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New Tesla Service Center in Pittsburgh given the green light for construction

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Tesla’s mysterious plans for a Pittsburgh Service Center have been rumored for several years but nothing could be confirmed. Then about a two months ago, concrete information began appearing on the public record. In June, Marshall Township planners gave their approval for the plans to move forward and now that they have been approved by the township supervisors, it’s time to release all the known details.

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If you look closely at the pictures, you may recognize a logo imprinted on the face of the main entrance: the logo of Ethan Allen Furniture.

The store was sold to a Florida-based LLC in February. That LLC retains ownership of the building and will lease it to Tesla.  In accordance with legislation already passed by the state government, the company is allowed five “dealerships” statewide. The property is located north of the city between Wexford and Cranberry in Marshall Township. As early as April, Tesla was on the agenda for the Planning Commission, but then postponed their appearance.

The upper red Tesla mark is the Cranberry Township Supercharger (map). I’ve placed a red dot on the site of the former Ethan Allen. The red Tesla mark in the middle of the map is the Ross Park Mall store location where the company recently held an exclusive grand opening event. The light grey Tesla mark is likely used to denote the geographic center of our local Ranger’s service area. The two smaller dark grey marks are destination chargers in the city.

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The former Ethan Allen is on Route 19 (also known as McKnight Road as it passes through the closer suburbs), a busy commercial corridor that stretches through the entirety of the northern Pittsburgh region and on up through Cranberry (where the Supercharger is). The section pictured above is the third major concentration of car dealerships along the road, between the Wexford and Warrendale exits of I-79. The former Ethan Allen is circled in red. The brighter two blue circles are existing Lexus, Volvo, Land Rover and Jaguar dealerships. The blue circle closest to the Ethan Allen is currently being developed into a Maserati dealership. Somewhere in that row there will also be a Bentley dealership.

pittsburgh tesla service location rear birdseye

The new service center shares a plaza with another building that houses some medical offices and a backyard playground equipment store. The terrain necessitates that customers choose between driving down a blank-walled alley or around the side of the store (which looks like it should be the front).

pittsburgh tesla store plan site

The lot is somewhat awkward, but it does have a commanding view over the nearby dealerships from the side-oriented main entrance. The shaded parking spaces indicate Tesla’s planned areas for inventory cars.  One of the supervisors questioned if that was an adequate number, but given Teslas are built-to-order they rarely have a lot of on-hand inventory– unlike a traditional dealership.

pittsburgh tesla service location front corners birdseye

There is a lot of additional parking along the backside of the store– but that’ll expanded even further for service loaners, deliveries and customer cars waiting to be serviced or picked up.

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Having never shopped for a retail property, it’s hard to gauge how big some of the stats on the realty company’s brochure are– but the building certainly seems large enough and Tesla will have no problem filling it from wall-to-wall.

pittsburgh tesla service center interior plan

The interior of the store looked wide open for possibilities on paper, but that ignores some of the facts on the ground as you’ll see in a moment. The side-mounted lobby splits the building down the middle, with service on the backside edges and retail on the front sides where the windows are. Not much can be done along the alley-facing wall other than offices and storage, since all the restrooms and utilities are there.

Here’s the approach from Route 19 to the building. The dated beige and pink will be going away, replaced with a clean and modern palette of white and dark grey.

pittsburgh tesla service view to road pittsburgh tesla service road facade pittsburgh tesla service view from entrance pittsburgh tesla service main facade with plugr in

It’s only after you drive up to the building that realize the front door isn’t the front door. There’s no parking here and no room to add any. Tesla will also be putting some money into new exterior lighting and removing the awnings and their metal frames.
A large side-folding door will be added to the road-facing façade. It will accordion open to allow customers to drive their newly delivered cars out onto the street for the first time.

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Sneaking a peek inside the glass doors, the building’s former life is still quite evident. Walls for all of the display “rooms” for the furniture litter the floor plan. They’re not substantive but it will still be a lot of debris to clear. The tiled “path” around the store will also be demolished. Floor treatments are expected to be a combination of tile and polished or painted/sealed concrete.

Rounding the corner, it becomes clear that I didn’t respect the handicapped parking lines during my scouting run last winter. There, I admit it—but I wasn’t exactly putting anyone out, so save your letters for the bro-trucks blocking Superchargers.

