

News
Tesla prepares Fremont ‘tent’ with new lines
Update: Para 1, 8, 10, and 15 updated for accuracy to show speculation. GA 4 is location of Model Y production, and potentially some Model 3 production.
Tesla is preparing the Fremont Factory for mass production of the either the updated Highland Model 3 or Model Y “Project Juniper” as it continues to refine manufacturing lines on the floor of General Assembly 4, the tent where the all-electric sedan is built.
Tesla has been preparing to launch a newly-refined version of the Model 3 for nearly a year now.
After initial reports late last year indicated the automaker was in the process of revamping the sedan, Teslarati revealed filings that showed the company had already been preparing Fremont for the early manufacturing stages as early as last Summer.
For roughly 11 months, Tesla has been making moves to build the earliest versions of the Highland Model 3, and images of the car finally leaked last month, showing a refined front-end design and several other changes.
Yesterday, we reported that Tesla was planning to demo a line at the Fremont Factory and build a completely new one in the same area. Filings seen by Teslarati showed Tesla was planning to install “Updated” equipment, and while it could be a simple retooling or installation of fresh machines, the automaker hasn’t commonly used “Updated” in its filings.
Tesla will demo and update a production line at Fremont, perhaps for new Highland Model 3
When it retools lines, it explicitly states it is a retool. Tesla has commonly used “Improvements,” “Upgrades,” or “Revisions,” but not “Updates.”
It also only explicitly uses “Demo” when it is planning to completely replace whatever line or machine is being torn out and fitted with something new.
Teslarati viewed filings that appear to indicate the line that is being replaced is located inside General Assembly 4, or GA 4. The filing shows building F-21 is where the new line is being built and the old one is being torn down. Other F-21 building filings are identified as “GA4.”
Tesla flyover captures Model 3 rolling off Fremont’s giant tent assembly line
While it is not necessarily a “tent,” the proper term is “sprung structure,” which are high-performance tension fabric buildings that are quickly built and can handle things like severe weather due to their integrity.
Tesla uses multiple sprung structures on the Fremont Factory property for automotive production, as the main assembly buildings were already filled with equipment for other vehicles. The Model Y is built in GA 4.5, as well.
Tesla is evidently preparing to introduce the Model 3 Highland design relatively soon, and with the company’s Shareholder Meeting happening this evening, there is some speculation the company could come forward with more details regarding the new look.
The timing of Tesla’s revamped line in GA4 is extremely interesting, especially as there has been a lot of talk of new vehicle builds being produced soon. With the vehicle changing, Tesla will need to update lines, and instead of simply retooling or modifying them for a simple equipment change, it has opted to completely demo the line and build a new one.
This points mostly toward a new vehicle design. Additionally, in an attempt to potentially avoid a drastic stoppage in Model 3 production, Tesla’s inventory of the Model 3 has swelled to levels that have reached their highest levels in 2023 thus far.
Early December 2022 was the last time Tesla’s Model 3 inventory has reached these levels, according to Tesla Data.
Tesla has remained relatively tight-lipped surrounding the Model 3 Highland project and Model Y project Juniper and has not explicitly confirmed the effort. Rumors of the vehicle being manufactured at Giga Shanghai in China circulated, but the company quickly denied them.
The recent images of the design, which were leaked on Reddit, seem to indicate something rather drastic is in the works.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla Robotaxi is headed to New York City, but one thing is in its way
Tesla is working to hire Vehicle Operators in New York City, but the company still needs some regulatory hurdles to go through.

Tesla Robotaxi will be headed to New York City, but there is one huge thing that stands in its way: approval to test autonomous vehicles.
Tesla is expanding its Robotaxi platform across the United States as it currently operates in Austin, Texas, and the Bay Area of California.
The company has also been seeking approvals in several other states, including Nevada, Arizona, and Florida.
However, the company is also working to expand to major metropolitan areas across the U.S. that it has not explicitly mentioned, as it attempts to reach CEO Elon Musk’s goal of giving half of the country’s population access to the platform by the end of the year:
🚨Tesla plans to offer driverless Robotaxi rides to half the U.S. population by the end of the year, Musk says https://t.co/xEDoTF6fIt
— TESLARATI (@Teslarati) July 23, 2025
It appears New York City is next on the list, according to a job posting on Tesla’s Careers website.
The company says it is hiring a Vehicle Operator for Autopilot in Flushing, New York, a section of the borough of Queens. Queens is connected to Brooklyn and Long Island, so it seems more ideal than launching in Manhattan or the Bronx, where traffic is heavy and charging is not as readily available.
Tesla’s job posting states:
“We are looking for a highly motivated self-starter to join our vehicle data collection team. As a Prototype Vehicle Operator, you will be responsible for driving an engineering vehicle for extended periods, conducting dynamic audio and camera data collection for testing and training purposes. Access to the data collected is limited to the applicable development team. This role requires a high level of flexibility, strong attention to detail, excellent driving skills, and the ability to thrive in a fast-paced, dynamic environment.”
It also lists the hours of operation as Tuesday through Saturday or Sunday through Thursday, with its three shifts listed as:
- Day Shift: 6:00 AM – 2:30 PM or 8:00 AM – 4:30 PM
- Afternoon Shift: 2:00 PM – 10:30 PM or 4:00 PM – 12:30 AM
- Night Shift: 10:00 PM-6:30 AM or 12:00 AM-8:30 AM
We wouldn’t count on New York City being the next place Tesla launches Robotaxi. According to a report from CNBC, a spokesperson for the NYC Department of Transportation confirmed Tesla has not yet applied for permits that are needed to operate its ride-hailing service.
For what it’s worth, it could just be the first step in Tesla’s plans. It also has Vehicle Operator job postings in other regions. Houston, Texas, as well as Tampa, Miami, and Clermont, Florida, are all listed on Tesla’s Career postings.
Elon Musk
Tesla’s Elon Musk gives nod to Ford while acknowledging his influence on EVs
“Ford basically invented mass manufacturing of large, complex products. Everyone else copied.”

