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Tesla Cybertrucks head out of Giga Texas, mystery structure revealed

Credit: Joe Tegtmeyer | YouTube

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A recent drone flyover of Tesla’s Gigafactory in Texas shows fewer Cybertrucks than last week, along with the host sharing some insights into what a recently spotted mystery structure could be.

In the video, shared by Giga Texas observer and drone pilot Joe Tegtmeyer on Monday, you can see fewer Cybertruck units around the site than last week, along with trucks in the outbound lot being loaded up with the vehicles to be shipped to customers. The video also details a number of other ongoing construction projects at the site, despite being a little foggy.

Credit: Joe Tegtmeyer | YouTube

Credit: Joe Tegtmeyer | YouTube

Credit: Joe Tegtmeyer | YouTube

Credit: Joe Tegtmeyer | YouTube

One such project includes a mystery structure on the plant’s south end, which Tegtmeyer and others have been trying to identify to no avail over the past few weeks. However, Tegtmeyer and some of his viewers have now spotted a few permits indicating that it appears to be a structural platform for a cooling tower, which will be used on the South End extension of the factory.

Tegtmeyer also talks about two other major construction projects, including a baghouse air filtration system, and preparations for a major air ducting system above the body-in-white part of the factory’s server room. While he notes that there have been reports of a potential Dojo project at the site requiring substantial cooling efforts, Tegtmeyer says he hasn’t been able to confirm whether that’s what this is or not.

See the full video from Tegtmeyer’s YouTube channel below.

The Cybertrucks are seen being shipped out after the company had to pause deliveries and issue a recall last week, due to an issue with the accelerator pedal. The issue takes very little time for Tesla Service technicians to fix, only requiring the installation of a small rivet at the pedal’s base.

It also comes as Tesla continues to ramp up production of the Cybertruck at Giga Texas, with the company seemingly nearing a weekly production rate of 1,000 units. This milestone has also been predicated on Tesla’s ability to build 1,000 Cybertrucks’ worth of 4680 battery cells per week, an achievement which it reached in March.

CEO Elon Musk and Vice President of Vehicle Engineering Lars Moravy recently weighed in on both in-house 4680 cell production and its supplier relationships during the Q1 2024 earnings call:

“You know, we’re making good progress on that,” said Musk in response to a question on the cell’s in-house production ramp. “But I don’t think it’s super important for at least in the near term. As Lars said, we think it will exceed the competitiveness of suppliers by the end of this year. And then we’ll continue to improve.”

“I think it’s important to note also that like the [4680] ramp right now is relevant to the Cybertruck ramp,” Moravy added. “And so, like we’re not going to just randomly build 4680s unless we have a place to put them. And so, we’re going to make sure we’re prudent about that.”

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“But we also have a lot of investments with all our cell suppliers and vendors. They’re great partners, and they’ve done great development work with us, and a lot of the advancements in technologies and chemistry, they’re also putting into their cells.”

Tesla shares new Cybertruck features: Diff locks, Baja Mode, CyberTent Mode, and more

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla admits to slow Model Y Robotaxi integration, but for a good reason

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Credit: Tesla

Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.

JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.

The firm’s analysts said:

“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”

Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.

Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.

This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.

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Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.

Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.

Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.

Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video

Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.

JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.

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Elon Musk gives a timeline for SpaceX’s first Starship catch attempt

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SpaceX Starship V3 from Starbase, Texas on April 14, 2026

SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”

In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”

Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.

Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.

SpaceX has solved Starship’s biggest challenge, Elon Musk says

The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.

SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.

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Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.

Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.

Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.

As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.

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SpaceX achieves incredible milestone with Starlink program

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Credit: SpaceX

SpaceX has achieved an incredible milestone by launching its 11,000th Starlink satellite into orbit.

This accomplishment occurred during the Starlink Group 17-50 mission, which lifted off on August 19 at 04:01 UTC from Space Launch Complex 4 East at Vandenberg Space Force Base in California.

A Falcon 9 rocket carried 24 Starlink V2 Mini satellites on this flight, successfully deploying them into low Earth orbit approximately one hour after liftoff. The first stage booster, identified as B1097 on its twelfth flight, landed successfully on the droneship Of Course I Still Love You in the Pacific Ocean.

According to tracking data compiled around that date, this deployment brought the total number of Starlink satellites in orbit to just over 11,000.

The Starlink program began with test satellites known as Tintin A and B, launched on February 22, 2018. The first operational batch of 60 Starlink satellites followed on May 24, 2019, when a Falcon 9 rocket lifted off from Cape Canaveral. Those initial satellites marked the start of a rapid expansion that has continued for more than seven years.

SpaceX has conducted hundreds of dedicated Starlink missions since then, routinely launching batches of 20 to 30 satellites at a time using reusable Falcon 9 rockets. By mid-2026, the company had already surpassed 12,000 total satellites launched across all versions, with continuous replacements for units that deorbit as designed to manage space debris.

Looking ahead, SpaceX continues to expand the Starlink constellation to enhance global broadband coverage, capacity, and speed. The network already serves millions of users across more than 160 countries and supports applications ranging from residential internet to maritime, aviation, and emergency services.

Future plans center on next-generation hardware, including larger V3 satellites capable of delivering substantially higher throughput, which require the increased payload capacity of the Starship vehicle currently under development and testing.

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In July, SpaceX submitted an application to the Federal Communications Commission seeking authority for a Gen3 constellation of up to 100,000 satellites. These spacecraft would operate in very low Earth orbit shells at altitudes near 325 kilometers and 475 kilometers. The filing requests use of existing Ku, Ka, V, and E band spectrum along with new greenfield W and D band frequencies between 92 and 275 GHz.

SpaceX states that the expanded system aims to deliver multi-gigabit symmetrical broadband to consumers, enterprises, governments, and billions of AI-powered devices worldwide while handling a majority of global internet traffic. Approval and subsequent deployment would depend on regulatory review and the operational readiness of Starship for high-volume launches.

This ambitious scale reflects SpaceX’s ongoing commitment to providing ubiquitous high-speed connectivity from space.

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