News
Tesla files to expand Fremont factory, make Model Y ‘tent’ permanent
Tesla has filed an application with the City of Fremont to expand its vehicle production facility by 64,000 square feet. The application describes plans to implement foundations and install below-ground utilities under General Assembly 4.5 (GA 4.5), where the Model Y production lines are located at the Fremont factory.
GA 4.5 is currently a tent, or spring structure, that sits outside of Tesla’s Fremont factory. It has been home to the Model Y production and possibly the Model 3 as well since February 2020. According to past permit filings with the City of Fremont’s local government, Tesla initially opened the tent outside during this time and has added to the tent on several occasions.
Tesla’s General Assembly 4.5 line at the Fremont Factory. (Credit: Ryan Ferrin | YouTube)
Tesla is now looking to make GA 4.5 permanent by adding a 64,000 square foot structure onto the Fremont factory. The spring structure that was used before was erected in a pinch as Tesla was planning to begin the production of the Model Y but didn’t have the space for it with Model S, Model X, and Model 3 production all going on under the same roof.
The filing, known as BLD2021-05126, also called Foundations for GA 4.5 South Expansion, states:
“Foundations and underground utilities for proposed 64,000 sf south expansion.”
Credit: City of Fremont
Tesla will add GA 4.5 to the Southern portion of the Fremont factory, expanding the factory itself, and at the same time, making the 4.5 assembly lines permanent with foundational structures and underground plumbing and electrical work.
It seems that it was only a matter of time before Tesla expanded the Fremont factory to make way for more projects. While demand continues to expand globally, Tesla is still funneling many of its vehicles from the Fremont factory in Northern California. The plant handles global Model S and Model X demand, while Model 3 demand is split with Giga Shanghai. Some Model 3s from Fremont have made their way to other countries that aren’t in North America, but it seems that Giga Shanghai is taking some of the load, especially in the European market.
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Here is my understanding of the general assembly lines at Fremont:
• GA1/2 Model S/X (GA1&2 merged into a single line)
• GA3 Model 3
• GA4 Model 3 or Y (tent)
• GA4.5 Model 3 or Y (tent, under construction)
• GA5 Model 3 or Y (indoors next to GA1&2, under construction)— Troy Teslike (@TroyTeslike) July 5, 2020
Last year, Tesla expanded the Model Y production lines to make way for the IDRA Giga Press. This was filed in July 2020, and the Giga Press is now operational at the facility and is cranking out single-piece rear castings for the Model Y crossover. Tesla attempted to expand GA 4.5 in April but had to solve issues with stormwater drainage before the project was ultimately approved.
The Fremont factory has been in Tesla’s possession since 2010 after the company purchased it from Toyota’s New United Motor Manufacturing, Inc. The first Model S rolled off the lines at Fremont in 2012, and the company has made numerous improvements to the facility since being in its possession. The expansion of the facility to make GA 4.5 permanent will alleviate space constraints, allowing Tesla to build more of its all-electric vehicles for a constantly growing and expanding consumer base.
Tesla didn’t immediately respond to Teslarati’s inquiry about the expansion.
Here’s a recent flyover of the Fremont Factory by Gabeincal.
Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.
Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.
Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.
Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.
This was adjusted after the company refined the design:
(Tesla Cybertruck interior configuration in 2019)
Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.
The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:
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- Credit: @blueskykites
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- Credit: @blueskykites
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- Credit: @blueskykites
The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.
This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.
This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.
This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Tesla Cybertruck undergoes interior mod that many owners wanted
Tesla CEO Elon Musk drops massive bomb about Cybercab
