News
Tesla will demo and update a production line at Fremont, perhaps for new Highland Model 3
Tesla is destroying and updating a production line at Fremont, perhaps to roll out the mass production of one of its revised vehicle designs, filings show.
Tesla applied to demolish “multiple equipment, tools, and utilities” lines at the Fremont Factory on Thursday, and the timing aligns with the recent images of the Project Highland Model 3 that continue to leak.
Tesla Model 3 Highland spotted with significant interior changes
The demolition of the lines and installation of new ones seems to indicate the production process of the vehicle on this line is changing enough to need new lines altogether, and not just an update.
In the past, we have reported on Tesla updating lines at Fremont after the equipment used has aged or needs to be replaced for other reasons. Tesla does not demolish entire lines with the installation of updated equipment.
Instead, it files the line revisions as “Improvements,” “Upgrades,” or “Revisions,” but not as demolitions.
The demolition of a production line and the installation of a new one might suggest Tesla is moving forward with the imminent mass production of its Project Highland Model 3, which has already been shown to have a vastly different front-end design compared to the current vehicle.
Image Credit: u/ffiarpg/Reddit
Tesla could be preparing for mass production of the new Highland Model 3 with the introduction of completely new manufacturing lines.
Model 3 production has taken place at Fremont since the car was first built in 2017. The only other factory Tesla builds the Model 3 is Giga Shanghai in China. Rumors have recently suggested Tesla would build the new Model 3 there, but Tesla denied these rumors, which points the finger toward Fremont.
Perhaps these new filings are an indication that Fremont will be the initial location of Model 3 Highland production, and Tesla will begin rolling out the new design in the coming months as it prepares to update the vehicle.
Updates at Fremont have continued to occur for months, and battery manufacturing equipment has also been added or revised at the plant for several months to make way for Cybertruck pack production.
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Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
News
Tesla starts Full Self-Driving rollout to owners in Australia
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Tesla has already started rolling out its Full Self-Driving suite to owners in Australia after officially launching the driver assistance suite in the country yesterday.
Earlier this week, Tesla seemed to be moving toward the launch of Full Self-Driving (Supervised) in Australia after numerous media members received early access to test its performance.
Tesla officially launched Full Self-Driving (Supervised) in Australia yesterday. The company told media members who got early access to the suite that the rollout would begin with Hardware 4-equipped Model 3 and Model Y vehicles.
The release would be slow and gradual, with the process performed in stages.
The first stage of the rollout has already begun in Australia:
🚨 The first wave of Tesla Full Self-Driving is rolling out to owners in Australia
It’s here 🇦🇺 https://t.co/BQH8axjs0g pic.twitter.com/qsQUcG6lRx
— TESLARATI (@Teslarati) August 29, 2025
Tesla is reminding drivers in Australia who are using the suite for the first time that they must not become complacent while FSD is in operation. It is not fully autonomous and still requires the driver to remain attentive to road conditions and the vehicle’s surroundings.
Currently, the suite is only available to purchase outright, and it comes at a cost of $10,100. A subscription model is in the works, similar to the one in the United States, but Tesla has not yet announced its plans or pricing model for this.
Australia is the sixth country to receive Full Self-Driving (Supervised), or at least some version of it, as the United States, Canada, Mexico, China, and Puerto Rico all have access to the suite currently. In China, it is slightly different and is referred to as “City Autopilot” due to regulatory boundaries.
Early reviews of the suite have been very strong, as local media have also had the opportunity to try it, with one journalist saying, To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Mainstream media’s review of @Tesla‘s FSD (Supervised) after using it public roads in Australia:
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.” pic.twitter.com/Rjsh6yXk93
— Sawyer Merritt (@SawyerMerritt) August 29, 2025
Tesla is overhauling its Full Self-Driving subscription for easier access
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
Tesla starts Full Self-Driving rollout to owners in Australia
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