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[Photos] Preparations for Tesla’s Gigafactory event are well underway

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Tesla Gigafactory event prepartions seen in aerial photo
New event tent, 2,000 parking spaces, and a possible test track are seen from an aerial photo of Tesla Gigafactory 1

New aerial photos obtained by Teslarati show party preparations for Tesla’s upcoming July 29 Gigafactory event are well underway. Photos of Tesla’s $5 billion high-tech battery plant located 20 miles east of Reno, Nevada reveal that the electric automaker turned energy company has perched a large white tent off the main road, rightfully named Electric Avenue, that leads into the Gigafactory.

Several tractor trailers are seen surrounding the tent with a pair of trailers positioned in a way that would suggest cargo was being unloaded into the tent. Taking into account that commercial tractor trailers are generally 53 feet in length, we approximate the tent to be about 210 feet in length and 105 feet wide, or twice the size of a professional NBA basketball court.

 

Also seen in the photos taken on Sunday, July 24 by local flight instructor Josh Mcdonald are roughly 2,000 newly painted parking spaces located directly west of Tesla’s Gigafactory 1. Tesla will be providing valet parking for those driving to Gigafactory 1 via Electric Avenue, but will also have shuttle service departing from downtown Reno to the battery plant. Though Tesla has not disclosed the planned attendance figure for the highly anticipated event, we know CEO Elon Musk isn’t one to shy away from throwing a good party. Both the Tesla ‘D event’ and the Model X unveiling each drew between 4,000 – 6,000 in attendance.

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Tesla will also be providing factory tours of Gigafactory 1 as well as “test rides” according to event details outlined on the company’s official invitation to the July 29 party. There’s been speculation that Tesla will be providing event attendees rides in the final version of the Model 3 which completed design late last month.

We know that Musk has said in the past that Tesla will “do the obvious thing” regarding Autopilot on the Model 3. Contrary to Tesla’s current semi-autonomous driving feature which has seen its share of negative press after the first fatality occurred behind the wheel of a Model S on Autopilot, many believe that the obvious thing in this case is a fully autonomous vehicle capable of driving on its own with no human intervention.

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Looking at a close up of the area near the white tent, we can see a section leading to a paved road that runs alongside the expansive parking lot, and around the outer perimeter of the factory lot. Zooming into the photo even more and you can see the paved road is painted with very clear lane markings, perhaps to ensure that Autopilot 2.0 sensors have all of the cues needed for a successful demo. What we’re seeing here might in fact be a test track where rides will take place.

Tesla Gigafactory test track

Test rides might be originating from near the white tent and on the paved road surrounding the outer perimeter of the Gigafactory 1 lot.

Musk’s vision for the future includes the use of Tesla’s battery plant as the supplier of li-ion cells for its upcoming fleet of Tesla trucks, semis and home and commercial energy solutions.

Tesla broke ground on its first Gigafactory in June 2014 and is expected to produce 105 gigawatt hours of battery cells when it reaches full production in 2020, and becomes the world’s largest producer and consumer of li-ion battery cells.

The four completed sections of the Gigafactory to date represents only 15% of the overall total size when completed. Josh Mcdonald of Nevada Tailwheel tells us, “Tesla has begun construction on the next phase of the Gigafactory as seen from the newly graded sections with concrete and steel pylons forming the base of the foundation directly to the north and south of the factory”.

We’ve outlined in red a few key areas of the Gigafactory seen from the aerial photo. Among the areas outlined are new sections north and south of the existing building, a helicopter landing zone and the security guard shack on Electric Avenue.

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Gene has been obsessed with cars since before he could legally sit in the front seat. Writer, researcher, unofficial CS support, accountant, native suit guy when needed, and overall stick poker. He approaches every story the way he approaches a road trip: with too much enthusiasm, not enough planning, and a surprisingly good outcome. gene@teslarati.com

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Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont

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Credit: Tesla

Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.

The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.

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The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”

Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.

The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.

Elon Musk outlines Tesla Optimus production expectations

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This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.

Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.

Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.

Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.

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As one era closes at Fremont, another is rapidly taking shape.

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Elon Musk admits he was ‘clearly wrong’ about Anthropic

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Ministério Das Comunicações, CC BY 2.0 , via Wikimedia Commons

Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.

In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.

Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.

The tone shifted dramatically from dismissal to acknowledgement of superior performance.

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The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.

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SpaceXAI signs agreement with Anthropic for massive AI supercomputer access

Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”

To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.

Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.

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Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.

These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.

Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.

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Tesla analyst says Full Self-Driving is about to have its iPhone moment

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Credit: Tesla

A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.

Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.

Suddenly, that price tag was justified.

Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:

“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.

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A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.

A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.

As a tool that gets you to work peacefully every morning, it is not expensive.”

This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.

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This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.

Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”

It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.

To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.

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