News
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
Tesla has officially launched public Robotaxi rides in Austin, Texas, without a Safety Monitor in the vehicle, marking the first time the company has removed anyone from the vehicle other than the rider.
The Safety Monitor has been present in Tesla Robotaxis in Austin since its launch last June, maintaining safety for passengers and other vehicles, and was placed in the passenger’s seat.
Tesla planned to remove the Safety Monitor at the end of 2025, but it was not quite ready to do so. Now, in January, riders are officially reporting that they are able to hail a ride from a Model Y Robotaxi without anyone in the vehicle:
I am in a robotaxi without safety monitor pic.twitter.com/fzHu385oIb
— TSLA99T (@Tsla99T) January 22, 2026
Tesla started testing this internally late last year and had several employees show that they were riding in the vehicle without anyone else there to intervene in case of an emergency.
Tesla has now expanded that program to the public. It is not active in the entire fleet, but there are a “few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors,” Ashok Elluswamy said:
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time. https://t.co/ShMpZjefwB
— Ashok Elluswamy (@aelluswamy) January 22, 2026
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi program also operates in the California Bay Area, where the fleet is much larger, but Safety Monitors are placed in the driver’s seat and utilize Full Self-Driving, so it is essentially the same as an Uber driver using a Tesla with FSD.
In Austin, the removal of Safety Monitors marks a substantial achievement for Tesla moving forward. Now that it has enough confidence to remove Safety Monitors from Robotaxis altogether, there are nearly unlimited options for the company in terms of expansion.
While it is hoping to launch the ride-hailing service in more cities across the U.S. this year, this is a much larger development than expansion, at least for now, as it is the first time it is performing driverless rides in Robotaxi anywhere in the world for the public to enjoy.
Tesla has scheduled its Earnings Call for Q4 and Full Year 2025 for next Wednesday, January 28, at 5:30 p.m. EST, and investors are already preparing to get some answers from executives regarding a wide variety of topics.
The company accepts several questions from retail investors through the platform Say, which then allows shareholders to vote on the best questions.
Tesla does not answer anything regarding future product releases, but they are willing to shed light on current timelines, progress of certain projects, and other plans.
There are five questions that range over a variety of topics, including SpaceX, Full Self-Driving, Robotaxi, and Optimus, which are currently in the lead to be asked and potentially answered by Elon Musk and other Tesla executives:
- You once said: Loyalty deserves loyalty. Will long-term Tesla shareholders still be prioritized if SpaceX does an IPO?
- Our Take – With a lot of speculation regarding an incoming SpaceX IPO, Tesla investors, especially long-term ones, should be able to benefit from an early opportunity to purchase shares. This has been discussed endlessly over the past year, and we must be getting close to it.
- When is FSD going to be 100% unsupervised?
- Our Take – Musk said today that this is essentially a solved problem, and it could be available in the U.S. by the end of this year.
- What is the current bottleneck to increase Robotaxi deployment & personal use unsupervised FSD? The safety/performance of the most recent models or people to monitor robots, robotaxis, in-car, or remotely? Or something else?
- Our Take – The bottleneck seems to be based on data, which Musk said Tesla needs 10 billion miles of data to achieve unsupervised FSD. Once that happens, regulatory issues will be what hold things up from moving forward.
- Regarding Optimus, could you share the current number of units deployed in Tesla factories and actively performing production tasks? What specific roles or operations are they handling, and how has their integration impacted factory efficiency or output?
- Our Take – Optimus is going to have a larger role in factories moving forward, and later this year, they will have larger responsibilities.
- Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
- Our Take – This is a good one and should get us some additional information on the FSD transfer plans and Subscription-only model that Tesla will adopt soon.
Tesla will have its Earnings Call on Wednesday, January 28.
Elon Musk shared an incredible detail about Tesla Cybercab’s potential efficiency, as the company has hinted in the past that it could be one of the most affordable vehicles to operate from a per-mile basis.
ARK Invest released a report recently that shed some light on the potential incremental cost per mile of various Robotaxis that will be available on the market in the coming years.
The Cybercab, which is detailed for the year 2030, has an exceptionally low cost of operation, which is something Tesla revealed when it unveiled the vehicle a year and a half ago at the “We, Robot” event in Los Angeles.
Musk said on numerous occasions that Tesla plans to hit the $0.20 cents per mile mark with the Cybercab, describing a “clear path” to achieving that figure and emphasizing it is the “full considered” cost, which would include energy, maintenance, cleaning, depreciation, and insurance.
Probably true
— Elon Musk (@elonmusk) January 22, 2026
ARK’s report showed that the Cybercab would be roughly half the cost of the Waymo 6th Gen Robotaxi in 2030, as that would come in at around $0.40 per mile all in. Cybercab, at scale, would be at $0.20.
Credit: ARK Invest
This would be a dramatic decrease in the cost of operation for Tesla, and the savings would then be passed on to customers who choose to utilize the ride-sharing service for their own transportation needs.
The U.S. average cost of new vehicle ownership is about $0.77 per mile, according to AAA. Meanwhile, Uber and Lyft rideshares often cost between $1 and $4 per mile, while Waymo can cost between $0.60 and $1 or more per mile, according to some estimates.
Tesla’s engineering has been the true driver of these cost efficiencies, and its focus on creating a vehicle that is as cost-effective to operate as possible is truly going to pay off as the vehicle begins to scale. Tesla wants to get the Cybercab to about 5.5-6 miles per kWh, which has been discussed with prototypes.
Additionally, fewer parts due to the umboxed manufacturing process, a lower initial cost, and eliminating the need to pay humans for their labor would also contribute to a cheaper operational cost overall. While aspirational, all of the ingredients for this to be a real goal are there.
It may take some time as Tesla needs to hammer the manufacturing processes, and Musk has said there will be growing pains early. This week, he said regarding the early production efforts:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor
Tesla Earnings Call: Top 5 questions investors are asking
