

News
Tesla’s Fremont Factory was the most productive auto factory in the U.S. in 2021
New data from Bloomberg states that Tesla’s Fremont Factory in Northern California was the most-productive automotive plant in the U.S., outpacing 70 other plants in the country.
Last year, Tesla’s Fremont Factory averaged a weekly production pace of 8,550 vehicles. That’s about 1,221 cars per day, 51 cars per hour, or about .85 cars per minute. However you break it down, the Fremont Factory’s manufacturing prowess showed its domination in 2021, as it was the most productive automotive factory in the United States in 2021, outpacing Toyota, BMW, and Ford factories that have long created the most robust figures of car production in previous decades.
For comparison, Toyota’s plant in Georgetown, Kentucky built 8,427 cars per week, BMW’s facility in South Carolina managed 8,343 units per week, and Ford’s Dearborn, Michigan hub managed just 5,564 vehicles weekly. All figures were provided by Bloomberg.
The history of the Fremont Factory tells the story of long-standing automotive companies that simply vacated the factory to make way for the next big thing. In the 1960s, GM operated the plant. Then in 1984, Toyota’s New United Motor Manufacturing, Inc partnered with GM to run the plant. Ultimately, GM’s bankruptcy in 2009 left the 5.3 million square foot plant vacant. Tesla took ownership in 2010, renovated several portions of the factory, expanded production availability (a project that continues to this day), and currently has more than 10,000 active employees at the plant. The Model S, Model X, Model 3, and Model Y are all produced at the site.
Teslas charging in front of the Fremont Factory (Credit: @TacosandTeslas/Twitter)
2020 and 2021 were arguably the darkest years of the global automotive market in recent memory. Only rivaled by perhaps the 2008 recession, which brought GM and other automakers to their knees, the 2020 COVID-19 pandemic was a dark spot in an emerging sector.
The rebirth of American automotive manufacturing had taken a turn as Tesla had basically influenced an entire sector to rethink its strategies. Instead of continuing to develop powertrains powered from gas or petrol, legacy automakers have transitioned to EVs. The industry’s entire move could basically be hinged on the fact that Tesla has switched a massive amount of drivers to electric cars, and the production figures are proving that.
While Tesla has only one operational U.S. plant as Gigafactory Texas nears production soon, its North American customer base has been accepting cars from the Northern California plant. However, this one plant has managed to avoid heavy delivery delays due to bottlenecks in the supply chain and parts shortages and become the most proactive American automotive manufacturing facility in 2021.
Most impressively, Tesla has continued to expand its yearly production capacity as a company. Last year, it was mostly due to Gigafactory Shanghai’s massive production figures, which accounted for a majority of vehicle deliveries as it is Tesla’s main export hub to the extremely competitive European market. Tesla managed 936,172 deliveries in 2021, a 47 percent increase from a year prior.
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News
Tesla Optimus is learning martial arts in new video teasing capabilities
For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet.

Tesla Optimus is learning martial arts, a new video released by CEO Elon Musk shows, a crazy development and advancement in the robotics project the company has been working on for a few years.
Optimus has been a major focus of Tesla for the past several years, especially as Musk has said he believes it will be the biggest product of all time and could be the biggest contributor to the company’s valuation.
For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet:
Tesla Optimus learning Kung Fu pic.twitter.com/ziEuiiKWn7
— Elon Musk (@elonmusk) October 4, 2025
The video shows Optimus working with a Kung Fu teacher, known as a Shifu, going through what appears to be some sort of routine of combinations. It’s quite impressive to see the fluidity of the movements and Optimus’s ability to keep up with Shifu.
Tesla has been “working hard” to scale Optimus production, Musk said last week, a project that has obviously confronted both AI and manufacturing teams with a variety of challenges.
The plan is to have an annual production run-rate of one million units by 2030, and there were plans to build 5,000 units this year.
Musk still believes Optimus will make up roughly 80 percent of Tesla’s value. In January, he said it would be “overwhelmingly the value of the company.”
Tesla plans to launch the Gen 3 version of Optimus soon, and although a video of a new-look prototype was released by Marc Benioff, the CEO of Salesforce, the company’s frontman stated that this was not what the next-generation prototype would look like.
Elon Musk confirms Tesla has never shown Optimus V3 design yet
This video seems to show there is still significant progress being made on the Optimus project, and it will be perhaps one of the most impressive humanoid robots available to consumers in the coming years.
Elon Musk
Tesla Full Self-Driving v14 gets new release date, Elon Musk details
“Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features.”

Tesla’s Full Self-Driving version 14 has gotten a new release date after new details from CEO Elon Musk opened up some new perspectives on the suite.
Originally slated for an “early wide release” of v14 this past week, then a launch of v14.1 and v14.2 this week and next week, respectively, delays arose after Tesla’s Autopilot team found some issues within the software.
Tesla FSD V14 set for early wide release next week: Elon Musk
Musk detailed on X this morning that a “last minute bug” appeared before release, which has now pushed FSD v14’s release back to this Monday:
Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features.
— Elon Musk (@elonmusk) October 4, 2025
Musk also said the delay would give Tesla the ability to “add a few more features,” which seems like an added advantage, although he did not provide any additional details on what these features could be.
In classic Musk fashion, he has teased the capabilities of this version of the FSD suite since it became public knowledge that Tesla was working on it. He said that it is the second most important update for the AI/Autopilot team since FSD v12.
V14 will have a parameter count that is ten times what previous iterations were, which should provide more accuracy and a more human-like operation.
🚨 Tesla is making “significant improvements” in FSD software and plans to increase parameter count by roughly 10x from what people are currently experiencing pic.twitter.com/r974W6ToGi
— TESLARATI (@Teslarati) July 23, 2025
Musk has said v14 “feels alive” and has used the word “sentient” to describe its performance. The goal with the new FSD rollouts is to eliminate as many interventions as possible, making it as close to human driving as possible.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
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