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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.
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
