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Tesla’s project to make GA 4.5 permanent at Fremont is underway
Tesla’s project to make General Assembly line 4.5 (GA 4.5) permanent at the Fremont Factory in Northern California is now underway.
In February, Teslarati reported that Tesla was planning to make GA 4.5 permanent. The project would expand the Fremont Factory by 64,000 square feet.
GA 4.5 is a tent or spring structure located just outside the Fremont Factory’s main facility. According to City of Fremont filings, it has been the location of Model Y production since February 2020, when the tent was initially erected. The structure was not supposed to be permanent, but Tesla has made it abundantly clear that this will be a long-standing part of the Fremont production efforts for the company. The February filings indicated that Tesla would attempt to add underground utilities like plumbing and electrical work, meaning the spring structure was undergoing foundational work. Effectively, the tent is going nowhere, and it will be the site of Tesla’s growing manufacturing efforts for years to come.
Credit: Ryan Ferrin | YouTube
Now that Fremont’s government has approved the project, Tesla has already gone ahead and completed some of the project. According to new documents from the City of Fremont, Tesla has “added underground sanitary sewer extension from civil point of connection.”
The filing is listed as BLD2021-05126-001, the City of Fremont’s website says.
Tesla has expanded its production capacity several times over the past few years, thanks to the introduction of new vehicles to its lineup. Additionally, the company’s vehicles are among the most popular in the EV sector, and Tesla has continued to expand its market through a wider array of vehicle styles. Because of the increased demand that the company has faced, Tesla has already started constructing more production facilities, both in the United States and internationally. However, the Fremont factory has needed to expand due to increased demand, and Tesla is taking nearly every inch of land at Fremont and making it a part of the manufacturing process.
As Tesla moves closer to the initial production dates of the Giga Texas and Giga Berlin facilities, there is no shying away from the fact that Fremont is still an integral part of the company’s production. The plant is the only facility in Tesla’s lineup that manufactures the Model S and Model X. The facility will also handle the Western half of the United States with Model 3 and Model Y builds, as Giga Texas will be responsible for the Eastern portion of the country.
In 2020, 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 building single-piece rear castings for the Model Y crossover. Tesla attempted to expand GA 4.5 in April 2020. This project was delayed as TEsla had to solve issues with stormwater drainage before the project was approved.
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A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Investor's Corner
NASA taps SpaceX to launch the telescope that could unlock new worlds
NASA’s Roman Space Telescope heads to orbit this August aboard SpaceX’s Falcon Heavy with massive scientific ambitions.
SpaceX is set to play a central role in one of NASA’s most anticipated science missions in years. The company’s Falcon Heavy rocket, currently the most powerful operational launch vehicle in the world, will carry the Nancy Grace Roman Space Telescope into orbit on August 30 from Kennedy Space Center in Florida. Roman is now in final preparations inside the Payload Hazardous Servicing Facility, where on June 26 technicians used a crane to lift the observatory into a specialized stand for fueling and pre-launch testing.
Roman is named after Nancy Grace Roman, NASA’s first chief of astronomy, whose career helped shape how the agency approaches space science.
NASA chose SpaceX Falcon Heavy because of Roman’s needs to reach a specific orbit far from Earth, well beyond where a standard Falcon 9 can deliver it. The Falcon Heavy, which first flew in 2018, has since become NASA’s go-to option for missions that need serious muscle without the cost and complexity of older launch systems.
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Roman will carry a field of view at least 100 times wider than the Hubble Space Telescope, meaning it can photograph enormous swaths of the universe in a single shot rather than the narrow slices Hubble captures. That difference in scale is significant. While Hubble reshaped our understanding of the cosmos over 30 years, Roman is built to work faster and wider, surveying hundreds of millions of galaxies at once.
One of Roman’s most compelling capabilities is its potential to discover and photograph planets orbiting stars outside our solar system, and with enough precision to directly image planets that would otherwise be lost. That means scientists could study the atmosphere and surface characteristics of distant worlds rather than simply confirming they exist. Combined with Roman’s sweeping field of view, the telescope could detect thousands of exoplanets, and some of those planets may be in habitable zones where liquid water could exist. No telescope currently in operation has this level of power and capability. That capability alone could change what we know about other worlds, and perhaps finally answer the question: are we the only intelligent lifeforms in existence?
What Roman actually finds once it reaches orbit is an open question, and that is exactly what makes this launch worth watching.
Tesla has confirmed a crucial detail of its Miami Robotaxi launch, stating that the fleet is operating on an Unsupervised basis, joining a few other cities where company employees do not watch over the vehicles from inside.
Tesla’s Head of AI, Ashok Elluswamy, confirmed the detail on X, answering a highly speculated question about the Robotaxi Service in Miami, which was launched on June 3:
Unsupervised
— Ashok Elluswamy (@aelluswamy) July 3, 2026
The first launch of Robotaxi in Florida, Miami presents a unique opportunity for Tesla as it is operating the Unsupervised Robotaxi ride-hailing service in a major tourist hotspot in the Sunshine State. It also signals the suite will expand to other cities soon; many have requested Orlando, a heavy tourist spot with Disney and other resorts nearby, get access to the program soon as well.
Miami is getting a conservative rollout as well, just as Tesla has done with other cities. The initial geofence covers a compact 10–14 square mile zone in western Miami-Dade County, primarily West Miami extending toward Doral and Sweetwater. It is bounded roughly by SR-826 (Palmetto Expressway) to the north and US-41 (Tamiami Trail) to the south, excluding downtown Miami, Miami Beach, the airport, and most of Coral Gables.
Tesla has also been pretty slim on other details. For example, Tesla has not disclosed the exact fleet size, but field reports and license plate tracking indicate just two unsupervised Model Y vehicles were active on launch day, increasing to three within 48 hours.
According to The Road to Autonomy, a nearby staging lot near Miami International Airport holds dozens of Cybercabs alongside additional Model Y units, suggesting capacity for rapid scaling as demand and data collection grow.
The confirmation of Robotaxi being Unsupervised carries immense weight. It establishes that Tesla’s Miami Robotaxi operations run without human safety drivers or remote supervision, relying entirely on the company’s Full Self-Driving technology. Miami becomes the second major U.S. city after Austin to offer unsupervised Robotaxi rides from day one.
The move reflects rapid progress in Tesla’s AI efforts. Neural networks trained on vast real-world data now handle complex urban environments, including South Florida’s heavy traffic, pedestrians, and rainy conditions. Industry observers see it as validation of Tesla’s vision-centric, data-driven approach versus traditional rule-based systems; a truly unorthodox approach in this day and age.
Challenges remain, including regulatory oversight, public trust, and scaling the fleet to match geofence ambitions. Miami’s small initial footprint and limited vehicles highlight a deliberate, measured expansion strategy focused on safety and data gathering.
Nevertheless, the unsupervised confirmation marks a pivotal milestone. It showcases technical readiness and advances Tesla’s vision of transforming vehicles into autonomous revenue generators while reshaping urban mobility. For Miami users, driverless transportation has moved from concept to reality.
Tesla analyst says Full Self-Driving is about to have its iPhone moment
NASA taps SpaceX to launch the telescope that could unlock new worlds
