Update: Elon Musk told Teslarati the expansion plans will accommodate Tesla Giga Texas’s “ecological paradise.” Headline and paragraphs have been revised and updated to reflect accuracy based on Musk’s details.
Ecological paradise plans from south portion of Giga Texas to river look great, however we must first get the factory financially on its feet
— Elon Musk (@elonmusk) September 21, 2022
Tesla has revised its application for Giga Texas to reveal a potential 500,000 square foot expansion of the automaker’s electric vehicle production factory located outside of Austin. Tesla added 12 acres to the site’s limits of construction, while adding 522,720 feet of space to the limit. CEO Elon Musk told Teslarati the expansion will accommodate the automaker’s plans for an “ecological paradise” at the factory.
Teslarati discovered Tesla has officially filed a revised application with the City of Austin’s Housing and Planning Department on September 20. The City noted that “[Tesla] is proposing Revision to previously approved Site Plan.”
Credit: City of Austin
Upon inspection of the new filing and comparing it to the old filling, Tesla is proposing a change to the Giga Texas site plan by expanding the limits of construction. The acreage in the previous application was listed at 268. The new application lists it at 280.
Additionally, the square footage of the factory is set to expand by 500,000 square feet. The previous application lists the limits of square footage at 11,674,080. The revised application filed by Tesla yesterday pushes the square footage limit to 12,196,800.
Tesla’s original site plan for Gigafactory Texas (Credit: City of Austin)
Tesla’s revised site plan for Gigafactory Texas (Credit: City of Austin)
Musk told Teslarati in a series of Tweets that the area from the South end of Giga Texas to the Colorado River “really will be next-level great & open to public!”
Area from south Giga to river really will be next-level great & open to public!
— Elon Musk (@elonmusk) September 21, 2022
Additionally, Musk told us the initial plans for a boardwalk are still a go for the long-term and will stretch to downtown Austin.
Long-term goal is a boardwalk with amenities that goes all the way to downtown Austin, so you can walk, bike or kayak
— Elon Musk (@elonmusk) September 21, 2022
Tesla says Gigafactory Texas covers over 250 acres of land and has over 10,000,000 square feet of factory floor, so the applications both line up with the company’s description of the factory on its website.
Gigafactory Texas currently builds 250,000 vehicles annually, according to Tesla’s most recent Shareholder Deck. However, the factory opened earlier this year and is not fully ramped. A few days ago, Tesla announced that the factory had built its 10,000th Model Y. Eventually, Gigafactory Texas is expected to build upwards of 500,000 vehicles annually.
Tesla has plans to produce the Cybertruck at Gigafactory Texas sometime next year. The vehicle had its design finalized earlier this year, Musk said.
This filing follows several other Gigafactory Texas expansion projects, which Tesla has planned for in the past year. In late June, Tesla filed to expand General Assembly 2 and General Assembly 3 by 500,000 square feet. Additionally, Tesla filed in mid-July to build on a 68.11-acre plot adjacent to the factory. It was listed as a “Production Support Area.”
The most recent development took place in mid-August when Tesla’s application to build a massive battery energy storage system (BESS) project at Gigafactory Texas was approved. The project is listed as a 53.27-acre land plot that will house Tesla Megapacks to support the energy grid by storing excess energy produced by solar panels.
While Tesla did file for an expansion of acreage and square footage, it doesn’t mean that it will expand the factory in the near future. Tesla could be preparing to give itself more real estate to work with in the future, especially if it plans to add even more elements to the Giga Texas campus.
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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
