

News
Tesla closing in on Lower Saxony, Germany as final Europe Gigafactory location: report
Recent reports have emerged stating that Tesla is closing in on finalizing the location of its European Gigafactory. According to local German media, Tesla is particularly interested in Emden and Emsland, both of which are located in Lower Saxony, as potential sites for Gigafactory 4.
The update was recently shared by a spokesman for Economics Minister Bernd Althusmann, who confirmed that the ministry had presented “potential locations” in Lower Saxony to Tesla executives. Prior to this, Tesla had reportedly approached the Lower Saxony Ministry of Economics with the aim of securing a site that was close to the coast. Both Emden and Emsland fit this criteria.
Tesla’s intentions to establish a Gigafactory in Europe has been known for years. References to a Europe-based Tesla facility were initially teased by Elon Musk in late 2016, following the electric car maker’s acquisition of Grohmann Engineering. In June 2018, Musk noted on Twitter that Germany was the “leading choice” for Gigafactory 4’s location. “Perhaps on the German-French border makes sense, near the Benelux countries,” Musk explained.
Lower Saxony has reportedly expressed its interest as a potential site for Tesla’s upcoming factory. Economics Minister Bernd Althusmann contacted CEO Elon Musk last September 2018 to highlight the advantages of Lower Saxony for the electric car maker. “A good location in the European transport network including port connections, a dynamic research landscape and renewable energies on the doorstep: Lower Saxony is one of the world’s top regions of the automotive industry, which is also Tesla known,” Althusmann said.
The details for Tesla’s upcoming European Gigafactory remain unknown for now, though the facility will likely involve the creation of 1,000 to 2,000 jobs, according to a Hannoversche Allgemeine Zeitung (HAZ) report. “I would be delighted about the company’s commitment and the new jobs it will create in our country. We will continue to accompany Tesla’s search positively and promote Lower Saxony as an innovative automotive location,” Althusmann noted.
Tesla has released updates on Gigafactory 4’s construction recently. During the second-quarter earnings call, CEO Elon Musk noted that the location of the European Gigafactory will be finalized before the end of the year. Tesla also appears to be expecting Gigafactory 4’s development to be quick, similar to the rapid progress of Gigafactory 3 in China. This was highlighted by Tesla CFO Zachary Kirkhorn in a statement.
“With a continued focus on execution and cost management, the next 12 to 18 months should be the most exciting yet. During this time, we believe that Gigafactory Shanghai will be producing at scale. Model Y will be in production, addressing the most popular vehicle segment. Our European Gigafactory will be well underway,” he said during the earnings call.
H/T Alex Voight.
News
Tesla creates clever solution to simplify and improve its Service
Raj Jegannathan, a Vice President of IT/AI-Infra, Apps, Infosec, and Vehicle Service Operations, revealed that Tesla has started a small pilot program at a few service locations to combat this issue.

Tesla has created a clever solution to simplify and improve its Service. Tesla performs most of the services that are needed on its vehicles at its company-owned Service Centers.
However, service has been a weak point of the company, as some regions have fewer Service Centers than others. This can cause long wait times for Tesla owners in some parts of the country.
There are also instances where customers do not agree with what Tesla is saying about their vehicle. In fact, one instance that revealed this new change Tesla is making to its Service was precisely that.
One owner posted on X that his vehicle’s battery seal had failed after a recall was issued. Tesla insurance and Tesla Service both did not assist, and it took CEO Elon Musk stepping in to get the issue resolved:
Will investigate
— Elon Musk (@elonmusk) August 7, 2025
Another owner suggested there should be a more streamlined communications process between the customer and the Service Center, a solution that has been missing.
Raj Jegannathan, a Vice President of IT/AI-Infra, Apps, Infosec, and Vehicle Service Operations, revealed that Tesla has started a small pilot program at a few service locations to combat this issue.
Elon Musk wants Tesla Service to fix two-thirds of cars in the same day
Jegannathan said that Tesla has started to share local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
It is available in a handful of locations already, and Jegannathan said that once abuse guardrails are built, this will expand to all locations:
In few service locations, started to share local and regional leader contact information via service in-take in mobile in-app messages so customers can reach out via phone when they disagree with initial diagnostic/warranty/changes in estimates. (Once we build guardrails from…
— Raj Jegannathan (@r_jegaa) August 7, 2025
This would be a major improvement in the Service portion of Tesla’s business. There are common disagreements between Service and customers, specifically when Service’s suggestions don’t align with the customer’s beliefs.
When it comes to things like a warranty claim, these issues are not really up for interpretation. Instead, the repairs should be made. If there is a misunderstanding on Service’s side, a simple message from the customer could have resolved the issue. That’s basically what happened here.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.'”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla expands Robotaxi program in Austin to new riders
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.

Tesla is expanding its Robotaxi program in Austin, Texas, as several people have received invitations to participate and take rides.
Tesla first launched the Robotaxi platform on June 22. It invited a handful of people to participate in the first-ever public rides. We were lucky enough to get an invitation, and our permissions have been expanded in the Bay Area pilot program as well.
The group was small and consisted of big names in the Tesla community. It expanded and is continuing to offer these exclusive invitations to notable members of the Tesla community.
There have been fewer than five subsequent invitations after the first group’s were sent in late June:
I’m so stoked!! LFG 🙌🏽🙌🏽 @Tesla @Tesla_AI @robotaxi @elonmusk pic.twitter.com/F4chRhMjc9
— Arash (@MinimalDuck) August 7, 2025
I finally got it, guys!! 💯🙌 @robotaxi early access invite 🤠
Wait, does it mean I have to be 65 or wait another 65 years? 😎 pic.twitter.com/yAVPHXISY6
— JeebsTX 🇺🇸 (@JeebsTX) August 7, 2025
Tesla has been expanding both the rider group and the geofence in Austin slowly, making sure to prioritize safety and avoid any major events with the early rollout.
Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition
“We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate,” CEO Elon Musk said during the Q2 Earnings Call.
Eventually, the Robotaxi platform will not require an invite, and it will operate without geofences. Musk believes Tesla can get there within three or six months, and plans to have at least half of the U.S. population with access to a Robotaxi by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
“I think we will probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year. That’s at least our goal, subject to regulatory approvals. I think we will technically be able to do it. Assuming we have regulatory approvals, it’s probably addressing half the population of the U.S. by the end of the year.”
Tesla plans to have regulatory approval in Nevada, Arizona, and Florida sooner than in other states.
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