The main entrance shows the Ethan Allen logo engraved into the façade. All the other signage was simply painted over with what seem to be black rattle-spray cans. Tesla will be renewing the stucco and painting it in their own colors with back lit signs similar to their other locations.  You’ll note in all these pictures that the current state of the parking surface is not particularly inspiring either. More expense but also more confirmation that Tesla is willing to make some major capital investments into the Pittsburgh market.

Looking inside the main doors, you can see how the lobby splits the building into two halves. Tesla’s current floor plans indicate a receptionist will guide you to the right for sales, straight ahead to a lounge area or to the left where service advisors have their desks.

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pittsburgh tesla service bay proposal interiorpittsburgh tesla service bay door proposal exterior

Like the road-facing façade, the main façade will be gaining a large door. Located on the far left side, the door will be a large commercial sized rollup door. The door will open into a drive-through passage leading behind the service desks and customer lounge and into the work areas of the service department. According to the plans, it seems necessary that this will designated as either an entrance or exit.

The layout of the building means that the back of the store is actually the side next to the front of the store… instead of the side opposite. For Tesla this presents an interesting opportunity in their renovations in that everyone who visits will get a clear look at the work going on as cars are driven in for service. For most dealerships the service area is hidden away behind the store and often a bit grimy, but for Tesla it’s actually a selling point with typically clean and bright work areas with colorful machinery and tools. Hopefully they’ll include windows from the customer lounge area to the service area.

If you consider that the existing loading dock is level with the internal floor, you can see there is an elevation change issue for that main wall’s new vehicle access. Not sure how they’ll resolve that discrepancy but the floor plans suggest a ramp up into the service area will be necessary while the loading dock is retained for parts delivery.

The rear of the property will be getting an additional 24 parking places and extensive landscaping. The parking expansion is probably just for the ebb and flow of deliveries but could also indicate that Pittsburgh might host some of the regions CPO cars as they await reconditioning and resale. A number of other parking stalls are added here and there as the lines are revised, but there is no immediate evidence of customer HPWCs or charging slots.  Chargers for service/store use are expected to be in the ten shaded spots marked in the middle of the back lot.

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The presence of an easement for utilities would suggest power for part of the lot could be made readily available even though the building’s utilities are currently located on the farthest alley corner.

pittsburgh tesla service rear facade and alley

Completing our lap around the outside, the alley/driveway between the former Ethan Allen and the neighboring building shows an arrow straight driveway from Route 19. This will be great for trucks delivering new cars and for the Rangers (and their trailers) who will be based out of here. Tesla’s plans indicate another large rolling garage door will be added to the front half of this side. That door will access the service area directly and will probably be designated as either entrance or exit only. Exiting the parking lot on the other side provides easy access to another arrow straight road back to Route 19.

If all goes according to what appear to be Tesla’s plans, it’ll– quite literally– be an uphill battle for the some of the local dealers because Tesla will hold the high ground in Marshall Township.  Construction is expected to begin almost immediately with a grand opening late this year, perhaps November.

One interesting prohibition that did come from this meeting. The supervisors are limiting the site to the sales of car and associated retail merchandise and accessories. The company is specifically forbidden from selling “other product lines” such as the Powerwall. If Tesla decides later they’d like to market those (or SolarCity panels), they’ll have to reappear in front of the board for approval.

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Elon Musk

Tesla Optimus project fires up as Musk sees production line progress

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Credit: Elon Musk | X

Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.

Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.

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The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.

In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.

Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.

The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.

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Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

Optimus Development Timeline

  • August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
  • 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
  • 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
  • 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
  • January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
  • April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
  • July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing

Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.

The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.

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Investor's Corner

Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’

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Credit: MarcoRP | X

Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.

In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.

In regard to Tesla, Burry wrote:

“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”

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This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.

The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.

The Tesla and SpaceX merger everyone is talking about is quietly building

Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.

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The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.

This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.

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Investor's Corner

SpaceX gets initial stock coverage from Tesla’s biggest bull

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SpaceX Starship V3 flight 12
SpaceX Starship V3 flight 12 (Credit: SpaceX)

Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).

Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.

“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”

Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12

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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.

It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”

Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.

There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:

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“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”

SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.

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