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A First-hand Account of the Tesla D Event, Part 1

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So, we finally saw #ElonsD and … we liked it.

The night started off young but we knew we had a long evening of journalistic duties ahead of us. Half of the team was already tweeting furiously as they approached a relatively empty Hawthorne Design Center at 5pm PST while the other half was making their way through a hellish back up of cars all looking to squeeze into a single parking entrance.IMG_1057.JPG

The Madness Begins

Any sort of driving etiquette that one would normally have was completely thrown out the window that night. I saw Model S after Model S making dangerous illegal U-turns right in the middle of a busy main street just to get an edge in line, but in reality it was just a silent FU to the ones that had already sat in the 1 mile back up of cars waiting to get in – me included. The sounds of EDM music heard from a distance is somehow pumping in sync with the rhythm of my  heart. I find my patience beginning to draw a direct correlation with the number of cars behind us that are seen turning out of lane only to muscle their way back into the same turn lane 1/2 mile ahead. The more cars turning out, the less my patience became.

Tesla D Event Traffic Jam

To make things worse, one of our tech guys is on the phone letting us know that the servers came to a halt after receiving an unexpected surge in worldwide traffic to our live-tweet page. The world was watching but the only thing I can think of was why Taylor Swift is playing in the background of our tech guys house. Wait …. the server, oh right.

Upgrade, upgrade, hurry!, I impatiently direct while also making sure I continue to inch forward without creating a big enough gap that would allow line-cutters to squeeze in. I wouldn’t normally do this, but having already let at least 20+ cars cut ahead, on top of the irritating beats of techno resonating throughout my cerebral cortex, I somehow felt justified to put myself into A-hole mode that night. Please forgive me.

Five minutes later, additional servers were added, Taylor Swift was still heard singing across the speaker phone and I was a happy camper again. I’m ready for #ElonsD.

Tesla D Event from freeway

Tesla D event seen and heard from the freeway

So Close, Yet So Far

After 45 minutes of standstill traffic, I finally reach the gates to the parking lot entrance. A combination of frantic Tesla parking attendants and police officers guide me through a windy maze of people and cars. I make eye contact with a Tesla attendant that’s 5 feet from my windshield; he points an orange glowing baton to the right; I go right.

“OK sir, please leave your keys here,”. I eagerly step out of the car, grab the camera gear and make my way all the way back to the end of the line where another wait begins. At this point I’m just passing time reading some of Dennis’s (@dennis_p) and Sam’s (@TeslaMS60) tweets. Head down, reading tweets and walking blindly into people like a digital zombie – something I laugh at when I see others doing it, but tonight it was my turn.

I secretly curse at Sam beneath my breath after seeing that he’s already inside and helping himself to a drink. Nicolas is telling me how great of a time he’s having inside while I stare helplessly at the big D in the distance. I begin to think of all the words that begin with the letter D but can only come up with one. Repeated thoughts of cutting the line run rampant in my head. Should I pull the “I have a press pass” card (which I didn’t this time) or wait patiently like every other civilized person in line? I pulled the press pass of course.

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Kidding about the press pass. Another 20 or so minutes go by in line and a hysteria of people begin piling into the parking area. Some are seen biking to the event while others are walking in with entire family in tow – stroller and all. Based on the conversation I’m hearing from people in line, it seems as if most are just there for the spectacle and came by way of a +1 on someone else’s invite.

The music was getting louder and I was getting closer to the official entrance. The rhythmic sounds of EDM was actually becoming more pleasant to listen to. Maybe because I could see the sights of the red carpet ahead of me and I knew it would be just minutes before I would make my way into the holy land.

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What lay before me and the official entry to the event was 30ft and a check-in desk, except I didn’t need to check-in at all. Apparently Tesla was so overwhelmed by the volume of people that showed up (the official count was over 4,000 people) that they decided to just hand out wristbands to all that showed up at the check-in desk. OK, sounds good to me. I grabbed the wristband and made my way to the red carpet, pausing for a moment to decide whether I wanted to do a few gratuitous selfies along the Tesla D backdrop, or take the less glamorous path to the right.

In my head, I had already put away all sense of humility and pictured myself doing the robot, a flying jump kick and giving two tickets to the gun show on the red carpet, but I knew that would likely scare the attendees, or at the very least, make Tesla staff question my sanity and deny my entry. I walked to the right and made my way into the event.

After an hour and a half wait, I was finally in but what happened next was something I would have never imagined take place. See Part 2

 

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RELATED: The 691 HP, dual-motor Tesla Model S P85D will rival McLaren’s F1

Gene has been obsessed with cars since before he could legally sit in the front seat. Writer, researcher, unofficial CS support, accountant, native suit guy when needed, and overall stick poker. He approaches every story the way he approaches a road trip: with too much enthusiasm, not enough planning, and a surprisingly good outcome. gene@teslarati.com

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Elon Musk

Elon Musk drops a surprise update on Boring Company’s next big dig

Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.

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Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”


The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.

This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.

What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.

That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.

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Tesla eyes supply partners for Optimus mass production

Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.

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Concept rendering of Tesla Optimus in mass production

Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.

Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.

Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.

New drone video shows Tesla’s Optimus Factory reaching a turning point

Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.

Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.

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Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration

Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.

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tesla cybercab with no manual controls showing a movie with two employees inside

Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.

Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.

Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.

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The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.

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