News
Tesla shares glimpse of a streamlined Model 3 paint shop with udder-like robots
A day after dropping a bombshell announcement about its possible privatization, Tesla is back to its candid, humorous ways on social media, with the electric car company uploading a rather strange video featuring a paint applicator robot for the Model 3 — a machine that looks uncannily similar to a cow’s udder. Topping the post off was the perfect caption — a series of emojis including a cow and a robot.
https://www.instagram.com/p/BmOZ5C0BOgB/?taken-by=teslamotors
Tesla’s recent upload stands as a lighthearted contrast to the seriousness surrounding the company and its bid to go private. Elon Musk surprised the markets on Tuesday by announcing that he was considering taking Tesla private at $420 per share, and that funding has been secured. The market reacted strongly to the news, pushing the company’s stock up 11% before the day’s trading ended. Musk’s announcement also triggered a wave of new doubts from the company’s critics, some of whom alleged that the privatization bid went under Tesla’s board of directors, or that Musk might have broken the law by revealing his plan on Twitter.
Amidst all the tension presently surrounding the company, fun, harmless social media posts such as the Model 3’s udder-style paint applicator are a reminder of Tesla’s fun nature. Elon Musk is never one to hesitate when it comes to having some fun, even at his own expense, and this personality extends to his companies. Stuffing a sports car on a rocket and sending it to space, naming a boring company as literally The Boring Company — these are trademarks of Musk’s character, and it is something that Tesla has lost a bit over the past few months.
Tesla is the only one among Musk’s companies that is publicly traded. It is also the one that gets scrutinized the most. SpaceX launches might attract sensational headlines from mainstream media every so often, but they are nothing compared to the negative coverage that Tesla draws. This is something that Elon Musk has continuously battled over the past few months, and unfortunately for the CEO, there were numerous times when he lost control of the narrative. In a letter to employees explaining why he is considering taking Tesla private, Musk mentioned that a departure from the public markets would likely create a setup where “there are no perverse incentives for people to try to harm what (the company is) trying to achieve” — a statement seemingly directed at the company’s critics and short-sellers.
In a way, Tesla’s fun upload featuring its robot udder Model 3 paint applicator is not just the company showing its more playful side. It is also Tesla’s way of showing that its paint shop — one of the sources of bottlenecks in the Model 3 production in Q2 — is working well. The Model 3’s production has quite literally passed through manufacturing hell since the vehicle started rolling off the assembly line last year. Elon Musk even noted in a previous interview that the whole ordeal had left him with permanent mental “scar” tissue.
One of the sources of these bottlenecks is the company’s paint shop. Several reports published in Q2 alleged that Tesla’s paint shop was contributing to the “sluggish” pace of Model 3 production due to improper cleaning, maintenance, and insufficient training for new employees. Reports about the company’s paint shop also alleged that Tesla’s employees were worried about their health due to the fumes from the paint the company is using. Tesla denied these reports, stating that its paint shop is regularly monitored and maintained, and that it is continually improving the training of its staff.
In the Q2 2018 earnings call, Elon Musk specifically mentioned the paint shop as one of the areas where Tesla is looking to improve. While discussing the systems it would employ in its upcoming factories such as Gigafactory 3 in China; Musk stated that Tesla is in the process of the figuring out how to make the paint shop a lot simpler.
“I think we can be a lot more efficient with CapEx, and that would include at least a factory module and pack production, body shop, paint shop and general assembly. We’re also figuring out how to make the paint shop a lot simpler and general assembly a lot simpler,” Musk said.
News
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has spent years trying to engineer its way out of the automotive paint shop, one of the most expensive, space-consuming, and environmentally costly steps in vehicle manufacturing. With the Cybercab, Tesla confirmed on X this week that a new reaction injection molding process will embed color directly into the panel itself during production.
“Our new reaction injection molding (RIM) process shrinks Cybercab paint cycles from hours to minutes. This cuts those parts’ manufacturing and supply chain emissions by 35% and eliminating 100% of paint volatile organic compounds (VOCs) emitted in traditional paint methods.” noted Tesla.
While the RIM process isn’t necessarily new and has existed since the 1960s, what makes Tesla’s application notable is how it is being used specifically for exterior body panels that traditionally required a separate paint process after forming.
Tesla’s RIM approach integrates the color directly into the panel material during the molding process itself. The pigment is part of the polymer mix injected into the mold, meaning the panel comes out of the mold already colored, with no separate paint application required. The clear coat or protective layer can be applied at the mold stage or through a much faster post-process than traditional multi-stage painting. Tesla claims this compresses what was a multi-hour paint cycle into minutes per panel.
Tesla’s obsession with killing the paint shop is one of the most consistent threads running through the company’s manufacturing philosophy going back years. As far back as 2018, Musk was trimming paint color options to simplify production, tweeting at the time: “Moving 2 of 7 Tesla colors off menu on Wednesday to simplify manufacturing.” Two years later, in a 2020 Automotive News interview, Musk laid out his broader vision, saying he believed Tesla factories could one day be 1,000 times more efficient than conventional plants, and pointing to the paint shop as one of the biggest sources of waste, cost, and complexity. The Cybertruck was the most extreme expression of that thinking. Tesla chose an unpainted stainless steel exterior partly because it would eliminate the need for a $200 million paint facility at Gigafactory Texas. The stainless approach proved harder and more expensive than anticipated, but the underlying ambition never changed. The Cybercab is what happens when that same ambition meets a manufacturing process that delivers on it.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.