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Tesla’s 4680 battery plant in Germany shouldn’t delay Giga Berlin’s initial production dates
Tesla’s Giga Berlin production facility is going to have a 4680 battery cell manufacturing plant on site. While some media outlets claim a delay in the Giga Berlin timeline should be expected due to the battery facility being added onto Tesla’s application, there isn’t any evidence to indicate that Tesla’s electric vehicles will be produced any later than the company expects.
The Tesla Giga Berlin production plant project has been one of the most anticipated vehicle manufacturing facilities in recent memory. But what started as Tesla’s way to introduce its products on a wider scale to the European market has become a long and drawn-out game of chess between the California automaker and German regulators. The most recent move in the plans occurred several days ago when Tesla finally decided to add its planned 4680 battery cell manufacturing plant to its application, bringing on the idea that the car company would be able to produce and install its own in-house batteries into its industry-leading electric cars.
However, the inclusion of the cell manufacturing plant in the newly revised application gives some the idea that Tesla’s project in Germany could sustain further delays. However, Teslarati sources in Germany say that the project shouldn’t incur any further delays; it will just require more deliberation on the part of the German authorities, who have the ultimate say in the project’s progress. While Tesla executives have recently voiced their discontent for the timeliness of the approval process, the sources indicate that German regulators are already talking about the inclusion of the 4680 battery factory at the Giga Berlin property, meaning the process, while deliberate, shouldn’t affect Tesla’s timeframes for initial EV production.
Tesla’s 4680 battery cells were unveiled at the company’s Battery Day in September 2020. The cells differ greatly from the 2170 cells by offering more energy, range, and power through numerous developments made by Tesla’s battery cell team.
Tesla originally planned to have Giga Berlin up and running later this year, and Summer 2021 was a timeframe that was commonly mentioned within the automaker’s plans. However, the ultimate authority who has the final say in when the electric vehicle manufacturing facility is the State Environmental Agency, who will now have to backtrack slightly as the application for Tesla’s production plant will need revisions due to the newly-included 4680 cell building will need to be considered. There is no separate application for the 4680 plant. Instead, it is simply added to the already-existing “master” application for the Giga Berlin facility.
“If this additional investment now flows into the permit application, it goes without saying that the application documents must be revised, and then the approval authorities have the last word,” Dietmar Woidke, Brandenburg’s Prime Minister, said, according to Automobilewoche. “We are well-advised to do everything we can to ensure that the entire permit for car production in Grünheide runs in a legally secure manner. The further process is currently being discussed.”
Tesla Giga Berlin’s battery factory deemed “very important” investment by minister
Woidke is a supporter of Tesla’s project and called the inclusion of the battery plant “positive news” for Germany as a whole. The plant, when finished, will provide a substantial number of employment opportunities for German citizens and will provide a healthy economic impact in the area.
German regulators have already taken their time with preliminary approvals for the facility due to refined and deliberate examinations of all elements involved. Tesla has been doing all of the work on the property without anything more than these preliminary approvals. Effectively, Tesla is running an “at-your-own-risk” construction project in Germany, and if regulators decide in a few months they do not want an electric vehicle manufacturing plant to operate in the area, Tesla will be required to bring the land back to its original state, assuming all financial risk. This scenario, while relatively unlikely, would be a blow not only to Tesla but the electric vehicle movement as a whole, as the largest EV company in the world would be extracted from the largest EV market in the world.
Tesla has likely come to the conclusion that the Summer production and delivery timeframe is not going to be achieved. In its latest Earnings Call Update Letter that was released on Monday, April 26th, the company said:
“In Europe, buildout of Gigafactory Berlin is continuing to move forward, with production and deliveries remaining on track for late 2021. Machinery for paint, stamping, castings, etc., continues to be moved into the building. In the meantime, we will continue to increase import volumes to Europe.”
However, the 4680 cell plant shouldn’t prolong Tesla’s initial vehicle manufacturing efforts. While the initial timeframes for vehicle production have been pushed back from the Summer to the end of the year, there is plenty of evidence to suggest that the 4680 plant’s inclusion will simply prolong Tesla’s construction efforts, and not necessarily the initial production effort’s start date.
