Tesla is adding another tent to its Fremont Factory property, but it will not directly be used for production. Along with the new tent, Tesla has filed for several other things at Fremont, including Model S and Model X manufacturing line upgrades, and an update to the battery equipment production line project that Teslarati revealed in late August.
A new tent at Fremont, but not for production
Tesla has long utilized a heavy-duty tent known as a Sprung Structure for the production of the Model 3 and Model Y. Tesla has two of these “tents” on the Fremont property that it uses for automotive production, which are commonly referred to as General Assembly 4 and General Assembly 4.5.
The tents were initially thought to be a temporary place for production, but Tesla has since kept the structures built. In February 2021, Teslarati showed that Tesla filed with the City of Fremont to make the GA 4.5 tent permanent. The automaker applied for foundation implementations and permits to install below-ground utilities under the structure. It was part of a 64,000-square foot expansion of GA 4.5, as the Model Y had become Tesla’s most popular vehicle. It was also the only factory building the Model Y at the time.
Tesla has now filed to build yet another “temporary exterior tent,” according to filings seen by Teslarati. The company does not plan to utilize it for automotive production, at least not directly. Instead, the tent will provide coverage for tools, likely so they can be moved outside the production space but still be nearby and protected. The project’s cost is listed as $140,000.
Space and storage have been an issue for Tesla at the Fremont factory. A Morgan Stanley note from earlier this year indicated that Tesla was extremely confined in the factory, and expansion seemed like the only obvious option.
Tesla is considering a significant expansion of its Fremont Factory
Of course, Tesla is expanding with other factories, but Fremont is its longest-standing automotive manufacturing property. It is the only factory Tesla has producing all four vehicles, and the company has discussed expanding the property considerably. Elon Musk said earlier this year that Tesla was considering making the factory larger to accommodate more production. Teslarati reported on filings and drone footage that revealed Tesla may be taking early steps to make Fremont considerably larger so it can build more vehicles.
Battery Manufacturing Equipment Line Update
In late August, we reported that Tesla had filed to build a battery manufacturing equipment line on the second floor of the Fremont Factory. The project was valued at $1.5 million.
Tesla said in the filing:
“NEW BATTERY MANUFACTURING EQUIPMENT LINE ON 2ND FLOOR OF MAIN ASSEMBLY BUILDING. THIS PERMIT APPLICATION RELATES TO THE MODULE PORTION OF THE LINE.”
Another filing with the City of Fremont reveals Tesla is making progress on the project. It is now moving forward with the site plan, including the equipment layout, exhaust, power for the equipment, and a process piping plan. Tesla reiterated this project is taking place on the second floor:
“This project is located on the second floor of assembly building. Package will include equipment layout, tool anchorage plan, exhaust, power for equipment, and process piping plan.”
This filing is separate from the previous one and also has a cost of $1.5 million.
Model S and Model X manufacturing equipment upgrades
Tesla has also made numerous upgrades on the Model S and Model X production lines. On August 23, Tesla installed new rocker cell tools, and associated utilities which are automated arms used in production.
On September 20, Tesla also filed to install a new SubFrame Lift Assist, which “will help improve production associates’ ergonomic safety,” the automaker said in the filing.
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News
Tesla Model Y L’s new features flexed at unveiling event at Diner
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
Elon Musk
Tesla CEO Elon Musk denies ridiculous Gigafactory Shanghai rumor
Tesla CEO Elon Musk took to his social media platform X on Thursday night to deny a ridiculous rumor regarding the sale of the company’s Chinese vehicle production plant, Gigafactory Shanghai.
On Thursday, the Wall Street Journal, citing sources familiar with the matter, claimed in a scathing new report that Tesla was exploring a potential sale of the entire China business in an effort to help bolster a potential merger between SpaceX and Tesla.
Musk immediately denied the rumor not once but twice, initially calling it “fake news,” and then calling it “absurdly fake news” in a separate post just a few moments later:
This is fake news
— Elon Musk (@elonmusk) July 31, 2026
The original poster of the Wall Street Journal article that Musk saw deleted the initial post sharing the headline and the rumored sale of Tesla’s China business.
This has never even come up in a discussion ever.
Absurdly fake news.
People should assume news is fake until proven otherwise.
— Elon Musk (@elonmusk) July 31, 2026
The report seemed absolutely and unequivocally false to begin with; Tesla’s business in China is among the most important pieces of the company’s business. Not only does the factory supply vehicles for the domestic market, but also for various other markets in Asia and Europe.
China is also one of the largest automotive markets in the world, and Tesla has performed well there despite the robust competition.
The speculation regarding a Tesla and SpaceX merger has started to gain steam this year as the space exploration company went public just a month ago. There has been speculation that Musk will bridge all of his companies under one “umbrella company,” and analysts believe this could happen before the end of the decade.
The Tesla and SpaceX merger everyone is talking about is quietly building
This is the latest iteration of Musk’s very evident war on mainstream media. Reports regarding any of Musk’s companies are quick to get the dreaded “false” or “fake news” response from the CEO when they are unfounded.
Elon Musk
Tesla AI boss reveals how big Optimus is going to get
Tesla’s Optimus chief corrected himself on X, confirming a staggering 10 million robot production target.
Tesla’s Optimus program has a new number attached to it, after Ashok Elluswamy, the executive who has run the humanoid robot program since June 2025, posted a three word correction on X Thursday, “Correction, 10 million robots.”
The line clarifies the long term annual capacity Tesla is building toward its planned second Optimus production line at Gigafactory Texas, a figure Musk has cited repeatedly since last year’s shareholder meeting.
The scale is worth noting, because ten million robots a year would mean Tesla building more units annually than most countries sell in new cars. Tesla has framed this as a second line, not the first. The buildout is happening in two phases: a roughly one million unit per year line inside Tesla’s Fremont factory, installed on the floor space vacated when Model S and Model X production ended earlier this year, and a much larger dedicated facility under construction at Giga Texas that broke ground on its first steel structure in May. That Texas facility is the one Elluswamy’s correction refers to, and is expected to reach volume production sometime in 2027.
Correction, 10 million robots https://t.co/0z4nyQNTzp
— Ashok Elluswamy (@aelluswamy) July 30, 2026
Tesla Optimus project fires up as Musk sees production line progress
Elluswamy took over Optimus from Milan Kovac last summer and has spent the months since talking up the program’s trajectory. Elon Musk has also floated the ten million figure at Tesla’s 2025 shareholder meeting.
Ending Model S and Model X production to make room for the first Optimus line was one of the more consequential manufacturing decisions in the company’s recent history, retiring two flagship vehicles in favor of a robot that has yet to enter mass production. Musk has previously estimated per unit production costs at $20,000 to $25,000 once Tesla reaches a million units a year, though he hasn’t said what that cost looks like at ten times the volume.

