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Tesla has achieved a “semi-automatic” Model 3 battery production line, says Elon Musk

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Tesla CEO Elon Musk described how the California-based electric car and energy firm is currently utilizing a semi-automatic battery production line for the Model 3. During the companys Q4 earnings call, held after Wednesday’s closing bell, the Tesla CEO expressed his optimism for the next few months and expressed his confidence in the company’s ability to manufacture 5,000 Model 3 per week by the end of the second quarter.

Musk was particularly focused on the automation of the Model 3 line. Responding to a question about the company’s capability to hit its production target of hitting 5,000 vehicles per week, Musk stated that it is only a matter of time before the manufacturing line of the mass market compact sedan would hit optimal rates. For now, however, Tesla is retaining a semi-automated production line, which includes a mostly automated process that’s is overseen by a human.

“The new automated lines will arrive next month, in March. It’s working in Germany. It’s going to be disassembled, brought over to the Gigafactory, reassembled and put into operation at the Gigafactory. It’s not a question of whether it works or not; it’s a question of disassembly, transport, and reassembly. So expect to alleviate that constraint. Alleviating that constraint, that’s what will get us to roughly 2,500 per week production rate.”

Musk stated that battery production was really one of the leading causes of the backlogs in the car’s manufacturing, admitting that Tesla had been a bit too confident in its ability to deliver batteries for the car on such a scale with such a limited timeframe.

“Module production is fundamentally the limiting factor on Model 3 output, which is ironic, since battery modules really should be the thing that we’re best at. I think that we were probably a little overconfident, a little complacent in thinking that this is something we know and understand, and… just got too comfortable with our ability to do battery modules,” Musk said during Wednesday’s earnings call.

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Once Tesla receives the automated manufacturing equipment from its German-based Automation division, Musk noted that the next constraint will be the set up of the machine’s software. It’s not until the machines are fully configured and operating on its own will Model 3’s production rate hit the 5,000 per week rate, something the serial tech entrepreneur is confident they can achieve.

Tesla’s Q4 2017 earnings report showed a fourth-quarter earnings loss of $3.04 per share, meeting analyst estimates of a $3.12 per share loss. Revenue was $3.29 billion versus an estimate of $3.3 billion. During the fourth quarter, Tesla was able to deliver 1,542 Model 3 to reservation holders.

The company also revealed that Tesla’s much-admired Global Sales and Service head Jon McNeill has departed for a new role at ride-sharing company, Lyft.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla says texting and driving capability is coming ‘in a month or two’

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

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Credit: Tesla

Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.

In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.

However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.

CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.

One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.

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He said:

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.

Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.

Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”

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We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.

However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.

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Tesla Semi undergoes major redesign as dedicated factory preps for deliveries

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

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Tesla put its all-electric Semi truck through quite a major redesign as its dedicated factory for the vehicle is preparing for initial deliveries to the public starting next year.

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

It has already been in numerous pilot programs for some pretty large companies over the past couple of years, PepsiCo. being one of them, and it is moving toward first deliveries to other companies sometime in 2026.

Yesterday at the 2025 Annual Shareholder Meeting, Tesla unveiled its new Semi design, which underwent a pretty significant facelift to match the aesthetic and vibe of the other vehicles in the company’s lineup.

Additionally, Tesla announced some other improvements, including changes to efficiency, and some other changes that we did not get details on yet.

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The first change was to the design of the Semi, as Tesla adopted its blade-like light bar for the Class 8 truck, similar to the one that is used on the new Model Y and the Cybertruck:

There also appear to be a handful of design changes that help with aerodynamics, as its efficiency has increased to 1.7 kWh per mile.

Tesla also said it has an increased payload capability, which will help companies to haul more goods per trip.

All of these changes come as the company’s Semi Factory, which is located on the same property as its Gigafactory in Reno, Nevada, is just finishing up. In late October, it was shown that the Semi facility is nearly complete, based on recent drone imagery from factory observer HinrichsZane on X:

Tesla Semi factory looks nearly complete

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The factory will be capable of producing about 50,000 Tesla Semi units annually when it is completely ramped. The company has major plans to help get the Semi in more fleets across the United States.

Other entities are also working to develop a charging corridor for electric Class 8 trucks. The State of California was awarded $102 million to develop a charging corridor that spans from Washington to Southern California.

Another corridor is being developed that spans from Southern California to Texas, and 49 applicants won $636 million from the Department of Transportation for it.

Tesla requested funding for it, but was denied.

The Semi has been a staple in several companies’ fleets over the past few years, most notably that of Frito-Lay and PepsiCo., who have reported positive experiences thus far.

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Musk said last year that the Semi had “ridiculous demand.”

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Tesla Cybercab production starts Q2 2026, Elon Musk confirms

Elon Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.

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Credit: Tesla/X

Tesla CEO Elon Musk confirmed that production of the company’s autonomous Cybercab will begin in April 2026, and its production targets will be quite ambitious. 

Speaking at Tesla’s 2025 Annual Shareholder Meeting, Musk highlighted that the fully autonomous vehicle will be the first Tesla designed specifically for unsupervised self-driving.

A robotaxi built for an autonomous world

Musk described the Cybercab as a clean-slate design optimized for autonomy, with no steering wheel, pedals, or side mirrors. “It’s very much optimized for the lowest cost per mile in an autonomous mode,” Musk said, adding that every Tesla produced in recent years already carries the hardware needed for full self-driving.

The Cybercab will be assembled at Giga Texas and will serve as the company’s flagship entry into the commercial robotaxi market. Musk emphasized that the project represents Tesla’s next evolutionary step in combining vehicle manufacturing, artificial intelligence, and mobility services.

One Cybercab every ten seconds

Musk reiterated that the Cybercab’s production process is more closely modeled on consumer electronics assembly than on traditional automotive manufacturing. This should pave the way for outputs that far exceed conventional automotive products.

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“That production is happening right here in this factory, and we’ll be starting production in April next year. The manufacturing system is unlike any other car. The manufacturing system of the Cybercab, it’s closer to a high volume consumer electronics device than it is a car manufacturing line. So the net result is that I think we should be able to achieve, I think, ultimately, less than a 10-second cycle time, basically a unit every 10 seconds.

“What that would mean is you could get on a line that would normally produce, say, 500,000 cars a year at a one minute cycle time, Model Y. This would be maybe as much as 2 million or 3 million, maybe ultimately it’s theoretically possible to achieve a 5 million unit production line if you can get to the 5-second cycle time,” the CEO said.

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