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Tesla Cybertruck factory: Tulsa’s underdog campaign is giving Austin’s bid a run for its money
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.
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.
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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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
