Tesla recently appointed Andre Thierig as the new head of Gigafactory Berlin. He has taken over for Evan Horetzky, who was abruptly let go for unknown reasons, as site manager of site. Considering that Thierig was previously in charge of the revolutionary paint shop at Giga Berlin, his appointment may be a step forward for the facility’s construction, which is slated to start Model Y production by 2021.
Andre Thierig signed the application Tesla submitted to Brandenburg’s State Environment Agency for further deforestation at Giga Berlin’s construction site on October 12. Tagesspiegel stated that Thierig was officially appointed as the “Head of Gigafactory (Berlin)” at the beginning of November.
Economics Minister Jörg Steinbach (SPD) suggested that Gigafactory Berlin’s construction would go smoothly now, stating that the project is “in calm waters” on Monday. Steinbach also noted that the volume of criticism Giga Berlin received might be disproportionate to the positive effects it could bring to the country, like economic growth. Based on one of his comments, it seems the Minister believes too much focus has been given to criticism about Giga Berlin rather than its potential positive effects on the region.
Giga Berlin’s situation seems to stand in stark contrast to Giga Texas. Officials and the community seems to have given their full support to Tesla’s Gigafactory in East Austin, which is projected to bring nearly 15,000 jobs to the state. For example, the Austin City Council approved a resolution to develop an area near Giga Texas, seemingly in preparation for the economic growth that the Cybertruck factory could bring to the area.
Giga Berlin’s construction progress under Thierig’s leadership may be evident by the work accomplished on the site since Horetsky’s exit. For the past two weeks, drone operator @G4Tesla have shared photos of Giga Berlin’s daily progress. Last Wednesday, November 11, the first bridge crane, which will help during the installation of the casting facility’s Giga Press machines, was spotted on the site. By November 14, more reinforced concrete pillars were set in the Stamping building and facade work was taking place at the area designated for the paint shop.
On Sunday, November 15, @GF4Tesla shared photos of the west side of Giga Berlin’s first building. He compared his photos with the render Elon Musk shared of the facility’s Phase 1 zone and speculated that the final facade of the building might be visible by the end of the year.
As of this writing, Tesla’s application for further deforestation is still being processed. On November 10, Postdam’s State Office for the Environment approved Gigafactory Berlin’s preliminary permit to continue construction on its casting facility and areas around the foundry. However, Tesla’s application for deforestation and the continued buildout of the paint shop is still pending.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
