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EXCLUSIVE: Tesla Cybertruck battery packs to be built at Fremont Factory

Tesla CEO Elon Musk unveils futuristic Cybertruck in Los Angeles, Nov. 21, 2019 (Photo: Teslarati)

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Tesla plans to start building battery packs for the upcoming Cybertruck on a new cell manufacturing line in the Fremont factory, people with knowledge of the project told Teslarati.

In August, we reported that Tesla had filed to build a new battery manufacturing equipment line on the second floor of the Fremont factory. This filing, which was submitted to the City of Fremont on August 30, relates to the module portion of the line, Tesla said.

Tesla described the project as “CTA Battery B-Build,” the filing shows.

tesla filing

Credit: City of Fremont

Tesla is ultimately planning to build the Cybertruck in Austin at Gigafactory Texas. However, battery cells and cell pack manufacturing are not yet ready to take off at the new Tesla plant, which is located just outside Austin. Tesla applied to build a battery and cathode manufacturing building at Gigafactory Texas earlier this year, and while the project has been started, it likely will not be ready for the Cybertruck’s projected launch in mid-2023.

With an extensive order log that features over 1 million total reservations, Tesla is preparing for Cybertruck manufacturing by building the battery packs at a plant that is already operational. The Fremont facility, the only Tesla plant manufacturing all four vehicles the company builds, was ultimately chosen for the task of kicking off Cybertruck pack manufacturing, Teslarati confirmed with sources familiar with the matter.

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Cybertruck Battery Pack Manufacturing will start in Fremont

Sources familiar with the matter told Teslarati the second-floor manufacturing line that Tesla filed to build in August will manufacture the Cybertruck packs. Tesla will take the 4680 battery cells produced at the Kato Road facility or another previously utilized cell design manufactured at Gigafactory Nevada and put them into modules and packs that are manufactured on the new Fremont battery line.

Currently, the line is being completed by construction crews on site, who are making daily progress. Additionally, Tesla engineers are installing automation equipment to produce the Cybertruck battery packs.

Tesla did not immediately respond to our request for comment.

Kicking Cybertruck Module Production into “Plaid Mode”

Tesla is also working hard to kick off Cybertruck pack production as time is extremely limited. Tesla has a series of vehicles, referred to as “carriers,” which transport batteries throughout the factory. The company recently ordered around 300 new carriers for the factory as cell and battery pack manufacturing is set to ramp drastically.

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The sources also said the Cybertruck battery pack line is currently being tested with Tesla’s automation equipment. Tesla is working to ramp the line quickly as Cybertruck vehicle manufacturing is planned for next year at Gigafactory Texas.

2023: The Year of the Tesla Cybertruck?

Tesla is set to build the Cybertruck at Gigafactory Texas. After unveiling the all-electric pickup in 2019, Tesla has delayed initial production on several occasions due to supply chain issues and other challenges.

“In 2022, supply chain will continue to be the fundamental limiter of output across all factories,” Musk said during Tesla’s Q4 and 2021 Full Year Earnings Call in January. So the chip shortage, while better than last year, is still an issue. And, yeah, so that’s — there are multiple supply chain challenges.”

Musk went on to say that the challenges would delay the launch of any new products in 2022. “We will, however, do a lot of engineering and tooling, what not to create those vehicles: Cybertruck, Semi, Roadster, Optimus, and be ready to bring those to production hopefully next year. That is most likely.”

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Although Tesla is planning to begin deliveries of the Semi on December 1, all other projects have been effectively delayed until next year, but preparation to launch those projects is evidently a priority within the factories.

4680 cells are not constrained but are they going into the Cybertruck?

Tesla’s Vice President of Powertrain Drew Baglino detailed earlier this year that the company was not constrained in terms of 4680 battery cell availability.

“So throughout 2021, we focused on growing cell supply alongside our in-house 4680 effort to provide us flexibility and insurance as we attempt to grow as fast as possible,” Baglino said on the Q4 and Full Year 2021 Earnings Call in January. “4680 cells are not a constraint to our 2022 volume plans based on the information we have.”

What Baglino said next on the call likely indicates what Tesla was preparing the Cybertruck for: pack manufacturing at Fremont, shipping the packs to Texas, and then installing them into vehicles:

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“But we are making meaningful progress of the ramp curve in Kato. We’re building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter.”

