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Elon Musk shares first look at Tesla Model 3 white seats at factory
Elon Musk recently shared an image of Tesla’s Model 3 seats in volume, showcasing rows upon rows and floors upon floors filled with the compact electric car’s seats. Musk’s Twitter upload, which included a fun Rick & Morty reference due to the seats looking almost like an alien army, also features a rare look into the Model 3 Performance’s white seats at the factory.
What is my purpose? Sentient seats. pic.twitter.com/s9aHHyDoud
— Elon Musk (@elonmusk) June 23, 2018
Musk’s Twitter update came late Friday, as Musk prepared to spend the weekend traveling back and forth between the Fremont factory and Gigafactory 1. Musk jested on Twitter that he was playing Infinity Work, the Reality Game all weekend, before revealing that he would spend Saturday and Sunday working. Musk mentioned, however, that the recently-constructed GA4 line in the sprung structure at the Fremont factory’s grounds is doing great, but Tesla’s GA3 crew, tasked with the production of the Model 3, is “pulling off miracles against all odds.”
Particularly notable in Elon Musk’s recent Model 3 seats update is the confirmation that the company is starting to build more of the Model 3 Performance Dual Motor. Earlier this month, Musk posted an image of the first Model 3 Performance rolling off the company’s new assembly line. Considering that there are several rows of white seats featured in Musk’s recent tweet, it appears that the production of the top-tier variant of the compact electric car is ongoing. White seats, after all, are exclusive to the Model 3 Performance, at least for now.
The Model 3’s white seats have been a point of interest for many Tesla owners, considering that the option has proved popular for both the Model S and Model X, thanks to their clean, unique look, as well as their surprising capability to resist stains. In announcements earlier this year, however, Musk noted that white seats for the Model 3 would likely begin production in July, together with the start of the Performance and Dual Motor AWD’s production. Tesla appears to have hit two birds with one stone with GA4, however, as the company was able to start manufacturing both the Model 3 Performance and the white seats option ahead of their expected rollout date.
Apart from rows of Model 3 seats, Elon Musk also shared an image of the Fremont factory’s paint room for the compact electric car. With his trademark humor, Musk jested that the room looks very “sus” (short for suspicious) considering its red splattered windows. Musk also shared a brief video clip of the Model 3’s assembly line, featuring what the CEO called “vicious torque” from the machines building the compact electric cars.
Looks so sus when we paint cars red pic.twitter.com/SIO2nInjhJ
— Elon Musk (@elonmusk) June 23, 2018
Tesla factory rn pic.twitter.com/EbgRDhRZ0m
— Elon Musk (@elonmusk) June 23, 2018
Tesla manufactures its seats at a facility on 901 Page Ave., roughly three miles away from the Fremont factory at 45500 Fremont Blvd. During the company’s Q4 2017 earnings call last February, Musk mentioned that Tesla is looking to incorporate technology from The Boring Company to transport seats between Page Ave. and the main factory. During the earnings call, CTO JB Straubel noted that while Tesla is developing high-density and high-velocity lines for both factories, limitations emerge when it comes to transporting the seats from one facility to another. To solve this, Musk noted that Tesla is looking to build a tunnel that connects the two factories, which would allow the company to transport seats to Fremont without relying on conventional methods.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
