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GM freezes BrightDrop production in Canada, eyes 2026 van refresh

General Motors (GM) has paused production of its BrightDrop electric delivery vans at its CAMI Assembly plant in Ingersoll, Ontario, citing softer-than-expected demand. The halt temporarily lays off 1,200 workers and is set to last until October 2025.
General Motors attributes the pause to a need to adjust its BrightDrop inventory and make production meet slower-than-expected demand rather than Trump’s tariffs. The CAMI plant, dedicated to BrightDrop vans, has seen sluggish sales, with CBC News reporting that only 1,956 of GM’s electric vans have been sold across Canada and the U.S. The GM BrightDrop’s high inventory levels further prompted the automaker to scale back operations.
When GM’s BrightDrop plant reopens in fall 2025, it will operate on a single shift, resulting in 500 permanent job cuts. During the downtime, GM plans to retool the facility for the 2026 BrightDrop van, signaling a strategic pivot to optimize future output. Despite the pause, GM emphasized its long-term commitment to the BrightDrop brand and the CAMI plant.
The move underscores broader challenges in the commercial electric vehicle (EV) market, where adoption has lagged behind projections. Unlike passenger EVs, delivery vans face unique hurdles, including infrastructure limitations and cost concerns for fleet operators. GM’s decision mirrors industry trends, as other automakers adjust production to match market realities.
Regardless of the temporary production halt, GM remains focused on scaling BrightDrop. The scaled-down restart in 2025 aims to better align with demand while maintaining quality.
Analysts see GM’s pause as a pragmatic response to an oversupplied market. BrightDrop launched with high expectations and competes in a niche segment where rivals like Ford’s E-Transit also face headwinds. GM’s ability to adapt its production strategy could position BrightDrop for a stronger rebound when demand stabilizes.
The layoffs and production freeze mark a cautious step for GM, balancing short-term challenges with long-term EV ambitions. As the industry navigates a bumpy transition to electrification, GM’s moves at its CAMI factory reflect the delicate dance of scaling innovation amid market uncertainty.
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Tesla’s Hollywood Diner is finally getting close to opening
Tesla’s construction of the Southern California diner, drive-in, and Supercharger hasn’t exactly been quick, but it appears to be getting close to opening.

Tesla looks to be getting closer to opening its highly anticipated diner, drive-in movie theater, and Supercharger location in Southern California, after the company began construction on the project in the latter part of 2023.
On Sunday, X user BLKMDL3 stopped by the Hollywood Tesla Diner location and shared photos of the site, noting that Superchargers are now lit up, parking lots are fully paved, and construction generally appears to be nearing completion. The news comes after Tesla has been building out the site for around 18 months, which many have pointed out is longer than some of the company’s latest production facilities have taken.
Tesla has yet to disclose when it plans to open the Supercharger location, though it appears to be getting closer than ever, at least as far as construction is concerned. The company also included some code related to integration with the diner in its latest version of the Tesla mobile app in January, along with posting its first job listings for the site in August.
You can see the latest progress on the Tesla Diner below, courtesy of X user BLKMDL3.

Credit: BLKMDL3 | X

Credit: BLKMDL3 | X

Credit: BLKMDL3 | X
Looks like the Tesla diner is about to open. This thing took forever to build, but it seems like it's finally happening! ⚡️🔋🚗
Who's gonna drop by here for a quick (or not so quick) charge and bite?🍽️ https://t.co/r1e6mTrlEF
— TESLARATI (@Teslarati) April 21, 2025
READ MORE ON TESLA SUPERCHARGERS: Tesla is building a new UFO-inspired Supercharger in the heart of Alien country
The user also notes that the adjacent parking lot is being built out to include additional Supercharger stalls, with the actual lots for the diner including around 28 to 32 stalls total, consistent with permits for the project. Next door, the user says the company is building roughly an additional 50 or so stalls, though these aren’t likely to be open when the diner initially opens.
The site is located at 7001 West Santa Monica Boulevard, and according to Elon Musk’s original concepts for the Supercharger discussed on what was then Twitter in 2018, the unique charger is set to include a 1950s-style diner with rock and roll and waiters on roller skates, in addition to drive-in theater screens playing scenes from the best movies in history.
Tesla gained a series of construction permits for the project throughout 2023, before officially beginning construction in September 2023. You can see photos from the site below, taken just weeks after groundbreaking, as well as in January and April of last year.
Tesla’s LA Diner and Supercharger in November 2023

Credit: Ed Howard | X
Tesla’s LA Diner and Supercharger in January 2024

Credit: Fox 11 Los Angeles

Credit: ShorealoneFilms | X
Tesla’s LA Diner and Supercharger in April 2024

Credit: 247Tesla | YouTube

Credit: 247Tesla | YouTube
Tesla exec highlights advantages of prefabricated Superchargers
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Tesla building apparent Cybercab castings ahead of launch
Tesla has been producing what look like some Cybercab castings at Giga Texas, as spotted this week ahead of the vehicle’s upcoming launch.

