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Forget about X, AI and robots—Tesla is quietly building a complete EV battery supply chain

For many a year, a certain California carmaker dominated the headlines in the EV press—so much so that I created a keyboard shortcut for the company’s name. Despite a relentless tide of naysaying, the company went from strength to strength for almost two decades. Then, coincidentally (?) around the time of Covid, the innovation engine… Read more »

End of an EV era: Tesla discontinues Model S and Model X

Major technological disruptions tend to come in waves, and it’s rare for the companies that lead the first waves to be at the forefront of subsequent waves (anybody remember Blackberry? MySpace? Yahoo?). Few companies have so completely dominated the first wave of a tech tsunami as Tesla, which produced the first EV that the media… Read more »

Geotab’s connected vehicle platform can now connect to fleets of Tesla EVs

Connected vehicle specialist Geotab has announced that its platform can now connect to Tesla vehicles. This will provide fleets with a single, connected platform to manage their portfolio of Tesla vehicles, from passenger cars to the Tesla Semi. Geotab’s solution is available for all Tesla models (except for 2021 or older Models X and S)… Read more »

GM acquires casting specialist TEI, a key enabler of Tesla’s gigacasting process

Tesla’s gigacasting process, which uses giant casting machines to make car bodies with just a few massive cast parts, allows the company to greatly simplify chassis assemblies, saving loads of time, money and factory space. Other automakers, including Ford, Hyundai and several Chinese brands, have taken a keen interest in the technology. Tesla’s process relies… Read more »

CEO Jim Farley explains how Ford is learning from Tesla, marketing EVs as “digital products”

Ford CEO Jim Farley is no stranger to EVs—before he joined Ford, he worked at Toyota, and was deeply involved in bringing the Prius to the US market. In a wide-ranging recent interview with Fully Charged’s Robert Llewellyn, Farley talks about how he is shepherding his company through the process of electrification. Farley understands that… Read more »

Tesla earnings report—new EVs delayed, full speed ahead on humanoid robot

Tesla’s latest earnings report, for the fourth quarter and full year 2021, was another strong one. Deliveries grew by 87% in 2021, earnings per share and revenue each beat analyst estimates by over 6%, and the company claimed that it achieved “the highest quarterly operating margin among all volume OEMs…demonstrating that EVs can be more… Read more »

How Tesla’s in-house software helped it weather the chip shortage

For months, the auto industry has been crying the blues, as a shortage of computer chips forced it to suspend production, in some cases for months, leading to empty dealer lots and skyrocketing prices. But one company seemed to sidestep the whole crisis—Tesla has been breaking records quarter after quarter, and sold nearly twice as… Read more »

Tesla applies for regulatory approval for Gigafactory Texas, production on track for end of this year

Tesla has applied to the Texas Department of Licensing and Regulation for regulatory approval for the first phase of Gigafactory Texas. The filed documents reveal Tesla’s planned completion date and budget. The next chapter in Tesla’s history will center on the company’s two new factories: Gigafactory Texas in Austin and Gigafactory Berlin in Germany. The… Read more »

Tesla’s next vehicle: a humanoid robot?

At Tesla’s recent AI Day event, the company announced a number of new initiatives. It unveiled a new line of in-house-designed chips for its Dojo high-speed computer, which will power the next generation of Autopilot, and is now expected to be operational next year. The company also announced that new Full Self-Driving (FSD) hardware will… Read more »

Several battery suppliers are working on Tesla’s 4680 cells

Tesla says its new 4680 battery cell, unveiled at the 2020 Battery Day event, represents a “massive breakthrough” that could enable a new generation of cheaper EVs. However, some industry experts have predicted that mass-producing the new cells will not be easy. Concurrently with developing the new cells, Tesla has been broadening its battery supply… Read more »