Elon Musk has stated that "at least 10 or 12 Gigafactories" will be able to produce 1.5 to 2 million vehicles each, or about 20 million vehicles annually. There are currently five Gigafactories worldwide, including three in the United States. Tesla is seemingly ramping up efforts to build two more Gigafactories in North America after a Musk spotting in Mexico and another job opening in Canada.
Media outlets in Nuevo León, Mexico, circulated photos of Musk with a state official and the state governor's wife. The state borders Texas; it gave Tesla suppliers their own lane at the border in June. An apparent gesture that Nuevo León welcomes Tesla with open arms.
It is an obvious location for the company, with at least six suppliers working in the state. The economy minister of Nuevo Leon, Ivan Rivas told Bloomberg that 5 to 7 percent of investment in the state would come from the EV industry in 2022.
The state is pro-business and has the population to support an extensive facility. More than 5 million people are in the state, including nearly 1.5 million in the state's largest city, Monterrey. It is also one of the highest educated populations in Mexico.
Nuevo León's Governor, Samuel García Sepúlveda, and several other high-ranking state officials toured Tesla Gigafactory in Texas in April. "We have come to endorse this agreement, that all the assembly, products and all the export of cars that are made in California and in Texas (from Tesla) are going to cross the Colombia Bridge," he told reporters.
Meanwhile, another exciting job has appeared on the Tesla careers page in Quebec, Canada. At the same shareholder meeting where Musk said he wanted 10 to 12 more Gigafactories, he asked the crowd where they should be located. "We get a lot of Canada," he said, and "I'm half Canadian, so maybe I should?"
It appears that Tesla's recruiting efforts are escalating in Quebec. In September, the company posted a recruiter position in Montreal, and now a Recruiting Coordinator posting in Laval. The job details state the successful candidate will work closely with high-volume recruiters in a fast-paced organization.
Over the summer, there was rampant speculation that the great white north would get a Gigafactory. It was revealed that Tesla met with the Canadian government four times in six months. Canada's Minister of Innovation, Science, and Industry, François-Philippe Champagne, stated the country is ramping up efforts to become an EV powerhouse. He was recently asked about the Telsa rumors and said, "stay tuned."
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Just over a week into the Robotaxi launch, Tesla began laying the groundwork for a more scalable remote supervision model, which will be key to achieving success with the Robotaxi Network.
About a week ago, Elon Musk posted on X that Tesla will likely reach the crucial safety threshold to enable this shift within a month or two. While that means at least another month of in-vehicle Safety Monitors, it does provide us with a timeline of what to expect.
As soon as we feel it is safe to do so.
Probably within a month or two. We continue to improve the Tesla AI with each mile driven.
This timeline came in response to a question about Tesla’s plans for the ratio of autonomous vehicles to remote supervisors. The more vehicles that a single human can supervise, the better, especially if that number can be reduced to something drastic, like a 100:1 ratio. A single human operator would be able to manage an entire city of Robotaxis, which will be critical to make the Robotaxi Network turn a profit.
While Tesla works towards that ambitious future, it is also taking immediate steps to improve the current user experience during the Austin pilot program, where 15-minute wait times have become the norm.
Solving for Wait Times
According to Eric E, one of Tesla’s principal engineers on Robotaxi, the current 15-minute wait times are a classic logistics challenge. The supply of vehicles is lower than the current demand for rides. To solve this, there’s a two-pronged solution for Tesla.
First, Tesla is directly increasing supply by hiring more Safety Monitors/Vehicle Operators in Austin, even hosting an on-site hiring event.
We're looking to hire more Vehicle Operators in Austin, TX to accelerate Robotaxi deployment. We will be hosting an onsite hiring event next Thursday. Please consider applying to the official job posting and completing this hiring event form:
Second, Tesla is working to make FSD and the Robotaxi fleet management software faster and smarter. This means they are utilizing the data from the pilot to better orchestrate the fleet by predicting demand and pre-positioning vehicles in prime locations to reduce wait times. After dropping someone off, the vehicle can start traveling to areas of higher demand, even if someone hasn’t booked a ride yet.
Next Up: Remote Supervision
These immediate fixes are all in service of that much larger goal. Scaling the Robotaxi Network isn’t just about having more cars; it’s about increasing the number of vehicles a single human can safely supervise remotely, which is a requirement for Robotaxi to turn a profit.
Elon’s comments give us this timeline. A more flexible and favorable ratio of 3:1 (although still far from the ideal 100:1) is likely to be achieved within a few months.
Tesla is committed to safety, as evidenced by the safety monitors in the vehicle. A single incident could not only tarnish the public’s view of the Robotaxi Network but could also halt Tesla’s operations altogether.
The data gathered from more Robotaxis on the road is crucial to the whole project. Tesla is gathering more data and issuing newer FSD builds specific to the Robotaxi.
As FSD requires less remote oversight per mile driven autonomously, Tesla can safely increase the number of vehicles per remote supervisor, moving the service closer to its ultimate goal.
Tesla has laid out an aggressive roadmap for the Robotaxi Network and its next few phases. We’ll have to wait and see just how this goes over the next few months, and whether they feel comfortable enough to increase the geo-fence and remove safety monitors.
Following the recent news of Grok being almost ready for Tesla vehicles, Elon Musk confirmed on X that the next major step is with Optimus, Tesla’s humanoid Robot. xAI’s advanced Grok models will eventually serve as the voice and brain for Optimus. This will be a convergence of Musk’s two biggest AI ventures — Tesla and xAI.
This will combine a physically humanoid robot - the brawn - with the new brains, Grok. This integration is more than just giving Optimus a voice - it suggests that Tesla is thinking ahead and possibly intends to use Grok to understand the environment around Optimus, while FSD will handle the robot’s movements.
The combination of Optimus and Grok creates a relationship where each component plays to its strengths.
For years, Tesla’s robotics team has been focused on the immense challenge of physical autonomy. Optimus learns complex tasks by observing humans, basically training itself through video by watching humans. This helps Optimus develop the physical dexterity needed to work in the real world. This is the brawn - the ability to navigate, manipulate objects, and perform useful work.
Grok provides the conversational brain. It adds a layer of natural language understanding, reasoning, and interaction. Instead of needing a computer, a specialized app, or pre-programming commands to give Optimus instructions, a user will be able to simply talk to it in a natural way. This makes Optimus infinitely more approachable and useful, especially for tasks in a dynamic environment, such as work or at home.
xAI and Tesla
Viewed from a different perspective, this move isn’t just about upgrading one product. It is the clearest evidence that xAI and Tesla are collaborating together to build a single, unified AI platform. Musk’s biographer, Walter Isaacson, believes Tesla and xAI will merge. Seeing Tesla and xAI both play critical roles in creating Optimus makes us believe that it may very well be the case.
The confirmation of Grok in Optimus is one of the most significant milestones for the project to date. While Optimus’s ability to walk and work (and dance) is already an incredible engineering feat, it has all been physical abilities so far. Adding the ability to interact with Optimus in a human-like way will transform Grok from a machine to a true, general-purpose humanoid robot.
The ability to understand nuanced requests, ask clarifying questions, and respond intelligently is what will ultimately make Optimus a daily fixture in our lives.
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