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Tesla dominates in California, led by Model Y

(Credit: Tesla)

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The Tesla Model Y was the best-selling vehicle in California in 2022, while the Tesla Model 3 took second place in the state beating out all legacy automakers.

It’s no secret that California is a Tesla stronghold. Anyone who has so much as had a layover at Los Angeles International Airport (LAX) has noticed the crazy number of Teslas and electric vehicles generally. But Tesla’s popularity in the state seems to have come to a head as its Model Y and Model 3 were the top two best-selling vehicles in California in 2022.

Toyota is typically the top dog in California and numerous other states, but according to Reuters, following a significant sales slump last year, the Japanese brand’s most popular models fell to third and fourth place behind the Tesla offerings. Tesla sold 87,257 Model Ys in California during 2022, making it the most popular vehicle in the state. Following close behind, the Tesla Model 3 sold 78,934 units. Both Tesla models leaped far ahead of the Toyota RAV4 with 59,794 sales in third place and the Toyota Camry with 55,967 in fourth place.

Despite Tesla’s surge in popularity in 2021, the American automaker barely missed the top spot in the state during the year, making 2022 the first year Tesla has held the top sales title.

Outside of California, Tesla, while still successful, did not have the same level of success. General Motors was the top automaker in the United States for 2022. However, Tesla’s lead in EV sales in America is still without equal.

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Perhaps most surprising about Tesla’s sales domination is its success despite poor macroeconomic conditions. During 2022, the United States experienced the highest rates of inflation since the Jimmy Carter era, a fact that many legacy brands have pointed to as a reason for a slump in demand. However, it should be noted that Tesla’s typically higher-earning customers may have been less affected by the sluggish economy.

Looking forward to this year, Tesla has a great opportunity to build on its sales success from last year. As noted in Tesla’s Q4 earnings call, the focus on growing production remains a top priority. Furthermore, thanks to the continued growth at Giga Texas and Tesla Fremont, North America customers will likely deliver vehicles faster than ever.

Tesla will look to its success in California at its upcoming Investors Meeting, where many hope CEO Elon Musk can encourage the company’s stock to continue to grow after its disastrous end of last year. Further, with many anticipating exciting announcements from the scheduled talk, Tesla demand may be in for another major spike in the coming weeks and months.

What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

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Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla job listings hint at 24/7 Robotaxi operations in several states

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing.

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Credit: Tesla

Tesla seems to be laying the groundwork for a 24/7 Robotaxi service across several states. This was hinted at by a substantial number of interesting Robotaxi-related job listings that have been posted on the company’s Careers website. 

24/7 Robotaxis and Night Shift Specialists

A look at Tesla’s official Careers website shows that the company is currently looking for multiple Robotaxi Fleet Support Specialists for the Night Shift. The listing itself describes a role focused on maintaining vehicles for “smooth 24/7 operations,” hinting at the company’s next steps in its efforts to ramp its autonomous ride-hailing service across several U.S. cities.

“We are looking for a highly motivated and passionate individual to join our Autopilot Fleet Team. As Fleet Support Specialist, you will play a crucial role in ensuring that all our vehicles are in excellent condition at all times, supporting smooth 24/7 vehicle operations,” the job listing read. 

The job opening is active in several regions, including Austin, Palo Alto, Orlando, Tampa, Doral, Houston, Dallas, Tempe, and Las Vegas, as of writing. This suggests that Tesla really is looking at a potential multi-state rollout strategy for its Robotaxi service, likely in the near future.

Musk targets major Robotaxi fleet growth by year’s end

Tesla’s Robotaxi pilot is still in early stages, but CEO Elon Musk recently hinted that substantial updates are coming soon to the Austin and Bay Area programs. Speaking on the All-In podcast, Musk said Tesla aims to expand its Robotaxi fleet to 500 vehicles in Austin and 1,000 in the Bay Area before the end of 2025.

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“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousands cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said. 

With just two months left in the fourth quarter, Tesla’s AI team is facing a busy ramp-up period that could mark the company’s most ambitious real-world test of its autonomous driving program yet.

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Energy

Tesla and Samsung SDI in talks over new US battery storage deal: report

The update was related by industry sources and initially reported by South Korean news outlets.

