Austin Tesla employee says production paused next week of sept 30 2025 — should we expect layoffs?

This kind of rumor should be posted in the Megathread (see this week's thread: https://www.reddit.com/r/RealTesla/comments/1ntdzvg/tsla_terathread_for_the_week_of_sep_29/). But I'm approving this because this new user reached out to the moderator team and asked to get this topic approved. This seems like a rumor-amongst-rumors, but why not? Its a slow news week. Lets see if this announcement gets any more details.

Stock go brrrrrrrr

Chinese proverb says all news make Tesla stock go to the moon

they're transferring all staff to the piece together robots in the robotics division /s

The flying robot division

I mean if you compare their sales numbers and their factory production capacities there’s a significant mismatch, even when you consider that they aren’t running at max capacity.

A car company halting car production? Sounds bullish for the stock

This might be the final piece of the epic hype jigsaw that pushes the stock to the outer reaches of the solar system. Saving energy by halting production, you say? Spectacularly fucking bullish!

The flying popcorn serving AI robot division

They probably expect that sales are going to be dogshit in the US once the EV tax credits are gone.

You make a great point. It would be widely inefficient to keep making cars if the stock goes up regardless of sales numbers! Irresponsible even.

They already dropping with them. They gonna lose carbon credits income too. How long before they post a loss? Enron Musk.

Well, you see people being more blatant with fraud now because all the enforcement is asleep at the wheel. So why not cook the books? Just claim 500k, 600k deliveries. Maybe 750k next quarter with 150k Cybertrucks sold! A good example is the EA deal done recently. Someone bought a shitload of short term call options on EA last Friday and the stock jumped yesterday on the news, so they made millions. Will the SEC investigate that blatant insider trading? Not a chance.

A car company halting a production line is terrible, especially when it owns as few lines as Tesla.

It could be tooling related, maybe? New product lines are coming up and everything. I wouldn't get my hopes high. Elmo is still selling crap-load-of cars.

I realize you're making a joke, because bad news always makes Tesla go up. But in normal times, this would signal that they are changing over the production line to a new vehicle and this would in fact be great news. I don't think Tesla is closing the online to convert it over though, so this is just bad news.

If we give you a robot (meaning we promise you a robot in the future) will you finally stop asking us about FSD?

I made this point in another comment, and in normal times. This could signal good things. I think Tesla doesn't have anything in the pipeline and this is a bad signal.

That would be the second time this year (if true) that they have halted production lines in Texas. To the moon!

I mean if senators can do it why not oligarchs. 🙃 The rules are for the brokies like us.

Yeah I wouldn't read too much into all this yet. Q3 will likely see strong sales in the US as the tax credit expires and Tesla commonly does line maintenance and upgrades immediately after a quarter ends. It's super common. Now is it possible they might reduce shifts or not ask people back while they're already off site to make layoffs easier? Sure, but the production stoppage in and of itself doesn't necessitate that happening.

We ran out of parking lots

Hard to imagine this ever happening... but the normal response for an under-utilized up-to-date manufacturing plant is to do contract manufacturing. I can think of a few USA companies that should be interested...

> I think Tesla doesn't have anything in the pipeline and this is a bad signal. the low end E41 model Y?

Yup, pausing due to overstock and declining sales.

I walk my dog near the Fremont factory regularly, and parking volume on the surrounding streets is way down. I also have knowledge from an insider that their new partnership with the Reno Panasonic factory is basically halved from initial orders.

Tesla is no longer a car company. Elmo said so.

Correct, bad news. Tesla to $1000 fastly now!

Definitely, and short TSLA too. It’s obviously up too much and will crash like next week.

It must because they’re preparing to build 1 million Optimus bots per year! Bullish!

Probably a pause to add the new Performance Model Y to production

They just announced the North American Model Y performance, so lines have to pause to change over. That’s also going to be a huge hit. First time a Model Y will have an adaptable suspension

Can’t wait for some official news articles. All the Tesla bots on X had posts about VW and Stellantis halting production because they can’t sell their EVs

Could be for retooling for the performance model that was just added to be orderable in the US.

+3% on the News

theoretically they should have been taking orders with $250 down hand over fist this month, and having the factories fulfill the surge this month. If this report is true, . . .

OBBB was a real monkey nut punch to Elon's business model

Definitely. Fwiw, though, the Panasonic order cuts happened well before OBBB.

They'll close down the factory and Tesla will double in value.

At some point they can’t keep making unsold cars to sit in parking lots across the country

Switching to Optimus production probably 😉

They had good news recently and the stock slumped.

Trying on Lycra suits?