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BusinessQuiet 32h · day 5

Tesla begins delivering electric Semi trucks from new Nevada factory, without Musk

Nearly a decade after it was unveiled, Tesla's Semi truck starts reaching customers from a dedicated Sparks, Nevada plant built to make 50,000 a year.

What to know

  • Tesla marked the start of 'high-volume' Semi production at a new 1.7-million-square-foot Sparks, Nevada factory built to make up to 50,000 trucks a year.
  • First deliveries went to customers including PepsiCo, DHL and US Foods, on the heels of a coalition's record 2,500-truck order, the largest U.S. electric truck order to date.
  • Musk skipped the event to attend Trump's state dinner with Xi Jinping, and Tesla still hasn't disclosed final Semi pricing or order totals.
  • Reporting notes the first Semi actually left the production line back in April, raising questions about how much Thursday's event represented a genuinely new milestone.

“super bespoke”

Lars Moravy, Tesla VP of vehicle engineering · TechCrunch ↗ · Sep 24

Elon MuskElon Musk Tesla CEODan Priestley Head of Tesla's Semi programLars Moravy Tesla VP of vehicle engineeringJacob Richard Manages the Tesla Semi financing/leasing projectPepsiCo, DHL, US Foods, Microsoft and other shippers Semi customers / order coalition

Tesla begins delivering electric Semi trucks from new Nevada factory, without Musk
theverge.com

How it unfolded 7 developments, newest first · click a bar or a number to jump articlesposts

Peak 5 pieces in two hours at Sep 24, 11 AM; 34 pieces over 5 days (26 articles · 8 posts) Sep 23, 1 AM — 2 pieces · 2 articles — Google News 2Sep 23, 3 AM — quietSep 23, 5 AM — quietSep 23, 7 AM — quietSep 23, 9 AM — quietSep 23, 11 AM — quietSep 23, 1 PM — quietSep 23, 3 PM — 1 piece · 1 article — Newswires 1Sep 23, 5 PM — quietSep 23, 7 PM — 1 piece · 1 post — Mastodon 1Sep 23, 9 PM — quietSep 23, 11 PM — quietSep 24, 1 AM — quietSep 24, 3 AM — quietSep 24, 5 AM — 1 piece · 1 article — Newswires 1Sep 24, 7 AM — quietSep 24, 9 AM — quietSep 24, 11 AM — 5 pieces · 4 articles · 1 post — Google News 4, Hacker News 1Sep 24, 1 PM — quietSep 24, 3 PM — quietSep 24, 5 PM — 1 piece · 1 article — Newswires 1Sep 24, 7 PM — 2 pieces · 1 article · 1 post — Newswires 1, Bluesky 1Sep 24, 9 PM — 5 pieces · 3 articles · 2 posts — Mastodon 3, Newswires 2Sep 24, 11 PM — 1 piece · 1 article — Newswires 1Sep 25, 1 AM — quietSep 25, 3 AM — 1 piece · 1 article — Newswires 1Sep 25, 5 AM — quietSep 25, 7 AM — 3 pieces · 2 articles · 1 post — Newswires 2, Mastodon 1Sep 25, 9 AM — 2 pieces · 2 articles — Newswires 2Sep 25, 11 AM — 3 pieces · 2 articles · 1 post — Bluesky 1, Google News 1, Newswires 1Sep 25, 1 PM — 5 pieces · 4 articles · 1 post — Google News 4, Hacker News 1Sep 25, 3 PM — quietSep 25, 5 PM — quietSep 25, 7 PM — quietSep 25, 9 PM — quietSep 25, 11 PM — quietYesterday, 1 AM — quietYesterday, 3 AM — quietYesterday, 5 AM — quietYesterday, 7 AM — quietYesterday, 9 AM — 1 piece · 1 article — Newswires 1Yesterday, 11 AM — quietYesterday, 1 PM — quietYesterday, 3 PM — quietYesterday, 5 PM — quietYesterday, 7 PM — quietYesterday, 9 PM — quietYesterday, 11 PM — quietToday, 1 AM — quietToday, 3 AM — quietToday, 5 AM — quietToday, 7 AM — quietToday, 9 AM — quietToday, 11 AM — quietToday, 1 PM — quietToday, 3 PM — quietToday, 5 PM — quiet 123–56–7
Sep 24Sep 25yesterdaynow · 7:02 PM ET
  1. 7

