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More Tesla Model Y with 4680 structural battery packs are gathering in Giga Texas

Credit: Jeff Roberts/YouTube

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4 years ago

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During the fourth quarter and full-year 2021 earnings call, Elon Musk mentioned that Tesla would start delivering Model Ys equipped with structural battery packs as soon as the vehicle’s final certification is complete. Recent flyovers of Giga Texas suggest that work is now underway to build production Model Ys equipped with 4680 battery cells, and new batches of the vehicle have been manufactured. 

Earlier this month, trucks loaded with fully built Model Ys were spotted leaving Giga Texas, and more recently, dozens upon dozens of the all-electric crossover were sighted seemingly being prepared for deliveries. Jeff Roberts, a drone operator who has followed the progress of Gigafactory Texas since its earliest days, spotted another group of what appear to be production Model Ys charging their batteries during a flyover this Sunday. The vehicles, just like in recent sightings, look very refined and ready for customer deliveries. 

To state that there is a lot of excitement for the Made-in-Texas Model Y would be an understatement. While the vehicle would essentially be the same car as the Model Y produced in Tesla’s Fremont Factory in California, the all-electric crossovers from Giga Texas will be equipped with the company’s custom-designed and home-built 4680 cells. The Texas-made Model Ys will also be fitted with a structural battery pack, which is heralded by the company as its next big manufacturing innovation. 

It should be noted that Giga Texas is a massive site, and even a slow production ramp of the Made-in-Texas Model Y would require a lot of 4680 batteries from the company’s pilot line in Fremont, California. Fortunately, Tesla’s 4680 battery cell production efforts seem to be improving, as evidenced by the company recently announcing that it had produced its 1 millionth 4680 battery cell last month. Reported leaks also suggest that the 4680 pilot line’s output in Tesla’s Kato Road facility is steadily improving. 

With 4680 cells and structural battery packs, the Made-in-Texas Model Y could very well be the first of Tesla’s next generation of vehicles. With such innovations in place, Tesla should be able to produce the all-electric crossover in a more cost-effective manner, all while making the vehicle better and safer overall. Tests on the 4680 Model Ys from Texas seem to be doing well, at least if one were to consider SVP Powertrain and Energy Engineering Andrew Baglino’s comments during the past earnings call. 

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“We are making meaningful progress of the ramp curve in Kato. We’re building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter. Our focus on the cell, the pack, and the vehicles here is driving yield quality and cost to ensure we’re ready for larger volumes this year as we ramp and next year,” Baglino said. 

Watch a recent flyover of the Giga Texas site in the video below. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla (TSLA) Q3 2025 earnings results

Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.

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55 minutes ago

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October 22, 2025

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Credit: Tesla Asia/X

Tesla (NASDAQ:TSLA) has released its Q3 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, October 22, 2025. 

Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products. 

Tesla’s Q3 2025 results

As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion.

In comparison, FactSet consensus expects Tesla to post earnings per share of around $0.56, down 22% from Q3 2024’s $0.72 per share. Tesla’s revenue is forecasted to rise 5.4% to $26.54 billion, as noted in an Investor.com report.

On the other hand, Sharp consensus, which tracks analyst revision trends, predicts Tesla to post earnings of $0.57 per share and revenue totaling $28.31 billion.

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Other key results

Tesla highlighted the following Q3 results in its Update Letter.

As per Tesla, it is stil profitable with $1.6 billion GAAP operating income, $1.4 billion GAAP net income, and $1.8 billion non-GAAP net income. By the end of the third quarter, Tesla had an operating cash flow of $6.2 billion and record free cash flow of nearly $4.0 billion.

Tesla’s total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla’s had a 5.8% operating margin. Tesla’s quarter-end cash, cash equivalents and investments was $41.6 by the end of the third quarter.

Tesla’s Q3 2025 Update Letter

TSLA-Q3-2025-Update by Simon Alvarez

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Tesla’s new Safety Report shows Autopilot is nine times safer than humans

Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.

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3 hours ago

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October 22, 2025

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Credit: Tesla

Tesla’s new Safety Report for Q3 shows Autopilot technology contributed to accident frequency that was nine times lower than the national average.

Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.

This is a stark contrast from the most recent data made available by the National Highway Traffic Safety Administration (NHTSA) and Federal Highway Administration (FHWA), which shows there is an automobile crash approximately every 702,000 miles.

The figure for Q3 2025 is slightly lower than the one that Tesla released in Q3 2024, which eclipsed 7 million miles between accidents for drivers using Autopilot technology.

Over the past seven quarters, Q1 has been Tesla’s strongest showing with the Vehicle Safety Report, with Q4 being the weakest. This is usually attributed to weather and driving conditions deteriorating toward the end of the year.

Q1 2024 was Tesla’s best performance so far, with one crash every 7.63 million miles.

Tesla releases Vehicle Safety Report for Q1 2024

Autopilot and Full Self-Driving have been a major focus of Tesla over the past few years, and recent versions have improved on what has already proven to be an extremely safe way to travel, as long as it is used correctly.

Tesla’s Full Self-Driving (Supervised) suite is a suitable way to allow the vehicle to navigate through any traffic setting and has been widely effective for day-to-day travel. With the data Tesla gets from its use across its vehicle fleet, it gets more refined and more accurate with every passing mile.

The company has teased the potential for completely unsupervised Full Self-Driving releases in the future, but Tesla has to solve autonomy before it can offer anything like that to the public.

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Tesla looks to enter a new continent, new job posting shows

Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.

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4 hours ago

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October 22, 2025

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Credit: Tesla

Tesla is looking to enter Africa for the first time, launching operations on a new continent and expanding its vehicle business operations.

Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.

First Tesla Model Y Performance Spotted In Africa

Although the company has not launched anything in Africa, a new job posting indicates that Tesla is looking to launch there for the first time.

According to a new posting on Tesla’s Careers website, it is looking for a full-time Country Sales & Delivery Leader in Casablanca, Morocco:

“The Country Sales & Delivery Leader is responsible for driving the sales and delivery strategy and daily operations across the country. They will hire and develop the best people leaders and ensure the development of the highest performing teams. The Field Sales & Delivery Leader will take accountability for achieving ambitious sales and delivery targets and ensure the business performs on key success criteria, including but not excluded to market growth, customer satisfaction, operational excellence, and employee deployment and retention. In addition to driving business performance across sales & delivery, the Field Sales & Delivery is expected to act as an ambassador for Tesla in the market, as well as provide critical perspective and guidance on decisions impacting outcomes within their market to increase Tesla’s market share.”

Back in July, Tesla officially registered its presence in the Moroccan market with the $2.75 million initial capital investment, according to The Habari Network.

The move marked a formal attempt at market entry for the EV maker, and it could signal even more opportunities through its other business operations, like energy.

Morocco is looked at as one of the countries in Africa that is most prone to transition toward EVs, as its government has focused on renewable energy and strategic investments in transportation.

It also has local production advantages, as Renault operates a plant in Morocco.

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