News
Tesla emphasizes factory safety, preempts possible smear campaign by auto union
Tesla released a blog post Sunday evening that reemphasizes the company’s goal to become the safest auto factory in the world. The post comes after the United Auto Workers Union (UAW) attempted to rally support earlier this year from Fremont factory workers in favor of unionizing.
Tesla states that it has received several media inquiries over allegations about safety at its Fremont, California factory. The well-timed nature of the inquiries, and similarity in topic, led Tesla to believe that the UAW was spreading anti-Tesla propaganda to the media in an attempt to provoke a response from the public, and from Tesla employees. In typical fashion, Tesla acted quickly and took to the offensive to defend the company’s approach to manufacturing, and maintaining the health and safety of its employees. The company has gone as far as forming dedicated Ergonomics Teams that have exclusive focus on “improving health and safety and reducing ergonomic risk for current and future production”.
“We are building entirely new vehicles from the ground up, using entirely new technology, production, and manufacturing methods, and ramping them at high volume. Getting this right is extremely difficult, and we deeply appreciate the hard work that all our employees do to help us achieve what most regard as impossible.” says Tesla through its blog post.
Tesla notes that in just 15 years, the company has become the largest manufacturing employer in California with over 10,000 production jobs in the Fremont factory and surrounding Bay Area.
Tesla has a proven track record of putting safety first as made evident by the award-winning safety ratings for its Model S and Model X. Vehicles have taken the brunt of the impact for their occupants, have swerved to avoid accidents and have even accelerated to avoid accidents. The innovative safety features Tesla has built into its vehicles is unsurpassed in the automotive world.
Though Tesla’s safety record to date is already better than industry-average, according to its press release, the company indicates that it continues to learn and apply new production processes aimed at improving employee well-being. Among the improvements are:
- Added 3rd shift to the manufacturing schedule to cut overtime because the employees asked for it and it was the right thing to do.
- Hired dedicated Ergonomist and established an Ergonomics team to ensure that current and future Tesla manufacturing lines are ergonomically friendly for employees.
- Model 3 has been designed with manufacturing employee ergonomics in mind. The Tesla Ergonomics Team works closely with design and engineering teams to catch ergonomics issues before they happen and proactively drive these improvements back into the design of the equipment and the car. Yes, you heard that right. Tesla will redesign the car if it is resulting in ergonomically challenging situations for its manufacturing employees.
- Established safety teams in every department which meets regularly to ensure safety is a top focus in its manufacturing operating departments.
These changes are not just skin deep and the company is seeing the results of the changes already. Tesla says it has collectively reduced 52% in lost time incidents and a 30% reduction in recordable incidents in the first quarter of 2017 versus the same period last year. These more granular metrics support an improvement in the industry standard Total Recordable Incident Rate (TRIR) which at the end of Q1 2017 was 4.6, a full 32% better than the industry standard of 6.7.
Anyone who has worked in an industry where safety is important can tell you that a culture of safety awareness is built day by day, month by month over many years. Tesla has a demonstrated history of superior results. The steps it has outlined to drive further improvements at the factory are evidence of a continued focus on safety and its employees.
The full post from the Tesla Blog reads as follows:
Creating the Safest Car Factory in the World
Earlier this year, the United Automobile Workers (UAW) announced it was attempting to organize workers in Tesla’s Fremont factory. The latest phase of their campaign involves a concerted and professional media push intended to raise questions about safety at Tesla.
We have received calls from multiple journalists at different publications, all around the same time, with similar allegations from seemingly similar sources about safety in the Tesla factory. Safety is an issue the UAW frequently raises in campaigns it runs against companies, and a topic its organizers have been promoting on social media about Tesla.
Some of the publications who have contacted us have rejected covering this “story” because they understand it is a misleading narrative based on anecdotes, not facts. However, there will likely be a few publications that choose to publish stories regardless, so we want to make sure the public also has the facts. Watch for these articles to downplay or ignore our actual 2017 safety data and to instead focus on a small number of complaints and anecdotes that are not representative of what is actually occurring in our factory of over 10,000 workers.
First, some context is important. The difficulty of starting a successful U.S. car company cannot be overstated, as evidenced by the fact that Ford is the only other U.S. car company to have never gone bankrupt. We are attempting to break this trend in order to fulfill our mission of accelerating the world’s transition to sustainable energy.
We are building entirely new vehicles from the ground up, using entirely new technology, production, and manufacturing methods, and ramping them at high volume. Getting this right is extremely difficult, and we deeply appreciate the hard work that all our employees do to help us achieve what most regard as impossible. While we still have a long way to go, in less than 15 years, we have become California’s largest manufacturing employer, creating more than 10,000 high-quality production jobs in the Bay Area, many of which had previously disappeared with the closure of NUMMI under the stewardship of the UAW.