    Tesla details Semi pricing, range and emissions case

    TechCrunch reports the top Semi variant costs just under $300,000 before incentives, travels 500-plus miles per charge, and that Tesla is building out its own megawatt charging network as heavy trucks account for 16% of vehicle emissions despite being 1% of vehicles.

    “We're super excited to be deploying these into our own operations because it's fulfilling the mission that we originally started out [with]…”
    — Dan Priestley, Head of Tesla's Semi program · source
  2. 6

    FreightWaves questions how new the 'high volume' milestone is

    FreightWaves reports that while Tesla framed Thursday as the start of high-volume production, the first Semi actually rolled off the Sparks line back in April, complicating the narrative of a brand-new production start.

    1. first by Proactive, 2d ago · also FreightWaves

      1 more headline
  3. 5

    Coverage flags missing pricing and order details from event

    The Verge notes that despite the fanfare, Tesla did not disclose order numbers or officially update Semi pricing, which is still believed to be around $290,000 for the long-range version.

    1. first by Mastodon, 2d ago · also Seeking Alpha, The Hindu, Reuters, The Verge

      2 more headlines
    • Here’s the Tesla Semi… again https://www. theverge.com/transportation/10 00317/tesla-semi-launch-customer-delivery-freight-battery-engineer?utm_source=flipboard&utm_medium=activitypub Posted into The Verge @ the-verge-theverge

      theverge@flipboard.comMastodon2d ago1▲view on Mastodon ↗
    2 posts in this stretch →
  4. 4

    Tesla holds launch event, begins Semi deliveries, Musk absent

    At a Thursday night event in Reno, Tesla executives — without CEO Elon Musk, who attended President Trump's state dinner with Chinese Premier Xi Jinping — unveiled a customer list (PepsiCo, US Foods, DHL, WattEV, ABF, Einride, IMC, OK Produce) and began handing over the first Semis.

    • jnavas.com

      7 years late, par for the Musk course 🤮 — Tesla Set to Formally Roll Out Semi Electric Trucks at Nevada Event @reuters.com The Semi, designed for long-haul freight with a range of up to 500 miles, was ​first unveiled in 2017 and production was expected to start in ​2019.‼️

      jnavas.comBluesky2d agoview on Bluesky ↗
  5. 3

    Tesla opens dedicated Semi factory in Sparks, Nevada

    Tesla formally inaugurates its first high-volume Semi plant, a 1.7 million square foot facility next to Gigafactory Nevada, designed to build up to 50,000 trucks a year and create over 3,000 jobs.

    1. first by Yahoo! Finance Canada, 2d ago · also Investing.com News

    2. first by Fox Business, 2d ago

    3 more claims →
  6. 2

    Shippers cite rising diesel prices to justify switch to Semi

    Fast Company reports that companies behind the 2,500-truck order see the Semi as a way to cut total cost of ownership as diesel prices climb, with a financing partner buying the trucks and leasing them to fleets.

    “The real goal here is to help bring down that upfront price barrier…”
    — Jacob Richard
    1. first by Fast Company, 3d ago

  7. 1

    Shipping coalition orders 2,500 Tesla Semi trucks

    A coalition of companies including Microsoft and PepsiCo places the largest-ever U.S. order for electric heavy-duty trucks, 2,500 Tesla Semis, to be delivered over 18 months and financed by a leasing partner.

    1. first by Axios, 2d ago · also Investor's Business Daily, Washington Examiner

      2 more headlines
    2. first by Yahoo Finance, 3d ago · also FreightWaves

    2 more claims →

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