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Tesla Cybertruck factory: Tulsa’s underdog campaign is giving Austin’s bid a run for its money

(Credit: @AustinBoWiley/Twitter)

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The site of Tesla’s Cybertruck Gigafactory has not been finalized yet, though reports suggest that there are now only two cities under consideration: Austin, Texas and Tulsa, Oklahoma. Between the two cities, it initially appeared that Austin may be a shoe-in for the electric car maker considering Texas’ ties with SpaceX, Musk’s private space venture. But if there is something that has become evident in recent weeks, it is the fact that Tulsa, Oklahoma will not give up its shot to net Tesla’s next factory without a fight. 

The final decision about the site of Tesla’s next electric vehicle factory is expected to be related in a few weeks, perhaps during the company’s upcoming second quarter earnings call. As the days count down to the fateful date, the Tulsa vs Austin race is heating up, with the underdog from Oklahoma seemingly gaining some momentum against Austin, which seems to be encountering some speed bumps in its efforts to secure the Cybertruck Gigafactory. 

Travis County, which is home to Austin, is expected to vote this week on a portion of 10 year tax rebates that total over $65 million. However, not everything is going smoothly. Similar to its experience in Gigafactory Berlin, Tesla’s impending arrival has received resistance from a number of local groups. Doing a hearing with the Travis County Commissioners Court last week, for example, representatives from local churches, workers groups, and unions, expressed their concerns about the electric car maker and its proposed incentives. 

(Credit: Tesla Cybertruck/Instagram)

These issues, at least for now, do not seem to be present at Tulsa. As noted in a Reuters report, Oklahoma has signed a nondisclosure agreement about its incentives package for Tesla, though Commerce Secretary Sean Kouplen noted that its bid is comparable and at parts even better than Austin’s. The bid includes business and personal tax breaks, and most of them are already guaranteed under state law. This meant that the approval of the incentives in Tulsa will not require the kinds of public votes that have already caused several delays in Austin. 

And this is just the tip of the iceberg. Online, the city’s Big F*cking Field Twitter account is on high gear, and all over Tulsa, Tesla fever has pretty much set in. Tulsa’s famous Golden Driller statue has been fitted with a Tesla logo on its chest and a face that eerily resembles CEO Elon Musk. The city has also secured thousands of signatures from engineers who have pledged to move to Tulsa if Tesla decides to set up shop in the city. Local retailers have caught the Tesla bug as well. In a statement to the publication, Kouplen noted that his children came home the other day with a photo of a Tesla-themed snow cone, and a local pizzeria has pledged to give away free pizzas for the city’s would-be Tesla employees. 

“The response here continues to be overwhelming. In the time that we’re in, having something positive to hold on to or grab is really making a difference,” Kouplen said. 

(Credit: Governor Kevin Stitt/Twitter)

Quite interestingly, Tesla appeared to have been set on Austin for the site of its Cybertruck Gigafactory. But following reports last month that the company had purchased land in Texas, CEO Elon Musk clarified that Tesla has not made a final decision yet. With this, Tulsa seemed to have put the pedal to the metal, culminating in Musk actually visiting the city earlier this month and being hosted by Oklahoma officials at a massive field that would be the potential site of the upcoming factory. Pictures of the meeting, which featured the CEO candidly speaking with officials, were shared online by Oklahoma Governor Kevin Stitt. 

Oklahoma officials were scheduled to make their pitch to dozens of Tesla executives in a Zoom call on Monday afternoon. Regardless of the results of this, however, one cannot deny the admirable grassroots push that Tulsa has done to make it this far in the race for the Cybertruck Gigafactory. In a previous comment, Kouplen noted that even if Tulsa loses to Austin this time around, it does not mean that the city will never get a Tesla facility. “This won’t be the last factory they build or the last investment they make. We’re building a relationship with Tesla that will continue regardless of what happens this time,” Kouplen said.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

SpaceX just combined Grok, Cursor, and X into one mega plan

SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.

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SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.

There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.

The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.

That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.

The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.

The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.

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Energy

Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows

Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.

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Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan
Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan

A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.

The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.

Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.

Tesla Taiwan partners with Costco to sell vehicles

Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.

Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.

The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.

Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.

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Lifestyle

Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.

Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.

Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.

This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?

If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.

What do you think? Leave me a comment.

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