As we work to achieve our mission, nothing is more important to us than protecting the health and safety of our employees. As we look at our safety record in prior years, we realize that we have not been perfect. No car factory is perfect, but particularly given that Model S and X were the first cars we built at more than tiny volumes, we fully acknowledge that they were not designed for ease of manufacturing – far from it. As would be expected, we have since learned many lessons, including how to improve the production process for the well-being of our colleagues.
Here are just some of the improvements that we have made:
- Historically, depending on production needs, some Tesla employees have worked significant amounts of overtime because it was necessary for the company to survive. However, working overtime can be challenging for employees and their families. Last year, we added a third shift to reduce the overtime burden on each team member and to improve safety. We did this because our employees asked for it, and because it was the right thing to do.
- As a result of this change, the average amount of hours worked by production team members has dropped to about 42 hours per week, and the level of overtime decreased by more than 60%. We hired our first dedicated Ergonomist in 2013, and in 2015 established an Ergonomics Team exclusively focused on improving health and safety and reducing ergonomic risk for current and future production.
- In addition to improving the process of building Model S and X, Model 3 has been designed specifically with ergonomics in mind. Our ergonomics team has worked hand-in-hand with our engineers on the design process. As just one example, we created simulations that showed us where reaching or bending by employees was most likely to occur, which in turn allowed us to redesign the equipment and the car to eliminate these issues as much as possible.
- Each department now has a Safety Team that meets regularly to increase safety awareness and recommend improvements, many of which have already been implemented.
- We are continuing to establish health and safety management procedures to scale with our operational growth.
The third shift, ergonomic improvements and increased safety awareness have collectively led to a 52% reduction in lost time incidents and a 30% reduction in recordable incidents from the first quarter of 2016 to the first quarter of 2017. In addition, through the end of Q1 2017, the factory’s total recordable incident rate (TRIR), the leading metric for workplace safety, is 4.6, which is 32% better than the industry average of 6.7. This data shows that there has been a dramatic improvement in employee safety, we are now significantly better than industry-average, and we continue to improve each day. A few anecdotes in a factory of over 10,000 people can always be given, but these are the facts.
Tesla’s safety record is much better than industry average, but it is not enough. Our goal is to have as close to zero injuries as humanly possible and to become the safest factory in the auto industry. We will get there by continuing to ask our employees to raise safety concerns and to keep proposing ideas that make things even better.
The alternative is to stop improving and to instead do what the rest of the industry, including the UAW, has always done. But being industry average would make our safety 32% worse. We care too much about our team to go backwards.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
Lifestyle
Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
News
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
Musk says China’s magnet export ban cost Optimus months, and robot hands remain shockingly hard.
Elon Musk says China’s export curbs on magnets used in electric motors set back Tesla’s Optimus program by two to three months, and that the robot’s hands remain the hardest part of the project. He made the comments Saturday during a live interview with Tesla Owners Silicon Valley at the X Takeover event at Giga Texas, in front of roughly 2,000 attendees. The Optimus discussion begins around the 49 minute mark of the stream.
On the hands, Musk was blunt and noted that a general purpose humanoid needs fine motor skills that are “incredibly difficult to get right. Shockingly difficult,” he said in the interview. He pointed to a problem he says no one has demonstrated yet: “One of the hardest things also generally is to do precision and force at the same time,” such as driving a small self tapping screw into wood. Touch sensors add another layer, since it is “actually kind of hard to get touch sensors that elastically deform and can handle high cycle life and it won’t just break after a few thousand cycles.”
He also took aim at rival robot videos. “Any complicated looking robot demo, it’s a canned demo. It’s not real,” Musk said, adding that real AI means showing a robot something it has never seen and watching it still cope, the way FSD handles a city it has never driven.
Musk expects the Optimus ramp to be slower than a new vehicle production ramp. “The initial part of that S curve of production ramp is going to be very slow at the beginning,” Musk said, partly because “unlike cars, there’s no pre existing supply chain for robot stuff.” That echoes his July reply on X that Optimus production “will be extremely slow at first, as everything is new.”
The magnet disclosure puts a number on a problem Musk first raised in 2025. He said China “prevented the export of magnets for use in electric motors” and that it “set back the Optimus program by like two or three months.” Then he added: “We had robots with no arms.” Tesla’s fix is to bring the supply chain home. “You’ve got to be able to make all the parts domestically,” he said. Teslarati reported in April 2025 that Musk tied the issue to permanent magnets in the arm actuators, where motors have to be as small as possible.
Tesla Optimus V3 hand and arm details revealed in new patents
Production is moving regardless, with a reported internal goal of more than 1,000 a week by the end of 2026. Teslarati recently covered how Tesla is certifying supply partners in China for Optimus parts, while the company’s hand design has been the subject of new patent filings.
Musk has said he wants Optimus available to the public by late 2027, though Tesla has not confirmed that date or published updated production figures.