News
Grünheide Mayor shares update on Tesla Giga Berlin’s proposed expansion plan
Grünheide Mayor Arne Christiani has written a letter outlining an updated proposal for Tesla Giga Berlin’s planned expansion. The new proposal would involve Tesla cutting significantly fewer trees than initially intended, among other things. The proposal comes after the residents of Grünheide voted to deny Tesla’s request to clear out another 100 hectares of monoculture forest from the area.
Giga Berlin’s forest clearing activities have attracted criticism since the facility’s earliest days. More recently, anti-Tesla protesters have even gone so far as to build treehouses to show their defiance of the EV maker’s tree-clearing plans. What has been lost over the years, however, is the fact that the trees in the Giga Berlin complex are not a natural forest. Instead, it is a tree farm that’s originally intended to be used for cardboard, as noted by Elon Musk back in 2020.
Giga Berlin / GF4 will absolutely be designed with sustainability and the environment in mind— Elon Musk (@elonmusk) January 25, 2020
Despite this, Tesla’s tree-clearing activities have remained controversial. This came to a head recently when Grünheide residents were asked to vote for or against Giga Berlin’s planned expansion, which would, unsurprisingly, involve more of the monoculture forest being cut down. Ultimately, residents decided to vote against the EV maker’s plans. But in his letter, Grünheide Mayor Christiani noted that Tesla could adjust its plans so that less of the tree farm would be cut down.
Following is a translated version of the Grünheide Mayor’s letter.
After the vote of the citizens of #Grünheide against clearing another 100 ha at #GigaBerlin, a new sketch for an adjusted development plan has been published.
This would make all planned infrastructure projects possible, while saving 70 ha of forest.https://t.co/ID3FDn5z0n pic.twitter.com/0A7g611MsI— Tobias Lindh (@tobilindh) March 14, 2024
Dear residents,
Dear municipal representatives,
First of all, I would like to thank you all for the high level of participation in the residents’ survey.
The result of the residents’ survey on the submitted B-Plan No. 60 was clear to us, and we respect the opinions expressed.
Why is B-Plan No. 60 so important?
In my view, B-Plan No. 60 is urgently needed, as otherwise, the necessary transport infrastructure projects cannot be implemented in the foreseeable future, which would have considerable negative consequences for our community and the environment.
What has been adapted?
1. Preservation of 70.3 ha of Forest
The primary planning objective is to preserve as much of the forest as possible on the area covered by development Plan No. 60. To this end, around 47 ha, which was originally planned as industrial land, is now designated as forest land. In addition to further forest areas, which are secured by a planting commitment, a total of around 70.3 ha of forest will now be preserved. The adjusted planning is thus intended to take account of your wishes and ensure that the forest is preserved as far as possible under planning law.
2. State Roads and Goods Station
The existing traffic infrastructure cannot cope with the foreseeable volume of traffic. The other primary planning objectives are the creation of a planning law for the adapted and optimized planning of the state roads L 386 (as a relief for the existing L 38) and L 23, as well as for the possible realization of a company-owned goods station. This freight depot is the necessary prerequisite for the fact that significant volumes of traffic can be handled by rail, which will considerably reduce the volume of traffic on the roads in our districts.
Contrary to the frequent assertion that the construction of a freight station would also be possible on the existing site of the electric car manufacturer, it must be said that this is not possible due to the relocation of a Deutsche Bahn switch to the east and therefore due to technical railroad requirements. This also requires an adjustment to the planning for the L 386 already established in B-Plan No. 13, 1st amendment.
The original intention of the planning to significantly expand the operational area for the Gigafactory is now reduced to a small extent and only made possible to the extent that the connection of the factory premises to the L 386 can take place.
Another frequently voiced assertion that the establishment of development Plan no. 60 was intended to create a prerequisite for increasing production capacities must also be rejected! This was never the aim of the planning! It was merely a matter of creating additional storage and logistics space as well as the possibility of accommodating employee-related facilities. The latter facilities have now been completely omitted. Areas for storage and logistics will be significantly reduced in size.
The public and authorities will be consulted again on the amended draft of B-Plan No. 60 from 21.03.2024 to 04.04.2024 in accordance with Section 4a (3) BauGB.
For you and our municipality of Grünheide (Mark).
Arne Christiani
Mayor
Below are the updated plans for Tesla Giga Berlin’s proposed expansion.
Entwurf BPlan Gemeinde Gr Nheide Mark by Simon Alvarez on Scribd
Mayor Christiani’s letter can be viewed below.
Erkl Rung B Plan Gem.gr Nheide Mark by Simon Alvarez on Scribd
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Investor's Corner
SpaceX gets initial stock coverage from Tesla’s biggest bull
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.