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Highlights from Tesla’s Gigafactory Media Event

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Tesla kicked off its Gigafactory Tour on Tuesday, July 26 with a media event. We’re providing the best curated Tweets from today’s event followed by a live Tweet from the official Gigafactory Grand Opening party scheduled for this Fiday, July 29.

Follow us on Twitter and join us Live from the Tesla Gigafactory!

July 25: Tesla Gigafactory Media Event (Pacific Time):

  • 12:00-12:30 PM: Arrival at the Gigafactory and intro
  • 12:30- 2:30 PM: Exterior and Interior tours
  • 3:00-4:00 PM: Remarks and Q&A with Elon Musk and JB Straubel
  • 4:15/30 PM: Shuttle departs Gigafactory

 

We’ll provide an update in a follow up post with results from the Q&A

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Elon Musk and JB Straubel take the stage for Q&A

Alongside Elon and JB is an executive from Panasonic.

Q&A with Elon Musk & JB Straubel coming up

Tesla Gigafactory robots in action

https://twitter.com/danielsparks/status/758058708895092736

https://twitter.com/danielsparks/status/758058583426682880

Top 6 tidbits about Tesla’s Gigafactory revealed through building permits

Tesla continues its expansion on the Gigafactory as seen at outer areas of the main plant where steel construction beams are being put into place.

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Tesla describes their relationship with Panasonic

Media was chaperoned to a no-photography-allowed section within the plant that housed proprietary equipment from Panasonic.

https://twitter.com/ByBenSpillman/status/758048060077289472

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https://twitter.com/ByBenSpillman/status/758061212345085952

Tesla is already assembling Powerwall units

Area within the Gigafactory where battery cells will be produced

https://twitter.com/danielsparks/status/758044716273315841

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Water treatment facility located on the east side behind the main entrance to the Gigafactory

https://twitter.com/ByBenSpillman/status/758038584393732096

The Gigafactory looks small by comparison to its expansive surroundings

https://twitter.com/danielsparks/status/758036769904263168

Tesla’s Gigafactory occupies a relatively small footprint within the overall 3200 acres of land purchased

 

Miniature models of the Gigafactory office space and production floor

https://twitter.com/danielsparks/status/758039972121186304

A model of the Gigafactory is seen in the lobby showing robots in action on the production floor.

A “you are here” label reveals that the current size of the Gigafactory is only 14% of what it will ultimately be.

https://twitter.com/ByBenSpillman/status/758021392272986112

Entrance to the Gigafactory

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Tesla giving test drives in a Model S P90D before taking groups to tour the interior of the Gigafactory

Greeted by a beautiful Tesla Model 3 at the entrance of the Gigafactory

https://twitter.com/danielsparks/status/758020744747941888

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Media making a pitstop at the security gate on Electric Avenue before heading into the Gigafactory

https://twitter.com/danielsparks/status/758015650560249856

New aerial photos of the Gigafactory taken on Sunday, July 24 shows a security guard shack located on the main road leading into the property.

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Elon Musk

Tesla Phone? Not quite, but close: analyst

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elon musk phone
Photo: Boss Hunting.com.au

For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.

Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.

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It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.

Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.

The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.

Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.

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The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.

SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.

There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.

The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.

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Tesla reveals huge Cybercab detail in new guide for First Responders

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Credit: Tesla

Tesla revealed a major new Cybercab detail in a guide it released for First Responders, showing new territory in its beliefs and intentions for the ride-hailing-focused vehicle that entered production in April.

The First Responders Guide is released to give fire departments, paramedics, and other emergency personnel the proper guidance on what to do in the event of an accident, entrapment, or other situation that would require immediate attention.

On one of the pages of the First Responders Guide, Tesla revealed a stark detail about the Cybercab, which could help personnel enter the vehicle more easily in case of an emergency.

Tesla Cybercab has one important piece that AI4 cars might need for FSD

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It shows Tesla has no intention of releasing any Cybercab units that were initially proposed for ride-hailing services for the general public with any manual controls, meaning a steering wheel or pedals:

“A Cybercab equipped with steering wheel, brake pedal, and an acceleration pedal is typically an engineering or test vehicle, and operates at SAE Level 2 autonomy. Cybercab is not typically equipped with a steering wheel or acceleration and brake pedals.”

This is a major development for those who continue to believe Tesla planned to release the Cybercab with any sort of manual controls so that passengers could take over if needed. However, when Tesla started manufacturing production versions of the Cybercab in Giga Texas earlier this year, they were spotted without a steering wheel or pedals.

It essentially confirms the company has no intentions of bringing manual controls to the car’s production versions. Some have argued that the likelihood of Tesla having something

There still are some Cybercab units out there with a steering wheel and pedals, and as Tesla said, these cars are engineering or test vehicles, which have Safety Monitors on board to help the car out of a precarious situation or emergency.

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Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features

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(Credit: Megan Gale/Twitter)

Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.

Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.

Here are the full release notes for the suite:

  • Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
  • Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
  • Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
  • Introduced parking, unparking, and reversing capabilities.
  • Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
  • Speed Profiles are now available at all times, to further customize driving style preference.

These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.

Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

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He added:

“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”

Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.

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