Tesla's Giga Texas factory is likely to pause Model Y and Cybertruck production until the end of September, according to drone videographer and Tesla influencer Joe Tegtmeyer. The pause is due to plant upgrades, which were communicated by CEO Elon Musk and then CFO Zachary Kirkhorn on the second-quarter earnings call. Despite the pause, more cars of employees were found in the parking lot, indicating that testing, training, and calibration work may be underway. Future Fund’s Gary Black expects third-quarter deliveries to be below the 466,000 units delivered in the second quarter.