Tesla stock (NASDAQ: TSLA) just got a price target boost from its biggest bear, Gordon Johnson of GLJ Research, who raised his expected trading level to one that is 95 percent lower than its current trading level.
Johnson pushed his Tesla price target from $19.05 to $25.28 on Wednesday, while maintaining the ‘Sell’ rating that has been present on the stock for a long time. GLJ has largely been recognized as the biggest skeptic of Elon Musk’s company, being particularly critical of the automotive side of things.
Tesla has routinely been called out by Johnson for negative delivery growth, what he calls “weakening demand,” and price cuts that have occurred in past years, all pointing to them as desperate measures to sell its cars.
Johnson has also said that Tesla is extremely overvalued and is too reliant on regulatory credits for profitability. Other analysts on the bullish side recognize Tesla as a company that is bigger than just its automotive side.
Many believe it is a leader in autonomous driving, like Dan Ives of Wedbush, who believes Tesla will have a widely successful 2026, especially if it can come through on its targets and schedules for Robotaxi and Cybercab.
Justifying the price target this week, Johnson said that the revised valuation is based on “reality rather than narrative.” Tesla has been noted by other analysts and financial experts as a stock that trades on narrative, something Johnson obviously disagrees with.
Dan Nathan, a notorious skeptic of the stock, turned bullish late last year, recognizing the company’s shares trade on “technicals and sentiment.” He said, “From a trading perspective, it looks very interesting.”
Tesla bear turns bullish for two reasons as stock continues boost
Johnson has remained very consistent with this sentiment regarding Tesla and his beliefs regarding its true valuation, and has never shied away from putting his true thoughts out there.
Tesla shares closed at $431.40 today, about 95 percent above where Johnson’s new price target lies.
News
I subscribed to Tesla Full Self-Driving after four free months: here’s why
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
I have been lucky enough to experience Tesla Full Self-Driving for the entire duration of my ownership experience for free — for four months, I have not had to pay for what I feel is the best semi-autonomous driving suite on the market.
Today, my free trial finally ran out, and I had two choices: I could go without it for a period until I felt like I absolutely needed it, or I could subscribe to it, pay $99 per month, and continue to experience the future of passenger transportation.
I chose the latter, here’s why.
Tesla Full Self-Driving Takes the Stress Out of Driving
There are a handful of driving situations that I don’t really enjoy, and I think we all have certain situations that we would just rather not encounter. This is not to say that I won’t ever experience them as someone who has driven a car for 15 years (it feels weird saying that).
I don’t love to drive in cities; I really don’t like driving on I-695 on my way to Baltimore, and I truly hate parallel parking. All three things I can do and have done, all three within the past few weeks, too.
It takes all the stress out of city driving pic.twitter.com/q0SPPrH4HU
— TESLARATI (@Teslarati) December 4, 2025
However, if I can avoid them, I will, and Tesla Full Self-Driving does that for me.
Tesla Full Self-Driving Eliminates the Monotony
I drive to my alma mater, Penn State University, frequently in the Winter as I am a season ticket holder to Wrestling and have been for 16 years now.
The drive to State College is over two hours and over 100 miles in total, and the vast majority of it is boring as I travel on Rt 322, which is straight, and there is a lot of nature to look at on the way.
I am willing to let the car drive me on that ride, especially considering it is usually very low traffic, and the vast majority of it is spent on the highway.
The drive, along with several others, is simply a boring ride, where I’d much rather be looking out the windshield and windows at the mountains. I still pay attention, but having the car perform the turns and speed control makes the drive more enjoyable.
Tesla Full Self-Driving Makes Navigating Easier
Other than the local routes that I routinely travel and know like the back of my hand, I’ve really enjoyed Full Self-Driving’s ability to get me to places — specifically new ones — without me having to constantly check back at the Navigation.
Admittedly, I’ve had some qualms with the Nav, especially with some routing and the lack of ability to choose a specific route after starting a drive. For example, it takes a very interesting route to my local Supercharger, one that nobody local to my area would consider.