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Credit: Tesla Megapack

Recent reports have suggested that Tesla and Samsung SDI are in talks over a potential partnership to supply batteries for large-scale energy storage systems (ESS). 

The update was related by industry sources and initially reported by South Korean news outlets. 

ESS batteries to be built at Samsung’s Indiana plant

As noted in a report from Korea JoongAng Daily, the demand for energy storage systems has been growing rapidly in North America, thanks in no small part to the surge in AI investments across numerous companies. With this in mind, Tesla has reportedly approached Samsung SDI about a potential battery supply deal.

The deal is reportedly worth over 3 trillion Korean won (approximately $2.11 billion) and will span three years, according to The Korea Global Economic Daily. A battery supply deal with Samsung SDI could make sense for Tesla as the company already has a grid-scale battery, the Megapack, which is perfect for industrial use. Samsung SDI could simply supply cells for the EV maker.

Production of the batteries would reportedly take place at Samsung SDI’s joint venture factory with Stellantis in Indiana, which is currently under construction. Samsung SDI recently announced plans to use part of that plant’s EV lines to produce cells for ESS, with a targeted capacity of 30 GWh by the end of next year.

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Tesla and Samsung’s partnership

At present, only a handful of manufacturers, including Korea’s LG Energy Solution, Samsung SDI, SK On, and Japan’s Panasonic, are capable of producing energy storage-scale batteries domestically in the United States. A Samsung SDI official issued a comment about the matter, stating, “Nothing has been finalized regarding cooperation with Tesla.”

The possible energy storage system deal adds another layer to Tesla’s growing collaboration with Samsung, which is already in line as a partner in the upcoming production of Tesla’s AI5 and AI6 chips. Early sample manufacturing of the AI6 is expected to begin in South Korea, with mass production slated for Samsung’s Texas-based Taylor foundry when it starts operations.

The AI6 chip will power Tesla’s next wave of high-volume projects, including the Optimus humanoid robot and the autonomous Cybercab service. Musk has called the partnership with Samsung a “real collaboration,” adding that he personally plans to “walk the line” at the Taylor facility to speed up progress.

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Elon Musk maps out Tesla’s AI chip iterations, and they’re pretty nutty

Based on the CEO’s post, it appears that Tesla is already exploring generations as far as AI8.

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Elon Musk recently revealed new details about Tesla’s next-generation AI5 chip while hinting at even more advanced iterations of its custom silicon. 

Based on the CEO’s post, it appears that Tesla is already exploring generations as far ahead as AI8.

Elon Musk teases Tesla’s chip development

In his X post, Musk stated that he had just completed a design review with Tesla’s chip engineers in California and Texas for the company’s upcoming AI5 chip. This was not surprising at all, considering that Musk has been discussing AI5 for quite some time now. What was surprising, however, were his comments that followed.

“And AI6 and AI7 will follow in fast succession. AI8 will be out of this world,” he wrote in his post, adding in a follow-up that his chip design review would be continuing the next day, followed by an Optimus demo review.

Considering that Tesla is currently rolling out a Robotaxi service using cars that are equipped with AI4 chips, some industry watchers have expressed interest in why the company is developing several generations’ worth of silicon for the company’s products. Inasmuch as AI4 might be enough for FSD and the Robotaxi rollout today, however, products such as Optimus might benefit from a more advanced chip. 

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Even AI5 will already be insanely impressive

During Tesla’s Q3 2025 earnings call, Musk described AI5 as “an amazing design” that represents a full evolution from the AI4 chip currently used in its vehicles and data centers. The new hardware, which will be manufactured by both Samsung in Texas and TSMC in Arizona, is expected to deliver up to 40x performance gains compared to its predecessor.

Tesla’s in-house engineering team redesigned the chip from the ground up, removing traditional components such as GPUs and image signal processors to improve efficiency and power måanagement. Musk said the chip now fits within a half-reticle design, calling it “a beautiful chip” into which he’s “poured so much life energy.”

Musk confirmed Tesla’s plan to create an oversupply of AI5 chips that could power not only vehicles but also humanoid robots and data centers. He emphasized that Tesla’s vertically integrated approach, designing both hardware and software, gives it a unique edge in scaling AI applications.

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