News
Tesla updates Model Y production rate, increased capacity at Fremont
Tesla gave several updates regarding production rates of the Model Y during the first half of 2020, along with the company’s plans to begin increasing build capacity at the Fremont manufacturing plant in Northern California.
Tesla released the details in its Q2 2020 Earnings Update Letter, where it outlined its fourth profitable quarter in a row, which was a company record.
In Fremont, Tesla outlined its production of the Model Y during the first two quarters of 2020.
“Although the Model Y production line was operating for about four months in the first half of 2020 due to shutdowns, we exited Q2 with Model Y production running at installed capacity,” Tesla said.
The company’s ability to ramp the production of a new vehicle so quickly was significantly faster than the ramp of the Model 3.
“This ramp was significantly faster than our initial Model 3 ramp, which took over nine months to reach the same weekly rate.”
Tesla dealt with a month and a half-long shutdown at the Fremont facility from March 23 to May 10 due to COVID-19. However, CEO Elon Musk voluntarily reopened the facility. The company then received permission from Alameda County Health Officials to begin work operations the following week.
Additionally, Tesla confirmed that it was installing additional machinery at the Fremont facility, which is aimed toward increasing the total annual output of its Model 3 and Model Y vehicles.
“We are installing additional machinery at the Fremont Factory, which is expected to increase total Model 3 / Model Y capacity from 400,000 to 500,000 units per year,” the company stated in the Update Letter.
On July 15, it was reported that Tesla had submitted multiple applications that would expand the facility’s Model Y production lines in General Assembly 4.5. Not only would GA 4.5 be broadened, but another form hinted toward a second die-cast machine that would give the company the ability to manufacture the Model Y with a single-piece casting design.
Currently, the company is capable of building 400,000 Model Y and Model 3 vehicles every year. Due to the increased demand for its two mass-market cars, Tesla is preparing to begin a push toward a higher production rate.
The production rate of the Model 3 and Model Y at Fremont has been at 400,000 annual units since the Q4 2019 update. Two quarters later, Tesla is preparing for a massive push of its Model 3 sedan and Model Y crossover as demand continues to skyrocket across the United States.
The Model Y will also be built at the company’s newest U.S. facility, whose location has been chosen but not yet released.
Energy
Tesla’s newest “Folding V4 Superchargers” are key to its most aggressive expansion yet
Tesla’s folding V4 Supercharger ships 33% more per truck, cuts deployment time and cost significantly.
Tesla is rolling out a folding V4 Supercharger design, an engineering change that allows 33% more units to fit on a single delivery truck, cuts deployment time in half, and reduces overall installation cost by roughly 20%.
The folding mechanism addresses one of the least glamorous but most consequential bottlenecks in charging infrastructure: getting hardware from factory floor to job site efficiently. By collapsing the form factor for transit and unfolding into an operational configuration on arrival, the new design dramatically reduces the logistics overhead that has historically slowed Supercharger rollouts, particularly at large or remote sites where multiple units are needed simultaneously.
The timing aligns with a broader acceleration in Tesla’s network strategy. In March 2026, Tesla’s Gigafactory New York produced its final V3 Supercharger cabinet after more than seven years and 15,000 units, pivoting entirely to V4 cabinet production. The V4 cabinet itself is already a generational leap, delivering up to 500 kW per stall for passenger vehicles and up to 1.2 MW for the Tesla Semi, while supporting twice the stalls per cabinet at three times the power density of its predecessor. The folding transport innovation layers logistical efficiency on top of that technical foundation.
Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means
Tesla Charging’s Director Max de Zegher, commenting on the V4 cabinet when it launched, captured the operational philosophy behind these changes: “Posts can peak up to 500kW for cars, but we need less than 1MW across 8 posts to deliver maximum power to cars 99% of the time.” The design philosophy has always been about maximizing real-world throughput, not just peak specs, and the folding transport upgrade extends that thinking into the supply chain itself.
