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Tesla Model Y production at Giga Berlin will redefine ‘Elon Time’
Tesla has made strides in terms of adjusting the timeline of Model Y deliveries. From Fall of 2020, Elon Musk and his team moved it up to Summer this year. During the company’s Q4 2019 earnings call, the carmaker announced that the initial delivery of the much-awaited electric crossover will actually happen this March. This says a lot on how the Silicon Valley-based carmaker has matured through the years.
Tesla began limited production of the Model Y at its Fremont factory and it has also started building the next phase of Giga Shanghai meant for the production of the crossover SUV. Giga Berlin would be the next big thing and with its learnings from the Model Y program in Fremont and Shanghai, the production of the Model Y in Germany may help Tesla redefine “Elon Time.”
Biggest Room For Improvement
Tesla is undeniably the leader in the electric vehicle industry. Even automotive giants have acknowledged that Tesla is the standard that they need to catch up to.
Tesla has great products and a CEO with great vision but if there’s one aspect of business all loyal followers would love to see, it’s in the timely delivery of its vehicles. Depending on how efficient ongoing production is and how many standing preorders are to be served, waiting times could be a few weeks, to a month, to a few months, or even a year or so for products that are yet to be produced. Delays, such as those experienced by reservation holders of the Model X, have even inspired the meme-worthy moniker of “Elon Time,” a reference to the CEO’s optimistic target timeframes.
Tesla’s logistics does not depend on any third-party franchise dealerships like other automakers but rather its own stores and delivery centers. Elon Musk has continually strived to improve delivery times and part of the strategy is by bringing Tesla’s car factories to its customers. Thus, Giga Shanghai is set to give a strong foothold in the biggest automotive market in the globe. Then, there’s Giga Berlin that would cater to Germany and the rest of Europe.
“It kind of makes sense. But what we’re doing — or have been doing in the past was really pretty silly in making cars in California and then shipping them halfway around the world to Asia and Europe. And this created a lot of cost, because you got to ship those cars, so they got lot of finished goods, sitting on the order or waiting at the port or going through customs, you got tariffs, transport,” said Musk. This also addresses the complexity of fulfilling the build according to the regulations of different regions.
Tesla’s Transformation as a Mature Car Manufacturer
The Tesla Giga Berlin groundbreaking is expected to happen this March and Elon Musk hopes to flick the switch on of the first Gigafactory in Europe by July 2021 to begin the production of the Model Y for Germany and the rest of Europe.
Tesla has proven itself capable of sticking to timelines when it comes to building its Gigafactories. For example, It practically turned a muddy field in China into an operational car factory in 10 months. In Germany, it has been cooperating with federal and local authorities and has addressed concerns of environmental groups to get closer and closer to laying the first brick of Giga Berlin in Grunheide.
The more interesting thing to take note of is how Tesla outlined its goals for Giga Berlin.
“Phase 1 will focus on production of Model Y, with a target capacity of 10,000 vehicles per week. We estimate that during Phase 1, we will employ up to 12,000 people, with roles being filled by local residents and employees from wider Europe,” the Giga Berlin website reads.
Manufacturing cars is far from making pancakes. Tesla’s Fremont factory has a current capacity of producing 400,000 combined Model 3 and Model Y units per year. Giga Shanghai, meanwhile, aims to do 150,000 vehicles annually. To do 10,000 units per week is a gargantuan task but realizing that Elon Musk has been underpromising and over-delivering when it comes to the Model Y, perhaps Tesla has indeed started using advanced manufacturing techniques that the CEO hinted at during a Model 3 event in Shanghai.
“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.
No one exactly knows what these manufacturing technologies are but there are speculations that the Model Y will heavily rely on casting to quickly and efficiently produce the vehicle’s essential parts. This is also what’s suggested by earlier patents of the company.
The Model Y could be the first vehicle that demonstrates the company’s improving efficiency. It unveiled the Model Y prototype in March 2019 and it’s delivering the first units this month to consumers. This could partly be due to the Model Y sharing about 75% of its DNA with its Model 3 sibling, but it reflects Tesla’s manufacturing advancements nonetheless.
