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Lucid Motors is ‘making an appearance’ during Elon Musk’s SNL episode

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Elon Musk won’t be the only thing related to the quickly-growing electric car industry to make an appearance during Saturday Night Live this evening. Tesla rival Lucid Motors will also be making an appearance during the famous television program, likely in the form of a commercial.

Musk’s appearance on SNL has been a heavy point of focus for the past week in both pop culture and the electric vehicle industry. It was announced recently that Musk would be co-hosting the May 8th show with Miley Cyrus in what is sure to be one of the most viewed episodes of the show that started nearly 46 years ago.

Elon Musk shares update on SNL appearance, says everyone is being friendly

It appears that the hype surrounding the episode may have drawn some attention from big-name companies who will purchase air time in the form of advertisements and commercials during the show. With Musk being on the air, plenty of electric vehicle enthusiasts will likely be tuned in to see what humor Musk brings with him. However, competing companies of Tesla view this as an opportunity to plant seeds in viewers’ minds, and Lucid Motors is one of them.

Lucid announced yesterday, on May 7th, that it, too, would be making an appearance on SNL. How? It seems that Lucid will advertise the Air, its first-ever sedan. With an all-electric powertrain and an already considerable number of pre-orders and support, Lucid definitely has some momentum in the sector. However, its planned and coordinated effort to derail Musk’s episode through a commercial during his hosting of SNL seems to be a continuation of some very contentious and somewhat abrupt drama between both Lucid and Tesla. The two companies, and their CEOs, have made several comments and strategic moves through the past few months that have seemed to hint toward a potential rivalry in the EV sector.

Interestingly, Lucid tested its Tri-Motor Air variant at the Laguna Seca just two days before Tesla’s Battery Day in September 2020. It was rumored to be running laps several seconds faster than the Model S Plaid ran at the same raceway nearly a year earlier. It seemed that Lucid was almost teasing Tesla and Musk to release the Plaid variants to customers, or at least release more details regarding the Plaid Powertrain to the public.

Tesla eventually obliged, but not at the Battery Day event. Tesla announced the Plaid Model S in January 2021 and plans to begin deliveries in the coming months. However, the animosity between the two companies has gone past that.

In a recent Tweet, Musk clarified what Lucid CEO Peter Rawlinson’s job title was when he was employed at Tesla. It has been said in the past that he was Chief Engineer of the Model S, but Musk is not willing to give him that credibility because of what his actual job responsibility entailed. While Rawlinson did handle the Model S body engineering phase, he did not handle any issues related to powertrain, battery, software, production, or design. He left “before things got tough,” which seems to be a thorn in Musk’s side.

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Interestingly, Rawlinson’s LinkedIn tells a different story. He lists his time at Tesla from 2009 to 2012 and lists his job title as “Vice President & Chief Engineer for Model S.”

What Rawlinson’s actual job title was at Tesla remains to be confirmed. However, a 2010 press release from Tesla lists Rawlinson as “Vice President and Chief Vehicle Engineer” and says that he was “responsible for the technical execution and delivery of the Model S.

Nevertheless, the rivalry between Musk and Rawlinson rages on, and in 2021, the two CEOs are still combating for the overall domination of the EV sector. However, one thing is clear: Tesla is light years ahead. Lucid will begin delivering its Air sedan during the second half of 2021.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk drops a surprise update on Boring Company’s next big dig

Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.

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Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”


The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.

This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.

What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.

That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.

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Tesla eyes supply partners for Optimus mass production

Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.

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Concept rendering of Tesla Optimus in mass production

Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.

Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.

Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.

New drone video shows Tesla’s Optimus Factory reaching a turning point

Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.

Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.

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Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration

Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.

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tesla cybercab with no manual controls showing a movie with two employees inside

Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.

Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.

Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.

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The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.

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