News
Tesla on hold as Texas court debates Cybertruck factory impact on taxpayers
Texas county officials where Tesla is seriously considering a Cybertruck factory are still debating over an incentive package to help bring the electric carmaker to the Lone Star State.
After two nights of discussion on the pros and cons of the move, the Travis County Commissioners Court has again postponed a vote on the matter to a date next week; however, from the recent comments, it’s clear that while many local executives and business leaders are optimistic about the economic benefits of Tesla’s presence, they have concerns about taxpayers and worker benefits.
During the Court’s session on July 7th, itself a continuation of a discussion on the matter in the prior week, several community call-ins indicated a wariness towards large employers that may not have the local taxpayers and employees’ best interest at heart.
“We are enthusiastic about companies that would like to come and take advantage of our vibrant culture and economy. With regard to Tesla, we’d like to affirm they are welcome, and that as long as they are spending their own money they are welcome to come on their own terms. If, however, they want local taxpayers to help pay for their move, the county needs to hold Tesla accountable to the same standards that it holds itself accountable to. In particular…a livable minimum wage,” commented Michael Floyd, a leader within the All Saints’ Episcopal Church in central Texas.

Jessica Wolff, deputy policy director for Workers Defense Project added, “Tesla has said that they will provide 5,000 middle skilled jobs. Our community needs more transparency. We need specifics. What types of jobs? How many will be temporary vs. permanent? What are the starting wages and benefits each will receive?”
Notably, Tesla seems to have provided fairly specific wage and benefit information in a presentation considered by the Travis County Court on June 23rd this year. Tesla’s impact on the Reno, Nevada community surrounding Gigafactory 1 could also be a positive testament to the carmaker’s potential benefit to Texas.


Manuel Quinto-Pozos, representing the UAW and himself as an employment lawyer, agreed with Wolff’s comments and requested that Tesla expands on its concerns with previously discussed building standards. Jeremy Hendricks, representing local construction labor unions, also requested complete transparency in the onboarding process to ensure minimal pay and safety for workers. On a more negative note, caller Juan Bellman was completely opposed to any incentives being offered by the community. “I wanted to oppose Tesla receiving any economic development incentives,” he said bluntly. “As mentioned, I went to Travis High School and I know that my community does not need a multi-billion [dollar] company coming and receiving those taxes that I know the community needs more than them.”
The Court reconvened on July 8th where the call-in comments were more enthusiastic about the economic prospects from Tesla’s presence.
“I’m calling to urge you to approve this deal and bring Tesla to the region,” rallied executive director Ed Latson of Austin Regional Manufacturers Association (ARMA). “We think it’s an extraordinary opportunity, a political win, a cultural win, and an economic win that we have never seen. This court has the opportunity to bring hundreds of millions of dollars of economic impact to a region that has been neglected economically…[and]…impacted negatively by the current economic conditions and really give them skills and a pathway to the middle class.”
The incentives being discussed are property tax rebates worth around $15 million dollars over the course of ten years. In addition to economic incentives from Travis County, Tesla is pursuing a school tax abatement request with the Del Valle Independent School District which would save the company around $50 million over the same ten year time period. Their application package has been submitted and approved, but the District’s Board has yet to take a vote on the matter. Tesla’s decision on whether to make the Austin area its new home may hinge on gaining these tax approvals and community resistance may also explain CEO Elon Musk’s continued consideration of Tulsa, Oklahoma as an alternative location.
The Travis County Court again postponed a vote on the incentives after the July 8th session, the judge indicating that another discussion would be held on July 14th.
Elon Musk
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
News
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.