Over the past couple of days, Tesla hit not one but two remarkable milestones, marking a significant chapter in its rapidly evolving story. If you spent the weekend engrossed in the new Elon Musk biography by Walter Isaacson, you can perhaps fully appreciate the magnitude of these accomplishments: the production of Tesla’s five millionth car and the installation of its 50,000th Supercharger.
Five Million Vehicles Strong
On its official Weibo account, Tesla unveiled its five millionth vehicle, a pearl white Model 3, freshly rolled off the production line at the Shanghai Gigafactory. This notable milestone embodies Tesla's journey “from a blank canvas to today’s five millionth vehicle,” a path characterized by simplicity and efficiency. Through their message, Tesla conveyed deep gratitude towards their global community of owners and supporters, urging everyone to "power up together" for a greener and brighter future. This celebratory announcement follows a series of production landmarks, the most recent being the four million car milestone reached in March, highlighting the company's exponential growth.
50,000 Superchargers: Painting the World Ultra Red
The weekend's festivities extended beyond the production line, with Tesla celebrating a Supercharger network milestone: the 50,000th installation. The Tesla Owners of Silicon Valley shared a video (below) showcasing Tesla's latest landmark in action. This special unit, distinctly colored Ultra Red, is located at Living Spaces at 1851 Freedom Way, Roseville, California. Since introducing just six Superchargers in 2012, Tesla has demonstrated its commitment to facilitating widespread electric vehicle use.
The Supercharger network, a pillar in Tesla's strategy to foster electric vehicle adoption, offers convenient and rapid charging solutions worldwide. This recent installation is a firm pledge to a global ethos where electric vehicles (EVs) can flourish.
Factory Tours for Referrals
Tesla is not only escalating its production but also opening doors for enthusiasts to witness where the magic happens. Tesla is introducing tram tours of its factories in Fremont, California, and Austin, Texas, as a part of its referral program. This exclusive peek can be redeemed using referral credits, ushering Tesla account holders and up to three guests into the production sanctuaries that have revolutionized the automotive industry.
However, while the immersion into Tesla’s world is facilitated, travel and accommodation expenses are the responsibility of the attendees. The company maintains a stringent no-media policy during the tours, underscoring the confidentiality preserved in these powerhouse spaces. Tesla aims to bolster engagement with its customer base through this initiative, enticing them with an insider’s view while encouraging more referrals despite moving away from the previous tradition of complimentary Fremont factory tours.
The electric vehicle pioneer isn't slowing down as Tesla gears up for an exciting future with the much-anticipated Cybertruck launch, which already boasts over 2 million unofficial pre-orders. Analysts anticipate that the existing production pace could potentially herald the creation of six million Tesla vehicles in early 2024.
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Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame.’ The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
These castings are much flatter and appear to be a different size than the castings found elsewhere throughout Giga Texas, indicating that they are intended for a different product entirely.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.
Name Change
Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.
Frito-Lay Site
The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.
This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.
Kelton Way Charging Complex
Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X
Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.
Carson Semi Charger Site
These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.
Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.
As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.
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