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Elon Musk’s Tesla ‘Alien Dreadnought’ factory is coming to form–just not where critics expect it
There are many aspects of the Tesla ecosystem and Elon Musk’s past forecasts that critics love to attack. Among the most notable of these is the CEO’s vision of an “Alien Dreadnought” factory, an electric car production facility that is so automated, it resembles the extraterrestrial machines depicted in pop culture. Contrary to what critics today would say, Tesla’s hyper-automated factory is actually coming to form — it’s just not where it was initially expected to be.
Elon Musk’s Alien Dreadnought concept was initially intended for the production of the Model 3. Perhaps this is the reason why Musk originally announced an incredibly aggressive timeframe for the all-electric sedan’s ramp. Those who have followed the Tesla story over the past few years would know that the dreadnought did not come to pass. As issues mounted and delays became more prominent in the Model 3 ramp, Tesla and Elon Musk were forced to abandon the idea and instead adopt a manufacturing system that uses machines and people.
The Fremont factory continues to function in this manner until today. Just recently, Tesla critics were discussing how much Tesla is failing since it still maintains its sprung structure-based GF4 line. Others mocked the fact that some Model Y were getting accessories such as floormats installed on the grounds of the Fremont factory. While some criticism is warranted considering that Elon Musk’s Alien Dreadnought factory is yet to pass in its main vehicle plant, one thing is conveniently forgotten by critics: the Fremont factory is not the only Tesla facility that’s producing vehicles today.
Over in China, Tesla’s Gigafactory Shanghai is now back to full operations. And true to its reputation, the facility’s buildout continues to be insanely quick. The production of the Made-in-China Model 3 is already ongoing, with recent reports stating that around 3,000 units of the all-electric sedan are being manufactured every week. The construction of the Phase 2 zone, widely considered to be a facility intended for Model Y production, is also continuing at a rapid pace. Based on the way Gigafactory Shanghai is designed and the way that it’s ramping, it appears that the facility is well on its way towards becoming the first of Elon Musk’s Alien Dreadnought factories.
One thing that may be worth considering is the fact that the Fremont factory was not designed by Tesla. The California-based car factory’s history dates as far back as 1962, when it operated as the General Motors Fremont Assembly site until 1982, when it was closed. The plant was reopened in 1984 as the New United Motor Manufacturing, Inc. (NUMMI) plant, a joint venture between Toyota and General Motors, where it continued to produce vehicles until 2010. Tesla later bought the factory to produce the Model S sedan, a decision that was panned by critics then as an unnecessary expense.
With this in mind, it could be said that Tesla was not able to start with a blank canvas for its electric car production activities in the Fremont factory. The facility was constructed with conventional car making in mind, and Tesla essentially had to adapt its processes to the factory’s layout. Elon Musk’s admitted hubris aside, it would be quite a challenging endeavor to convert an automotive factory that was initially opened in 1962 into a hyper-automated, futuristic electric vehicle manufacturing machine. These challenges do not exist in Gigafactory Shanghai.
For its China-based site, Tesla was able to design a factory that’s optimized from the ground up for EV production. A look at the activities in the Phase 1 building would show that the site has notable similarities with the Fremont factory’s “tent-based” GA4 line, with its straightforward production process and its easy access to supply trucks. In a way, Gigafactory Shanghai’s Phase 1 zone is GA4 on steroids, and it seems to be working very well so far. With Gigafactory 3 now running, and with the facility’s Model Y production site coming to form, Tesla now has another opportunity to pursue Elon Musk’s Alien Dreadnought idea. But this time around, the company will be attempting the concept from a blank slate. And that might make all the difference.
The signs are already there. Recent drone flyovers in the Gigafactory Shanghai site show deep excavations connected to the Phase 1 building’s stamping area. Tesla has not revealed that the area is intended for, though speculations among the electric car community suggest that the location may host the company’s giant casting machine, which is designed to make vehicles easier to produce.
Elon Musk and Tesla have teased that the massive casting machine will be used for the Model Y, but the company may be looking to adopt such a technique for the Made-in-China Model 3 as well. And this is just the tip of the iceberg. Considering that it’s working with a blank canvas in Gigafactory Shanghai, Tesla can explore and develop automated vehicle production processes that would make the facility deserving of Musk’s Alien Dreadnought title.
Ultimately, it may not be too long before Tesla critics would have to swallow yet another bitter pill. Elon Musk’s Alien Dreadnought concept lives on, and while it may not be starting at the Fremont Factory as initially intended, there is very little that could stop the electric car maker from adopting the idea in facilities beyond Gigafactory Shanghai. Gigafactory Berlin will undoubtedly be incredibly automated as well, and there’s a good chance the Cybertruck Gigafactory will be too.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
SpaceX’s next Starship launch is about to attempt its biggest leap yet