Tesla CEO Elon Musk gave a tremendous nod to Ford while also acknowledging his own influence on EVs and the automotive industry in general.
Yesterday, Ford announced its new manufacturing process for EVs, which was essentially a rebirth of its own production lines and plans for more affordable models to offer consumers.
It was important to recognize that Ford truly launched automotive manufacturing with its production of the Model T 122 years ago.
That’s exactly what Musk did in a response to Ford CEO Jim Farley:
Ford basically invented mass manufacturing of large, complex products. Everyone else copied.
Most people don’t know this.
— Elon Musk (@elonmusk) August 11, 2025
In the over 100 years since Ford started producing vehicles, the company has had one significant fact go under the radar: it truly created a great process for building large, complex vehicles. It is something that many companies eventually adopted as the car industry took off.
Tesla is in a similar situation. It has used things like the Giga Press from the Italian company IDRA to create a better, more efficient, streamlined process for building cars.
It was able to use casting to eliminate a vast majority of parts from the Model Y, which not only helped increase manufacturing efficiency but also improved safety and structural rigidity. It truly revolutionized manufacturing for the company, and Ford said that it would adopt a similar mindset with its new EVs.
Yesterday, Doug Field, the Chief EV, Digital and Design Officer for Ford, and a former Sr. VP of Engineering for Tesla, said the company was taking the mentality that “the best part is no part.”
Musk acknowledged how far it has come and how it is influencing other car companies to do the same in terms of its production strategy:
🫡
— Elon Musk (@elonmusk) August 12, 2025
Ford is using an “Assembly Tree,” which is essentially very similar to Tesla’s “unboxed production process.” In addition to the use of Gigacasting, which Ford is calling “Unicasting,” as well as the use of structural batteries, it is almost as if Tesla is having its own “Model T moment.”
Ford has been quick to adopt an EV mentality as it plans to transition its business over the next decades. It is working to prepare for the future of the atuomotive industry, and although it has adjusted its strategy, it can’t be denied that Ford is one of the legacy automakers taking this new chapter in cars seriously.
Elon Musk
Tesla has one big bottleneck with its public Robotaxi launch, but it can fix it easily
Elon Musk plans for Tesla Robotaxi to be open to the public in Austin in September.

Tesla CEO Elon Musk said that the company’s Robotaxi program would open to the public in September, but there is one big bottleneck that would inhibit it from launching smoothly.
The thing is, it can be resolved in no time, and Tesla can fix it internally.
In Austin, the Robotaxi platform has been in operation since late June. The launch of the program only allowed a handful of privileged influencers and groups to access the driverless ride-hailing service, although it has expanded this group on several occasions.
It has also slowly added vehicles to the fleet, starting at 11 cars when it launched in June. There have been a few cars added, but Tesla has continued to prioritize safety, keeping its rider population and number of vehicles low for the time being.
However, this is going to cause quite a bit of a bottleneck in next month’s planned public launch, as there will be an open invitation for anyone and everyone to test out the Robotaxi platform in Austin.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
Many people have been waiting for an invitation to ride in a Robotaxi, and Tesla has not been prone to give one to just anybody.
As that becomes a much larger number next month, Tesla is going to have to step up its Robotaxi fleet number, as well as its population of Safety Monitors, the riders that sit in the passenger seat to ensure everything goes smoothly.
Tesla is going to need to add A LOT more cars if they want to be able to meet the demand, otherwise rides will be unavailable to most.
— Sawyer Merritt (@SawyerMerritt) August 11, 2025
While the geofence in Austin has roughly doubled in size twice during both of Tesla’s expansions of the service area, the company is still playing it safe with rider population growth, something that aligns with its focus on safety.
Musk said recently about the expansion of Robotaxi to customer-owned vehicles:
“As I said, we’re being paranoid about safety. But I guess next year is I’d say confidently next year. I’m not sure when next year, but confidently next year, people would be able to add or subtract their car to the Tesla, Inc. fleet.”
The Robotaxi fleet will, without a doubt, revolutionize the way people view ride-hailing. Tesla seems ready to open it up to the public next month, based on what Musk said, but some changes will have to occur to ensure it goes smoothly.
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