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How the Chevy Bolt stacks up against Tesla’s production capabilities

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With Tesla Model 3 production ahead of schedule, it’s not hard for the mind to wander into how it stacks up against other EVs.

Right now, the Chevy Bolt has been marked as the Model 3’s biggest competition and, with the Bolt in Musk’s crosshairs and new details emerging about Model 3 production, Musk may be hoping that increased volume will act as the trigger-pull needed to beat out the Bolt.  

Production volume 

As announced early Monday, the Model 3 initial exponential production could result in 10,000 Model 3s produced per week by 2018. This projection could result in 500,000 Model 3s produced in 2018 alone.

The Chevy Bolt, which is being produced at GM’s Orion Assembly Plant in Michigan, is on pace to produce around 90,000 vehicles per year, according to Reuters. This production number is significantly more cautious compared to the Model 3’s, which is aiming to be one of the highest produced electric vehicles in the nation. 

In addition to to a high production goal, it’s widely reported that nearly 400,000 pre-orders have already been received for the Model 3, a number that dwarfs the Bolt’s deliveries for April at 1,929.

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Production style

What makes the high-volume production of the Model 3 possible is Musk’s idea for vertically integrating both vehicle and battery production. This has resulted in both aspects of production increasing in tandem. As more Model 3s are produced, Gigafactories will continue to output lithium batteries to meet demand.

Musk thinks that that could mean over 500,000 batteries produced in 2018.

In comparison, LG Chem, the supplier of batteries for the Chevy Bolt, estimates that it will produce 30,000 batteries for the vehicle in 2017. So far it seems that the Bolt, while a sustainable and reliable option for a hatchback EV, is on a different playing field in terms of production.

Elon Musk estimates that 500,000 batteries will be produced for vehicles in 2018. Source: Tesla

Challenges

The main challenge for Tesla’s production is clearly meeting the robust goals set by founder Elon Musk. Despite initial speculation pegging 2018 as the company’s roll out for half a million Model 3s, as vehicles are made and logistics tested, the truth will emerge on whether Musk’s vision will be successful.

If you asked Musk (or even Tesla fans), it would seem as though the possibility of reaching the Model 3 production goal is inevitable.

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The Bolt’s challenges are almost directly opposite to Tesla’s. While initial sales of the vehicle have been strong, GM has struggled with inventory issues in the past. 

As Bolts continue to be sold, GM will have to meet the demand with increased production, something that could be difficult for a company that hasn’t prioritized high-volume logistics as much as Tesla.

Overall, it will be entertaining to watch the Model 3 and Chevy Bolt go toe-to-toe in the coming months. At the very least, it will certainly test Musk’s vertical production ideas. Based on Musk’s track record, he’s not one to shy away from the challenge.

I'm an East Coast reporter for Teslarati. Contact me at matt@teslarati.com

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SpaceX just launched its secret Starfall saucer again

SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.

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An artist’s illustration of a SpaceX Starfall capsule reentering Earth’s atmosphere. (Image: SpaceX)
An artist’s illustration of a SpaceX Starfall capsule reentering Earth’s atmosphere. (Image: SpaceX)

SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.

Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”

As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.

The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.

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Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.

SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.

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The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”

The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.

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The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”

The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.

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Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.

Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.

The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.

The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.

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Elon Musk will give ‘every kid in America’ a SpaceX share in 2027

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Credit: Grok Imagine

Elon Musk said he is planning to give “every one of his SpaceX shares to every kid in America” in 2027, stating that “this will be the first of many.”

SpaceX went public earlier this year, and its stock price has been relatively stable since leveling off shortly after its IPO. Based on its current price, it’s a gift of just over $10 billion to children across the United States.

It appears to be closely related to President Donald Trump’s bank accounts for children, which were set up earlier this year as Trump Accounts.

Just hours earlier, Anthropic had announced the establishment of its Anthropic Public Benefit Fund, “a new wholly-owned entity dedicated entirely to public benefit.” Musk responded by stating he recommended “giving the shares directly to the public,” and that he would be doing it that way.

Just a little bit later, Musk said children across the U.S. would be getting a share from him:

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There are roughly 70 million children, meaning someone under the age of 18, in the United States, according to the Federal Interagency Forum on Child and Family Statistics. Musk’s ownership of SpaceX stock shows he has around 849 million Class A shares of SpaceX stock, according to filings with the SEC.

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