What actually happened
Neither factory started production in 2021. Giga Berlin — delayed by German permitting — delivered its first Model Ys on March 22, 2022, and Giga Texas held its 'Cyber Rodeo' opening with first deliveries on April 7, 2022, roughly a quarter past the promise. CNBC — Musk opens Gigafactory Berlin ↗
In April 2017 Musk said Tesla would name two to four new Gigafactory locations that year. None came. Shanghai was agreed in July 2018 and went faster than promised: work started in January 2019 and the first cars were delivered on December 30, 2019.
Europe took longer. Musk hoped to pick a site by the end of 2018 and announced Berlin on November 12, 2019. In January 2021 he said Giga Berlin and Giga Texas would start production that year. Berlin delivered its first Model Ys on March 22, 2022, and Giga Texas held its opening with first deliveries on April 7, 2022. New factory locations promised for the end of 2022 came in March 2023, with Giga Mexico.
Elon Musk first made this promise on Jul 24, 2019, with a deadline of Dec 31, 2021. He has said it 3 times on the record. None of them moved the date. It happened on Apr 7, 2022, 0.3 years late against the first deadline.
On the January 2021 earnings call Musk said both Giga Berlin and Giga Texas would start production 'later this year'. German environmental permitting pushed Berlin's final approval to March 2022, and Austin's first Model Y deliveries came at the April 7, 2022 Cyber Rodeo — making 2021 a clean miss for both plants, though only by a few months.
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