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Tesla Semi production seems to be hitting its stride

Credit: Zanegler | X

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Tesla Semi production seems to be hitting its stride, as drone video from above Gigafactory Nevada shows at least 50 units outside the factory with roughly half of those being brand-new builds.

The Tesla Semi is one of the automaker’s most groundbreaking products. After being developed for several years, it finally started making its way to its first customer, PepsiCo, almost two years ago.

Although more than just Pepsi has obtained Tesla Semi units for company fleets, the automaker is still keeping things relatively tight and close as it seems to be somewhat of a pilot program.

However, Tesla is preparing for more units to make their way to more companies. It announced last year that it would build a dedicated Semi production plant near Gigafactory Nevada, and construction has already started. In fact, the foundation is beginning to take shape on the facility itself.

Tesla’s Giga Nevada Semi factory gets its first steel beams

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But that does not mean Tesla is not producing Semi units within the space it already has available.

X user Zanegler, a drone operator who monitors the progress of the Semi program, showed 26 new Tesla Semi units outside of the facility. Additionally, he said there are 15 and 11 on other respective sides of the facility:

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These units appear to be going to PepsiCo, which still needs to obtain its 100 total units, Zanegler said. They are also being used in demonstrations for customers who are considering the vehicle for their own logistics operations.

Finally, Tesla is also utilizing some of the units for the transportation of batteries, Powerwalls, and other things.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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

Elon Musk

Tesla’s Elon Musk gives nod to Ford while acknowledging his influence on EVs

“Ford basically invented mass manufacturing of large, complex products. Everyone else copied.”

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Credit: Tesla, Ford

Tesla CEO Elon Musk gave a tremendous nod to Ford while also acknowledging his own influence on EVs and the automotive industry in general.

Yesterday, Ford announced its new manufacturing process for EVs, which was essentially a rebirth of its own production lines and plans for more affordable models to offer consumers.

It was important to recognize that Ford truly launched automotive manufacturing with its production of the Model T 122 years ago.

That’s exactly what Musk did in a response to Ford CEO Jim Farley:

In the over 100 years since Ford started producing vehicles, the company has had one significant fact go under the radar: it truly created a great process for building large, complex vehicles. It is something that many companies eventually adopted as the car industry took off.

Tesla is in a similar situation. It has used things like the Giga Press from the Italian company IDRA to create a better, more efficient, streamlined process for building cars.

It was able to use casting to eliminate a vast majority of parts from the Model Y, which not only helped increase manufacturing efficiency but also improved safety and structural rigidity. It truly revolutionized manufacturing for the company, and Ford said that it would adopt a similar mindset with its new EVs.

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Yesterday, Doug Field, the Chief EV, Digital and Design Officer for Ford, and a former Sr. VP of Engineering for Tesla, said the company was taking the mentality that “the best part is no part.”

Musk acknowledged how far it has come and how it is influencing other car companies to do the same in terms of its production strategy:

Ford is using an “Assembly Tree,” which is essentially very similar to Tesla’s “unboxed production process.” In addition to the use of Gigacasting, which Ford is calling “Unicasting,” as well as the use of structural batteries, it is almost as if Tesla is having its own “Model T moment.”

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Ford has been quick to adopt an EV mentality as it plans to transition its business over the next decades. It is working to prepare for the future of the atuomotive industry, and although it has adjusted its strategy, it can’t be denied that Ford is one of the legacy automakers taking this new chapter in cars seriously.

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Elon Musk

Tesla has one big bottleneck with its public Robotaxi launch, but it can fix it easily

Elon Musk plans for Tesla Robotaxi to be open to the public in Austin in September.

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Credit: Dave Lee

Tesla CEO Elon Musk said that the company’s Robotaxi program would open to the public in September, but there is one big bottleneck that would inhibit it from launching smoothly.

The thing is, it can be resolved in no time, and Tesla can fix it internally.

In Austin, the Robotaxi platform has been in operation since late June. The launch of the program only allowed a handful of privileged influencers and groups to access the driverless ride-hailing service, although it has expanded this group on several occasions.

It has also slowly added vehicles to the fleet, starting at 11 cars when it launched in June. There have been a few cars added, but Tesla has continued to prioritize safety, keeping its rider population and number of vehicles low for the time being.

However, this is going to cause quite a bit of a bottleneck in next month’s planned public launch, as there will be an open invitation for anyone and everyone to test out the Robotaxi platform in Austin.

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Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when

Many people have been waiting for an invitation to ride in a Robotaxi, and Tesla has not been prone to give one to just anybody.

As that becomes a much larger number next month, Tesla is going to have to step up its Robotaxi fleet number, as well as its population of Safety Monitors, the riders that sit in the passenger seat to ensure everything goes smoothly.

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While the geofence in Austin has roughly doubled in size twice during both of Tesla’s expansions of the service area, the company is still playing it safe with rider population growth, something that aligns with its focus on safety.

Musk said recently about the expansion of Robotaxi to customer-owned vehicles:

“As I said, we’re being paranoid about safety. But I guess next year is I’d say confidently next year. I’m not sure when next year, but confidently next year, people would be able to add or subtract their car to the Tesla, Inc. fleet.”

The Robotaxi fleet will, without a doubt, revolutionize the way people view ride-hailing. Tesla seems ready to open it up to the public next month, based on what Musk said, but some changes will have to occur to ensure it goes smoothly.

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Tesla Model Y L spotted in Europe ahead of expected September China launch

Tesla’s long-wheelbase Model Y L has seemingly been spotted in Europe.

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Credit: Tesla

Tesla’s long-wheelbase Model Y L has seemingly been spotted in Europe, signaling its upcoming debut outside China. A lightly camouflaged prototype was seen at a charging station near Germany’s Nürburgring, hinting that the extended wheelbase crossover will make its way to European markets after its expected September launch in China.

The Model Y L

The Model Y L, which will be offered in a six-seat configuration, is expected to add roughly 178 mm (7 inches) to the overall length of the standard Model Y, with 152 mm (6 inches) dedicated to stretching the wheelbase, as noted in an autoevolution report. This design tweak should unlock more third-row space, and it should be enough to rival the rear seating comfort of the much more expensive Model X, which can no longer be ordered in Europe.

While initially mistaken for a Model Y Performance during testing, the prototype’s extended rear door cutout and 19-inch wheels, which were unusual for a Performance variant, suggested that the covered unit was actually the Model Y L. The prototype’s wheels, if any, match those listed in China’s Ministry of Industry and Information Technology (MIIT) filing for the upcoming Model Y L.

Model Y L production

Tesla is expected to build the Model Y L at Giga Shanghai for the Chinese market initially, though speculations are high that the vehicle will also be built at Giga Berlin in Germany, as well as the Fremont Factory and Giga Texas in the United States. Recent reports have suggested that the Model Y L’s production in China has already begun, and sales there are slated to start in September. 

Considering the Model Y L’s lower entry price compared to the flagship Model X, the upcoming extended wheelbase crossover could quickly become Tesla’s new premier SUV for families needing extra passenger capacity, at least without stepping into the premium pricing bracket of the Model X.

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