Posts can peak up to 500kW for cars, but we need less than 1MW across 8 posts to deliver maximum power to cars 99% of the time.
No more DC busbar between cabinets. Power comes from a single V4 cabinet to 8 stalls. Easier to install, cheaper, more reliable.
Introducing Folding Unit Superchargers
– V4 cabinet with 500kW charging
– 8 posts per unit
– 2 units per truck
– 2 configurations: folded, unfoldedFaster. Cheaper. Better. pic.twitter.com/YyALz0U5cA
— Tesla Charging (@TeslaCharging) March 25, 2026
The network is expanding rapidly on multiple fronts. The first true 500 kW V4 Supercharger on the East Coast opened in Kissimmee, Florida in March 2026, followed closely by a new site in Nashville, Tennessee. A public Megacharger for the Tesla Semi launched in Ontario, California in early March, with 37 additional Megacharger sites targeted for completion by end of year. Meanwhile, more than 27,500 Supercharger stalls are now accessible to non-Tesla EVs from brands including Ford, GM, Rivian, Hyundai, and most recently Stellantis, whose Dodge, Jeep, Ram, Fiat, and Maserati BEV customers gained access in March 2026.
As Tesla pushes toward a denser, faster, and more open charging network, innovations like the folding V4 Supercharger reflect the company’s growing focus on deployment velocity, not just hardware performance. Getting chargers to the ground faster, cheaper, and in greater volume per shipment may ultimately matter as much as the kilowatts they deliver.
Elon Musk
The Boring Company clears final Nashville hurdle: Music City loop is full speed ahead
The Boring Company has cleared its final Nashville hurdles, putting the Music City Loop on track for 2026.
The Boring Company has cleared one of its most significant regulatory milestones yet, securing a key easement from the Music City Center in Nashville just days ago, the latest in a series of approvals that have pushed the Music City Loop project firmly into construction reality.
On March 24, 2026, the Convention Center Authority voted to grant The Boring Company access to an easement along the west side of the Music City Center property, allowing tunneling beneath the privately owned venue. The move follows a unanimous 7-0 vote by the Metro Nashville Airport Authority on February 18, and a joint state and federal approval from the Tennessee Department of Transportation and the Federal Highway Administration on February 25. Together, these green lights have cleared the path for a roughly 10-mile underground tunnel connecting downtown Nashville to Nashville International Airport, with potential extensions into midtown along West End Avenue.
Music City Loop could highlight The Boring Company’s real disruption
Nashville was selected by The Boring Company largely because of its rapid population growth and the strain that growth has placed on surface infrastructure. Traffic has become a persistent problem for residents, convention visitors, and airport travelers alike. The Music City Loop promises an approximately 8-minute underground transit time between downtown and the Nashville International Airport (BNA), removing thousands of vehicles from surface roads daily while operating as a fully electric, zero-emissions system at no cost to taxpayers.
The project fits squarely within a broader vision Musk has championed for years. In responding to a breakdown of the Loop’s construction costs, Musk posted on X: “Tunnels are so underrated.” The comment reflected a longstanding belief that underground transit represents one of the most cost-effective and scalable infrastructure solutions available. The Boring Company has claimed it can build 13 miles of twin tunnels in Nashville for between $240 million and $300 million total, a fraction of what comparable projects cost elsewhere in the country.

Image Credit: The Boring Company/Twitter
The Las Vegas Loop, The Boring Company’s first operational system, has served as a proof of concept. During the CONEXPO trade show in March 2026, the Vegas Loop transported approximately 82,000 passengers over five days at the Las Vegas Convention Center, demonstrating the system’s capacity during large-scale events. Nashville draws millions of convention visitors and tourists each year, and local business leaders have pointed to that same capacity as a major draw for supporting the project.
The Music City Loop was first announced in July 2025. Construction began within hours of the February 25 state approval, with The Boring Company’s Prufrock tunneling machine already in the ground the same evening. The first operational segment is targeted for late 2026, with the full route expected to be complete by 2029. The project represents one of the largest privately funded infrastructure efforts currently underway in the United States.
