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Tesla’s Elon Musk tests the waters for a potential Gigafactory in Texas
Elon Musk is pondering on building a Gigafactory in Texas and the CEO wants to find out what the electric car community on Twitter thinks of the possible next big move for the electric carmaker. Musk started a poll late Tuesday night and gave the Twitterverse two options: “Hell yeah” and “Nope.” As of writing, the poll has garnered almost 231,000 votes with around 80% of respondents being in favor of building the new Gigafactory in the Lone Star state.
Giga Texas would be Tesla’s fifth Gigafactory, and while many believe the nomenclature is perfect for the state where everything is bigger, many are wondering why Musk would consider building a factory in a state where the direct sale of its vehicles is not allowed. A bill was even pushed once to prohibit the electric car manufacturer from servicing its vehicles in the state.
Giga Texas?
— Elon Musk (@elonmusk) February 5, 2020
Tesla has Giga Nevada and Giga New York in the United States. The former is focused on producing batteries for the car manufacturer while the latter produces the Solarglass Roof Tiles and Powerwall. There’s also Giga Shanghai in China that already produces the Model 3 for the biggest automotive market in the world. The Silicon Valley-based carmaker is also hoping to lay the first brick by mid-March of its planned EV factory in Europe, Giga Berlin.
During the Q4 2019 earnings call, Musk explained that Tesla needs to make sure it has the batteries to make cars that are already on its lineup. “We got to scale battery production to crazy levels that people cannot even fathom today. That’s the real problem,” the chief executive of Tesla said.
Giga Texas might be the solution to this problem. It can also be the perfect place to ramp the production of the Cybertruck, whose Tri-Motor version is set to hit production by 2021. With Giga Texas, the Fremont factory will not have to handle additional pressure as it already produces the Model S, Model X, Model 3, and the much-awaited Model Y crossover. Ultimately, penetrating Texas is setting foot in the heart of the country’s biggest oil producers and refineries, and that’s quite a statement for Tesla.
We are (obviously) also looking for world-class chip designers to join our team, based in both Palo Alto & Austin
— Elon Musk (@elonmusk) February 2, 2020
It should be noted that Texas has a lively tech scene, particularly in Austin. Tech talents from Silicon Valley have been flocking to this region. The blossoming tech scene in the metro is blossoming enough that people call Austin as “Silicon Hills.”
Earlier this week, Elon Musk announced via Twitter that he will be hosting an AI hackathon party at his house. This time-boxed event is most likely to further accelerate the development of Tesla’s Full Self-Driving capabilities and improvements to its Autopilot feature. It is also a perfect setup to fish for new talents that will join Tesla’s workforce. Interestingly enough, Musk mentioned in his hackathon announcement that the electric car maker was looking for chip designers who can join the team in Palo Alto and Austin.
Even without waiting for the Giga Texas poll to end, the Twitterverse and Elon Musk’s 31 million followers may have already an obvious decision. For sure, everyone is eager to hear additional details about the new Gigafactory Musk is planning to build, as well as the role Giga Texas will play Tesla’s efforts to transition the transportation towards sustainability.
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Tesla expands its branded ‘For Business’ Superchargers
Tesla Cybercab ‘breakdown’ image likely is not what it seems