Tesla’s Gigafactory in Texas is building what appear to be castings for the upcoming Cybercab, ahead of the vehicle’s launch and the highly anticipated debut of Unsupervised Full Self-Driving (FSD).
On Monday, Tesla Giga Texas site observer Joe Tegtmeyer shared photos on X of some unique castings out beside the factory. Notably, Tegtmeyer points out that the castings are quite different from those of the Model Y and Cybertruck, which are currently the only two vehicles being produced at the Austin, Texas plant—at least publicly.
Some viewers noted that the castings appear to have a similar shape to the Cybercab, along with being one single casting, compared to the two-piece Giga casts the factory produces for the Model Y and Cybertruck. The shape appears to be consistent with Tesla’s unboxed production process, which is expected to build single-piece castings and will be used for the upcoming Cybercab.
You can see Tegtmeyer’s photos of the castings below, in comparison with the Cybercab body and castings for the Model Y and Cybertruck.
Giga Texas castings April 21, 2025, compared to Cybercab

Credit: Joe Tegtmeyer | X

Credit: Joe Tegtmeyer | X
Giga Texas Model Y rear casting

Credit: Joe Tegtmeyer | X
Giga Texas Cybertruck castings

Credit: Joe Tegtmeyer | X
🎥: Our FULL first ride in the @Tesla Cybercab pic.twitter.com/6gR7OgKRCz
— TESLARATI (@Teslarati) October 11, 2024
READ MORE ON TESLA’S GIGA TEXAS: Tesla Cybercab no longer using chase vehicles in Giga Texas
In March, Tesla Vice President of Vehicle Engineering Lars Moravy confirmed in an interview with manufacturing expert Sandy Munro that Cybercab production would be starting prototype builds this summer, while the automaker is aiming to ramp for volume production in 2026.
While it isn’t summer yet, executives also confirmed in January that Cybercab production lines were already being prepared at Giga Texas, so it’s not unlikely that these castings are some of the upcoming vehicle’s first prototype builds.
The unboxed production process is also expected to revolutionize the automotive manufacturing industry, with CEO Elon Musk emphasizing how different the production line looks compared to its past vehicles during the Q1 2025 All-Hands meeting. Instead, Musk says the production line appears more like a high-speed consumer electronics line, and it’s expected to push Cybercab builds out in less than five seconds.
In a post on X earlier this month, Musk also reiterated that the Cybercab production line and the factory in general are essentially the products on their own, rather than just the cars themselves.
“The Tesla factory, especially our next gen Cybercab line, is the product,” Musk said. “That, autonomy and Optimus, are what matter.”
Tesla is also aiming to launch its first commercial robotaxi services around Austin, Texas this summer, along with launching its first iterations of Full Self-Driving (FSD) Unsupervised. The company is also holding its Q1 earnings call on Tuesday, during which executives are expected to address questions about the Cybercab and the upcoming commercial robotaxi service.
Tesla’s Giga Texas vehicles now drive themselves to outbound lot
Elon Musk
Tesla sits at a ‘crossroads,’ Wedbush says by listing six negatives
Wedbush is still bullish on Tesla, but says Elon Musk needs to make a choice between DOGE and the car company.

According to Wedbush, Tesla is sitting at a “crossroads” as it nears its Q1 2025 Earnings Call on Tuesday.
Although the company’s Earnings Calls have been primarily focused on the financials and accomplishments of the past quarter, Tesla is approaching this one differently.
Tesla has even said that this Earnings Call will feature a “company update,” and as most believe it will detail plans for future models and production timelines, others have different expectations and beliefs over what could be said.
Tesla still on track to release more affordable models in 1H25
Wedbush’s Dan Ives believes Tesla is at a crossroads and outlined his six biggest concerns for the company since CEO Elon Musk took on a role within the White House at the Department of Government Efficiency (DOGE):
- Tesla has now unfortunately become a political symbol globally of the Trump Administration/DOGE
- Tesla’s stock has been crushed since Trump stepped back into the White House
- Brand damage to Musk/Tesla resulted in a terrible 1Q delivery number, with much lower 2025 deliveries on the horizon
- Protests and violence against Tesla dealerships/owners have erupted around the globe
- 25% auto tariffs have been enacted, delaying future lower-cost models for Tesla, even though Musk is vocally against the tariffs for obvious reasons
- Potentially 15%-20% permanent demand destruction for future Tesla buyers due to the brand damage Musk has created with DOGE
Ives has held onto the idea that Musk’s involvement has made Tesla synonymous with the Trump administration, but that only seems to be true for those who share ideologies that oppose what the White House is doing.
Others are able to differentiate between the two, noting that Tesla is not a Trump organization, and vice versa.
Of course, there are negative sides to Musk splitting his time between the two and having ties to the President. Politically, it is hard to appease everyone.
Despite this, Wedbush’s Ives said the firm still remains bullish on Tesla:
“So why stay bullish? It’s a great question. We believe Tesla along with Nvidia are two of the most disruptive technology companies on the globe over the coming years. The unparalleled innovation, engineering scale, autonomous roadmap, and robotics future will unleash massive valuation upside over the coming years in our view. BUT….Musk needs to leave the government, take a major step back on DOGE, and get back to being CEO of Tesla full-time. Tesla is Musk and Musk is Tesla….and anyone that thinks the brand damage Musk has inflicted is not a real thing….spend some time speaking to car buyers in the US, Europe, and Asia…you will think differently after those discussions.”
Ives said that Musk needs to lay out the timing and rollout plans for the unsupervised Full Self-Driving and for the affordable vehicle platform, which was set for release in the first half of the year.
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