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Tesla’s ‘Roadrunner’ facility gets a neighbor working on tech beyond the million-mile battery
As the wait for Tesla’s Battery Day continues, more and more speculations are abounding about what the electric car maker might reveal during the highly-anticipated event. Elon Musk has stated that Battery Day’s announcements will be mind-blowing, and based on apparent clues recently observed by the Tesla community, it appears that the CEO may be right on the money.
Recent reports have indicated that Amprius, a battery company currently working on silicon nanowire tech, recently relocated its headquarters to a site that’s just a few hundred feet away from Tesla’s Roadrunner battery facility in Kato Road, Fremont. Considering the firm’s focus, its new headquarters’ rather convenient location, and Elon Musk’s previous references to the use of silicon in batteries, there seems to be a fair chance that Amprius’ move to Fremont may be more than a coincidence.
Amprius notes that it is working on creating silicon nanowires for battery anodes that dramatically improve battery weight and density. The company’s website notes that silicon generally has about 10x the capacity of graphite (carbon), but it has a big drawback in the way that it swells when it’s charged, causing the silicon to fracture. To address this, Amprius utilizes silicon nanowires, which keeps the silicon from fracturing and breaking apart even when it swells.
As noted by EV enthusiast and YouTube host Driving Delta, Elon Musk himself appears to be teasing the use of advanced silicon tech on Twitter last month. In one of his posts, Musk shared some lyrics of the song “Lithium” by Nirvana, whose refrain includes sections that state “I’m not gonna crack.” Granted, Musk may simply be trolling the Tesla community with his posts, but it should be noted that he also talked about the increasing use of silicon anodes five years ago.
“We’re shifting the cell chemistry for the upgrade battery pack to partially use silicon in the anode. This is just a sort of baby step in the direction of using silicon in the anode. We’re still primarily using synthetic graphite, but over time, we’ll be using increasing amounts of silicon in the anode,” Musk noted during a 2015 conference call.
As noted by Amprius’ on its website, the use of 100% silicon paves the way for batteries with the highest energy density, perhaps even at the 500 Wh/kg level. That’s enough to start exploring electric VTOL projects, a topic that Elon Musk has admitted is something that truly interests him. That being said, Professor in Energy Materials and Technologies Ying Shirley Meng, who has made significant contributions to Maxwell Technologies’ battery tech herself, believes that challenges still remain in the use of silicon nanowires.
“We should pay attention to the cost per kg. Even (if) those nanowires work (which I doubt), to produce consistent quality in metric ton scale at 10$ per kg it will be sci-fi for now,” she noted.
Elon Musk, for his part, recently stated that the technology that could allow 400 Wh/kg with a high life cycle and volume production is not too far away. Musk gave a rough timeframe for the technology, stating that such milestones could be achieved in about three to four years.
Tesla’s Battery Day event is expected to introduce the company’s next-generation lithium-ion cells, though speculations suggest that these batteries — which are expected to last a million miles — are based largely on Maxwell Technologies’ dry electrode tech. Maxwell itself has previously noted that it could offer batteries with 300 Wh/kg while stating that it had also identified a path to 500 Wh/kg. With this in mind, it appears that Tesla may already be setting the stage for cells that will likely go even beyond the million-mile battery.
Granted, Amprius’ move to Fremont may be unconnected to Tesla. That being said, the two companies’ goals to align with each other, and Elon Musk’s own references to the use of silicon suggests that Tesla will likely get a lot of value from Amprius’ tech. If speculations prove true, the path to batteries that go even further than the million-mile mark may be feasible in the near future. Such innovations are key to Tesla’s goal of accelerating the transition to sustainable energy, after all.
Watch these recent takes on the Amprius rumors in the videos below.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
