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Tesla partner Panasonic shares details of Gigafactory Nevada’s major expansion
It appears that Tesla’s battery partner, Panasonic, is preparing for a massive ramp in Gigafactory Nevada, with an executive stating that the Japanese firm will be rolling out a major expansion of its operations on the site. These include the installation of new equipment and the hiring of more workers, which would allow Giga Nevada to produce battery cells at higher rates than before.
Panasonic’s expansion was recently confirmed by Carl Walton, vice president of production engineering and facilities for Panasonic Energy of North America, who shared the updates in a conversation with the Reno Gazette-Journal. According to Walton, some of the expansion should take place within the next few months, and it will likely continue all the way to next year.
“There’s some construction work that needs to take place over the next couple of months. Then early next year, we’ll be installing new equipment with production starting shortly after that,” he said.
The additional capacity will be coming from a 14th battery production line that Panasonic will be adding to Giga Nevada. Walton declined to give the exact number of GWh that the planned expansion will add to the facility’s capacity, though he noted that Panasonic expects the facility’s capacity to increase by about 10% with the upgrades in place. It should be noted that currently, Gigafactory Nevada has a capacity of about 35 GWh per year.
Walton further noted that with the expansion in place, Panasonic will be hiring more employees for Giga Nevada. That being said, the executive noted that the planned hiring ramp will only include about 100 new positions, hinting at the possibility of the 14th line being heavily automated. “The expansion will increase our staffing by about 100 positions. We’re excited to continue our investment in the Northern Nevada community and our people here,” Walton stated.
While speaking with the Gazette-Journal, Walton added that the expansion plans for the Tesla site will not be limited to the new battery cell production line, since existing lines will also be receiving significant upgrades. These upgrades, the exec explained, are necessary to accommodate a new generation of battery cells. “That work is starting now and we’ve already started to convert current equipment to be able to make those batteries for us,” Walton remarked.
Interestingly enough, the Panasonic executive provided some details about the next-generation battery cells that will be produced at Gigafactory Nevada. According to Walton, Panasonic’s latest battery improves energy density by 5% compared to its previous cells. The company also claimed that its new cells are 1.4x denser than competing iron phosphate batteries, making them the world’s highest energy density batteries. These improvements are but a step, however, as Panasonic is reportedly looking to increase the energy density of its battery cells by 20%.
Panasonic’s confirmation of its planned expansion in Gigafactory Nevada highlights the Japanese firm’s strong working relationship with Tesla. Last year, a report from the Nikkei Asian Review, which cited very little sources, alleged that Panasonic was freezing its expansion plans in Giga Nevada. Panasonic Chief Executive Officer Kazuhiro Tsuga also commented on Tesla CEO Elon Musk’s “unpredictable” behavior on Twitter. Musk, for his part, noted that Panasonic has been the reason behind Giga Nevada’s battery supply constraints.
With the recent statements from Walton, however, it appears that both companies now stand on much firmer ground. Panasonic’s expansion of its Gigafactory Nevada operations seems to be a strong strategy this year, after all, especially since its battery business in the Tesla facility has proven profitable even from January to March 2020, a time that is marred by the start of the pandemic. And with electric cars becoming more popular, the Japanese firm will likely have its hands full trying to meet the battery demand for Tesla’s electric vehicles.
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Tesla Robotaxi Safety Monitor seems to doze off during Bay Area ride
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
A Tesla Robotaxi Safety Monitor appeared to doze off during a ride in the California Bay Area, almost ironically proving the need for autonomous vehicles.
The instance was captured on camera and posted to Reddit in the r/sanfrancisco subreddit by u/ohmichael. They wrote that they have used Tesla’s ride-hailing service in the Bay Area in the past and had pleasant experiences.
However, this one was slightly different. They wrote:
“I took a Tesla Robotaxi in SF just over a week ago. I have used the service a few times before and it has always been great. I actually felt safer than in a regular rideshare.
This time was different. The safety driver literally fell asleep at least three times during the ride. Each time the car’s pay attention safety alert went off and the beeping is what woke him back up.
I reported it through the app to the Robotaxi support team and told them I had videos, but I never got a response.
I held off on posting anything because I wanted to give Tesla a chance to respond privately. It has been more than a week now and this feels like a serious issue for other riders too.
Has anyone else seen this happen?”