Elon Musk
Elon Musk demands Delaware Judge recuse herself after ‘support’ post celebrating $2B court loss
A banner on the post read “Katie McCormick supports this,” using LinkedIn’s heart-in-hand “support” icon, an endorsement stronger than a simple “like.” Musk’s lawyers argue the action creates “a perception of bias against Mr. Musk,” warranting immediate recusal to preserve judicial impartiality.
Tesla CEO Elon Musk’s legal team has filed a motion demanding that Delaware Chancellor Kathaleen McCormick disqualify herself from an ongoing high-stakes Tesla shareholder lawsuit.
The filing, submitted March 25, cites an apparent LinkedIn “support” reaction from McCormick’s account to a post celebrating a $2 billion jury verdict against Musk in a separate California securities-fraud case.
The move escalates long-simmering tensions between Musk, Tesla, and the Delaware judiciary, where McCormick previously presided over the landmark challenge to Musk’s record $56 billion 2018 compensation package.
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
The LinkedIn post was written by Harry Plotkin, a Southern California jury consultant who assisted the plaintiffs who sued Musk over 2022 tweets about his Twitter acquisition. Plotkin praised the trial team for “standing up for the little guy against the richest man in the world.”
The New York Post initially reported the story.
A banner on the post read “Katie McCormick supports this,” using LinkedIn’s heart-in-hand “support” icon, an endorsement stronger than a simple “like.” Musk’s lawyers argue the action creates “a perception of bias against Mr. Musk,” warranting immediate recusal to preserve judicial impartiality.
This appears to be unequivocal proof she denied the pay package because of her own personal beliefs and not the law.
Corruption. https://t.co/8dvgcfYuvh
— TESLARATI (@Teslarati) March 25, 2026
McCormick swiftly denied intentional endorsement. In a letter to attorneys, she stated she was unaware of the interaction until LinkedIn notified her. She wrote:
“I either did not click the ‘support’ icon at all, or I did so accidentally. I do not believe that I did it accidentally.”
The chancellor maintains the reaction was inadvertent, but critics, including Musk allies, call the explanation implausible given the platform’s deliberate interface.
McCormick’s central role in the Tesla pay-package litigation underscores the stakes. In Tornetta v. Musk, in January 2024, she ruled the 2018 performance-based stock-option grant, potentially worth $56 billion at the time and now valued far higher, was invalid.
The package consisted of 12 tranches of options, each vesting only after Tesla achieved ambitious market-cap and operational milestones. McCormick found Musk exercised “transaction-specific control” over Tesla as a controlling stockholder, the board lacked sufficient independence, and proxy disclosures to shareholders were materially deficient.
Applying the entire-fairness standard, she concluded defendants failed to prove the deal was fair in process or price and ordered full rescission, an “unfathomable” remedy she described as necessary to deter fiduciary breaches.
After the ruling, Tesla shareholders ratified the package a second time in June 2024. McCormick rejected that ratification in December 2024, holding that post-trial votes could not cure defects.
Tesla appealed. On December 19 of last year, the Delaware Supreme Court unanimously reversed the rescission remedy while largely leaving McCormick’s liability findings intact. The high court deemed total unwinding inequitable and impractical, restoring the package but awarding the plaintiff only nominal $1 damages plus reduced attorneys’ fees. Musk ultimately received the full award.
The current recusal motion arises in yet another Tesla derivative suit before McCormick. Legal observers say granting it could signal heightened scrutiny of judicial social-media activity; denial might reinforce perceptions of an insular Delaware bench.
Broader fallout includes accelerated corporate migration out of Delaware, Musk himself moved Tesla’s incorporation to Texas after the first ruling, and renewed debate over whether the state’s specialized courts remain the gold standard for corporate governance disputes.
A decision is expected soon; whichever way it lands, the episode highlights the fragile balance between judicial independence and public confidence in high-profile litigation.