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Tesla is gathering the pieces for an Alien Dreadnought 2.0 attempt at Fremont
Recent construction permits filed for the Fremont Factory suggest that Tesla is looking to improve the massive electric vehicle production facility’s automation even further. With the plant’s ongoing improvements, it almost seems like Tesla is about to attempt yet another crack at Elon Musk’s once-failed initiative: the “Alien Dreadnought” factory.
The Fremont factory has caught the attention of the nation in the past weeks, as Elon Musk and Tesla locked horns with officials from Alameda County who insisted that the facility remain shut even after California moved to its Stage 2 response for the ongoing pandemic. After a lawsuit, an act of bold defiance from the CEO, some strong words from a CA Assemblywoman against Musk, and support coming from both sides of the political spectrum, the plant was finally allowed to formally return to its normal operations.
But even during the shutdown, Tesla has been exhibiting signs that it intends to improve the Fremont factory. Permits for paint shop improvements were filed, for example, and similar documents were submitted for upgrades in the facility’s vehicle production lines. These lines were speculated to be allotted for Model Y production, which would allow the company to produce the all-electric crossover en masse without any issues.
Just recently, Tesla also filed building permit applications for the addition of “MINO robot riser anchorage structural package” and “MINO Equipment and fixture anchorage” for the Fremont Factory. These may seem a bit understated, though a look at MINO’s expertise provides a notable hint at what Tesla may be planning for its main EV production facility in the United States.
MINO Automation is a firm that provides fully integrated automation production systems that are tailor-fit for its clients. As per the company’s website, MINO specializes in Body in White (BIW) manufacturing systems that concentrate on body framing, laser application, sealing, hemming, resistance welding, and automated stranger systems. MINO works with FANUC Robotics as well, which are also being utilized by Tesla.
A look at Tesla’s recent building permit applications for the Fremont factory shows that the electric car maker is set on improving its plant, and it is also doing what it can to raise its automated processes. Just as Elon Musk intended during the Model 3’s initial delivery event, more automation would likely result in a smooth production ramp. This, of course, is especially important with the Model Y, Tesla’s highest-volume EV to date.
Those who have followed Tesla over the years would know that the company had already attempted an extremely-automated vehicle production approach in the past. Dubbed as Elon Musk’s “Alien Dreadnought” initiative, the program, which was intended for the Model 3, was supposed to be Tesla’s big breakthrough for vehicle production.
Alas, history would show that this was not meant to be, as issues with the over-automated line eventually forced Tesla to adopt a more human-centered approach to Model 3 manufacturing. Even Elon Musk eventually stated that humans are ultimately “underrated.”
But Tesla today is not the same as the company as it was during the early days of the Model 3’s production ramp. Today, Tesla is an experienced mass-manufacturer of electric cars, having produced thousands upon thousands of Model 3 sedans last year. And the company is nowhere near done. Over in Shanghai, Tesla China is attempting to ramp its local Model 3 production at a pace that far exceeds the company’s operations in Fremont.
With this in mind, there seems to be no better time to attempt yet another crack at a hyper-automated factory than today. The Model Y is the perfect vehicle for such an initiative, considering that the crossover is a high-volume car that’s designed to be built in a simple and efficient manner. As per the findings of automotive teardown specialist Sandy Munro, the Model Y seems to be designed for automation, from its rigid wiring systems that are friendly to robots, to its giant casts that eliminate unnecessary parts.
Time will tell if Elon Musk and Tesla are going to attempt another Alien Dreadnought for the Fremont factory. But either way, the remaining months of the year will likely see the California-based electric car production facility manufacturing vehicles at a volume that has never been witnessed before.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