My Tesla Robotaxi “safety” driver fell asleep
byu/ohmichael insanfrancisco
The driver eventually woke up after prompts from the vehicle, but it is pretty alarming to see someone like this while they’re ultimately responsible for what happens with the ride.
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
They should have probably left the vehicle immediately.
Tesla’s ride-hailing service in the Bay Area differs from the one that is currently active in Austin, Texas, due to local regulations. In Austin, there is no Safety Monitor in the driver’s seat unless the route requires the highway.
Tesla plans to remove the Safety Monitors in Austin by the end of the year.
Tesla has officially opened Robotaxi access to everyone and everyone, but there is one catch: you have to have an iPhone.
Tesla’s Robotaxi service in Austin and its ride-hailing service in the Bay Area were both officially launched to the public today, giving anyone using the iOS platform the ability to simply download the app and utilize it for a ride in either of those locations.
It has been in operation for several months: it launched in Austin in late June and in the Bay Area about a month later. In Austin, there is nobody in the driver’s seat unless the route takes you on the freeway.
In the Bay Area, there is someone in the driver’s seat at all times.
The platform was initially launched to those who were specifically invited to Austin to try it out.
Tesla confirms Robotaxi is heading to five new cities in the U.S.
Slowly, Tesla launched the platform to more people, hoping to expand the number of rides and get more valuable data on its performance in both regions to help local regulatory agencies relax some of the constraints that were placed on it.
Additionally, Tesla had its own in-house restrictions, like the presence of Safety Monitors in the vehicles. However, CEO Elon Musk has maintained that these monitors were present for safety reasons specifically, but revealed the plan was to remove them by the end of the year.
Now, Tesla is opening up Robotaxi to anyone who wants to try it, as many people reported today that they were able to access the app and immediately fetch a ride if they were in the area.
We also confirmed it ourselves, as it was shown that we could grab a ride in the Bay Area if we wanted to:
🚨 Tesla Robotaxi ride-hailing Service in Austin and the Bay Area has opened up for anyone on iOS
Go download the app and, if you’re in the area, hail a ride from Robotaxi pic.twitter.com/1CgzG0xk1J
— TESLARATI (@Teslarati) November 18, 2025
The launch of a more public Robotaxi network that allows anyone to access it seems to be a serious move of confidence by Tesla, as it is no longer confining the service to influencers who are handpicked by the company.
In the coming weeks, we expect Tesla to then rid these vehicles of the Safety Monitors as Musk predicted. If it can come through on that by the end of the year, the six-month period where Tesla went from launching Robotaxi to enabling driverless rides is incredibly impressive.
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Tesla analyst sees Full Self-Driving adoption rates skyrocketing: here’s why
“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”
Tesla analyst Stephen Gengaro of Stifel sees Full Self-Driving adoption rates skyrocketing, and he believes more and more people will commit to paying for the full suite or the subscription service after they try it.
Full Self-Driving is Tesla’s Level 2 advanced driver assistance suite (ADAS), and is one of the most robust on the market. Over time, the suite gets better as the company accumulates data from every mile driven by its fleet of vehicles, which has swelled to over five million cars sold.
The suite features a variety of advanced driving techniques that many others cannot do. It is not your typical Traffic-Aware Cruise Control (TACC) and Lane Keeping ADAS system. Instead, it can handle nearly every possible driving scenario out there.
It still requires the driver to pay attention and ultimately assume responsibility for the vehicle, but their hands are not required to be on the steering wheel.
It is overwhelmingly impressive, and as a personal user of the FSD suite on a daily basis, I have my complaints, but overall, there are very few things it does incorrectly.
Tesla Full Self-Driving (Supervised) v14.1.7 real-world drive and review
Gengaro, who increased his Tesla price target to $508 yesterday, said in an interview with CNBC that adoption rates of FSD will increase over the coming years as more people try it for themselves.
At first, it is tough to feel comfortable with your car literally driving you around. Then, it becomes second nature.
Gengaro said:
“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”
Tesla Full Self-Driving take rates also have to increase as part of CEO Elon Musk’s recently approved compensation package, as one tranche requires ten million active subscriptions in order to win that portion of the package.
The company also said in the Q3 2025 Earnings Call in October that only 12 percent of the current ownership fleet are paid customers of Full Self-Driving, something the company wants to increase considerably moving forward.
Tesla Robotaxi Safety Monitor seems to doze off during Bay Area ride
Tesla opens Robotaxi access to everyone — but there’s one catch
