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Tesla changes initial build location for next-gen EV platform

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Another excerpt from biographer Walter Isaacson’s book on Elon Musk shares new details about Tesla’s next-generation vehicle platform, including plans for a different build location than the automaker previously reported.

In the excerpt, which Axios published on Friday, Isaacson details Musk’s well-documented desire to build Tesla’s next-generation electric vehicle (EV) platform used for self-driving cars. Although Tesla announced plans earlier this year to build the next-gen EV at an upcoming Gigafactory in Mexico, Isaacson says that Musk changed the initial build location of the robotaxi platform to Gigafactory Austin as recently as May.

“Tesla engineering will need to be on the line to make it successful, and getting everyone to move to Mexico is never going to happen,” Musk told Isaacson.

While Giga Mexico is still expected to be built out for the new generation of Tesla’s EVs, the excerpt details Musk’s desire to have the automaker’s design engineers even closer to the assembly process.

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This would allow engineers to provide feedback instantly, and rather than relocating these engineers to Giga Mexico, Musk reportedly decided to change the new platform’s initial production location to Tesla’s headquarters at Giga Texas.

Samuel García Sepúlveda, governor of the Mexican state Nuevo León, where Giga Mexico will be built, said earlier this year that the automaker would build a production line from the ground up to build Tesla’s $25,000 compact car outside of Monterrey. A move to debut the initial production of the upcoming EV at Giga Texas wouldn’t necessarily change this detail.

Beyond Giga Texas being Tesla’s headquarters, it’s also where Musk’s primary workspace is located, and it includes a high-speed assembly line for production that includes updated automation functionality.

Tesla next-gen car: Elon Musk confirms two new EVs that can hit 5M per year

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According to Isaacson in another report from Axios, the upcoming robotaxi EV platform is expected to be inspired by the Cybertruck, built on the same architecture as the $25,000 car design. The EVs are expected to be similar, even using the same assembly line. However, one key difference between the two mass-market EVs is that the robotaxi may not necessarily include a steering wheel, while the passenger vehicle version would.

Isaacson also shares details from a design review session in February for the EVs, during which Tesla chief designer Franz von Holzhausen showed the $25,000 car design and the robotaxi design next to each other. Musk responded with enthusiasm — particularly due to their futuristic, Cybertruck-like design.

“When one of these comes around a corner, people will think they are seeing something from the future,” Musk said during the meeting.

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Still, Isaacson notes that Musk’s excitement is far higher for the robotaxi project than for the $25,000 car, especially given how much the Tesla CEO expects to see transportation redefined with the self-driving vehicle platform. According to von Holzhausen, the Tesla team even had to convince Musk to use the same vehicle architecture for both the $25,000 vehicle and the robotaxi design.

“It’s really not that exciting of a product,” Musk previously said of the mass-market EV.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla Cybercab coming next to Giga Berlin, Optimus possibly after

“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.

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Credit: Cybercab

Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk. 

During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.

“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.

Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.

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The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run. 

Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually. 

Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.

Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.

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Tesla Powerwall distribution expands in Australia

Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.

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Credit: Tesla

Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.

Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.

“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.

“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”

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Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.

“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”

Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.

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Tesla Giga Berlin growth could stall if not “free from external influences”: Elon Musk

The comments were delivered in a pre-recorded video discussion.

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Credit: Andre Thierig/X

Tesla CEO Elon Musk has reportedly warned that future expansion of Gigafactory Berlin could be jeopardized if the site does not remain “free from external influences.”

Musk’s comments were delivered in a pre-recorded video discussion with employees and came at a sensitive moment for the facility, where union representation has been a recurring issue.

According to reports from Handelsblatt and Der Spiegel, citing participants at the event, Musk suggested that if Giga Berlin is no longer “free from external influences,” further expansion would become unlikely. He did not, however, hint that the plant would shut down.

While Musk did not name IG Metall directly, his remarks were widely interpreted as referencing the union, which is currently the largest faction on the works council but does not hold a majority, as noted in an electrive report. 

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The video conversation was conducted between Musk in Austin and Grünheide plant manager André Thierig, then played back to the workforce in Germany. Works council elections are scheduled for early March, heightening the tension between management and organized labor.

The CEO has previously voiced concerns that stronger union influence could limit Tesla’s operational flexibility and long-term strategy in Germany.

Despite the warning on expansion, Musk praised the Giga Berlin site during the same address, describing it as one of the most advanced factories worldwide and highlighting its cleanliness and team culture.

The discussion also reportedly touched on battery cell production. According to attendees cited in German media, Musk indicated that Tesla has begun ramping cell production at the site. That would mark a notable shift from earlier expectations that large-scale cell manufacturing in Brandenburg would not begin until 2027.

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