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Home Sweet Home: Tesla discreetly places Cybertruck inside Giga Texas

Credit: Terafactory Texas | YouTube

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Tesla is continuing construction at Giga Texas, and it appears that it has discreetly placed a future resident of the facility on the second floor: the Tesla Cybertruck.

Spotted in a new drone video from Terafactory Texas, the Cybertruck has been placed upstairs at the facility as construction continues to roll on in the plant that is located just outside Austin city limits. Following a brief appearance at the factory, the Elon Musk-commanded Cybertruck appeared at the plant in mid-April to give employees and workers on site a sneak peek at what the all-electric truck looks like in real life. It seemed that Tesla had then taken the Cybertruck off of the Texas property and transported it to New York, where it made an appearance at the Tesla Showroom located in the Meatpacking District of Manhattan at 860 Washington Street.

Elon Musk shares update on SNL appearance, says everyone is being friendly

While it is not known if this is the same prototype that graced Giga Texas employees a month ago, or if it is the same Cybertruck that rolled through the streets of Manhattan last weekend, the Cybertruck seems to be getting acclimated with its future digs as the truck will be produced at the Giga Texas factory when production begins. With plans to begin limited production by the end of 2021, the Cybertruck will be one of the first all-electric pickups on the market, likely following the R1T from Rivian, which is slated for deliveries in the coming months.

Since the Cybertruck’s dedicated unveiling event in November 2019, Musk has made several comments regarding the design, production processes, and overall build of the all-electric pickup. The most recent modifications that Musk announced had to deal with the vehicle’s dimensions. After noting that an anxiety-filled entrance into the Boring Company tunnel in Hawthorne, California, gave him concerns, Musk indicated that the truck would be smaller, but only by a fraction.

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He said to Joe Rogan on an episode of the comedian’s podcast:

“That’s pretty much what it [the Cybertruck] will look like, with very small differences. You know, we adjusted the size a few percent. Like around 3% or smaller. You don’t want it to be a couple of inches too big for the tunnel.”

Additionally, Musk also indicated that the stainless steel alloy that is responsible for creating the truck’s “Exoskeleton” will also be subject to changes as new, more robust alloys are discovered. “We’re rapidly changing alloy constituents & forming methods, so traditional names like 304L will become more of an approximation,” Musk told Teslarati when commenting on an article regarding an upgraded Starship prototype in July 2020. Musk confirmed that the alloy changes would also come to the Cybertruck as well.

The Cybertruck was spotted on the second floor of the Giga Texas facility. Credit: Texas Terafactory | YouTube

The Cybertruck’s underside will also be manufactured with the use of an 8,000-tonne Giga Press from IDRA. Tesla uses the Giga Press to create single-piece castings of the Model Y crossover to increase structural rigidity and improve manufacturing efficiency.

While Cybertruck production is still several months away, Tesla has the truck stored at the facility that has been deemed the “Cybertruck factory” by some. Production of the Tri-Motor and Dual-Motor variants will begin first, with the Single-Motor configuration becoming available in late 2022 if all goes according to the company’s plan.

Check out Terafactory Texas’ video of the Cybertruck inside the factory below around the 7:10 mark.

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https://youtu.be/3Qwp4cfsXpE

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 celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026. 

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

A call and an invitation

Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”

Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.

“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.

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Tesla FSD’s upcoming rollout in Israel

Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government. 

Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”

Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.

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