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Tesla Gigafactory Texas construction plans revealed in permit documents

Tesla Gigafactory Texas Construction Update - 9/16/2020 (Credit: Joe Tegtmeyer/YouTuber

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Tesla’s construction plans for its newest Gigafactory in Texas were recently revealed on the City of Austin’s official website. In documents filed during the permit process, the shape of the factory itself and specific locations for several landscape features were confirmed. This new information provides a solid basis for comparison to track the step-by-step building process of the future Cybertruck and Semi factory location.

Tesla owner and enthusiast Joe Tegtmeyer has been publishing drone footage of Giga Texas progress updates on his YouTube channel since the first construction vehicles entered the site, and these latest permit images and annotations come courtesy of those efforts. In a video uploaded on September 15th, Tegtmeyer added overlays to drone footage to help viewers identify the features indicated in Tesla’s permit documents. Of particular note were the outlines of the Gigafactory foundation on the site, two switchyards (one temporary), and several water retention ponds to control rainfall that’s typical for the Austin area.

In the flyover update itself, Gigafactory construction does appear to continue its fast-paced progress as expected. A new clearing revealed an old house that will most likely be demolished, and as Tegtmeyer detailed in the video’s notes, it looks as though GeoPier work is being done in the northern part of the site. Efforts to fill in and level where the main factory foundation will go were also underway in the central parts of that area, and construction activity looked to be still drying and filling out the northwestern corner of the main building region where the building’s shape isn’t quite complete.

In related news, Tesla presented a rough time frame for the upcoming Cybertruck and Semi factory location in its “Travis County Colorado River Project Partner Pre‐Qualification Presentation,” which is another document recently published on the City of Austin’s official page. Giga Texas estimates a first “dry-in” by December 30th of this year, and a first “substantial completion” is scheduled for May 2021. If completed as planned, this ambitious schedule will be an amazing feat for such a mammoth-sized construction project. Given that work is being done nearly 24/7 and without much regard for weather, the efforts are the very least well-directed.

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The Tesla Semi and Cybertruck are not the only vehicles expected to be produced at the electric car manufacturer’s Gigafactory Texas complex. During this year’s second-quarter earnings call, CEO Elon Musk stated that the upcoming facility would also be producing the Model 3 sedan and its sibling, the Model Y crossover. Musk additionally detailed that vehicles produced in Texas would be slotted for customers residing in the eastern United States.

Tesla’s newest Gigafactory in Texas also has the potential to house the company’s next-generation vehicle production systems, given the technology developments in play for the Semi and Cybertruck. For example, the electric pickup will not have a stamping area due to the vehicle’s use of steel and XY design, so a unique production line is expected there. Additionally, the Model Y line will likely utilize the company’s “Giga Press,” a huge machine that could give the all-electric crossover a rear body comprised of a single piece.

You can watch Joe Tegtmeyer’s full September 15th Giga Texas update below:

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Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Tesla Cybercab launch is imminent after latest sighting at Giga Texas

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Credit: Joe Tegtmeyer | X

Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.

The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.

Today, things were a bit different.

Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.

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Giga Texas drone operator Joe Tegtmeyer noticed the change today:

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Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.

The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.

Tesla Cybercab specs revealed: range, curb weight, range ratings, and more

The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.

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It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:

Tesla’s Robotaxi dreams just took a massive step toward reality

We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.

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Elon Musk says this part of Tesla ‘makes no sense’

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Justin Pacheco, Public domain, via Wikimedia Commons

Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.

SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.

These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.

Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.

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Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.

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Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.

Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook

However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.

Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.

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Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.

The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.

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Tesla Full Self-Driving faces major pushback in Europe

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Credit: Tesla

A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.

The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.

TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.

Tesla Full Self-Driving gets first-ever European approval

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Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.

Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.

TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of ​vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.

This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.

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This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.

However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.

Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.

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