The Kato Road facility has supported Tesla’s 4680 cell needs thus far. The 4680 packs were installed on some Gigafactory Texas-built Model Ys, and were reviewed by Munro Live earlier this year. Fremont will likely support Cybertruck pack manufacturing for some time, utilizing cells from Kato Road and from suppliers like Panasonic when they ultimately being manufacturing the battery for Tesla.

As Cybertruck manufacturing ramps up into late 2023, 2024, and beyond, packs will then be at Fremont and Gigafactory Texas, which would likely entirely support Cybertruck production.

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.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla CEO Elon Musk says next FSD release is the one we’ve been waiting for

On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.

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Credit: Tesla

Tesla CEO Elon Musk teased the capabilities of a future Full Self-Driving release, but it seems like we are getting what Yogi Berra once called “Déjà vu all over again.”

On Thursday, Musk teased the capabilities and next steps for Tesla’s Full Self-Driving software, focusing squarely on the incremental improvements of the current v14.3 suite, as well as the looming arrival of v15.

He confirmed that upcoming point releases of v14.3 will deliver additional polish to the current build, smoothing out remaining edges in an already capable system. These iterative updates, Musk noted, are designed to refine performance without requiring a full version overhaul.

Tesla Full Self-Driving v14.3: First Impressions

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Yet the real headline was Musk’s forecast for v15.

“V15 will far exceed human levels of safety, even in completely unsupervised and complex situations,” he wrote.

He clarified that v15 will be powered by Tesla’s long-awaited large model, an AI architecture with roughly 10x the parameters of the smaller model currently in widespread use. The leap, Musk explained, stems from the unusually rapid progress of the compact model, which has advanced so quickly that the larger counterpart has yet to catch up in real-world deployment.

However, it is becoming a pattern that is, by now, familiar to anyone following Tesla’s autonomous driving roadmap.

Musk has consistently and repeatedly framed each successive major release as the one poised to deliver game-changing autonomy. Earlier versions were similarly positioned as a movement toward the final piece of the puzzle, only for attention to pivot to the next milestone once they arrived.

The refrain has become a recurring feature of FSD communication: current software is impressive, the point releases will sharpen it further, but the true breakthrough lies one major iteration ahead.

Musk’s latest comments fit squarely into that cadence. While v14.3 point releases are expected to tighten supervised driving behaviors in the coming weeks, v15 is cast as the version that finally crosses the threshold into unsupervised operation at human-or-better safety levels across demanding scenarios.

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The 10x parameter scale of the underlying large model is presented as the key technical enabler, promising richer reasoning and more robust decision-making than anything deployed to date.

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Whether v15 ultimately fulfills that promise remains to be seen. Tesla’s history shows that each new target generates fresh excitement—and occasional skepticism—about timelines.

Fans realize Musk’s timelines for FSD are exciting, but rarely met:

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For now, Musk’s message is familiar: the immediate focus is polishing v14.3 through targeted point releases, while the 10x-parameter large model in v15 represents the next decisive step toward fully unsupervised, superhuman safety.

Hopefully, Tesla can come through, but we can only believe that once v15 gets here, v16 will be the next big step toward autonomy.

Drivers can expect continued refinement in the short term and a significantly more ambitious leap once the large model is ready. The cycle continues, but the stakes, Musk insists, keep rising.

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Tesla Supercharger for Business exposes jaw-dropping ROI gap between best and worst locations

Tesla’s new Supercharger for Business calculator reveals an eye-opening all-in cost and location-based ROI projections.

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tesla v4 supercharger

Tesla has launched an online calculator for its Supercharger for Business program, giving property owners their first transparent look at what it really costs to install Superchargers on site and what kind of return they can expect.

The program itself launched in September 2025, allowing businesses to purchase and operate Supercharger hardware on their own property while Tesla handles installation, maintenance, software, and 24/7 driver support. As Teslarati reported at launch, hosts also get their logo placed on the chargers and their location integrated into Tesla’s in-car navigation, meaning drivers are actively routed there. The stalls are open to all EVs, not just Teslas.


