Tesla Semi not using 4680 cells; 50k units by 2024

By Kevin Armstrong
The Semi's interior features two horizontal displays
The Semi's interior features two horizontal displays
Tesla

Elon Musk is quite a salesperson, but on December 1, 2022, Tesla’s CEO will take on the role of sales and delivery when he hands over the first production in-person to Pepsi. It’s fitting that it will happen at a company that has used slogans like: The Choice of a New Generation, A Generation Ahead and Generation Next.

Tesla will use that day to mark the beginning of a significant ramp-up in the production of the highly anticipated heavy-load haulers. Musk brought investors up to speed on the Semis during the quarter three earnings call.

Tesla's Q3 Earnings Call

Tesla Semi Batteries

It’s been expected that the Semi would use the more advanced 4680 battery, but Musk shot that down, “Okay. The Semi doesn’t use 4680s,” he said when asked about deploying the batteries across the fleet. Instead, he said they are being used in Model Y as they continue to grow the production of the pack.

The company reported that manufacturing of the 4680 cells has tripled in the quarter and continues to snowball. Musk said, “production of 4680 ramp-up is growing exponentially. And yes, it’s going well. We’re just looking at this. It’s going to be a major pack in the future.” He later added, “we still feel confident that 4680 will be the most competitive battery cell in the world.”

It’s assumed the Semi uses the 2170 battery, but that doesn’t change the power and range that the company has been advertising, “very important, no sacrifice to cargo capacity, 500-mile range. Just to be clear, 500 miles with the cargo,” repeated Musk.

Future Production

The CEO also predicted the numbers when they increase production in the coming years. “And we’ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant — we’re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America.” He added that Tesla would expand beyond North America.

Tesla Semi achieves 0 to 60 MPH in 5 seconds (20 seconds under a full load)
Tesla Semi achieves 0 to 60 MPH in 5 seconds (20 seconds under a full load)
Not a Tesla App

Since he was talking to investors, he pointed out the value of the Semis, “I don’t want to say the exact prices, but they’re much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.”

It’s been five years since Musk arrived at a Tesla event in a Semi to introduce the vehicle that will change the trucking industry. So here is a story to refresh your memory: Everything We Know About the Tesla Semi.

Tesla Semi Unveiling

Tesla and Uber Partner for Another Discount Off New Vehicles

By Karan Singh
Not a Tesla App

Tesla and Uber are partnering to offer a new discount for Uber drivers. The offer is similar to one that was offered earlier in the year. Uber and Tesla previously offered a $2,000 USD purchase incentive under a special Uber referral code. That offer ended in March, and Tesla is now offering a new, similar offer.

Both the previous incentive as well as this new offer are only available in the United States.

Offer Conditions

The new offer is simple: If you’re an Uber Driver, you’ll be able to get $1,000 in Tesla credits upon taking delivery and another $1,000 in Uber Cash after completing 100 rideshare trips. You’ll need to purchase either a new Model 3 or Model Y—any variant, including the Performance versions, is acceptable. The program is not available for used or demo vehicles.

For anyone interested in trying out being an Uber driver, this is also a nice way to get $2,000 off a new Tesla. While the discount is no longer a purchase incentive, you can use the $1,000 in Tesla credits towards accessories, service, Supercharging, swag, or another vehicle. The Uber Cash, on the other hand, will be paid out alongside your 100th trip.

The offer is combinable with the Military Purchase Program, but you can’t use the Tesla referral program to get $500 off. If you’ve already got referral credits, though, you can use them toward the purchase of the vehicle.

Finally, you’ll need to take delivery before the end of the year (December 31st) and complete your 100th trip before February 15, 2025.

How to Use It

To take advantage of the offer, go to Tesla’s Uber page and log in via Uber. Both companies will verify that you’re eligible for the discount. You’ll also have to be in good standing as an Uber driver - if you’re not, no discount.

It's interesting to see Tesla and Uber partner so closely, given that Tesla’s Robotaxi service will become a direct competitor to Uber. Tesla also recently launched the Trip Navigation and Battery Awareness feature for Uber drivers.

Tesla Updates Cybertruck Range Extender Timeline and Specs

By Karan Singh
Not a Tesla App

Tesla has released updated specifications and a revised timeline for the Cybertruck’s Range Extender. Originally launched alongside the Cybertruck last year, the Range Extender offered a significant boost in range along with a notable price tag—requiring a $2,000 reservation deposit and an estimated price of $16,000.

Updated Specs

Tesla has updated the Ranger Extender's range, now increasing the vehicle’s range from 340 miles to 445 miles on the Dual Motor variant and from 320 miles to 440 miles on the Cyberbeast.

The updated specifications reduce the vehicle’s total range with the Range Extender by about 6% compared to the original specs, while the Range Extender itself sees a 20% reduction in range. This is a substantial reduction, and Tesla has yet to explain the change. It’s likely that they’ve started testing Cybertrucks with Range Extenders under EPA test conditions, which may have adjusted the initial range estimates.

Truck

Range

Original Range Extender

Updated Range Extender

Dual Motor AWD

325 mi

470 mi

445 mi +

Cyberbeast

301 mi

440 mi

415 mi +

Delayed Timeline

The Range Extender was originally supposed to be available for those who pre-ordered sometime in early-2025. That timeline has now been pushed back to mid-2025. However, given Tesla’s lackluster attempts at maintaining timelines, we could fully expect this timeline to continue to slip closer to 2026, but we remain hopeful that it’ll arrive on time.

Tesla has been working towards perfecting its dry-cathode process, which could also be a likely cause of the delays. Tesla may want to ship the Range Extenders as dry-cathode—it's a small batch product and one that’s easier to replace or repair than an entire truck.

Overall, the Range Extender itself is an interesting item. While it does provide a small range increase—one that’s necessary for towing—it has its fair share of demerits. It takes up a considerable amount of bed space and must be installed and uninstalled by Tesla Service. Additionally, the weight in the bed will result in a change in the center of gravity.

We’re interested to see what Tesla does with the Range Extender - we’ve only seen a few pictures of engineering samples on Tesla’s site, but it could come with considerable changes when it launches.

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