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Tesla’s ‘Roadrunner’ cell production facility is taking form ahead of Battery Day
Tesla’s Battery Day is only a few weeks away, and as the electric vehicle community eagerly waits for the highly-anticipated event, the company’s pilot battery production line appears to be well on its way to being completed, and perhaps even ramped. This was hinted at by a recent drone flyover of Tesla’s building at Kato Road, located close to the company’s Fremont factory.
Footage taken by a Tesla enthusiast who runs the Living with Intent channel on YouTube shows that the expansion of the Kato Road facility is well on its way. Based on the short video taken of the site, it appears that much work is being done inside the building, as hinted at by the massive amount of materials that are seemingly waiting to be taken inside the facility. The extra floor that Tesla has been constructing is also showing progress since it was initially photographed early last month.
Tesla is a disruptive company that moves fast, and thus, sightings of facilities with ongoing improvements are not really new. However, the Kato Road building is quite unique in the way that it is expected to house the pilot line for Tesla’s own battery production system. Elon Musk has been pretty open about his enthusiasm for Battery Day, stating that the event will likely blow people’s minds. At the same time, the CEO also suggested that the event will include a tour of Tesla’s in-house battery cell production setup.
This cell production system is the first of its kind, as Tesla has partnered with other battery firms in the past. Panasonic is a key partner in Gigafactory Nevada, while LG Chem and CATL are partners for Gigafactory Shanghai. But while Tesla reportedly continues to work with its partners to make better batteries, the company is also hard at work developing its own cell production capabilities. This was hinted at during the 2019 Annual Shareholder Meeting, when company executives described the effort as a step towards Tesla becoming the master of its own “destiny.”
Filings to the City of Fremont suggest that Tesla’s Kato Road facilities will be utilized for the “Roadrunner” project, which refers to the company’s own custom battery cell production line. Tesla’s “Roadrunner” cells have not been discussed in depth by the company yet, but speculations and reports suggest that the batteries are next-generation lithium-ion cells that are capable of lasting a million miles. Such batteries could make a big difference for Tesla’s flagship products like the Plaid Model S and the Megapack.
Once completed, the Kato Road facility is expected to house about 45 research and development employees and up to 425 manufacturing workers that are spread through several shifts from Monday to Friday. This may allow the pilot cell production line to produce enough batteries for low-volume vehicles, perhaps like the Plaid Model S and the new Roadster. Tesla has since opened a number of job openings related to cell manufacturing that are seemingly for the Kato Road location as well. Among these job listings are Cell Engineers, Production Process Engineers, and Controls Engineers, all of which were listed as based in Fremont, California.
Watch a recent footage of Tesla’s “Roadrunner” site in the video below.
H/T JPR007.
News
Tesla Cybercab sighting confirms one highly requested feature
The feature will likely allow the Cybercab to continue operating even in conditions when its cameras could be covered with dust, mud, or road grime.
A recent sighting of Tesla’s Cybercab prototype in Chicago appears to confirm a long-requested feature for the autonomous two-seater.
The feature will likely allow the Cybercab to continue operating even in conditions when its cameras could be covered with dust, mud, or road grime.
The Cybercab’s camera washer
The Cybercab prototype in question was sighted in Chicago, and its image was shared widely on social media. While the autonomous two-seater itself was visibly dirty, its rear camera area stood out as noticeably cleaner than the rest of the car. Traces of water were also visible on the trunk. This suggested that the Cybercab is equipped with a rear camera washer.
As noted by Model Y owner and industry watcher Sawyer Merritt, a rear camera washer is a feature many Tesla owners have requested for years, particularly in snowy or wet regions where camera obstruction can affect visibility and the performance of systems like Full Self-Driving (FSD).
While only the rear camera washer was clearly visible, the sighting raises the possibility that Tesla may equip the Cybercab’s other external cameras with similar cleaning systems. Given the vehicle’s fully autonomous design, redundant visibility safeguards would be a logical inclusion.
The Cybercab in Tesla’s autonomous world
The Cybercab is Tesla’s first purpose-built autonomous ride-hailing vehicle, and it is expected to enter production later this year. The vehicle was unveiled in October 2024 at the “We, Robot” event in Los Angeles, and it is expected to be a major growth driver for Tesla as it continues its transition toward an AI- and robotics-focused company. The Cybercab will not include a steering wheel or pedals and is intended to carry one or two passengers per trip, a decision Tesla says reflects real-world ride-hailing usage data.
The Cybercab is also expected to feature in-vehicle entertainment through its center touchscreen, wireless charging, and other rider-focused amenities. Musk has also hinted that the vehicle includes far more innovation than is immediately apparent, stating on X that “there is so much to this car that is not obvious on the surface.”
News
Tesla seen as early winner as Canada reopens door to China-made EVs
Tesla had already prepared for Chinese exports to Canada in 2023 by equipping its Shanghai Gigafactory to produce a Canada-specific version of the Model Y.
Tesla seems poised to be an early beneficiary of Canada’s decision to reopen imports of Chinese-made electric vehicles, following the removal of a 100% tariff that halted shipments last year.
Thanks to Giga Shanghai’s capability to produce Canadian-spec vehicles, it might only be a matter of time before Tesla is able to export vehicles to Canada from China once more.
Under the new U.S.–Canada trade agreement, Canada will allow up to 49,000 vehicles per year to be imported from China at a 6.1% tariff, with the quota potentially rising to 70,000 units within five years, according to Prime Minister Mark Carney.
Half of the initial quota is reserved for vehicles priced under CAD 35,000, a threshold above current Tesla models, though the electric vehicle maker could still benefit from the rule change, as noted in a Reuters report.
Tesla had already prepared for Chinese exports to Canada in 2023 by equipping its Shanghai Gigafactory to produce a Canada-specific version of the Model Y. That year, Tesla began shipping vehicles from Shanghai to Canada, contributing to a sharp 460% year-over-year increase in China-built vehicle imports through Vancouver.
When Ottawa imposed a 100% tariff in 2024, however, Tesla halted those shipments and shifted Canadian supply to its U.S. and Berlin factories. With tariffs now reduced, Tesla could quickly resume China-to-Canada exports.
Beyond manufacturing flexibility, Tesla could also benefit from its established retail presence in Canada. The automaker operates 39 stores across Canada, while Chinese brands like BYD and Nio have yet to enter the Canadian market directly. Tesla’s relatively small lineup, which is comprised of four core models plus the Cybertruck, allows it to move faster on marketing and logistics than competitors with broader portfolios.
Elon Musk
Tesla confirms that work on Dojo 3 has officially resumed
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.
Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage.
Tesla CEO Elon Musk confirmed the update in a recent post on X.
Tesla’s Dojo 3 initiative restarted
In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X.
Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications.
Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.
Tesla’s AI roadmap
Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures.
He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk wrote at the time.
Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected.