Tesla Semi

[TSemi]

https://twitter.com/x/status/1550363947580022784

 

[MP3Mike]

Production has started!

https://twitter.com/x/status/1578170980283076608

 

[ThomasD]

Will we see people customizing their Semis Will Companies offer customizations to the Semi?

 

[MP3Mike]

VIN decoder updated for 2023:

https://twitter.com/x/status/1582152335232409600

VIN shows that they are being built in Reno, NV. (No surprise there.)

 

[ThomasD]

Have customers received any vins for builds yet

 

[VIKING26]

Info from the Tesla Q3 earnings call:

 

[VIKING26]

I assumed the Semi would use the 4680. I guess Tesla is struggling just to keep Austin Model Y line fed with cells at the current 4680 build rates.

 

[RobDickinson]

They have an abundance of 2170s I think also, with RWD model 3 using LFP and same for megapacks etc.

 

[ThomasD]

Will customer deliveries be delayed once again

 

[RobDickinson]

What? They have 24 built as of recently I think, and deliveries start Dec 1st

24 Tesla Semis Spotted at Giga Nevada, Possibly Preparing for First Deliveries

The first deliveries of the Tesla Semi are approaching and will take place in early December. 24 Semis were spotted at Giga Nevada, possibly in preparation for deliveries to customers.

www.tesmanian.com

 

[ThomasD]

Tesla should be releasing pricing soon then

 

[MP3Mike]

Tesla should be releasing pricing soon then

Why? They probably already have more orders than they can fill in the next year. Ok, they will have to release pricing to people with orders coming up for delivery, like Pepsi, but they could have that under an NDA if they wanted. (But I don't see Pepsi releasing the prices even if they weren't under an NDA.)

 

[RobDickinson]

Wait you think customers dont know?