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Tesla Giga Berlin employees bid farewell to ‘Mister Gigafactory’
Tesla employees that are working at the company’s Giga Berlin project in Germany are bidding farewell to Evan Horetsky, the company’s manager for the site.
Tesla reportedly relieved Giga Berlin Horetsky from his position on Thursday. The reasons for his dismissal are currently unknown.
However, last week, Tesla’s Global Supply Manager of Construction, Michaela Schmitz, was already saying her goodbyes to Horetsky. “it was my honor to work for and with you. We will finish it for you, Giga Meister. Take care!!” she said on one of Horetsky’s LinkedIn posts.
According to Rbb24, a German media site, people close to the Giga Berlin project stated that Horetsky was relieved of his duties. Some are speculating it is because of the water bill fiasco that took place last week.
However, Schmitz’s post was published on Horetsky’s LinkedIn before the water bill issue took place. This indicates that Horetsky may have been let go before the water was shut off at the construction site, and could be an indication of why the bill wasn’t paid.
Teslarati reported the rumors of a water shutoff at the Giga Berlin site. However, the water was still seen running normally, and the project never halted, local sources said.
I was at the GIGABERLIN at 17:00 pm
and could see that the cement mixing plant was still working and cement transporters were cleaned, WITH WATER.
it looks like the water is running.!!!! pic.twitter.com/LYLdHZ9g0Z— Gigafactory Berlin News (@Gf4Tesla) October 15, 2020
However, the report from Rbb24 says that the Strausberg Erkner water association did have a past due amount that went unpaid. Tesla paid the balance, and the water service was reactivated shortly after.
The site reported:
“Last week, the Strausberg Erkner Tesla water association had temporarily shut off the construction water because a payment deadline had expired. After the money was received, the water ran again.”
While the water bill was quickly taken care of because there appeared to be no interruption in Giga Berlin’s construction, the project manager’s responsibility would likely be to ensure that no possibility of interruptions could occur. This starts with the routine paying of bills that keep the site operating as usual.
If Horetsky was let go on early last week, there may have been nobody to handle paying the bill, which could be the reason as to why the water was shut off at the site temporarily.
Interestingly, Horetsky has supervised other Tesla projects, including the completion of Tesla Gigafactory 1 in Sparks, Nevada, and the initial construction phases of Giga Shanghai in China. Horetsky also oversaw the Fremont plant’s preparations for vehicle production. It is possible that Horesky could be assisting with other Tesla projects, as Giga Texas is also in its construction stages.
During Tesla’s Q3 Earnings Call on Wednesday, October 21st, the company outlined the timeline for Giga Berlin’s first phases of production, which are expected to begin in Summer 2021.
The company said in its Update Letter:
“Construction of the Gigafactory in Berlin continues to progress rapidly. Buildings are under construction, and equipment move-in will start over the coming weeks. At the same time, the Giga Berlin team continues to grow. Production is expected to start in 2021.”
According to Tesla’s Senior VP of Powertrain and Energy Engineering Drew Baglino, Giga Berlin’s initial ramp will require assistance from its pilot 4680 battery cell production line in Fremont.
Tesla’s pilot 4680 battery cell line in CA will support Giga Berlin’s initial ramp
“We will incorporate 4680 design solutions into many applications in time across both energy and vehicle, and we can use our pilot production facility in Fremont to support the new factory in Berlin as it ramps,” Baglino said.
Tesla will introduce the Model Y to Giga Berlin’s production lines initially but plans to manufacture other vehicles at the German plant in the future.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
