

News
Tesla is looking at Boring Co. tunnels to transport materials for Model 3 production
Elon Musk’s The Boring Company could be brought in to help the Tesla Factory at Fremont in the manufacturing of the Model 3. In a statement during Wednesday’s Q4 earnings call, the Must noted that the company is looking to build a tunnel between its 901 Page Ave. seat factory in Fremont to the main Tesla Factory roughly 3 miles away at 45500 Fremont Blvd.
While discussing an inquiry from Bank of America’s John Murphy, who asked about the company’s production plans for the Model 3 and a possible manufacturing limit on the Tesla Factory, CTO JB Straubel stated that issues do emerge in the transportation of materials from one facility to the next.
According to the Tesla executive, the company is developing high-density and high-velocity lines, but limits emerge when it comes to how quickly materials can get transported from one line to another. Thus, when the Model 3 production hits its full pace, the limit to production would lie in how many trucks can dock after going to and from each factory.
During these discussions, Tesla CEO Elon Musk unveiled a novel idea, stating that the California-based electric car maker and energy company would be using The Boring Company tunnels as a way to expedite the transportation of materials from one facility to the next.
“We are looking at building tunnels, using The Boring Company’s thing, because we have, for example, our seats production is at a separate building on Page. And we have a bunch of trucks moving seats back and forth between both the primary Fremont production and the seat factory.
“And we actually get constrained on how many trucks can we dock and undock at the seat factory, which is only, I don’t know, half a mile or a mile away from the vehicle plant. So it’ll be pretty easy to just have a tunnel, do an automated conveyance from seats to the factory,” Musk said.
Overall, Musk is optimistic about the potential of using The Boring Co.’s machines and tunnels as a way to help increase the pace of Tesla’s manufacturing. The Tesla CEO even noted that if the company manages to accomplish this, the optimal pace of the main Fremont facility could improve to 700,000 vehicles per year, comprised of 600,000 Model 3 and 100,000 Model S and X.
“And there are things we can do, where we can build sub-systems and then transport sub-systems to Fremont. These things get increasingly difficult, but they’re all doable. But I can see a path where we get to say 600,000 Model 3 production and 100,000 S and X, so maybe 700,000, which should be like almost 50% more than GM or Toyota got out of the plant. I mean that seems achievable,” Musk said.
Tesla’s Fremont Blvd. and Page Ave. facility are roughly three miles apart by car, which, under normal conditions, would take about 10-14 minutes of travel, according to Google Map estimates. With a tunnel system in place, the time it would take to transport materials between the two factories would be significantly reduced, along with the infrastructure needed to support a high volume of commercial trucks.
Elon Musk did not specify any other details about the idea, though the online community has posted a rough idea of where the tunnel between the main Fremont facility and the Page Ave. factory might run. A link to the possible tunnel between the two plants could be viewed below.
As we covered in a previous report, The Boring Co. is currently attempting to secure all the permits and documentation needed to dig a proof-of-concept tunnel from northeast Westchester to Brentwood, CA. The proposed 6.5-mile tunnel system is planned to run under Sepulveda Boulevard, right across Culver City, and is aimed to showcase the benefits of Elon Musk’s tunnel system to the city’s traveling public.
News
Elon Musk reveals big plans for Tesla Optimus at the Supercharger Diner
Will Optimus deliver my Tesla Club on roller skates? I’m hopeful.

