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Tesla’s proven anti-pandemic safety plan has fallen on deaf ears amid an anti-Elon Musk narrative
One of the most remarkable things that one can witness is the birth and spread of a narrative. Narratives are powerful, as they are capable of affecting and perhaps even changing the perception of people on a particular person or topic. Such a narrative is forming in the Tesla-sphere today: one that completely ignores a company’s proven efforts to battle the coronavirus, and one that brands the electric car maker’s CEO as a de facto villain that cares not for his employees.
Amidst the ongoing issues surrounding the reopening of the Fremont factory, Tesla publicly shared a Return to Work Playbook that it will be using to protect and prevent its workers from contracting the coronavirus. The strategies outlined in the playbook are modeled after the company’s efforts in Gigafactory Shanghai, which successfully battled the virus when it was ravaging China. Tesla’s Shanghai plant was barely affected by the pandemic, and it is back in full operations today.
Alameda County officials have not given Tesla the green light to resume operations in the Fremont plant, a factor that has resulted in heated online discussions between Elon Musk, TSLA critics and supporters, and local government officials. County officials argue that Tesla is yet to meet certain guidelines that would allow its formal approval to reopen the Fremont factory, but no details about these criteria have been released thus far. This has resulted in a rather sticky situation. The county says Tesla is not fulfilling safety guidelines, but it would not specify which.
Strangely enough, Alameda County has also not discussed which parts of Tesla’s Return to Work Playbook are inadequate. A look at the playbook shows several intensive safety protocols that the company will be adopting to prevent the spread of the virus. But even the existence of the playbook itself, and more importantly, its contents, do not seem to be acknowledged by representatives of Alameda County when they speak against the electric car maker’s intentions to reopen the Fremont plant.
CEO Elon Musk has ordered Tesla’s Fremont factory to reopen despite opposition from Alameda County officials. Musk even noted that if anyone were to be arrested due to the factory’s reopening, it should only be him. Such a move has triggered a wave of negative coverage on the CEO, with some articles claiming that Musk is “asking” to be arrested, or “daring” law enforcement to apprehend him. A narrative has also formed suggesting that Tesla and Musk are “forcing” Fremont’s employees to build cars without any regard for public safety. A report from The Washington Post even quoted a Fremont factory worker who reportedly stated that “we are extremely frustrated, angry, scared, that Elon is putting his cars before his workers.”
Such a narrative is compelling, of course, and it makes for a good story. Every tale needs a villain, and Musk, with his outspoken, controversial remarks about the ongoing lockdown, is the perfect target. What is missing from this narrative is the fact that Musk himself has been quoted time and time again, in both spoken and written form, that workers at the plant are not forced to come to work at all. “I’d like to be super clear that if you feel the slightest bit ill or even uncomfortable, please do not feel obligated to come to work. I will personally be at work, but that’s just me. Totally ok if you want to stay home for any reason,” Musk wrote back in March.
A look at the social media feeds from Fremont factory workers paint a much less controversial picture amidst the facility’s reopening as well. Inasmuch as mainstream reports today are running with a narrative that suggests Tesla is forcing employees to catch the virus or perish for the sake of Musk’s pockets, such sentiments do not seem universal for the company’s workforce. Some workers at the factory have noted that they appreciate that work is being resumed, and that the company is indeed following through with its stringent anti-pandemic strategies.
But such a scenario does not paint a narrative that is as compelling as a Machiavellian CEO forcing thousands of employees to perish for his personal profits. If Tesla is simply using a playbook that is tried and tested in Shanghai, and if workers are actually appreciative of the factory’s reopening, the anti-Elon Musk narrative gets lost. If there are no evil CEOs and mass numbers of employees being abused, Tesla’s Fremont facility becomes just a regular car production facility that is reopening its doors after a shutdown: one that is no different than car factories that are already open or are poised to reopen in the coming days.
Unfortunately, the draw of Musk and Tesla and their surrounding narratives are simply too tempting to ignore.
Tesla Return to Work Playbook by Simon Alvarez on Scribd
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.
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.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