The new online calculator, announced by Tesla on Wednesday with the note that “simplicity and transparency” have been a problem in the industry, lets any business enter a U.S. address and get a real cost and revenue model. A standard 8-stall V4 Supercharger site runs approximately $500,000 in hardware and $55,000 per post for installation, bringing an all-in price just shy of $1 million. Tesla charges a flat $0.10 per kWh fee to cover software, billing, and network operations. Businesses set their own retail price and keep the margin above that fee.

Tesla expands its branded ‘For Business’ Superchargers

 

Taking a look at Tesla’s Supercharger for Business online calculator, we can see that ROI is not uniform, and the gap between a strong location and a poor one can stretch the breakeven point by several years.

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The biggest driver is foot traffic and how long people stay. A busy rest station, hotel, or outlet mall brings in repeat visitors who need to charge while they’re already stopped, pushing utilization numbers higher and shortening payback time.

Tesla Supercharger for Business ROI calculator

Tesla Supercharger for Business ROI calculator

Local electricity rates matter just as much on the cost side. Markets like California carry some of the highest commercial electricity rates in the country, which eats into the margin between what a host pays per kWh and what they charge drivers. At the same time, dense urban areas with high EV adoption tend to support higher retail charging prices, which can offset that cost if demand is strong enough. Weather also plays a role. Cold climates reduce battery efficiency and increase charging frequency, but they can also suppress utilization in winter months if drivers avoid stopping in exposed outdoor locations. Suburban and rural sites face a different problem: lower baseline EV traffic, which means a site with cheaper power and lower operating costs can still take longer to pay back simply because the stalls sit idle more often. Tesla’s calculator uses real fleet data to pre-fill utilization estimates by ZIP code, so businesses can run their specific address against these variables rather than relying on averages.

The program has seen real adoption. Wawa, already the largest host of Tesla Superchargers with over 2,100 stalls across 223 locations, opened its first fully owned and branded site in Alachua, Florida earlier this year. Francis Energy of Oklahoma and the city of Alpharetta, Georgia have also deployed branded stations through the program, as Teslarati covered in January.

Tesla now exceeds 80,000 Supercharger stalls worldwide, and the calculator makes the economic case for accelerating that number through private investment rather than company-owned sites alone.

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Elon Musk drops a bomb regarding Tesla Model S, X inventory

After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

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lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.
lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.

Elon Musk just dropped a bomb regarding Tesla Model S and X inventory, and as the company is phasing out the flagship vehicles, it sounds like the time to purchase one brand new is almost over.

Musk confirmed on Wednesday that there are “only a few hundred Tesla Model S & X cars left in inventory. Order now if you want one.”

Tesla is running out of units rather quickly.

The message from Musk reads like a final call for two of the company’s most storied vehicles.

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After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

The news marks the close of a remarkable 14-year chapter. Launched in 2012, the Model S redefined the electric vehicle with blistering acceleration, over-the-air updates, and a luxury interior that embarrassed traditional sedans.

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The Model X followed in 2015, turning heads with its Falcon-wing doors and seating for seven.

Together, the Model S and Model X proved EVs could be desirable halo cars, not just eco-friendly commuters. Their departure clears factory space at Tesla’s Fremont plant for something the mass production of the Optimus humanoid robot, which Musk believes will be the greatest contributor to the company’s value.

Musk has repeatedly signaled that Tesla’s future lies beyond passenger cars. Resources once devoted to low-volume flagships are shifting toward autonomy, Robotaxis, and AI hardware. Optimus, the company’s general-purpose robot, is expected to handle manufacturing, household chores, and eventually complex labor.

In the short term, the scarcity has already driven prices on remaining inventory up by about $15,000, turning the last Model S and X into instant collector’s items.

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Tesla uses Model S and X ‘sentimental’ value to enforce massive pricing move

 

The announcement underscores Tesla’s relentless pivot. While the Model Y continues to hold strong sales, the legacy S and X represented an earlier era of pure performance luxury.

The future has been paved by Tesla and Musk’s focus on autonomy, at least in the United States. Customers continue to call for a large SUV, which might be on the way after a recent nudge from Musk on X. 

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However, whatever the future holds, it has been forged by Tesla’s two flagship vehicles.

Once these final cars are gone, the Model S and Model X will live on only in driveways, forums, and the rear-view mirror of automotive history.

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