News
Tesla Model Y production formally restarts at Giga Berlin-Brandenburg
Tesla Giga Berlin-Brandenburg is back. As per an announcement from the electric vehicle maker, the Grüheide-based electric vehicle factory has resumed the production of Tesla’s best-selling vehicle, the Model Y crossover.
Initial reports of Giga Berlin-Brandenburg’s return to vehicle production were related to German media outlets by the chairwoman of the works council, Michaela Schmitz, as noted in an rbb24 report. As per Schmitz, Model Y production resumed after Giga Berlin-Brandenburg’s machines were checked for safety.
“The machines were checked and started up safely so that the early shift can start again,” she said.
Thanks to the hard work of the Tesla Giga Berlin team and support from the community, the factory is back online! https://t.co/uXdIHdKo9r— Elon Musk (@elonmusk) March 13, 2024
Schmitz also noted that Tesla employees and company management behaved professionally after the suspected arson attack. Tesla also reportedly paid its Giga Berlin-Brandenburg employees’ full salary while the factory was offline due to the attack.
“In my opinion, that also went exemplary. In other companies, people might have already talked about short-time work,” the works council chairwoman said.
While Giga Berlin-Brandenburg is back to producing Model Y crossovers, the alleged arson attack did affect the facility’s employees. In a comment to German media, Giga Berlin-Brandenburg plant manager Andre Thierig noted that some employees have asked if it was “dangerous to wear Tesla clothing outside the factory.”
Kurzes Treffen mit @elonmusk. @Tesla steht zum Standort & die Landesregierung steht zu Tesla. Gemeinsam verurteilen wir den Anschlag, der rechtliche Folgen für die Attentäter haben muss. Danke an alle Beteiligten für den schnellen re-start! @rohanspatel @staatskanzleibb @AndrThie pic.twitter.com/l6W6pRKMWE— Jörg Steinbach (@joergstb) March 13, 2024
Thierig noted that CEO Elon Musk was also shocked about the situation. “He was shocked like us, offered his support, couldn’t believe it,” he said.
While Giga Berlin-Brandenburg has been reported to be using half as much water as an asparagus farm, anti-Tesla narratives in the area still depict the EV maker as an entity that would take away water from the area’s residents. Thierig, for his part, highlighted that Tesla uses less than a third of the water it is contractually permitted to use.
“We are in discussions with the water association about a possible reduction in the amount of water that has been agreed so far,” he noted.
Tesla CEO Elon Musk has paid a visit to Giga Berlin-Brandenburg, where he was welcomed warmly by the facility’s employees. Media reports of Musk’s visit indicated that the CEO rallied the facility’s workers. “They can’t stop us,” Musk reportedly said. In a post on X, State Minister Jörg Steinbach also indicated that Musk had met with a number of government officials during his recent visit.
“Tesla stands by the location and the state government stands by Tesla. Together, we condemn the attack, which must have legal consequences for the attackers. Thanks to everyone involved for the quick restart!” Steinbach wrote.
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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.
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.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
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
