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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For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.
Price Increase
The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.
The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series.
The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.
Free Lifetime Supercharging
For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.
There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.
We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.
Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.
Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.
Optimus is Blind
Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer.
Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.
Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips.
What’s Next?
Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.
Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.
There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.
We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.