Tesla has confirmed that it still is on track to manufacture the Model Y crossover at both the Giga Texas and Giga Berlin plants in 2021 as construction at both facilities continues. Additionally, the news confirmed that the Cybertruck is taking a backseat to the Model Y, ending speculation of what vehicle Tesla would manufacture first at its Texas-based production plant.
After Tesla announced that it would be building its second automotive manufacturing facility in the United States just outside of Austin, Texas, CEO Elon Musk confirmed the plant would be home to Model Y and Cybertruck production. Among other vehicles that will also be produced at the plant, the long-awaited anticipation for Tesla’s first pickup and updates regarding increased production of its overwhelmingly popular crossover took center stage. For months, Tesla enthusiasts wondered one thing: Would Elon Musk prioritize the mass-market all-electric crossover Model Y, or would he begin chipping away at the one million-plus reservation list for the futuristic and unique Cybertruck.
Tesla gave its answer in the Q2 2021 Earnings Call Update Letter, where it detailed that the Model Y will take priority in Texas and Berlin.
The automaker dove into the developments but didn’t give much detail into the decision-making process.
“We believe we remain on track to build our first Model Y vehicles in Berlin and Austin in 2021,” the company wrote. “The pace of the respective production ramps will be influenced by the successful introduction of many new product and manufacturing technologies, ongoing supply-chain related challenges, and regional permitting.”
Tesla’s Texas plant is set to become the largest manufacturing facility in the United States, overtaking the massive Kia assembly plant in West Point, Georgia, upon completion. Although neither Tesla nor Musk have revealed details about Giga Texas’ potential production capacity, the site is monumentally larger than Fremont, which has a capacity of 600,000 cars annually. It wouldn’t be a surprise if Tesla could double its total manufacturing capacity with Giga Texas alone.
It appears that the bottleneck related to Cybertruck production may be related to industrialization. Musk has stated in the past that Tesla has finalized the Cybertruck’s design, but its materials and suppliers may still be up in the air.
Tesla wrote:
“We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y.”
Tesla’s plans to begin production by the end of 2021 at both new facilities should be a massive advantage for the automaker moving into 2022. While other companies continue to ramp their introductory electric models, Tesla will be eclipsing an annual production rate of two million vehicles, as current projections place the automaker at roughly 1,050,000 units a year. Although the Cybretruck won’t be the first vehicle to roll off production lines in Texas, it will be ready shortly after.
Tesla beat Wall Street estimates by posting a revenue of $11.958 billion, non-GAAP Earnings per Share of $1.45, profitability of $1.3 billion, and a free cash flow of $619 million.
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Tesla Cybercab sightings on public roads are becoming more frequent
After it was unveiled a year ago by Tesla, the company has made some pretty drastic jumps in progress in terms of the Cybercab, but a recent development has truly pushed fans of the company to think it is probably going to be available soon.
Tesla Cybercab sightings on public roads are becoming much more frequent, and they all are pointing to one thing: imminent production.
The Tesla Cybercab is the company’s vehicle developed for fully autonomous travel, as it will be manufactured without a steering wheel or pedals, according to CEO Elon Musk.
Tesla Robotaxi Cybercab: Seats, price, special features, release date, and more
After it was unveiled a year ago by Tesla, the company has made some pretty drastic jumps in progress in terms of the Cybercab, but a recent development has truly pushed fans of the company to think it is probably going to be available soon.
Last week, we reported on the first Cybercab sighting when the vehicle was finally being tested on public roads. The spotting was not a one-time deal, as we are now seeing many more sightings on public roads:
Saw it the other day pic.twitter.com/uv0geR6GIh
— Shareef Mahmoud (@saltyyshareef) November 6, 2025
The first spotting was in Palo Alto, just a few blocks from Tesla’s Engineering Headquarters in Los Altos. This second sighting appears to be relatively close to that first spotting, and it seems unlikely Tesla would be putting it on roads much further than that.
The public on-road testing of the Cybercab marks a major milestone in the entire project for Tesla. These early sightings and testing phases are usually followed by a lot of speculation about when the vehicle could end up in the hands of customers.
However, Tesla has already put a definitive date on when Cybercab production will begin, as Elon Musk said during the Q3 Earnings Call that it would roll off production lines in Q2 of next year.
