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Tesla Giga Texas production moves closer as paint shop machinery arrives
The initial production runs at Tesla’s Giga Texas facility are moving closer to reality. A new drone video from a local resident shows Giga Texas’s paint shop facility is set to begin construction soon as paint application machinery has arrived on site.
With Tesla scheduled to begin production at Giga Texas later this year, crews are on-site daily to complete what will be Tesla’s largest production facility to date. One of Giga Texas’s primary focuses is completing the work of the main structure, which appears to be coming along at a reasonably fast pace, something Tesla has displayed at its other manufacturing facilities in China and Germany. With Giga Texas several months into construction, specific areas of the facility are beginning to be erected as the first production runs move closer with every passing day.
A new shipment of containers was spotted at the facility on Monday evening by YouTube channel Terafactory Texas, who spotted seven large boxes that appear to be housing several elements of what will be the Giga Texas paint shop.
Three of the containers say “TC Mod, while three others say “E-Coat.” The final container says “Top Coat,” meaning all seven containers are likely headed to the paint shop as their descriptions align with machinery that would be found within an automotive paint application facility.
E-Coat, or electrocoating, also known as electropainting in some regions, is a process used in automotive paint shops everywhere. For several years, Tesla has used this process as evidence points to a 2012 blog post from the electric car manufacturer.
Credit: Terafactory Texas | YouTube
The company detailed its paint process to ensure quality and corrosion protection:
“First, a Body-in-White is submerged into our pre-treatment bath where the aluminum gets prepared for its first treatment layer. We then dip Model S into a 75,000-gallon tank of advanced electro-coating solution to enhance the appearance of subsequent paint layers. After this e-coat dip, the car goes through a 350° F oven to ensure a “baked on” protection against corrosion.”
E-Coating is a process that has been used for around 50 years, according to ClearClad.com. Originally used to apply an anti-corrosive coating to steel car bodies, the process is now used for various consumer goods like hardware, jewelry, eyeglass frames, and giftware, among several other things. Electrical activity around the vehicle’s surface makes paint resin stick directly to a surface, creating a strong bond between the car and the paint.
TC Mod could stand for “temperature control module,” which would indicate that these containers are carrying HVAC units that are ideal for paint shops. In order for paint to have a strong bond and set correctly on an automotive body, it must be applied and dried in certain conditions. These modules would ensure that Tesla’s paint application process is done at correct temperatures, eliminating any possibility of a weak paint application.
Tesla has worked extremely hard to improve the quality of its paint shops. After paint quality was among the most common complaints from owners, Tesla managed to revamp its facility at the Fremont factory last year as the pandemic slowed production. Several applications acquired by Teslarati showed that Tesla was working to increase fire protection efforts within the paint shop, among some other projects. It worked, as the paint has improved according to some owners, including veteran teardown expert Sandy Munro, who was extremely impressed with the quality of his Model 3’s paint job during a recent drive across the country.
Giga Texas is expected to handle Model 3 and Model Y production for the Eastern half of North America. It will also manufacture the Tesla Cybertruck in either late 2021 or early 2022.
https://youtu.be/N2WG8BoD4c0
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
NHTSA just escalated its Tesla Cybercab investigation in a big way
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