Elon Musk revealed on X on Wednesday that Tesla Optimus will soon be getting a job at the Supercharger Diner in Los Angeles, and its role will be right on par with what we believed the humanoid bot would be perfect for.
While Optimus was spotted serving popcorn at the Diner on Monday as it opened for the first time, that’s its only job, at least for now. Musk said Optimus will be getting a promotion in 2026, and it will be a food runner, bringing your order straight to your car, eliminating the need to go inside yourself.
It will complete what Tesla hopes is a full-fledged 50s diner experience, curated by the imagination of the future. In the 1950s, drive-in diners were a common hangout to grab a bite and watch a movie. Tesla opened its Supercharger Diner in Los Angeles earlier this week, but it has a futuristic twist to it.
You can order food directly from your car, sync your center touchscreen and speakers to the two massive projection screens that Tesla is playing movie scenes on at the Diner, and even go inside for a true break from your car.
Next year, Tesla will take it a step further, Musk confirmed:
Optimus will bring the food to your car next year pic.twitter.com/opPGjOe7t1
— Elon Musk (@elonmusk) July 23, 2025
The Diner features 80 Superchargers that can be used by both Tesla and non-Tesla EVs, provided that the manufacturer of the electric car has access to the company’s robust network. It is also available to non-EV owners, as they can park their cars and stop in for a quick bite to eat.
Tesla’s full menu at the Diner is available here, and its focus for the restaurant was to provide healthier options by sourcing most of its food from local, organic, and humane farms:
We put a lot of effort into using truly organic ingredients from farms that we have visited
— Elon Musk (@elonmusk) July 22, 2025
Optimus’s capabilities seem to be progressing to a point where Tesla feels confident that the humanoid robot can handle carrying food and delivering it to customers at their cars. Whether it will be put on roller skates is another question, but we’re hopeful Optimus can do it when it gets its promotion next year.
Investor's Corner
Tesla Q2 2025 earnings: What Wall Street expects
The company has faced mounting pressure this year, with TSLA stock down 19% year-to-date.

Tesla (NASDAQ:TSLA) is set to release its second-quarter 2025 financial results after markets close on Wednesday, July 23. The company has faced mounting pressure this year, with TSLA stock down about 19% year-to-date.
What Wall Street expects
As noted in a TipRanks report, Wall Street has remained cautious about the electric vehicle maker due to concerns about the EV segment in general, competition, reduced margins, federal EV regulations, and CEO Elon Musk’s political activities.
Overall, Wall Street expects Tesla to post earnings per share of $0.39, down 25% from a year ago. Tesla’s revenue is forecasted to fall 13% to $22.19 billion, and analysts also expect the electric vehicle maker to post lower margins this quarter.
Analyst expectations
Tesla delivered approximately 384,120 vehicles in Q2, a 13.5% drop year-over-year, as per Main Street Data. The company also produced over 410,000 vehicles and deployed 9.6 GWh of energy storage products during the quarter.
Ahead of the earnings call, Cantor Fitzgerald analyst Andres Sheppard reiterated a Buy rating and a $335 per share price target. He also adjusted his Q2 revenue forecast to $21 billion, down from his previous estimate of $24.1 billion. Despite short-term softness, Sheppard maintained his 2025 and 2026 projections, citing confidence in Tesla’s high-margin Robotaxi business model.
Barclays analyst Dan Levy kept a Hold rating with a $275 price target. He stated that the company faces “increasingly weaker fundamentals,” but he also suggested that Tesla’s Robotaxi story could drive optimism. Levy expects modest gross margin improvement quarter-over-quarter and flagged the full-year EPS estimate drop from $3.20 to $1.84. Delays in launching the affordable Tesla model remain a downside risk, Levy noted.
News
Tesla expands FSD Transfer offer to Europe and the Middle East
Tesla’s FSD transfer offer has long been used as a quarterly sales lever in North America.

Tesla has extended its Full Self-Driving (FSD) transfer promotion beyond North America, opening the door for owners in Europe and the Middle East to carry over their existing FSD systems to a new vehicle.
The move comes days after Elon Musk acknowledged a user’s request for FSD transfers in Europe on X, which the CEO called a “fair” ask. Tesla Europe later confirmed the offer via its official X account.
FSD transfers reaching new markets
FSD transfers have been used as a quarterly sales lever in North America, with its most recent availability in April 2025, as noted in a Not a Tesla App report. While this incentive had remained exclusive to the U.S. and Canada, Tesla’s latest announcement marks the first time the program has been rolled out internationally.
Interestingly enough, the offer hasn’t yet been extended to other FSD-enabled regions like China. This suggests that Tesla may be prioritizing markets where regulatory approval for FSD remains pending. European Tesla owners, after all, have been waiting literal years for FSD to be rolled out into their countries.
How the program works
The process for FSD transfers is straightforward. Existing Tesla owners with FSD must place a new vehicle order and complete delivery during the active promotion period. During checkout, customers are instructed not to add FSD to the new car. Instead, they must notify a Tesla advisor of their intent to transfer their existing vehicle’s FSD.
On delivery day, FSD will be deactivated on the old vehicle and activated on the new one. Customers are not required to trade in or sell their original Tesla that had FSD, though once the license is moved, the old vehicle reverts to just Basic Autopilot features.
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