But there are many times I will go to a new palce and I’m not exactly sure where to go or how to get there. The Navigation, of course, helps with that. However, it is really a luxury to have my car do it for me.
To Conclude
There was no doubt in my mind that when my Full Self-Driving trial was up, I’d be subscribing. It was really a no-brainer. I am more than aware that Full Self-Driving is far from perfect, but it is, without any doubt, the best thing about my Tesla, to me.
It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.
🚨 How I’ve gotten Tesla Full Self-Driving for free…until now
Watch me subscribe to Tesla FSD! https://t.co/bjK7EEOptR pic.twitter.com/cs5CmN5PdJ
— TESLARATI (@Teslarati) January 7, 2026
The Tesla Diner has been subject to many points of criticism since its launch in mid-2025, and skeptics and disbelievers claim the company’s latest novel concept is on its way down, but there’s a lot of evidence to state that is not the case.
The piece cites anecdotal evidence like empty parking lots, more staff than customers during a December visit, removed novelty items, like Optimus robot popcorn service and certain menu items, the departure of celebrity chef Eric Greenspan in November 2025, slow service, high prices, and a shift in recent Google/Yelp reviews toward disappointment.
The piece frames this as part of broader Tesla struggles, including sales figures and Elon Musk’s polarizing image, calling it a failed branding exercise rather than a sustainable restaurant.
This narrative is overstated and sensationalized, and is a good representation of coverage on Tesla by today’s media.
Novelty Fade is Normal, Not Failure
Any hyped launch, especially a unique Tesla-branded destination blending dining, Supercharging, and a drive-in theater, naturally sees initial crowds taper off after the “Instagram effect” wears down.
Tesla makes major change at Supercharger Diner amid epic demand
This is common for experiential spots in Los Angeles, especially pop-up attractions or celebrity-backed venues. The article admits early success with massive lines and social media buzz, but treats the return to normal operations as “dying down.”
In reality, this stabilization is a healthy sign of transitioning from hype-driven traffic to steady patronage.
Actual Performance Metrics Contradict “Ghost Town” Claims
- In Q4 2025, the Diner generated over $1 million in revenue, exceeding the average McDonald’s location
- It sold over 30,000 burgers and 83,000 fries in that quarter alone. These figures indicate a strong ongoing business, especially for a single-location prototype focused on enhancing Supercharger experiences rather than competing as a mass-market chain
It’s not a ghost town lol. The @Tesla Diner still had over 30,000 burger orders and 83,000 fries orders in Q4. The diner generated over $1M in revenue in Q4, a $4M annual run rate, which is more than the average McDonald’s…. pic.twitter.com/XvAGLUqxej
— Sawyer Merritt (@SawyerMerritt) January 4, 2026
Conflicting On-the-Ground Reports
While the article, and other similar pieces, describe a half-full parking lot and sparse customers during specific off-peak visits, other recent accounts push back:
- A January 2026 X post noted 50 of 80 Supercharger stalls were busy at 11 a.m., calling it “the busiest diner in Hollywood by close to an order of magnitude
TESLA DINER 🍔
Frantic!!!
Crazy busy. pic.twitter.com/wMbmr8SFFn
— Rich & Sharon (@HullTeslaModel3) January 4, 2026
- Reddit discussions around the same time describe it as not empty when locals drive by regularly, with some calling the empty narrative “disingenuous anti-Tesla slop.”
When we visited it last week it was packed. We had to wait to enter, get a table and go to the restroom. We were lucky to find a spot to charge.
— Rani G (@ranig) January 4, 2026
Bottom Line
The Tesla Diner, admittedly, is not the nonstop circus it was at launch–that was never sustainable or intended. But, it’s far from “dying” or an “empty pit stop.”
It functions as a successful prototype: boosting Supercharger usage, generating solid revenue, and serving as a branded amenity in the high-traffic EV market of Los Angeles.
Tesla price target boost from its biggest bear is 95% below its current level
I subscribed to Tesla Full Self-Driving after four free months: here’s why
