the development and use of autonomous weapons. The letter was presented at the 2015 International Joint Conference on Artificial Intelligence in Buenos Aires, Argentina.
Is there any danger that the robots on Tesla Production Line 2 will run amok and threaten the good citizens of Fremont with mayhem or subject them to involuntary servitude? Probably not. But they should be aware that, no matter how proud of them Elon Musk may be, he will always be keeping a watchful eye on them.
Source: Washington Post/The Verge
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
