News
New Tesla Gigafactory projects revealed through latest building permits
Teslarati has learned that the total value of all building permits issued for the Tesla Gigafactory now stands at $386 million, or $63 million more than the last time Jack Cookson of BuildZoom checked in with the local building inspector’s office.
Perhaps the most surprising bit of information is that a permit was issued recently for a “temporary tent structure” for a “special event” costing $300,000 likely to be used for the Gigafactory Grand Opening party. We recently spotted the massive tent, the size of two NBA basketball courts, in newly captured aerial photos of the Gigafactory.
“Section F Expansion” assumed to be one of the two new additions at the battery plant claimed the largest single permit by dollar at $22 million. There was also a permit issued for “seismic anchoring” totaling $9.4 million. Presumably, seismic anchoring is part of the foundation work for Section F.
We have to keep reminding ourselves that the current building represents less than 15% of the total size of the Gigafactory when finished. All the exterior walls except the main wall in front are temporary, designed to be broken through as new sections are added.
We’ve provided all of the notable permits filed for the Tesla Gigafactory via BuildZoom.
- The total value of work since we last checked in has been 63 million dollars, bringing the total for the entire project to 386 million dollars.
- First, and perhaps most relevant to the opening, is on July 18th Tesla filed a permit for a “temporary tent structure” for a “special event”. While I can’t be sure, the $300,000 tent might be for the grand opening.
- The biggest single permit was a 22 million dollar permit for the “Section F Expansion”.
- The first permits related to Panasonic work were issued to Tesla on June 28th and July 13th. The two permits are for the installation of Panasonic tools. The two permits were both designated to section B/C and totaled 16.2 million dollars.
- There was also 14.4 million dollars worth of addenda to sections D/E.
- There was 9.4 million dollars in seismic anchoring issued in permits.
- There was 350,000 dollars across two permits for contractor lunch tents, perhaps related to the increase in construction workers they recently took on.
- There was also a parking expansion and while I don’t know what a “Nitrogen Yard” is there was a permit for one.
As Panasonic executive vice president Yoshihiko Yamada explained at the Tuesday news conference, his company is fully committed to its partnership with Tesla. Panasonic took out two building permits of its own recently, both covering the installation of its proprietary machines and tools in sections B and C. The two permits together total $16.2 million.
The local building inspector’s office also recorded permits totaling $14.4 million for additional work in Sections D and E and $9.4 million in other miscellaneous work recently. They include an expansion to the parking area. Tesla made sure there was parking for 2,000 cars in time for the grand opening this weekend.
The pace of construction at the Gigafactory is accelerating. Workers are now busy seven days a week, working two shifts a day. In order to accommodate their needs, Tesla has applied for permits for two contractor lunch tents worth a total of $350,000.
Finally, Jack Cookson reports a permit application for a “Nitrogen Yard.” Exactly what that is or what role it will play in the production process remains unclear.
Elon Musk
SpaceX Starship just nailed something it’s never done before
SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.
Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.
Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.
Starship as seen from Starlink satellites pic.twitter.com/e2hvfmnewh
— Elon Musk (@elonmusk) July 25, 2026
Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”
Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.
What an awesome launch, really seems like everything went super well and it was all incredibly smooth.
SpaceX is awesome. Very interested to see how the market will respond on Monday pic.twitter.com/KSHmyBfV55
— TESLARATI (@Teslarati) July 25, 2026
— TESLARATI (@Teslarati) July 25, 2026
The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.
SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.
News
Tesla’s Supercharger Diner probably just secured more locations
Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.
The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.
Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:
Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.
It’s our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.
Top 10 Superchargers by energy delivered: https://t.co/9YvJ8lw696 pic.twitter.com/koB3AUJHws
— Max (@MdeZegher) July 21, 2026
On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.
Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.
Tesla makes major change at Supercharger Diner amid epic demand
Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.
Investor's Corner
Tesla short sellers win big after shares fall after earnings
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
