News
Tesla gave Morgan Stanley a tour of its CA factory, and expansion sounds like a no-brainer
Morgan Stanley analysts Adam Jonas detailed a recent tour of Tesla’s Fremont Factory in Northern California, which included test drives of the Model 3, Y, and S Plaid. Based on Jonas’ synopsis of the plant, an expansion of the California plant may be just what the company needs, especially as CEO Elon Musk hinted that building onto the factory may be in the cards for Tesla soon, and it sounds like the most logical solution.
Jonas published a lengthy note to investors on Wednesday, indicating the five main takeaways from Morgan Stanley’s plant dealt with a busy work environment, strong margins, supply chain bottlenecks with raw materials, and Full Self-Driving’s take rate with customers.
However, one of the biggest takeaways from the note was Jonas’ number one point: The Tesla Fremont plant is ‘bustling’ to say the least. Jonas says the plant is operating at a rate of 50 percent above its intended capacity. When Toyota operated the plant prior to Tesla’s takeover, the factory produced 300,000 units per year. However, Tesla is building all four vehicle models at the factory currently. Builds from Fremont remain in North America, unless it is a Model S or Model X vehicle, as this is the only plant that produces Tesla’s flagship models. In Europe, the Model 3 and Model Y are currently produced at Gigafactory Shanghai. However, Gigafactory Berlin is set to begin operation in less than a week, which will provide European customers with Model Y builds initially.
Fremont is operating at a tremendously over-worked rate, which is complicating supply chain management and production at the facility, the note said. “The plant was never designed to produce 450k units (at its peak produced ~300k units before Tesla took it over from Toyota) which was immediately apparent at the tour, ” Jonas wrote. “Tesla does not shy away from the fact the plant is inefficiently designed with 4 assembly buildings, one of which is a tent that cars are assembled in,” in reference to GA 4.5, a sprung structure that Tesla filed to make permanent in 2021.
Additionally, Jonas said that, while the plant has an “exciting buzz,” Fremont is simply running out of space. This “was notable and provides little space for trucks to drop off supplies in locations that make sense inside the plant.”
Combining all of the points Jonas brings up in his note fully supports a recent idea from Musk, who indicated in March Tesla was considering an expansion of the Fremont factory, which is the only operational automotive assembly plant remaining in California. Ford had several in the 1900s, but each has closed.
Tesla is considering a significant expansion of its Fremont Factory
“Actually, we still operate our California factory, which is the largest auto plant in North America, at full capacity and are considering expanding it significantly,” Musk said on March 2. “It has built 2/3 of all electric vehicles in North America, twice as much as all other carmakers combined.”
While Tesla continues to expand manufacturing by opening new plants, its current factories have an opportunity for expansion. Gigafactory Shanghai, which has been operational since early 2020, has already received plans for its first batch of expanded production lines, according to filings Tesla submitted last year. Fremont is an integral part of Tesla’s operation, contributing nearly 500,000 vehicles annually to Tesla’s global operation. A significant expansion may be what the automaker needs to fulfill increased guidance, supplementing Gigafactory Texas as the plant continues to pump out production units ahead of initial deliveries. Tesla will need some time to get Gigafactory Texas up and running to full capacity, in which case Fremont will continue its exemplary output.
Perhaps Gigafactory Texas can repay the favor in a few years, if Tesla ultimately decides to expand Fremont by a significant margin, as Musk indicated.
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News
Tesla Model Y reclaims elusive sales title in competitive market
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
The Tesla Model Y reclaimed an elusive sales title in one of the most competitive markets it is in, outpacing key rivals and formidable competitors to regain the crown it once was a shoe-in for.
As more EVs have entered the market and some at better prices, Tesla’s Model Y has been put up against some very attractive options.
This is especially prudent in Europe and China, where domestic car companies have been offering attractive and cheap EVs as Tesla alternatives.
However, in September, the Model Y was able to battle back and take over the top sales spot for EVs in Europe.
In September, it had 25,938 sales, and although it was an 8.6 percent decrease compared to the same month in 2024, it was enough to be labeled the best-selling car in the European market, Automotive News reported.
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
There are four vehicles that have been atop the European EV sales rankings for any given month this year: the Renault Clio, which has three titles, the Dacia Sandero, which has won four monthly sales titles, and the Volkswagen T-Roc, which was the best-selling car in the market in August.
The Clio captured the number-two spot in September with 20,146 sales.
Despite a strong September showing for the Model Y, which was its first monthly sales crown of the year, the vehicle has not been a top-three EV in Europe this year. That is still led by the Sandero, Clio, and T-Roc.
Despite that, Tesla’s Model Y is still likely to be one of the best-selling vehicles in the world, if not the best, for the year.
In the United States, it has dominated EV sales charts and has been one of the most popular cars in the region. The same goes for China, where the Model Y has more competition than in Europe, but is so attractive because of its premium look and feel, as well as its tech offerings.
