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The case for Tesla to operate multiple car factories in the US has never been stronger
The recent controversial events surrounding Tesla and its main electric vehicle production plant in Fremont, CA, is one that will likely have repercussions on the company’s future. But beyond the controversy, the recent events surrounding Fremont highlight one key point: it is in Tesla’s best interests to ensure that its vehicle production facilities will no longer be exclusive to one state.
The Fremont factory and Alameda County’s insistence on keeping it closed has resulted in Tesla filing a case against the county. So far, the mayor of the City of Fremont and the City Palo Alto have sided with Tesla, and Elon Musk has remarked that the company’s HQ and future projects will be relocated to other sites, such as Gigafactory Nevada and a Texas site. In the midst of this all is a County Public Health Officer who has reportedly ignored Tesla’s efforts at proposing a reopening plan for the Fremont factory.
What is pretty ironic is the fact that among the carmakers currently operating a production facility in the United States, Tesla is arguably the most experienced in dealing with the COVID-19 pandemic. The electric car maker has successfully dealt with the virus in Shanghai, and following a government-mandated shutdown, Tesla was able to return to regular operations gradually. Once reopened, Gigafactory Shanghai adopted a series of serious anti-coronavirus strategies that helped the company’s workers stay safe despite the pandemic. Tesla intends to do the same in Fremont, if not more.
For now, reopening the Fremont factory will likely be the result of pressure on the county or a serious stroke of fortune that would allow Tesla and the County Public Health Officer eye-to-eye. Each of these requires more than its own stroke of luck, but it doesn’t necessarily have to be. That is, if Tesla has multiple electric vehicle production facilities in the United States. If Tesla has another factory in the US located in an area that is more supportive of the company, it would not have to go through legal means to reopen its primary production facility.
Tesla’s next facility will likely be located in Texas, and so far, Sen. Ted Cruz has stated on Twitter that the state is fully behind the electric car maker. Texas actually makes sense for Tesla, especially considering that SpaceX, Musk’s private space venture, already has a facility in Boca Chica. If speculations prove right, Tesla can very well be building its first Terafactory in the state, which will be making the Cybertruck, and perhaps other vehicles like Model Y and Semi as well.
Tesla is now at a point where it is producing vehicles that are not intended for a small demographic of car buyers. With the advent of the Model 3 and the Model Y, as well as the upcoming Cybertruck, Tesla is taking on the mainstream market, an industry that counts its production numbers in the hundreds of thousands. This means that the company is now poised to meet the juggernauts of the auto industry like General Motors and Volkswagen head-on, provided that it has the resources to do so. It just has to make sure that its vehicle production activities could not be stopped just because of a single factory shutdown.
With this in mind, it may be a good idea for Tesla to expand its vehicle production capabilities far beyond the Texas Gigafactory/Terafactory. Tesla’s vehicle lineup does not end with the Cybertruck, the Roadster, and the Semi, after all. References to a Tesla van have been stated before, and Tesla has also hinted at a vehicle that’s smaller and more affordable than the Model 3. The more successful Tesla gets, and the more advanced the company’s Full Self-Driving suite becomes, the healthier the demand for Tesla’s vehicles will be. To accomplish this, it may be a good idea to look at legacy auto’s playbook for once, and start establishing car factories across the United States.
Elon Musk
Elon Musk hints Tesla investors will be rewarded heavily
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet,” Musk said.
Elon Musk recently hinted that he believes Tesla investors will be rewarded heavily if they continue to hold onto their shares, and he reiterated that in a new interview that the company released on its social accounts this week.
Musk is one of the most successful CEOs in the modern era and has mammothed competitors on the Forbes Net Worth List over the past year as his holdings in his various companies have continued to swell.
Tesla investors, especially those who have been holding shares for several years, have also felt substantial gains in their portfolios. Over the past five years, the stock is up over 78 percent. Since February 2019, nearly seven years ago to the day, the stock is up over 1,800 percent.
Musk said in the interview:
“Hold onto your Tesla stock. It’s going to be worth a lot, I think. That’s my bet.”
Elon Musk in new interview: “Hold on to your $TSLA stock. It’s going to be worth a lot, I think. That’s my bet.” pic.twitter.com/cucirBuhq0
— Sawyer Merritt (@SawyerMerritt) February 26, 2026
It’s no secret Musk has been extremely bullish on his own companies, but Tesla in particular, because it is publicly traded.
However, the company has so many amazing projects that have an opportunity to revolutionize their respective industries. There is certainly a path to major growth on Wall Street for Tesla through its various future projects, including Optimus, Cybercab, Semi, and Unsupervised FSD.