But the speculation regarding the Cybercab is slightly different than other vehicles because Tesla has been developing it for fully autonomous travel; it’s not meant to be driven by humans but instead by software and the company’s Full Self-Driving suite.
Despite the vehicle being spotted with a steering wheel and pedals in the recent sightings, Musk has maintained that the Cybercab will not be developed with typical controls for a human. He recently confirmed this, and it does not seem the company is willing to veer too much from its plans for an autonomous car.
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Tesla Model Y Performance is rapidly moving toward customer deliveries
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
Tesla has rapidly progressed in the production of its most anticipated Model Y trim level: the Model Y Performance.
New drone images from noted drone operator and Gigafactory Texas observer Joe Tegtmeyer show Tesla is moving forward quickly in terms of its progress in producing the new Model Y Performance.
The vehicle is being spotted more frequently at the factory located just outside of Austin, with what appears to be the first units rolling out to outbound lots:
In case you missed the news, Giga Texas has begun Model Y Performance production. Now all variants of the Model Y (except the China-only YL) are built in Texas. pic.twitter.com/AOOB9jtLwN
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 6, 2025
In the United States, Tesla unveiled the Model Y Performance on September 30, the newest iteration of the fastest trim level of the best-selling car in the world for the past two years. It was launched on the very last day of the $7,500 electric vehicle tax credit in the United States.
It featured a handful of performance improvements, including a 0-60 MPH acceleration rate of 3.3 seconds, a trim from the 3.5 seconds the 2025 version offered.
Additionally, the range has gone from 277 miles to 308 miles, a notable improvement in terms of how far it can travel on a charge.
There are also a handful of hardware changes that Tesla made to improve its aerodynamic performance, which all likely can be attributed to the boost in speed and acceleration, as well as range.
The vehicle was initially launched in Europe, which was not surprising, especially as Tesla was testing the new Performance trim at the famed Nurburgring in Germany.
Deliveries are currently slated for late November, but some orders are getting projections of mid-December for their Model Y Performance, which would help Tesla bolster its end-of-year delivery figures and follow up on an extremely bullish finish to Q3, which was the company’s strongest performance in history.
Elon Musk
Twitter co-founder Jack Dorsey endorses Elon Musk Tesla pay package
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Twitter co-founder and Square CEO Jack Dorsey has publicly backed Elon Musk’s leadership ahead of Tesla’s pivotal shareholder vote, which is expected to be decided later today at the company’s 2025 annual meeting.
Dorsey framed the pay package as an engineering and governance crossroads for Tesla.
Dorsey’s public nod framed as an engineering defense of Musk
In a post on X, Dorsey weighed in on Tesla’s post about being in a “critical inflection point.” As per the Twitter-co-founder, the vote on Musk’s 2025 performance award is not about compensation. Instead, it’s about ensuring the path for the company’s engineering in the coming years.
“This is not about compensation. it’s about ensuring a principled (and exciting!) engineering approach to the company’s future,” Dorsey wrote on his post, later stating that users of Cash app with TSLA shares would be able to vote for the CEO’s proposed 2025 performance award.
Elon Musk appreciated Dorsey’s endorsement, responding to the Twitter co-founder’s post with a heart emoji. Musk has been pretty thankful for the support for is fellow tech executives, also thanking Michael Dell recently, who also advocated for its proposed 2025 performance award.
Musk’s support
While Elon Musk’s 2025 performance award has received opposition from proxy advisors such as Glass Lewis and ISS, it has received quite a lot of support from longtime bulls such as ARK Invest, and, more recently, Schwab Asset Management following calls from TSLA retail shareholders.
“Schwab Asset Management’s approach to voting on proxy matters is thorough and deliberate. We utilize a structured process that focuses on protecting and promoting shareholder value. We apply our own internal guidelines and do not rely on recommendations from Glass Lewis or ISS. In accordance with this process, Schwab Asset Management intends to vote in favor of the 2025 CEO performance award proposal. We firmly believe that supporting this proposal aligns both management and shareholder interests, ensuring the best outcome for all parties involved,” Charles Schwab told Teslarati.
Tesla Cybercab sightings on public roads are becoming more frequent
Tesla Model Y Performance is rapidly moving toward customer deliveries
Twitter co-founder Jack Dorsey endorses Elon Musk Tesla pay package
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