Tesla’s factory in Grünheide, Germany officially opened last year, and the site has since accumulated around 11,000 workers. According to a new post from Tesla’s Recruiting account on X, the automaker has also hired as many as 60 deaf people to work at the Gigafactory outside of Berlin.
The Brandenburg Gigafactory has so far hired 60 deaf employees, many of whom are Ukrainians who fled the ongoing Russian invasion, according to the new Tesla Recruiting account on X in a post on Sunday. The post includes a video introducing viewers to a few of the factory’s deaf employees, including Amaliia, Ihor and Andrii.
At Tesla, everyone can have meaningful impact, no matter their background or disability.
To date, 60 deaf employees are part of the Giga Berlin team—a large portion being Ukrainians who fled the war.
→ https://t.co/KZM7yOtpqz pic.twitter.com/GD0oe4WxP1
— Tesla Recruiting (@TeslaRecruiting) September 24, 2023
The video also includes excerpts from some of the non-deaf employees about their experiences having deaf coworkers on the team.
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“We don’t just talk about inclusion and diversity, we simply live it,” says general assembly supervisor Holger in the video. “For me there are no employees with disabilities, they are simply employees.”
One associate manager in the drive unit, Juri, says that the process of recruiting deaf employees began when he was asked if he could integrate five people who were deaf. After starting with just one employee who was deaf, that employee told a number of other deaf people about the job who would later go on to join the team.
Amaliia, a drivetrain production associate who is deaf, says she brought her family from Ukraine when the war began. Her family was invited to Germany by a friend of her husband’s who already worked at Tesla, and the friend also asked her to join the team at Giga Berlin. She says the team has been welcoming and describes Tesla’s team spirit as “fantastic.”
Other deaf employees featured in the video include Ihor, a production associate in the drive unit department of the factory, and Andrii, a production associate in general assembly. Andrii says he was recruited by the general assembly supervisor, Rene, who personally recruited many of the Ukrainian colleagues.
The video also includes a moment with the drive unit supervisor Simone, who says that many of the company’s non-deaf employees have already learned a few words in sign language.
One user in the X thread said that he had previously been interviewed at Tesla’s Gigafactory Texas, though the company shared concerns that a deaf person wouldn’t be able to hear production line sound systems. The user followed up in the thread, asking if he would be able to have another shot at interviewing for a different area of the Austin, Texas factory.
Tesla debuted its Recruiting page on X earlier this month, and this post is only the account’s second, following a repost of a video from the company’s Optimus account.
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The post also included a link to Tesla’s Giga Berlin web page, and you can find Tesla’s open positions at the factory here.
The news comes just a few days after a German minister called Tesla the “driving force” behind economic growth in the state of Brandenburg, primarily due to Giga Berlin and its production ramp-up. It also comes after some criticism has been lodged against Giga Berlin by German union IG Metall, with the union most recently alleging that workers were being forced to work excessive hours.
Tesla is currently in the process of gaining approval for expansions at Giga Berlin, set to boost production capacity from 50 GWh to 100 GWh.
Tesla Giga Berlin promotes its free “Giga Train” shuttle for its employees
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
