They've been defying the order all week, and were specifically told by the sherrif's office that they are non-essential, but continued to run. I think they've only just started to come around, after a visit from the sherrif's office.
> Tesla said it would temporarily suspend electric-car production at its Fremont plant after Monday, after days of apparent resistance to a county health order requiring an immediate shutdown.[0]
[0]https://www.sfchronicle.com/business/article/Inside-Tesla-s-...