The Model Y has been the best-selling car globally for the past two years, outpacing widely popular gas and EV models from around the world.
Tesla also just finished up its best three-month sales period in its history, delivering just shy of half a million vehicles from July to September.
A Tesla captured video of a crashing plane on an Oklahoma highway, as a shocking video shows a small aircraft coming across a local roadway, with various cars ducking to avoid it.
On October 23, an Oklahoma National Guard OA-1K Skyraider II turboprop plane crashed during a training mission after an engine failure. Both crew members escaped unharmed, but they were not the only ones at risk of injury.
A Tesla Dashcam video shared by a friend of the car’s owner shows the vehicle narrowly avoiding an impact with the plane, swerving left, then back onto its side of the road. It appears to be a serious miracle:
WOW! Tesla full self driving dodges a freaking plane falling out of the sky! @Tesla fsd for the win! @elonmusk pic.twitter.com/vTVxuLPsHg
— David Bellow (@davidbellow) October 24, 2025
David Bellow, the person who posted the video of the Tesla avoiding the plane, claims it was Full Self-Driving that performed the maneuver, but it is not confirmed. This is what he said:
This wasn’t me my friend sent me the video from Matthew Topchian it was his Tesla. I’ll see if my friend can reach out and get more details of what fsd version! I personally had a video of my Tesla maneuvering between two bunnies at night on the road so I fully believe this to be…
— David Bellow (@davidbellow) October 25, 2025
There are a few hints that suggest it could be Tesla’s Full Self-Driving suite, but it is important to note that neither the company, the driver, nor the friend has confirmed this.
The first hint is the vehicle’s maneuver and subsequent reaction. The car suddenly swerves to the left, which any human would do, but how the vehicle continues to travel as if nothing had happened seems to solidify the idea that FSD could have been involved in avoiding the plane.
Nevertheless, this does not confirm that FSD was in control.
My Tesla did this on FSD (Supervised) v14.1 and the internet went crazy
Most people would likely have stopped in their tracks after avoiding an aircraft while driving.
However, this is not enough proof to definitively say FSD was responsible for the avoidance.
Additionally, the “Jump to Event” button is activated in the video, suggesting that FSD was in control. The vehicle gives this option when something major has occurred, including human intervention.
Regardless of whether the car was on FSD or was controlled manually, it is pretty crazy to have this piece of dashcam footage.
News
Tesla Full Self-Driving got a minor feature that’s a massive improvement
“Brake Confirm for the Start Self-Driving button is now defaulted off. When disabled, Start Self-Driving will not require you to press and release the brake to confirm engagement.”
Tesla’s Full Self-Driving suite seems to get better with every single release. However, it is also making it more seamless and easier than ever to use for passenger travel, thanks to a recent feature that has flown under the radar.
Tesla started rolling out its v14 iteration of the Full Self-Driving suite a few weeks ago to Early Access Program (EAP) members, and it finally started making its way to the public for the first time earlier this week.
Tesla Full Self-Driving v14.1 first impressions: Robotaxi-like features arrive
The wide rollout of Tesla v14.1.3 was long-awaited, as its capabilities were flexed by the handful of people lucky to have it. However, those sitting with v13.2.9 were still eager to get to their hands on the new FSD version, especially considering it came with a lot of cool upgrades.
One of which is flying under the radar and not getting as much attention as it should. Although it is a minor feature change from v13, Tesla has made FSD more seamless than ever with a simple fix that it started utilizing with v14.
With v14.1.1, Tesla started rolling out the removal of the “Brake Confirm” feature, which required drivers to touch the brake to activate Full Self-Driving. This is now an optional feature, as it now is defaulted to the off position by the car.
The release notes for the feature state:
“Brake Confirm for the Start Self-Driving button is now defaulted off. When disabled, Start Self-Driving will not require you to press and release the brake to confirm engagement.
You can enable Brake Confirm in Autopilot > Brake Confirm.”
https://t.co/Hpz2VP7aLS pic.twitter.com/SBsjGRmsyd
— TESLARATI (@Teslarati) October 24, 2025
Simply put, you no longer need to touch the brake to confirm your intention to use Full Self-Driving, which is a small but very effective fix.
It makes your car much more active in terms of overall activation, and it is definitely a quicker and more streamlined departure from your current location than ever before.
Here’s a good look at how quick it is:
@teslarati With Tesla Full Self-Driving v14, there is no delay when you start FSD. Press “Start Self-Driving” and you’re on your way #fyp #viral #tesla #teslafsd #fsdv14 ♬ original sound – TESLARATI
The feature is small, but it is very noticeable with your first uses of FSD v14. Eventually, it will become even more streamlined as Tesla solves self-driving and autonomy, as it will require zero human intervention to get started, which means the “Start Self-Driving” button will also be removed.
Tesla Model Y reclaims elusive sales title in competitive market
Tesla dashcam video shows crazy plane crash avoidance maneuver
Tesla Full Self-Driving got a minor feature that’s a massive improvement
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