- Optimus (Tesla’s humanoid robot): Musk has discussed its potential for tasks like childcare, walking dogs, or assisting elderly parents, positioning it as a massive long-term driver of company value.
- Cybercab (Tesla’s robotaxi/autonomous ride-hailing vehicle): a fully autonomous vehicle geared specifically for Tesla’s ride-sharing ambitions.
- Semi (Tesla’s electric truck, with mentions of expansion, like in Europe): brings Tesla into the commercial logistics sector.
- Unsupervised FSD (Full Self-Driving software achieving full autonomy without human supervision): turns every Tesla owner’s vehicle into a fully-autonomous vehicle upon release
These projects specifically are some of the highest-growth pillars Tesla has ever attempted to develop, especially in Musk’s eyes, as he has said Optimus will be the best-selling product of all-time.
Many analysts agree, but the bullish ones, like Cathie Wood of ARK Invest, are perhaps the one who believes Tesla has incredible potential on Wall Street, predicting a $2,600 price target for 2030, but this is not even including Optimus.
She told Bloomberg last March that she believes that the project will present a potential additive if Tesla can scale faster than anticipated.
Cybertruck
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
Tesla’s new Cybertruck offering has had its delivery date pushed back once again. This is now the second time, and deliveries for the newest orders are now pushed well into 2027.
According to Tesla’s Online Design Studio, the new All-Wheel-Drive Cybertruck will now be delivered in April 2027. Earlier orders are still slated for early this Summer, but orders from here on forward are now officially pushed into next year:
🚨 Tesla has updated the $59,990 Cybertruck Dual Motor AWD’s estimated delivery date to April 2027.
First deliveries are still slated for June, but if you order it now, you’ll be waiting over a year.
Demand appears to be off the charts for the new Cybertruck and consumers are… pic.twitter.com/raDCCeC0zP
— TESLARATI (@Teslarati) February 26, 2026
Just three days ago, the initial delivery date of June 2026 was pushed back to early Fall, and now, that date has officially moved to April 2027.
The fact that Tesla has had to push back deliveries once again proves one of two things: either Tesla has slow production plans for the new Cybertruck trim, or demand is off the charts.
Judging by how Tesla is already planning to raise the price based on demand in just a few days, it seems like the company knows it is giving a tremendous deal on this spec of Cybertruck, and units are moving quickly.
That points more toward demand and not necessarily to slower production plans, but it is not confirmed.
Tesla Cybertruck’s newest trim will undergo massive change in ten days, Musk says
Tesla is set to hike the price on March 1, so tomorrow will be the final day to grab the new Cybertruck trim for just $59,990.
It features:
- Dual Motor AWD w/ est. 325 mi of range
- Powered tonneau cover
- Bed outlets (2x 120V + 1x 240V) & Powershare capability
- Coil springs w/ adaptive damping
- Heated first-row seats w/ textile material that is easy to clean
- Steer-by-wire & Four Wheel Steering
- 6’ x 4’ composite bed
- Towing capacity of up to 7,500 lbs
- Powered frunk
Interestingly, the price offering is fairly close to what Tesla unveiled back in late 2019.
Elon Musk
Elon Musk outlines plan for first Starship tower catch attempt
Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
Elon Musk has clarified when SpaceX will first attempt to catch Starship’s upper stage with its launch tower. The CEO’s update provides the clearest teaser yet for the spacecraft’s recovery roadmap.
Musk shared the details in recent posts on X. In his initial post, Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.
“Starship V3 SN1 headed for ground tests. I am highly confident that the V3 design will achieve full reusability,” Musk wrote.
In a follow-up post, Musk addressed when SpaceX would attempt to catch the upper stage using the launch tower’s robotic arms.
“Should note that SpaceX will only try to catch the ship with the tower after two perfect soft landings in the ocean. The risk of the ship breaking up over land needs to be very low,” Musk clarified.
His remarks suggest that SpaceX is deliberately reducing risk before attempting a tower catch of Starship’s upper stage. Such a milestone would mark a major step towards the full reuse of the Starship system.
SpaceX is currently targeting the first Starship V3 flight of 2026 this coming March. The spacecraft’s V3 iteration is widely viewed as a key milestone in SpaceX’s long-term strategy to make Starship fully reusable.
Starship V3 features a number of key upgrades over its previous iterations. The vehicle is equipped with SpaceX’s Raptor V3 engines, which are designed to deliver significantly higher thrust than earlier versions while reducing cost and weight.
The V3 design is also expected to be optimized for manufacturability, a critical step if SpaceX intends to scale the spacecraft’s production toward frequent launches for Starlink, lunar missions, and eventually Mars.
Elon Musk hints Tesla investors will be rewarded heavily
Tesla drops latest hint that new Cybertruck trim is selling like hotcakes
