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Tesla top 5: Week in review, February 4
Tesla Model S real-world safety demonstrated after violent rear-end collision
A Reddit user recently posted photos of a Tesla Model S that had a rear-end collision with a Volvo truck. The post concurred with an Insurance Institute of Highway Safety crash test result for the Tesla Model S in which it earned only an “acceptable” rating on its rear crash test. To look at the Reddit photo, one might think that the Tesla Model S does quite well. With a curb weight of 4,647 pounds, the Model S has mass that helped it stand up to a 10-ton truck. The 1,200-lb. flat battery pack strapped to the frame likely was a positive factor, as it reinforces the structural integrity of the vehicle. The Reddit post’s author reported that the driver of the Model S walked away from the collision safe and believes the Tesla saved his life.
Welcome to Tesla, Inc.: We’re more than just electric cars
Tesla announced a corporate name change this week from “Tesla Motors” to “Tesla.” At the time of the company’s founding, the company was positioned as an alternative automobile company. Now, over a decade later, much has changed. With the revised moniker, Tesla confers a broader range of products and services, so that its market reach is much more extensive. Whether it is solar roof tiles, residential and commercial battery systems, or future endeavors such as semi-trucks, electric buses, ride sharing, and tunnel boring, the name Tesla speaks to the company’s overarching goals of clean energy efforts. Musk has repeated how his company will “create stunning solar roofs with seamlessly integrated battery storage, expand the electric vehicle product line to address all major segments, develop a self-driving capability that is 10X safer than manual via massive fleet learning, [and] enable your car to make money for you when you aren’t using it.” The name change now represents that social justice sustainability mission.
Tesla will release 4Q and ’16 full year financial result on February 22
Tesla has announced that on February 22, 2017, it will release Q4 2016 and full year 2016 financial results. First, Tesla will issue a brief advisory, which will include a link to the Q4 as well as a full year 2016 update letter. Each will be posted on the Tesla IR website. To accompany those data releases, the Tesla management will hold a live question and answer webcast that day, scheduled at this writing for 2:30 p.m. Pacific Time (5:30pm Eastern Time). Topics will include the company’s 2016 financial and business results and 2017+ outlook.
Tesla Model S crash test result misses top safety rating by IIHS
The Tesla Model S large luxury sedan earned good ratings in all Insurance Institute for Highway Safety (IIHS) “crashworthiness evaluations” except one: the challenging small overlap front crash test. In that evaluation, it earned just an acceptable rating. Even through Tesla had lengthened the side curtain airbags to improve small Model S overlap protection, it confronted testing issues when the safety belt allowed the dummy’s torso to move too far forward. The results indicated that duplicated real-world injuries would be “possible.” The ratings for the Model S apply to 2016 and 2017 cars built after October 2016. Tesla did make a production change on Jan. 23, 2017 to address the head-contact problem, so IIHS has said they will test the updated vehicle for small overlap protection.
Tesla Gigafactory in Lithuania reimagined within Minecraft game
Tesla’s mission to accelerate the world’s transition to sustainable energy requires production of lithium ion batteries to power their electric vehicles. The Tesla Gigafactory in Nevada began construction on November 4, 2014 and is expected to begin battery cell production by the end of this year. Even before that target production goal, however, Tesla is surveying European locations for a second Gigafactory. Lithuania would like to be chosen as that illustrious manufacturing site, so, to persuade Tesla it is the right fit, a team of Minecraft designers spent two days building a virtual model of Tesla’s Gigafactory. They envisioned Kruonis, Lithuania as the ideal spot for construction due to its “free economic zone, close to two international airports, within close radius of 1.3 million inhabitants.” Sustainable energy sources such as wind power were noted as a perk. Teams from several other European nations are also pitching their concepts to Tesla in the hopes that the next Gigafactory, with its associated job creation, will be in their neighborhoods.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
