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Tesla adds another mysterious tent to the Fremont factory

Credit: Ryan Ferrin | YouTube

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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 2021Teslarati 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.

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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.”

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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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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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SpaceX Starship Flight 13 faces wrath of the Texas skies

SpaceX pushed Starship Flight 13 to Friday, blaming weather instead of the previous engine issues.

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SpaceX called off Thursday’s launch attempt of Starship Flight 13, pushing the mission to Friday because of weather tied to Tropical Storm Bertha. The company confirmed the delay on X, noting “Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather. A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won’t be possible with today’s weather conditions.”

This is the second delay for Flight 13 in two weeks. SpaceX first tried to launch the mission on July 16, but the countdown ended in an automated abort at T-0 when four of Super Heavy Booster 20’s 33 Raptor engines failed to ignite. Musk said at the time that two Raptors would need to be removed and replaced, as Teslarati reported. The company spent the following week destacking Ship 40 and Booster 20, swapping engines, and running leak checks before restacking the vehicle on Pad 2 Wednesday night, according to Spaceflight Now’s live coverage.

Elon Musk debunks $52 billion SpaceX-NVIDIA GPU deal

 

Unlike the engine problem, Thursday’s delay has nothing to do with the hardware. SpaceX wants clean footage of Starship’s heat shield captured from the ground as the vehicle flies through max dynamic pressure, something the storm’s cloud cover over South Texas would not allow. The company said visibility should improve for Friday’s attempt, with the same 90 minute window opening at 5:45 p.m. CT.

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Flight 13 will be the second outing for the V3 versions of Starship and Super Heavy, following their debut on Flight 12 in May. The mission carries 20 production Starlink V3 satellites, the first time SpaceX has flown operational satellites rather than mass simulators on Starship. Six of those satellites are fitted with cameras to inspect the heat shield from a different angle during ascent, giving engineers a second data source beyond the ground imagery the weather is currently blocking.

Booster 20 will attempt a boostback burn and a splashdown landing burn in the Gulf of America, while Ship 40 follows a suborbital trajectory toward a landing in the Indian Ocean. The flight plan largely mirrors Flight 12, though the booster will run a more aggressive ascent burn after max Q this time, and the ship’s heat shield includes load sensing tiles meant to measure stress at the higher dynamic pressure SpaceX is targeting.

If Friday’s attempt succeeds, Flight 13 could be the last suborbital test in the program. SpaceX is already looking to push for an orbital flight on Flight 14.

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Investor's Corner

Tesla stock tumbles after earnings, one of its sharpest single-day declines

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Credit: Tesla

Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.

The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.

The losses on capex were expected, as Tesla said it would be spending heavily in 2026.

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Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.

The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.

Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.

Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.

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Elon Musk

Elon Musk is not happy about this Tesla Full Self-Driving approval delay

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Credit: Tesla

Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.

Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.

Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.

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While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.

Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.

Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.

Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.

France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.

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Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.

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