As COVID-19 continues to spread throughout parts of the world, conference calls have become a staple in many people’s lives. In the midst of the pandemic last year, Elon Musk stated that video conferencing within a Tesla would “definitely [be] a future feature.” Well, Tesla Model S owner and Mass Luminosity CEO Angel Munoz decided that the future is now.
“Both my wife and I have Teslas. She drives a Model X and I drive a Model S. I just always thought what an incredible piece of real estate is right in the center there,” he told Teslarati. “You know, quite frankly, I’m not going to watch movies in my car, not going to play games in my car—and I’m a gamer. Not interested. But I will do a video conference.”
Munoz happens to be the co-creator of Beacon, a browser-based video and voice conferencing service. He did not initially plan to create Beacon for Tesla, but seemed enticed by the challenge of bringing the service to his car.
Munoz worked closely with Beacon’s Senior VP of Technology Teodor Atroshenko for almost a year to develop Beacon for Tesla. “It didn’t work in the beginning. It didn’t work at all. It took us a while,” he said.
The pair seemed to take a page right out of Elon Musk’s handbook while developing Beacon for Tesla, too. They appear to have gone all out, introducing features and specs to Beacon for Tesla, like 4K ultra high definition, 3D stereo audio, and the ability to transfer calls seamlessly from desktop to phone to Tesla’s infotainment system with a click of a button.
“Teodor and I, we took it as a personal challenge…And we didn’t have to reverse engineer anything,” he explained. “We just had to be aware of how [Tesla] restricts things. And then we created Beacon on the web in a way that it’s immediately accessible by being safe.”
In January 2021, Munoz and Atroshenko made a breakthrough and were able to successfully complete a video conference call in the CEO’s Model S. Beacon for Tesla uses the car’s mics, speakers, and video panel. However, they were not able to access Tesla’s in-cabin camera.
“So right now the way that we have it is that it syncs between the camera on your phone and the call. But we cannot access the [in-cabin] camera without permission,” Munoz stated.
Beacon is open to working with Tesla to bring the full power of its video and audio conferencing service to owners like Munoz himself. He told Teslarati that Beacon for Tesla beta has a tentative launch date set for mid-March 2021.
However, Tesla owners will still be able to use Beacon in their vehicles when it launches. Munoz explained that Tesla owners won’t have to download an app to use Beacon since it is optimized for Chromium browsers, the same engine used for Tesla browsers. So users would just have to log-in to access the service. He noted that Tesla actually saves cookies now so logging into accounts would be easier.
Munoz had one suggestion for Elon Musk about access to browser information in Teslas, though. If Munoz had the chance to talk to Musk he would say:
“Elon, keep that, but make it like you do other things on your Tesla. For example, if you’re going to open the glove compartment…you can make it that it pops a security code that you need to put in or if you want to open your car, you can make a security code. I have both, so do the same for the browser. So, the browser saves that, but before you launch the page, have that security code and then it launches the page. I would love to tell him [Elon] that’s the right way of going about that.”
The Age of the Autonomous Vehicles
Tesla has been dubbed by owners and some experts in the industry as not only the leading EV automaker, but the future leader of autonomous vehicles as well. As a long-time Tesla Model S owner, Munoz seems to understand the future Elon Musk envisions for Tesla with regards to autonomy and the Robotaxi fleet.
“Think about the possibilities. Imagine this. I have a Model 3, and let’s say that autonomous driving becomes a reality—obviously that’s still kinda up in the air,” he said.
“But let’s say that someone is being picked up in a Model 3, and something happens or something, I can call the car and [contact the passenger].” Munoz described other scenarios where an in-car Tesla video conference call would be useful as well.
His examples pointed out that autonomous vehicles would still need some sort of human interaction and communication between the car owner and the passenger. And if there’s anything the pandemic has taught us, it’s that conference calls are a good way to communicate and interact in the absence of physical presence.
The Teslarati team would appreciate hearing from you. If you have any tips, email us at tips@teslarati.com or reach out to me at maria@teslarati.com.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
