Tesla‘s VP of Vehicle Engineering Lars Moravy said the company will announce news related to its GigaTexas plant on July 7, describing the forthcoming update as part of a broader scaling effort at the facility.
“A week from Tuesday, there’ll be some cool news about things happening on the campus around Giga Texas and I can’t talk about it right now, but it’s part of the scaling effort,” Moravy said in an interview with Tesla shareholder and content creator Herbert Ong, scheduled to air later on Tuesday.
The announcement will land five days after Tesla is expected to report its second-quarter delivery figures — widely anticipated on or around July 2 — and roughly two weeks before the company is set to release its full quarterly financial results on July 22.
GigaTexas Production Footprint
GigaTexas, located just outside Austin, is the company’s most operationally diverse factory.
The facility currently produces the Model Y across multiple trims, including the Standard and Performance variants launched in 2025, and continues to manufacture the Cybertruck.
A US launch of the Model Y L — Tesla‘s three-row, six-seat variant of its best-selling SUV — is among the possibilities for the July 7 update.
The model has been appearing at GigaTexas with increasing frequency. In March, drone footage by Joe Tegtmeyer showed what appeared to be a Model Y L body-in-white shipped from GigaShanghai inside a wooden crate at the Austin plant. Additional covered units were sighted in the US in late June.
That calculus has shifted since Tesla discontinued the Model S and Model X this quarter, leaving the company without a dedicated three-row vehicle in its domestic lineup.
The plant also houses Tesla‘s 4680 battery cell and structural battery pack operations, a large Dojo supercomputer cluster, and is the sole production site for the company’s Cybercab purpose-built robotaxi.
The factory spans over 10 million square feet and produced its 500,000th vehicle in October 2025.
Construction of a dedicated Optimus humanoid robot factory on the GigaTexas campus began in late 2025, with first production lines expected in 2027.
CEO Elon Musk has said 10 million Optimus units per year are planned for the Texas site at full capacity.
Moravy himself confirmed in May that the next-generation Roadster will also be built at the plant, adding at the time that owners would “start to see a lot of things unfold in the next months.”
Travis County site plans filed by Tesla in March outlined further expansion, including a new Terafab North Campus dedicated to next-generation AI chip research and production, and an additional 5.2 million square feet of new construction across multiple phases.
Cybercab Milestone
Moravy’s teaser arrived on the same day Tesla announced that engineering tests of the first production Cybercab without a steering wheel or pedals had begun on public roads in Austin.
The company was first spotted testing the Cybercab on California public roads in late October 2025, equipped with a steering wheel, pedals, and side mirrors for testing purposes.
By January, when Tesla expanded road testing to five US states, all test vehicles still included manual controls.
Drone footage in April then showed Tesla had shifted production to steering-wheel-free builds at GigaTexas, with roughly 14 units visible in the outbound lot — none equipped with a steering wheel.
The company has not yet disclosed when it will offer the first public rides in Cybercab vehicles.
Tesla launched its Robotaxi service in Austin on June 22, 2025, starting with a fleet of roughly ten modified Model Y vehicles and a safety monitor seated in the passenger seat.
In mid-December 2025, the first Model Y was spotted driving empty on Austin public roads, with both front seats unoccupied.
Days later, the company began offering employees rides without safety drivers inside the vehicle, before transitioning to unsupervised public rides earlier this year, initially with a small number of vehicles accompanied by chase cars.
By late January, Musk said the company had removed chase vehicles entirely, calling FSD “100% unsupervised.”
In April, Tesla expanded the service to Dallas and Houston, skipping the supervised phase entirely.
The total unsupervised fleet stood at 25 vehicles across three Texas cities as of late April, and this month the company stretched the Austin service area to cover the entire metro.
Moravy’s Recent Public Comments
Moravy has been increasingly visible in recent months, appearing on multiple podcasts and addressing subjects across Tesla‘s vehicle portfolio.
In a May 22 appearance on the Ride the Lightning podcast, recorded at the Fremont factory alongside Chief Designer Franz von Holzhausen, the executive declined to rule out a future return for the Model S and Model X, even as Tesla held a final delivery event for the last produced units of both models that same week.
“It was just like, now is not the right time to keep this one going. It doesn’t mean it goes away forever. I never say never,” Moravy stated.
He pointed to the efficiency gap between the aging platform, which he noted had been designed in 2008, and Tesla‘s latest manufacturing lines, estimating the older line produced roughly one-tenth the vehicles per square foot of the Cybercab line.
Moravy said Tesla had “transitioned a lot of people to Optimus to work on that and to Cybercab,” adding that the Semi is also “coming this year.”
On the same podcast, Moravy confirmed the Roadster will be manufactured at GigaTexas, noting the plant’s proximity to SpaceX’s Starbase in Boca Chica as one factor behind the decision — relevant for the optional SpaceX thruster package Tesla has described for the car.
In a separate earnings call appearance earlier this year, Moravy was asked whether Tesla would ever build a more conventional-looking pick-up truck.
The executive said the company designs its production lines “to be super flexible,” adding that the Cybertruck line “is one of our most fully ready for autonomy platforms.”
Tesla shares jumped over 8% on Monday, closing at $411.84. As of press time, the company was trading flat at $411 on Tuesday’s market session.
