News
Tesla is considering a significant expansion of its Fremont Factory
Tesla’s Fremont Factory could have its production capacity increased, according to CEO Elon Musk. Tesla is “considering expanding [Fremont] significantly,” Musk said in a Tweet last night.
Following Musk’s heavily publicized jab at President Joe Biden on Tuesday night for not mentioning Tesla in the State of the Union Speech with the likes of Ford and GM, who received Biden’s praise for electric vehicle projects resulting in employment opportunities. While Biden commended Ford for $11 billion invested and 11,000 new jobs and GM for $7 billion and 4,000 new employment opportunities in Michigan, Musk hit back with a valid point.
“Tesla has created over 50,000 US jobs building electric vehicles & is investing more than double GM + Ford combined,” he said, alerting “the person running this account” to give Tesla more credit.
While Biden finally gave Tesla its praise last month, more public figures are called for the President to give the automaker credit. Former Kiss bassist and co-lead singer Gene Simmons said, “Actually, @elonmusk makes a solid point to Pres @JoeBiden. The President doesn’t mention Tesla, perhaps because Tesla is non-union and moved to Texas, a “right to work” state. Give Elon Musk/Tesla its due. They are game changers and should be heralded.”
Musk clarified Simmons’ comment, stating that Tesla still operates its Fremont facility in Northern California. Tesla did move its headquarters from Palo Alto to Austin, Texas, late last year. In California, Tesla produces all four of its current vehicles, and the plant has been responsible for handling all demand in North America for several years. The Model S and Model X are also shipped from this plant globally, as Gigafactory Shanghai in China, Tesla’s other active manufacturing plant only produces builds of the Model 3 and Model Y.
Actually, we still operate our California factory, which is the largest auto plant in North America, at full capacity and are considering expanding it significantly.
It has built 2/3 of all electric vehicles in North America, twice as much as all other carmakers combined.
— Elon Musk (@elonmusk) March 3, 2022
Musk said that Tesla is considering an expansion of the Fremont Facility, which has 5.3 million square feet of manufacturing and office space already. However, Fremont is responsible for such a substantial piece of Tesla’s manufacturing footprint, that the automaker may need to expand operations at the plant to keep up with demand. While the Texas factory is set to begin deliveries soon and Gigafactory Berlin is rumored to be receiving final approval tomorrow, production at both factories could begin before the end of the quarter. Gigafactory Shanghai is also expected to have its capacity doubled, adding to Tesla’s considerable additions to its manufacturing output
Tesla says its current production output for Fremont is 600,000 vehicles annually: 500,000 Model 3 and Model Y with 100,000 Model S and Model X.
Nevertheless, Tesla will still need more facilities and more manufacturing space. In Fremont over the past several years, Tesla has expanded production lines and made some temporary manufacturing spaces permanent. Tesla’s Sprung Structure, which contained General Assembly line 4.5, was made permanent last Summer, according to filings found by Teslarati.
“This is the final straw,” or is it?
In May 2020, Musk stated that Tesla will move its Headquarters to Texas and its future programs to Texas and Nevada immediately. Unhappy with the treatment at the time, Tesla was working to reopen the factory when the COVID-19 pandemic was affecting businesses nationwide. Musk stated a potential lawsuit against Alameda County would be filed if Tesla’s Northern California facility was not allowed to reopen. Musk said Tesla would move its operations. “If we even retain Fremont manufacturing activity at all,” Musk said, “it will be dependent on how Tesla is treated in the future. Tesla is the last carmaker left in CA.”
Frankly, this is the final straw. Tesla will now move its HQ and future programs to Texas/Nevada immediately. If we even retain Fremont manufacturing activity at all, it will be dependen on how Tesla is treated in the future. Tesla is the last carmaker left in CA.
— Elon Musk (@elonmusk) May 9, 2020
Several months later, Musk said that Tesla’s headquarters would remain in California “for the short term.” About fifteen months later, Tesla moved its HQ to Austin.
Evidently, Musk plans to keep Fremont in Tesla’s manufacturing plans and may expand the factory altogether. Interestingly, although Fremont has been a ramped factory for several years and produces all four vehicle models, it contributed less to Tesla’s 2021 delivery figures. Gigafactory Shanghai was responsible for 51.7 percent of all deliveries for Tesla last year, outpacing the Fremont factory.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
News
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
Starlink passes 9 million active customers just weeks after hitting 8 million
