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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
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