New Elon Time
If Giga Berlin remains on schedule and Tesla starts Model Y production in Germany, a country that highly values punctuality, on time, it could give its sales books a good boost as the vehicle is perfectly timed for Europe’s crossover growth. Sales of compact SUVs are forecasted to be flat this year with LCM Automotive predicting only about 2 million units in the segment as carmakers transition from older vehicles to electric vehicles. As Giga Berlin begins production of the Model Y, there is an expected uptick in demand with sales rising to 2.4 million units per year to about 2.8 million by the mid-2020s.
Beyond earnings, the redefinition Elon Time by a timely Model Y production and delivery will help Tesla gain the respect of other car manufacturers, the market, and investors. The new Elon Time would further prove why Tesla has the loyal following, and why it will be like that for a foreseeable future.
Elon Musk
OpenAI cites distrust of SpaceX in decision to drop Cursor partnership
OpenAI will cut SpaceX-owned Cursor’s model access in November, citing Musk’s history of broken contracts.
OpenAI, the company behind ChatGPT, announced late Friday that it is ending its partnership with Cursor, cutting off the coding tool’s access to its models on November 12. The move comes two weeks after SpaceX completed its $60 billion acquisition of Cursor’s parent company, Anysphere, folding the popular AI coding assistant into Elon Musk’s growing SpaceXAI division.
In a post on its website, OpenAI said the decision came down to trust, not technology. “We cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk’s companies violating contracts,” the company wrote. OpenAI pointed to two specific incidents: X, now part of SpaceX, allegedly breaking the terms of an existing OpenAI contract after Musk bought Twitter.
That lawsuit is the backdrop for all of this. Musk cofounded OpenAI in 2015, left the board in 2018, and sued Sam Altman and Greg Brockman in 2024, arguing they abandoned the company’s nonprofit mission for profit. A federal jury sided with OpenAI in May, finding Musk waited too long to sue rather than ruling on the merits of his claims. Musk said at the time he would appeal to the Ninth Circuit, calling the outcome a “calendar technicality” rather than a real judgment.
SpaceX’s interest in Cursor predates that verdict by weeks. The company first struck a deal with Cursor in April, securing an option to acquire it for $60 billion or pay $10 billion for joint development work instead. As Teslarati reported at the time, the logic was straightforward: Cursor was paying retail prices to Anthropic and OpenAI, two of its most direct competitors, every time a developer used its product, while SpaceX had idle capacity on its Colossus supercomputer, roughly the equivalent of a million Nvidia H100 GPUs, that Cursor could use to train its own models instead. SpaceX exercised the option in June, days after its own IPO, and the deal closed in mid-August.
Once it closed, Musk moved fast. On an all-hands call with more than 1,000 Cursor employees, he reportedly told staff that SpaceXAI’s Grok was playing catchup in the AI race, unlike Tesla and SpaceX in their own markets, and singled out Anthropic as the company to catch. Cursor CEO Michael Truell now reports directly to Musk inside SpaceXAI.
Losing OpenAI’s models leaves Cursor leaning harder on Anthropic’s Claude, which has its own compute agreement with SpaceX, and on Cursor’s in-house Composer model, the one SpaceX’s compute was supposed to accelerate in the first place. OpenAI framed the November deadline as maximum notice under its contract, and said it wants to “go above and beyond” to help developers through the transition. Whether Anthropic makes the same call is now the open question in AI coding.
The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.
However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.
Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:
Today I learned that if you go to Apple TV in the Tesla browser, it will open up an actual Apple TV app, fully functional. Not just the site.
Apparently there are more apps than just the few that show on the apps page. pic.twitter.com/os1Ypfm4JR
— Jason W (@jmwilt21) August 20, 2026
The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.
This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.
Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.
Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.
Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.
Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround
Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.
Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.
Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.
Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.
🚨 Einride CEO Roozbeh Charli on the Tesla Semi partnership:
“If we start with the Amazon announcement that we did earlier this year, that was on the back of having gone through a proving period together with them and proving out our technology. Then we took that next step in… pic.twitter.com/oazkXjwoig
— TESLARATI (@Teslarati) August 28, 2026
Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.
The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”
In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.
Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.
Tesla plans to launch the Semi officially on September 24, five months after production started ramping.
Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.
OpenAI cites distrust of SpaceX in decision to drop Cursor partnership
Tesla Theater might be getting plenty more streaming platforms
